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Pollen Street Group Limited
(LSE:POLN)
Select Model
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Rating:73Outperform
Price Target:
1,022.00 p
â–²(13.68% Upside)
Action:Reiterated
Date:09/24/26
The score is driven primarily by strong financial profitability and an improving leverage profile, supported by an attractive valuation (low P/E and high dividend yield). Technical signals are mixed—price strength above key moving averages is tempered by negative MACD and a high RSI—keeping the overall score in the low-70s rather than higher.
Positive Factors
High Profitability
Very high operating and net margins indicate that Pollen Street converts investment-management revenue into substantial profit. This profitability can support reinvestment, distributions, and resilience across the next several quarters, provided the underlying fee and performance income remains durable.
Negative Factors
Choppy Revenue Trend
Recent revenue weakness and an uneven top-line pattern reduce confidence in near-term growth visibility. For an asset manager, inconsistent revenue can affect fee earnings and operating leverage, making it harder to sustain the current profit profile through the next two to six months.
Read all positive and negative factors
Positive Factors
Negative Factors
High Profitability
Very high operating and net margins indicate that Pollen Street converts investment-management revenue into substantial profit. This profitability can support reinvestment, distributions, and resilience across the next several quarters, provided the underlying fee and performance income remains durable.
Read all positive factors
Pollen Street Group Limited (POLN) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£547.14M
Dividend Yield6.42%
Average Volume (3M)178.88K
Price to Earnings (P/E)11.4
Beta (1Y)0.58
Revenue Growth-5.11%
EPS Growth-7.96%
CountryUK
Employees99
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.81
Shares Outstanding59,023,186
10 Day Avg. Volume163,683
30 Day Avg. Volume178,880
Financial Highlights & Ratios
PEG Ratio0.53
Price to Book (P/B)0.95
Price to Sales (P/S)5.42
P/FCF Ratio12.57
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,320.00Price Target Upside46.83% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.82
Revenue Forecast (FY)£136.12M
Pollen Street Group Limited Business Overview & Revenue Model
Company Description
Headquartered in London, Greater London, United Kingdom, Pollen Street PLC commenced operations in 2015....
How the Company Makes Money
Pollen Street Group Limited makes money primarily through asset management economics earned for managing capital on behalf of its investors and related investment vehicles. Key revenue streams typically include (1) management fees charged as a per...
Pollen Street Group Limited Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
74
Positive
Cash Flow
71
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 101.29M | 104.94M | 102.09M | 103.16M | 59.78M | 56.48M |
| Gross Profit | 95.09M | 99.33M | 102.09M | 102.19M | 59.29M | 46.77M |
| EBITDA | 71.02M | 80.87M | -5.00K | 59.74M | 41.59M | 43.18M |
| Net Income | 48.52M | 56.57M | 49.60M | 40.41M | 26.36M | 30.32M |
Balance Sheet | ||||||
| Total Assets | 820.06M | 851.54M | 812.34M | 823.68M | 868.83M | 634.27M |
| Cash, Cash Equivalents and Short-Term Investments | 14.73M | 11.90M | 11.20M | 19.75M | 23.30M | 12.95M |
| Total Debt | 193.80M | 203.52M | 193.40M | 214.92M | 268.90M | 267.66M |
| Total Liabilities | 228.92M | 254.53M | 232.98M | 237.85M | 291.29M | 274.92M |
| Stockholders Equity | 591.13M | 597.01M | 579.36M | 585.83M | 577.54M | 359.34M |
Cash Flow | ||||||
| Free Cash Flow | 37.31M | 45.23M | 84.41M | 102.69M | 68.14M | 7.57M |
| Operating Cash Flow | 37.91M | 45.80M | 84.57M | 102.82M | 68.41M | 7.57M |
| Investing Cash Flow | 30.67M | -14.79M | -156.00K | -137.00K | -9.84M | -21.58M |
| Financing Cash Flow | -60.56M | -30.30M | -92.96M | -106.24M | -48.22M | -35.58M |
Pollen Street Group Limited Technical Analysis
Positive
899.00
Price Trends
856.51
Positive
840.17
Positive
820.67
Positive
Market Momentum
16.90
Negative
64.15
Neutral
76.82
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:POLN, the sentiment is Positive. The current price of 899 is below the 20-day moving average (MA) of 900.75, above the 50-day MA of 856.51, and above the 200-day MA of 820.67, indicating a bullish trend. The MACD of 16.90 indicates Negative momentum. The RSI at 64.15 is Neutral, neither overbought nor oversold. The STOCH value of 76.82 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:POLN.
Pollen Street Group Limited Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
80 Outperform | £689.52M | 11.92 | 42.37% | 6.33% | 18.94% | 66.50% | |
74 Outperform | £506.47M | 12.09 | 46.72% | 5.90% | 7.26% | 30.92% | |
73 Outperform | £547.14M | 11.44 | 8.17% | 6.42% | -5.11% | -7.96% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | £5.13B | 10.74 | 18.00% | 4.85% | 6.46% | 6.47% | |
58 Neutral | £7.44B | -67.74 | -3.86% | 6.60% | 67.89% | -87.40% |
* Financial Sector Average
GB:POLN
Pollen Street Group Limited
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Pollen Street Group Limited Corporate Events
Business Operations and StrategyDelistings and Listing ChangesRegulatory Filings and Compliance
Pollen Street launches strategic review and explores potential take-private
Neutral
Sep 23, 2026
Pollen Street Group Limited, a specialist alternative asset manager, continues to build fundraising momentum across its private credit and private equity strategies, supporting ongoing growth in assets under management. The firm positions itself a...
