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Brooks Macdonald Group plc (BRK.L)
GBp1,340.00
+30.00 (+2.29%)
GB LSE Financial Services Asset Management
Address
21 Lombard Street EC3V 9AH
London, GB
London, GB
CEO
Andrea Gertrude Martha Montague
Website
brooksmacdonald.com
IPO
2005-03-11
ISIN GB00B067N833
Description
Brooks Macdonald Group plc, operating through its subsidiaries, delivers a comprehensive array of investment and wealth management solutions. These services are provided to private clients, pension funds, professional intermediaries, and trustees across the United Kingdom and the Channel Islands. The company's operations are divided into two main segments: UK Investment Management and International. Among its specific offerings are tailored financial planning advisory services for high-net-worth individuals, families, and businesses, in addition to multi-asset and specialized fund products catering to the retail sector. Brooks Macdonald Group plc, founded in 1991, maintains its headquarters in London, United Kingdom.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp1,340.00
+30.00 (+2.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
34.8K
Beta
0.77
Float Shares
11.52M
Free Float %
74.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -5.26% | -3.23% | -18.67% | -19.88% | -16.28% | -14.29% | -26.23% | -38.78% | -23.08% | +785.25% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
1,340.00
DCF (Unlevered)
2,202.11
+64.3%
DCF (Levered)
2,590.37
+93.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
71% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
4.55
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-13.2% Q4'25: -8.3% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+66.7% ★ Q4'25: +238.1% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+24.7% Q4'25: -8.3% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+18.4% Q4'25: +12.2% (vs Q4'23)
-
ROIC Asset Management: +6.5%+10.1% ★ Q4'25: +13.2% (vs Q4'23)
-
Share dilution Asset Management: +0.0%-0.5% ★ Q4'25: +0.4% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.48× ★ Q4'25: 0.53× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2012 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 6 Rev. Ana. 3 EPS Ana. |
Jun 2027 7 Rev. Ana. 4 EPS Ana. |
Jun 2028 4 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
21.75M
est: 20.76M (+4.8%)
|
35.11M
est: 33.36M (+5.2%)
|
52.18M
est: 53.40M (-2.3%)
|
53.29M
est: 55.80M (-4.5%)
|
63.16M
est: 68.69M (-8.0%)
|
69.13M
est: 72.51M (-4.7%)
|
77.69M
est: 76.41M (+1.7%)
|
81.40M
est: 79.34M (+2.6%)
|
91.72M
est: 92.56M (-0.9%)
|
101.56M
est: 101.94M (-0.4%)
|
107.27M
est: 106.39M (+0.8%)
|
108.56M
est: 109.95M (-1.3%)
|
118.21M
est: 117.87M (+0.3%)
|
122.21M
est: 123.08M (-0.7%)
|
123.78M
est: 122.65M (+0.9%)
|
128.26M
est: 126.96M (+1.0%)
|
111.29M
est: 109.45M (+1.7%)
|
119.13M
117.97M – 120.51M
+8.8% YoY
|
123.21M
120.87M – 126.45M
+3.4% YoY
|
129.35M
128.00M – 130.69M
+5.0% YoY
|
| EBITDA |
3.49M
est: 5.39M (-35.2%)
|
6.51M
est: 6.35M (+2.5%)
|
8.39M
est: 10.55M (-20.5%)
|
9.67M
est: 8.68M (+11.3%)
|
13.23M
est: 12.17M (+8.7%)
|
14.12M
est: 13.82M (+2.2%)
|
16.50M
est: 14.35M (+15.0%)
|
17.32M
est: 14.92M (+16.1%)
|
19.46M
est: 21.95M (-11.4%)
|
21.38M
est: 13.94M (+53.4%)
|
20.87M
est: 12.30M (+69.7%)
|
18.97M
est: 14.72M (+28.9%)
|
34.85M
est: 19.67M (+77.2%)
|
39.26M
est: 21.22M (+85.1%)
|
31.96M
est: 23.16M (+38.0%)
|
18.72M
est: 25.52M (-26.6%)
|
30.94M
est: 28.35M (+9.1%)
|
30.93M
30.63M – 31.29M
+9.1% YoY
|
31.99M
31.39M – 32.83M
+3.4% YoY
|
33.59M
33.24M – 33.93M
+5.0% YoY
|
| EBIT |
2.95M
est: 3.78M (-22.0%)
|
5.71M
est: 4.82M (+18.5%)
|
7.38M
est: 8.96M (-17.7%)
|
8.40M
est: 7.52M (+11.7%)
|
10.50M
est: 10.26M (+2.3%)
|
10.57M
est: 11.14M (-5.1%)
|
11.42M
est: 11.68M (-2.2%)
|
13.61M
est: 12.51M (+8.8%)
|
7.92M
est: 19.17M (-58.7%)
|
10.61M
est: 9.02M (+17.6%)
|
8.31M
est: 7.29M (+13.9%)
|
