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Pacific Horizon Investment Trust PLC (GB:PHI)
LSE:PHI
PHI Stock Chart & Stats
769.00p
-0.66p(-0.11%)
At close: 4:00 PM EST
769.00p
-0.66p(-0.11%)
Day’s Range― - ―
52-Week Range494.62p - 997.00p
Previous CloseN/A
Volume6.27K
Average Volume (3M)164.26K
Market Cap
N/A
Enterprise Value842.74M
Total Cash (Recent Filing)£3.82M
Total Debt (Recent Filing)£35.78M
Price to Earnings (P/E)20.1
Beta0.94
Next Earnings
Sep 23, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield0.2%
Share Statistics
EPS (TTM)N/A
Shares Outstanding82,902,275
10 Day Avg. Volume144,946
30 Day Avg. Volume164,261
Financial Highlights & Ratios
PEG Ratio0.21
Price to Book (P/B)0.94
Price to Sales (P/S)11.89
P/FCF Ratio548.12
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthA conservatively levered balance sheet with very low debt-to-equity provides durable financial flexibility for a closed‑ended investment trust. It supports the ability to hold depreciated positions through cycles, fund tactical gearing if needed, and lowers refinancing and solvency risks over the medium term.
Profitability Rebound & ROEA clear return to positive profitability and an improved ROE indicate the portfolio and management actions regained traction after prior losses. Sustained profitability increases the trust's capacity to compound NAV, fund potential payouts, and demonstrates an operational recovery that matters over multiple quarters.
Specialist Regional MandateThe focused Asia‑Pacific (ex‑Japan) mandate gives the trust structural differentiation and specialist expertise, allowing concentrated active management and thematic exposure to secular growth markets. Closed‑ended structure enables patient capital deployment and long‑term positioning without forced redemptions.
Bears Say
Weak Cash GenerationVery poor cash conversion means reported profits are not translating into durable cash inflows. Over months this limits the trust’s ability to fund distributions, pay expenses from operating receipts, or withstand market stress without realizing assets or using external finance, raising structural liquidity risk.
Revenue / Results VolatilityLarge swings in revenue and earnings demonstrate sensitivity to market cycles and portfolio valuation moves. Persistent volatility undermines predictability of NAV growth and distribution potential, making multi‑month performance reliant on market timing and increasing the trust’s outcome dispersion.
Elevated Risk Disclosures & Discount ConcernsManagement's own disclosures of rising macro and geopolitical risk and discount‑widening create a structural headwind: prolonged NAV discounts and higher volatility can limit access to capital, constrain buyback effectiveness, and weigh on long‑term shareholder returns and confidence.
Pacific Horizon Investment Trust PLC News
PHI FAQ
What was Pacific Horizon Investment Trust PLC’s price range in the past 12 months?
Pacific Horizon Investment Trust PLC lowest share price was 494.62p and its highest was 997.00p in the past 12 months.
What is Pacific Horizon Investment Trust PLC’s market cap?
Currently, no data Available
When is Pacific Horizon Investment Trust PLC’s upcoming earnings report date?
Pacific Horizon Investment Trust PLC’s upcoming earnings report date is Sep 23, 2026 which is in 206 days.
How were Pacific Horizon Investment Trust PLC’s earnings last quarter?
Currently, no data Available
Is Pacific Horizon Investment Trust PLC overvalued?
According to Wall Street analysts Pacific Horizon Investment Trust PLC’s price is currently Overvalued.
Does Pacific Horizon Investment Trust PLC pay dividends?
Pacific Horizon Investment Trust PLC pays a Annually dividend of 1.5p which represents an annual dividend yield of 0.2%. See more information on Pacific Horizon Investment Trust PLC dividends here
What is Pacific Horizon Investment Trust PLC’s EPS estimate?
Pacific Horizon Investment Trust PLC’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Pacific Horizon Investment Trust PLC have?
Pacific Horizon Investment Trust PLC has 82,902,275 shares outstanding.
What happened to Pacific Horizon Investment Trust PLC’s price movement after its last earnings report?
Currently, no data Available
Which hedge fund is a major shareholder of Pacific Horizon Investment Trust PLC?
Currently, no hedge funds are holding shares in GB:PHI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Company Description
Pacific Horizon Investment Trust PLC
Pacific Horizon Investment Trust PLC is a closed-ended equity mutual fund launched and managed by Baillie Gifford & Co Ltd. The fund is co-managed by Baillie Gifford & Co. It invests in the public equity markets of the Asia Pacific region (excluding Japan) and of the Indian Sub-continent. The fund seeks to invest in stocks of companies across diversified sectors. It primarily invests in growth stocks of companies across all market capitalizations. The fund focuses on securities which can grow their earnings and cash flows faster than the average while creating its portfolio. It is actively managed. The fund benchmarks the performance of its portfolio against the MSCI All Country Far East ex Japan Index (in sterling terms). It was formerly known as Baillie Gifford Pacific Horizon Investment Trust. Pacific Horizon Investment Trust PLC was formed on February 1, 1989 and is domiciled in the United Kingdom.
Technical Analysis
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Options Prices
Currently, No data available
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