JP Morgan Cazenove
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Coverage
157
in 1 Jun 2025 → 1 Jun 2026
Tips (30d)
490 (28)
Avg upside
24.1%
Up/Down ratio
0.0
latest vs previous per EPIC
Period
01 Jun 2025 → 01 Jun 2026
Activity timeline
Recommendation Mix
Coverage universe (top companies)
| Company | EPIC | Tips | Date (latest) | Recommendation | Latest target | Current price | Upside % |
|---|---|---|---|---|---|---|---|
| Auto Trader Group PLC | AUTO | 5 | 22/05/2026 | Underweight | 445p | 447.9p | -0.6% |
| Hochschild Mining PLC | HOC | 5 | 07/04/2026 | Overweight | 950p | 592.5p | 60.3% |
| Aberdeen Group PLC | ABDN | 4 | 29/04/2026 | Overweight | 240p | 247p | -2.8% |
| Antofagasta PLC | ANTO | 4 | 26/05/2026 | Neutral | 3400p | 4408p | -22.9% |
| BHP Group PLC | BHP | 4 | 26/05/2026 | Neutral | 3400p | 3465p | -1.9% |
| Fresnillo PLC | FRES | 4 | 07/04/2026 | Overweight | 5400p | 3290p | 64.1% |
| St James's Place PLC | STJ | 4 | 30/04/2026 | Overweight | 1663p | 1197p | 38.9% |
| Trainline PLC | TRN | 4 | 07/05/2026 | Underweight | 220p | 226p | -2.7% |
| Travis Perkins PLC | TPK | 4 | 19/05/2026 | Overweight | 630p | 537.5p | 17.2% |
| Anglo American PLC | AAL | 3 | 26/05/2026 | Underweight | 3160p | 4225p | -25.2% |
| AstraZeneca PLC | AZN | 3 | 15/01/2026 | Overweight | 13214p | — | |
| Bodycote PLC | BOY | 3 | 19/03/2026 | Neutral | 700p | 826.5p | -15.3% |
| Computacenter PLC | CCC | 3 | 27/04/2026 | Overweight | 4000p | 4526p | -11.6% |
| Genuit Group PLC | GEN | 3 | 26/05/2026 | Overweight | 440p | 253.8p | 73.4% |
| HSBC Holdings PLC | HSBA | 3 | 08/05/2026 | Neutral | 1370p | 1409.8p | -2.8% |
Target accuracy
Hits (first reach of target)
| Date | Company | Tip | Target | Hit | Days |
|---|---|---|---|---|---|
| 03/12 | Baltic Classifieds Group PLC | 219.5p | 208p | 04/12 | 1 |
| 03/12 | Rightmove PLC | 532.4p | 527p | 04/12 | 1 |
| 22/01 | Hochschild Mining PLC | 677p | 690p | 23/01 | 1 |
| 11/03 | Harbour Energy PLC | 270.2p | 278p | 12/03 | 1 |
| 05/12 | B&M European Value Retail SA | 166.75p | 163p | 08/12 | 3 |
| 12/01 | Trainline PLC | 218.6p | 215p | 15/01 | 3 |
| 19/01 | Hochschild Mining PLC | 580p | 670p | 22/01 | 3 |
| 04/12 | Vistry Group PLC | 655p | 640p | 08/12 | 4 |
| 23/01 | B&M European Value Retail SA | 161.6p | 170p | 27/01 | 4 |
| 07/05 | Trainline PLC | 234.8p | 220p | 11/05 | 4 |
| 22/05 | Auto Trader Group PLC | 454.4p | 445p | 26/05 | 4 |
| 05/05 | Hiscox Ltd | 1523p | 1800p | 15/05 | 10 |
| 27/04 | Computacenter PLC | 3800p | 4000p | 08/05 | 11 |
| 04/12 | Vesuvius PLC | 388.4p | 390p | 17/12 | 13 |
| 15/04 | easyJet PLC | 391p | 350p | 29/04 | 14 |
| 30/03 | Whitbread PLC | 2292p | 2500p | 14/04 | 15 |
| 04/02 | M&G PLC | 310.1p | 320p | 20/02 | 16 |
| 13/04 | Severn Trent PLC | 3184p | 3225p | 30/04 | 17 |
| 13/04 | United Utilities Group PLC | 1362p | 1450p | 30/04 | 17 |
| 26/01 | Travis Perkins PLC | 663p | 712p | 13/02 | 18 |
Misses (@ 90d window)
| Date | Company | Tip | Target | Px@Eval | Gap% |
|---|---|---|---|---|---|
| 18/03 | St James's Place PLC | 1272.5p | 625p | 1218.5p | 95.0% |
| 05/12 | Future PLC | 634p | 1235p | 435p | 64.8% |
| 04/12 | Softcat PLC | 1493p | 2950p | 1142p | 61.3% |
| 12/01 | YouGov PLC | 244.5p | 380p | 166.4p | 56.2% |
