Investec plc (INVR.L)
London, GB
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | +0.00% | +0.37% | +5.10% | +3.88% | +5.51% | +28.85% | +74.03% | +35.90% | +17.03% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
-
Revenue growth Financial - Capital Markets: +19.7%+365.3% ★ Q1'26: +371.6% (vs Q1'24)
-
EPS growth Financial - Capital Markets: +35.3%+97.4% ★ Q1'26: +8.3% (vs Q1'24)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-64.0% Q1'26: -15.3% (vs Q1'24)
-
EBIT margin Financial - Capital Markets: +33.5%+19.1% Q1'26: +20.6% (vs Q1'24)
-
ROIC Financial - Capital Markets: +4.0%+30.7% ★ Q1'26: +69.7% (vs Q1'24)
-
Share dilution Financial - Capital Markets: +0.0%+1.0% Q1'26: +1.0% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×2.74× ★ Q1'26: 1.21× (vs Q1'24)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 1 Rev. Ana. 1 EPS Ana. |
Mar 2027 1 Rev. Ana. 1 EPS Ana. |
Mar 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
4.78B
est: 2.10B (+127.2%)
|
1.02B
est: 2.21B (-54.0%)
|
2.14B
2.14B – 2.14B
-3.3% YoY
|
2.26B
2.26B – 2.26B
+5.8% YoY
|
2.42B
2.42B – 2.42B
+7.1% YoY
|
| EBITDA |
872.93M
est: 679.97M (+28.4%)
|
896.24M
est: 742.52M (+20.7%)
|
718.18M
718.18M – 718.18M
-3.3% YoY
|
759.76M
759.76M – 759.76M
+5.8% YoY
|
814.06M
814.06M – 814.06M
+7.1% YoY
|
| EBIT |
766.55M
est: 651.80M (+17.6%)
|
863.15M
est: 710.19M (+21.5%)
|
686.92M
686.92M – 686.92M
-3.3% YoY
|
726.68M
726.68M – 726.68M
+5.8% YoY
|
778.62M
778.62M – 778.62M
+7.1% YoY
|
| Net Income |
941.04M
est: 630.29M (+49.3%)
|
331.75M
est: 671.71M (-50.6%)
|
705.73M
705.73M – 705.73M
+5.1% YoY
|
767.41M
767.41M – 767.41M
+8.7% YoY
|
835.09M
835.09M – 835.09M
+8.8% YoY
|
| SGA |
47.48M
est: 41.32M (+14.9%)
|
40.86M
est: 39.46M (+3.6%)
|
38.16M
38.16M – 38.16M
-3.3% YoY
|
40.37M
40.37M – 40.37M
+5.8% YoY
|
43.26M
43.26M – 43.26M
+7.1% YoY
|
| EPS |
1.05
est: 0.75 (+40.6%)
|
0.39
est: 0.79 (-50.5%)
|
0.83
0.83 – 0.83
+5.1% YoY
|
0.90
0.90 – 0.90
+8.7% YoY
|
0.98
0.98 – 0.98
+8.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-28 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Fani Titi | Chief Executive Officer & Executive Director | 3M | male |
| Nishlan Andre Samujh | Group Finance Director, Chief Financial Officer & Executive Director | 2M | male |
| Richard John Wainwright | Head of Specialist Banking & Joint Head of South Africa | 721.0K | male |
| James Kieran-Colum Whelan | Group Chief Operating Officer | 694.0K | male |
| Marc Simon Kahn | Global Head of Human Resources & Organisational Development | — | — |
| Qaqambile Dwayi | Head of Investor Relations | — | male |
| Lesley R. Penfold | Head of Share Schemes & Secretarial | — | male |
| Domenico Ferrini | Co-Chief Investment Officer | — | male |
| John Terence McNab | Co-Chief Investment Officer | — | male |
| Allen Zimbler | Chief Integrating Officer | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for INVR.L
Short-term intention
Target Price Distribution
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