- Price is above Fair Value, showing premium demand versus the model.
IPOK
GER
Week ended 07 Aug 2026
Weekly Investor Report
Heidelberger Beteiligungsholding AG · Financial Services · Asset Management
Latest close
136.0 EUR
-4.2%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is -24.1% below the Trend Line and sits at 34.2% of its 52-week range. The latest completed week returned -4.2%, after a 0.0% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth ranks weakly; valuation is expensive relative to peers. The latest news-sentiment score is 50/100.
Setup score
30
out of 100
Latest Close
136.0 EUR
7 Aug 2026
1W Return
-4.2%
latest completed week
4W Return
0.0%
short-term follow-through
12W Return
-30.3%
quarterly tape
Trend Breadth
80.8%
42 of 52 weeks active
Volume Ratio
1.0x
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.
- Activity pressure is negative, which weakens the current setup.
- Next-week expectancy is negative at 18.99% based on similar historical setup states.
- 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
-4.2%
Latest completed week; four-week move 0.0%.
Indicator stack
44/28
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.
Next-Week Expectancy
Negative 18.99%
Historical one-week expectancy contributes to the evidence score when direction is confirmed.
News sentiment
50/100
0 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 -24.1% below the Trend Line and sits at 34.2% of its 52-week range. The latest completed week returned -4.2%, after a 0.0% 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 1.0x the 13-week average. Participation is around or above normal and provides reasonable confirmation.
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 0.2112-week average 0.63
12-week confirmation
Trend active5/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure0/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership6/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.21Current 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 0.0% over four weeks, -30.3% over 12 weeks, and 13.3% 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 year42
Trend breadth80.8%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure-1.32Latest activity-pressure read.
Pressure change15.5%Four-week change in activity pressure.
Leadership-16.48Latest relative-leadership reading.
RS change-40.4%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 is middle-of-the-pack; growth ranks weakly; valuation is expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Dec 2025
Field coverage 88%
Model confidence 70%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength33/100Blend of value, momentum, and quality. Underlying universe rank 68; rank 1 is best.
Value16/100Relative valuation strength. Underlying universe rank 85; rank 1 is best.
Quality80/100Profitability and accounting quality. Underlying universe rank 21; rank 1 is best.
Momentum63/100Medium-term price momentum. Underlying universe rank 38; rank 1 is best.
Growth11/100Revenue and earnings growth. Underlying universe rank 90; 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
- - Price divided by trailing earnings.
- Price / sales
- 23.4x Market value relative to trailing revenue.
- EV / EBITDA
- 35.8x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 8.3% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 92.7% Gross profit retained from each unit of revenue.
- Operating margin
- 72.3% Operating profit retained from revenue.
- Free-cash-flow margin
- 193.4% Free cash flow generated from revenue.
- Return on invested capital
- 12.7% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -72.7% Latest one-year revenue growth.
- EPS growth
- - 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
- 47.0% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 47.0% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -0.0x 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 sentiment50/100
Weighted news tone is neutral across 0 relevant articles.
0 positive · 0 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-43.3%Distance below the 52-week high.
13-week volatility8.5%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 higher9 of 2614 weeks finished lower.
Best week+21.4%Week of 31 Jul.
Worst week-13.0%Week of 3 Jul.
Latest week-4.2%Week of 7 Aug.
Shape of recent returns
Strong gains6
Modest gains3
Flat weeks3
Modest losses5
Sharp losses9
Recent vol8.5%13-week weekly-return volatility.
Base vol8.3%52-week weekly-return volatility.
Up/down split22/24Count of positive and negative weeks in the 52-week window.
Average skew8.0% / -6.1%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.
SectorDE Financial Services
4-week rank62 / 95
Group average1.3%
Trend breadth61.1%
Trend61.1%active weekly trend signals
MD70.5%positive activity pressure
RS41.1%positive relative leadership
Four-week leaders
IndustryDE Asset Management
4-week rank11 / 23
Group average-3.5%
Trend breadth34.8%
Trend34.8%active weekly trend signals
MD43.5%positive activity pressure
RS17.4%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 analysis32/100Latest 12-week confirmation: trend 5/12, activity pressure 0/12, relative leadership 6/12.
Activity pressure 0.21; No reversal markers Next-Week ExpectancyNegative 18.99%Next-week expectancy is negative with a 18.99% historical one-week setup read.
Adds short-term historical context without overriding trend, activity, or relative leadership. Factors47/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 67; Small Cap Core rank 78 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment50/100Weighted news tone is neutral across 0 relevant articles.
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 | 136.0 EUR | -4.2% | 179.2 EUR | 97.22 EUR | -1.32 | -16.48 | 144 | Off |
| 31 Jul 2026 | 142.0 EUR | 21.4% | 179.6 EUR | 96.77 EUR | -1.41 | -10.39 | 242 | Off |
| 24 Jul 2026 | 117.0 EUR | -10.7% | 179.3 EUR | 96.29 EUR | -1.53 | -24.46 | 219 | Off |
| 17 Jul 2026 | 131.0 EUR | -3.7% | 179.8 EUR | 95.98 EUR | -1.54 | -14.46 | 267 | Off |
| 10 Jul 2026 | 136.0 EUR | -2.9% | 179.7 EUR | 95.58 EUR | -1.56 | -11.74 | 69 | Off |
| 3 Jul 2026 | 140.0 EUR | -13.0% | 179.4 EUR | 95.14 EUR | -1.52 | -11.31 | 156 | Off |
| 26 Jun 2026 | 161.0 EUR | -5.8% | 179.0 EUR | 94.67 EUR | -1.44 | 7.01 | 35 | Off |
| 19 Jun 2026 | 171.0 EUR | -2.3% | 177.8 EUR | 94.08 EUR | -1.23 | 12.92 | 0 | On |
| 12 Jun 2026 | 175.0 EUR | -4.9% | 175.6 EUR | 93.42 EUR | -0.91 | 17.84 | 1 | On |
| 5 Jun 2026 | 184.0 EUR | -8.9% | 173.4 EUR | 92.75 EUR | -0.72 | 24.49 | 23 | On |
| 29 May 2026 | 202.0 EUR | -3.8% | 171.0 EUR | 92.02 EUR | -0.43 | 36.82 | 173 | On |
| 22 May 2026 | 210.0 EUR | 7.7% | 167.8 EUR | 91.18 EUR | -0.32 | 45.86 | 162 | On |
| 15 May 2026 | 195.0 EUR | -7.1% | 164.3 EUR | 90.28 EUR | -0.22 | 43.29 | 360 | On |
| 8 May 2026 | 210.0 EUR | 1.9% | 161.5 EUR | 89.48 EUR | 0.17 | 54.56 | 127 | 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.