- The trend backdrop is active with a 10-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Activity pressure is positive on the latest completed week.
- Activity pressure is constructive, supporting the smart-money activity read.
LIO
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Liontrust Asset Management PLC · Financial Services · Asset Management
Latest close
305.0 GBP
7.4%
latest week
Weekly setup
Mixed setup
The weekly trend is active. Price is 10.4% above the Trend Line and sits at 50.6% of its 52-week range. The latest completed week returned 7.4%, after a -9.9% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers. The latest news-sentiment score is 53/100. Near-term considerations: volume confirmation is below normal.
Setup score
42
out of 100
Latest Close
305.0 GBP
7 Aug 2026
1W Return
7.4%
latest completed week
4W Return
-9.9%
short-term follow-through
12W Return
9.4%
quarterly tape
Trend Breadth
19.2%
10 of 52 weeks active
Volume Ratio
0.9x
vs 13-week average
- Price is below Fair Value, so the market is still discounting the latest tape.
- The share remains more than 20% below its 52-week high.
- 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
7.4%
Latest completed week; four-week move -9.9%.
Indicator stack
45/60
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
Recent
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
53/100
40 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 10.4% above the Trend Line and sits at 50.6% of its 52-week range. The latest completed week returned 7.4%, after a -9.9% 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 0.9x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume 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 0.8312-week average 0.50
12-week confirmation
Trend active10/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership4/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.83Current proprietary activity-pressure read.
Buy signals1Accumulation 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 -9.9% over four weeks, 9.4% over 12 weeks, and -17.3% over one year. The current trend has remained active for 10 consecutive weeks.
Performance by holding period
Active trend streak10 weeks
Active weeks in one year10
Trend breadth19.2%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.79Latest activity-pressure read.
Pressure change-57.8%Four-week change in activity pressure.
Leadership-2.26Latest relative-leadership reading.
RS change-124.7%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 strongly versus its universe; growth ranks weakly; valuation is inexpensive 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 strength76/100Blend of value, momentum, and quality. Underlying universe rank 25; rank 1 is best.
Value87/100Relative valuation strength. Underlying universe rank 14; rank 1 is best.
Quality92/100Profitability and accounting quality. Underlying universe rank 9; rank 1 is best.
Momentum8/100Medium-term price momentum. Underlying universe rank 93; rank 1 is best.
Growth2/100Revenue and earnings growth. Underlying universe rank 99; 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
- 19.7x Price divided by trailing earnings.
- Price / sales
- 1.4x Market value relative to trailing revenue.
- EV / EBITDA
- 5.8x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 10.3% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 91.5% Gross profit retained from each unit of revenue.
- Operating margin
- 10.7% Operating profit retained from revenue.
- Free-cash-flow margin
- 10.8% Free cash flow generated from revenue.
- Return on invested capital
- 18.0% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -20.9% Latest one-year revenue growth.
- EPS growth
- -40.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -27.4% 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
- 6.2% Cash dividends relative to market value.
- Buyback yield
- 2.7% Net share repurchases relative to market value.
- Shareholder yield
- 8.9% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -2.0x 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 sentiment53/100
Weighted news tone is neutral across 40 relevant articles.
11 positive · 25 neutral · 4 negativePatient CapitalRecent
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
Recent buy signal in the last 8 weeks
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-20.8%Distance below the 52-week high.
13-week volatility6.2%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 higher12 of 2614 weeks finished lower.
Best week+11.8%Week of 26 Jun.
Worst week-12.8%Week of 24 Jul.
Latest week+7.4%Week of 7 Aug.
Shape of recent returns
Strong gains8
Modest gains4
Flat weeks0
Modest losses12
Sharp losses2
Recent vol6.2%13-week weekly-return volatility.
Base vol5.3%52-week weekly-return volatility.
Up/down split20/31Count of positive and negative weeks in the 52-week window.
Average skew5.0% / -3.6%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 rank- / 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 rank97 / 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 tape44/100
Trend, activity pressure, participation, and risk combine to a 44/100 tape read.
Indicator analysis72/100Latest 12-week confirmation: trend 10/12, activity pressure 12/12, relative leadership 4/12.
Activity pressure 0.83; No reversal markers Factors67/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 23; Small Cap Core rank 37 Patient CapitalRecentActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
Recent buy signal in the last 8 weeks Sentiment53/100Weighted news tone is neutral across 40 relevant articles.
DirectMax Prescription Management Update Details Patient Support and Telehealth Access Through Direct Meds 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 | 305.0 GBP | 7.4% | 276.3 GBP | 454.0 GBP | 0.79 | -2.26 | 805.9K | On |
| 31 Jul 2026 | 284.0 GBP | -3.4% | 274.3 GBP | 456.2 GBP | 1.32 | -9.48 | 1.1M | On |
| 24 Jul 2026 | 294.0 GBP | -12.8% | 273.6 GBP | 458.4 GBP | 1.70 | -5.90 | 1.1M | On |
| 17 Jul 2026 | 337.0 GBP | -0.4% | 272.7 GBP | 460.7 GBP | 1.96 | 8.30 | 984.5K | On |
| 10 Jul 2026 | 338.5 GBP | -0.6% | 270.3 GBP | 462.8 GBP | 1.88 | 9.17 | 2.5M | On |
| 3 Jul 2026 | 340.5 GBP | 4.6% | 267.5 GBP | 464.7 GBP | 1.75 | 7.27 | 376.7K | On |
| 26 Jun 2026 | 325.5 GBP | 11.8% | 264.6 GBP | 466.7 GBP | 1.68 | 3.61 | 375.7K | On |
| 19 Jun 2026 | 291.2 GBP | -2.7% | 262.6 GBP | 469.2 GBP | 1.82 | -6.87 | 276.9K | On |
| 12 Jun 2026 | 299.4 GBP | 1.1% | 262.1 GBP | 472.1 GBP | 1.94 | -6.19 | 182.8K | On |
| 5 Jun 2026 | 296.0 GBP | -3.5% | 262.0 GBP | 475.2 GBP | 1.91 | -7.16 | 219.6K | On |
| 29 May 2026 | 306.9 GBP | 9.4% | 262.2 GBP | 478.3 GBP | 1.88 | -5.09 | 2.1M | Off |
| 22 May 2026 | 280.4 GBP | 0.5% | 262.3 GBP | 481.4 GBP | 1.63 | -14.46 | 1.3M | Off |
| 15 May 2026 | 278.9 GBP | 3.9% | 263.3 GBP | 484.5 GBP | 1.43 | -13.48 | 647.8K | Off |
| 8 May 2026 | 268.4 GBP | -0.2% | 264.3 GBP | 487.9 GBP | 1.34 | -17.85 | 857.0K | 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.