JP Morgan Cazenove
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Coverage
114
in 3 Sep 2024 → 3 Sep 2025
Tips (30d)
200 (48)
Avg upside
22.8%
Up/Down ratio
∞
latest vs previous per EPIC
Period
03 Sep 2024 → 03 Sep 2025
Activity timeline
Recommendation Mix
Coverage universe (top companies)
| Company | EPIC | Tips | Date (latest) | Recommendation | Latest target | Current price | Upside % |
|---|---|---|---|---|---|---|---|
| Antofagasta PLC | ANTO | 5 | 15/08/2025 | Overweight | 2500p | 2122p | 17.8% |
| Barclays PLC | BARC | 4 | 30/07/2025 | Overweight | 373.79p | — | |
| GSK PLC | GSK | 4 | 04/08/2025 | Underweight | 1400p | 1477p | -5.2% |
| Hochschild Mining PLC | HOC | 4 | 28/08/2025 | Overweight | 370p | 272.6p | 35.7% |
| Lloyds Banking Group PLC | LLOY | 4 | 04/08/2025 | Neutral | 85p | 83.04p | 2.4% |
| Rolls-Royce Group PLC | RR. | 4 | 11/08/2025 | Overweight | 1245p | 1070p | 16.4% |
| Aberdeen Group PLC | ABDN | 3 | 29/07/2025 | Overweight | 198.39p | — | |
| Anglo American PLC | AAL | 3 | 20/08/2025 | Neutral | 1980p | 2151p | -7.9% |
| Auction Technology Group PLC | ATG | 3 | 05/08/2025 | Overweight | 710p | 340p | 108.8% |
| Auto Trader Group PLC | AUTO | 3 | 01/07/2025 | Underweight | 745p | 819p | -9.0% |
| Aviva PLC | AV. | 3 | 16/07/2025 | Overweight | 735p | 673.59p | 9.1% |
| BP PLC | BP. | 3 | 06/08/2025 | Neutral | 440p | 432.1p | 1.8% |
| Flutter Entertainment PLC | FLTR | 3 | 08/08/2025 | Overweight | 21830p | — | |
| IMI PLC | IMI | 3 | 19/08/2025 | Overweight | 2850p | 2316p | 23.1% |
| ITV PLC | ITV | 3 | 25/07/2025 | Overweight | 112p | 81.69p | 37.1% |
Target accuracy
Hits (first reach of target)
| Date | Company | Tip | Target | Hit | Days |
|---|---|---|---|---|---|
| 13/01 | B&M European Value Retail SA | 320.79p | 320p | 14/01 | 1 |
| 20/03 | Auto Trader Group PLC | 754.2p | 746p | 21/03 | 1 |
| 07/07 | Schroders PLC | 368.2p | 373p | 08/07 | 1 |
| 10/07 | Howden Joinery Group PLC | 831p | 824p | 11/07 | 1 |
| 30/07 | Anglo American PLC | 2231p | 2080p | 01/08 | 2 |
| 07/01 | Diageo PLC | 2506.5p | 2500p | 10/01 | 3 |
| 25/07 | Lloyds Banking Group PLC | 79.04p | 79p | 28/07 | 3 |
| 14/01 | Diploma PLC | 4082p | 4420p | 20/01 | 6 |
| 28/03 | Phoenix Group Holdings | 571p | 565p | 03/04 | 6 |
| 25/07 | Howden Joinery Group PLC | 914.5p | 884p | 31/07 | 6 |
| 04/08 | GSK PLC | 1398.5p | 1400p | 11/08 | 7 |
| 25/03 | Lloyds Banking Group PLC | 73.37p | 71p | 03/04 | 9 |
| 18/07 | Ninety One PLC | 193.69p | 190p | 29/07 | 11 |
| 15/07 | Oxford BioMedica PLC | 362.5p | 400p | 28/07 | 13 |
| 19/05 | Schroders PLC | 346.79p | 357p | 02/06 | 14 |
| 16/07 | Man Group PLC | 178.69p | 170p | 31/07 | 15 |
| 28/03 | Coca-Cola HBC AG | 3516p | 3650p | 15/04 | 18 |
| 07/07 | Rolls-Royce Group PLC | 969.79p | 1040p | 31/07 | 24 |
| 14/01 | BP PLC | 420.25p | 440p | 10/02 | 27 |
| 18/07 | Dunelm Group PLC | 1204p | 1225p | 22/08 | 35 |
Misses (@ 90d window)
