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LON:ARBB

Arbuthnot Banking Group Ord Shs

OPPORTUNISTIC BUY 2026-08-01 Updated today 840.00p Financial Services - Banks - RegionalAWAIT ENTRY
63

Position levels

Currenttoday
840.00p
Buy <=wait / entry
773.33p
Trim >=take some off
920.00p
Thesis breakA confirmed deterioration in UK mortgage book credit quality driving a material ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case31%100 / 10031.0
Base case48%62 / 10029.8
Bear case21%10 / 1002.1
Weighted conviction63 / 100 - OPPORTUNISTIC BUY

Top risks

  • FY2024 earnings decline with EPS at UKGBP 1.52 (down from UKGBP 2.23) and revenue down 1.9%
  • First-half profit of GBP 11.0m with raised dividend
  • Insider purchase by Henry Angest of approximately 70k shares at UKGBP 9.75
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