Top Page
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 | 235.30M | 222.11M | 197.25M | 185.10M | 219.42M | 218.45M |
| Gross Profit | 0.00 | 106.07M | 174.59M | 160.39M | 187.52M | 201.24M |
| EBITDA | 70.96M | 69.11M | 58.53M | 53.71M | 67.70M | 77.84M |
| Net Income | 39.10M | 35.31M | 40.79M | 35.61M | 48.92M | 62.72M |
Balance Sheet | ||||||
| Total Assets | 196.96M | 220.13M | 217.62M | 241.68M | 249.85M | 255.73M |
| Cash, Cash Equivalents and Short-Term Investments | 161.43M | 180.53M | 146.33M | 190.02M | 198.91M | 193.87M |
| Total Debt | 0.00 | 6.15M | 7.51M | 9.26M | 3.14M | 4.36M |
| Total Liabilities | 70.74M | 85.68M | 81.72M | 98.83M | 93.61M | 104.29M |
| Stockholders Equity | 126.21M | 134.44M | 135.90M | 142.85M | 156.25M | 151.44M |
Cash Flow | ||||||
| Free Cash Flow | 56.09M | 63.85M | 41.66M | 49.21M | 66.64M | 91.50M |
| Operating Cash Flow | 56.12M | 64.02M | 41.91M | 49.70M | 67.19M | 91.66M |
| Investing Cash Flow | 14.87M | 3.91M | 13.11M | -19.91M | -39.02M | -20.05M |
| Financing Cash Flow | -50.27M | -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 |
|---|---|---|---|---|---|---|---|
76 Outperform | £605.83M | 15.56 | 31.19% | 8.73% | 7.71% | -7.39% | |
73 Outperform | £973.58M | 17.07 | 7.11% | 2.70% | -4.38% | ― | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | £1.63B | 20.26 | 9.75% | 9.91% | -28.89% | -12.14% | |
64 Neutral | £145.89M | 11.86 | 9.72% | 21.31% | -15.65% | -12.27% | |
62 Neutral | £192.08M | 9.95 | 16.48% | 17.93% | -16.53% | -44.15% | |
50 Neutral | £522.99M | -4.04 | -14.23% | ― | ― | 33.10% |
Polar Capital Holdings Corporate Events
Polar Capital Holdings has continued to execute its previously announced share buyback programme, repurchasing 28,000 ordinary shares on 5 February 2026 through Deutsche Numis at prices between 612p and 630p, with a volume-weighted average price of 622.22p. The company will cancel the repurchased shares, reducing its issued ordinary share capital to 101,309,942 shares and setting the same figure for total voting rights, a change that marginally enhances earnings per share and may support the share price while providing shareholders with an updated denominator for disclosure and transparency reporting requirements.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £735.00 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 repurchased 15,000 of its 2.5p ordinary shares on 4 February 2026 under its previously announced share buyback programme, at prices ranging from 626p to 638p and a volume-weighted average price of 634.12p, via Deutsche Bank AG’s Deutsche Numis arm. The shares will be cancelled, reducing the company’s share count to 101,337,942 and fixing total voting rights at that level, a move that marginally enhances earnings per share and may signal confidence in the company’s valuation while providing updated capital and voting-rights information for shareholders subject to UK disclosure rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £729.00 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 continued to execute its recently announced share buyback programme, repurchasing 7,042 ordinary shares on 3 February 2026 through Deutsche Bank AG’s Deutsche Numis unit at prices between 629p and 632p per share, with a volume-weighted average price of 631.66p. The repurchased shares will be cancelled, reducing the company’s issued share capital and total voting rights to 101,352,942, a move that marginally enhances earnings per share and may signal management’s confidence in the company’s valuation while providing shareholders with an updated denominator for regulatory disclosure calculations.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £729.00 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 continued to execute its recently announced share buyback programme, repurchasing 7,865 ordinary shares of 2.5p each on 2 February 2026 via Deutsche Bank AG’s London branch, trading as Deutsche Numis, at prices between 613p and 619p per share and a volume-weighted average price of 617.91p. The acquired shares will be cancelled, reducing the company’s issued share capital to 101,359,984 ordinary shares and setting the new total voting rights at that level, a development that marginally enhances remaining shareholders’ proportional ownership and provides an updated base for regulatory disclosure thresholds under UK transparency rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £780.00 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 confirmed that, as of the close of business on 31 January 2026, its issued share capital comprises 101,367,849 ordinary shares of 2.5p each, all of which carry voting rights and none of which are held in treasury. The disclosure, made in line with the FCA’s Disclosure Guidance and Transparency Rules, provides investors with the official denominator for calculating notifiable shareholdings and changes in ownership stakes, ensuring continued transparency around the company’s shareholder base and regulatory reporting obligations.