Overview
Close Brothers Group plc is a UK-based financial services company, primarily engaged in banking, securities trading, and asset management. Established in 1878, the firm operates predominantly in the United Kingdom and has garnered a strong reputation for providing specialized lending solutions alongside wealth management services. Its banking division offers a range of services including loans, deposits, and treasury services. The securities division, through Winterflood, a subsidiary, is influential in market-making for UK stocks. Close Brothers Asset Management provides tailored investment and wealth management services. Key projects often involve small business lending initiatives and bespoke financial solutions targeting niche markets, supporting the overall stability and growth of SMEs within the UK.
Basic Stats
The share price of Close Brothers Group plc as of 5 September 2025 is 469.40 GBX / share. This is an increase of 2.13% from the prior week.
The Factor Analysis chart (below right) shows a view of Close Brothers Group plc from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 0.00 MM |
| Earnings Date | |
| EPS (TTM) | |
| Dividend Yield | |
| Ex-Dividend Date | 2023-10-19 |
| Borrow Rate | 0.52 |
| Short Shares Avail. | 1.90 MM |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | -14.16 % |
| Volatility (1 yr) | 0.72 |
| Beta | 1.00 |
| Sharpe Ratio (1 yr) | -0.26 |
| Sortino Ratio (1 yr) | -0.41 |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | 31.99 /100 |
| Profitability | 43.62 /100 |
| Quality Score | 12.98 /100 |
| Value Score | 76.40 /100 |
| Momentum Score | 73.84 /100 |
| Stability (Low Vol) Score | 21.88 /100 |
| Analyst Sentiment | 54.81 /100 |
| Fund Sentiment | 67.64 /100 |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 2.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Close Brothers Group plc is 502.41 GBX. The forecasts range from a low of 373.70 GBX to a high of 640.50 GBX. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Close Brothers Group plc. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2023-01-28 | Peel Hunt Limited | Hold | Downgrade | |
| 2023-01-23 | Shore Capital | Buy | Reiterate | |
| 2023-01-26 | JP Morgan Cazenove | Underweight | Reiterate | |
| 2022-10-18 | RBC Capital Markets | Outperform | Reiterate | |
| 2022-09-28 | Berenberg Bank | Buy | Reiterate | |
| 2022-09-27 | Shore Capital | Buy | Reiterate | |
| 2022-09-26 | Berenberg Bank | Buy | Upgrade | |
| 2022-09-05 | Shore Capital | Buy | Reiterate | |
| 2022-05-20 | Shore Capital | Buy | Reiterate | |
| 2022-04-01 | Liberum Capital | Buy | Upgrade | |
| 2022-03-16 | Shore Capital | Buy | Reiterate | |
| 2022-03-16 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2022-03-16 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2022-03-15 | Shore Capital | Hold | Reiterate | |
| 2022-01-26 | RBC Capital Markets | Reiteration | Reiterate | |
| 2022-01-21 | Shore Capital | Reiteration | Reiterate | |
| 2021-11-19 | RBC Capital Markets | Reiteration | Reiterate | |
| 2021-11-19 | JP Morgan Cazenove | Reiteration | Reiterate | |
| 2021-11-18 | Shore Capital | Reiteration | Reiterate | |
| 2021-11-18 | Peel Hunt LLP | Add | Reiterate | |