Business Operations and StrategyDividends
Pollen Street Group Declares Interim 2026 Dividend and Updates Payment Options
Positive
Sep 15, 2026
Pollen Street Group Limited has declared an interim dividend of 28.5 pence per ordinary share for the six‑month period ended 30 June 2026, payable on 23 October 2026 to shareholders on the register as of 25 September 2026. The ex‑divid...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Pollen Street lifts AuM 39% and dividend as credit fundraising surges
Positive
Sep 15, 2026
Pollen Street Group reported strong first-half 2026 growth in its Asset Manager, with total assets under management rising 39% year-on-year to £8.5 billion and fee-paying AuM up 18% to £5.5 billion on the back of robust fundraising. The ...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Pollen Street Group Updates Share Buyback and Voting Rights After Treasury Purchase
Neutral
Sep 9, 2026
Pollen Street Group Limited has continued to execute its previously announced share buyback programme, repurchasing 77,945 ordinary shares at a volume-weighted average price of 830 pence on 3 September 2026 through Investec Bank on the London Stoc...
Regulatory Filings and Compliance
Pollen Street Group Updates Share Capital and Voting Rights
Neutral
Sep 1, 2026
Pollen Street Group Limited has reported that, as of 31 August 2026, it has 59,101,129 ordinary shares of 1 pence each in circulation, carrying one vote per share and providing a total of 59,101,129 voting rights. The company also holds 5,108,468 ...
Executive/Board ChangesRegulatory Filings and Compliance
Pollen Street Discloses CFO Share Incentive Plan Transaction
Positive
Aug 26, 2026
Pollen Street Group Limited has reported a transaction under its HMRC‑approved Share Incentive Plan involving Chief Financial Officer Crispin Goldsmith. Under the plan, 17 partnership shares were acquired on his behalf at £8.77599 per s...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Pollen Street updates voting rights after latest share buyback
Neutral
Aug 26, 2026
Pollen Street Group Limited has repurchased 150,000 ordinary shares of 1 pence each on the London Stock Exchange between 18 and 24 August 2026 as part of its previously announced share buyback programme. The shares were bought at a volume-weighted...
Regulatory Filings and Compliance
Pollen Street Confirms No Change in PDMR Ownership After Internal Share Transfer
Positive
Aug 3, 2026
Pollen Street Group Limited disclosed that PDMR Michael England transferred 3,316,380 ordinary shares between brokerage accounts for no consideration. The company stressed that the transaction did not alter the beneficial ownership of the shares, ...
Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Pollen Street CFO Adds Shares Under HMRC‑Approved Incentive Plan
Neutral
Jul 29, 2026
Pollen Street Group Limited has disclosed a transaction under its HMRC‑approved Share Incentive Plan involving Chief Financial Officer Crispin Goldsmith. Under the all‑employee scheme, staff acquire partnership shares via salary deduct...
Regulatory Filings and Compliance
Pollen Street Reports Internal Transfer of PDMR Shareholding
Neutral
Jul 9, 2026
Pollen Street Group Limited disclosed that Michael England, a person discharging managerial responsibilities, transferred 52,941 ordinary shares between brokerage accounts for no consideration. The company noted that there was no change in the ben...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Pollen Street Group Updates Market on Latest Share Buyback and Voting Rights
Positive
Jul 8, 2026
Pollen Street Group Limited has continued its previously announced share buyback programme, repurchasing 110,000 ordinary shares of 1 pence each on 30 June 2026 on the London Stock Exchange at a volume-weighted average price of 830 pence. The comp...
Regulatory Filings and Compliance
Pollen Street Group Updates Market on Total Voting Rights
Neutral
Jul 1, 2026
Pollen Street Group Limited has updated the market on its total voting rights as of 30 June 2026, reporting 59,251,129 ordinary shares in circulation, each carrying one voting right, and 4,958,468 shares held in treasury with no voting rights. The...
Stock BuybackRegulatory Filings and Compliance
Pollen Street Updates Market on Latest Share Buybacks and Voting Rights
Positive
Jul 1, 2026
Pollen Street Group has continued its share buyback programme, repurchasing ordinary shares between 23 and 25 June 2026 via Investec Bank at volume-weighted average prices in the mid-820 pence range. The purchased shares will be held in treasury, ...
Business Operations and StrategyRegulatory Filings and Compliance
Pollen Street CFO acquires shares under employee incentive scheme
Neutral
Jun 29, 2026
Pollen Street Group Limited disclosed that its Chief Financial Officer, Crispin Goldsmith, acquired ordinary shares under the company’s all-employee Share Incentive Plan. The plan, approved by HM Revenue Customs, allows staff to buy shares ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.