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About the company
Polar Capital Holdings PLC is a specialist, investment-led, fund management company. The Company offers professional and institutional investors a range of geographical and sector investment opportunities. It only has one class of business, which is the provision of investment management and advisory services. It is structured into three main business areas: Fund Management, Operations and Distribution and Client Services. It manages a range of long-only and alternative products, including open-ended UCITS, SICAV, US 40 Act mutual funds as well as closed-ended investment trust companies and segregated mandates. It maintains an operational infrastructure and system of risk and controls which, in collaboration with third-party service providers, support all business areas. Its distribution and client services teams distribute its products in the United Kingdom and internationally to professional and institutional investors through its digital platform with insightful content.
- Revenue in GBP (TTM)228.66m
- Net income in GBP39.10m
- Incorporated2001
- Employees200.00
- LocationPolar Capital Holdings PLC16 Palace StreetLONDON SW1E 5JDUnited KingdomGBR
- Phone+44 207 227 2700
- Fax+44 207 227 2799
- Websitehttps://www.polarcapitalfunds.com/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackrock Greater Eurp Invstmnt Trst PLC | -32.63m | -40.20m | 548.08m | 0.00 | -- | 0.9899 | -- | -- | -0.4185 | -0.4185 | -0.3362 | 5.98 | -0.0515 | -- | -- | -- | -6.34 | 4.66 | -6.65 | 4.90 | -- | 83.38 | -- | 78.04 | -- | -- | 0.0026 | 24.01 | -131.97 | -- | -143.88 | -- | -- | 3.06 |
| BlackRock Smaller Companies Trust plc | -83.39m | -90.59m | 549.42m | 0.00 | -- | 0.9785 | -- | -- | -1.92 | -1.92 | -1.87 | 14.10 | -0.1097 | -- | -- | -- | -11.91 | 0.0851 | -12.11 | 0.087 | -- | 17.60 | -- | 8.19 | -- | -2,010.84 | 0.1061 | 2,471.05 | 114.83 | -48.20 | 86.95 | -- | -- | 6.25 |
| Aberdeen Asia Focus PLC | 98.07m | 89.94m | 551.04m | 0.00 | 6.81 | 1.03 | -- | 5.62 | 0.5757 | 0.5757 | 0.6212 | 3.82 | 0.1607 | -- | 20.57 | -- | 14.74 | 10.80 | 15.82 | 11.10 | 94.44 | 92.67 | 91.71 | 84.74 | -- | -- | 0.1039 | 17.44 | 76.72 | -- | 140.95 | -- | -- | 17.26 |
| Schroder Asian Totl Retrn Invstmt Co PLC | 10.03m | -1.07m | 555.54m | 0.00 | -- | 1.23 | -- | 55.40 | -0.0128 | -0.0128 | 0.1066 | 4.84 | 0.0204 | -- | 7.20 | -- | -0.2172 | 6.82 | -0.23 | 7.38 | 23.57 | 85.84 | -10.65 | 81.86 | -- | -- | 0.00 | 28.55 | 52.71 | 4.58 | 57.22 | 3.66 | -- | 12.09 |
| Hansa Investment Company Ltd | 30.07m | 23.01m | 555.61m | 0.00 | 14.54 | 0.6883 | -- | 18.47 | 0.1919 | 0.1919 | 0.2519 | 4.05 | 0.0631 | -- | 7.09 | -- | 4.82 | 10.46 | 4.83 | 10.50 | 88.30 | 93.30 | 76.50 | 90.16 | -- | -- | 0.00 | 9.42 | -83.82 | -- | -88.76 | -- | -- | 0.00 |
| VinaCapital Vietnam Opportunity Fund Ltd | -21.03m | -34.76m | 573.67m | 0.00 | -- | 0.8713 | -- | -- | -0.2618 | -0.2618 | -0.1464 | 5.21 | -0.0273 | -- | -- | -- | -4.51 | 7.31 | -4.55 | 7.41 | -- | 77.62 | -- | 72.71 | -- | -136.12 | 0.00 | 28.27 | -128.83 | -- | -165.26 | -- | -- | 5.68 |
| Partners Group Private Equity Ltd | 38.03m | 8.29m | 585.12m | 1.80k | 71.70 | 0.7165 | -- | 15.39 | 0.1378 | 0.1378 | 0.6321 | 13.79 | 0.0413 | -- | 2.23 | 24,322.76 | 0.9008 | 7.15 | 0.9401 | 7.57 | -- | -- | 21.80 | 60.63 | -- | 24.05 | 0.0205 | 54.29 | 233.59 | -5.06 | 491.28 | -6.83 | -- | 4.13 |
