- The trend backdrop is active with a 11-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.
QLT
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Quilter plc · Financial Services · Asset Management
Latest close
200.0 GBP
3.5%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 5.9% above the Trend Line and sits at 84.5% of its 52-week range. The latest completed week returned 3.5%, after a 0.4% four-week move. The latest factor snapshot indicates quality is middle-of-the-pack; growth is moderate; valuation is neither clearly cheap nor expensive. The latest news-sentiment score is 55/100.
Setup score
62
out of 100
Latest Close
200.0 GBP
7 Aug 2026
1W Return
3.5%
latest completed week
4W Return
0.4%
short-term follow-through
12W Return
11.0%
quarterly tape
Trend Breadth
82.7%
43 of 52 weeks active
Volume Ratio
1.8x
vs 13-week average
- 15 reversal markers appear in the recent smart-money tape.
- Price is close to its 52-week high; watch for continuation or exhaustion.
- 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
3.5%
Latest completed week; four-week move 0.4%.
Indicator stack
84/62
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
18 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 5.9% above the Trend Line and sits at 84.5% of its 52-week range. The latest completed week returned 3.5%, after a 0.4% 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 1.8x 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 0.7912-week average 0.62
12-week confirmation
Trend active11/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure9/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership10/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.79Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers1515 reversal markers
No recent accumulation markers. 15 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 0.4% over four weeks, 11.0% over 12 weeks, and 22.7% over one year. The current trend has remained active for 11 consecutive weeks.
Performance by holding period
Active trend streak11 weeks
Active weeks in one year43
Trend breadth82.7%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.71Latest activity-pressure read.
Pressure change-7.5%Four-week change in activity pressure.
Leadership1.09Latest relative-leadership reading.
RS change-76.1%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 is moderate; valuation is neither clearly cheap nor expensive.
Factor week 09 Aug 2026
Financial statements through 31 Dec 2025
Field coverage 85%
Model confidence 68%
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.
Value37/100Relative valuation strength. Underlying universe rank 64; rank 1 is best.
Quality38/100Profitability and accounting quality. Underlying universe rank 63; rank 1 is best.
Momentum39/100Medium-term price momentum. Underlying universe rank 62; rank 1 is best.
Growth39/100Revenue and earnings growth. Underlying universe rank 62; 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
- - Market value relative to trailing revenue.
- EV / EBITDA
- - Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- - Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 97.4% Gross profit retained from each unit of revenue.
- Operating margin
- 3.4% Operating profit retained from revenue.
- Free-cash-flow margin
- 66.3% Free cash flow generated from revenue.
- Return on invested capital
- - Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- 72.3% Latest one-year revenue growth.
- EPS growth
- - Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- 35.3% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 8/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.1% Cash dividends relative to market value.
- Buyback yield
- - Net share repurchases relative to market value.
- Shareholder yield
- - Dividend yield plus net buyback yield.
- Net debt / EBITDA
- -5.1x 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 18 relevant articles.
3 positive · 14 neutral · 1 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-4.3%Distance below the 52-week high.
13-week volatility3.4%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+7.5%Week of 22 May.
Worst week-6.0%Week of 6 Mar.
Latest week+3.5%Week of 7 Aug.
Shape of recent returns
Strong gains4
Modest gains11
Flat weeks0
Modest losses8
Sharp losses3
Recent vol3.4%13-week weekly-return volatility.
Base vol3.5%52-week weekly-return volatility.
Up/down split32/20Count of positive and negative weeks in the 52-week window.
Average skew2.7% / -3.1%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.
SectorGB Financial Services
4-week rank62 / 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 rank58 / 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 tape63/100
Trend, activity pressure, participation, and risk combine to a 63/100 tape read.
Indicator analysis69/100Latest 12-week confirmation: trend 11/12, activity pressure 9/12, relative leadership 10/12.
Activity pressure 0.79; 15 reversal markers Factors36/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 50; Small Cap Core rank 57 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment55/100Weighted news tone is neutral across 18 relevant articles.
Quilter Shares Fall Despite Record Net Flows and Profit Growth 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 | 200.0 GBP | 3.5% | 188.8 GBP | 144.8 GBP | 0.71 | 1.09 | 22.7M | On |
| 31 Jul 2026 | 193.2 GBP | -0.8% | 188.4 GBP | 144.1 GBP | 0.80 | -2.00 | 14.5M | On |
| 24 Jul 2026 | 194.8 GBP | -4.6% | 188.1 GBP | 143.3 GBP | 0.96 | -0.03 | 14.9M | On |
| 17 Jul 2026 | 204.2 GBP | 2.5% | 187.6 GBP | 142.6 GBP | 1.00 | 6.10 | 22.9M | On |
| 10 Jul 2026 | 199.2 GBP | -2.1% | 186.8 GBP | 141.8 GBP | 0.77 | 4.58 | 24.7M | On |
| 3 Jul 2026 | 203.4 GBP | 5.8% | 186.1 GBP | 141.0 GBP | 0.59 | 5.04 | 5.5M | On |
| 26 Jun 2026 | 192.2 GBP | 1.6% | 185.5 GBP | 140.2 GBP | 0.36 | 1.03 | 6.4M | On |
| 19 Jun 2026 | 189.1 GBP | -2.6% | 185.4 GBP | 139.5 GBP | 0.31 | 0.84 | 4.8M | On |
| 12 Jun 2026 | 194.2 GBP | 1.9% | 184.9 GBP | 138.7 GBP | 0.30 | 2.53 | 1.9M | On |
| 5 Jun 2026 | 190.6 GBP | -1.8% | 184.5 GBP | 138.0 GBP | -0.01 | 1.68 | 1.1M | On |
| 29 May 2026 | 194.0 GBP | 0.2% | 184.2 GBP | 137.4 GBP | -0.09 | 3.12 | 13.9M | On |
| 22 May 2026 | 193.6 GBP | 7.5% | 183.8 GBP | 136.7 GBP | -0.41 | 2.54 | 11.7M | Off |
| 15 May 2026 | 180.1 GBP | -2.9% | 183.3 GBP | 136.0 GBP | -0.58 | -1.89 | 14.8M | Off |
| 8 May 2026 | 185.5 GBP | 1.4% | 183.0 GBP | 135.3 GBP | -0.57 | 0.67 | 22.5M | 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.