POLAR CAPITAL HLDGS PLC ORD GBP0.025

Symbol: POLR

This security went ex-dividend on 10/07/2025. Pay date is 07/08/2025

Streaming is not available when market closed. Some prices may be as at close of business from the previous working day.

Whilst we endeavour to price investments on a real-time streaming or 15 min delayed basis, some prices may be as at close of business from the previous working day.

Invest in this share within an ISA, JISA, SIPP or Investment Account

Overview

Core Data
Latest Dividend Information

Ex-Dividend Date 10 Jul 2025
Pay Date 7 Aug 2025
Total Dividends - Year to Date46
Dividend Yield (%)9.8186

Historical Data & Ratios

Avg Volume Over 10 Days0.4448
Market Cap (M)495.1458
Price/Earnings (PE)12.8005
Earnings Per Share36.6
Revenue Per Share2.3103
Return on Equity %26.1226

1 Month Performance Chart

One Month Chart

Broker View
Data shown is based on the past 75 days of broker views.

ActionBrokers

Strong Buy2

Buy1

Neutral4

Sell0

Strong Sell0

Brokers 2 1 4 0 0
Consensus

ConsensusBuy

Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.30% per annum (excluding Charles Stanley Multi Asset Funds and anycash held). The min fee is £60, the max is £600 per annum, plus SIPP administration fee (if applicable, only charged if < £30,000 held) – see here
0.30%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included. This does not include any commission credits you may have available
N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs
N/A N/A
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Charts

  • Chart Options

    Select Timeframe Add a sector as a comparator Add an index as a comparator Add a share as a comparator

      Add a moving average as a comparator Add a lower indicator as a comparator Chart Style Current Comparators

      Company

      Business Summary

      Polar Capital Holdings PLC is a specialist, investment-led, fund management company. The Company offers professional and institutional investors a range of geographical and sector investment opportunities. It only has one class of business, which is the provision of investment management and advisory services. It is structured into three main business areas: Fund Management, Operations and Distribution and Client Services. It manages a range of long-only and alternative products, including open-ended UCITS, SICAV, US 40 Act mutual funds as well as closed-ended investment trust companies and segregated mandates. It maintains an operational infrastructure and system of risk and controls which, in collaboration with third-party service providers, support all business areas. Its distribution and client services teams distribute its products in the United Kingdom and internationally to professional and institutional investors through its digital platform with insightful content.

      Financial Summary

      BRIEF: For the fiscal year ended 31 March 2025, Polar Capital Holdings plc revenues increased 14% to £226.1M. Net income decreased 13% to £35.3M. Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. Net income was offset by Operang costs increase of 22% to £146.5M (expense). Dividend per share remained flat at £0.46.

      Financials


      Income Statement - All values are in GBP (M).

      Year Ending

      31/03/2025

      31/03/2024

      31/03/2023

      31/03/2022

      31/03/2021

      31/03/2020

      Total Revenue 226.11 197.59 185.46 225.67 209.81 152.74
      Gross profit 198.33 174.93 164.07 203.03 194.43 141.44
      Operating Profit/Loss 51.65 54.69 45.20 62.09 75.92 50.88
      Profit Before Tax 51.65 54.69 45.20 62.09 75.92 50.88
      Profit After Tax 35.31 40.79 35.61 48.92 62.72 40.19
      Equity Holders of Parent Company 35.31 40.79 35.61 48.92 62.72 40.19
      Minority Interest NIL NIL NIL NIL NIL NIL


      Balance Sheet - All values are in GBP (M).

      Year Ending

      31/03/2025

      31/03/2024

      31/03/2023

      31/03/2022

      31/03/2021

      31/03/2020

      Total Non-Current Assets 10.39 25.02 26.58 24.69 35.89 8.43
      Total Current Assets 209.73 192.60 215.10 228.60 219.84 164.55
      Total Assets 220.13 217.62 241.68 253.29 255.73 172.98
      Total Liabilities 85.68 81.72 98.83 97.04 104.29 56.90
      Total Net Assets 134.44 135.90 142.86 156.25 151.44 116.08
      Shareholders Funds 134.44 135.90 142.86 156.25 151.44 116.08
      Minority Interests NIL NIL NIL NIL NIL NIL
      Total Equity 134.44 135.90 142.86 156.25 151.44 116.08

      Outlook

      Broker View
      Data shown is based on the past 75 days of broker views.

      ActionBrokers

      Strong Buy2

      Buy1

      Neutral4

      Sell0

      Strong Sell0

      Brokers 2 1 4 0 0
      Consensus

      ConsensusBuy

      Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

      © 2022 Refinitiv, an LSEG business. All rights reserved.

      Forecasts

      Year 2026 2027
      Revenue £185.39mn £197.15mn
      Pre-tax-Profit £49.75mn £53.91mn
      EPS £0.39p £0.42p
      EPS Growth -28.46% 7.72%
      P/E 12.4 11.52
      PEG Ratio -0.44 1.49
      Dividend 46.00p 44.94p
      Yield 0.00% 0.00%

      Upgrades & Downgrades (Latest)

      DateBrokerRecommendationPriceOld TargetNew TargetChange
      11th Jul 2025DeutscheReiteration469p0p500pHold
      3rd Sep 2024DeutscheReiteration509p510p570pHold
      4th Jun 2024DeutscheReiteration552p500p535pHold
      11th Apr 2024NumisReiteration540p0p515pAdd

      Time & Sales

      All prices are in GBX and times are in GMT. Last 20 trades shown. Trade type is estimated and should be treated as indicative only.

      Date Time Price Volume Type
      11 Jul 2025 16:35 469 38,132 Buy
      11 Jul 2025 16:29 468.5 98 Sell
      11 Jul 2025 16:29 470 233 Buy
      11 Jul 2025 16:29 470 181 Buy
      11 Jul 2025 16:28 470 179 Buy
      11 Jul 2025 16:27 470 25 Buy
      11 Jul 2025 16:27 470 125 Buy
      11 Jul 2025 16:27 469.5 11 Buy
      11 Jul 2025 16:27 469.5 3 Buy
      11 Jul 2025 16:27 469.5 91 Buy
      11 Jul 2025 16:27 470 35 Buy
      11 Jul 2025 16:27 469.5 216 Buy
      11 Jul 2025 16:27 469 185 Buy
      11 Jul 2025 16:27 469.5 187 Buy
      11 Jul 2025 16:27 469.5 119 Buy
      11 Jul 2025 16:27 469.5 5 Buy
      11 Jul 2025 16:27 469 25 Buy
      11 Jul 2025 16:27 469 22 Buy
      11 Jul 2025 16:27 469 2 Buy
      11 Jul 2025 16:27 469 1 Buy

      Selected data supplied by Thomson Reuters ©  View restrictions.

      VIEW ALL MARKET NEWS

      Investment involves risk. You may get back less than invested.