| Jpmorgan European Discovery Trust PLC | 128.14m | 118.28m | 590.94m | 0.00 | 5.36 | 1.01 | -- | 4.61 | 1.18 | 1.18 | 1.19 | 6.22 | 0.1932 | -- | 20.45 | -- | 17.84 | 8.38 | 18.84 | 8.89 | 94.72 | 89.58 | 92.31 | 86.45 | -- | -- | 0.00 | 18.08 | -60.90 | -- | -83.47 | -- | -- | 14.18 |
| Syncona Ltd | -67.18m | -93.58m | 596.03m | 0.00 | -- | 0.5835 | -- | -- | -0.1581 | -0.1581 | -0.1124 | 1.68 | -0.0614 | -- | -- | -- | -8.56 | -2.10 | -8.61 | -2.12 | -- | -- | -- | -- | -- | -- | 0.00 | -- | -494.94 | -- | -3,879.30 | -- | -- | -- |
| JPMorgan European Growth & Income PLC | 96.85m | 90.88m | 622.99m | 0.00 | 6.85 | 1.11 | -- | 6.43 | 0.2153 | 0.2153 | 0.2292 | 1.32 | 0.1699 | -- | 14.04 | -- | 15.94 | 11.61 | 15.99 | 11.68 | 96.16 | 93.84 | 93.83 | 90.59 | -- | -- | 0.0723 | 24.70 | -71.79 | -- | -79.70 | -- | -- | -- |
| NB Private Equity Partners Ltd | 62.93m | 36.27m | 634.06m | -- | 18.74 | 0.7206 | -- | 10.08 | 0.7905 | 0.7905 | 1.37 | 20.56 | 0.0604 | -- | -- | -- | 3.49 | 8.21 | 3.51 | 8.34 | 69.92 | 85.81 | 57.73 | 71.02 | -- | -- | 0.0656 | 34.44 | -15.19 | -14.06 | -37.83 | -26.40 | -- | 10.14 |
| Brunner Investment Trust Plc | 22.98m | 16.51m | 637.25m | 0.00 | 37.83 | 1.05 | -- | 27.73 | 0.3896 | 0.3896 | 0.5347 | 14.02 | 0.0368 | -- | -- | -- | 2.64 | 9.69 | 2.64 | 9.90 | 81.89 | 94.04 | 71.83 | 90.60 | -- | -- | 0.0398 | 18.03 | 120.95 | 12.88 | 136.40 | 13.15 | -- | 3.52 |
| GCP Infrastructure Investments Ltd | 33.72m | 18.36m | 638.98m | 0.00 | 35.28 | 0.7554 | -- | 18.95 | 0.0217 | 0.0217 | 0.0395 | 1.01 | 0.0366 | -- | 221.12 | -- | 1.99 | 5.21 | 2.08 | 5.41 | 76.70 | 87.77 | 54.44 | 75.79 | -- | 5.33 | 0.0222 | 112.39 | -12.02 | 16.09 | -5.92 | -- | -- | -1.63 |
| Polar Capital Holdings plc | 228.66m | 39.10m | 639.11m | 200.00 | 15.78 | 5.08 | 15.28 | 2.80 | 0.3999 | 0.3999 | 2.34 | 1.24 | 1.15 | -- | 8.96 | 1,143,295.00 | 19.69 | 19.23 | 29.91 | 29.74 | 87.10 | 89.48 | 17.10 | 21.38 | -- | 300.23 | 0.00 | 96.71 | 14.44 | 8.16 | -13.44 | -2.55 | 14.12 | 6.87 |
| Baillie Gifford Japan Trust PLC | 132.40m | 123.43m | 692.93m | 0.00 | 5.90 | 0.9055 | -- | 5.23 | 1.56 | 1.56 | 1.62 | 10.17 | 0.1469 | -- | 49.55 | -- | 13.70 | 3.16 | 15.46 | 3.35 | 94.94 | 82.91 | 93.23 | 76.61 | -- | -- | 0.1283 | 26.65 | 83.51 | 18.68 | 93.59 | 21.33 | -- | 17.32 |
| XPS Pensions Group PLC | 246.90m | 25.95m | 718.83m | 1.90k | 28.94 | 4.27 | 17.34 | 2.91 | 0.1192 | 0.1192 | 1.14 | 0.8074 | 0.8075 | -- | 4.24 | 129,877.40 | 8.49 | 8.46 | 9.91 | 9.78 | -- | -- | 10.51 | 13.74 | -- | 10.83 | 0.3465 | 76.62 | 16.22 | 14.12 | -43.98 | 32.61 | 19.24 | 12.51 |
Data as of Feb 10 2026. Currency figures normalised to Polar Capital Holdings PLC's reporting currency: UK Pound GBX
33.79%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Harwood Capital LLPas of 16 Jan 2026 | 5.89m | 5.80% |
| Canaccord Genuity Wealth Ltd.as of 09 Sep 2025 | 5.03m | 4.95% |
| Schroder & Co Bank AG (Private Banking)as of 01 Dec 2025 | 4.53m | 4.46% |
| BlackRock Investment Management (UK) Ltd.as of 16 Jan 2026 | 4.19m | 4.12% |
| Caledonia Investments Plc (Investment Management)as of 27 Jun 2025 | 4.00m | 3.94% |
| J.O. Hambro Capital Management Ltd.as of 27 Jun 2025 | 3.04m | 2.99% |
| UBS Asset Management Switzerland AGas of 01 Dec 2025 | 2.65m | 2.61% |
| Unicorn Asset Management Ltd.as of 01 Dec 2025 | 1.94m | 1.91% |
| Rathbones Investment Management Ltd.as of 01 Dec 2025 | 1.54m | 1.52% |
| JPMorgan Asset Management (UK) Ltd.as of 01 Dec 2025 | 1.51m | 1.49% |
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Data from 30 Sep 2025 - 05 Feb 2026Source: FactSet Research Systems Inc.
