- Volume is elevated versus the 13-week average, confirming attention.
PSH
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Pershing Square Holdings, Ltd. · Financial Services · Asset Management
Latest close
3,912 GBP
2.7%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is -4.6% below the Trend Line and sits at 18.6% of its 52-week range. The latest completed week returned 2.7%, after a 0.6% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks strongly; valuation is inexpensive relative to peers. The latest news-sentiment score is 51/100.
Setup score
35
out of 100
Latest Close
3,912 GBP
7 Aug 2026
1W Return
2.7%
latest completed week
4W Return
0.6%
short-term follow-through
12W Return
-3.4%
quarterly tape
Trend Breadth
46.2%
24 of 52 weeks active
Volume Ratio
1.5x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Price is below the Trend Line, which keeps downside pressure in focus.
- Price is below Fair Value, so the market is still discounting the latest tape.
- Activity pressure is negative, which weakens the current setup.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
2.7%
Latest completed week; four-week move 0.6%.
Indicator stack
25/35
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
51/100
28 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is not active. Price is -4.6% below the Trend Line and sits at 18.6% of its 52-week range. The latest completed week returned 2.7%, after a 0.6% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.5x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.0412-week average 0.04
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure1/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.04Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers
No recent accumulation markers. No reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.6% over four weeks, -3.4% over 12 weeks, and -2.5% over one year. The current trend has remained active for 0 consecutive weeks.
Performance by holding period
Active trend streak0 weeks
Active weeks in one year24
Trend breadth46.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-0.66Latest activity-pressure read.
Pressure change-39.2%Four-week change in activity pressure.
Leadership-17.31Latest relative-leadership reading.
RS change-7.1%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks strongly; valuation is inexpensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Dec 2025
Field coverage 67%
Model confidence 53%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength50/100Blend of value, momentum, and quality. Underlying universe rank 51; rank 1 is best.
Value88/100Relative valuation strength. Underlying universe rank 13; rank 1 is best.
Quality9/100Profitability and accounting quality. Underlying universe rank 92; rank 1 is best.
Momentum14/100Medium-term price momentum. Underlying universe rank 87; rank 1 is best.
Growth98/100Revenue and earnings growth. Underlying universe rank 3; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 2.7x Price divided by trailing earnings.
- Price / sales
- 2.7x Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- -0.3% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- - Gross profit retained from each unit of revenue.
- Operating margin
- - Operating profit retained from revenue.
- Free-cash-flow margin
- -1.2% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 113.7% Latest one-year revenue growth.
- EPS growth
- 123.2% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- - Latest one-year free-cash-flow growth.
- Piotroski F-score
- 4/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 1.3% Cash dividends relative to market value.
- Buyback yield
- 5.4% Net share repurchases relative to market value.
- Shareholder yield
- 6.7% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- - Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment51/100
Weighted news tone is neutral across 28 relevant articles.
2 positive · 25 neutral · 1 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-23.2%Distance below the 52-week high.
13-week volatility2.4%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher12 of 2613 weeks finished lower.
Best week+6.1%Week of 17 Apr.
Worst week-8.2%Week of 6 Mar.
Latest week+2.7%Week of 7 Aug.
Shape of recent returns
Strong gains3
Modest gains9
Flat weeks1
Modest losses9
Sharp losses4
Recent vol2.4%13-week weekly-return volatility.
Base vol3.1%52-week weekly-return volatility.
Up/down split26/25Count of positive and negative weeks in the 52-week window.
Average skew2.4% / -2.5%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorGB Financial Services
4-week rank60 / 100
Group average2.1%
Trend breadth60.0%
Trend60.0%active weekly trend signals
MD68.0%positive activity pressure
RS53.0%positive relative leadership
Four-week leaders
IndustryGB Asset Management
4-week rank53 / 100
Group average1.2%
Trend breadth46.0%
Trend46.0%active weekly trend signals
MD62.0%positive activity pressure
RS37.0%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape32/100
Trend, activity pressure, participation, and risk combine to a 32/100 tape read.
Indicator analysis11/100Latest 12-week confirmation: trend 0/12, activity pressure 1/12, relative leadership 0/12.
Activity pressure 0.04; No reversal markers Factors39/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 11 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment51/100Weighted news tone is neutral across 28 relevant articles.
Pershing Square Holdings, Ltd. Announces Transactions in Own Shares and Weekly Summary of Transactions in Own Shares - 29 July 2026 Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 3,912 GBP | 2.7% | 4,102 GBP | 3,933 GBP | -0.66 | -17.31 | 919.3K | Off |
| 31 Jul 2026 | 3,808 GBP | 2.5% | 4,127 GBP | 3,927 GBP | -0.72 | -19.56 | 872.5K | Off |
| 24 Jul 2026 | 3,714 GBP | -2.6% | 4,161 GBP | 3,922 GBP | -0.66 | -20.95 | 1.0M | Off |
| 17 Jul 2026 | 3,814 GBP | -2.0% | 4,201 GBP | 3,917 GBP | -0.55 | -18.21 | 706.2K | Off |
| 10 Jul 2026 | 3,890 GBP | 3.0% | 4,237 GBP | 3,912 GBP | -0.48 | -16.16 | 801.4K | Off |
| 3 Jul 2026 | 3,776 GBP | 0.3% | 4,272 GBP | 3,906 GBP | -0.55 | -20.33 | 124.2K | Off |
| 26 Jun 2026 | 3,766 GBP | -2.8% | 4,313 GBP | 3,900 GBP | -0.49 | -19.65 | 170.2K | Off |
| 19 Jun 2026 | 3,876 GBP | 1.5% | 4,351 GBP | 3,894 GBP | -0.30 | -16.46 | 335.6K | Off |
| 12 Jun 2026 | 3,820 GBP | -4.4% | 4,378 GBP | 3,886 GBP | -0.19 | -18.74 | 205.2K | Off |
| 5 Jun 2026 | 3,994 GBP | -3.1% | 4,405 GBP | 3,880 GBP | -0.01 | -14.46 | 169.9K | Off |
| 29 May 2026 | 4,120 GBP | 0.5% | 4,426 GBP | 3,872 GBP | 0.06 | -12.31 | 779.2K | Off |
| 22 May 2026 | 4,098 GBP | 1.2% | 4,449 GBP | 3,863 GBP | -0.10 | -13.43 | 676.0K | Off |
| 15 May 2026 | 4,050 GBP | -2.3% | 4,471 GBP | 3,855 GBP | -0.23 | -12.35 | 1.0M | Off |
| 8 May 2026 | 4,144 GBP | 0.0% | 4,488 GBP | 3,847 GBP | -0.24 | -10.80 | 802.8K | Off |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.