- The trend backdrop is active with a 52-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
POLR
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Polar Capital Holdings Plc · Financial Services · Asset Management
Latest close
862.0 GBP
11.8%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 18.9% above the Trend Line and sits at 82.0% of its 52-week range. The latest completed week returned 11.8%, after a -2.9% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers. The latest news-sentiment score is 55/100.
Setup score
67
out of 100
Latest Close
862.0 GBP
7 Aug 2026
1W Return
11.8%
latest completed week
4W Return
-2.9%
short-term follow-through
12W Return
10.4%
quarterly tape
Trend Breadth
100.0%
52 of 52 weeks active
Volume Ratio
1.6x
vs 13-week average
- 4 reversal markers appear in the recent smart-money tape.
- Recent volatility is running well above the one-year baseline.
- 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
11.8%
Latest completed week; four-week move -2.9%.
Indicator stack
100/55
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
55/100
24 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 active. Price is 18.9% above the Trend Line and sits at 82.0% of its 52-week range. The latest completed week returned 11.8%, after a -2.9% 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 1.6x 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 0.9512-week average 0.95
12-week confirmation
Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership12/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.95Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers44 reversal markers
No recent accumulation markers. 4 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is -2.9% over four weeks, 10.4% over 12 weeks, and 76.0% over one year. The current trend has remained active for 52 consecutive weeks.
Performance by holding period
Active trend streak52 weeks
Active weeks in one year52
Trend breadth100.0%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.53Latest activity-pressure read.
Pressure change-50.1%Four-week change in activity pressure.
Leadership25.79Latest relative-leadership reading.
RS change-33.9%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 strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Mar 2026
Field coverage 91%
Model confidence 85%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength62/100Blend of value, momentum, and quality. Underlying universe rank 39; rank 1 is best.
Value19/100Relative valuation strength. Underlying universe rank 82; rank 1 is best.
Quality94/100Profitability and accounting quality. Underlying universe rank 7; rank 1 is best.
Momentum97/100Medium-term price momentum. Underlying universe rank 4; rank 1 is best.
Growth96/100Revenue and earnings growth. Underlying universe rank 5; 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
- 13.8x Price divided by trailing earnings.
- Price / sales
- 3.1x Market value relative to trailing revenue.
- EV / EBITDA
- 8.4x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 10.9% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 46.7% Gross profit retained from each unit of revenue.
- Operating margin
- 29.1% Operating profit retained from revenue.
- Free-cash-flow margin
- 27.4% Free cash flow generated from revenue.
- Return on invested capital
- 1494.0% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 19.0% Latest one-year revenue growth.
- EPS growth
- 66.6% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 13.4% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 7/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 5.3% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 5.3% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -1.8x 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 sentiment55/100
Weighted news tone is neutral across 24 relevant articles.
8 positive · 16 neutral · 0 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-9.8%Distance below the 52-week high.
13-week volatility7.8%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 higher15 of 2611 weeks finished lower.
Best week+19.3%Week of 3 Jul.
Worst week-12.9%Week of 31 Jul.
Latest week+11.8%Week of 7 Aug.
Shape of recent returns
Strong gains6
Modest gains9
Flat weeks0
Modest losses8
Sharp losses3
Recent vol7.8%13-week weekly-return volatility.
Base vol5.7%52-week weekly-return volatility.
Up/down split30/22Count of positive and negative weeks in the 52-week window.
Average skew4.7% / -3.5%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 rank86 / 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 rank84 / 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 tape71/100
Trend, activity pressure, participation, and risk combine to a 71/100 tape read.
Indicator analysis83/100Latest 12-week confirmation: trend 12/12, activity pressure 12/12, relative leadership 12/12.
Activity pressure 0.95; 4 reversal markers Factors67/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 79; Small Cap Core rank 74 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment55/100Weighted news tone is neutral across 24 relevant articles.
REG - Polar Cap Tech Tst - Holding(s) in Company 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 | 862.0 GBP | 11.8% | 724.7 GBP | 532.4 GBP | 0.53 | 25.79 | 3.2M | On |
| 31 Jul 2026 | 771.0 GBP | -12.9% | 714.4 GBP | 529.9 GBP | 0.88 | 13.73 | 3.3M | On |
| 24 Jul 2026 | 885.0 GBP | 1.1% | 706.5 GBP | 528.1 GBP | 1.28 | 32.94 | 2.5M | On |
| 17 Jul 2026 | 875.0 GBP | -1.5% | 694.5 GBP | 525.5 GBP | 1.17 | 34.38 | 4.1M | On |
| 10 Jul 2026 | 888.0 GBP | -5.2% | 682.7 GBP | 522.9 GBP | 1.05 | 38.99 | 2.9M | On |
| 3 Jul 2026 | 937.2 GBP | 19.3% | 670.2 GBP | 520.2 GBP | 0.98 | 45.67 | 602.3K | On |
| 26 Jun 2026 | 785.6 GBP | -3.9% | 657.0 GBP | 517.2 GBP | 0.88 | 25.40 | 344.2K | On |
| 19 Jun 2026 | 817.5 GBP | -1.3% | 648.9 GBP | 515.5 GBP | 1.19 | 33.28 | 169.7K | On |
| 12 Jun 2026 | 828.1 GBP | 3.5% | 638.9 GBP | 513.4 GBP | 1.45 | 34.88 | 652.7K | On |
| 5 Jun 2026 | 800.1 GBP | -4.7% | 629.6 GBP | 511.6 GBP | 1.64 | 32.93 | 387.7K | On |
| 29 May 2026 | 840.0 GBP | 5.7% | 621.9 GBP | 509.9 GBP | 1.89 | 40.27 | 2.0M | On |
| 22 May 2026 | 795.0 GBP | 1.8% | 613.0 GBP | 507.8 GBP | 1.61 | 33.48 | 3.2M | On |
| 15 May 2026 | 781.0 GBP | 4.0% | 604.9 GBP | 506.1 GBP | 1.29 | 35.94 | 2.5M | On |
| 8 May 2026 | 751.0 GBP | 9.0% | 596.8 GBP | 504.2 GBP | 1.20 | 31.55 | 2.3M | On |
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.