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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 Value800.46M
Total Cash (Recent Filing)£3.82M
Total Debt (Recent Filing)£35.78M
Price to Earnings (P/E)5.5
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
Conservative Balance SheetLow leverage (debt-to-equity ~0.06) and a sizeable equity base provide durable financial flexibility, allowing the trust to withstand market drawdowns, maintain positions without forced selling, and selectively use gearing or buybacks to enhance shareholder value over the medium term.
Profitability Rebound And MarginsA clear return to profitability and elevated margins in 2025 demonstrate the manager's ability to extract capital gains and income from the portfolio. This structural capability supports long-term NAV growth potential if the investment process and stock selection consistency are maintained.
Corporate Flexibility (buybacks/issuance)Board approval for share issuance and buybacks offers a lasting governance tool to manage discount to NAV and capital structure. This operational flexibility allows management to deploy capital strategically to support shareholder returns across market cycles.
Bears Say
Weak Cash ConversionOperating cash flow covering only ~3% of reported income and a ~66% drop in free cash flow indicate earnings are not translating into realized cash. This reduces the trust's capacity for smooth dividends, opportunistic purchases, or cushioning losses in stressed markets.
Volatile Revenue/performanceSignificant swings in revenue and a sharp 41% decline in 2025 versus 2024 point to lumpy, performance-driven returns. Persistent volatility undermines predictability of NAV growth and income, complicating long-term planning for investors seeking steady capital appreciation or distributions.
Structural Macro/geopolitical Risk ExposureThe trust's focus on Asia-Pacific (ex-Japan) exposes it to sustained regional geopolitical and macro risks highlighted by management. Such structural sensitivities can keep volatility and discount-to-NAV pressure elevated, limiting consistent long-term returns regardless of active management.
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 202 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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