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LON:BPM

B.P. Marsh & Partners plc

OPPORTUNISTIC BUY Analysis generated 2026-10-28 Market data as of 2026-11-13 Market data 2 days old 670.29p Financial Services - Asset ManagementAWAIT ENTRY
ACTIONABLEMethodology gates passed
59

Position levels

Currenttoday
670.29p
Buy <=wait / entry
656.67p
Trim >=take some off
750.00p
Thesis breakA material reduction in NAV, a dilutive equity raise, or withdrawal or deferral ...
-

Scenario-weighted conviction

ProbabilityScoreContribution
Bull case25%100 / 10025.0
Base case50%62 / 10031.0
Bear case25%10 / 1002.5
Weighted conviction59 / 100 - OPPORTUNISTIC BUY

Top risks

  • M&A activity including two disposals totalling GBP 30.7m and eight new equity investments completed
  • Record GBP 13.0m dividends paid or proposed including special dividend from Stewart Specialty Risk Underwriting sale
  • NAV growth of GBP 33.8m (10.3%) to GBP 360.2m with NAV per share at 1009.9p
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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