| 25/03 | YouGov PLC | 162.6p | 350p | 166.4p | 52.5% |
| 16/01 | RELX PLC | 3094p | 5070p | 2477p | 51.1% |
| 10/03 | Vistry Group PLC | 414.7p | 530p | 263.4p | 50.3% |
| 03/12 | YouGov PLC | 247p | 385p | 194.6p | 49.5% |
| 05/01 | Bridgepoint Group PLC | 289.4p | 415p | 233.6p | 43.7% |
| 03/12 | Hanover Insurance Group Inc | 45.9p | 55p | 31.48p | 42.8% |
| 03/12 | Informa PLC | 947p | 1345p | 779p | 42.1% |
| 12/01 | Informa PLC | 886.8p | 1330p | 774.4p | 41.8% |
| 26/05 | Genuit Group PLC | 259p | 440p | 259p | 41.1% |
| 03/12 | Discoverie Group PLC | 585p | 1000p | 590p | 41.0% |
| 29/04 | Anglo American PLC | 3515p | 2780p | 3911p | 40.7% |
| 14/05 | Flutter Entertainment PLC | 6950p | 11500p | 6950p | 39.6% |
| 07/04 | Fresnillo PLC | 3367p | 5400p | 3306p | 38.8% |
| 19/05 | Vistry Group PLC | 254.6p | 430p | 263.4p | 38.7% |
| 28/04 | Marston's PLC | 50.3p | 81p | 50.3p | 37.9% |
| 14/05 | Babcock International Group PLC | 975.4p | 1500p | 957p | 36.2% |
Biggest calls (by implied upside)
| Date | Company | Tip | Target | Upside% |
|---|---|---|---|---|
| 25/03 | YouGov PLC | 162.6p | 350p | 115.3% |
| 04/12 | Softcat PLC | 1493p | 2950p | 97.6% |
| 05/12 | Future PLC | 634p | 1235p | 94.8% |
| 03/12 | Discoverie Group PLC | 585p | 1000p | 70.9% |
| 26/05 | Genuit Group PLC | 259p | 440p | 69.9% |
| 19/05 | Vistry Group PLC | 254.6p | 430p | 68.9% |
| 14/05 | Flutter Entertainment PLC | 6950p | 11500p | 65.5% |
| 16/01 | RELX PLC | 3094p | 5070p | 63.9% |
| 29/01 | London Stock Exchange Group PLC | 8118p | 13200p | 62.6% |
| 28/04 | Marston's PLC | 50.3p | 81p | 61.0% |
| 07/04 | Fresnillo PLC | 3367p | 5400p | 60.4% |
| 07/04 | Hochschild Mining PLC | 601.5p | 950p | 57.9% |
| 03/12 | YouGov PLC | 247p | 385p | 55.9% |
| 12/01 | YouGov PLC | 244.5p | 380p | 55.4% |
| 14/05 | Babcock International Group PLC | 975.4p | 1500p | 53.8% |
| 10/04 | London Stock Exchange Group PLC | 8968p | 13700p | 52.8% |
| 12/01 | Informa PLC | 886.8p | 1330p | 50.0% |
| 13/04 | UNITE Group PLC | 461.2p | 690p | 49.6% |
| 22/05 | ConvaTec Group PLC | 197p | 294p | 49.2% |
| 12/03 | Hochschild Mining PLC | 664.5p | 990p | 49.0% |
Big moves (Top 10)
| Date | Company | EPIC | Price at Tip | Target | Upside % | Opinion |
|---|---|---|---|---|---|---|
| 25/03/2026 | YouGov PLC | YOU | 162.6p | 350p | +115.25% | Overweight |
| 04/12/2025 | Softcat PLC | SCT | 1493p | 2950p | +97.59% | Overweight |
| 05/12/2025 | Future PLC | FUTR | 634p | 1235p | +94.79% | Overweight |
| 03/12/2025 | Discoverie Group PLC | DSCV | 585p | 1000p | +70.94% | Buy |
| 26/05/2026 | Genuit Group PLC | GEN | 259p | 440p | +69.88% | Overweight |
| 19/05/2026 | Vistry Group PLC | VTY | 254.6p | 430p | +68.89% | Neutral |
| 14/05/2026 | Flutter Entertainment PLC | FLTR | 6950p | 11500p | +65.47% | Overweight |
| 16/01/2026 | RELX PLC | REL | 3094p | 5070p | +63.87% | Overweight |
| 29/01/2026 | London Stock Exchange Group PLC | LSEG | 8118p | 13200p | +62.6% | Overweight |
| 28/04/2026 | Marston's PLC | MARS | 50.3p | 81p | +61.03% | Overweight |
Quality of coverage by sector
| Sector | Companies | Tips | Share (%) | Avg upside (%) | Last tip |
|---|---|---|---|---|---|
| Mining | 8 | 27 | 13.6 | 24.0 | 26/05/2026 |
| Financial Services | 7 | 14 | 7.0 | 23.8 | 08/05/2026 |
