Brooks Macdonald Group (LON:BRK – Get Free Report) released its quarterly earnings data on Thursday. The company reported GBX 140.80 earnings per share for the quarter, Digital Look Earnings reports. Brooks Macdonald Group had a return on equity of 4.43% and a net margin of 5.71%.
Here are the key takeaways from Brooks Macdonald Group’s conference call:
- Brooks Macdonald reported record FUMA of £21.7 billion, up 14%, with revenue increasing 6% and underlying profit before tax rising 6% to £29 million. The board recommended a full-year dividend of £0.83 per share, up 2.5%.
- The group returned to positive net flows of £226 million, a £600 million improvement year-on-year, supported by three consecutive quarters of improving flows. Platform MPS FUM grew 35% with more than £900 million of net inflows, while BPS outflows improved by around 50%.
- Management said the Brooks Financial acquisitions are progressing well, contributing £17 million of annualized revenue, £3 million of profit before tax and £1.3 million of integration synergies. Financial planning revenue grew 10% organically and now represents roughly 25% of group revenue.
- The company expects FY2027 organic investment to fall materially to the high single-digit millions after the peak transformation spending in FY2026, while maintaining its target of BAU cost growth below 5%. Management expects FY2027 performance to be marginally ahead of current consensus and is targeting medium-term annualized net inflows of 5%.
- Revenue margins are expected to decline slightly in FY2027 because Brooks Macdonald will no longer charge investment-management fees on client cash, with an anticipated revenue impact of a couple of million pounds. MPS yields also moderated due to growth in lower-margin passive and business-to-business offerings, although management said this reflected mix rather than price cuts.
Brooks Macdonald Group Price Performance
Shares of LON BRK opened at GBX 1,511.95 on Thursday. Brooks Macdonald Group has a 1-year low of GBX 1,240 and a 1-year high of GBX 1,865. The business has a 50-day moving average of GBX 1,383.32 and a 200-day moving average of GBX 1,413.37. The company has a debt-to-equity ratio of 18.64, a current ratio of 71.82 and a quick ratio of 2.43. The company has a market capitalization of £233.57 million, a price-to-earnings ratio of 15.16, a PEG ratio of 0.85 and a beta of 0.78.
Analysts Set New Price Targets
Get Our Latest Research Report on BRK
Brooks Macdonald Group Company Profile
Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom, Isle of Man, and the Channel Islands. It operates through two segments, UK Investment Management and International. The company offers financial planning advisory services to high-net-worth individuals and families; and multi-asset and specialist fund products to the retail sector, as well as investment options.
Read More
- Five stocks we like better than Brooks Macdonald Group
- SLB’s Kelvion Deal Could Change How Investors Value the Oilfield Giant
- Striking Oil: How the U.S. Play for Venezuela Fuels Supermajors
- J.M. Smucker Stock’s Rally Has More Than Tariffs Behind It
- Wendy’s Rally Fades After Trian Steps Back: Was It Ever Real?
Receive News & Ratings for Brooks Macdonald Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Brooks Macdonald Group and related companies with MarketBeat.com's FREE daily email newsletter.
