Brooks Macdonald Group (LON:BRK) Issues Quarterly Earnings Results

Brooks Macdonald Group (LON:BRK) released its earnings results on Tuesday. The company reported GBX 66.10 earnings per share for the quarter, Digital Look Earnings reports. Brooks Macdonald Group had a net margin of 5.03% and a return on equity of 4.30%.

Here are the key takeaways from Brooks Macdonald Group’s conference call:

• Returned to net flows and exceeded GBP 20 billion of FUMA, while reporting 12% revenue growth, double‑digit MPS growth and 50% BPS growth, driven by strong investment performance.
• Major digital and AI-led upgrades (digital onboarding, an IT support bot and automated fact‑sheet production) have materially reduced manual work, freed capacity for client-facing staff and improved retention.
• H1 cash outflow (~GBP 21m) reflected transformation spend, a one‑off office fit‑out and shareholder returns (~GBP 11m); management says H2 investment will be lower (roughly half H1 levels) but expects a ~GBP 10m deferred M&A payment.
• Growth strategy: the firm targets a 20% increase in IFAs served over three years, pursuing both organic expansion and selective acquisitions focused on quality, cultural fit and earnings accretion.

Brooks Macdonald Group Trading Down 3.3%

BRK stock traded down GBX 55 during midday trading on Tuesday, reaching GBX 1,615. The stock had a trading volume of 23,236 shares, compared to its average volume of 19,721. The firm has a market cap of £249.36 million, a price-to-earnings ratio of 12.54, a PEG ratio of 0.85 and a beta of 0.80. The company has a quick ratio of 2.43, a current ratio of 2.29 and a debt-to-equity ratio of 2.50. Brooks Macdonald Group has a twelve month low of GBX 1,350 and a twelve month high of GBX 1,880. The business has a fifty day simple moving average of GBX 1,630.18 and a two-hundred day simple moving average of GBX 1,700.

About Brooks Macdonald Group

Brooks Macdonald Group plc, through its subsidiaries, provides a range of investment and wealth management services to private clients, pension funds, professional intermediaries, and trustees in the United Kingdom, Isle of Man, and the Channel Islands. It operates through two segments, UK Investment Management and International. The company offers financial planning advisory services to high-net-worth individuals and families; and multi-asset and specialist fund products to the retail sector, as well as investment options.