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JUPITER FUND MANAGEMENT PLC ORD GBP0.02

Symbol: JUP

Whilst we endeavour to price investments on a real-time streaming or 15 min delayed basis, some prices may be as at close of business from the previous working day.

Invest in this share within an ISA, JISA, SIPP or Investment Account

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Overview

Core Data
Latest Dividend Information

Ex-Dividend Date 17 Apr 2025
Pay Date 20 May 2025
Total Dividends - Year to Date5.4
Dividend Yield (%)4.1096

Historical Data & Ratios

Avg Volume Over 10 Days1.7500
Market Cap (M)697.0719
Price/Earnings (PE)10.5627
Earnings Per Share12.44
Revenue Per Share0.7542
Return on Equity %8.0320

1 Month Performance Chart

One Month Chart

Broker View
Data shown is based on the past 75 days of broker views.

ActionBrokers

Strong Buy1

Buy1

Neutral8

Sell2

Strong Sell1
Brokers 1 1 8 2 1
Consensus

ConsensusNeutral

Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here 		0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available 		N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs 		N/A N/A
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Charts

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      Company

      Business Summary

      Jupiter Fund Management plc is an asset management company. The Company’s principal activity is to act as a holding company for a group of investment management companies. The Company offers a number of investment strategies within four core asset classes: equities, fixed income, multi-asset and alternatives. It offers a range of actively managed investment strategies through two principal client channels: retail, wholesale & investment trusts and institutional. It provides investment expertise across a range of capabilities, including United Kingdom equities, European equities, Global equities, Systematic equities, Asian and Emerging Market equities, Multi-manager and Fixed Income. Its product types can be broadly categorized into pooled funds and segregated mandates. It operates principally in the United Kingdom with international operating subsidiaries in Hong Kong, Ireland, Singapore, Switzerland, and Luxembourg. Its Luxembourg entity has branches across continental Europe.

      Financial Summary

      BRIEF: For the fiscal year ended 31 December 2024, Jupiter Fund Management PLC revenues decreased 1% to £402.5M. Net income totaled £65.2M vs. loss of £12.9M. Revenues reflect UK segment decrease of 5% to £286.1M. Net Income reflects Investment Management business segment income increase of less than 1% to £86.4M. Dividend per share decreased from £0.07 to £0.05. Basic Earnings per Share excluding Extraordinary Items increased from -£0.02 to £0.12.

      Financials


      Income Statement - All values are in GBP (M).

      Year Ending

      31/12/2024

      31/12/2023

      31/12/2022

      31/12/2021

      31/12/2020

      31/12/2019

      Total Revenue 402.50 405.60 443.50 617.80 500.50 419.30
      Gross profit 364.10 368.80 397.30 568.60 457.80 379.10
      Operating Profit/Loss 86.40 9.80 64.30 190.50 137.70 152.90
      Profit Before Tax 88.30 9.40 58.00 183.70 132.60 151.00
      Profit After Tax 65.20 -12.90 47.90 149.60 105.30 122.80
      Equity Holders of Parent Company 65.20 -12.90 47.90 149.60 105.30 122.80
      Minority Interest NIL 0.60 NIL -0.20 NIL NIL


      Balance Sheet - All values are in GBP (M).

      Year Ending

      31/12/2024

      31/12/2023

      31/12/2022

      31/12/2021

      31/12/2020

      31/12/2019

      Total Non-Current Assets 559.30 567.70 666.50 694.90 709.30 415.90
      Total Current Assets 697.20 639.90 575.50 645.80 636.50 512.80
      Total Assets 1,256.50 1,207.60 1,242.00 1,340.70 1,345.80 928.70
      Total Liabilities 422.50 417.50 398.70 440.10 459.50 317.00
      Total Net Assets 834.00 790.10 843.30 900.60 886.30 611.70
      Shareholders Funds 834.00 789.50 843.30 900.80 886.30 611.70
      Minority Interests NIL 0.60 NIL -0.20 NIL NIL
      Total Equity 834.00 790.10 843.30 900.60 886.30 611.70

      Outlook

      Broker View
      Data shown is based on the past 75 days of broker views.

      ActionBrokers

      Strong Buy1

      Buy1

      Neutral8

      Sell2

      Strong Sell1
      Brokers 1 1 8 2 1
      Consensus

      ConsensusNeutral

      Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

      © 2022 Refinitiv, an LSEG business. All rights reserved.

      Forecasts

      Year 2025 2026 2027
      Revenue £306.54mn £308.61mn £320.57mn
      Pre-tax-Profit £47.74mn £49.21mn £55.20mn
      EPS £0.07p £0.07p £0.08p
      EPS Growth -48.69% 1.06% 17.65%
      P/E 13.43 13.55 11.46
      PEG Ratio -0.28 12.80 0.65
      Dividend 3.29p 3.45p 3.92p
      Yield 0.00% 0.00% 0.00%

      Upgrades & Downgrades (Latest)

      DateBrokerRecommendationPriceOld TargetNew TargetChange
      16th Jul 2025Canaccord GenuityUpgrade125p60p120pHold
      11th Jul 2025DeutscheReiteration124p90p110pHold
      23rd Jan 2025CitigroupReiteration78p92p80pNeutral
      3rd Sep 2024DeutscheReiteration84p0p100pHold
      14th Aug 2024UBSUpgrade83p0p0pNeutral
      26th Jul 2024DeutscheReiteration88p90p100pHold
      18th Jul 2024Morgan StanleyReiteration87p92p91pEqual-weight
      11th Apr 2024BarclaysDownGrade88p0p85pUnderweight
      12th Feb 2024Exane BNP ParibasUpgrade86p0p81pNeutral
      2nd Nov 2023Canaccord GenuityDownGrade84p168p70pHold

      Time & Sales

      All prices are in GBX and times are in GMT. Last 20 trades shown. Trade type is estimated and should be treated as indicative only.

      Date Time Price Volume Type
      21 Jul 2025 08:44 132 57 Sell
      21 Jul 2025 08:44 132 689 Sell
      21 Jul 2025 08:44 132 4,770 Sell
      21 Jul 2025 08:44 132.2 2 Buy
      21 Jul 2025 08:44 132 150 Unknown
      21 Jul 2025 08:42 132.173 22 Buy
      21 Jul 2025 08:41 132.0007 3 Sell
      21 Jul 2025 08:40 132.0007 25 Sell
      21 Jul 2025 08:40 132 57 Sell
      21 Jul 2025 08:39 132.2 4 Buy
      21 Jul 2025 08:39 132.171 85 Buy
      21 Jul 2025 08:39 132.0007 5 Sell
      21 Jul 2025 08:37 132.03 339 Sell
      21 Jul 2025 08:37 132.17 11 Buy
      21 Jul 2025 08:37 132.2 4 Buy
      21 Jul 2025 08:35 132.006 20 Sell
      21 Jul 2025 08:35 132.2 2 Buy
      21 Jul 2025 08:34 132.072 1,000 Sell
      21 Jul 2025 08:34 132 56 Sell
      21 Jul 2025 08:34 132 853 Buy

      Selected data supplied by Thomson Reuters ©  View restrictions.

      Investment involves risk. You may get back less than invested.