| Media | 6 | 14 | 7.0 | 48.8 | 22/05/2026 |
| Travel and Leisure | 8 | 13 | 6.5 | 26.8 | 14/05/2026 |
| Banks | 6 | 11 | 5.5 | 16.3 | 08/05/2026 |
| Household Goods and Home Construction | 6 | 10 | 5.0 | 33.5 | 19/05/2026 |
| Life Insurance | 5 | 10 | 5.0 | 28.1 | 29/05/2026 |
| Industrial Engineering | 4 | 9 | 4.5 | 16.9 | 13/05/2026 |
| Software and Computer Services | 5 | 9 | 4.5 | 24.7 | 27/04/2026 |
| Oil: Crude Producers | 4 | 8 | 4.0 | 17.4 | 08/04/2026 |
| Support Services | 4 | 8 | 4.0 | 21.3 | 19/05/2026 |
| Gas, Water and Multiutilities | 5 | 7 | 3.5 | 11.6 | 15/05/2026 |
| General Retailers | 6 | 7 | 3.5 | 21.8 | 12/05/2026 |
| Food and Drug Retailers | 3 | 6 | 3.0 | 12.9 | 17/04/2026 |
| General Industrials | 3 | 6 | 3.0 | 23.8 | 22/05/2026 |
| Construction and Materials | 2 | 5 | 2.5 | 35.4 | 26/05/2026 |
| Electronic and Electrical Equipment | 4 | 5 | 2.5 | 29.6 | 11/03/2026 |
| Pharmaceuticals and Biotechnology | 2 | 4 | 2.0 | 3.6 | 15/01/2026 |
| Forestry and Paper | 1 | 3 | 1.5 | 23.0 | 27/04/2026 |
| Industrial Support Services | 1 | 3 | 1.5 | 31.4 | 17/04/2026 |
| Real Estate Investment Trusts | 3 | 3 | 1.5 | 24.4 | 13/04/2026 |
| Beverages | 2 | 2 | 1.0 | 0.0 | 22/01/2026 |
| Fixed Line Telecommunications | 1 | 2 | 1.0 | 0.0 | 08/05/2026 |
| Food Producers | 1 | 2 | 1.0 | 4.4 | 22/04/2026 |
| Industrial Materials | 1 | 2 | 1.0 | 12.9 | 21/01/2026 |
| N/A | 1 | 2 | 1.0 | 19.8 | 19/01/2026 |
| Aerospace and Defense | 1 | 1 | 0.5 | 31.3 | 07/04/2026 |
| Chemicals | 1 | 1 | 0.5 | 11.6 | 18/03/2026 |
| Electricity | 1 | 1 | 0.5 | 9.3 | 01/04/2026 |
| Health Care Equipment and Services | 1 | 1 | 0.5 | 49.2 | 22/05/2026 |
| Mobile Telecommunications | 1 | 1 | 0.5 | 0.0 | 19/03/2026 |
| Nonlife Insurance | 1 | 1 | 0.5 | 18.2 | 05/05/2026 |
| Personal Goods | 1 | 1 | 0.5 | 0.0 | 15/05/2026 |
Broker Tips
| Date | EPIC | Company | Opinion | Price | Old Target | New Target | Type |
|---|---|---|---|---|---|---|---|
| 29/05/2026 | AV. | Aviva PLC | Neutral | 613.2p | 725p | 715p | Reiteration |
| 26/05/2026 | AAL | Anglo American PLC | Underweight | 3911p | 2780p | 3160p | Reiteration |
| 26/05/2026 | ANTO | Antofagasta PLC | Neutral | 4075p | 3200p | 3400p | Reiteration |
| 26/05/2026 | BHP | BHP Group PLC | Neutral | 3196p | 2600p | 3400p | Upgrade |
| 26/05/2026 | GEN | Genuit Group PLC | Overweight | 259p | 465p | 440p | Reiteration |
| 26/05/2026 | GLEN | Glencore PLC | Neutral | 585.5p | 500p | 560p | Reiteration |
| 26/05/2026 | RIO | Rio Tinto PLC | Neutral | 7928p | 7200p | 8280p | Upgrade |
| 22/05/2026 | AUTO | Auto Trader Group PLC | Underweight | 454.4p | 515p | 445p | Reiteration |
| 22/05/2026 | CTEC | ConvaTec Group PLC | Overweight | 197p | 307p | 294p | Reiteration |
| 22/05/2026 | SMIN | Smiths Group PLC | Overweight | 2498p | 2830p | 2810p | Reiteration |
| 19/05/2026 | TPK | Travis Perkins PLC | Overweight | 512p | 680p | 630p | Reiteration |
| 19/05/2026 | VTY | Vistry Group PLC | Neutral | 254.6p | 530p | 430p | Reiteration |
| 15/05/2026 | BRBY | Burberry Group PLC | Underweight | 1061.5p | 950p | 980p | Reiteration |
| 15/05/2026 | CNA | Centrica PLC | Overweight | 189.25p | 245p | 235p | Reiteration |
| 15/05/2026 | SDLF | Standard Life | Overweight | 773.5p | 620p | 950p | Reiteration |