| Date | Company | Tip | Target | Px@Eval | Gap% |
|---|---|---|---|---|---|
| 07/01 | Melrose Industries PLC | 554.2p | 850p | 391.6p | 53.9% |
| 19/02 | Aston Martin Lagonda Global Holdings PLC | 114.5p | 160p | 76.3p | 52.3% |
| 05/08 | Auction Technology Group PLC | 367.5p | 710p | 340p | 52.1% |
| 23/01 | Melrose Industries PLC | 597.2p | 850p | 420.89p | 50.5% |
| 28/03 | Auction Technology Group PLC | 602p | 790p | 441p | 44.2% |
| 14/01 | Trainline PLC | 392.39p | 500p | 282.6p | 43.5% |
| 08/07 | Future PLC | 743.5p | 1296p | 736.5p | 43.2% |
| 06/03 | Auction Technology Group PLC | 567p | 790p | 470p | 40.5% |
| 25/03 | Thg | 35.88p | 45p | 27.5p | 38.9% |
| 02/09 | SSE PLC | 1614.5p | 2425p | 1614.5p | 33.4% |
| 11/02 | Drax Group PLC | 657p | 900p | 610.5p | 32.2% |
| 19/02 | Trainline PLC | 319.2p | 400p | 273.79p | 31.6% |
| 04/07 | Drax Group PLC | 689.5p | 1000p | 685p | 31.5% |
| 01/07 | PZ Cussons PLC | 71.3p | 100p | 69p | 31.0% |
| 24/07 | Hochschild Mining PLC | 289.6p | 390p | 272.6p | 30.1% |
| 09/07 | Genuit Group PLC | 395p | 490p | 343p | 30.0% |
| 12/03 | ITV PLC | 75.75p | 115p | 80.84p | 29.7% |
| 05/08 | Spire Healthcare Group PLC | 207p | 303p | 214.5p | 29.2% |
| 20/02 | BP PLC | 452p | 510p | 362.25p | 29.0% |
| 25/07 | Wizz Air Holding PLC | 1197p | 1100p | 1418p | 28.9% |
Biggest calls (by implied upside)
| Date | Company | Tip | Target | Upside% |
|---|---|---|---|---|
| 05/08 | Auction Technology Group PLC | 367.5p | 710p | 93.2% |
| 08/07 | Future PLC | 743.5p | 1296p | 74.3% |
| 23/01 | Hochschild Mining PLC | 184p | 300p | 63.0% |
| 07/01 | Melrose Industries PLC | 554.2p | 850p | 53.4% |
| 12/03 | ITV PLC | 75.75p | 115p | 51.8% |
| 02/09 | SSE PLC | 1614.5p | 2425p | 50.2% |
| 05/08 | Spire Healthcare Group PLC | 207p | 303p | 46.4% |
| 07/07 | BT Group PLC | 196.3p | 286p | 45.7% |
| 04/07 | Drax Group PLC | 689.5p | 1000p | 45.0% |
| 08/08 | Hikma Pharmaceuticals PLC | 1740p | 2500p | 43.7% |
| 23/01 | Melrose Industries PLC | 597.2p | 850p | 42.3% |
| 01/07 | PZ Cussons PLC | 71.3p | 100p | 40.3% |
| 18/07 | easyJet PLC | 499.89p | 700p | 40.0% |
| 19/02 | Aston Martin Lagonda Global Holdings PLC | 114.5p | 160p | 39.7% |
| 06/03 | Auction Technology Group PLC | 567p | 790p | 39.3% |
| 28/03 | Antofagasta PLC | 1732p | 2400p | 38.6% |
| 13/01 | Barclays PLC | 260.7p | 360p | 38.1% |
| 01/08 | London Stock Exchange Group PLC | 9314p | 12800p | 37.4% |
| 11/02 | Drax Group PLC | 657p | 900p | 37.0% |
| 29/07 | Wise Plc | 1011p | 1380p | 36.5% |
Big moves (Top 10)
| Date | Company | EPIC | Price at Tip | Target | Upside % | Opinion |
|---|---|---|---|---|---|---|
| 05/08/2025 | Auction Technology Group PLC | ATG | 367.5p | 710p | +93.2% | Overweight |
| 08/07/2025 | Future PLC | FUTR | 743.5p | 1296p | +74.31% | Overweight |
| 23/01/2025 | Hochschild Mining PLC | HOC | 184p | 300p | +63.04% | Overweight |
