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Tavistock Investments
(LSE:TAVI)
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Rating:44Neutral
Price Target:
2.00 p
▼(-32.20% Downside)
Action:Reiterated
Date:10/08/26
The score is driven primarily by weak financial performance (losses, declining revenue, and multi-year negative operating/free cash flow) and very poor technical momentum (below all key moving averages with negative MACD). Valuation is only a partial offset due to the higher dividend yield, but the negative P/E reflects loss-making performance.
Positive Factors
Recurring fee-based model
The group’s advice and wealth-management model can generate ongoing servicing and asset-linked fees, supporting recurring client relationships. This revenue structure may provide greater visibility than purely transactional activity and creates scope for durable income if client assets and adviser coverage are maintained.
Negative Factors
Sharp revenue and profit deterioration
The steep revenue decline and swing to a sizable net loss show that recent earnings power is weak and not yet durable. Continued contraction would reduce the resources available for investment, weaken operating leverage and make recovery increasingly dependent on reversing the underlying business trend.
Read all positive and negative factors
Positive Factors
Negative Factors
Recurring fee-based model
The group’s advice and wealth-management model can generate ongoing servicing and asset-linked fees, supporting recurring client relationships. This revenue structure may provide greater visibility than purely transactional activity and creates scope for durable income if client assets and adviser coverage are maintained.
Read all positive factors
Tavistock Investments (TAVI) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£9.04M
Dividend Yield4.88%
Average Volume (3M)679.85K
Price to Earnings (P/E)―
Beta (1Y)0.89
Revenue Growth-28.99%
EPS Growth-227.63%
CountryUK
Employees108
SectorFinancial
Sector Strength70
IndustryFinancial - Capital Markets
Share Statistics
EPS (TTM)-0.02
Shares Outstanding496,855,220
10 Day Avg. Volume1,349,647
30 Day Avg. Volume679,846
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)0.49
Price to Sales (P/S)0.64
P/FCF Ratio-2.72
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Tavistock Investments Business Overview & Revenue Model
Company Description
Tavistock Investments Plc, a company based in the United Kingdom, specializes in offering investment management and comprehensive support solutions to a broad network of financial advisors. For independent financial advisors and financial advice f...
How the Company Makes Money
Tavistock Investments makes money primarily by earning fees from delivering financial advice and related wealth management services through its operating subsidiaries. Key revenue streams typically include (1) ongoing advice/servicing fees charged...
Tavistock Investments Financial Statement Overview
Summary
Income Statement
27
Negative
Balance Sheet
63
Positive
Cash Flow
19
Very Negative
| Breakdown | Mar 2025 | Sep 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 23.17M | 32.63M | 39.49M | 33.95M | 34.00M |
| Gross Profit | 6.56M | 12.75M | 14.49M | 11.24M | 11.95M |
| EBITDA | -7.07M | 475.00K | 1.14M | 307.00K | 362.00K |
| Net Income | -8.55M | 6.70M | -1.27M | -1.40M | 29.64M |
Balance Sheet | |||||
| Total Assets | 43.64M | 54.24M | 55.20M | 60.51M | 60.45M |
| Cash, Cash Equivalents and Short-Term Investments | 9.24M | 7.40M | 4.12M | 9.73M | 15.27M |
| Total Debt | 5.78M | 5.84M | 3.87M | 1.47M | 1.22M |
| Total Liabilities | 13.26M | 15.00M | 14.76M | 18.74M | 16.97M |
| Stockholders Equity | 30.38M | 39.24M | 40.45M | 41.77M | 43.48M |
Cash Flow | |||||
| Free Cash Flow | -5.44M | -5.79M | -3.42M | -2.97M | -239.00K |
| Operating Cash Flow | -5.40M | -5.74M | -2.63M | -1.79M | 1.11M |
| Investing Cash Flow | 9.33M | 7.58M | -5.47M | -3.54M | 15.96M |
| Financing Cash Flow | -2.10M | 1.44M | 2.49M | -206.00K | -6.25M |
Tavistock Investments Technical Analysis
Negative
2.95
Price Trends
2.80
Negative
2.96
Negative
3.26
Negative
Market Momentum
-0.21
Positive
3.44
Positive
31.25
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:TAVI, the sentiment is Negative. The current price of 2.95 is above the 20-day moving average (MA) of 2.56, above the 50-day MA of 2.80, and below the 200-day MA of 3.26, indicating a bearish trend. The MACD of -0.21 indicates Positive momentum. The RSI at 3.44 is Positive, neither overbought nor oversold. The STOCH value of 31.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:TAVI.
Tavistock Investments Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
86 Outperform | £7.98M | 25.96 | 2.71% | 1.67% | ― | ― | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
67 Neutral | £108.50M | 7.40 | 14.26% | 5.27% | 57.11% | ― | |
61 Neutral | £3.58M | 0.93 | 66.17% | 18.75% | ― | ― | |
61 Neutral | £31.13M | 48.53 | 1.45% | 9.70% | 2.19% | -26.09% | |
44 Neutral | £9.04M | -1.06 | -24.21% | 4.88% | -28.99% | -227.63% |
* Financial Sector Average
GB:TAVI
Tavistock Investments
2.05
-2.49
-54.85%
GB:FKE
Fiske plc
67.50
6.06
9.87%
GB:JIM
Jarvis Securities
8.00
-13.50
-62.79%
GB:CAV
finnCap Group plc
8.25
-1.21
-12.78%
GB:PEEL
Peel Hunt Limited
93.00
-9.48
-9.25%
Tavistock Investments Corporate Events
Shareholder Meetings
Tavistock Investments Sets November Date for Annual General Meeting
Neutral
Oct 7, 2026
Tavistock Investments has scheduled its Annual General Meeting for 11:00 a.m. on 5 November 2026 at its Ascot offices in Berkshire. The company has circulated a formal AGM notice to shareholders and made the notice and proxy form available on its ...
Business Operations and StrategyFinancial Disclosures
Tavistock pivots to AI-driven advice model as profits give way to restructuring loss
Negative
Sep 24, 2026
Tavistock Investments reported a sharp swing to an adjusted EBITDA loss of £2.1 million for the year to 31 March 2026, from a £1.8 million profit a year earlier, alongside a fall in gross revenues to £23.2 million and an operating l...
Business Operations and StrategyM&A Transactions
Tavistock buys Plus Group to bolster AI-powered financial advice
Positive
Jul 28, 2026
Tavistock Investments has acquired 87.9% of Plus Group of Companies, a UK provider of AI agent technology and paraplanning services, in a deal with an initial cash payment of £900,000 and further consideration dependent on performance over fo...
Business Operations and StrategyLegal Proceedings
Tavistock Investments and Titan Wealth Settle Confidential Legal Dispute
Positive
Jul 22, 2026
Tavistock Investments Plc and Titan Wealth Services Limited have reached a confidential settlement that resolves all claims and counterclaims arising from ongoing legal proceedings between the two firms, their group companies, affiliates, and dire...
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.