The firm typically invests in companies in technology, healthcare and financial sectors. As of September 2025, the company achieved a 25% increase in assets under management to an all-time high of £26.7bn. The overall consensus recommendation for Polar Capital Holdings is Buy.
Cyborg Score Rationale
AUM increased to £28.4bn in Q3 FY26 with investment performance contributing significantly, driving up performance fees. Technology strategies representing circa 51% of AUM have outperformed the Dow Jones Global Technology benchmark substantially over multiple timeframes. The company maintains strong dividend yield but operates in a competitive asset management landscape.
Top Insights
AUM reached an all-time high of £26.7bn in H1 FY26, representing 25% growth
Technology strategies (51% of AUM) have significantly outperformed the Dow Jones Global Technology Index recently
Dividend yield was 10.77% in 2024, making it an attractive income play
Analyst consensus price target of 668.33p implies 5.75% upside from recent trading levels
Named Competitors
Global Asset Management — Multinational institutional asset manager
Specialist Fund Management — UK-based specialist fund manager
Alternative & Long-Only Funds — Edinburgh-based global asset manager
Recent Developments
(December 2025) AUM grew to £28.4bn in Q3 FY26 with investment performance as primary driver
(November 2025) Interim results showed seamless CEO leadership transition and improved fund performance
(March 2026) Technical rating shows "strong buy" with positive momentum across timeframes
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