| 07/01/2025 | Melrose Industries PLC | MRO | 554.2p | 850p | +53.37% | Overweight |
| 12/03/2025 | ITV PLC | ITV | 75.75p | 115p | +51.82% | Overweight |
| 02/09/2025 | SSE PLC | SSE | 1614.5p | 2425p | +50.2% | Overweight |
| 05/08/2025 | Spire Healthcare Group PLC | SPI | 207p | 303p | +46.38% | Overweight |
| 07/07/2025 | BT Group PLC | BT.A | 196.3p | 286p | +45.7% | Overweight |
| 04/07/2025 | Drax Group PLC | DRX | 689.5p | 1000p | +45.03% | Overweight |
| 08/08/2025 | Hikma Pharmaceuticals PLC | HIK | 1740p | 2500p | +43.68% | Overweight |
Quality of coverage by sector
| Sector | Companies | Tips | Share (%) | Avg upside (%) | Last tip |
|---|---|---|---|---|---|
| Financial Services | 11 | 20 | 10.0 | 15.5 | 14/08/2025 |
| Mining | 6 | 19 | 9.5 | 30.6 | 28/08/2025 |
| Travel and Leisure | 11 | 18 | 9.0 | 24.6 | 21/08/2025 |
| Banks | 5 | 13 | 6.5 | 19.5 | 05/08/2025 |
| Media | 7 | 13 | 6.5 | 30.3 | 29/07/2025 |
| Life Insurance | 6 | 11 | 5.5 | 19.6 | 13/08/2025 |
| General Retailers | 7 | 9 | 4.5 | 1.7 | 01/08/2025 |
| Pharmaceuticals and Biotechnology | 5 | 9 | 4.5 | 18.0 | 08/08/2025 |
| Software and Computer Services | 4 | 9 | 4.5 | 38.7 | 15/08/2025 |
| Support Services | 6 | 9 | 4.5 | 16.0 | 11/08/2025 |
| Oil: Crude Producers | 4 | 7 | 3.5 | 17.1 | 02/09/2025 |
| Aerospace and Defense | 2 | 6 | 3.0 | 12.2 | 11/08/2025 |
| Industrial Engineering | 3 | 6 | 3.0 | 16.8 | 19/08/2025 |
| Health Care Equipment and Services | 3 | 5 | 2.5 | 22.8 | 06/08/2025 |
| Beverages | 2 | 4 | 2.0 | 3.8 | 07/08/2025 |
| Construction and Materials | 2 | 4 | 2.0 | 33.2 | 09/07/2025 |
| Food and Drug Retailers | 3 | 4 | 2.0 | 17.1 | 01/09/2025 |
| Real Estate Investment Trusts | 3 | 4 | 2.0 | 27.9 | 13/08/2025 |
| Chemicals | 3 | 3 | 1.5 | 13.8 | 11/08/2025 |
| Electricity | 2 | 3 | 1.5 | 44.1 | 02/09/2025 |
| N/A | 1 | 3 | 1.5 | 0.0 | 19/08/2025 |
| Nonlife Insurance | 3 | 3 | 1.5 | 0.0 | 01/08/2025 |
| Automobiles and Parts | 1 | 2 | 1.0 | 22.2 | 04/08/2025 |
| Forestry and Paper | 1 | 2 | 1.0 | 23.3 | 11/08/2025 |
| Gas, Water and Multiutilities | 2 | 2 | 1.0 | 7.3 | 15/08/2025 |
| Household Goods and Home Construction | 2 | 2 | 1.0 | 0.0 | 31/07/2025 |
| Industrial Support Services | 1 | 2 | 1.0 | 29.1 | 19/08/2025 |
| Alternative Energy | 1 | 1 | 0.5 | 0.0 | 28/07/2025 |
| Electronic and Electrical Equipment | 1 | 1 | 0.5 | 14.9 | 23/01/2025 |
| Fixed Line Telecommunications | 1 | 1 | 0.5 | 45.7 | 07/07/2025 |
| General Industrials | 1 | 1 | 0.5 | 0.0 | 25/07/2025 |
| Industrial Materials | 1 | 1 | 0.5 | 14.0 | 20/03/2025 |
| Investment Banking and Brokerage Services | 1 | 1 | 0.5 | 0.0 | 06/03/2025 |
| Personal Goods | 1 | 1 | 0.5 | 40.2 | 01/07/2025 |
| Tobacco | 1 | 1 | 0.5 | 0.0 | 04/08/2025 |
Broker Tips
| Date | EPIC | Company | Opinion | Price | Old Target | New Target | Type |
|---|---|---|---|---|---|---|---|
| 02/09/2025 | HBR | Harbour Energy PLC | Overweight | 226.6p | 298p | New Coverage | |