| 14/05/2026 | BAB | Babcock International Group PLC | Overweight | 975.4p | 1700p | 1500p | Reiteration |
| 14/05/2026 | FLTR | Flutter Entertainment PLC | Overweight | 6950p | 12700p | 11500p | Downgrade |
| 13/05/2026 | IMI | IMI PLC | Overweight | 2696p | 3100p | 3050p | Reiteration |
| 12/05/2026 | ASC | ASOS PLC | Neutral | 222p | 240p | 285p | Reiteration |
| 08/05/2026 | BT.A | BT Group PLC | Overweight | 300p | 310p | Reiteration | |
| 08/05/2026 | EDV | Endeavour Mining PLC | Overweight | 4797p | 5900p | 5700p | Reiteration |
| 08/05/2026 | HSBA | HSBC Holdings PLC | Neutral | 1319.8p | 1360p | 1370p | Reiteration |
| 08/05/2026 | MNG | M&G PLC | Neutral | 302.5p | 315p | 325p | Reiteration |
| 07/05/2026 | NG. | National Grid PLC | Overweight | 1273.4p | 1450p | 1440p | Reiteration |
| 07/05/2026 | TRN | Trainline PLC | Underweight | 234.8p | 230p | 220p | Reiteration |
| 06/05/2026 | STAN | Standard Chartered PLC | Overweight | 1906p | 2200p | 2220p | Reiteration |
| 05/05/2026 | HSX | Hiscox Ltd | Overweight | 1523p | 1600p | 1800p | Reiteration |
| 05/05/2026 | JET2 | Jet2 PLC | Neutral | 1116p | 1300p | 1200p | Reiteration |
| 30/04/2026 | STJ | St James's Place PLC | Overweight | 1218.5p | 1686p | 1663p | Reiteration |
| 29/04/2026 | ABDN | Aberdeen Group PLC | Overweight | 207.8p | 234p | 240p | Reiteration |
| 29/04/2026 | AAL | Anglo American PLC | Underweight | 3515p | 2770p | 2780p | Reiteration |
| 29/04/2026 | TW. | Taylor Wimpey PLC | Neutral | 76.34p | 120p | 100p | Reiteration |
| 28/04/2026 | MARS | Marston's PLC | Overweight | 50.3p | 85p | 81p | Reiteration |
| 27/04/2026 | CCC | Computacenter PLC | Overweight | 3800p | 3500p | 4000p | Reiteration |
| 27/04/2026 | MNDI | Mondi PLC | Neutral | 738p | 990p | 1040p | Reiteration |
| 23/04/2026 | BHP | BHP Group PLC | Neutral | 2980p | 2500p | 2600p | Reiteration |
| 22/04/2026 | ABF | Associated British Foods PLC | Neutral | 1853.5p | 1940p | 1780p | Reiteration |
| 22/04/2026 | PRU | Prudential PLC | Overweight | 1129.5p | 1450p | 1480p | Reiteration |
| 22/04/2026 | RIO | Rio Tinto PLC | Neutral | 7458p | 7030p | 7200p | Reiteration |
| 21/04/2026 | ABDN | Aberdeen Group PLC | Overweight | 210.7p | 242p | 234p | Reiteration |
| 21/04/2026 | BCG | Baltic Classifieds Group PLC | Underweight | 200.6p | 182p | 178p | Reiteration |
| 21/04/2026 | QLT | Quilter PLC | Overweight | 180.4p | 212p | 206p | Reiteration |
| 21/04/2026 | STJ | St James's Place PLC | Overweight | 1276p | 1711p | 1686p | Reiteration |
| 17/04/2026 | TSCO | Tesco PLC | Overweight | 485.2p | 480p | 500p | Reiteration |
| 17/04/2026 | WISE | Wise Class A | Overweight | 1090.5p | 1225p | 1260p | Reiteration |
| 15/04/2026 | CRH | CRH PLC | Overweight | 8578p | 10430p | 10366p | Reiteration |
| 15/04/2026 | EZJ | easyJet PLC | Underweight | 391p | 400p | 350p | Reiteration |
| 15/04/2026 | WIZZ | Wizz Air Holding PLC | Neutral | 996.5p | 1200p | 1100p | Reiteration |
| 14/04/2026 | TRN | Trainline PLC | Underweight | 235p | 235p | 230p | Reiteration |
| 13/04/2026 | LLOY | Lloyds Banking Group PLC | Neutral | 100.66p | 171p | 121p | Reiteration |
| 13/04/2026 | NWG | NatWest Group PLC | Overweight | 612.6p | 750p | 780p | Reiteration |