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £689.00 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 continued to execute its previously announced share buyback programme, repurchasing 23,000 ordinary shares on 30 January 2026 through Deutsche Bank’s Deutsche Numis arm at prices between 589p and 599p per share, at a volume-weighted average price of 595.74p. The purchased shares will be cancelled, reducing the company’s issued share capital to 101,367,849 ordinary shares and setting the new total voting rights at the same level, a change that affects ownership calculations for investors monitoring their disclosure thresholds under UK transparency rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £693.00 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 continued to execute its recently announced share buyback programme, repurchasing 22,000 ordinary shares on 29 January 2026 through Deutsche Bank’s Deutsche Numis unit at prices between 595p and 606p, with a volume-weighted average of 600.76p. The shares acquired under the programme are being cancelled, reducing the company’s issued share capital to 101,390,849 ordinary shares and setting the new total voting rights at the same level, a move that marginally enhances earnings per share and may signal management’s confidence in the company’s valuation while affecting ownership calculations under UK disclosure rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £697.00 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 continued to execute its recently announced share buyback programme, repurchasing 22,000 ordinary shares on 28 January 2026 at prices between 597p and 604p, at a volume-weighted average price of 601.36p per share through Deutsche Numis. The repurchased shares will be cancelled, reducing the company’s issued share capital to 101,412,849 ordinary shares and the same number of voting rights, a move that marginally enhances earnings per share and may signal management’s confidence in the company’s valuation while providing investors with an updated denominator for regulatory disclosure thresholds.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £697.00 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 continued to execute on its recently announced share buyback programme, repurchasing 22,000 ordinary shares on 27 January 2026 through Deutsche Bank’s Deutsche Numis unit at prices between 599p and 605p, with a volume-weighted average price of 602.2p. The shares purchased will be cancelled, reducing the firm’s issued share capital and leaving total voting rights at 101,434,849, a move that marginally enhances ownership stakes for remaining shareholders and underscores ongoing capital management and balance-sheet optimisation efforts.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £705.00 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 continued to execute its recently announced share buyback programme, repurchasing 22,000 ordinary shares on 26 January 2026 via Deutsche Bank’s Deutsche Numis unit at prices between 605p and 611p, with a volume-weighted average of 606.79p per share. The bought-back shares will be cancelled, reducing the company’s issued share capital to 101,456,849 ordinary shares and setting the same figure as the new total voting rights, a move that marginally enhances earnings per share and may signal management’s confidence in the company’s valuation while providing clarity for shareholders’ disclosure calculations under UK transparency rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £709.00 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 repurchased 22,525 of its own ordinary shares on 23 January 2026 under the share buyback programme launched on 16 January 2026, at prices between 607p and 612p per share and a volume-weighted average price of 609.82p. The repurchased shares will be cancelled, reducing the company’s issued ordinary share capital to 101,478,849 shares and setting the same figure as the total voting rights, a move that marginally enhances earnings per share and may support the share price while providing shareholders with an updated denominator for transparency and disclosure calculations under FCA rules.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £705.00 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 continued its recently launched share buyback programme, repurchasing 22,000 ordinary shares on 22 January 2026 at prices between 608p and 615p, with a volume-weighted average price of 613.13p per share. The shares bought back through Deutsche Numis will be cancelled, reducing the company’s issued ordinary share capital to 101,501,374 shares and setting the new total voting rights at the same level, a move that marginally enhances earnings per share and may signal management’s confidence in the firm’s valuation while slightly increasing existing shareholders’ relative stakes.