| 02/09/2025 | SSE | SSE PLC | Overweight | 1614.5p | 2300p | 2425p | Reiteration |
| 01/09/2025 | TSCO | Tesco PLC | Overweight | 431p | 400p | 450p | Reiteration |
| 28/08/2025 | HOC | Hochschild Mining PLC | Overweight | 272.6p | 390p | 370p | Reiteration |
| 21/08/2025 | TRN | Trainline PLC | Neutral | 267p | 325p | 320p | Reiteration |
| 20/08/2025 | AAL | Anglo American PLC | Neutral | 2151p | 1980p | Reiteration | |
| 20/08/2025 | BHP | BHP Group PLC | Neutral | 1981.5p | 2130p | 2160p | Reiteration |
| 19/08/2025 | THG | Hanover Insurance Group Inc | Underweight | 30.07p | 28p | 24p | Reiteration |
| 19/08/2025 | IMI | IMI PLC | Overweight | 2316p | 2500p | 2850p | Reiteration |
| 19/08/2025 | WISE | Wise Class A | Overweight | 1069p | 1380p | Reiteration | |
| 15/08/2025 | ANTO | Antofagasta PLC | Overweight | 2122p | 2500p | Reiteration | |
| 15/08/2025 | CNA | Centrica PLC | Neutral | 166.8p | 177p | 179p | Reiteration |
| 15/08/2025 | RMV | Rightmove PLC | Underweight | 763.59p | 627p | Reiteration | |
| 14/08/2025 | EVOK | Evoke Plc | Neutral | 61.29p | 80p | 82p | Reiteration |
| 14/08/2025 | QLT | Quilter PLC | Overweight | 167.39p | 177p | 182p | Reiteration |
| 13/08/2025 | DLN | Derwent London PLC | Overweight | 1769p | Reiteration | ||
| 13/08/2025 | ENT | Entain PLC | Neutral | 895p | 1040p | 1110p | Reiteration |
| 13/08/2025 | LGEN | Legal & General Group PLC | Neutral | 259.29p | 290p | 275p | Downgrade |
| 13/08/2025 | SQZ | Serica Energy PLC | Buy | 168p | 215p | 215p | Reiteration |
| 11/08/2025 | ELM | Elementis PLC | Neutral | 167.19p | Downgrade | ||
| 11/08/2025 | MNDI | Mondi PLC | Overweight | 1052p | 1460p | 1240p | Reiteration |
| 11/08/2025 | RTO | Rentokil Initial PLC | No Recommendation | 375.6p | Reiteration | ||
| 11/08/2025 | RR. | Rolls-Royce Group PLC | Overweight | 1082p | 1040p | 1245p | Reiteration |
| 08/08/2025 | FLTR | Flutter Entertainment PLC | Overweight | 21060p | Reiteration | ||
| 08/08/2025 | HIK | Hikma Pharmaceuticals PLC | Overweight | 1740p | 2600p | 2500p | Reiteration |
| 08/08/2025 | IHG | InterContinental Hotels Group PLC | Underweight | 8824p | 8300p | 8500p | Reiteration |
| 07/08/2025 | BPT | Bridgepoint Group PLC | Overweight | 340.39p | 424p | 424p | Reiteration |
| 07/08/2025 | CCH | Coca-Cola HBC AG | Overweight | 3804p | Reiteration | ||
| 07/08/2025 | DGE | Diageo PLC | Neutral | 2026p | Reiteration | ||
| 07/08/2025 | FRES | Fresnillo PLC | Overweight | 1673p | 1850p | 2100p | Reiteration |
| 07/08/2025 | PHLL | Petershill Partners PLC | Overweight | 229.5p | 298p | 305p | Reiteration |
| 07/08/2025 | SSPG | SSP Group PLC | Neutral | 168.69p | 200p | 190p | Reiteration |
| 07/08/2025 | STJ | St James's Place PLC | Overweight | 1300p | 1410p | 1550p | Reiteration |
| 06/08/2025 | BP. | BP PLC | Neutral | 430.35p | 420p | 440p | Reiteration |
| 06/08/2025 | DPLM | Diploma PLC | Neutral | 5410p | 4440p | Reiteration | |
