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Investec
(LSE:INVP)
Investec (INVP) vs. iShares MSCI United Kingdom ETF (EWC)
Investec Business Overview & Revenue Model
Investec Earnings Call Summary
Investec Financial Statement Overview
| Breakdown | |||||
| TTM | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 | Mar 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 1.48B | 1.91B | 2.25B | 1.91B | 1.60B | 1.78B | Gross Profit |
| 3.44B | 4.84B | 2.25B | 1.91B | 1.60B | 1.78B | EBIT |
| 1.48B | 1.88B | 910.95M | 592.88M | 282.74M | 180.76M | EBITDA |
| 800.33M | 804.33M | 900.84M | 690.59M | 361.62M | 52.82M | Net Income Common Stockholders |
| 650.23M | 941.04M | 804.87M | 516.20M | 268.34M | 1.14B |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 4.09B | 7.70B | 8.47B | 9.13B | 6.52B | 7.09B | Total Assets |
| 53.53B | 56.63B | 57.29B | 58.84B | 51.53B | 50.66B | Total Debt |
| 3.79B | 7.73B | 2.89B | 3.36B | 3.37B | 3.17B | Net Debt |
| -304.00M | -6.97B | -4.19B | -3.32B | -583.67M | -1.39B | Total Liabilities |
| 48.73B | 51.15B | 2.76B | 53.10B | 46.20B | 45.76B | Stockholders Equity |
| 4.16B | 5.47B | 4.88B | 5.20B | 4.76B | 4.33B |
| Cash Flow | Free Cash Flow | ||||
| -545.91M | -1.69B | -2.25B | -2.13B | -219.27M | 549.68M | Operating Cash Flow |
| -545.91M | -1.67B | -2.22B | -2.12B | -205.94M | 588.53M | Investing Cash Flow |
| 1.70M | -209.37M | -13.99M | 35.56M | 1.41M | -350.86M | Financing Cash Flow |
| -246.85M | 1.43B | 1.73B | 4.61B | -548.41M | -616.74M |
Investec Technical Analysis
Investec Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | £1.30B | 14.25 | 37.13% | 0.61% | 18.79% | 4.95% | |
79 Outperform | £2.45B | 12.16 | 40.24% | 5.11% | 2.95% | 9.84% | |
77 Outperform | £3.90B | 11.46 | 19.85% | 4.16% | 6.34% | 30.64% | |
77 Outperform | £1.90B | 11.79 | 8.13% | 6.16% | 2.63% | 132.46% | |
76 Outperform | £787.09M | 9.25 | 21.94% | 3.69% | 44.51% | 739.67% | |
64 Neutral | $12.75B | 9.76 | 7.55% | 17015.07% | 12.29% | -7.03% | |
62 Neutral | £9.14B | 7.04 | 12.42% | 6.84% | -3.32% | -31.32% |
Investec Corporate Events
Investec has disclosed details of indirect beneficial on-market acquisitions of its ordinary shares to fulfill obligations under the Investec Limited Share Incentive Plan 2021. The transactions involved acquiring a total of 388,856 shares over two days, with a combined value of approximately ZAR 45.4 million. This move reflects Investec’s ongoing commitment to its share incentive plan, potentially impacting its market positioning and stakeholder interests.
Investec has announced transactions involving the sale of ordinary shares by a person discharging managerial responsibilities, Lyndon Subroyen, in both Investec plc and Investec Limited. The transactions were conducted on the London and Johannesburg stock exchanges, with a total value of GBP165,002.64 and ZAR508,742.94 respectively. These transactions are part of the company’s dual-listed structure and are disclosed in compliance with relevant market regulations, reflecting Investec’s commitment to transparency and regulatory adherence.
Investec, a dual-listed company operating in both South Africa and the UK, has disclosed transactions involving its directors and persons discharging managerial responsibilities (PDMRs) in compliance with regulatory requirements. The transactions involved the sale of ordinary shares by several PDMRs, including Mark Currie, Lesley Anne Gatter, Joubert Hay, and the company secretary David Miller, following the release of forfeitable shares. These transactions were conducted on the Johannesburg and London markets, reflecting Investec’s adherence to transparency and regulatory compliance, potentially impacting stakeholder perceptions and market positioning.
Investec has announced transactions involving its ordinary shares, notifying both the London and Johannesburg Stock Exchanges. These transactions include on-market sales and off-market take-ups by persons discharging managerial responsibilities (PDMRs) and other associated persons. The transactions are part of compliance with regulatory requirements, ensuring transparency and adherence to market rules. The disclosure of these transactions highlights Investec’s commitment to regulatory compliance and provides insights into the trading activities of its key personnel.
