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Liontrust Asset Management PLC (LIO.L)
GBp338.00
+1.50 (+0.45%)
GB LSE Financial Services Asset Management
Address
Two Savoy Court WC2R 0EZ
London, GB
London, GB
CEO
John Stephen Ions
Website
liontrust.co.uk
IPO
1999-07-21
ISIN GB0007388407
Description
Liontrust Asset Management Plc is a publicly owned investment manager. The firm also launches equity, fixed income, , multi-asset and managed funds for its clients. It invests into the public equity and multi-asset markets across the globe. The firm was formerly known as River and Mercantile Investment Management Limited. Liontrust Asset Management Plc was founded in 1994 and is based 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
GBp338.00
+1.50 (+0.45%)
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Volume Profile
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Liquidity & share structure
Average Volume
272.9K
Beta
1.45
Float Shares
57.36M
Free Float %
95.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.99% | +13.70% | +16.07% | +12.87% | +16.73% | +15.63% | -18.46% | -59.07% | -80.09% | +10.83% | +91.88% |
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
338.00
DCF (Unlevered)
1,043.79
+208.8%
DCF (Levered)
565.73
+67.4%
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)
63% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
Quality scores
Altman Z-Score
3.76
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-20.9% Q1'26: -30.4% (vs Q1'24)
-
EPS growth Asset Management: +22.7%-42.8% Q1'26: -13.7% (vs Q1'24)
-
FCF margin FCF growth · Asset Management: +27.7%+10.1% Q1'26: +22.1% (vs Q1'24)
-
EBIT margin Asset Management: +50.6%+10.8% Q1'26: +11.2% (vs Q1'24)
-
ROIC Asset Management: +6.5%+17.0% ★ Q1'26: +34.9% (vs Q1'24)
-
Share dilution Asset Management: +0.0%-2.1% ★ Q1'26: -2.9% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.08× ★ Q1'26: 0.04× (vs Q1'24)
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 |
Mar 2001 actual |
Mar 2004 actual |
Mar 2005 actual |
Mar 2006 actual |
Mar 2007 actual |
Mar 2008 actual |
Mar 2009 actual |
Mar 2010 actual |
Mar 2011 actual |
Mar 2012 actual |
Mar 2013 actual |
Mar 2014 actual |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 7 Rev. Ana. 5 EPS Ana. |
Mar 2027 7 Rev. Ana. 4 EPS Ana. |
Mar 2028 7 Rev. Ana. 5 EPS Ana. |
Mar 2029 5 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 8.98M (-100.0%)
|
24.49M
est: 24.96M (-1.9%)
|
28.32M
est: 28.17M (+0.5%)
|
26.89M
est: 27.59M (-2.5%)
|
30.24M
est: 30.65M (-1.4%)
|
41.00M
est: 40.46M (+1.3%)
|
36.00M
est: 32.86M (+9.6%)
|
13.17M
est: 14.45M (-8.9%)
|
8.93M
est: 10.20M (-12.5%)
|
13.71M
est: 12.08M (+13.5%)
|
20.45M
est: 18.64M (+9.7%)
|
28.46M
est: 28.22M (+0.9%)
|
36.82M
est: 33.38M (+10.3%)
|
44.99M
est: 39.02M (+15.3%)
|
51.51M
est: 47.83M (+7.7%)
|
76.86M
est: 74.03M (+3.8%)
|
97.56M
est: 84.18M (+15.9%)
|
124.03M
est: 106.15M (+16.8%)
|
175.08M
est: 164.40M (+6.5%)
|
245.57M
est: 227.93M (+7.7%)
|
243.34M
est: 229.46M (+6.0%)
|
197.89M
est: 189.74M (+4.3%)
