Investec plc (INVP.L)
Investec Group provides various financial products and services in the United Kingdom South Africa, and internationally. The company offers wealth and investment products and services, including portfolio management, discretionary wealth management, financial planning, stockbroking/execution, pensions and retirement, and investment advisory services for private clients, charities, pension funds and trusts. It also provides specialist banking products and services comprising private banking products, such as lending, savings, foreign exchange, private capital, and transactional banking services; corporate and investment banking products, including lending, advisory, hedging, cash deposits and savings, and equity placement services to government, institutions, corporates, and intermediaries. Investec Group was founded in 1974 and is based in Sandton, South Africa.
Company Info
Highlights
£3.43B
£0.70
7.59
£1.48B
£3.44B
£372.15M
£479.60 - £627.50
£637.50
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in Investec plc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Investec plc had a return of -2.30% year-to-date (YTD) and 2.57% in the last 12 months. Over the past 10 years, Investec plc had an annualized return of 2.24%, while the S&P 500 had an annualized return of 11.26%, indicating that Investec plc did not perform as well as the benchmark.
INVP.L
-2.30%
-3.71%
-4.15%
2.57%
10.31%
2.24%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of INVP.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -4.50% | -2.30% | |||||||||||
| 2024 | -2.07% | -5.32% | 7.81% | -3.78% | 1.37% | 10.61% | 7.32% | -5.85% | -1.81% | 4.57% | -4.12% | -4.65% | 2.29% |
| 2023 | 1.21% | 2.55% | -15.30% | -1.40% | -7.74% | 7.78% | 11.07% | -4.55% | 3.08% | -5.31% | 12.43% | 3.71% | 3.99% |
| 2022 | 5.47% | -3.82% | 23.34% | -6.06% | 8.77% | -7.79% | -0.20% | -6.47% | -12.55% | 20.77% | 18.18% | -1.31% | 35.53% |
| 2021 | 1.63% | 2.84% | 11.98% | 32.98% | 6.45% | -7.09% | -5.10% | 11.81% | 4.28% | 4.01% | 13.32% | 7.05% | 114.90% |
| 2020 | -5.39% | -6.46% | -50.19% | 7.93% | -11.07% | 10.77% | -6.81% | -2.09% | -3.09% | 0.39% | 29.47% | 0.92% | -45.65% |
| 2019 | 10.90% | 0.74% | -10.25% | 9.65% | -4.93% | 10.82% | -7.98% | -10.17% | -0.88% | 4.51% | 0.30% | 0.96% | 0.45% |
| 2018 | 2.24% | 16.09% | -13.45% | 5.06% | -3.78% | -3.17% | 2.57% | -8.23% | 6.56% | -10.30% | -1.59% | -7.39% | -17.55% |
| 2017 | 4.76% | 3.03% | -5.96% | 5.06% | 6.39% | -5.67% | 0.44% | 2.43% | -7.63% | -5.41% | 0.29% | 3.48% | -0.19% |
| 2016 | -7.41% | 6.76% | 8.15% | 2.05% | -10.36% | -1.22% | -2.94% | 0.29% | 4.48% | 7.86% | 2.36% | 3.08% | 11.81% |
| 2015 | 3.42% | 3.21% | -2.94% | 11.41% | -4.08% | -4.59% | 2.36% | -8.71% | -5.43% | 7.22% | 4.24% | -15.15% | -11.47% |
| 2014 | -10.42% | 13.44% | 9.02% | 7.57% | -0.77% | 4.15% | -4.55% | 6.61% | -5.20% | 10.00% | 3.50% | -8.53% | 23.74% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of INVP.L is 46, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Investec plc (INVP.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Investec plc provided a 667.92% dividend yield over the last twelve months, with an annual payout of £35.50 per share. The company has been increasing its dividends for 4 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | £35.50 | £35.50 | £33.00 | £27.50 | £18.50 | £5.50 | £24.50 | £24.50 | £23.50 | £21.50 | £21.00 | £19.50 |
Dividend yield | 667.92% | 652.57% | 620.53% | 537.74% | 490.30% | 313.24% | 758.37% | 761.81% | 602.46% | 550.16% | 600.81% | 493.92% |
Monthly Dividends
The table displays the monthly dividend distributions for Investec plc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | £0.00 | £0.00 | £0.00 | ||||||||||
| 2024 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £19.00 | £0.00 | £0.00 | £0.00 | £16.50 | £35.50 |
| 2023 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £17.50 | £0.00 | £0.00 | £0.00 | £15.50 | £33.00 |
| 2022 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £14.00 | £0.00 | £0.00 | £0.00 | £0.00 | £13.50 | £27.50 |
| 2021 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £7.50 | £0.00 | £0.00 | £0.00 | £0.00 | £11.00 | £18.50 |
| 2020 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £5.50 | £5.50 |
| 2019 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £13.50 | £0.00 | £0.00 | £0.00 | £0.00 | £11.00 | £24.50 |
| 2018 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £13.50 | £0.00 | £0.00 | £0.00 | £0.00 | £11.00 | £24.50 |
| 2017 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £13.00 | £0.00 | £0.00 | £0.00 | £0.00 | £10.50 | £23.50 |
| 2016 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £11.50 | £0.00 | £0.00 | £0.00 | £0.00 | £10.00 | £21.50 |
| 2015 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £0.00 | £11.50 | £0.00 | £0.00 | £0.00 | £0.00 | £9.50 | £21.00 |
| 2014 | £11.00 | £0.00 | £0.00 | £0.00 | £0.00 | £8.50 | £19.50 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Investec plc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Investec plc was 78.65%, occurring on Sep 24, 2020. Recovery took 916 trading sessions.
The current Investec plc drawdown is 14.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -78.65% | May 14, 2007 | 3381 | Sep 24, 2020 | 916 | May 15, 2024 | 4297 |
| -36.72% | Jul 31, 2002 | 134 | Feb 19, 2003 | 179 | Nov 7, 2003 | 313 |
| -24.94% | May 12, 2006 | 30 | Jun 23, 2006 | 132 | Dec 29, 2006 | 162 |
| -22.13% | Dec 18, 2003 | 166 | Aug 16, 2004 | 51 | Oct 27, 2004 | 217 |
| -19.94% | Nov 11, 2024 | 59 | Feb 4, 2025 | — | — | — |
Volatility
Volatility Chart
The current Investec plc volatility is 6.70%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of Investec plc compared to its peers in the Capital Markets industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for INVP.L in comparison to other companies of the Capital Markets industry. Currently, INVP.L has a PE value of 7.6. This PE value is considered to be low compared to the rest of the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for INVP.L in comparison to other companies of the Capital Markets industry. Currently, INVP.L has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Investec plc.
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Income Statement
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