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Herald Investment Trust logo

HRI - Herald Investment Trust Share Price

2163.2p -11.8  -0.5%

Last Trade - 10:03am

Sector
Financials
Size
Mid Cap
Market Cap £1.41bn
Enterprise Value £1.34bn
Revenue £418.8m
Position in Universe th / 1813
Bullish
Bearish
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Momentum
Relative Strength (%)
1m +2.69%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -11.2%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
60.4 152.9 213.1 -37.1 253.8 418.8 +47.3%
+584.1 +189.7 +47.7 +71.2
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the fiscal year ended 31 December 2020, HeraldInvestment Trust plc revenues increased 65% to £418.8M. Netincome increased 67% to £405.4M. Revenues reflectUnrealized Capital Gains/Losses - Total increase of 58% to£293.6M, investments Movements in unrealised gain increaseof 100% to £119.7M. Net income benefited from Miscellaneousexpenses decrease of 2% to £317K (expense).
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

HRI Dividend Yield Range Unlock HRI Revenue
Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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EPS
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Net Profit
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2020 /  2021
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Profile Summary

Herald Investment Trust Plc is a United Kingdom-based investment company. The Company's objective is to achieve capital appreciation through investments in smaller quoted companies in the areas of telecommunications, multi-media and technology (TMT) and having market capitalization below two billion dollars. Its investments may be made across the world. It focuses to construct a diversified portfolio through the identification of individual companies, which offer long term growth potential, typically over a five-year horizon or more. It invests in various sectors, including oil and gas, basic materials, consumer goods, industrials, healthcare, consumer services telecommunications, financials and technology. The investment manager of the Company is Herald Investment Management Limited (HIML).

Directors
Last Annual December 31st, 2020
Last Interim December 31st, 2020
Incorporated December 10, 1993
Public Since February 16, 1994
No. of Shareholders: n/a
No. of Employees: n/a
HRI Share Price Performance
Share Price
Bid - Ask
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Day's Change
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Range (12m)
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Latest News for HRI
Upcoming Events for HRI
Frequently Asked Questions for Herald Investment Trust
What is the Herald Investment Trust share price?

As of 10:03am, shares in Herald Investment Trust are trading at 2163.2p, giving the company a market capitalisation of £1.41bn. This share price information is delayed by 15 minutes.

How has the Herald Investment Trust share price performed this year?

Shares in Herald Investment Trust are currently trading at 2163.2p and the price has moved by 47.36% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Herald Investment Trust price has moved by 28.01% over the past year.

What are the analyst and broker recommendations for Herald Investment Trust?

Of the analysts with advisory recommendations for Herald Investment Trust, there are there are currently 0 "buy" , 2 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Herald Investment Trust is Hold. You can view the full broker recommendation list by unlocking its StockReport.

When will Herald Investment Trust next release its financial results?

Herald Investment Trust is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-12-31
What is the Herald Investment Trust dividend yield?

Herald Investment Trust does not currently pay a dividend.

Does Herald Investment Trust pay a dividend?

Herald Investment Trust does not currently pay a dividend.

When does Herald Investment Trust next pay dividends?

Herald Investment Trust does not currently pay a dividend.

How do I buy Herald Investment Trust shares?

To buy shares in Herald Investment Trust you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Herald Investment Trust?

Shares in Herald Investment Trust are currently trading at 2163.2p, giving the company a market capitalisation of £1.41bn.

Where are Herald Investment Trust shares listed? Where are Herald Investment Trust shares listed?

Here are the trading details for Herald Investment Trust:

Country of listing: United Kingdom
Exchange: LSE
Ticker Symbol: HRI
What kind of share is Herald Investment Trust?

We were not able to load our ranking data for Herald Investment Trust

Is there a Herald Investment Trust share price forecast 2021?

We were not able to load any forecast data for Herald Investment Trust.

How can I tell whether the Herald Investment Trust share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Herald Investment Trust. Over the past six months, the relative strength of its shares against the market has been -4.44%. At the current price of 2163.2p, shares in Herald Investment Trust are trading at 5.86% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Herald Investment Trust PE Ratio?

The Herald Investment Trust PE ratio based on its reported earnings over the past 12 months is 3.58. The shares are currently trading at 2163.2p.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Herald Investment Trust?

Herald Investment Trust's management team is headed by:

Thomas Black - CHM
James Will - NID
Karl Sternberg - NID
Stephanie Eastment - NID
Henrietta Marsh - NID
Who are the major shareholders of Herald Investment Trust?

Here are the top five shareholders of Herald Investment Trust based on the size of their shareholding:

Rathbone Investment Management Ltd. Investment Advisor/Hedge Fund
Percentage owned: 13.08% (8.49m shares)
Wells Capital Management Inc. Investment Advisor/Hedge Fund
Percentage owned: 7% (4.55m shares)
Lazard Asset Management, L.L.C. Investment Advisor/Hedge Fund
Percentage owned: 5.87% (3.81m shares)
Investec Wealth & Investment Limited Investment Advisor
Percentage owned: 5.48% (3.56m shares)
J. M. Finn & Co. Investment Advisor
Percentage owned: 4.27% (2.77m shares)
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