| 2021-11-18 | Peel Hunt Limited | Reiteration | Reiterate | |
| 2021-11-18 | Liberum Capital | Reiteration | Reiterate | |
| 2021-10-27 | Shore Capital | Hold | Reiterate | |
| 2021-10-06 | RBC Capital Markets | Sector Perform | Downgrade | |
| 2021-07-23 | RBC Capital Markets | Outperform | Reiterate | |
| 2021-06-16 | Numis | Add | Reiterate | |
| 2021-06-12 | RBC Capital Markets | Outperform | Reiterate | |
| 2021-05-21 | Shore Capital | Hold | Reiterate | |
| 2021-03-01 | Shore Capital | Hold | Downgrade | |
| 2021-01-21 | Shore Capital | Hold | Reiterate | |
| 2020-11-20 | Shore Capital | Hold | Reiterate | |
| 2020-09-14 | Shore Capital | Hold | Reiterate | |
| 2020-07-22 | Berenberg Bank | Hold | Reiterate | |
| 2020-01-23 | Shore Capital | Hold | Reiterate | |
| 2020-01-23 | JP Morgan Cazenove | Neutral | Downgrade | |
| 2020-01-23 | Canaccord Genuity | Sell | Downgrade | |
| 2020-01-22 | Berenberg Bank | Hold | Reiterate | |
| 2019-11-22 | Berenberg Bank | Buy | Reiterate | |
| 2019-11-13 | Canaccord Genuity | Hold | Reiterate | |
| 2019-09-27 | Shore Capital | Hold | Reiterate | |
| 2019-08-28 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2019-06-20 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2019-06-05 | Shore Capital | Hold | Reiterate | |
| 2019-05-28 | Jefferies | Hold | Reiterate | |
| 2019-05-22 | Numis | Hold | Reiterate | |
| 2019-04-23 | RBC Capital Markets | Sector Perform | Initiate | |
| 2019-03-14 | Berenberg Bank | Hold | Reiterate | |
| 2019-03-12 | Numis | Hold | Reiterate | |
| 2018-09-26 | Numis | Hold | Reiterate | |
| 2018-09-25 | Numis | Hold | Downgrade | |
| 2018-04-16 | Canaccord Genuity | Buy | Reiterate | |
| 2018-03-16 | Berenberg Bank | Hold | Downgrade | |
| 2017-11-02 | RBC Capital Markets | Outperform | Upgrade | |
| 2017-09-28 | Jefferies | Hold | Reiterate | |
| 2017-07-21 | Numis Securities | Hold | Reiterate | |
| 2017-05-19 | Shore Capital | Hold | Reiterate | |
| 2017-05-19 | Numis Securities | Buy | Reiterate | |
| 2017-05-09 | Macquarie | Underperform | Downgrade | |
| 2017-03-17 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2017-03-09 | UBS | Neutral | Reiterate | |
| 2017-02-07 | Numis | Buy | Upgrade | |
| 2017-02-01 | Barclays | Equal-weight | Downgrade | |
| 2017-01-23 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2017-01-12 | Jefferies | Hold | Reiterate | |
| 2016-11-17 | Numis | Add | Reiterate | |
| 2016-10-13 | finnCap | Buy | Reiterate | |
| 2016-10-11 | Macquarie | Neutral | Reiterate | |
| 2016-09-30 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-09-28 | Barclays | Overweight | Reiterate | |
| 2016-09-23 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2016-08-17 | Numis | Buy | Reiterate | |
| 2016-07-26 | Barclays | Overweight | Reiterate | |
| 2016-07-22 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-06-30 | Barclays | Overweight | Upgrade | |
| 2016-06-29 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-05-23 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-05-20 | Shore Capital | Hold | Reiterate | |
| 2016-04-26 | RBC Capital Markets | Underperform | Downgrade | |
| 2016-03-09 | UBS | Neutral | Reiterate | |