| 06/08/2025 | SN. | Smith & Nephew PLC | Overweight | 1337.5p | 1357p | 1438p | Reiteration |
| 06/08/2025 | TPK | Travis Perkins PLC | Overweight | 581.5p | 670p | Reiteration | |
| 05/08/2025 | ATG | Auction Technology Group PLC | Overweight | 367.5p | 725p | 710p | Reiteration |
| 05/08/2025 | SPI | Spire Healthcare Group PLC | Overweight | 207p | 309p | 303p | Reiteration |
| 05/08/2025 | STAN | Standard Chartered PLC | Overweight | 1378.37p | 1390p | 1490p | Reiteration |
| 04/08/2025 | AML | Aston Martin Lagonda Global Holdings PLC | Neutral | 71.59p | 90p | 75p | Reiteration |
| 04/08/2025 | BOY | Bodycote PLC | Neutral | 632p | Reiteration | ||
| 04/08/2025 | BATS | British American Tobacco PLC | Neutral | 4184p | 2800p | 3300p | Reiteration |
| 04/08/2025 | GSK | GSK PLC | Underweight | 1398.5p | 1460p | 1400p | Reiteration |
| 04/08/2025 | HSBA | HSBC Holdings PLC | Neutral | 924.2p | 830p | 870p | Reiteration |
| 04/08/2025 | IMI | IMI PLC | Overweight | 2150p | 2450p | 2500p | Reiteration |
| 04/08/2025 | LLOY | Lloyds Banking Group PLC | Neutral | 82.55p | 79p | 85p | Upgrade |
| 04/08/2025 | EMG | Man Group PLC | Neutral | 166.34p | 170p | 175p | Reiteration |
| 01/08/2025 | HLN | Haleon PLC | Underweight | 365.39p | Reiteration | ||
| 01/08/2025 | HSX | Hiscox Ltd | Overweight | 1268p | Reiteration | ||
| 01/08/2025 | LSEG | London Stock Exchange Group PLC | Overweight | 9314p | 12700p | 12800p | Reiteration |
| 01/08/2025 | NXT | Next PLC | Neutral | 12330p | Reiteration | ||
| 01/08/2025 | OCDO | Ocado Group PLC | Overweight | 330.7p | 400p | 437p | Reiteration |
| 01/08/2025 | SGRO | Segro PLC | Overweight | 630.5p | Reiteration | ||
| 01/08/2025 | SHEL | Shell PLC | Overweight | 2707p | Reiteration | ||
| 31/07/2025 | INCH | Inchcape PLC | Neutral | 701.89p | Reiteration | ||
| 31/07/2025 | RIO | Rio Tinto PLC | Overweight | 4503.5p | 5570p | 5450p | Reiteration |
| 31/07/2025 | TW. | Taylor Wimpey PLC | Neutral | 102.25p | Reiteration | ||
| 30/07/2025 | ADM | Admiral Group PLC | Neutral | 3336p | 2700p | 3050p | Reiteration |
| 30/07/2025 | AAL | Anglo American PLC | Neutral | 2231p | 1932p | 2080p | Reiteration |
| 30/07/2025 | BARC | Barclays PLC | Overweight | 374.96p | Reiteration | ||
| 30/07/2025 | CTEC | ConvaTec Group PLC | Overweight | 231p | Reiteration | ||
| 30/07/2025 | CRDA | Croda International PLC | Overweight | 2549p | Upgrade | ||
| 30/07/2025 | KGF | Kingfisher PLC | Underweight | 267.2p | Reiteration | ||
| 30/07/2025 | MKS | Marks & Spencer Group PLC | Overweight | 343.2p | Reiteration | ||
| 30/07/2025 | SMWH | WH Smith PLC | Overweight | 1028p | Reiteration | ||
| 29/07/2025 | ABDN | Aberdeen Group PLC | Overweight | 198.3p | Reiteration | ||
| 29/07/2025 | INF | Informa PLC | Overweight | 857.13p | 1020p | Restart Coverage | |
| 29/07/2025 | WISE | Wise Plc | Overweight | 1410p | 1380p | Reiteration | |