| 13/04/2026 | PNN | Pennon Group PLC | Neutral | 545p | 565p | 615p | Reiteration |
| 13/04/2026 | SVT | Severn Trent PLC | Neutral | 3184p | 2975p | 3225p | Reiteration |
| 13/04/2026 | UTG | UNITE Group PLC | Overweight | 461.2p | 710p | 690p | Reiteration |
| 13/04/2026 | UU. | United Utilities Group PLC | Neutral | 1362p | 1300p | 1450p | Reiteration |
| 10/04/2026 | ANTO | Antofagasta PLC | Neutral | 3788p | 3100p | 3200p | Reiteration |
| 10/04/2026 | LSEG | London Stock Exchange Group PLC | Overweight | 8968p | 13600p | 13700p | Reiteration |
| 09/04/2026 | PSON | Pearson PLC | Overweight | 1010p | 1420p | 1430p | Reiteration |
| 08/04/2026 | ENQ | EnQuest PLC | Overweight | 19p | 24p | 25p | Reiteration |
| 08/04/2026 | HBR | Harbour Energy PLC | Neutral | 272p | 278p | 318p | Reiteration |
| 08/04/2026 | PHP | Primary Health Properties PLC | Neutral | 95.65p | 100p | 105p | Reiteration |
| 07/04/2026 | EDV | Endeavour Mining PLC | Outperform | 4529p | 6300p | 5900p | Downgrade |
| 07/04/2026 | FRES | Fresnillo PLC | Overweight | 3367p | 5500p | 5400p | Reiteration |
| 07/04/2026 | HOC | Hochschild Mining PLC | Overweight | 601.5p | 990p | 950p | Reiteration |
| 07/04/2026 | RR. | Rolls-Royce Group PLC | Overweight | 1142.6p | 1320p | 1500p | Reiteration |
| 02/04/2026 | BKG | Berkeley Group Holdings (The) PLC | Overweight | 3168p | 5000p | 4200p | Reiteration |
| 02/04/2026 | BP. | BP PLC | Neutral | 591.2p | 520p | 600p | Reiteration |
| 02/04/2026 | MNDI | Mondi PLC | Neutral | 847.4p | 900p | 990p | Reiteration |
| 02/04/2026 | SHEL | Shell PLC | Overweight | 3543.5p | 3600p | 3900p | Reiteration |
| 02/04/2026 | SWR | Smurfit Westrock | Overweight | 2941p | 5000p | 4200p | Reiteration |
| 01/04/2026 | IMI | IMI PLC | Overweight | 2627.77p | 3330p | 3100p | Reiteration |
| 01/04/2026 | NG. | National Grid PLC | Overweight | 1294.5p | 1250p | 1450p | Reiteration |
| 01/04/2026 | SSE | SSE PLC | Overweight | 2676p | 2580p | 2925p | Reiteration |
| 30/03/2026 | WTB | Whitbread PLC | Neutral | 2292p | 2550p | 2500p | Reiteration |
| 27/03/2026 | DPLM | Diploma PLC | Neutral | 5845p | 5120p | 5760p | Reiteration |
| 26/03/2026 | MNG | M&G PLC | Neutral | 276.3p | 320p | 315p | Reiteration |
| 26/03/2026 | PRU | Prudential PLC | Overweight | 1057.5p | 1500p | 1450p | Reiteration |
| 25/03/2026 | YOU | YouGov PLC | Overweight | 162.6p | 380p | 350p | Reiteration |
| 24/03/2026 | TPK | Travis Perkins PLC | Overweight | 565p | 712p | 680p | Reiteration |
| 23/03/2026 | SMIN | Smiths Group PLC | Overweight | 2212p | 3040p | 2830p | Reiteration |
| 19/03/2026 | ABDN | Aberdeen Group PLC | Overweight | 192p | 251p | 242p | Reiteration |
| 19/03/2026 | AUTO | Auto Trader Group PLC | Underweight | 480.6p | 630p | 515p | Reiteration |
| 19/03/2026 | BOY | Bodycote PLC | Neutral | 626p | 670p | 700p | Reiteration |
| 19/03/2026 | BT.A | BT Group PLC | Overweight | 286p | 300p | Reiteration | |
| 19/03/2026 | MOON | Moonpig Group PLC | Overweight | 216p | 275p | 285p | Reiteration |
| 19/03/2026 | QLT | Quilter PLC | Overweight | 171.4p | 223p | 212p | Reiteration |
| 19/03/2026 | RMV | Rightmove PLC | Underweight | 438.9p | 521p | 489p | Reiteration |
| 19/03/2026 | VOD | Vodafone Group PLC | Underweight | 107.65p | 71p | 85p | Reiteration |
