Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Tatton Asset Management plc (TAM.L)
GBp728.00
-6.00 (-0.82%)
GB LSE Financial Services Asset Management
Address
Paradigm House SK9 3ND
Wilmslow, GB
Wilmslow, GB
CEO
Paul Henry Hogarth
Website
tattonassetmanagement.com
IPO
2017-07-06
ISIN GB00BYX1P358
Description
Tatton Asset Management plc, a firm established in 2017 and headquartered in Wilmslow, UK, provides a range of services primarily for independent financial advisors across the United Kingdom. These services encompass investment fund management, regulatory compliance consulting, and technical assistance. The company conducts its operations through two distinct divisions, Tatton and Paradigm. Additionally, it offers support services for mortgage advisors and facilitates the distribution of mortgage and insurance products.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| 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
Loading risk profile…
Price Chart
GBp728.00
-6.00 (-0.82%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
191.2K
Beta
0.73
Float Shares
50.20M
Free Float %
82.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.57% | +17.73% | +16.94% | +26.62% | +3.83% | +6.67% | +6.67% | +53.54% | +67.62% | +272.49% | +12,143.48% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
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
728.00
DCF (Unlevered)
1,143.65
+57.1%
DCF (Levered)
1,248.81
+71.5%
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)
100% Bullish
| Rating | 2026-06 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
28.85
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
8 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+20.1% ★ Q1'26: +48.9% (vs Q1'24)
-
EPS growth Asset Management: +22.7%+15.4% Q1'26: +33.3% (vs Q1'24)
-
FCF margin FCF growth · Asset Management: +27.7%+38.3% Q1'26: +60.1% (vs Q1'24)
-
EBIT margin Asset Management: +50.6%+46.7% Q1'26: +47.6% (vs Q1'24)
-
ROIC Asset Management: +6.5%+91.5% ★ Q1'26: +196.9% (vs Q1'24)
-
Share dilution Asset Management: +0.0%+1.2% Q1'26: +2.2% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.02× ★ Q1'26: 0.01× (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 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 5 Rev. Ana. 3 EPS Ana. |
Mar 2027 5 Rev. Ana. 4 EPS Ana. |
Mar 2028 5 Rev. Ana. 4 EPS Ana. |
Mar 2029 4 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
15.51M
est: 15.51M (0.0%)
|
17.52M
est: 16.64M (+5.3%)
|
21.37M
est: 19.87M (+7.5%)
|
23.35M
est: 22.92M (+1.9%)
|
29.36M
est: 29.10M (+0.9%)
|
32.33M
est: 32.30M (+0.1%)
|
36.81M
est: 36.12M (+1.9%)
|
45.31M
est: 43.84M (+3.4%)
|
52.51M
50.58M – 53.50M
+19.8% YoY
|
62.44M
60.69M – 64.00M
+18.9% YoY
|
69.08M
67.09M – 70.99M
+10.6% YoY
|
76.68M
76.67M – 76.68M
+11.0% YoY
|
| EBITDA |
5.57M
est: 7.25M (-23.2%)
|
6.54M
est: 3.88M (+68.4%)
|
10.81M
est: 7.21M (+50.0%)
|
8.23M
est: 11.98M (-31.3%)
|
12.54M
est: 13.36M (-6.1%)
|
17.78M
est: 14.90M (+19.3%)
|
18.47M
est: 16.43M (+12.4%)
|
22.85M
est: 21.59M (+5.8%)
|
25.97M
25.01M – 26.46M
+20.3% YoY
|
30.88M
30.01M – 31.65M
+18.9% YoY
|
34.16M
33.18M – 35.11M
+10.6% YoY
|
37.92M
37.92M – 37.92M
+11.0% YoY
|
| EBIT |
3.55M
est: 6.80M (-47.8%)
|
6.11M
est: 4.04M (+51.3%)
|
10.32M
est: 6.84M (+50.9%)
|
7.51M
est: 11.46M (-34.5%)
|
11.63M
est: 12.78M (-9.0%)
|
16.62M
est: 14.25M (+16.6%)
|
17.55M
est: 15.71M (+11.7%)
|
21.72M
est: 20.40M (+6.4%)
|
24.54M
23.64M – 25.01M
+20.3% YoY
|
29.19M
28.37M – 29.92M
+18.9% YoY
|
32.29M
31.36M – 33.18M
+10.6% YoY
|
35.84M
35.84M – 35.84M
+11.0% YoY
|
| Net Income |
