Pollen Street Group Limited (GB:POLN)
LSE:POLN
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Pollen Street Group Limited
(LSE:POLN)
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Rating:71Outperform
Price Target:
891.00 p
â–¼(-5.61% Downside)
Action:ReiteratedDate:03/27/26
The score is driven primarily by strong profitability and a de-risking balance sheet, supported by attractive valuation (low P/E and high dividend yield). These positives are tempered by weak technical momentum and recent volatility in revenue and cash-flow-related measures, which adds uncertainty despite healthy headline earnings.
Positive Factors
Strong profitability margins
Sustained high EBIT and net margins reflect a fee-rich business model with low incremental costs, supporting durable cash generation and the ability to absorb revenue swings. For an asset manager, elevated margins underpin reinvestment, distributions and long-term return of capital.
Negative Factors
Choppy revenue trends
Volatile or declining revenue undermines predictability of management fees and reduces visibility on AUM-driven income. For an asset manager reliant on recurring fees and periodic performance fees, sustained top-line instability weakens medium-term cash flow planning and investor confidence.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong profitability margins
Sustained high EBIT and net margins reflect a fee-rich business model with low incremental costs, supporting durable cash generation and the ability to absorb revenue swings. For an asset manager, elevated margins underpin reinvestment, distributions and long-term return of capital.
Read all positive factors
Pollen Street Group Limited (POLN) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£498.52M
Dividend Yield5.79%
Average Volume (3M)153.67K
Price to Earnings (P/E)10.0
Beta (1Y)0.59
Revenue Growth82.69%
EPS Growth21.07%
CountryUK
Employees88
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.48
Shares Outstanding59,559,742
10 Day Avg. Volume246,123
30 Day Avg. Volume153,667
Financial Highlights & Ratios
PEG Ratio0.53
Price to Book (P/B)0.95
Price to Sales (P/S)5.42
P/FCF Ratio12.57
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,100.00Price Target Upside16.53% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.89
Revenue Forecast (FY)£138.00M
Pollen Street Group Limited Business Overview & Revenue Model
Company Description
Pollen Street PLC was founded in 2015 and is headquartered in London, Greater London, United Kingdom....
How the Company Makes Money
Pollen Street Group Limited makes money primarily through investment management fees and performance-related income earned for managing client and affiliated capital in its private markets strategies. Key revenue streams typically include: (1) Man...
Pollen Street Group Limited Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
71
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 104.94M | 102.09M | 103.16M | 59.78M | 56.48M |
| Gross Profit | 99.33M | 102.09M | 102.19M | 59.29M | 46.77M |
| EBITDA | 80.87M | -5.00K | 59.74M | 41.59M | 30.32M |
| Net Income | 56.57M | 49.60M | 40.41M | 26.36M | 30.32M |
Balance Sheet | |||||
| Total Assets | 851.54M | 812.34M | 823.68M | 868.83M | 634.27M |
| Cash, Cash Equivalents and Short-Term Investments | 11.90M | 11.20M | 19.75M | 23.30M | 12.95M |
| Total Debt | 203.52M | 193.40M | 214.92M | 268.90M | 267.66M |
| Total Liabilities | 254.53M | 232.98M | 237.85M | 291.29M | 274.92M |
| Stockholders Equity | 597.01M | 579.36M | 585.83M | 577.54M | 359.34M |
Cash Flow | |||||
| Free Cash Flow | 45.23M | 84.41M | 102.69M | 68.14M | 7.57M |
| Operating Cash Flow | 45.80M | 84.57M | 102.82M | 68.41M | 7.57M |
| Investing Cash Flow | -14.79M | -156.00K | -137.00K | -9.84M | -21.58M |
| Financing Cash Flow | -30.30M | -92.96M | -106.24M | -48.22M | -35.58M |
Pollen Street Group Limited Technical Analysis
Positive
944.00
Price Trends
795.85
Positive
845.94
Negative
830.75
Positive
Market Momentum
16.94
Negative
68.84
Neutral
68.88
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:POLN, the sentiment is Positive. The current price of 944 is above the 20-day moving average (MA) of 752.82, above the 50-day MA of 795.85, and above the 200-day MA of 830.75, indicating a bullish trend. The MACD of 16.94 indicates Negative momentum. The RSI at 68.84 is Neutral, neither overbought nor oversold. The STOCH value of 68.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:POLN.
