LMP LSE Week ended 31 Jul 2026

Weekly Investor Report

LondonMetric Property Plc · Real Estate · Reit - Industrial

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Latest close 196.2 GBP
0.6% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 1.3% above the Trend Line and sits at 51.3% of its 52-week range. The latest completed week returned 0.6%, after a 3.8% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is expensive relative to peers. The latest news-sentiment score is 50/100.

Setup score 46 out of 100
Latest Close 196.2 GBP 31 Jul 2026
1W Return 0.6% latest completed week
4W Return 3.8% short-term follow-through
12W Return 3.9% quarterly tape
Trend Breadth 23.1% 12 of 52 weeks active
Volume Ratio 1.2x vs 13-week average
What is working
  • 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.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Next-week expectancy is negative at 44.91% based on similar historical setup states.
  • Activity pressure is weak, so confirmation is not yet broad enough.
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.
Price follow-through 0.6% Latest completed week; four-week move 3.8%. Indicator stack 13/81 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 44.91% Historical one-week expectancy contributes to the evidence score when direction is confirmed. News sentiment 50/100 18 relevant articles in the latest sentiment read.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 1.3% above the Trend Line and sits at 51.3% of its 52-week range. The latest completed week returned 0.6%, after a 3.8% 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 1.2x 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
6 Feb 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
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 0.2712-week average 0.19

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure3/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.27Current 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 3.8% over four weeks, 3.9% over 12 weeks, and 4.0% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W0.6%
4W3.8%
12W3.9%
26W-1.8%
52W4.0%
Active trend streak0 weeks
Active weeks in one year12
Trend breadth23.1%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.63Latest activity-pressure read.
Pressure change245.7%Four-week change in activity pressure.
Leadership-5.15Latest relative-leadership reading.
RS change36.6%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 weakly; valuation is expensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 91% Model confidence 87%

Relative factor standing

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

Overall factor strength4/100Blend of value, momentum, and quality. Underlying universe rank 97; rank 1 is best.
Value11/100Relative valuation strength. Underlying universe rank 90; rank 1 is best.
Quality12/100Profitability and accounting quality. Underlying universe rank 89; rank 1 is best.
Momentum17/100Medium-term price momentum. Underlying universe rank 84; rank 1 is best.
Growth18/100Revenue and earnings growth. Underlying universe rank 83; 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
15.4x
Price divided by trailing earnings.
Price / sales
9.8x
Market value relative to trailing revenue.
EV / EBITDA
17.3x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
4.5%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
98.6%
Gross profit retained from each unit of revenue.
Operating margin
92.1%
Operating profit retained from revenue.
Free-cash-flow margin
72.5%
Free cash flow generated from revenue.
Return on invested capital
4.2%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
17.1%
Latest one-year revenue growth.
EPS growth
-25.8%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
18.7%
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
6.4%
Cash dividends relative to market value.
Buyback yield
0.1%
Net share repurchases relative to market value.
Shareholder yield
6.5%
Dividend yield plus net buyback yield.
Net debt / EBITDA
6.7x
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 18 relevant articles.

1 positive · 16 neutral · 1 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-9.2%Distance below the 52-week high.
13-week volatility2.6%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 higher14 of 2612 weeks finished lower.
Best week+5.9%Week of 13 Feb.
Worst week-5.7%Week of 6 Mar.
Latest week+0.6%Week of 31 Jul.

Shape of recent returns

Strong gains3
Modest gains11
Flat weeks0
Modest losses9
Sharp losses3
Recent vol2.6%13-week weekly-return volatility.
Base vol2.8%52-week weekly-return volatility.
Up/down split27/24Count of positive and negative weeks in the 52-week window.
Average skew2.3% / -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.

Weekly tape42/100

Trend, activity pressure, participation, and risk combine to a 42/100 tape read.

 Indicator analysis19/100

Latest 12-week confirmation: trend 0/12, activity pressure 3/12, relative leadership 0/12.

Activity pressure 0.27; No reversal markers Next-Week ExpectancyNegative 44.91%

Next-week expectancy is negative with a 44.91% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors10/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 43 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Sentiment50/100

Weighted news tone is neutral across 18 relevant articles.

LondonMetric (LMP) and SREIT Launch Recommended All-Share Bid for Picton Property Income Valued at £404 Million Insiders50/100

No recent insider transaction evidence is stored.

 Earnings50/100

No stored earnings event is currently attached to this ticker.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 2026196.2 GBP0.6%193.6 GBP190.3 GBP0.63-5.1528.0MOff
24 Jul 2026195.1 GBP1.0%193.4 GBP190.2 GBP0.54-4.7935.8MOff
17 Jul 2026193.1 GBP2.3%193.1 GBP190.1 GBP0.27-4.8526.4MOff
10 Jul 2026188.8 GBP-0.2%192.8 GBP190.1 GBP-0.08-6.3634.0MOff
3 Jul 2026189.1 GBP-1.3%192.6 GBP190.0 GBP-0.43-8.1332.9MOff
26 Jun 2026191.6 GBP4.8%192.5 GBP189.8 GBP-0.87-5.846.1MOff
19 Jun 2026182.9 GBP-1.5%192.4 GBP189.7 GBP-1.02-9.3217.6MOff
12 Jun 2026185.6 GBP3.0%192.4 GBP189.5 GBP-1.02-9.417.3MOff
5 Jun 2026180.2 GBP-5.0%192.6 GBP189.5 GBP-1.01-11.597.6MOff
29 May 2026189.7 GBP1.6%193.1 GBP189.5 GBP-0.89-7.7624.0MOff
22 May 2026186.8 GBP2.5%193.1 GBP189.5 GBP-0.89-10.0731.1MOff
15 May 2026182.2 GBP-3.5%193.5 GBP189.4 GBP-0.90-10.3730.0MOff
8 May 2026188.8 GBP-0.7%193.7 GBP189.4 GBP-0.82-7.8727.7MOff
1 May 2026190.2 GBP-0.5%193.4 GBP189.4 GBP-0.83-8.7126.9MOff
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.