| 28/07/2025 | ITM | ITM Power PLC | Neutral | 65.4p | Reiteration | ||
| 28/07/2025 | NWG | NatWest Group PLC | Overweight | 514.5p | 600p | 610p | Reiteration |
| 25/07/2025 | III | 3i Group PLC | Overweight | 4144p | Reiteration | ||
| 25/07/2025 | HWDN | Howden Joinery Group PLC | Neutral | 914.5p | 824p | 884p | Reiteration |
| 25/07/2025 | ITV | ITV PLC | Overweight | 85.69p | 110p | 112p | Reiteration |
| 25/07/2025 | LLOY | Lloyds Banking Group PLC | Underweight | 79.02p | 78p | 79p | Reiteration |
| 25/07/2025 | REL | RELX PLC | Overweight | 3936.78p | 4890p | 4920p | Reiteration |
| 25/07/2025 | VSVS | Vesuvius PLC | Neutral | 354.79p | 380p | 330p | Reiteration |
| 25/07/2025 | WIZZ | Wizz Air Holding PLC | Neutral | 1197p | 1350p | 1100p | Reiteration |
| 24/07/2025 | HOC | Hochschild Mining PLC | Overweight | 289.6p | 370p | 390p | Reiteration |
| 24/07/2025 | THG | Thg | Underweight | 30p | 28p | Reiteration | |
| 18/07/2025 | DNLM | Dunelm Group PLC | Neutral | 1204p | 1170p | 1225p | Reiteration |
| 18/07/2025 | EZJ | easyJet PLC | Overweight | 499.89p | 670p | 700p | Reiteration |
| 18/07/2025 | FUTR | Future PLC | Overweight | 741.5p | Reiteration | ||
| 18/07/2025 | GSK | GSK PLC | Underweight | 1348p | Reiteration | ||
| 18/07/2025 | JET2 | Jet2 PLC | Overweight | 1657p | Reiteration | ||
| 18/07/2025 | LRE | Lancashire Holdings Ltd | Neutral | 626p | Reiteration | ||
| 18/07/2025 | MNDI | Mondi PLC | Overweight | 1134.5p | 1430p | 1460p | Reiteration |
| 18/07/2025 | N91 | Ninety One PLC | Neutral | 193.69p | 178p | 190p | Reiteration |
| 18/07/2025 | SCT | Softcat PLC | Neutral | 1626p | Reiteration | ||
| 17/07/2025 | ITRK | Intertek Group PLC | No Recommendation | 4880p | Reiteration | ||
| 17/07/2025 | MNG | M&G PLC | Overweight | 257.2p | 290p | 305p | Reiteration |
| 17/07/2025 | RIO | Rio Tinto PLC | Overweight | 4429.5p | Reiteration | ||
| 17/07/2025 | VTY | Vistry Group PLC | Neutral | 589.4p | Reiteration | ||
| 16/07/2025 | AV. | Aviva PLC | Overweight | 633.4p | 695p | 735p | Reiteration |
| 16/07/2025 | BME | B&M European Value Retail SA | Underweight | 228.3p | 281p | 207p | Reiteration |
| 16/07/2025 | LSEG | London Stock Exchange Group PLC | Overweight | 10855p | 13300p | 12700p | Reiteration |
| 16/07/2025 | EMG | Man Group PLC | Neutral | 178.63p | 167p | 170p | Reiteration |
| 16/07/2025 | PRU | Prudential PLC | Overweight | 915p | 1150p | Reiteration | |
| 16/07/2025 | QLT | Quilter PLC | Overweight | 166.19p | 164p | 177p | Reiteration |
| 15/07/2025 | FRES | Fresnillo PLC | Overweight | 1470p | 1450p | 1850p | Reiteration |
| 15/07/2025 | HOC | Hochschild Mining PLC | Overweight | 274.39p | 420p | 370p | Reiteration |
| 15/07/2025 | OXB | Oxford BioMedica PLC | Neutral | 362.5p | 490p | 400p | Reiteration |
| 14/07/2025 | BA. | BAE Systems PLC | Overweight | 1910.5p | 2100p | 2200p | Reiteration |
| 14/07/2025 | ITV | ITV PLC | Overweight | 79.19p | Reiteration | ||
