Valuation: Personal Assets Trust plc

Market Cap 1.67B 2.21B 1.95B 1.83B 3.13B 212B 3.16B 22.02B 8.53B 108B 8.31B 8.13B 352B P/E 2025
14.8x
P/E 2026 16.5x
Enterprise Value 1.66B 2.2B 1.94B 1.82B 3.11B 211B 3.14B 21.89B 8.48B 108B 8.26B 8.08B 350B EV / Sales 2025
15.7x
EV / Sales 2026 15.7x
Free-Float
77.85%
Yield 2025
1.1%
Yield 2026 1.05%
1 day+0.09%
Current month-2.16%
1 month-1.09%
3 months+2.26%
6 months+4.62%
Current year+0.55%
1 week 541.48
Extreme 541.482
549
1 month 539
Extreme 539
558
Current year 515
Extreme 515
558
1 year 515
Extreme 515
558
3 years 457
Extreme 457
558
5 years 457
Extreme 457
558
10 years 376.5
Extreme 376.5
558
Manager TitleAgeSince
Chief Investment Officer - -
Chief Investment Officer 59 -
Director TitleAgeSince
Director/Board Member 66 29/04/1997
Chairman 71 17/09/2020
Director/Board Member 65 30/11/2017
Date Insider Type Main position Quantity % Market Cap. Importance
17/04/26 Buy

Director

51 0.0000%
17/04/26 Buy

Director

10 0.0000%
16/04/26 Buy

Chairman

337 0.0001%
Change 5-day change 1-year change 3-year change Capi.($)
+0.37%0.00%+4.21%+16.49% 2.21B
Average +0.09%-0.37%+4.21%+16.49% 2.21B
Weighted average by Cap. +0.09%-0.37%+4.21%+16.49%

Financials

2025 2026
Net sales 91.08M 120M 106M 99.83M 170M 11.56B 172M 1.2B 464M 5.88B 452M 442M 19.14B 106M 140M 123M 116M 198M 13.44B 200M 1.39B 540M 6.84B 526M 514M 22.26B
Net income 115M 152M 134M 126M 215M 14.58B 217M 1.51B 586M 7.42B 570M 558M 24.15B 102M 134M 118M 112M 190M 12.91B 192M 1.34B 519M 6.57B 505M 494M 21.38B
Net Debt -193M -256M -225M -212M -362M -24.54B -365M -2.54B -986M -12.49B -960M -939M -40.65B -9.5M -12.56M -11.05M -10.42M -17.77M -1.21B -17.91M -125M -48.44M -614M -47.16M -46.14M -2B
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
24/09/26 GBX 544.00 +0.37% 532,795
23/09/26 GBX 542.00 -0.18% 409,461
22/09/26 GBX 543.00 -0.37% 624,561
21/09/26 GBX 545.00 +0.37% 334,199
18/09/26 GBX 543.00 -0.37% 703,601