- The trend backdrop is active with a 12-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
AJB
LSE
Week ended 07 Aug 2026
Weekly Investor Report
AJ Bell plc · Financial Services · Asset Management
Latest close
610.5 GBP
3.9%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 15.3% above the Trend Line and sits at 79.0% of its 52-week range. The latest completed week returned 3.9%, after a 0.2% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers. The latest news-sentiment score is 54/100. Near-term considerations: volume confirmation is below normal.
Setup score
55
out of 100
Latest Close
610.5 GBP
7 Aug 2026
1W Return
3.9%
latest completed week
4W Return
0.2%
short-term follow-through
12W Return
18.2%
quarterly tape
Trend Breadth
53.8%
28 of 52 weeks active
Volume Ratio
0.7x
vs 13-week average
- 16 reversal markers appear in the recent smart-money tape.
- Recent volatility is running well above the one-year baseline.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
3.9%
Latest completed week; four-week move 0.2%.
Indicator stack
71/45
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
54/100
5 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 15.3% above the Trend Line and sits at 79.0% of its 52-week range. The latest completed week returned 3.9%, after a 0.2% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 0.7x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.9212-week average 0.83
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.92Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1616 reversal markers
No recent accumulation markers. 16 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.2% over four weeks, 18.2% over 12 weeks, and 17.0% over one year. The current trend has remained active for 12 consecutive weeks.
Performance by holding period
Active trend streak12 weeks
Active weeks in one year28
Trend breadth53.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.09Latest activity-pressure read.
Pressure change-85.4%Four-week change in activity pressure.
Leadership8.60Latest relative-leadership reading.
RS change-29.6%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Mar 2026
Field coverage 88%
Model confidence 82%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength45/100Blend of value, momentum, and quality. Underlying universe rank 56; rank 1 is best.
Value3/100Relative valuation strength. Underlying universe rank 98; rank 1 is best.
Quality98/100Profitability and accounting quality. Underlying universe rank 3; rank 1 is best.
Momentum86/100Medium-term price momentum. Underlying universe rank 15; rank 1 is best.
Growth94/100Revenue and earnings growth. Underlying universe rank 7; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 22.9x Price divided by trailing earnings.
- Price / sales
- 7.6x Market value relative to trailing revenue.
- EV / EBITDA
- 15.7x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 3.7% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- 41.9% Operating profit retained from revenue.
- Free-cash-flow margin
- 26.4% Free cash flow generated from revenue.
- Return on invested capital
- 176.8% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 18.0% Latest one-year revenue growth.
- EPS growth
- 27.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -10.0% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 7/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 2.4% Cash dividends relative to market value.
- Buyback yield
- 1.8% Net share repurchases relative to market value.
- Shareholder yield
- 4.3% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -1.1x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment54/100
Weighted news tone is neutral across 5 relevant articles.
2 positive · 3 neutral · 0 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-7.8%Distance below the 52-week high.
13-week volatility7.6%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher13 of 2613 weeks finished lower.
Best week+24.5%Week of 22 May.
Worst week-6.3%Week of 13 Feb.
Latest week+3.9%Week of 7 Aug.
Shape of recent returns
Strong gains5
Modest gains8
Flat weeks0
Modest losses9
Sharp losses4
Recent vol7.6%13-week weekly-return volatility.
Base vol4.9%52-week weekly-return volatility.
Up/down split23/28Count of positive and negative weeks in the 52-week window.
Average skew4.1% / -2.6%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorGB Financial Services
4-week rank66 / 100
Group average2.1%
Trend breadth60.0%
Trend60.0%active weekly trend signals
MD68.0%positive activity pressure
RS53.0%positive relative leadership
Four-week leaders
IndustryGB Asset Management
4-week rank63 / 100
Group average1.2%
Trend breadth46.0%
Trend46.0%active weekly trend signals
MD62.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape55/100
Trend, activity pressure, participation, and risk combine to a 55/100 tape read.
Indicator analysis82/100Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.
Activity pressure 0.92; 16 reversal markers Factors57/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 27; Small Cap Core rank 96 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment54/100Weighted news tone is neutral across 5 relevant articles.
AJ Bell Plc Revenue Breakdown – LSE:AJB Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 610.5 GBP | 3.9% | 529.3 GBP | 431.9 GBP | 0.09 | 8.60 | 2.8M | On |
| 31 Jul 2026 | 587.5 GBP | -1.4% | 524.0 GBP | 429.9 GBP | 0.26 | 4.77 | 4.4M | On |
| 24 Jul 2026 | 596.0 GBP | -1.2% | 519.2 GBP | 428.2 GBP | 0.48 | 7.45 | 3.4M | On |
| 17 Jul 2026 | 603.5 GBP | -1.0% | 513.9 GBP | 426.5 GBP | 0.57 | 10.08 | 3.3M | On |
| 10 Jul 2026 | 609.5 GBP | -4.2% | 508.6 GBP | 424.6 GBP | 0.64 | 12.22 | 2.5M | On |
| 3 Jul 2026 | 636.0 GBP | 8.8% | 503.5 GBP | 422.8 GBP | 0.74 | 15.09 | 545.0K | On |
| 26 Jun 2026 | 584.5 GBP | -2.2% | 498.7 GBP | 420.7 GBP | 0.79 | 7.56 | 459.7K | On |
| 19 Jun 2026 | 597.5 GBP | -4.1% | 497.2 GBP | 419.0 GBP | 1.00 | 11.37 | 1.6M | On |
| 12 Jun 2026 | 623.0 GBP | 2.5% | 494.1 GBP | 417.2 GBP | 1.21 | 15.00 | 2.3M | On |
| 5 Jun 2026 | 608.0 GBP | 0.2% | 490.3 GBP | 415.4 GBP | 1.12 | 13.53 | 754.8K | On |
| 29 May 2026 | 607.0 GBP | -5.6% | 488.0 GBP | 413.5 GBP | 1.06 | 13.02 | 6.5M | On |
| 22 May 2026 | 642.9 GBP | 24.5% | 485.6 GBP | 411.7 GBP | 0.98 | 19.17 | 17.9M | On |
| 15 May 2026 | 516.5 GBP | -2.0% | 482.3 GBP | 409.6 GBP | 0.79 | -1.56 | 5.1M | Off |
| 8 May 2026 | 527.0 GBP | 1.5% | 482.6 GBP | 408.3 GBP | 0.90 | -0.09 | 5.3M | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.