10.36M
est: 8.79M (+17.9%)
|
24.51M
est: 10.91M (+124.7%)
|
29.83M
est: 11.77M (+153.5%)
|
22.47M
est: 12.84M (+75.0%)
|
11.81M
est: 14.15M (-16.5%)
|
20.53M
est: 19.86M (+3.3%)
|
21.67M
21.46M – 21.92M
+9.1% YoY
|
22.41M
21.99M – 23.00M
+3.4% YoY
|
23.53M
23.29M – 23.77M
+5.0% YoY
|
| Net Income |
2.26M
est: 3.73M (-39.5%)
|
3.86M
est: 3.70M (+4.3%)
|
5.44M
est: 6.24M (-12.8%)
|
6.26M
est: 5.64M (+10.9%)
|
8.03M
est: 7.70M (+4.3%)
|
9.06M
est: 8.49M (+6.7%)
|
9.15M
est: 9.75M (-6.2%)
|
12.74M
est: 9.46M (+34.7%)
|
5.81M
est: 14.82M (-60.8%)
|
5.39M
est: 6.41M (-15.8%)
|
5.73M
est: 5.65M (+1.4%)
|
6.43M
est: 5.92M (+8.6%)
|
19.64M
est: 6.84M (+187.1%)
|
23.41M
est: 7.38M (+217.2%)
|
18.15M
est: 18.15M (+0.0%)
|
6.46M
est: 6.46M (+0.0%)
|
10.66M
est: 21.19M (-49.7%)
|
22.13M
21.13M – 23.13M
+4.4% YoY
|
23.79M
22.80M – 24.78M
+7.5% YoY
|
25.33M
24.78M – 25.88M
+6.5% YoY
|
| SGA |
18.77M
est: 6.61M (+184.1%)
|
29.50M
est: 30.22M (-2.4%)
|
44.95M
est: 47.22M (-4.8%)
|
44.89M
est: 46.92M (-4.3%)
|
52.66M
est: 54.85M (-4.0%)
|
58.21M
est: 55.90M (+4.1%)
|
65.37M
est: 62.15M (+5.2%)
|
67.79M
est: 67.45M (+0.5%)
|
83.70M
est: 78.85M (+6.2%)
|
91.70M
est: 89.14M (+2.9%)
|
91.84M
est: 93.59M (-1.9%)
|
93.79M
est: 94.89M (-1.2%)
|
96.01M
est: 99.86M (-3.9%)
|
95.29M
est: 107.73M (-11.6%)
|
—
est: 117.59M (-100.0%)
|
-83.0K
est: 40.41M (-100.2%)
|
—
est: 34.83M (-100.0%)
|
37.91M
37.55M – 38.35M
+8.8% YoY
|
39.21M
38.47M – 40.24M
+3.4% YoY
|
41.17M
40.74M – 41.59M
+5.0% YoY
|
| EPS |
0.23
est: 0.23 (+0.6%)
|
0.38
est: 0.39 (-2.4%)
|
0.52
est: 0.51 (+1.6%)
|
0.58
est: 0.62 (-6.2%)
|
0.66
est: 0.79 (-16.3%)
|
0.69
est: 0.83 (-17.3%)
|
0.68
est: 0.83 (-18.0%)
|
0.94
est: 0.91 (+3.6%)
|
0.43
est: 1.06 (-59.6%)
|
0.39
est: 1.08 (-63.8%)
|
0.42
est: 1.18 (-64.3%)
|
0.43
est: 1.20 (-64.1%)
|
1.25
est: 1.52 (-17.8%)
|
1.49
est: 1.58 (-5.6%)
|
1.15
est: 1.41 (-18.5%)
|
0.40
est: 1.51 (-73.4%)
|
0.66
est: 1.30 (-49.2%)
|
1.35
1.30 – 1.42
+3.8% YoY
|
1.44
1.40 – 1.52
+6.5% YoY
|
1.55
1.52 – 1.59
+8.0% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 2/5 | 5/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
41.32M
OE per share TTM
2.55
Owner's Yield
19.57%
Maintenance CapEx ratio
113.78%
Maint CapEx / Avg PPE
6.9%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 7 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Europe SmallCap Dividend UCITS ETF WTES.DE | 0.10% | 89.0K | 0.38% |
| 2 | WisdomTree Europe SmallCap Dividend UCITS ETF Acc DFEA.L | 0.10% | 89.0K | 0.38% |
| 3 | WisdomTree International SmallCap Dividend Fund DLS | 0.04% | 406.0K | 0.58% |
| 4 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.04% | 156.5K | 0.48% |
| 5 | State Street SPDR FTSE UK All Share UCITS ETF (Dist) FTAD.L | 0.01% | 113.1K | 0.20% |
| 6 | State Street SPDR FTSE UK All Share UCITS ETF (Acc) FTAL.L | 0.01% | 113.1K | 0.20% |
| 7 | Dimensional - International Small Cap ETF DFIS | 0.00% | 200.5K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
42.3K
Shares Outstanding
15.44M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrea Gertrude Martha Montague | Group Chief Executive Officer & Executive Director | 1M | female |
| Katherine Louise Jones | Chief Financial Officer & Executive Director | 707.3K | female |
| Andrew Robinson | Chief People Officer | — | male |
| Catherine Steele | Group Communications & Marketing Director | — | female |
| Daniel | Senior Investment Director of London | — | male |
| Eva Hatfield | Director of Investor Relations | — | — |
| Robin Eggar | Chief Commercial Officer | — | male |
| Simon Broomfield | General Counsel | — | male |
| Adam Temple | Senior Investment Director & Head of Adviser Solutions | — | male |
| Will Hobbs | Chief Investment Officer | — | male |
| Alick Mackay | Strategy & Corporate Development Director | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for BRK.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