| 2016-03-09 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-03-08 | Shore Capital | Hold | Reiterate | |
| 2016-03-08 | Panmure Gordon | Hold | Reiterate | |
| 2016-02-23 | UBS | Neutral | Initiate | |
| 2016-02-04 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-01-28 | Barclays | Equal-weight | Reiterate | |
| 2016-01-25 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2016-01-22 | Numis | Buy | Reiterate | |
| 2015-11-23 | Numis | Add | Reiterate | |
| 2015-11-20 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-11-19 | Shore Capital | Hold | Reiterate | |
| 2015-11-19 | Panmure Gordon | Hold | Reiterate | |
| 2015-11-19 | Numis | Buy | Reiterate | |
| 2015-11-11 | Barclays | Equal-weight | Reiterate | |
| 2015-11-06 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2015-10-19 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-10-07 | Barclays | Equal-weight | Reiterate | |
| 2015-09-25 | Charles Stanley | Accumulate | Reiterate | |
| 2015-09-22 | Shore Capital | Hold | Reiterate | |
| 2015-09-22 | Panmure Gordon | Hold | Reiterate | |
| 2015-08-25 | Numis | Add | Upgrade | |
| 2015-07-24 | Shore Capital | Hold | Reiterate | |
| 2015-07-24 | Panmure Gordon | Hold | Reiterate | |
| 2015-07-24 | Numis | Hold | Reiterate | |
| 2015-07-24 | Canaccord Genuity | Buy | Reiterate | |
| 2015-06-29 | RBC Capital Markets | Neutral | Reiterate | |
| 2015-06-09 | Numis Securities | Hold | Reiterate | |
| 2015-05-22 | Panmure Gordon | Hold | Reiterate | |
| 2015-05-22 | Numis Securities | Hold | Reiterate | |
| 2015-05-06 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-03-20 | Canaccord Genuity | Buy | Upgrade | |
| 2015-03-12 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2015-03-12 | Barclays | Overweight | Reiterate | |
| 2015-03-11 | Numis Securities | Reduce | Reiterate | |
| 2015-03-10 | Shore Capital | Hold | Reiterate | |
| 2015-03-10 | Numis Securities | Reduce | Downgrade | |
| 2015-03-09 | Canaccord Genuity | Buy | Reiterate | |
| 2015-01-26 | UBS | Neutral | Reiterate | |
| 2015-01-23 | Shore Capital | Hold | Reiterate | |
| 2015-01-23 | Numis Securities | Hold | Reiterate | |
| 2014-11-21 | Barclays | Overweight | Reiterate | |
| 2014-11-20 | Shore Capital | Hold | Reiterate | |
| 2014-11-20 | Panmure Gordon | Hold | Reiterate | |
| 2014-11-20 | Numis Securities | Hold | Reiterate | |
| 2014-11-20 | Liberum Capital | Buy | Reiterate | |
| 2014-11-20 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-11-20 | Canaccord Genuity | Buy | Reiterate | |
| 2014-10-20 | Shore Capital | Hold | Reiterate | |
| 2014-10-20 | Liberum Capital | Buy | Reiterate | |
| 2014-09-25 | JP Morgan Cazenove | Neutral | Reiterate | |
| 2014-09-24 | UBS | Neutral | Reiterate | |
| 2014-09-24 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-09-24 | Berenberg Bank | Buy | Reiterate | |
| 2014-09-24 | Barclays | Overweight | Reiterate | |
| 2014-09-23 | Panmure Gordon | Hold | Reiterate | |
| 2014-09-23 | Numis Securities | Hold | Reiterate | |
| 2014-09-23 | Liberum Capital | Buy | Reiterate | |
| 2014-09-23 | Canaccord Genuity | Buy | Reiterate | |
| 2014-09-02 | Berenberg Bank | Buy | Reiterate | |
| 2014-07-28 | Nomura | Buy | Reiterate | |
| 2014-07-24 | Numis Securities | Hold | Reiterate | |
