Investec plc

Investec plc - ROEverified

INVR.L

Investec plc functions as a specialized banking and wealth management firm, delivering a broad spectrum of financial products and services across the United Kingdom and internationally. Its wealth and investment division offers comprehensive solutions, including investments, savings, financial planning, and pension/retirement services, catering to private individuals, professional advisors, charities, and trusts. The company's specialist banking segment provides private banking services—such as lending, private capital, transactional banking, savings, and foreign exchange—along with corporate and investment banking solutions like lending, advisory services, treasury and risk management, inst...[Read more]

Industry

Financial - Capital Markets

IPO Date

2008-07-10

Stock Exchange

LSE

Ticker

INVR.L

The ROE as of September 2026 (TTM) for Investec plc (INVR.L) is 5.98%

According to Investec plc’s latest financial reports and current stock price. The company's current ROE is 5.98%. This represents a change of 32.27% compared to the average of 4.52% of the last 4 quarters.

Investec plc (INVR.L) Historical ROE (quarterly & annually)

How has INVR.L ROE performed in the past?

The mean historical ROE of Investec plc over the last ten years is 11.16%. The current 5.98% ROE has changed -46.39% with respect to the historical average. Over the past ten years (40 quarters), INVR.L's ROE was at its highest in in the March 2020 quarter at 21.81%. The ROE was at its lowest in in the March 2026 quarter at -0.27%.

Quarterly (TTM)
Annual

Average

11.16%

Median

11.07%

Minimum

5.60%

Maximum

17.19%

Investec plc (INVR.L) ROE by Quarter and Year

Discovering the peaks and valleys of Investec plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 72.47%

Maximum Annual ROE = 17.19%

Minimum Annual Increase = -65.88%

Minimum Annual ROE = 5.60%

Quarterly (TTM)
Annual
YearROEChange
20265.60%-4.47%
20255.87%-65.88%
202417.19%0.19%
202317.16%72.47%
20229.95%63.47%
20216.09%-62.00%
202016.01%39.31%
201911.50%7.93%
201810.65%-8.15%
201711.60%6.58%

Investec plc (INVR.L) Average ROE

How has INVR.L ROE performed in the past?

The current ROE of Investec plc (INVR.L) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

9.55%

5-year avg

11.15%

10-year avg

11.16%

Investec plc (INVR.L) ROE vs. Peers

How is INVR.L’s ROE compared to its peers?

Investec plc’s ROE is less than Investec Group (13.45%), less than IG Group Holdings plc (19.99%), less than Aberdeen Group plc (7.37%), less than Lion Finance Group PLC (27.08%), less than Hiscox Ltd (16.17%), less than Plus500 Ltd. (48.99%), less than Alliance Witan Ord (11.76%), less than Petershill Partners PLC (16.42%), less than TP ICAP Group plc (9.51%), less than Alpha Group International plc (37.13%),

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Frequently asked questions❓

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