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Record plc (REC.L)
GBp43.30
+0.60 (+1.41%)
GB LSE Financial Services Asset Management
Address
Morgan House SL4 1EP
Windsor, GB
Windsor, GB
CEO
Jan Hendrik Josef Witte
Website
recordcm.com
IPO
2000-01-04
ISIN GB00B28ZPS36
Description
Record plc is an international financial services firm that, through its various entities, specializes in providing global currency and derivatives management solutions. Its extensive operations span the United Kingdom, North America, Continental Europe, Australia, and numerous other international markets. The company offers a comprehensive array of services, encompassing full-scope asset management. It provides expertise in diverse financial instruments such as options, futures, cross-currency, and total-return swaps, alongside fixed-income products like bonds and loans. Additionally, Record plc delivers crucial supporting services, including cash and liquidity management, collateral management, and sophisticated derivatives overlays. Serving a distinguished institutional client base, Record plc primarily caters to asset managers, pension funds, charitable foundations, and other large-scale investors. Access to its specialized products and services is facilitated through both direct client engagement and partnerships with investment consulting firms. Record plc was established in 1983 and maintains its corporate headquarters in Windsor, United Kingdom.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp43.30
+0.60 (+1.41%)
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Volume Profile
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Liquidity & share structure
Average Volume
284.1K
Beta
0.75
Float Shares
119.99M
Free Float %
61.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.52% | -3.21% | -2.87% | -5.57% | -0.73% | -3.56% | -2.17% | -36.98% | -38.13% | +121.22% | +1,870.91% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
43.30
DCF (Unlevered)
78.46
+81.2%
DCF (Levered)
85.54
+97.5%
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.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
10.33
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-2.6% Q1'26: -13.5% (vs Q1'24)
-
EPS growth Asset Management: +22.7%-17.3% Q1'26: -16.2% (vs Q1'24)
-
FCF margin FCF growth · Asset Management: +27.7%+18.1% Q1'26: +28.2% (vs Q1'24)
-
EBIT margin Asset Management: +50.6%+25.2% Q1'26: +26.7% (vs Q1'24)
-
ROIC Asset Management: +6.5%+34.2% ★ Q1'26: +73.0% (vs Q1'24)
-
Share dilution Asset Management: +0.0%+1.6% Q1'26: +3.0% (vs Q1'24)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.57× ★ Q1'26: 0.30× (vs Q1'24)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* 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.
Consensus Estimates
| Metric |
Mar 2008 actual |
Mar 2009 actual |
Mar 2010 actual |
Mar 2011 actual |
Mar 2012 actual |
Mar 2013 actual |
Mar 2014 actual |
Mar 2015 actual |
Mar 2016 actual |
Mar 2017 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
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. |
Mar 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
66.23M
est: 67.41M (-1.7%)
|
46.80M
est: 46.38M (+0.9%)
|
33.42M
est: 33.60M (-0.5%)
|
28.20M
est: 28.57M (-1.3%)
|
20.54M
est: 20.30M (+1.2%)
|
18.55M
est: 18.27M (+1.5%)
|
19.92M
est: 20.37M (-2.2%)
|
21.06M
est: 19.77M (+6.5%)
|
21.13M
est: 21.00M (+0.6%)
|
22.95M
est: 22.82M (+0.6%)
|
23.83M
est: 24.13M (-1.2%)
|
24.97M
est: 24.63M (+1.4%)
|
25.65M
est: 25.20M (+1.8%)
|
25.45M
est: 25.57M (-0.5%)
|
34.78M
est: 34.94M (-0.4%)
|
44.91M
est: 44.89M (+0.0%)
|
45.38M
est: 45.33M (+0.1%)
|
41.62M
est: 41.70M (-0.2%)
|
39.99M
39.99M – 39.99M
-4.1% YoY
|
44.80M
44.80M – 44.80M
+12.0% YoY
|
48.00M
48.00M – 48.00M
+7.1% YoY
|
49.00M
49.00M – 49.00M
+2.1% YoY
|
| EBITDA |
313.0K
est: 21.11M (-98.5%)
|
363.0K
est: 28.78M (-98.7%)
|
16.92M
est: 20.31M (-16.7%)
|
12.73M
est: 14.58M (-12.7%)
|
7.11M
est: 9.15M (-22.3%)
|
6.34M
est: 5.61M (+13.0%)
|
6.50M
est: 6.95M (-6.4%)
|
7.62M
est: 7.48M (+1.8%)
|
6.87M
est: 6.58M (+4.4%)
|
8.09M
est: 7.15M (+13.2%)
|
8.25M
est: 8.88M (-7.1%)
|
