Aberdeen reports solid 1H25 results with profit ahead of expectations

Published 30/07/2025, 09:40

Investing.com -- Aberdeen Group PLC (LON:ABDN) on Wednesday reported first-half 2025 adjusted operating profit of £125 million, exceeding analyst consensus by 3%, despite facing challenges in its Adviser segment.

The asset manager posted total assets under management and administration (AUMA) of £518 billion, beating market expectations of £512 billion.

This growth was supported by better-than-anticipated net flows in its Investments & Retirement Wealth (I&RW) division, which saw £1.8 billion in inflows excluding liquidity, compared to consensus forecasts of £0.8 billion in outflows.

Interactive Investor emerged as a standout performer with £4 billion in net flows, representing 29% year-over-year growth.

The platform’s adjusted operating profit rose 25% to £69 million, while its customer base expanded by 9% to 461,000, including a 27% increase in SIPP accounts.

Aberdeen’s adjusted capital generation reached £145 million, surpassing both company estimates and consensus expectations of £133 million, helped by improved net financing costs and investment returns.

The company’s cost-income ratio improved to 80.0%, better than the 80.7% analysts had predicted, reflecting ongoing benefits from cost-cutting initiatives and tight control of variable expenses.

Despite these positive results, Aberdeen noted weaker revenue margins for its Adviser segment in the second half. The Insurance Partners division experienced £4.5 billion in outflows, while the Adviser segment saw £0.9 billion in outflows.

Aberdeen reaffirmed its fiscal year 2026 adjusted operating profit target of at least £300 million, compared to current consensus estimates of £267 million.

The company’s transformation program remains on track to deliver £150 million in annualized cost savings by the end of 2025.

Aberdeen shares were trading at 198.30 pence, with RBC maintaining an Underperform rating and a price target of 140 pence.

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