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About the company
Investec plc is a United Kingdom-based company. The Company provides its clients with products and services in the corporate mid-market, bespoke solutions to high-net-worth clients and access to a wealth management offering through its strategic partnership with Rathbones. Its principal business divisions include Wealth & Investment; Private Banking; Corporate, Investment Banking and Other, and Group Investments. Its private client offering provides transactional banking, lending, private capital, savings, and foreign exchange. Its corporate and investment banking activities include lending, advisory, hedging, savings, equity placement, and risk management services for private companies, private equity, institutions, intermediaries, and governments. This division also includes central treasury and liability management channels. Its subsidiaries are Investec Bank plc and Rathbones Group plc.
- Revenue in GBP (TTM)3.95bn
- Net income in GBP633.65m
- Incorporated1998
- Employees8.00k
- LocationInvestec PLC2 Gresham StreetLONDON EC2V 7QPUnited KingdomGBR
- Phone+44 207 597 4000
- Fax+44 207 597 4070
- Websitehttps://www.investec.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RIT Capital Partners plc | 533.80m | 459.30m | 3.03bn | 64.00 | 6.68 | 0.7539 | -- | 5.67 | 3.29 | 3.29 | 3.80 | 29.11 | 0.1236 | -- | 5.79 | -- | 10.63 | 5.17 | 11.27 | 5.54 | 93.72 | 91.28 | 86.04 | 75.08 | -- | -- | 0.0701 | 25.59 | 41.63 | -1.06 | 50.59 | -1.84 | 14.87 | 4.20 |
| Man Group PLC | 1.05bn | 131.04m | 3.11bn | 1.72k | 23.98 | 2.64 | 17.52 | 2.96 | 0.1126 | 0.1126 | 0.9031 | 1.02 | 0.301 | -- | 2.45 | 612,004.60 | 3.75 | 9.55 | 4.54 | 12.01 | -- | -- | 12.46 | 24.96 | -- | -- | 0.1529 | 44.09 | -2.02 | 8.39 | -41.28 | 4.87 | 5.92 | 1.52 |
| JPMorgan Global Growth & Income PLC | 55.64m | 33.99m | 3.14bn | 0.00 | 77.38 | 1.04 | -- | 56.38 | 0.0734 | 0.0734 | 0.1088 | 5.47 | 0.0177 | -- | 3.41 | -- | 1.08 | 10.63 | 1.09 | 10.73 | 73.88 | 94.96 | 61.09 | 92.51 | -- | -- | 0.0476 | 33.93 | -90.27 | 11.97 | -93.85 | 4.99 | -- | 11.82 |
| 3i Infrastructure PLC | 564.00m | 422.00m | 3.23bn | 0.00 | 7.65 | 0.8581 | -- | 5.72 | 0.4575 | 0.4575 | 0.6115 | 4.08 | 0.1369 | -- | 188.00 | -- | 10.24 | 10.42 | 10.30 | 10.53 | 84.04 | 81.65 | 74.82 | 84.41 | -- | 10.17 | 0.0851 | 29.75 | 3.21 | 8.64 | -4.03 | 8.25 | -- | 6.58 |
| Aberdeen Group PLC | 1.34bn | 399.00m | 3.78bn | 4.46k | 9.40 | 0.7359 | 7.55 | 2.82 | 0.2183 | 0.2183 | 0.7332 | 2.79 | 0.1455 | -- | -- | 300,605.30 | 4.32 | 2.11 | 4.32 | 2.19 | 94.93 | 94.15 | 29.68 | 13.38 | -- | -- | 0.0978 | 140.61 | -2.12 | -5.20 | 60.89 | -14.00 | -3.43 | 0.00 |
| IG Group Holdings plc | 1.09bn | 380.40m | 4.49bn | 2.18k | 12.78 | 2.64 | 10.25 | 4.12 | 1.05 | 1.05 | 3.01 | 5.10 | 0.363 | -- | 2.43 | 499,495.90 | 12.67 | 14.00 | 16.11 | 18.06 | 98.06 | 98.31 | 34.90 | 36.67 | -- | -- | 0.2356 | 47.81 | 9.20 | 10.43 | 23.63 | 9.61 | -20.12 | 1.79 |