Investec has announced a transaction involving the sale of ordinary shares by a person discharging managerial responsibilities, Marle van der Walt, in compliance with regulatory requirements. The transaction involved the sale of 12,926 shares at a price of ZAR116.04 each, amounting to a total value of ZAR1,499,993.79, and was conducted on the Johannesburg Stock Exchange.
Investec Group has released its pre-close trading update for the fiscal year ending March 31, 2025, highlighting a challenging yet progressive year. The Group expects a pre-provision adjusted operating profit increase of up to 12% compared to the previous year, driven by strategic client acquisition and strong balance sheet management. Despite a challenging operating environment, revenue growth was supported by diversified business operations and strong client franchises. The Group’s cost-to-income ratio is expected to improve, and credit loss ratios are anticipated to remain within acceptable ranges, reflecting strong credit quality. The Southern African business is projected to outperform the prior year, while the UK business shows mixed results due to specific impairments. Overall, Investec maintains robust capital and liquidity levels, positioning it well to support clients and execute strategic priorities.
Investec has announced the acquisition of 400,000 ordinary shares to fulfill obligations under its Share Incentive Plan 2021. These transactions, conducted on 7 and 10 March 2025, were made at prices of ZAR118.6209 and ZAR117.1708 per share, respectively, with a total value of over ZAR47 million. This move reflects Investec’s commitment to its incentive plan participants and could have implications for its market positioning and shareholder value.
Investec has disclosed details of indirect beneficial on-market acquisitions of its ordinary shares to satisfy obligations under the Investec Limited Share Incentive Plan 2021. The transactions involved acquiring a total of 521,140 shares over three days, with a combined value of approximately ZAR63 million. These acquisitions are part of regulatory compliance with the JSE Listings Requirements and demonstrate Investec’s commitment to fulfilling its share incentive plan obligations.
Investec has released its Pillar III quarterly disclosures as of December 31, 2024, highlighting its capital adequacy and leverage ratios. The company reports strong capital and leverage metrics across its groups, with a Common Equity Tier 1 ratio of 12.3% for Investec plc and 14.8% for Investec Limited. The liquidity coverage ratio (LCR) and net stable funding ratio (NSFR) are also robust, indicating the company’s resilience in liquidity risk management. These disclosures underscore Investec’s commitment to maintaining financial stability and regulatory compliance, which is crucial for its stakeholders.
Investec has disclosed details of indirect beneficial on-market acquisitions of its ordinary shares as part of its Share Incentive Plan 2021. The transactions, conducted over three days in February 2025, involved the acquisition of a total of 357,657 shares valued at approximately ZAR 44.3 million. These acquisitions are intended to fulfill the Plan’s obligations to its participants, reflecting Investec’s ongoing commitment to shareholder engagement and regulatory compliance.
Investec has announced a change in its major holdings, with the Public Investment Corporation SOC Limited reducing its voting rights from 15.074% to 14.922%. This adjustment reflects a slight decrease in the corporation’s influence within Investec, potentially impacting shareholder dynamics and voting outcomes.
Investec has disclosed details of indirect beneficial on-market acquisitions of its ordinary shares as part of the Investec Limited Share Incentive Plan 2021. The transactions, which occurred between February 19 and February 21, 2025, involved the acquisition of a total of 433,569 shares at varying prices, with a total value exceeding ZAR54 million. These acquisitions are in compliance with the JSE Listings Requirements, and prior clearance to deal in these shares was obtained.
Investec has announced the publication of the Final Terms related to its issuance of EUR500 million fixed-rate resettable senior notes due in 2031 under its Euro Medium Term Note Programme. These notes have been admitted to the Official List of the Financial Conduct Authority and will begin trading on the London Stock Exchange’s main market on February 19, 2025. This issuance marks a significant step in Investec’s strategy to secure long-term financing and enhance its market positioning in the financial services sector.
Investec has disclosed recent transactions under its 2021 Share Incentive Plan, involving the acquisition of 600,000 ordinary shares of Investec Limited over three days in February 2025. The total value of the shares acquired amounts to over ZAR74 million. This move is part of a compliance measure with the JSE Listings Requirements and is aimed at meeting the Plan’s obligations to its participants, showcasing Investec’s ongoing commitment to transparency and regulatory adherence.
Investec has announced recent dealings in securities related to its Investec Limited Share Incentive Plan 2021. Over a series of transactions in February 2025, the company acquired a total of 600,000 ordinary shares to fulfill the Plan’s obligations, with a combined transaction value of approximately ZAR72 million. This move highlights Investec’s ongoing commitment to incentivize its stakeholders, potentially impacting its market position by aligning with shareholder interests.