Pollen Street Group Limited Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | £605.13M | 5.68 | 30.00% | 8.73% | 7.71% | -7.39% | |
76 Outperform | £8.97B | 11.95 | 12.35% | 5.37% | 4.78% | -4.86% | |
73 Outperform | £431.30M | 7.48 | 44.99% | 5.73% | ― | ― | |
71 Outperform | £498.52M | 10.05 | 9.58% | 5.79% | 82.69% | 21.07% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £4.68B | 5.37 | 23.35% | 4.13% | 28.34% | 44.04% | |
52 Neutral | £6.93B | 22.80 | 9.49% | 7.09% | 9.86% | -134.41% |
* Financial Sector Average
GB:POLN
Pollen Street Group Limited
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189.60
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GB:POLR
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GB:FSG
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Pollen Street Group Limited Corporate Events
Business Operations and StrategyRegulatory Filings and Compliance
Pollen Street CFO Adds Shares Under Employee Incentive Plan
Neutral
Mar 27, 2026
Pollen Street Group Limited has disclosed a routine transaction under its HMRC-approved Share Incentive Plan, through which employees buy ordinary shares via monthly salary deductions and receive additional matching shares at no cost. The scheme i...
Regulatory Filings and Compliance
Pollen Street CFO Increases Stake with £63,000 Share Purchase
Positive
Mar 26, 2026
Pollen Street Group Limited reported that its Chief Financial Officer and PDMR, Crispin Goldsmith, acquired 7,898 ordinary shares in the company on 26 March 2026 in London. The transaction, worth about £63,203 based on the disclosed prices, s...
Business Operations and StrategyDividends
Pollen Street Group Declares Second Interim Dividend and Sets DRIP Timetable
Positive
Mar 26, 2026
Pollen Street Group Limited has declared a second interim dividend of 31.0 pence per ordinary share for the six‑month period ending 31 December 2025, with payment scheduled for 1 May 2026 to shareholders on the register as of 7 April 2026. T...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Pollen Street lifts AuM 30% and boosts dividend on strong 2025 fundraising
Positive
Mar 26, 2026
Pollen Street Group reported strong full-year 2025 results, with total assets under management up 30% to £7.1 billion and fee-paying AuM rising 32% to £5.2 billion, driven by flagship Private Equity and Private Credit fundraises that sur...
Regulatory Filings and Compliance
Pollen Street Group Updates Market on Total Voting Rights
Neutral
Mar 2, 2026
Pollen Street Group Limited has confirmed that as of 28 February 2026 it has 59,626,690 ordinary shares of 1 pence in circulation, each carrying one voting right, and an additional 4,582,907 shares held in treasury with no voting rights, bringing ...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back Shares, Updates Voting Rights
Neutral
Mar 2, 2026
Pollen Street Group Limited has repurchased 26,806 of its ordinary shares at a price of 808 pence per share as part of its ongoing share buyback programme conducted through Panmure Liberum. The company will hold these shares in treasury, bringing ...
Regulatory Filings and Compliance
Pollen Street Discloses CFO Share Purchase Under Employee Incentive Plan
Neutral
Feb 27, 2026
Pollen Street Group Limited has reported a routine share transaction under its all-employee Share Incentive Plan, through which staff can buy ordinary shares via monthly salary deductions and receive free matching shares, in line with HMRC-approve...
Stock BuybackRegulatory Filings and Compliance
Pollen Street updates voting rights after latest share buyback
Neutral
Feb 27, 2026
Pollen Street Group Limited has repurchased 20,000 of its ordinary shares at a price of 846 pence per share as part of its ongoing share buyback programme, executed via Panmure Liberum on the London Stock Exchange. The company plans to hold these ...
Stock Buyback
Pollen Street Group Buys Back 20,000 Shares for Treasury
Positive
Feb 26, 2026
Pollen Street Group Limited has repurchased 20,000 of its ordinary shares at 848 pence each as part of its ongoing share buyback programme, with the transaction executed on the London Stock Exchange through Panmure Liberum. The company plans to ho...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Increases Treasury Stock With Latest Share Buyback
Neutral
Feb 25, 2026
Pollen Street Group Limited has bought back 70,000 of its ordinary shares at 852 pence per share via Panmure Liberum Limited, as part of its ongoing share buyback programme initiated in November 2025. The repurchased shares will be held in treasur...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 35,000 Shares for Treasury
Positive
Feb 24, 2026
Pollen Street Group Limited has repurchased 35,000 of its ordinary shares at 880 pence each on 23 February 2026 through Panmure Liberum, as part of its previously announced share buyback programme. The shares will be held in treasury, bringing tot...
Business Operations and StrategyStock Buyback
Pollen Street Group Buys Back 70,000 Shares for Treasury
Positive
Feb 18, 2026
Pollen Street Group Limited has repurchased 70,000 ordinary shares at 892 pence each via Panmure Liberum under its ongoing share buyback programme and will hold the stock in treasury. Following this transaction, the company now holds 4,411,101 sha...
