- 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.
- Volume is elevated versus the 13-week average, confirming attention.
SHC
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Shaftesbury Capital PLC · Real Estate · Reit - Retail
Latest close
145.0 GBP
0.8%
latest week
Weekly setup
Mixed setup
The weekly trend is not active. Price is 4.5% above the Trend Line and sits at 54.0% of its 52-week range. The latest completed week returned 0.8%, after a 3.3% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks strongly; valuation is expensive relative to peers. The latest news-sentiment score is 51/100.
Setup score
50
out of 100
Latest Close
145.0 GBP
7 Aug 2026
1W Return
0.8%
latest completed week
4W Return
3.3%
short-term follow-through
12W Return
14.2%
quarterly tape
Trend Breadth
17.3%
9 of 52 weeks active
Volume Ratio
1.6x
vs 13-week average
- The trend backdrop is inactive, so price action has not confirmed a constructive regime.
- Activity pressure is weak, so confirmation is not yet broad enough.
- 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
0.8%
Latest completed week; four-week move 3.3%.
Indicator stack
10/76
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
10 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 4.5% above the Trend Line and sits at 54.0% of its 52-week range. The latest completed week returned 0.8%, after a 3.3% 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
6 Feb
13 Feb
20 Feb
27 Feb
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 0.2312-week average 0.09
12-week confirmation
Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure6/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.23Current 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 3.3% over four weeks, 14.2% over 12 weeks, and -6.9% 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 year9
Trend breadth17.3%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure1.08Latest activity-pressure read.
Pressure change86.3%Four-week change in activity pressure.
Leadership-5.35Latest relative-leadership reading.
RS change21.7%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 expensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Dec 2025
Field coverage 91%
Model confidence 72%
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.
Value13/100Relative valuation strength. Underlying universe rank 88; rank 1 is best.
Quality11/100Profitability and accounting quality. Underlying universe rank 90; rank 1 is best.
Momentum10/100Medium-term price momentum. Underlying universe rank 91; rank 1 is best.
Growth87/100Revenue and earnings growth. Underlying universe rank 14; 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
- 7.8x Price divided by trailing earnings.
- Price / sales
- 11.1x Market value relative to trailing revenue.
- EV / EBITDA
- 9.1x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 2.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 74.4% Gross profit retained from each unit of revenue.
- Operating margin
- 57.1% Operating profit retained from revenue.
- Free-cash-flow margin
- 48.7% Free cash flow generated from revenue.
- Return on invested capital
- 2.1% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 5.2% Latest one-year revenue growth.
- EPS growth
- 34.8% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 135.6% 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
- 2.8% Cash dividends relative to market value.
- Buyback yield
- 0.0% Net share repurchases relative to market value.
- Shareholder yield
- 2.8% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 1.9x 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 10 relevant articles.
1 positive · 9 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-11.0%Distance below the 52-week high.
13-week volatility2.7%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.
6 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher16 of 2610 weeks finished lower.
Best week+5.1%Week of 17 Apr.
Worst week-14.0%Week of 13 Mar.
Latest week+0.8%Week of 7 Aug.
Shape of recent returns
Strong gains6
Modest gains10
Flat weeks0
Modest losses7
Sharp losses3
Recent vol2.7%13-week weekly-return volatility.
Base vol3.4%52-week weekly-return volatility.
Up/down split27/25Count of positive and negative weeks in the 52-week window.
Average skew2.4% / -2.8%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 Real Estate
4-week rank20 / 53
Group average3.4%
Trend breadth28.3%
Trend28.3%active weekly trend signals
MD69.8%positive activity pressure
RS18.9%positive relative leadership
Four-week leaders
IndustryGB Reit - Retail
4-week rank1 / 4
Group average1.4%
Trend breadth50.0%
Trend50.0%active weekly trend signals
MD75.0%positive activity pressure
RS50.0%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 tape44/100
Trend, activity pressure, participation, and risk combine to a 44/100 tape read.
Indicator analysis23/100Latest 12-week confirmation: trend 0/12, activity pressure 6/12, relative leadership 0/12.
Activity pressure 0.23; No reversal markers Factors8/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 81; Small Cap Core rank 69 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment51/100Weighted news tone is neutral across 10 relevant articles.
SHAFTESBURY CAPITAL PLC – Interim results for the six months ended 30 June 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 | 145.0 GBP | 0.8% | 138.8 GBP | 136.0 GBP | 1.08 | -5.35 | 21.5M | Off |
| 31 Jul 2026 | 143.8 GBP | 0.8% | 138.7 GBP | 135.9 GBP | 0.95 | -6.35 | 48.0M | Off |
| 24 Jul 2026 | 142.6 GBP | 1.1% | 138.7 GBP | 135.7 GBP | 0.78 | -6.49 | 19.8M | Off |
| 17 Jul 2026 | 141.0 GBP | 0.5% | 138.7 GBP | 135.6 GBP | 0.70 | -6.84 | 9.8M | Off |
| 10 Jul 2026 | 140.3 GBP | -0.4% | 138.5 GBP | 135.5 GBP | 0.58 | -6.84 | 10.1M | Off |
| 3 Jul 2026 | 140.8 GBP | 0.1% | 138.5 GBP | 135.3 GBP | 0.24 | -8.61 | 1.6M | Off |
| 26 Jun 2026 | 140.7 GBP | 4.7% | 138.6 GBP | 135.1 GBP | -0.16 | -7.76 | 2.1M | Off |
| 19 Jun 2026 | 134.4 GBP | -1.1% | 138.6 GBP | 134.9 GBP | -0.47 | -11.13 | 6.2M | Off |
| 12 Jun 2026 | 135.9 GBP | 4.1% | 138.8 GBP | 134.8 GBP | -0.73 | -11.48 | 2.5M | Off |
| 5 Jun 2026 | 130.5 GBP | -3.8% | 139.1 GBP | 134.7 GBP | -0.83 | -14.53 | 4.7M | Off |
| 29 May 2026 | 135.6 GBP | 2.6% | 139.4 GBP | 134.7 GBP | -0.79 | -12.02 | 12.9M | Off |
| 22 May 2026 | 132.2 GBP | 4.1% | 139.8 GBP | 134.6 GBP | -0.79 | -15.06 | 11.9M | Off |
| 15 May 2026 | 127.0 GBP | -4.4% | 140.1 GBP | 134.5 GBP | -0.72 | -16.65 | 21.0M | Off |
| 8 May 2026 | 132.9 GBP | 0.3% | 140.5 GBP | 134.4 GBP | -0.59 | -13.56 | 18.6M | 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.