Investec plc

Investec plcverified

INVR.L

Investec plc, a specialist bank and wealth manager, provides various financial products and services in the United Kingdom and internationally. It offers wealth and investment services, such as investments and savings, financial planning, and pensions and retirement services to private clients, professional advisors, charities, and trusts. The company also provides specialist banking products and services comprising private banking services, including lending, private capital, transactional banking, savings, and foreign exchange; corporate and investment banking services, such as lending, advisory, and treasury and risk management solutions, as well as institutional research, sales, and trad...[Read more]

Industry

Financial - Capital Markets

IPO Date

2008-07-10

Stock Exchange

LSE

Ticker

INVR.L

The ROE as of December 2025 (TTM) for Investec plc (INVR.L) is 13.66%

According to Investec plc’s latest financial reports and current stock price. The company's current ROE is 13.66%. This represents a change of 133.95% compared to the average of 5.84% 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 11.69%. The current 13.66% ROE has changed 16.84% 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 2015 quarter at 1.95%.

Quarterly (TTM)
Annual

Average

11.69%

Median

11.19%

Minimum

5.87%

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 = 5.87%

Quarterly (TTM)
Annual
YearROEChange
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%
201610.88%56.51%

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

13.41%

5-year avg

11.25%

10-year avg

11.69%

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 (14.36%), less than IG Group Holdings plc (20.91%), less than Abrdn Plc (6.43%), less than Lion Finance Group PLC (27.77%), less than Hiscox Ltd (15.89%), less than Plus500 Ltd. (43.61%), less than Alliance Witan Ord (2.59%), less than Petershill Partners PLC (18.13%), less than TP ICAP Group PLC (8.75%), less than Alpha Group International plc (28.08%),

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