Business Description
Investec PLC
SIC : 6211
ISIN : GB00B17BBQ50
Total Employee Number:
8,000Compare
Compare
Traded in other countries / regions
INVP.UKINP.South AfricaIVKA.GermanyIVTJF.USA IPO Date
2002-07-22Description
Investec PLC is an Anglo-South African financial services group providing banking and wealth management services to private, corporate, and institutional clients. Its operations span two principal markets, the United Kingdom and South Africa, with additional activities in other regions. The group operates through two core divisions: Wealth & Investment, which offers portfolio management, stockbroking, and financial planning to high net worth individuals and institutions, and Specialist Banking, which provides private banking, corporate and investment banking, treasury, and lending services, including residential mortgages, structured finance, and risk management solutions. Clients include private clients, growth-oriented companies, private equity firms, and listed corporates. Revenue is generated primarily from net interest income, fees, commissions, and trading income. Investec also holds a significant stake in Ninety One, an asset management business it spun off and separately listed.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.88 | |||||
Equity-to-Asset | 0.1 | |||||
Debt-to-Equity | 0.42 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 6/9 | |||||
Beneish M-Score | -2.34 | |||||
WACC vs ROIC | ||||||
Growth Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 7.3 | |||||
3-Year EPS without NRI Growth Rate | 6.8 | |||||
3-Year Book Growth Rate | 8.4 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 9.69 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 7.71 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 40.69 | |||||
9-Day RSI | 43.66 | |||||
14-Day RSI | 46.12 | |||||
3-1 Month Momentum % | 6.72 | |||||
6-1 Month Momentum % | 11.67 | |||||
12-1 Month Momentum % | 5.56 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 6.17 | |||||
Dividend Payout Ratio | 0.51 | |||||
3-Year Dividend Growth Rate | 10.9 | |||||
Forward Dividend Yield % | 6.17 | |||||
5-Year Yield-on-Cost % | 32.95 | |||||
3-Year Average Share Buyback Ratio | 0.4 | |||||
Shareholder Yield % | 12.83 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 33.08 | |||||
FCF Margin % | 21.34 | |||||
OCF Margin % | 21.34 | |||||
ROE % | 14.16 | |||||
ROA % | 1.43 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 8 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 8.62 | |||||
Forward PE Ratio | 7.31 | |||||
PE Ratio without NRI | 8.43 | |||||
Shiller PE Ratio | 8.37 | |||||
PEG Ratio | 1.32 | |||||
PS Ratio | 2.59 | |||||
PB Ratio | 0.95 | |||||
Price-to-Tangible-Book | 0.97 | |||||
Price-to-Free-Cash-Flow | 9.24 | |||||
Price-to-Operating-Cash-Flow | 9.24 | |||||
EV-to-Revenue | 0.87 | |||||
EV-to-FCF | 3.27 | |||||
Price-to-GF-Value | 1.07 | |||||
Price-to-Projected-FCF | 0.64 | |||||
Price-to-Median-PS-Value | 1.36 | |||||
Price-to-Peter-Lynch-Fair-Value | 1.23 | |||||
Price-to-Graham-Number | 0.6 | |||||
FCF Yield % | 15.51 | |||||
Forward Rate of Return (Yacktman) % | 11.49 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Investec PLC Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil R) | 52,356.686 | ||
| EPS (TTM) (R) | 18.02 | ||
| Beta | 0.7752 | ||
| 3-Year Sharpe Ratio | -0.01 | ||
| 3-Year Sortino Ratio | -0.02 | ||
| Volatility % | 22.36 | ||
| 14-Day RSI | 46.12 | ||
| 14-Day ATR (R) | 3.553768 | ||
| 20-Day SMA (R) | 142.772 | ||
| 12-1 Month Momentum % | 5.56 | ||
| 52-Week Range (R) | 115.11 - 150.92 | ||
| Shares Outstanding (Mil) | 627.02 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Investec PLC Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Investec PLC Stock Events
| Event | Date | Price (R) | ||
|---|---|---|---|---|
| Second quarter earnings conference call for 2027 | 2026-11-20 | In 59 days | ||
| Second quarter earnings results for 2027 | 2026-11-20 | In 59 days | ||
| GBP 0.210000 Cash Dividend | 2026-08-19 | 145.46 (-0.23%) | ||
| General meeting for 2026 | 2026-08-06 10:00 | 148.07 (+1.27%) | ||
| Annual report for 2026 | 2026-06-23 | 138.66 (+2.72%) | ||
| Fourth quarter earnings conference call for 2026 | 2026-05-21 09:30 | 135.72 (+2.05%) | ||
| Fourth quarter earnings results for 2026 | 2026-05-21 | 135.72 (+2.05%) | ||
| ZAR 3.960000 Cash Dividend | 2025-12-10 | 120.70 (+1.13%) | ||
| Second quarter earnings conference call for 2026 | 2025-11-20 | 131.44 (-1.54%) | ||
| Second quarter earnings results for 2026 | 2025-11-20 | 131.44 (-1.54%) |
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Investec PLC Frequently Asked Questions
What is Investec PLC(JSE:INP)'s stock price today?
The current price of JSE:INP is R141.05. The 52 week high of JSE:INP is R150.92 and 52 week low is R115.11.
When is next earnings date of Investec PLC(JSE:INP)?
The next earnings date of Investec PLC(JSE:INP) is 2026-11-20 Est..
Does Investec PLC(JSE:INP) pay dividends? If so, how much?
The Dividend Yield %  of Investec PLC(JSE:INP) is 6.17% (As of Today), Highest Dividend Payout Ratio of Investec PLC(JSE:INP) was 0.73. The lowest was 0.19. And the median was 0.46. The  Forward Dividend Yield % of Investec PLC(JSE:INP) is 6.17%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
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