Brewin Dolphin Holdings logo

BRW - Brewin Dolphin Holdings Share Price

225.5p -4.5  -2.0%

Last Trade - 4:35pm

Sector
Financials
Size
Mid Cap
Market Cap £697.4m
Enterprise Value £609.3m
Revenue £352.6m
Position in Universe 444th / 1807
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -5.02%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -39.0%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 30th Sep 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
280.8 283.7 282.4 304.5 329 339.1 356.7 370.6 +3.8%
+11.4 +38.7 -13.5 +13.3 +9.9 -7.4 +11.0 +6.40
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the six months ended 31 March 2020, Brewin Dolphin Holdings plc revenues increased 8% to £175.8M. Net income decreased 6% to £21.5M. Revenues reflect Financial planning income increase of 30% to £16.4M, Fees from Asset Management increase of 3% to £115.8M. Net income was offset by Staff costs increase of 9% to £98.3M (expense), Other operating costs increase of 7% to £40.3M (expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for BRW
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2020
31st Dec 2021
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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EPS
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
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Profile Summary

Brewin Dolphin Holdings PLC is a United Kingdom-based company, which is a provider of wealth management services. The Company offers personalized wealth management services. The Company focuses on core services of discretionary investment management and financial advices, coupled with improving operational efficiency. It also offers investing money, pension and retirement, passing on wealth, protecting wealth and life events. The Company's investing money includes investing for growth, investing for income, investing tax efficiency, investing for goal and managing own investments. Its life events include family, divorce, later in life and selling of business. Its pension and retirement includes building retirement funds and options at retirement. Its services include Wealth Management, Investment Management, Financial Planning, Managed Portfolio Service (MPS), Brewin Portfolio Service (BPS) and Advisory. It offers Discretionary Management Service and Managed Portfolio Service.

Directors
Last Annual September 30th, 2019
Last Interim March 31st, 2020
Incorporated February 10, 1992
Public Since May 26, 1994
No. of Shareholders: n/a
No. of Employees: 1,864
Sector Financials
Industry Investment Banking & Investment Services
Index FTSE All Share , FTSE All Share Financials , FTSE All Share General Financial , FTSE 350 Higher Yield , FTSE 350 , FTSE 250 , FTSE 350 General Financial , ,
Exchange London Stock Exchange (Full)
Shares in Issue 303,232,690
Free Float (0.0%)
Eligible for
ISAs
SIPPs
BRW Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
Beta
Latest News for BRW
Upcoming Events for BRW
Wednesday 25th November, 2020
Full Year 2020 Brewin Dolphin Holdings PLC Earnings Release
Friday 5th February, 2021 Estimate
Brewin Dolphin Holdings PLC Annual Shareholders Meeting
Frequently Asked Questions for Brewin Dolphin Holdings
What is the Brewin Dolphin Holdings share price?

As of 4:35pm, shares in Brewin Dolphin Holdings are trading at 225.5p, giving the company a market capitalisation of £697.4m. This share price information is delayed by 15 minutes.

How has the Brewin Dolphin Holdings share price performed this year?

Shares in Brewin Dolphin Holdings are currently trading at 225.5p and the price has moved by -25.57% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Brewin Dolphin Holdings price has moved by -8.29% over the past year.

What are the analyst and broker recommendations for Brewin Dolphin Holdings?

Of the analysts with advisory recommendations for Brewin Dolphin Holdings, there are there are currently 5 "buy" , 1 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Brewin Dolphin Holdings is Buy. You can view the full broker recommendation list by unlocking its StockReport.

When will Brewin Dolphin Holdings next release its financial results?

Brewin Dolphin Holdings is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-03-31
What is the Brewin Dolphin Holdings dividend yield?

The Brewin Dolphin Holdings dividend yield is 7.13% based on the trailing twelve month period.

Does Brewin Dolphin Holdings pay a dividend?

Last year, Brewin Dolphin Holdings paid a total dividend of 0.16, and it currently has a trailing dividend yield of 7.13%. Looking ahead, Brewin Dolphin Holdings has not announced an ex-dividend date yet.

When does Brewin Dolphin Holdings next pay dividends?

Brewin Dolphin Holdings has yet to annouce their ex-dividend date. The historic dividend yield on Brewin Dolphin Holdings shares is currently 7.13%.

How do I buy Brewin Dolphin Holdings shares?

To buy shares in Brewin Dolphin Holdings you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Brewin Dolphin Holdings?

Shares in Brewin Dolphin Holdings are currently trading at 225.5p, giving the company a market capitalisation of £697.4m.

Where are Brewin Dolphin Holdings shares listed? Where are Brewin Dolphin Holdings shares listed?

Here are the trading details for Brewin Dolphin Holdings:

Country of listing: United Kingdom
Exchange: LSE
Ticker Symbol: BRW
What kind of share is Brewin Dolphin Holdings?

Based on an overall assessment of its quality, value and momentum, Brewin Dolphin Holdings is currently classified as a Contrarian. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Brewin Dolphin Holdings share price forecast 2020?

Shares in Brewin Dolphin Holdings are currently priced at 225.5p. At that level they are trading at 47.35% discount to the analyst consensus target price of 428.30.

Analysts covering Brewin Dolphin Holdings currently have a consensus Earnings Per Share (EPS) forecast of 0.19415 for the next financial year.

How can I tell whether the Brewin Dolphin Holdings share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Brewin Dolphin Holdings. Over the past six months, the relative strength of its shares against the market has been 3.99%. At the current price of 225.5p, shares in Brewin Dolphin Holdings are trading at -18.81% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Brewin Dolphin Holdings PE Ratio?

The Brewin Dolphin Holdings PE ratio based on its reported earnings over the past 12 months is 13.56. The shares are currently trading at 225.5p.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Brewin Dolphin Holdings?

Brewin Dolphin Holdings's management team is headed by:

Simon Miller - NEC
Ian Dewar - NID
Kath Cates - NID
Michael Kellard - NID
Tiffany Brill - SEC
Siobhan Boylan - CFO
Phillip Monks - NED
Robin Beer - CEO
Who are the major shareholders of Brewin Dolphin Holdings?

Here are the top five shareholders of Brewin Dolphin Holdings based on the size of their shareholding:

Royal London Asset Management Ltd. Investment Advisor/Hedge Fund
Percentage owned: 4.99% (15.1m shares)
Aberforth Partners LLP Investment Advisor
Percentage owned: 4.98% (15.1m shares)
Fidelity International Investment Advisor
Percentage owned: 4.65% (14.1m shares)
J O Hambro Capital Management Limited Investment Advisor/Hedge Fund
Percentage owned: 4.57% (13.8m shares)
Royal London UK Equity Income Fund (Class A) Mutual Fund
Percentage owned: 3.87% (11.7m shares)
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