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Polar Capital Holdings
(LSE:POLR)
Polar Capital Holdings (POLR) vs. iShares MSCI United Kingdom ETF (EWC)
Polar Capital Holdings Business Overview & Revenue Model
Polar Capital Holdings Financial Statement Overview
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 228.35M | 222.11M | 197.25M | 185.10M | 219.42M | 218.45M |
| Gross Profit | 89.41M | 106.07M | 174.59M | 160.39M | 187.52M | 201.24M |
| EBITDA | 71.35M | 69.11M | 58.53M | 53.71M | 67.70M | 77.84M |
| Net Income | 35.31M | 35.31M | 40.79M | 35.61M | 48.92M | 62.72M |
Balance Sheet | ||||||
| Total Assets | 220.13M | 220.13M | 217.62M | 241.68M | 249.85M | 255.73M |
| Cash, Cash Equivalents and Short-Term Investments | 180.53M | 180.53M | 146.33M | 190.02M | 198.91M | 193.87M |
| Total Debt | 6.15M | 6.15M | 7.51M | 9.26M | 3.14M | 4.36M |
| Total Liabilities | 85.68M | 85.68M | 81.72M | 98.83M | 93.61M | 104.29M |
| Stockholders Equity | 134.44M | 134.44M | 135.90M | 142.85M | 156.25M | 151.44M |
Cash Flow | ||||||
| Free Cash Flow | 62.91M | 63.85M | 41.66M | 49.21M | 66.64M | 91.50M |
| Operating Cash Flow | 63.10M | 64.02M | 41.91M | 49.70M | 67.19M | 91.66M |
| Investing Cash Flow | 3.57M | 3.91M | 13.11M | -19.91M | -39.02M | -20.05M |
| Financing Cash Flow | -45.44M | -45.44M | -62.92M | -39.94M | -51.78M | -28.32M |
Polar Capital Holdings Technical Analysis
Polar Capital Holdings Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | £454.08M | 13.00 | 26.12% | 9.69% | 16.58% | -16.42% | |
78 Outperform | £184.44M | 13.10 | 11.92% | 6.35% | 0.27% | 1.47% | |
76 Outperform | £231.50M | 14.08 | 10.79% | 19.78% | -14.24% | ― | |
73 Outperform | £650.49M | 11.40 | 7.11% | 3.40% | -4.38% | ― | |
68 Neutral | $17.52B | 11.72 | 10.45% | 3.85% | 9.75% | 2.39% | |
49 Neutral | £528.09M | ― | -18.71% | ― | ― | -20.81% | |
| ― | £299.71M | ― | -21.23% | 1.40% | ― | ― |
Polar Capital Holdings Corporate Events
Polar Capital Holdings announced a transaction involving Rachel Stynes, the Head of Human Resources, who acquired 1,801 ordinary shares through an automatic dividend reinvestment. This transaction increases her total holding to 32,033 shares, representing 0.03% of the company’s issued share capital. The acquisition, conducted on the London Stock Exchange, reflects internal confidence in the company’s performance and may have implications for stakeholder perceptions.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings announced the vesting of its 2022 Executive Long Term Incentive Plan (LTIP) and Other LTIP, marking the third anniversary of the grant. Key executives, including the CEO and CFO, had their shares vested, with a portion sold to cover taxes and the remainder subject to a holding period. Additionally, the first vesting of the 2024 Senior Manager Replacement Award was completed, impacting several senior managers. This vesting reflects the company’s commitment to rewarding its leadership team and aligns with its long-term strategic goals, potentially enhancing stakeholder confidence in its management practices.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings PLC has announced the grant of conditional share awards under its 2025 Long Term Incentive Plan to several key executives and senior managers. These awards, which are part of the company’s 2016 Executive Incentive Plan, are subject to various performance conditions and are designed to align the interests of the executives with those of the shareholders. The plan includes a mix of performance share awards and restricted share awards, with vesting contingent on achieving specific financial and strategic goals over a three-year period. This initiative is expected to incentivize leadership to drive the company’s growth and enhance shareholder value.
The most recent analyst rating on (GB:POLR) stock is a Hold with a £5.70 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings reported an 8% increase in its Assets under Management (AuM) for the quarter ending June 2025, rising from £21.4bn to £23.2bn. This growth was driven by fund performance and market movements, despite net outflows and a return of capital due to a tender offer by the Polar Capital Global Financials Trust. The company experienced net inflows in several funds, including Artificial Intelligence and Asian Stars, while facing outflows in its Technology fund. The successful tender offer concluded with the Global Financials Trust starting a new five-year term, reflecting significant growth in net asset value over the past five years. Polar Capital remains optimistic about its long-term performance, citing strong fund capacity and improving relative fund performance.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings PLC has announced a change in its Nominated Adviser and Broker from Numis Securities Limited to Deutsche Bank AG, London Branch. This change follows Deutsche Bank’s acquisition of Numis Securities Limited’s parent company and is effective immediately, potentially impacting the company’s advisory and brokerage relationships.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings PLC reported a resilient financial performance for the year ending March 31, 2025, despite market volatility. The company achieved a 17% increase in average Assets under Management (AuM) to £22.9 billion and a 27% rise in core operating profit to £56.7 million. However, statutory profit before tax fell by 6% due to a £13.6 million impairment charge. The company maintained its dividend at 46.0p per share, reflecting confidence in its long-term outlook. Polar Capital’s strategic focus on ‘growth with diversification’ led to the successful launch of the Polar Capital International Small Company Fund, which surpassed the $100 million AuM milestone. The company continues to navigate macroeconomic challenges while expanding its investment strategies and client reach.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings has announced a CEO succession plan, with current CEO Gavin Rochussen set to retire after eight years in the role. Iain Evans, the Global Head of Distribution, has been appointed as CEO Designate and is expected to assume the role in September, subject to regulatory approval. Under Rochussen’s leadership, the company saw significant growth, with assets under management increasing by 130% and earnings per share rising by 162%. The transition is aimed at continuing the company’s growth trajectory and maintaining its position as a resilient and distinctive asset manager.
The most recent analyst rating on (GB:POLR) stock is a Hold with a £4.80 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings plc has announced that its CEO, Gavin Rochussen, and CFO, Samir Ayub, will present the company’s Full Year results for the period ending 31 March 2025. This presentation, scheduled for 30 June 2025, is open to existing and potential shareholders and will include a Q&A session, providing an opportunity for stakeholders to engage with the company’s leadership and gain insights into its financial performance and strategic direction.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings plc has announced its total voting rights in accordance with the FCA’s Disclosure Guidance and Transparency Rules. As of May 31, 2025, the company has 101,568,374 ordinary shares with voting rights, which shareholders can use to determine their interest in the company’s share capital.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital Holdings has issued 7,969 new ordinary shares as part of its block listing facility, following the partial crystallisation of the Global Convertible Bond Fund. This issuance increases the company’s total ordinary shares to 101,568,374, reflecting its structured approach to fund management and incentivization of fund managers through preference shares that convert upon crystallisation events.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £600.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.