| 2014-07-24 | Canaccord Genuity | Buy | Reiterate | |
| 2014-06-05 | Liberum Capital | Buy | Initiate | |
| 2014-05-27 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-05-23 | Numis Securities | Hold | Reiterate | |
| 2014-03-20 | Canaccord Genuity | Buy | Upgrade | |
| 2014-03-12 | UBS | Neutral | Reiterate | |
| 2014-03-12 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-03-12 | Berenberg Bank | Buy | Reiterate | |
| 2014-03-11 | Numis Securities | Hold | Reiterate | |
| 2014-03-11 | Canaccord Genuity | Hold | Reiterate | |
| 2014-03-06 | Canaccord Genuity | Hold | Downgrade | |
| 2014-01-27 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2014-01-24 | Numis Securities | Reduce | Reiterate | |
| 2014-01-24 | Canaccord Genuity | Buy | Upgrade | |
| 2014-01-20 | Canaccord Genuity | Hold | Reiterate | |
| 2013-11-22 | Numis Securities | Reduce | Reiterate | |
| 2013-11-21 | Panmure Gordon | Hold | Reiterate | |
| 2013-11-21 | Numis Securities | Reduce | Reiterate | |
| 2013-11-21 | Canaccord Genuity | Buy | Reiterate | |
| 2013-10-09 | Berenberg Bank | Buy | Reiterate | |
| 2013-09-25 | Numis Securities | Reduce | Downgrade | |
| 2013-09-25 | JP Morgan Cazenove | Overweight | Reiterate | |
| 2013-09-24 | Panmure Gordon | Hold | Reiterate | |
| 2013-09-24 | Canaccord Genuity | Buy | Reiterate | |
| 2013-09-23 | Shore Capital | Hold | Reiterate | |
| 2013-08-29 | Panmure Gordon | Buy | Initiate | |
| 2013-07-25 | Numis Securities | Hold | Reiterate | |
| 2013-07-24 | Shore Capital | Hold | Reiterate | |
| 2013-07-24 | Canaccord Genuity | Buy | Reiterate | |
| 2023-03-15 | RBC Capital Markets | Outperform | Reiterate | |
| 2023-03-14 | Shore Capital | Buy | Reiterate | |
| 2023-03-14 | Peel Hunt Limited | Hold | Reiterate | |
| 2023-04-12 | Berenberg Bank | Buy | Reiterate | |
| 2023-05-24 | Berenberg Bank | Buy | Reiterate | |
| 2023-05-24 | Shore Capital | Buy | Reiterate | |
| 2024-02-01 | Shore Capital | Buy | Reiterate | |
| 2024-03-20 | RBC Capital Markets | Sector Perform | Reiterate | |
| 2023-12-04 | Shore Capital | Buy | Reiterate | |
| 2023-09-26 | Peel Hunt Limited | Hold | Reiterate | |
| 2024-02-15 | Berenberg Bank | Buy | Reiterate | |
| 2023-11-16 | Shore Capital | Buy | Reiterate | |
| 2023-09-26 | Berenberg Bank | Buy | Reiterate | |
| 2023-09-20 | Shore Capital | Buy | Reiterate | |
| 2024-03-20 | Shore Capital | Hold | Reiterate | |
| 2024-05-22 | Shore Capital | Buy | Reiterate | |
| 2024-02-21 | Canaccord Genuity | Speculative Buy | Reiterate | |
| 2024-07-05 | Deutsche | Buy | Initiate | |
| 2025-07-25 | Shore Capital | Hold | Reiterate | |
| 2024-10-25 | Shore Capital | Buy | Reiterate | |
| 2024-11-21 | Shore Capital | Buy | Reiterate | |
| 2025-02-13 | Deutsche | Hold | Reiterate | |
| 2024-10-16 | Shore Capital | Buy | Reiterate | |
| 2024-11-22 | Deutsche | Buy | Reiterate | |
| 2024-09-16 | Shore Capital | Buy | Reiterate | |
| 2025-03-27 | Keefe, Bruyette & Woods | Outperform | Reiterate | |
| 2025-01-07 | Shore Capital | Buy | Reiterate | |
| 2025-05-21 | Shore Capital | Buy | Reiterate | |
| 2025-07-09 | Shore Capital | Hold | Reiterate | |
| 2025-07-25 | Peel Hunt Limited | Hold | Reiterate | |
| 2025-08-04 | Canaccord Genuity | Buy | Reiterate |
