Added to YB: 2026-10-13
Pitch date: 2026-10-09
ABDN.L [neutral]
Aberdeen Group Plc
-2.21%
current return
Author Info
No bio for this author
Company Info
Aberdeen Group Plc provides asset management services in the United Kingdom, Europe, North America, and Asia.
Market Cap
GBP 4.4B
Pitch Price
GBP 2.44
Price Target
N/A
Dividend
6.01%
EV/EBITDA
11.35
P/E
11.62
EV/Sales
2.63
Sector
Capital Markets
Category
special_situation
Theodosian Capital | Stocks Update 9/10/2026 - BT/A – ABDN – Standard Life placing thoughts
ABDN.L (update): Aberdeen’s sale of half its Standard Life stake should reduce valuation and financial-performance distortion, but creates a £15-20m annual cash-flow gap beyond 2026. Redeeming £210m of 5.25% AT1 capital saves £11m annually; remaining proceeds plus capital generation could fund an accretive buyback at a 10% NAV discount, offsetting the gap by reducing dividend costs. The partnership runs through at least 2031, while the shares yield 6.1% but trade at 15.2x consensus 2027 earnings.
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