| 18/03/2026 | STJ | St James's Place PLC | Buy | 1272.5p | 725p | 625p | Reiteration |
| 18/03/2026 | VCT | Victrex PLC | Buy | 560p | 725p | 625p | Reiteration |
| 17/03/2026 | HSBA | HSBC Holdings PLC | Neutral | 1207.2p | 1190p | 1360p | Reiteration |
| 12/03/2026 | HOC | Hochschild Mining PLC | Overweight | 664.5p | 890p | 990p | Upgrade |
| 11/03/2026 | HBR | Harbour Energy PLC | Neutral | 270.2p | 270p | 278p | Reiteration |
| 11/03/2026 | ROR | Rotork PLC | Overweight | 313.8p | 420p | 390p | Reiteration |
| 10/03/2026 | VTY | Vistry Group PLC | Neutral | 414.7p | 640p | 530p | Reiteration |
| 05/03/2026 | ENQ | EnQuest PLC | Neutral | 17.5p | 11p | 25p | Upgrade |
| 05/03/2026 | WEIR | Weir Group PLC | Buy | 3094p | 3450p | 3800p | Reiteration |
| 04/03/2026 | GRG | Greggs PLC | Overweight | 1632p | 2060p | 2050p | Reiteration |
| 04/03/2026 | SGRO | Segro PLC | Overweight | 805p | 885p | 915p | Reiteration |
| 04/03/2026 | WISE | Wise Class A | Overweight | 898p | 1385p | 1225p | Reiteration |
| 05/02/2026 | ANTO | Antofagasta PLC | Overweight | 3535p | Reiteration | ||
| 05/02/2026 | HSBA | HSBC Holdings PLC | Neutral | 1277.6p | 1060p | 1190p | Reiteration |
| 05/02/2026 | PHNX | Phoenix Group Holdings | Underweight | 749.5p | 605p | 620p | Reiteration |
| 05/02/2026 | STAN | Standard Chartered PLC | Overweight | 1847p | 1880p | 2170p | Reiteration |
| 05/02/2026 | SDLF | Standard Life | Underweight | 605p | 620p | Reiteration | |
| 04/02/2026 | BKG | Berkeley Group Holdings (The) PLC | Overweight | 4318p | 4700p | 5000p | Upgrade |
| 04/02/2026 | MNG | M&G PLC | Neutral | 310.1p | 305p | 320p | Reiteration |
| 02/02/2026 | FRES | Fresnillo PLC | Overweight | 3668p | 4700p | 4500p | Reiteration |
| 29/01/2026 | LSEG | London Stock Exchange Group PLC | Overweight | 8118p | 13100p | 13200p | Reiteration |
| 29/01/2026 | WTB | Whitbread PLC | Neutral | 2736p | 2450p | 2550p | Reiteration |
| 28/01/2026 | AUTO | Auto Trader Group PLC | Underweight | 556.8p | Reiteration | ||
| 26/01/2026 | BAB | Babcock International Group PLC | Overweight | 1454p | 1600p | 1700p | Reiteration |
| 26/01/2026 | TPK | Travis Perkins PLC | Overweight | 663p | 720p | 712p | Reiteration |
| 23/01/2026 | BME | B&M European Value Retail SA | Underweight | 161.6p | 163p | 170p | Reiteration |
| 23/01/2026 | CCC | Computacenter PLC | Overweight | 3364p | 3300p | 3500p | Reiteration |
| 22/01/2026 | DGE | Diageo PLC | Neutral | 1695p | Reiteration | ||
| 22/01/2026 | HOC | Hochschild Mining PLC | Neutral | 677p | 670p | 690p | Reiteration |
| 22/01/2026 | JD. | JD Sports Fashion PLC | No Recommendation | 84.62p | Reiteration | ||
| 22/01/2026 | WISE | Wise Class A | Overweight | 974.5p | 1375p | 1385p | Reiteration |
| 21/01/2026 | BHP | BHP Group PLC | Neutral | 2457p | 2300p | 2400p | Reiteration |
| 21/01/2026 | IPC | International Paper Company | Neutral | 3160p | 3500p | 3400p | Reiteration |
| 21/01/2026 | SWR | Smurfit Westrock | Overweight | 3092p | 4600p | 4300p | Reiteration |
| 21/01/2026 | STJ | St James's Place PLC | Overweight | 1448.5p | 1725p | 1726p | Reiteration |
| 20/01/2026 | ABDN | Aberdeen Group PLC | Overweight | 215p | 249p | 251p | Reiteration |
| 20/01/2026 | BARC | Barclays PLC | Overweight | 479.6p | 500p | 570p | Reiteration |