| ICG PLC | 1.14bn | 596.00m | 4.73bn | 686.00 | 8.02 | 1.81 | 7.71 | 4.17 | 2.03 | 2.03 | 3.88 | 9.00 | 0.1194 | -- | 2.88 | 1,654,665.00 | 6.27 | 5.00 | 6.69 | 5.46 | -- | -- | 52.52 | 48.50 | -- | 22.80 | 0.7211 | 58.93 | 0.0625 | 20.13 | -3.47 | 32.88 | 1.59 | 10.32 |
| Alliance Witan PLC | 190.90m | 133.11m | 4.78bn | 0.00 | 30.36 | 0.995 | -- | 25.06 | 0.415 | 0.415 | 0.5195 | 12.66 | 0.0408 | -- | 8.16 | -- | 2.85 | 8.87 | 2.89 | 9.15 | 82.78 | 93.48 | 69.73 | 89.50 | -- | 14.03 | 0.0677 | 19.93 | -15.62 | -1.52 | -18.17 | -2.22 | -- | 13.85 |
| Polar Capital Technology Trust plc | 2.18bn | 2.14bn | 5.56bn | 0.00 | 2.65 | 0.9232 | -- | 2.56 | 1.88 | 1.88 | 1.88 | 5.40 | 0.4145 | -- | 38.47 | -- | 40.73 | 11.66 | 40.97 | 11.87 | 98.45 | 93.39 | 98.26 | 92.54 | -- | -- | 0.012 | 0.00 | -86.48 | -16.57 | -89.39 | -19.95 | -- | -- |
| Investec plc | 3.95bn | 633.65m | 5.73bn | 8.00k | 8.57 | 0.9669 | -- | 2.56 | 0.7177 | 0.7177 | 2.54 | 6.51 | -- | -- | -- | -- | 1.17 | 1.04 | -- | -- | -- | -- | 31.15 | 27.86 | -- | -- | -- | 30.01 | 0.8879 | 9.16 | 3.67 | 30.39 | -15.24 | 27.11 |
| F&C Investment Trust PLC | 400.13m | 349.30m | 5.88bn | 0.00 | 17.37 | 1.06 | -- | 14.69 | 0.7137 | 0.7137 | 0.8239 | 11.68 | 0.0646 | -- | 9.24 | -- | 5.64 | 9.12 | 5.68 | 9.20 | 91.82 | 94.17 | 87.30 | 91.44 | -- | -- | 0.0936 | 14.25 | 80.31 | 8.01 | 87.63 | 8.11 | -- | 6.10 |
| St James's Place PLC | 30.12bn | 531.10m | 6.88bn | 3.33k | 13.23 | 4.66 | 12.29 | 0.2283 | 0.9873 | 0.9873 | 56.01 | 2.81 | 0.1435 | -- | -- | -- | 0.2532 | 0.1895 | -- | -- | -- | -- | 1.76 | 1.99 | -- | -- | 0.2302 | 55.28 | 16.24 | 30.45 | 33.31 | 15.18 | -47.20 | -18.39 |
| Pershing Square Holdings Ltd | 2.60bn | 1.89bn | 7.26bn | -- | 3.94 | 0.6476 | -- | 2.79 | 10.50 | 10.50 | 14.50 | 63.89 | 0.1986 | -- | 161.56 | -- | 14.43 | 9.87 | 14.76 | 10.29 | 76.70 | 72.75 | 72.69 | 70.55 | -- | 25.72 | 0.196 | 6.56 | 109.17 | -5.65 | 115.16 | -6.70 | -- | 16.66 |
Data as of Mar 06 2026. Currency figures normalised to Investec PLC's reporting currency: UK Pound GBX
47.05%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Public Investment Corporation (SOC) Ltd.as of 24 Nov 2025 | 88.30m | 13.69% |
| SBG Securities (Pty) Ltd.as of 01 Jul 2025 | 35.37m | 5.48% |
| STANLIB Asset Management (Pty) Ltd.as of 11 Jun 2025 | 32.73m | 5.07% |
| The Vanguard Group, Inc.as of 31 Mar 2025 | 29.33m | 4.55% |
| BlackRock Investment Management (UK) Ltd.as of 19 Sep 2025 | 26.81m | 4.16% |
| Allan Gray (Pty) Ltd.as of 19 Jan 2026 | 19.66m | 3.05% |
| M&G Investment Management Ltd.as of 31 Mar 2025 | 19.28m | 2.99% |
| Acadian Asset Management LLCas of 31 Mar 2025 | 18.06m | 2.80% |
| M&G Investment Managers (Pty) Ltd.as of 31 Aug 2025 | 17.57m | 2.72% |
| Coronation Asset Management (Pty) Ltd.as of 31 Mar 2025 | 16.38m | 2.54% |
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Data from 01 Jul 2025 - 16 Feb 2026Source: FactSet Research Systems Inc.
