Quilter plc (QLT.L)
London, GB
Established in London in 2007, Quilter plc is a financial services firm that delivers advice-led investment solutions and platforms across the United Kingdom and internationally. The company serves two primary client groups: High Net Worth individuals and the Affluent segment. Its comprehensive financial guidance spans areas such as protection, mortgages, savings, investments, and pensions. Quilter's core offerings include the Quilter Investment Platform, a system designed for wealth management products and services that are delivered through professional advice; Quilter Investors, which develops various investment solutions; and Quilter Financial Planning, an independent and restricted network of financial advisors. This network provides mortgage and financial planning expertise, alongside other financial solutions, to both individual and corporate clients via its wide array of intermediaries. Additionally, Quilter offers discretionary investment management services to high-net-worth customers, charities, companies, and institutions, facilitated through its branch network.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.05% | -1.02% | +4.92% | -1.02% | +1.57% | +6.01% | +31.35% | +130.68% | +6.52% | +9.40% | +9.40% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 6 | 0 |
| Hold | 6 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 1 | 0 |
-
Revenue growth Asset Management: +17.4%+72.8% ★ Q4'25: +123.3% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+452.5% ★ Q4'25: +103.3% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+2.4% ★ Q4'25: +46.7% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+3.7% Q4'25: +3.5% (vs Q4'23)
-
ROIC Asset Management: +6.5%— Q4'25: -135.9% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.2% Q4'25: -1.7% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.73× ★ Q4'25: 0.29× (vs Q4'23)
* 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.
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 12 Rev. Ana. 11 EPS Ana. |
Dec 2027 13 Rev. Ana. 11 EPS Ana. |
Dec 2028 10 Rev. Ana. 4 EPS Ana. |
Dec 2029 5 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
-2.29B
est: 778.16M (-394.0%)
|
1.15B
est: 783.55M (+46.9%)
|
3.46B
est: 681.68M (+407.7%)
|
4.69B
est: 672.54M (+596.8%)
|
-4.04B
est: 593.24M (-781.0%)
|
4.63B
est: 6.43B (-28.1%)
|
5.42B
est: 667.80M (+711.6%)
|
9.36B
est: 698.62M (+1,240.4%)
|
764.32M
752.75M – 774.18M
+9.4% YoY
|
811.63M
788.00M – 829.00M
+6.2% YoY
|
863.36M
862.01M – 864.71M
+6.4% YoY
|
2.58B
2.53B – 2.63B
+199.4% YoY
|
| EBITDA |
72.00M
est: 15.64M (+360.5%)
|
186.00M
est: 59.92M (+210.4%)
|
162.00M
est: 13.70M (+1,082.7%)
|
160.00M
est: 13.51M (+1,084.0%)
|
144.00M
est: 11.92M (+1,108.0%)
|
163.00M
est: 119.96M (+35.9%)
|
108.00M
est: 12.46M (+766.9%)
|
371.00M
est: 13.03M (+2,746.5%)
|
14.26M
14.04M – 14.44M
+9.4% YoY
|
15.14M
14.70M – 15.47M
+6.2% YoY
|
16.11M
16.08M – 16.13M
+6.4% YoY
|
48.22M
47.14M – 49.05M
+199.4% YoY
|
| EBIT |
18.00M
est: 9.74M (+84.8%)
|
120.00M
est: 41.33M (+190.4%)
|
99.00M
est: 129.73M (-23.7%)
|
97.00M
est: 137.70M (-29.6%)
|
85.00M
est: 148.52M (-42.8%)
|
111.00M
est: 91.09M (+21.9%)
|
56.00M
est: 9.48M (+490.9%)
|
345.00M
est: 9.90M (+3,386.0%)
|
10.83M
10.66M – 10.97M
+9.4% YoY
|
11.50M
11.16M – 11.74M
+6.2% YoY
|
12.23M
12.21M – 12.25M
+6.4% YoY
|
36.61M
35.80M – 37.25M
+199.4% YoY
|
| Net Income |
174.00M
est: 136.84M (+27.2%)
|
43.00M
est: 504.17M (-91.5%)
|
88.00M
est: 122.20M (-28.0%)
|
154.00M
est: 129.70M (+18.7%)
|
175.00M
est: 29.00M (+503.4%)
|
42.00M
est: 51.73M (-18.8%)
|
-34.00M
est: 135.57M (-125.1%)
|
120.00M
est: 150.64M (-20.3%)
|
171.37M
152.79M – 189.94M
+13.8% YoY
|
192.49M
175.39M – 209.58M
+12.3% YoY
|
215.01M
197.82M – 232.20M
+11.7% YoY
|
195.30M
189.64M – 199.68M
-9.2% YoY
|
| SGA |
33.00M
est: 52.06M (-36.6%)
|
682.00M
est: 719.06M (-5.2%)
|
577.00M
est: 564.13M (+2.3%)
|
585.00M
est: 598.77M (-2.3%)
|
547.00M
est: 39.69M (+1,278.2%)
|
546.00M
est: 215.80M (+153.0%)
|
327.00M
est: 22.41M (+1,359.1%)
|
—
est: 23.45M (-100.0%)
|
25.65M
25.26M – 25.98M
+9.4% YoY
|
27.24M
26.45M – 27.82M
+6.2% YoY
|
28.98M
28.93M – 29.02M
+6.4% YoY
|
86.74M
84.81M – 88.24M
+199.4% YoY
|
| EPS |
0.11
est: 0.10 (+11.9%)
|
0.03
est: 0.10 (-71.6%)
|
0.06
est: 0.07 (-14.9%)
|
0.05
est: 0.08 (-44.3%)
|
0.12
est: 0.07 (+83.5%)
|
0.03
est: 0.04 (-16.4%)
|
-0.03
est: 0.10 (-125.9%)
|
0.09
est: 0.11 (-17.1%)
|
0.12
0.11 – 0.14
+14.4% YoY
|
0.14
0.13 – 0.15
+12.0% YoY
|
0.15
0.14 – 0.17
+9.0% YoY
|
0.14
0.14 – 0.14
-6.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-28 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 3/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 3/5 | 3/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Steven Levin | Chief Executive Officer & Executive Director | 2M | male |
| Mark Oscar Satchel | Chief Financial Officer & Executive Director | 1M | male |
| Ernst Knacke | Fund Research Analyst | — | male |
| John Goddard | Chief Executive Officer at Quilter Cheviot | — | male |
| John-Paul Crutchley | Head of Investor Relations | — | male |
| Kevin Stephen Lee-Crossett | Chief Legal Officer | — | male |
| Marcus Brookes | Chief Investment Officer & MD of Quilter Investors | — | male |
| Nick Sacre-Hardy | Interim Chief Risk Officer | — | male |
| Penny Cole | Chief People Officer | — | female |
| Sarah Houlston | Chief Operating Officer | — | female |
| Stephen Gazard | Chief Distribution Officer | — | male |
| Clare Frances Barrett | Company Secretary | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for QLT.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.

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