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £705.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital has continued to execute its recently announced share buyback programme, repurchasing 25,000 of its 2.5p ordinary shares on 21 January 2026 via Deutsche Bank’s Deutsche Numis arm at prices between 599p and 622p, with a volume-weighted average price of 607.15p. The shares will be cancelled, reducing the company’s issued share capital and total voting rights to 101,523,374, a move that marginally enhances per-share metrics and signals ongoing capital management aimed at optimising the firm’s equity base for existing shareholders.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £726.00 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 continued to execute its recently announced share buyback programme, repurchasing 20,000 ordinary shares on 20 January 2026 at prices between 614p and 620p, with a volume-weighted average price of 618.43p. The repurchased shares will be cancelled, reducing the company’s issued share capital to 101,548,374 ordinary shares and setting the new total voting rights at the same level, a move that marginally enhances earnings per share and signals ongoing capital management aimed at returning value to shareholders while tightening the company’s free float.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £726.00 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 disclosed that its Chief Investment Officer, Alexander Black, sold 16,000 ordinary shares in the company on 19 January 2026. The disposal, carried out on the London Stock Exchange’s AIM market at prices between 618.3p and 620.0p per share, was formally notified as a transaction by a person discharging managerial responsibilities, in line with regulatory requirements for senior executives’ dealings.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £728.00 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 launched a new share repurchase programme for 2026, authorising buybacks of up to £15 million of its ordinary shares using existing cash resources, with all shares purchased to be cancelled to reduce the company’s share capital. The programme, to be executed independently in the open market by Deutsche Bank AG’s Deutsche Numis unit within previously approved shareholder authorities and regulatory limits, will run from 19 January 2026 until the earlier of 19 July 2026 or when the authorised amount is exhausted, signalling an ongoing commitment to capital return and potential support for earnings per share, though the company cautions there is no guarantee the full amount will be deployed.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £614.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.
Polar Capital reported a 6% rise in assets under management to £28.4bn as of 31 December 2025, driven primarily by £1.7bn of positive market moves and fund performance alongside £149m of net inflows, partially offset by fund closures and capital returned through investment trust corporate actions. Net performance fee profits surged to £16m for the first nine months of the financial year, supporting the board’s decision to launch a £15m share buyback, while the company highlighted that two-thirds of its strategies outperformed benchmarks in a year when most active managers lagged, bolstering its relative competitive position and underpinning management’s confidence in converting an improving client pipeline into durable inflows despite a still-challenging market backdrop for active equity managers.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £614.00 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 disclosed an off-market transfer of 3,719 ordinary shares in the company by its Chief Operating Officer, Nicholas Farren, to his wife, who is classified as a person closely associated, executed as a gift for nil consideration on 5 January 2026. The transaction, made in compliance with market disclosure rules for senior management dealings, does not change the overall number of shares in issue but provides transparency to investors and regulators regarding the internal shareholdings and personal estate planning of a key executive.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £614.00 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 reported a 25% increase in Assets under Management (AuM) to £26.7 billion for the six months ending September 30, 2025, marking a new all-time high. Despite facing industry headwinds and net outflows, the company benefited from its significant technology exposure and robust market performance. The firm declared an interim dividend, reflecting confidence in its financial stability, and received industry accolades for its boutique status and sector specialization.
The most recent analyst rating on (GB:POLR) stock is a Buy with a £615.00 price target. To see the full list of analyst forecasts on Polar Capital Holdings stock, see the GB:POLR Stock Forecast page.