|
169.88M
est: 162.24M (+4.7%)
|
128.18M
122.52M – 133.09M
-21.0% YoY
|
129.48M
117.72M – 144.09M
+1.0% YoY
|
139.11M
113.34M – 161.39M
+7.4% YoY
|
149.05M
128.26M – 169.50M
+7.1% YoY
|
| EBITDA |
5.47M
est: 2.24M (+143.7%)
|
8.90M
est: 16.12M (-44.8%)
|
9.91M
est: 10.83M (-8.5%)
|
9.58M
est: 11.36M (-15.7%)
|
10.94M
est: 12.78M (-14.4%)
|
16.63M
est: 16.76M (-0.8%)
|
12.65M
est: 14.29M (-11.5%)
|
746.0K
est: 5.84M (-87.2%)
|
-1.88M
est: -705.7K (-166.5%)
|
-464.0K
est: -6.04M (+92.3%)
|
-431.0K
est: 154.3K (-379.3%)
|
6.02M
est: -6.30M (+195.6%)
|
11.65M
est: 4.45M (+162.0%)
|
13.94M
est: 8.26M (+68.7%)
|
13.65M
est: 11.56M (+18.0%)
|
22.45M
est: 14.22M (+57.9%)
|
24.39M
est: 14.40M (+69.4%)
|
32.65M
est: 26.00M (+25.6%)
|
42.49M
est: 20.60M (+106.3%)
|
91.55M
est: 23.34M (+292.2%)
|
92.35M
est: 33.34M (+177.0%)
|
13.56M
est: 41.77M (-67.5%)
|
31.56M
est: 37.94M (-16.8%)
|
30.47M
29.13M – 31.64M
-19.7% YoY
|
30.78M
27.99M – 34.26M
+1.0% YoY
|
33.07M
26.95M – 38.37M
+7.4% YoY
|
35.44M
30.49M – 40.30M
+7.1% YoY
|
| EBIT |
—
est: 1.60M (-100.0%)
|
8.80M
est: 14.17M (-37.9%)
|
9.80M
est: 9.71M (+1.0%)
|
9.51M
est: 9.60M (-0.9%)
|
10.88M
est: 10.56M (+3.1%)
|
16.56M
est: 14.39M (+15.1%)
|
12.37M
est: 12.51M (-1.1%)
|
478.0K
est: 5.30M (-91.0%)
|
-2.12M
est: -705.7K (-200.3%)
|
-1.57M
est: -6.04M (+74.0%)
|
-3.71M
est: -2.47M (-50.1%)
|
3.31M
est: -5.55M (+159.6%)
|
9.11M
est: 4.57M (+99.4%)
|
11.37M
est: 8.21M (+38.4%)
|
10.53M
est: 11.52M (-8.6%)
|
20.19M
est: 14.19M (+42.3%)
|
22.17M
est: 14.39M (+54.1%)
|
28.20M
est: 25.98M (+8.6%)
|
35.04M
est: 20.92M (+67.5%)
|
79.43M
est: 23.71M (+235.0%)
|
60.86M
est: 33.87M (+79.7%)
|
-512.0K
est: 42.43M (-101.2%)
|
20.35M
est: 25.50M (-20.2%)
|
20.49M
19.58M – 21.27M
-19.7% YoY
|
20.69M
18.81M – 23.03M
+1.0% YoY
|
22.23M
18.12M – 25.79M
+7.4% YoY
|
23.82M
20.50M – 27.09M
+7.1% YoY
|
| Net Income |
3.79M
est: 4.93M (-23.1%)
|
7.53M
est: 12.40M (-39.2%)
|
7.51M
est: 8.46M (-11.3%)
|
7.25M
est: 7.35M (-1.3%)
|
8.02M
est: 8.00M (+0.2%)
|
11.07M
est: 10.56M (+4.9%)
|
8.48M
est: 9.01M (-6.0%)
|
1.09M
est: 3.82M (-71.5%)
|
-4.55M
est: 776.3K (-686.4%)
|
-237.0K
est: -5.45M (+95.6%)
|
-3.95M
est: -308.7K (-1,180.9%)
|
2.12M
est: -6.00M (+135.4%)
|
6.21M
est: 3.09M (+101.0%)
|
7.31M
est: 7.04M (+3.9%)
|
6.83M
est: 8.97M (-23.9%)
|
8.72M
est: 10.65M (-18.1%)
|
20.06M
est: 10.20M (+96.8%)
|
13.22M
est: 23.52M (-43.8%)
|
27.67M
est: 16.30M (+69.7%)
|
59.20M
est: 18.48M (+220.4%)
|
39.33M
est: 39.33M (+0.0%)
|
-3.49M
est: -3.49M (+0.0%)
|
16.70M
est: 36.76M (-54.6%)
|
22.85M
21.89M – 23.82M
-37.8% YoY
|
22.62M
20.20M – 25.04M
-1.0% YoY
|
28.75M
23.23M – 34.27M
+27.1% YoY
|
31.25M
25.58M – 36.82M
+8.7% YoY
|
| SGA |
—
est: 4.02M (-100.0%)
|
—
est: 19.45M (-100.0%)
|
4.17M
est: 12.86M (-67.6%)
|
3.18M
est: 17.43M (-81.7%)
|
19.14M
est: 18.78M (+1.9%)
|
4.40M
est: 25.21M (-82.6%)
|
5.35M
est: 20.63M (-74.1%)
|
3.95M
est: 10.83M (-63.5%)
|
6.20M
est: 9.74M (-36.3%)
|
7.83M
est: 5.40M (+45.0%)
|
15.07M
est: 8.33M (+80.8%)
|
17.55M
est: 26.70M (-34.3%)
|
21.26M
est: 25.82M (-17.6%)