| 11/07/2025 | ASHM | Ashmore Group PLC | Underweight | 167.8p | 124p | 140p | Reiteration |
| 11/07/2025 | LAND | Land Securities Group PLC | Neutral | 576p | 710p | Reiteration | |
| 10/07/2025 | ANTO | Antofagasta PLC | Overweight | 1883.5p | 2400p | 2500p | Reiteration |
| 10/07/2025 | ENT | Entain PLC | Neutral | 940.4p | 940p | 1040p | Reiteration |
| 10/07/2025 | EVOK | Evoke Plc | Neutral | 63.9p | 77p | 80p | Reiteration |
| 10/07/2025 | FLTR | Flutter Entertainment PLC | Overweight | 21320p | 26800p | 27100p | Reiteration |
| 10/07/2025 | HWDN | Howden Joinery Group PLC | Neutral | 831p | 824p | Reiteration | |
| 10/07/2025 | WPP | WPP Group PLC | Neutral | 433.39p | 590p | 480p | Reiteration |
| 09/07/2025 | CTEC | ConvaTec Group PLC | Overweight | 263.2p | 307p | Reiteration | |
| 09/07/2025 | GEN | Genuit Group PLC | Overweight | 395p | 450p | 490p | Upgrade |
| 09/07/2025 | RMV | Rightmove PLC | Underweight | 780.59p | 625p | Reiteration | |
| 09/07/2025 | VCT | Victrex PLC | Neutral | 719p | 940p | 818p | Reiteration |
| 08/07/2025 | ABDN | Aberdeen Group PLC | Overweight | 188.39p | 218p | Reiteration | |
| 08/07/2025 | FUTR | Future PLC | Overweight | 743.5p | 1296p | Reiteration | |
| 08/07/2025 | STJ | St James's Place PLC | Overweight | 1184.94p | 1410p | Reiteration | |
| 07/07/2025 | ABDN | Aberdeen Group PLC | Overweight | 190p | 218p | Upgrade | |
| 07/07/2025 | BT.A | BT Group PLC | Overweight | 196.24p | 286p | Reiteration | |
| 07/07/2025 | RR. | Rolls-Royce Group PLC | Overweight | 969.75p | 1040p | Reiteration | |
| 07/07/2025 | SDR | Schroders PLC | Neutral | 368.2p | 373p | Reiteration | |
| 07/07/2025 | SGRO | Segro PLC | Overweight | 667.5p | 885p | Reiteration | |
| 04/07/2025 | BPT | Bridgepoint Group PLC | Overweight | 323.79p | Reiteration | ||
| 04/07/2025 | DRX | Drax Group PLC | Overweight | 689.5p | 1000p | Restart Coverage | |
| 02/07/2025 | FLTR | Flutter Entertainment PLC | Overweight | 20540p | Reiteration | ||
| 02/07/2025 | IMI | IMI PLC | Overweight | 2096p | 2450p | Reiteration | |
| 02/07/2025 | MRO | Melrose Industries PLC | Overweight | 531p | 600p | Reiteration | |
| 02/07/2025 | SGE | Sage Group (The) PLC | Overweight | 1204.5p | 1500p | Reiteration | |
| 02/07/2025 | SPX | Spirax-Sarco Engineering PLC | Neutral | 6175p | 7400p | Reiteration | |
| 01/07/2025 | AUTO | Auto Trader Group PLC | Underweight | 821.4p | 745p | Reiteration | |
| 01/07/2025 | PZC | PZ Cussons PLC | Neutral | 71.3p | 100p | Reiteration | |
| 19/05/2025 | PRU | Prudential PLC | Overweight | 866.4p | 1000p | Reiteration | |
| 19/05/2025 | SDR | Schroders PLC | Neutral | 346.79p | 357p | Reiteration | |
| 28/03/2025 | ANTO | Antofagasta PLC | Overweight | 1731.8p | 2400p | Reiteration | |
| 28/03/2025 | ATG | Auction Technology Group PLC | Overweight | 602p | 790p | Reiteration | |
| 28/03/2025 | CCH | Coca-Cola HBC AG | Overweight | 3515.08p | 3650p | Reiteration | |
