Deutsche Bank upgrades AJ Bell to “buy,” lowers price target to 480p

Published 01/04/2025, 11:40
© Reuters.

Investing.com -- Deutsche Bank (ETR:DBKGn) has upgraded AJ Bell to "buy" from "hold," citing a more favorable risk-reward profile following a 17% decline in the stock price since its previous downgrade. 

Shares of the British company were down 1.5% 06:37 ET (10:37 GMT).

The brokerage also adjusted its price target slightly downward from 500 pence to 480 pence, while AJ Bell’s last closing price stood at 402 pence.

Deutsche Bank analysts acknowledged that its previous downgrade on December 6, 2024, was primarily based on valuation concerns.

However, with no fundamental changes to AJ Bell’s business and the stock underperforming the broader FTSE All-Share index—which gained 2% over the same period—the brokerage sees an improved entry point for investors.

One key risk remains unresolved - regulatory uncertainty surrounding the company’s interest margin on client cash. 

The Financial Conduct Authority reiterated on December 9, 2024, that this issue remains a priority for 2025. 

According to Deutsche Bank’s estimates, interest margin on client cash accounts for about 44% of AJ Bell’s forecasted revenue for the 2025 financial year, with its contribution roughly equivalent to the firm’s entire expected operating profit for the year.

Despite this regulatory overhang, Deutsche Bank flagged recent signals from the UK government suggesting a push toward deregulation and pro-growth policies. 

This could work in AJ Bell’s favor if regulators ease restrictions that might otherwise affect the company’s earnings potential.

With the stock trading lower and no changes in business fundamentals, Deutsche Bank now sees a compelling case for buying AJ Bell shares at current levels.

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