PENSIONBEE GRP LS -,001 Aktie

PensionBee reported assets under management of £8.6bn for the quarter to 30 June, up 37% year on year. The company added 12,000 invested customers and increased net inflows to £272m (+30%). Group revenue rose 43% in the quarter to £13.9m, and adjusted group EBITDA for the last twelve months improved to £2.7m (prior year: loss £0.5m). Cash balances at the quarter end were £31m; the US business still had small assets but saw increased marketing investment. » Więcej na de.investing.com

PensionBee increased assets under administration to GBP 7.5bn (+29% YoY) and ARR to GBP 52m (+43% YoY) in Q1 2026. The adjusted EBITDA margin improved from -11% to 5%, putting the company at EBITDA breakeven. Net new customers were around 10,000 and the share price rose 2.04% to GBP 150. PensionBee remains on a growth trajectory and is targeting one million investing customers by the end of 2026, while management pushes expansion, particularly in the USA. » Więcej na de.investing.com

PensionBee reports AUA of £7.4bn for fiscal 2025 (+27%) and annualised revenue of £51m (+33%). Adjusted EBITDA was positive for the first time at £1m, and the adjusted EBITDA margin in the UK business rose to 12% (2024: 7%); customer numbers are 305,000 with a retention rate of 95%. The US build‑out is progressing more slowly (US$3m AUA) despite a partnership with State Street; management targets mid‑term group revenues >£100m and a long‑term adjusted EBITDA margin of 20%. After publication the stock fell slightly; main risks remain slow US penetration, strong competition and a high valuation. » Więcej na de.investing.com