Valuation: Personal Assets Trust plc

Market Cap 1.7B 2.27B 2.03B 1.87B 3.17B 216B 3.23B 22.32B 8.96B 113B 8.53B 8.34B 358B P/E 2025
14.8x
P/E 2026 16.5x
Enterprise Value 1.69B 2.26B 2.02B 1.86B 3.15B 214B 3.21B 22.19B 8.91B 113B 8.48B 8.3B 356B 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+1.66%
1 month+1.66%
3 months+1.29%
6 months+2.99%
Current year+1.85%
1 week 547
Extreme 547
561
1 month 536
Extreme 536
561
Current year 515
Extreme 515
561
1 year 515
Extreme 515
561
3 years 461
Extreme 461
561
5 years 457
Extreme 457
561
10 years 376.5
Extreme 376.5
561
Manager TitleAgeSince
Chief Investment Officer - -
Chief Investment Officer 59 -
Director TitleAgeSince
Director/Board Member 66 30/04/1997
Chairman 71 18/09/2020
Director/Board Member 65 01/12/2017
Date Insider Type Main position Quantity % Market Cap. Importance
6/10/26 Buy

Director

51 0.0000%
6/10/26 Buy

Director

10 0.0000%
6/10/26 Buy

Chairman

337 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
-0.36%-0.72%+2.23%+19.01% 2.27B
Average -0.36%-0.72%+2.23%+19.01% 2.27B
Weighted average by Cap. -0.36%-0.72%+2.23%+19.01%

Financials

2025 2026
Net sales 91.08M 122M 109M 101M 170M 11.59B 173M 1.2B 481M 6.09B 458M 448M 19.22B 106M 142M 127M 117M 198M 13.47B 202M 1.39B 560M 7.09B 532M 521M 22.35B
Net income 115M 154M 138M 127M 215M 14.62B 219M 1.51B 607M 7.69B 578M 565M 24.25B 102M 136M 122M 112M 190M 12.94B 194M 1.34B 538M 6.81B 512M 501M 21.47B
Net Debt -193M -259M -232M -213M -362M -24.6B -368M -2.55B -1.02B -12.94B -972M -952M -40.82B -9.5M -12.73M -11.4M -10.49M -17.76M -1.21B -18.1M -125M -50.21M -636M -47.78M -46.76M -2.01B
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
30/10/26 GBX 551.00 -0.36% 199,037
29/10/26 GBX 553.00 -0.90% 302,145
28/10/26 GBX 558.00 +0.36% 465,788
27/10/26 GBX 556.00 +0.36% 507,984
26/10/26 GBX 554.00 -0.18% 427,060