Overview
Allfunds Group plc is headquartered in the United Kingdom and operates primarily in the financial technology sector, focusing on the provision of fund distribution services. The company facilitates the distribution of mutual funds via its platform, which serves as a critical bridge connecting fund houses and financial institutions. Allfonds leverages a robust digital platform to provide access to a vast library of fund data, analytics, and regulatory tools which aim to streamline the process of fund selection, trading, and administration for asset managers and fund distributors. One of the key projects for Allfunds includes the continuous enhancement of its digital platform to support scalability and integration with other financial services technologies, ensuring it remains a leader in fund distribution efficiency and innovation. This strategic focus is pivotal in maintaining its competitive edge and expanding its global footprint in the asset management industry.
Basic Stats
The share price of Allfunds Group plc as of 5 September 2025 is €14.94 / share. This is a decrease of 0.00% from the prior week. The market cap (or net worth) of Allfunds Group plc as of 5 September 2025 is €9,086.99 MM.
The Factor Analysis chart (below right) shows a view of Allfunds Group plc from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 9,086.99 MM |
| EV | 5,877.82 MM |
| Shares Out. | 608.07 MM |
| Earnings Date | |
| EPS (TTM) | -0.26 |
| Dividend Yield | 150.23 % |
| Ex-Dividend Date | 2025-05-08 |
| Borrow Rate | |
| Short Shares Avail. | |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 0.00 % |
| Volatility (1 yr) | 9.51 |
| Beta | 3.97 |
| Sharpe Ratio (1 yr) | -0.00 |
| Sortino Ratio (1 yr) | -0.01 |
| PE Ratio | -58.11 |
| Price/Book | 4.70 |
| Price/TBV | -2,913.43 |
| Book/Market | 0.21 |
| EBIT/EV | -0.01 |
| EBIT(3yr avg)/EV | 0.01 |
| ROA | -0.03 |
| ROE | -0.07 |
| ROIC | -0.07 |
| CROIC | 0.48 |
| OCROIC | 0.58 |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 8.65 /100 |
| Profitability | 71.94 /100 |
| Quality Score | 76.37 /100 |
| Value Score | 39.90 /100 |
| Momentum Score | 78.61 /100 |
| Stability (Low Vol) Score | 1.62 /100 |
| Analyst Sentiment | 75.08 /100 |
| Fund Sentiment | 89.46 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 5.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Allfunds Group plc is €20.94. The forecasts range from a low of €14.36 to a high of €33.69. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Allfunds Group plc. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-11-27 | HSBC | Buy | Buy | Maintains |
| 2023-11-22 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-13 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-11-06 | ODDO BHF | Buy | Buy | Maintains |
| 2023-10-31 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-10-23 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-08-28 | HSBC | Hold | Buy | Upgrade |
| 2023-08-27 | HSBC | Hold | Buy | Upgrade |
| 2023-08-23 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-08-22 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-08-14 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-08-14 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-08-13 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-08-13 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-08-04 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-04 | ING FM | Buy | Buy | Maintains |
| 2023-08-03 | ODDO BHF | Buy | Buy | Maintains |
| 2023-08-03 | ING FM | Buy | Buy | Maintains |
| 2023-06-26 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-06-25 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-06-06 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-06-05 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-05-31 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-05-30 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-05-24 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-23 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-05-22 | HSBC | Buy | Hold | Downgrade |
| 2023-05-21 | HSBC | Buy | Hold | Downgrade |
| 2023-05-03 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2023-05-02 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2023-04-17 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-04-05 | REDBURN LIMITED | Neutral | Neutral | Maintains |
| 2023-03-27 | HSBC | Buy | Hold | Downgrade |
| 2023-03-22 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2023-02-22 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-02-21 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2022-11-28 | HSBC | Hold | Buy | Upgrade |
| 2022-11-27 | HSBC | Hold | Buy | Upgrade |
| 2022-11-10 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Buy | Upgrade |
| 2022-05-23 | HSBC | Buy | Hold | Downgrade |
| 2022-05-22 | HSBC | Buy | Hold | Downgrade |
| 2022-04-10 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Hold | Maintains |
| 2022-04-09 | INTESA SANPAOLO EQUITY RESEARCH | Hold | Hold | Maintains |
| 2022-04-08 | BANCO SANTANDER | Outperform | Outperform | Maintains |
| 2022-04-07 | BANCO SANTANDER | Outperform | Outperform | Maintains |
| 2021-11-22 | HSBC | Buy | Buy | Maintains |
| 2021-11-21 | HSBC | Buy | Buy | Maintains |
| 2021-10-27 | ING FM | Buy | Buy | Maintains |
| 2021-10-26 | ING FM | Buy | Buy | Maintains |
| 2024-08-05 | ODDO BHF | Buy | Buy | Maintains |
| 2024-08-04 | BNP PARIBAS EXANE | Outperform | Neutral | Downgrade |
| 2024-07-30 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2024-07-28 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2024-07-25 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2024-05-28 | ING FM | Buy | Buy | Maintains |
| 2024-05-26 | HSBC | Buy | Buy | Maintains |
| 2024-01-23 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-26 | HSBC | Buy | Buy | Maintains |
| 2023-11-21 | BNP PARIBAS EXANE | Outperform | Outperform | Maintains |
| 2023-11-12 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2023-11-05 | ODDO BHF | Buy | Buy | Maintains |
| 2023-10-30 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2023-10-22 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2025-04-06 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2025-03-31 | JEFFERIES | Buy | Buy | Maintains |
| 2025-03-23 | HSBC | Buy | Buy | Maintains |
| 2025-03-20 | BANCO SANTANDER | Outperform | Outperform | Maintains |
| 2025-02-27 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2025-02-25 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2025-02-25 | ING FM | Buy | Buy | Maintains |
| 2024-12-02 | ING FM | Buy | Buy | Maintains |
| 2024-11-24 | HSBC | Buy | Buy | Maintains |
| 2024-11-10 | REDBURN ATLANTIC | Neutral | Neutral | Maintains |
| 2024-11-03 | BNP PARIBAS EXANE | Neutral | Outperform | Upgrade |
| 2024-10-28 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2024-10-22 | ODDO BHF | Buy | Buy | Maintains |
| 2024-10-22 | INTESA SANPAOLO EQUITY RESEARCH | Buy | Buy | Maintains |
| 2025-07-13 | ING FM | Buy | Buy | Maintains |
| 2025-07-06 | BANCO SANTANDER | Outperform | Outperform | Maintains |
| 2025-07-01 | ROTHSCHILD & CO REDBURN | Neutral | Neutral | Maintains |
| 2025-06-29 | CAIXABANK BPI | Buy | Buy | Maintains |
| 2025-06-24 | JEFFERIES | Buy | Buy | Maintains |
| 2025-05-25 | HSBC | Buy | Buy | Maintains |
