Investec PLC (GB:INVP)
LSE:INVP
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Earnings Data
Report Date
Nov 12, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.38Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call portrayed a cautiously positive picture: the group delivered resilient results (EPS +4.8%, revenue +4.2%, operating profit +3.4%), strong wealth flows and completed shareholder returns actions, while pressing ahead with a material multi-year investment program intended to drive an earnings and returns inflection from FY2028. Near-term headwinds include NII pressure, higher operating costs from expensed investments, geopolitical and UK political uncertainty, and a gradual path to ROE targets. On balance the positives around growth in FUM, fee income expansion, solid asset quality and clear investment milestones outweigh the short-term profitability drag and uncertainty.Company Guidance
Adjusted EPS and Operating Profit Growth
Adjusted earnings per share increased by 4.8%. Adjusted operating profit rose 3.4% from GBP 920m to GBP 951m, supported by total revenue growth of 4.2%.
Strong FUM / Wealth Momentum
Funds under management grew 15.4% (10.5% in neutral currency) with strong net inflows; a Swiss bolt-on added just over GBP 300m of AUM. Wealth & Investment AUM/FUM reported ZAR 609.6bn, up 9.8%.
Non-Interest Income Expansion
Non-interest income grew 13.6%, driven by increased client activity, realizations and fee generation across businesses.
Loan and Deposit Growth and Client Trust
Management reported high-teens increases in loans and advances and deposits across the group, with core loans up c.9.6% and private client lending in SA and UK >10%, indicating strong client engagement.
Capital, NAV and Returns Progress
Net asset value increased ~8.3% year-on-year; tangible net asset value up 9.2% to 553.1p. Return on equity reported at 13.6% (like-for-like ~1.2% higher vs prior comparable years).
Cost-to-Income and Investment Discipline
Group cost-to-income ratio was 52.9%, inside the guided band of 52%–54% despite a heightened investment phase; operating costs increased 4.7% as planned investments proceed.
Completed Share Buyback and Dividend Increase
Completed announced buyback of ~GBP 110m (ZAR ~2.5bn). Final dividend declared — total dividend for the year 38.5p, up 5.5% year-on-year.
Technology Modernization Progress
Cloud modernization reached 58% (up from 48% prior year) and IT spend was GBP 246m (≈20% of cost base). Management plans GBP 282m of platform investment (2025–2028) to drive future efficiency and revenue from FY2028.
Asset Quality Remains Solid
Group credit loss ratio improved slightly from 38bps to 36bps; South Africa credit loss ratio low at 14bps (from 15bps). Management reports no alarming deterioration in staging trends.
Wealth & Investment Operational Achievements
Rathbones contribution grew strongly (group share +17%); achieved GBP 76m of synergies in the Rathbones combination, ahead of original expectations.
GB:INVP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:INVP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 21, 2026 | 611.50 p | 641.00 p | +4.82% |
Nov 20, 2025 | 560.90 p | 520.77 p | -7.16% |
May 22, 2025 | 458.27 p | 476.35 p | +3.95% |
Nov 21, 2024 | 549.56 p | 554.09 p | +0.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Investec PLC (GB:INVP) report earnings?
Investec PLC (GB:INVP) is schdueled to report earning on Nov 12, 2026, Before Open (Confirmed).
What is Investec PLC (GB:INVP) earnings time?
Investec PLC (GB:INVP) earnings time is at Nov 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Investec PLC stock?
The P/E ratio of Investec is N/A.
What is GB:INVP EPS forecast?
Currently, no data Available