- St James’s Place has funds under management totaling £184.40 billion as of the latest update.
- The company experienced continued momentum with clients actively engaging with advisers to manage their finances effectively.
- The third quarter saw gross inflows of £4.40 billion, marking a 20% increase from the same period in 2023.
- Analyst outlook includes 11 buy recommendations, 5 hold recommendations, and no sell recommendations.
A look at St James’S Place Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
St. James’s Place Plc, a financial services holding company operating primarily in the United Kingdom, has been given an overall positive outlook based on Smartkarma Smart Scores evaluation. While the company scores moderately on value and dividend factors, it stands out in terms of momentum, indicating a strong positive performance trend. In addition, St. James’s Place has received favorable scores for growth and resilience, highlighting its potential for future expansion and ability to withstand market challenges.
Known for its involvement in life insurance, unit trust management, pensions, offshore products, mortgage advisory services, and banking through St. James’s Place Bank, the company demonstrates a diverse range of services. With a solid momentum score of 5, investors may view St. James’s Place favorably as a company showing strong growth prospects and resiliency in the long term.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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