- Investec expects half-year adjusted earnings per share (EPS) to be between 38.7p and 41.5p.
- The company projects adjusted operating profit to range from GBP 451.0 million to GBP 481.8 million.
- Results for the first half of 2026 are anticipated to align with those of the previous period.
- Investec forecasts group return on equity (ROE) to be between 13% and 14%, which fits within the medium-term target of 13% to 17%.
- The expected group return on tangible equity (ROTE) is between 15% and 16%, aligning with the medium-term target of 14% to 18%.
- As part of a share buy-back program initiated in May 2025, the group has repurchased roughly 1.1 billion rand out of a total of 2.5 billion rand.
- Investec aims to improve returns towards the upper end of its target range by fiscal year 2030.
- Analyst recommendations currently indicate 5 buys, with no holds or sells.
A look at Investec PLC Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 4 | |
| Dividend | 5 | |
| Growth | 3 | |
| Resilience | 3 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.8 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Investec PLC, the international specialist bank and asset manager, presents a promising long-term outlook based on its Smartkarma Smart Scores. With a strong emphasis on dividends and value, Investec PLC secures top marks in these categories, indicating stability and attractive returns for investors. Additionally, the company displays commendable momentum and resilience, factors that bode well for its performance over time. While growth and resilience scores are slightly lower, the overall picture painted by the Smart Scores suggests a positive trajectory for Investec PLC in the foreseeable future.
As a dually-listed company with a presence in various financial services sectors including corporate and investment banking, private banking, and asset management, Investec PLC encompasses a diverse range of offerings. The high dividend score underscores its commitment to rewarding shareholders, while the solid value score signifies an attractive investment opportunity. With a well-rounded profile that includes a mix of services such as property trading and trade finance, Investec PLC stands out as a reputable player in the industry, poised for long-term success.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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