Quilter (LON:QLT) Releases Quarterly Earnings Results

Quilter (LON:QLT) announced its quarterly earnings data on Wednesday. The company reported GBX 8.90 EPS for the quarter, Digital Look Earnings reports. Quilter had a negative net margin of 0.02% and a negative return on equity of 0.07%.

Here are the key takeaways from Quilter’s conference call:

• Recorded a company-best level of core net flows at GBP 9 billion (up 75% y/y), with current net inflows running at roughly GBP 2 billion per quarter, signalling strong and sustainable distribution momentum.
• Financial performance improved: operating margin reached 30%, adjusted profit rose 6% to GBP 207 million, EPS up 4% and the board increased the full-year dividend by 7%, reflecting continued profit growth and cost discipline.
• Capital policy shifted to a distribution model with a target to return ~70% of adjusted post-tax, post-interest earnings and an immediate share buyback to return around GBP 100 million of excess capital, enhancing shareholder returns and optionality.
• Management plans higher investment spending for growth and AI, guiding a 2026 cost base of about GBP 530–540 million (implying an ~8% y/y increase), which could pressure near-term margins if revenue outcomes vary.
• Strategic growth initiatives include WealthSelect MPS (now >GBP 25 billion AUM), rollout of advisor AI productivity tools, Quilter Invest/targeted support and the GillenMarkets acquisition — presenting material long-term upside but with uncertain timing and scale.

Quilter Price Performance

Shares of Quilter stock traded down GBX 4.90 during trading hours on Wednesday, reaching GBX 181.90. The company’s stock had a trading volume of 1,195,554 shares, compared to its average volume of 9,403,342. The firm has a 50 day moving average price of GBX 188.90 and a 200-day moving average price of GBX 178.87. The company has a debt-to-equity ratio of 19.46, a current ratio of 74.33 and a quick ratio of 0.05. The stock has a market cap of £2.53 billion, a P/E ratio of -1,819.00, a P/E/G ratio of 2.50 and a beta of 0.80. Quilter has a one year low of GBX 119.70 and a one year high of GBX 201.60.

Analyst Upgrades and Downgrades

QLT has been the topic of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft raised their price target on Quilter from GBX 165 to GBX 170 and gave the company a “hold” rating in a report on Wednesday, January 21st. UBS Group reissued a “buy” rating and issued a GBX 210 price target on shares of Quilter in a report on Friday, January 16th. JPMorgan Chase & Co. upped their price target on Quilter from GBX 186 to GBX 189 and gave the stock an “overweight” rating in a research note on Friday, November 14th. Citigroup lifted their price objective on shares of Quilter from GBX 198 to GBX 200 and gave the company a “neutral” rating in a research report on Monday, January 26th. Finally, Jefferies Financial Group upped their target price on shares of Quilter from GBX 210 to GBX 250 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Five analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of GBX 206.29.

About Quilter

Quilter is a leading UK and cross-border full-service wealth management business, whose purpose is to help create prosperity for the generations of today and tomorrow. It has leading positions in one of the world’s largest wealth markets, and its multi-channel proposition and investment performance are delivering attractive growth.