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Quilter plc (QLT.L)

GBp205.40 +3.80 (+1.88%)
GB LSE Financial Services Asset Management
Address Senator House EC4V 4AB
London, GB
CEO Steven David Levin
IPO 2018-06-25
ISIN GB00BNHSJN34

Explore sections of this company profile

Also trades on London Stock Exchange · QLT.L (GBp) Other OTC · QUILF (USD)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
GBp205.40 +3.80 (+1.88%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.82
Float Shares
1.27B
Free Float %
95.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.05% -1.02% +4.92% -1.02% +1.57% +6.01% +31.35% +130.68% +6.52% +9.40% +9.40%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
205.40
DCF (Unlevered) 157.02 -23.6%
DCF (Levered) 1,405.00 +584.0%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 6 0
Hold 6 0
Sell 1 0
Strong Sell 1 0
Quality scores
Altman Z-Score
0.28
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.80) × ERP
WACC = 91% × Ke + 9% × Kd (7.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 157.02 Current price: 205.40
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
11.44B
OE per share TTM
8.38
Owner's Yield
435.93%
Maintenance CapEx ratio
162.43%
Maint CapEx / Avg PPE
3.2%

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.

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
114.4K
Shares Outstanding
1.33B

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

NameTitleCompensationGender
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
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

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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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits