)
St. James's Place (STJ) investor relations material
St. James's Place Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record closing funds under management (FUM) of £242.44bn at 30 September 2026, supported by £0.57bn of Q3 net inflows and positive investment returns.
Q3 gross inflows were £5.15bn, below £5.70bn in Q3 2025; year-to-date (YTD) gross inflows reached £15.62bn.
Financial highlights
Q3 net inflows were £0.57bn versus £1.76bn in Q3 2025; closing FUM rose from £212.36bn a year earlier to £242.44bn.
9M net inflows were £3.31bn versus £5.59bn in 9M 2025; net investment returns were £19.12bn versus £16.56bn.
9M gross inflows were £15.62bn versus £16.19bn in 9M 2025; the prior-year period benefited from high activity around the new charging structure.
Outlook and guidance
Confidence remains in the long-term UK financial advice opportunity and the ability to capture it; further detail on Amplify, the next strategy phase, is expected at FY results in February.
Continued investment is planned in the client proposition and experience, Partnership support, technology and AI to improve productivity and enable sustainable long-term growth.
- Market leader with strong growth, tech innovation, and high shareholder returns.STJ
Investor presentation - Record FUM, strong investment returns, and efficiency gains drive robust H1 2026 results.STJ
H1 2026 - Record FUM, strong inflows, and robust profits highlight growth and future earnings acceleration.STJ
H1 2026 (Q&A) - New reporting framework launches in 2026, with unchanged profitability and clearer margin guidance.STJ
Status update - Gross inflows and FUM grew, but net inflows declined due to market-driven negative returns.STJ
Q1 2026 TU - Strong 2025 growth, efficiency gains, and enhanced adviser productivity drive robust results.STJ
Investor presentation - FUM reached £220bn, net inflows surged 42%, and payout guidance increased to 70% from 2026.STJ
H2 2025 - FUM up 16% to £220bn, inflows up 19%, and shareholder payout ratio to rise to 70% from 2026.STJ
H2 2025 (Q&A) - Record FUM, robust flows, and a new charging structure set the stage for future growth.STJ
H2 2024
Next St. James's Place earnings date
Next St. James's Place earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)