| 20/01/2026 | LLOY | Lloyds Banking Group PLC | Neutral | 102.4p | 102p | 117p | Reiteration |
| 20/01/2026 | NWG | NatWest Group PLC | Overweight | 651.8p | 730p | 750p | Reiteration |
| 19/01/2026 | FRES | Fresnillo PLC | Neutral | 3996p | 4300p | 4700p | Reiteration |
| 19/01/2026 | THG | Hanover Insurance Group Inc | Neutral | 41.7p | Reiteration | ||
| 19/01/2026 | HOC | Hochschild Mining PLC | Neutral | 580p | 600p | 670p | Downgrade |
| 16/01/2026 | REL | RELX PLC | Overweight | 3094p | 5070p | Reiteration | |
| 15/01/2026 | AZN | AstraZeneca PLC | Overweight | 14026p | Reiteration | ||
| 14/01/2026 | CRH | CRH PLC | Overweight | 9200p | 10256p | 10033p | Reiteration |
| 12/01/2026 | AUTO | Auto Trader Group PLC | Underweight | 581.8p | 635p | 630p | Reiteration |
| 12/01/2026 | INF | Informa PLC | Overweight | 886.8p | 1345p | 1330p | Reiteration |
| 12/01/2026 | SBRY | Sainsbury (J) PLC | Overweight | 311.4p | 350p | 345p | Reiteration |
| 12/01/2026 | TSCO | Tesco PLC | Buy | 417p | 500p | 480p | Reiteration |
| 12/01/2026 | TRN | Trainline PLC | Underweight | 218.6p | 230p | 215p | Reiteration |
| 12/01/2026 | YOU | YouGov PLC | Overweight | 244.5p | 385p | 380p | Reiteration |
| 09/01/2026 | ABF | Associated British Foods PLC | Neutral | 1859p | 2095p | 1940p | Reiteration |
| 09/01/2026 | CCH | Coca-Cola HBC AG | Overweight | 3938p | Reiteration | ||
| 09/01/2026 | MKS | Marks & Spencer Group PLC | Overweight | 353p | Reiteration | ||
| 09/01/2026 | PRU | Prudential PLC | Overweight | 1160.5p | 1325p | 1500p | Reiteration |
| 09/01/2026 | SDR | Schroders PLC | Overweight | 417.8p | Reiteration | ||
| 08/01/2026 | WIZZ | Wizz Air Holding PLC | Neutral | 1313p | 1200p | Reiteration | |
| 07/01/2026 | GEN | Genuit Group PLC | Overweight | 328.5p | Reiteration | ||
| 07/01/2026 | GSK | GSK PLC | Underweight | 1901.5p | Reiteration | ||
| 07/01/2026 | NXT | Next PLC | Neutral | 14280p | Reiteration | ||
| 07/01/2026 | REL | RELX PLC | Overweight | 3142p | Reiteration | ||
| 06/01/2026 | AZN | AstraZeneca PLC | Overweight | 14038p | Reiteration | ||
| 06/01/2026 | BOY | Bodycote PLC | Neutral | 726p | Reiteration | ||
| 05/01/2026 | BPT | Bridgepoint Group PLC | Buy | 289.4p | 395p | 415p | Reiteration |
| 05/01/2026 | FRES | Fresnillo PLC | Overweight | 3496p | 4300p | Reiteration | |
| 12/12/2025 | SSPG | SSP Group PLC | Neutral | 190p | 170p | Reiteration | |
| 05/12/2025 | BME | B&M European Value Retail SA | Underweight | 166.75p | 205p | 163p | Reiteration |
| 05/12/2025 | BGEO | Bank of Georgia Group PLC | Overweight | 9170p | 9200p | 10700p | Reiteration |
| 05/12/2025 | BP. | BP PLC | Neutral | 460p | 480p | Reiteration | |
| 05/12/2025 | FUTR | Future PLC | Overweight | 634p | 1280p | 1235p | Reiteration |
| 05/12/2025 | IPC | International Paper Company | Neutral | 2960p | 3600p | 3500p | Reiteration |
| 05/12/2025 | MNDI | Mondi PLC | Neutral | 872.6p | 840p | 970p | Reiteration |
| 05/12/2025 | NG. | National Grid PLC | Overweight | 1225p | 1250p | Reiteration | |
| 05/12/2025 | SBRY | Sainsbury (J) PLC | Overweight | 312p | 355p | 350p | Reiteration |
| 05/12/2025 | SHEL | Shell PLC | Overweight | 2760p | 3100p | 3200p | Reiteration |
