Pacific Horizon Investment Trust PLC (GB:PHI)
LSE:PHI
Want to see GB:PHI full AI Analyst Report?
PHI Stock Chart & Stats
769.00 p
-0.66 p(-0.11%)
At close: 4:00 PM EST
769.00 p
-0.66 p(-0.11%)
Day’s Range― - ―
52-Week Range585.00 p - 1,202.00 p
Previous CloseN/A
Volume6.27K
Average Volume (3M)164.26K
Market Cap
£917.12M
Enterprise Value930.93M
Total Cash (Recent Filing)£6.89M
Total Debt (Recent Filing)£0.00
Price to Earnings (P/E)4.0
Beta0.87
Next Earnings
Sep 23, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield0.2%
Share Statistics
EPS (TTM)2.88
Shares Outstanding79,611,380
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
Conservative Balance SheetA very low debt-to-equity (~0.06) and a large equity base (~£613m supporting £656m assets) provide durable financial resilience. Low leverage reduces refinancing and liquidity risk, allowing the trust to hold investments through cycles and deploy capital opportunistically over multi-year horizons.
Return To Profitability With Strong MarginsThe trust moved back into profit and reported very high operating and net margins in 2025, with ROE rising to ~7%. Sustained higher margins indicate investment selection effectiveness and support the potential for durable earnings and distribution capacity if the manager maintains discipline.
Closed‑ended Asia‑Pacific ExposureAs a closed‑ended investment trust focused on Asia‑Pacific (ex‑Japan), the structure provides stable capital, avoids forced redemptions, and enables patient, long‑term positioning. This aligns with a durable mandate to capture structural regional growth and opportunistic allocations.
Bears Say
Revenue And Earnings VolatilityTop‑line and earnings have swung materially across cycles, including a ~41% revenue drop in 2025 vs 2024. Such volatility reduces predictability of long‑term cash flows and returns, making total return dependent on market timing and the manager's allocation decisions rather than steady organic growth.
Weak Cash Generation And ConversionOperating cash flow was modest (~£1.1m) and covered only ~3% of reported net income in 2025, while free cash flow fell ~66%. Poor cash conversion means accounting profits may not fund distributions or reinvestment reliably, increasing reliance on realised gains or balance sheet actions.
Moderate Returns Versus Historical PeaksAlthough ROE recovered to ~7%, it remains materially below the elevated 2020–2021 levels. This suggests current returns may be cyclical rather than structurally higher, limiting long‑term compounding and implying future performance could revert if regional markets underperform.
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 585.00 p and its highest was 1202.00 p in the past 12 months.
What is Pacific Horizon Investment Trust PLC’s market cap?
Pacific Horizon Investment Trust PLC’s market cap is £917.12M.
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 97 days.
How were Pacific Horizon Investment Trust PLC’s earnings last quarter?
Pacific Horizon Investment Trust PLC released its earnings results on Mar 11, 2026. The company reported 2.592 p earnings per share for the quarter, beating the consensus estimate of N/A by 2.592 p.
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 1.5 p 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 79,611,380 shares outstanding.
What happened to Pacific Horizon Investment Trust PLC’s price movement after its last earnings report?
Pacific Horizon Investment Trust PLC reported an EPS of 2.592 p in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went same 0%.
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
Pacific Horizon Investment Trust PLC Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
29.58%
12-Months-Change
Fundamentals
Return on Equity
34.20%
Trailing 12-Months
Asset Growth
37.55%
Trailing 12-Months
Company Description
Pacific Horizon Investment Trust PLC
Pacific Horizon Investment Trust PLC is a closed-ended equity investment trust, actively managed by Baillie Gifford & Co Ltd. The trust primarily focuses on investing in publicly traded companies across the Asia Pacific region (excluding Japan) and the Indian Subcontinent. Its portfolio is diversified across various sectors, predominantly targeting growth-oriented businesses of all market capitalizations that demonstrate superior earnings and cash flow growth potential. Performance is benchmarked against the MSCI All Country Far East ex Japan Index (in sterling terms). Formed on February 1, 1989, and domiciled in the United Kingdom, the trust was formerly known as Baillie Gifford Pacific Horizon Investment Trust.
Technical Analysis
Ashmore Group PLC
―
ICG plc
―
Jupiter Fund Management Plc
―
Schroders
―
IntegraFin Holdings PLC
―
Options Prices
Currently, No data available
---