2.28M
est: 5.91M (-61.5%)
|
4.86M
est: 2.57M (+89.0%)
|
8.36M
est: 5.60M (+49.2%)
|
8.36M
est: 9.31M (-10.2%)
|
6.11M
est: 10.37M (-41.1%)
|
9.24M
est: 13.37M (-30.9%)
|
12.99M
est: 12.99M (+0.0%)
|
16.14M
est: 16.14M (+0.0%)
|
20.48M
20.23M – 20.73M
+26.9% YoY
|
24.82M
23.00M – 26.63M
+21.2% YoY
|
27.25M
25.68M – 28.81M
+9.8% YoY
|
31.40M
29.33M – 31.49M
+15.2% YoY
|
| SGA |
8.98M
est: 8.79M (+2.2%)
|
10.21M
est: 11.20M (-8.8%)
|
12.66M
est: 12.68M (-0.2%)
|
15.85M
est: 15.08M (+5.0%)
|
17.73M
est: 16.81M (+5.4%)
|
15.88M
est: 18.76M (-15.4%)
|
19.16M
est: 20.67M (-7.3%)
|
24.48M
est: 23.50M (+4.1%)
|
28.45M
27.40M – 28.98M
+21.0% YoY
|
33.83M
32.88M – 34.67M
+18.9% YoY
|
37.42M
36.35M – 38.46M
+10.6% YoY
|
41.54M
41.54M – 41.54M
+11.0% YoY
|
| EPS |
0.04
est: 0.10 (-59.9%)
|
0.08
est: 0.10 (-21.9%)
|
0.15
est: 0.12 (+24.0%)
|
0.15
est: 0.14 (+4.1%)
|
0.11
est: 0.18 (-38.2%)
|
0.16
est: 0.21 (-22.3%)
|
0.21
est: 0.21 (-1.1%)
|
0.26
est: 0.27 (-3.3%)
|
0.33
0.32 – 0.33
+21.9% YoY
|
0.40
0.37 – 0.43
+21.4% YoY
|
0.44
0.41 – 0.46
+10.6% YoY
|
0.49
0.47 – 0.51
+10.9% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-18 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-12 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-10 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-09 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-08 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-04 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-03 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-02 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-06-01 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 4/5 | 1/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
34.98M
OE per share TTM
0.57
Owner's Yield
8.22%
Maintenance CapEx ratio
0.85%
Maint CapEx / Avg PPE
2.6%
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 9 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | abrdn International Small Cap Active ETF ASCI | 1.40% | 1.10M | 1.05% |
| 2 | WisdomTree UK Quality Dividend Growth UCITS ETF - GBP UGRW.L | 0.28% | 30.5K | 0.29% |
| 3 | WisdomTree Europe SmallCap Dividend UCITS ETF WTES.DE | 0.18% | 168.5K | 0.38% |
| 4 | WisdomTree Europe SmallCap Dividend UCITS ETF Acc DFEA.L | 0.18% | 168.5K | 0.38% |
| 5 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.05% | 194.7K | 0.48% |
| 6 | WisdomTree International SmallCap Dividend Fund DLS | 0.04% | 425.9K | 0.58% |
| 7 | Avantis International Small Cap Equity ETF AVDS | 0.02% | 53.3K | 0.30% |
| 8 | Avantis Responsible International Equity ETF AVSD | 0.00% | 18.3K | 0.23% |
| 9 | Dimensional - International Small Cap ETF DFIS | 0.00% | 19.8K | 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
246.9K
Shares Outstanding
61.01M
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 |
|---|---|---|---|
| Paul Henry Hogarth | Chief Executive Officer & Executive Director | 1M | male |
| Lothar Alfred Mentel | Chief Investment Officer & Executive Director | 786.0K | male |
| Paul Edwards | Chief Financial Officer & Executive Director | 775.0K | male |
| Robert Michael Hunt | Chief Executive Officer of Paradigm Mortgage Services & MD of Paradigm Consulting | — | male |
| Roddi Vaughan-Thomas | Head of Communications and Marketing | — | male |
| Claire Macneill | Secretary to the Board | — | — |
| Scott Adams | Head of IT | — | — |
| Justine Randall | Chief Commercial Officer | — | — |
| Louise Coleman | Head of Finance | — | — |
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 TAM.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.
