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Investec (INVR) Price & Analysis

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INVR Stock Chart & Stats

670.00 p

2.50 p(0.43%)

At close: Jan 06 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

£11.60B

Enterprise Value8.45B

Total Cash (Recent Filing)£6.26B

Total Debt (Recent Filing)£2.55B

Price to Earnings (P/E)8.8

Beta>-0.01

Next Earnings

Nov 12, 2026

EPS EstimateN/A

Next Dividend Ex-DateN/A

Dividend Yield8.11%

Share Statistics

EPS (TTM)0.77

Shares Outstanding2,754,587

10 Day Avg. Volume836

30 Day Avg. Volume930

Financial Highlights & Ratios

PEG Ratio0.09

Price to Book (P/B)0.93

Price to Sales (P/S)1.19

P/FCF Ratio-15.21

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

Relationship-driven, Diversified Service ModelInvestec's specialist, relationship-driven model spans private banking, corporate/investment banking, specialist lending and wealth management. That diversified, advisory-led revenue mix supports recurring fee income and cross-sell opportunities, increasing client stickiness and structural resilience across cycles.

Improved Leverage And Stronger Capital PositionMaterial reduction in debt and steady equity growth into 2026 meaningfully lowers funding and solvency risk for a capital-markets-focused bank. A more conservative balance sheet enhances financial flexibility, supports lending and market activities, and reduces sensitivity to funding shocks over the medium term.

Solid Profitability Over The CycleConsistent cyclical profitability and a 2024 peak indicate underlying earnings power and margin capability across business lines. This supports the firm's ability to absorb temporary revenue setbacks, sustain client services, reinvest in capabilities, and maintain capital distributions when cash generation normalizes.

Bears Say

Two Consecutive Years Of Negative Operating/free Cash FlowTwo years of negative operating and free cash flow weaken liquidity and raise quality-of-earnings questions. Persistent cash conversion issues can constrain capital deployment, force reliance on external funding, and limit the firm's ability to support lending or pay dividends until cash generation recovers.

Sustained Revenue Decline And Higher VolatilityTwo-year revenue contraction, including a sharp 2025 drop, signals weakening client activity or competitive pressure. Reduced top-line scale erodes fee and interest income, can compress margins, and increases earnings volatility, undermining medium-term predictability of cash flows and strategic investment capacity.

Historical Elevated Leverage Increases SensitivityAlthough leverage improved recently, the firm's history of higher debt relative to equity in 2022–2024 means residual structural sensitivity to funding and market stress. For a capital-markets business, this legacy increases risk of capital pressure if market volatility or funding costs rise again.

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 £11.60B.

When is Investec PLC’s upcoming earnings report date?

Investec PLC’s upcoming earnings report date is Nov 12, 2026 which is in 115 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. Get more investment ideas with TipRanks Premium

Does Investec PLC pay dividends?

Investec PLC pays a Semiannually dividend of 26.199 p which represents an annual dividend yield of 8.11%. 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

Technicals

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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.