Valuation: Personal Assets Trust plc

Market Cap 1.71B 2.28B 2.04B 1.89B 3.2B 216B 3.24B 22.62B 8.98B 113B 8.55B 8.36B 359B P/E 2025
14.8x
P/E 2026 16.5x
Enterprise Value 1.7B 2.26B 2.03B 1.88B 3.18B 215B 3.22B 22.5B 8.93B 113B 8.5B 8.32B 357B EV / Sales 2025
15.7x
EV / Sales 2026 15.7x
Free-Float
77.68%
Yield 2025
1.1%
Yield 2026 1.05%
1 day+0.36%
1 week+0.72%
Current month+2.58%
1 month+2.02%
3 months+3.35%
6 months+3.93%
Current year+2.77%
1 week 549
Extreme 549
559
1 month 536
Extreme 536
559
Current year 515
Extreme 515
559
1 year 515
Extreme 515
559
3 years 461
Extreme 461
559
5 years 457
Extreme 457
559
10 years 376.5
Extreme 376.5
559
Manager TitleAgeSince
Chief Investment Officer - -
Chief Investment Officer 59 -
Director TitleAgeSince
Director/Board Member 66 1997-04-29
Chairman 71 2020-09-17
Director/Board Member 65 2017-11-30
Date Insider Type Main position Quantity % Market Cap. Importance
10/6/26 Buy

Director

51 0.0000%
10/6/26 Buy

Director

10 0.0000%
10/6/26 Buy

Chairman

337 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
+0.36%+0.72%+2.77%+20.22% 2.28B
Average +0.36%+0.72%+2.77%+20.22% 2.28B
Weighted average by Cap. +0.36%+0.72%+2.77%+20.22%

Financials

2025 2026
Net sales 91.08M 121M 109M 100M 170M 11.51B 172M 1.2B 478M 6.03B 455M 445M 19.14B 106M 141M 126M 117M 198M 13.39B 200M 1.4B 556M 7.02B 529M 518M 22.25B
Net income 115M 153M 137M 127M 215M 14.53B 217M 1.52B 603M 7.61B 574M 562M 24.14B 102M 135M 122M 112M 190M 12.86B 192M 1.35B 534M 6.74B 508M 497M 21.38B
Net Debt -193M -257M -231M -213M -362M -24.45B -366M -2.56B -1.02B -12.81B -966M -945M -40.64B -9.5M -12.65M -11.35M -10.48M -17.76M -1.2B -17.98M -126M -49.9M -630M -47.47M -46.45M -2B
Projected Income Statement - Annual - Personal Assets Trust plc
Logo Personal Assets Trust plc
Personal Assets Trust PLC is a United Kingdom-based investment trust run primarily for private investors. The Company's investment policy is to protect and increase (in that order) the value of shareholders' funds per share over the long term. While the Company uses the FTSE All-Share Index (the All-Share) as a comparator for the purpose of monitoring performance and risk, the composition of the All-Share has no influence on investment decisions or the construction of the portfolio. The Company will invest in equities and fixed income securities and it may also hold cash and cash equivalents and gold. The Company may use derivatives as a way of increasing or reducing its investment exposure and to enhance and protect investment positions. The Company may also from time to time make use of currency hedging. Troy Asset Management Limited is the investment manager of the Company. Juniper Partners Limited is the alternative investment fund manager of the Company.
Employees
-
Date Price Change Volume
26-10-27 GBX 556.00 +0.36% 507,984
26-10-26 GBX 554.00 -0.18% 427,060
26-10-23 GBX 555.00 +0.18% 680,033
26-10-22 GBX 554.00 +0.36% 771,842
26-10-21 GBX 552.00 0.00% 633,165