|
25.66M
est: 28.66M (-10.5%)
|
37.81M
est: 38.17M (-0.9%)
|
39.02M
est: 59.08M (-33.9%)
|
43.37M
est: 64.05M (-32.3%)
|
74.00M
est: 69.59M (+6.3%)
|
66.76M
est: 95.43M (-30.0%)
|
139.10M
est: 108.14M (+28.6%)
|
147.72M
est: 154.49M (-4.4%)
|
134.60M
est: 84.81M (+58.7%)
|
87.75M
est: 93.77M (-6.4%)
|
74.09M
70.81M – 76.92M
-21.0% YoY
|
74.83M
68.04M – 83.28M
+1.0% YoY
|
80.40M
65.51M – 93.28M
+7.4% YoY
|
86.15M
74.13M – 97.97M
+7.1% YoY
|
| EPS |
0.11
est: 0.08 (+42.2%)
|
0.23
est: 0.23 (-2.1%)
|
0.23
est: 0.23 (-0.7%)
|
0.23
est: 0.24 (-6.1%)
|
0.26
est: 0.28 (-6.4%)
|
0.37
est: 0.37 (-0.7%)
|
0.28
est: 0.32 (-11.8%)
|
0.04
est: 0.00 (+1,225.2%)
|
-0.15
est: -0.05 (-176.9%)
|
-0.06
est: -0.01 (-445.5%)
|
-0.11
est: 0.06 (-274.4%)
|
0.06
est: 0.15 (-62.2%)
|
0.15
est: 0.20 (-26.5%)
|
0.16
est: 0.22 (-26.3%)
|
0.15
est: 0.27 (-44.5%)
|
0.18
est: 0.40 (-55.4%)
|
0.40
est: 0.47 (-14.2%)
|
0.25
est: 0.57 (-55.8%)
|
0.47
est: 0.78 (-39.7%)
|
0.98
est: 1.14 (-14.6%)
|
0.61
est: 1.08 (-43.0%)
|
-0.05
est: 0.77 (-107.1%)
|
0.26
est: 0.59 (-55.8%)
|
0.37
0.35 – 0.38
-38.1% YoY
|
0.37
0.32 – 0.40
-0.1% YoY
|
0.43
0.37 – 0.55
+17.4% YoY
|
0.50
0.41 – 0.59
+16.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-28 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-27 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-26 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
36.38M
OE per share TTM
0.57
Owner's Yield
18.89%
Maintenance CapEx ratio
16.42%
Maint CapEx / Avg PPE
2.1%
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 6 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Avantis International Small Cap Equity ETF AVDS | 0.01% | 37.0K | 0.30% |
| 2 | Avantis Responsible International Equity ETF AVSD | 0.00% | 23.3K | 0.23% |
| 3 | State Street SPDR FTSE UK All Share UCITS ETF (Dist) FTAD.L | 0.00% | 42.8K | 0.20% |
| 4 | State Street SPDR FTSE UK All Share UCITS ETF (Acc) FTAL.L | 0.00% | 42.8K | 0.20% |
| 5 | Avantis International Equity ETF AVDE | 0.00% | 409.4K | 0.23% |
| 6 | Dimensional - International Small Cap ETF DFIS | 0.00% | 79.0K | 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
64.4K
Shares Outstanding
59.81M
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 |
|---|---|---|---|
| John Stephen Ions | Chief Executive Officer & Executive Director | 997.0K | male |
| Vinay Kumar Abrol | Chief Financial Officer & Executive Director | 704.0K | male |
| Louise Dilworth | Head of Human Resources | — | female |
| Mark Barrie Hawtin | Head of Global Growth Equities | — | male |
| David James Boyle | Head of Corporate Development | — | male |
| Sally Buckmaster | Company Secretary & General Counsel | — | female |
| Simon John Jeremy Hildrey | Chief Marketing Officer | — | male |
| Stephen Corbett | Head of Investor Relations | — | male |
| Ross Carmichael | Chief Technology Officer | — | male |
| James Inglis-Jones | Co-Head of Cashflow Solution | — | — |
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 LIO.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.