| 05/12/2025 | TSCO | Tesco PLC | Overweight | 453p | 450p | 500p | Reiteration |
| 04/12/2025 | AZN | AstraZeneca PLC | Overweight | 13514p | 14000p | Reiteration | |
| 04/12/2025 | BWY | Bellway PLC | Overweight | 2708p | 3280p | 3820p | Reiteration |
| 04/12/2025 | BOY | Bodycote PLC | Neutral | 676.5p | 600p | 670p | Reiteration |
| 04/12/2025 | CCC | Computacenter PLC | Overweight | 3056p | 3000p | 3300p | Reiteration |
| 04/12/2025 | CRST | Crest Nicholson Holdings Ltd | Neutral | 137.1p | 190p | 160p | Reiteration |
| 04/12/2025 | GEN | Genuit Group PLC | Overweight | 328p | 455p | 465p | Reiteration |
| 04/12/2025 | HLMA | Halma PLC | Neutral | 3618p | 3500p | 3900p | Reiteration |
| 04/12/2025 | IMI | IMI PLC | Overweight | 2466p | 2850p | 2960p | Reiteration |
| 04/12/2025 | OXIG | Oxford Instruments PLC | Overweight | 2120p | 2500p | 2600p | Reiteration |
| 04/12/2025 | PSN | Persimmon PLC | Overweight | 1344p | 1520p | 1800p | Reiteration |
| 04/12/2025 | ROR | Rotork PLC | Overweight | 343.6p | 390p | 420p | Reiteration |
| 04/12/2025 | SGE | Sage Group (The) PLC | Overweight | 1064.5p | 1500p | 1300p | Reiteration |
| 04/12/2025 | SMIN | Smiths Group PLC | Overweight | 2458p | 2820p | 2950p | Reiteration |
| 04/12/2025 | SCT | Softcat PLC | Overweight | 1493p | 2820p | 2950p | Upgrade |
| 04/12/2025 | SPX | Spirax-Sarco Engineering PLC | Neutral | 6920p | 7500p | 7800p | Reiteration |
| 04/12/2025 | TW. | Taylor Wimpey PLC | Neutral | 140p | 120p | Reiteration | |
| 04/12/2025 | VSVS | Vesuvius PLC | Neutral | 388.4p | 340p | 390p | Reiteration |
| 04/12/2025 | VTY | Vistry Group PLC | Neutral | 655p | 570p | 640p | Reiteration |
| 04/12/2025 | WEIR | Weir Group PLC | Overweight | 2882p | 3300p | 3450p | Reiteration |
| 03/12/2025 | AAL | Anglo American PLC | Neutral | 2927p | 2760p | 3220p | Reiteration |
| 03/12/2025 | ANTO | Antofagasta PLC | Overweight | 2907p | 3400p | 3500p | Reiteration |
| 03/12/2025 | AUTO | Auto Trader Group PLC | Underweight | 622.2p | 630p | 635p | Reiteration |
| 03/12/2025 | BCG | Baltic Classifieds Group PLC | Underweight | 219.5p | 194p | 208p | Reiteration |
| 03/12/2025 | BHP | BHP Group PLC | Neutral | 2170p | 2100p | 2300p | Reiteration |
| 03/12/2025 | DSCV | Discoverie Group PLC | Buy | 585p | 1000p | Reiteration | |
| 03/12/2025 | FSG | Foresight Group Holdings Ltd | Hold | 402.5p | 480p | 480p | Reiteration |
| 03/12/2025 | GLEN | Glencore PLC | Neutral | 383.1p | 400p | 450p | Reiteration |
| 03/12/2025 | THG | Hanover Insurance Group Inc | Neutral | 45.9p | 43p | 55p | Reiteration |
| 03/12/2025 | HOC | Hochschild Mining PLC | Overweight | 414.8p | 610p | 600p | Reiteration |
| 03/12/2025 | HWDN | Howden Joinery Group PLC | Neutral | 817.5p | 884p | 900p | Reiteration |
| 03/12/2025 | INF | Informa PLC | Overweight | 947p | 1120p | 1345p | Reiteration |
| 03/12/2025 | RMV | Rightmove PLC | Underweight | 532.4p | 500p | 527p | Reiteration |
| 03/12/2025 | RIO | Rio Tinto PLC | Overweight | 5504p | 6100p | 6950p | Reiteration |
| 03/12/2025 | TRN | Trainline PLC | Underweight | 214.4p | 300p | 230p | Downgrade |
| 03/12/2025 | TPK | Travis Perkins PLC | Overweight | 611p | 670p | 720p | Reiteration |
| 03/12/2025 | YOU | YouGov PLC | Neutral | 247p | 375p | 385p | Reiteration |