UK's St James's Place 2025 EPS beats estimates; hikes shareholder return target

St Jamess Place

25/02/2026 07:10

Corrects dividend in Key Details table to GBP 0.12, from GBP 0.32

Overview

UK wealth manager's 2025 adjusted EPS beat analyst expectations

Post-tax underlying cash result rose 3% to £462.3 mln

Company to increase shareholder returns to 70% of underlying cash result from 2026

Outlook

St. James's Place plans to increase shareholder returns to 70% of Underlying cash result in 2026

Company to pay interim dividend and conduct interim share buy-back post half-year 2026 results

St. James's Place to focus on technology and efficiency improvements in 2026

Result Drivers

NEW CHARGING STRUCTURE - Successfully implemented a simpler, comparable charging structure, enhancing client understanding of charges

COST EFFICIENCY PROGRAM - Progressed cost and efficiency program, aiming to remove £100 mln from addressable costs by 2027

POLARIS FUND LAUNCH - Launched Polaris Multi-Index range of funds, broadening investment options for clients

Company press release: ID:nRSY2457Ua

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Adjusted EPS
Beat
GBP 0.86
GBP 0.84 (14 Analysts)
FY EPS
GBP 0.99
FY Net Income
GBP 531.40 mln
FY Dividend
GBP 0.12


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the investment management & fund operators peer group is "buy"

Wall Street's median 12-month price target for St James's Place PLC is GBp1,770.00, about 40.5% above its February 24 closing price of GBp1,259.50

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)