Investec PLC (GB:INVR)
LSE:INVR
Want to see GB:INVR full AI Analyst Report?
INVR Stock Chart & Stats
670.00 p
2.50 p(0.43%)
At close: 4:00 PM EST
670.00 p
2.50 p(0.43%)
Day’s Range― - ―
52-Week Range615.00 p - 690.00 p
Previous CloseN/A
Volume73.20K
Average Volume (3M)930.00
Market Cap
£11.65B
Enterprise Value8.45B
Total Cash (Recent Filing)£3.54B
Total Debt (Recent Filing)£7.70B
Price to Earnings (P/E)8.5
Beta>-0.01
Next Earnings
Nov 12, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield8.49%
Share Statistics
EPS (TTM)0.75
Shares Outstanding2,754,587
10 Day Avg. Volume836
30 Day Avg. Volume930
Financial Highlights & Ratios
PEG Ratio-0.25
Price to Book (P/B)0.91
Price to Sales (P/S)5.07
P/FCF Ratio-8.81
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
High Profit MarginsInvestec's net profit margin of 32.6% and robust EBIT/EBITDA margins demonstrate durable operational efficiency and pricing power. High margins help preserve earnings and cash generation capacity even if revenues stagnate, supporting long-term ability to fund returns or reinvest.
Manageable LeverageA debt-to-equity ratio around 0.495 indicates a conservative leverage profile for a capital markets firm. This provides financial flexibility to support lending and client activities, absorb shocks, and pursue strategic initiatives without immediate heavy reliance on external capital.
Diversified Financial Services ModelInvestec's mix of specialist banking, wealth and investment management creates multiple, structurally different revenue streams (interest, fees, trading). Diversification and cross-sell potential reduce single-segment risk and support more resilient earnings across economic cycles.
Bears Say
Severe Revenue DeclineA 66.7% year-over-year revenue drop materially reduces scale and undermines growth momentum. Such a pronounced contraction can force strategic retrenchment, limit reinvestment in client products, and impair the firm's competitive position unless reversed sustainably.
Negative Operating And Free Cash FlowNegative operating and free cash flows weaken internal funding for operations, dividends and lending growth. Persistent cash burn increases dependence on external financing, raises liquidity risk and constrains the firm's ability to invest in growth or absorb further shocks.
Declining Return On EquityROE falling to 5.9% signals reduced capital efficiency and weaker returns to shareholders. If sustained, lower ROE can restrict dividend capacity, make capital raising more costly and indicate deeper issues in profitability or asset allocation that must be addressed.
INVR FAQ
What was Investec PLC’s price range in the past 12 months?
Investec PLC lowest share price was 615.00 p and its highest was 690.00 p in the past 12 months.
What is Investec PLC’s market cap?
Investec PLC’s market cap is £11.65B.
When is Investec PLC’s upcoming earnings report date?
Investec PLC’s upcoming earnings report date is Nov 12, 2026 which is in 147 days.
How were Investec PLC’s earnings last quarter?
Currently, no data Available
Is Investec PLC overvalued?
According to Wall Street analysts Investec PLC’s price is currently Overvalued.
Does Investec PLC pay dividends?
Investec PLC pays a Semiannually dividend of 26.199 p which represents an annual dividend yield of 8.49%. See more information on Investec PLC dividends here
What is Investec PLC’s EPS estimate?
Investec PLC’s EPS estimate for its next earnings report is not yet available.
How many shares outstanding does Investec PLC have?
Investec PLC has 2,754,587 shares outstanding.
What happened to Investec PLC’s price movement after its last earnings report?
Currently, no data Available
Which hedge fund is a major shareholder of Investec PLC?
Currently, no hedge funds are holding shares in GB:INVR
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
Investec Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Company Description
Investec PLC
Investec plc functions as a specialized banking and wealth management firm, delivering a broad spectrum of financial products and services across the United Kingdom and internationally. Its wealth and investment division offers comprehensive solutions, including investments, savings, financial planning, and pension/retirement services, catering to private individuals, professional advisors, charities, and trusts. The company's specialist banking segment provides private banking services—such as lending, private capital, transactional banking, savings, and foreign exchange—along with corporate and investment banking solutions like lending, advisory services, treasury and risk management, institutional research, sales, and trading. Additionally, it undertakes principal investments, property investment, and fund management. Investec serves a diverse client base, from high-net-worth and high-income private clients to corporate entities, private equity firms, government bodies, and institutional clients. Beyond these core areas, its services extend to various specialized provisions such as nominee services, diverse leasing options (including aircraft), debt issuance, property and shipping financing, investment management, corporate secretarial support, insurance, merchant banking, stockbroking, and retail credit. Established in London, UK, in 1974, Investec plc functions as a subsidiary of the broader Investec Group.
Technical Analysis
Close Brothers Group
―
CMC Markets
―
IG Group Holdings
―
TP ICap
―
Peel Hunt Limited
―