Business Operations and StrategyStock Buyback
Pollen Street Group Tightens Capital Base With Latest Share Buyback
Positive
Feb 17, 2026
Pollen Street Group Limited has repurchased 30,000 ordinary shares at 897 pence each as part of its ongoing buyback programme, with all shares to be held in treasury. Following this transaction, the company now holds 4,341,101 shares in treasury a...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 40,000 Shares for Treasury Holding
Positive
Feb 13, 2026
Pollen Street Group Limited continued its share buyback programme with the repurchase of 40,000 ordinary shares on 12 February 2026 at a price of 897 pence per share, executed through Panmure Liberum on the London Stock Exchange. The company plans...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 40,000 Shares, Updates Voting Rights
Positive
Feb 9, 2026
Pollen Street Group Limited has repurchased 40,000 ordinary shares at a price of 918 pence per share as part of its ongoing buyback programme conducted through Panmure Liberum. The purchased shares will be held in treasury, leaving 59,938,496 ordi...
Other
Pollen Street CEO Transfers 300,000 Shares to Philanthropic Foundation
Neutral
Feb 2, 2026
Pollen Street Group Limited has disclosed that its CEO and person discharging managerial responsibilities, Lindsey McMurray, has transferred 300,000 ordinary shares of 1p each into The Villon Family Foundation, a donor-advised fund operated by The...
Regulatory Filings and Compliance
Pollen Street Group Updates Market on Total Voting Rights
Neutral
Feb 2, 2026
Pollen Street Group Limited has reported that, as of 31 January 2026, it has 59,978,496 ordinary shares of 1 pence each in circulation, each carrying one voting right, and a further 4,231,101 shares held in treasury with no voting rights, bringing...
Business Operations and StrategyExecutive/Board Changes
Pollen Street Strengthens Board as Veteran Auditor Ohrenstein Joins and Coyle Retires
Positive
Jan 30, 2026
Pollen Street Group Limited has announced a series of board changes, appointing Robert Ohrenstein as an independent non-executive director, effective 29 January 2026, with immediate membership of the Audit and Risk Committees. Long-serving Senior ...
Executive/Board ChangesRegulatory Filings and Compliance
Pollen Street Discloses CFO Share Purchase Under Employee Incentive Plan
Neutral
Jan 28, 2026
Pollen Street Group Limited has disclosed a transaction under its HMRC-approved Share Incentive Plan involving Chief Financial Officer Crispin Goldsmith, in line with regulatory requirements for reporting dealings by senior management. Under the p...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 40,000 Shares for Treasury
Neutral
Jan 27, 2026
Pollen Street Group Limited has executed a share buyback transaction, repurchasing 40,000 ordinary shares of 1 pence each on 26 January 2026 at a price of 914 pence per share, to be held in treasury. Following this transaction under its ongoing bu...
Executive/Board ChangesDelistings and Listing Changes
Pollen Street Chair Lynn Fordham Joins Czechoslovak Group Board as Non-Executive Director
Neutral
Jan 26, 2026
Pollen Street Group Limited has announced that its Non-Executive Chair, Lynn Fordham, has been appointed as a Non-Executive Director of Czechoslovak Group, coinciding with Czechoslovak Group’s commencement of trading on Euronext Amsterdam on...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 45,000 Shares for Treasury
Neutral
Jan 23, 2026
Pollen Street Group Limited has repurchased 45,000 of its ordinary shares on 22 January 2026 at a volume‑weighted average price of 913.56 pence per share as part of its ongoing share buyback programme. The shares will be held in treasury, br...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 50,000 Shares for Treasury
Neutral
Jan 20, 2026
Pollen Street Group Limited has repurchased 50,000 of its own ordinary shares at 912 pence each as part of its ongoing share buyback programme, and will hold these shares in treasury. Following this transaction, the company now holds 4,146,101 sha...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Group Buys Back 40,000 Shares for Treasury
Neutral
Jan 15, 2026
Pollen Street Group Limited has repurchased 40,000 of its own ordinary shares at 920 pence each as part of its ongoing share buyback programme, with the shares to be held in treasury, leaving 60,113,496 ordinary shares in issue excluding treasury ...
Regulatory Filings and Compliance
Pollen Street Group Updates Market on Total Voting Rights and Share Capital
Neutral
Jan 2, 2026
Pollen Street Group Limited has reported that, as of 31 December 2025, it has 60,153,496 ordinary shares of 1 pence each in circulation, each carrying one voting right, giving a total of 60,153,496 voting rights. Including 4,056,101 shares held in...
Business Operations and StrategyRegulatory Filings and Compliance
Pollen Street Discloses CFO Share Purchase Under Employee Incentive Plan
Neutral
Dec 30, 2025
Pollen Street Group Limited has reported a transaction under its HMRC-approved all-employee Share Incentive Plan, in which Chief Financial Officer Crispin Goldsmith acquired 16 partnership shares at £9.372 each on 29 December 2025, alongside ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.