POLN LSE Week ended 07 Aug 2026

Weekly Investor Report

Pollen Street Group Limited · Financial Services · Asset Management

Latest close 842.0 GBP
-1.9% latest week
Weekly setup

Weak trend

The weekly trend is not active. Price is -0.4% below the Trend Line and sits at 54.0% of its 52-week range. The latest completed week returned -1.9%, after a -1.3% 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 52/100.

Setup score 47 out of 100
Latest Close 842.0 GBP 7 Aug 2026
1W Return -1.9% latest completed week
4W Return -1.3% short-term follow-through
12W Return 1.3% quarterly tape
Trend Breadth 53.8% 28 of 52 weeks active
Volume Ratio 2.7x vs 13-week average
What is working
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
  • Volume is elevated versus the 13-week average, confirming attention.
What could go wrong
  • 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.
  • Activity pressure is weak, so confirmation is not yet broad enough.
  • Latest weekly return ranks in the weaker part of its sector group.
What to watch next
  • 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.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is -0.4% below the Trend Line and sits at 54.0% of its 52-week range. The latest completed week returned -1.9%, after a -1.3% four-week move.

Study the full chart

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 2.7x 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 0.1212-week average 0.10

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.12Current 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 -1.3% over four weeks, 1.3% over 12 weeks, and 0.5% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W-1.9%
4W-1.3%
12W1.3%
26W-7.8%
52W0.5%
Active trend streak0 weeks
Active weeks in one year28
Trend breadth53.8%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.21Latest activity-pressure read.
Pressure change-35.6%Four-week change in activity pressure.
Leadership-11.00Latest relative-leadership reading.
RS change-49.0%Four-week change in relative leadership.
04 · Fundamentals and valuation

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.

Open full factor analysis
Factor week 09 Aug 2026 Financial statements through 31 Dec 2025 Field coverage 70% Model confidence 56%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength53/100Blend of value, momentum, and quality. Underlying universe rank 48; rank 1 is best.
Value86/100Relative valuation strength. Underlying universe rank 15; rank 1 is best.
Quality18/100Profitability and accounting quality. Underlying universe rank 83; rank 1 is best.
Momentum16/100Medium-term price momentum. Underlying universe rank 85; rank 1 is best.
Growth89/100Revenue and earnings growth. Underlying universe rank 12; rank 1 is best.
How to read this

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
8.8x
Price divided by trailing earnings.
Price / sales
4.2x
Market value relative to trailing revenue.
EV / EBITDA
-
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
6.8%
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
39.4%
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
16.1%
Latest one-year revenue growth.
EPS growth
15.6%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-44.7%
Latest one-year free-cash-flow growth.
Piotroski F-score
5/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
6.9%
Cash dividends relative to market value.
Buyback yield
1.3%
Net share repurchases relative to market value.
Shareholder yield
8.2%
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 sentiment52/100

Weighted news tone is neutral across 8 relevant articles.

1 positive · 7 neutral · 0 negative
Patient 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-13.3%Distance below the 52-week high.
13-week volatility2.8%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher9 of 2617 weeks finished lower.
Best week+13.3%Week of 27 Mar.
Worst week-9.0%Week of 27 Feb.
Latest week-1.9%Week of 7 Aug.

Shape of recent returns

Strong gains4
Modest gains5
Flat weeks0
Modest losses15
Sharp losses2
Recent vol2.8%13-week weekly-return volatility.
Base vol3.5%52-week weekly-return volatility.
Up/down split23/28Count of positive and negative weeks in the 52-week window.
Average skew2.9% / -2.3%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.

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.

WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
7 Aug 2026842.0 GBP-1.9%845.0 GBP747.1 GBP0.21-11.00756.5KOff
31 Jul 2026858.0 GBP1.8%847.9 GBP745.6 GBP0.17-9.33261.8KOff
24 Jul 2026843.0 GBP-1.5%850.8 GBP744.1 GBP0.21-10.11117.3KOff
17 Jul 2026856.0 GBP0.4%854.0 GBP742.6 GBP0.31-7.74195.7KOff
10 Jul 2026853.0 GBP-3.1%856.4 GBP741.1 GBP0.32-7.38125.6KOff
3 Jul 2026880.0 GBP6.7%858.9 GBP739.5 GBP0.38-6.2228.5KOff
26 Jun 2026825.0 GBP-1.6%861.3 GBP737.9 GBP0.29-10.7771.8KOff
19 Jun 2026838.0 GBP-3.3%865.9 GBP736.4 GBP0.31-8.3393.3KOff
12 Jun 2026867.0 GBP2.7%868.1 GBP735.1 GBP0.32-6.3032.8KOff
5 Jun 2026844.0 GBP-1.6%868.9 GBP733.7 GBP0.26-7.9715.9KOff
29 May 2026858.0 GBP3.4%870.3 GBP732.6 GBP0.19-6.95318.7KOff
22 May 2026830.0 GBP-0.1%871.2 GBP731.5 GBP0.09-10.56855.3KOff
15 May 2026831.0 GBP-1.7%872.6 GBP730.6 GBP-0.05-8.26724.2KOff
8 May 2026845.0 GBP-1.2%873.7 GBP729.7 GBP-0.17-7.27306.7KOff
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.

Evidence context