7.93M
est: 7.84M (+1.1%)
|
7.91M
est: 8.59M (-8.0%)
|
7.83M
est: 8.35M (-6.2%)
|
11.73M
est: 8.60M (+36.5%)
|
14.98M
est: 8.73M (+71.5%)
|
13.72M
est: 8.92M (+53.8%)
|
11.86M
est: 13.06M (-9.1%)
|
12.52M
12.52M – 12.52M
-4.1% YoY
|
14.03M
14.03M – 14.03M
+12.0% YoY
|
15.03M
15.03M – 15.03M
+7.1% YoY
|
15.34M
15.34M – 15.34M
+2.1% YoY
|
| EBIT |
40.40M
est: 19.50M (+107.2%)
|
26.77M
est: 27.02M (-0.9%)
|
16.68M
est: 18.73M (-11.0%)
|
12.60M
est: 13.99M (-9.9%)
|
6.85M
est: 8.77M (-21.9%)
|
5.99M
est: 5.18M (+15.6%)
|
6.42M
est: 6.60M (-2.7%)
|
7.54M
est: 6.56M (+14.8%)
|
6.79M
est: 6.07M (+11.8%)
|
7.86M
est: 6.60M (+19.0%)
|
7.52M
est: 8.28M (-9.1%)
|
7.87M
est: 7.42M (+6.1%)
|
7.80M
est: 8.06M (-3.3%)
|
6.87M
est: 7.29M (-5.8%)
|
10.88M
est: 7.51M (+44.9%)
|
14.65M
est: 7.63M (+92.1%)
|
12.99M
est: 7.79M (+66.9%)
|
11.10M
est: 12.06M (-7.9%)
|
11.57M
11.57M – 11.57M
-4.1% YoY
|
12.96M
12.96M – 12.96M
+12.0% YoY
|
13.88M
13.88M – 13.88M
+7.1% YoY
|
14.17M
14.17M – 14.17M
+2.1% YoY
|
| Net Income |
27.91M
est: 25.39M (+9.9%)
|
19.28M
est: 19.20M (+0.4%)
|
11.91M
est: 13.97M (-14.8%)
|
8.91M
est: 10.16M (-12.4%)
|
4.91M
est: 6.33M (-22.4%)
|
4.33M
est: 3.79M (+14.3%)
|
5.41M
est: 4.83M (+12.0%)
|
5.78M
est: 5.53M (+4.5%)
|
5.54M
est: 4.84M (+14.6%)
|
6.32M
est: 5.51M (+14.7%)
|
6.15M
est: 6.75M (-8.9%)
|
6.43M
est: 6.27M (+2.6%)
|
6.42M
est: 6.58M (-2.4%)
|
5.35M
est: 6.12M (-12.5%)
|
8.63M
est: 6.30M (+37.0%)
|
11.34M
est: 6.40M (+77.1%)
|
9.25M
est: 6.53M (+41.6%)
|
9.11M
est: 9.79M (-7.0%)
|
7.99M
7.99M – 7.99M
-18.3% YoY
|
8.45M
8.45M – 8.45M
+5.7% YoY
|
9.39M
9.39M – 9.39M
+11.1% YoY
|
9.99M
9.99M – 9.99M
+6.4% YoY
|
| SGA |
24.71M
est: 47.32M (-47.8%)
|
20.13M
est: 18.35M (+9.7%)
|
16.44M
est: 14.23M (+15.5%)
|
15.37M
est: 14.43M (+6.5%)
|
13.29M
est: 11.18M (+18.8%)
|
12.34M
est: 12.57M (-1.8%)
|
13.18M
est: 13.76M (-4.2%)
|
13.14M
est: 13.71M (-4.1%)
|
13.88M
est: 14.74M (-5.9%)
|
14.82M
est: 16.02M (-7.5%)
|
16.33M
est: 16.10M (+1.4%)
|
16.63M
est: 16.75M (-0.7%)
|
17.61M
est: 17.09M (+3.0%)
|
18.93M
est: 16.42M (+15.3%)
|
23.73M
est: 16.92M (+40.3%)
|
29.89M
est: 17.19M (+73.9%)
|
30.75M
est: 17.54M (+75.2%)
|
30.85M
est: 17.97M (+71.7%)
|
28.08M
28.08M – 28.08M
+56.3% YoY
|
31.45M
31.45M – 31.45M
+12.0% YoY
|
33.70M
33.70M – 33.70M
+7.1% YoY
|
34.40M
34.40M – 34.40M
+2.1% YoY
|
| EPS |
0.13
est: 0.13 (+0.7%)
|
0.09
est: 0.09 (-0.7%)
|
0.05
est: 0.05 (+0.2%)
|
0.04
est: 0.04 (-3.4%)
|
0.02
est: 0.02 (-1.6%)
|
0.02
est: 0.02 (+1.2%)
|
0.02
est: 0.02 (+2.5%)
|
0.03
est: 0.02 (+15.7%)
|
0.03
est: 0.02 (+3.7%)
|
0.03
est: 0.03 (+3.9%)
|
0.03
est: 0.03 (+0.2%)
|
0.03
est: 0.03 (+8.6%)
|
0.03
est: 0.03 (+5.4%)
|
0.03
est: 0.03 (-8.0%)
|
0.05
est: 0.04 (+3.4%)
|
0.06
est: 0.06 (-0.8%)
|
0.05
est: 0.05 (-5.9%)
|
0.05
est: 0.05 (-3.9%)
|
0.04
0.04 – 0.04
-18.3% YoY
|
0.04
0.04 – 0.04
+5.7% YoY
|
0.05
0.05 – 0.05
+11.1% YoY
|
0.05
0.05 – 0.05
+6.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
15.66M
OE per share TTM
0.08
Owner's Yield
14.87%
Maintenance CapEx ratio
7.47%
Maint CapEx / Avg PPE
6.9%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR FTSE UK All Share UCITS ETF (Dist) FTAD.L | 0.00% | 14.3K | 0.20% |
| 2 | State Street SPDR FTSE UK All Share UCITS ETF (Acc) FTAL.L | 0.00% | 14.3K | 0.20% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
104.2K
Shares Outstanding
193.88M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jan Hendrik Witte | Chief Executive Officer & Executive Director | 2M | male |
| Kevin Ayles | Chief of Staff | 922.1K | male |
| Cerian Natasha Tahany | Company Secretary | — | female |
| Grady Laurie | Head of Compliance | — | male |
| James Mackenzie-Smith | Chief Risk Officer | — | male |
| James Nisbet | Head of Enhanced Passive Headging & Rates | — | — |
| Joel Duncan Sleigh | Chief Operating Officer | — | male |
| Andrew Bloomfield | Head of Macro Research | — | male |
| Samantha Dunn | Interim Chief Financial Officer | — | female |
| Andrey Rumyantsev | Head of Risk Management Solutions | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for REC.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