| 28/03/2025 | GSK | GSK PLC | Underweight | 1488.32p | Reiteration | ||
| 28/03/2025 | PHNX | Phoenix Group Holdings | Underweight | 570.72p | 500p | 565p | Reiteration |
| 28/03/2025 | RR. | Rolls-Royce Group PLC | Overweight | 771.1p | 900p | Reiteration | |
| 25/03/2025 | BARC | Barclays PLC | Top Pick | 307.97p | 370p | 410p | Reiteration |
| 25/03/2025 | LLOY | Lloyds Banking Group PLC | Underweight | 73.34p | 62p | 71p | Reiteration |
| 25/03/2025 | NWG | NatWest Group PLC | Top Pick | 463.01p | 510p | 550p | Reiteration |
| 25/03/2025 | THG | Thg | Underweight | 49p | 45p | Reiteration | |
| 20/03/2025 | AUTO | Auto Trader Group PLC | Underweight | 754.2p | 746p | Reiteration | |
| 20/03/2025 | IPC | International Paper Company | Overweight | 4034.48p | 4600p | New Coverage | |
| 20/03/2025 | EMG | Man Group PLC | Overweight | 208.21p | 247p | 242p | Reiteration |
| 20/03/2025 | PRU | Prudential PLC | Overweight | 796.68p | 950p | Reiteration | |
| 20/03/2025 | SCT | Softcat PLC | Neutral | 1672.89p | 1450p | 1759p | Reiteration |
| 12/03/2025 | ITV | ITV PLC | Overweight | 75.71p | 115p | Reiteration | |
| 12/03/2025 | RMV | Rightmove PLC | Underweight | 663.34p | Reiteration | ||
| 12/03/2025 | SPX | Spirax-Sarco Engineering PLC | Neutral | 7138.6p | 7800p | 7700p | Reiteration |
| 07/03/2025 | HIK | Hikma Pharmaceuticals PLC | Overweight | 2123.62p | Reiteration | ||
| 07/03/2025 | JUST | Just Group PLC | Overweight | 147.57p | 200p | Reiteration | |
| 07/03/2025 | WTB | Whitbread PLC | Neutral | 2513.46p | Downgrade | ||
| 06/03/2025 | ANTO | Antofagasta PLC | Overweight | 1863.28p | 2400p | Reiteration | |
| 06/03/2025 | ATG | Auction Technology Group PLC | Overweight | 567p | 780p | 790p | Reiteration |
| 06/03/2025 | AV. | Aviva PLC | Overweight | 535.54p | 615p | 635p | Reiteration |
| 06/03/2025 | ICG | Intermediate Capital Group | Overweight | 2177.39p | Reiteration | ||
| 06/03/2025 | RR. | Rolls-Royce Group PLC | Overweight | 804.7p | 900p | Reiteration | |
| 06/03/2025 | SVT | Severn Trent PLC | Overweight | 2369.36p | Reiteration | ||
| 03/03/2025 | BAB | Babcock International Group PLC | Overweight | 710.5p | 760p | 900p | Reiteration |
| 03/03/2025 | BA. | BAE Systems PLC | Overweight | 1611.3p | 1630p | 1725p | Reiteration |
| 03/03/2025 | IAG | International Consolidated Airlines Group SA | Overweight | 345.13p | Reiteration | ||
| 25/02/2025 | LLOY | Lloyds Banking Group PLC | Underweight | 68.58p | 55p | 62p | Reiteration |
| 20/02/2025 | BP. | BP PLC | Neutral | 451.92p | 440p | 510p | Upgrade |
| 20/02/2025 | IHG | InterContinental Hotels Group PLC | Underweight | 9918.98p | 7800p | Reiteration | |
| 20/02/2025 | RIO | Rio Tinto PLC | Not Rated | 5060.18p | Reiteration | ||
| 19/02/2025 | AAL | Anglo American PLC | Neutral | 2324.59p | 2160p | 2190p | Reiteration |
| 19/02/2025 | ANTO | Antofagasta PLC | Overweight | 1850.29p | 1600p | 2400p | Reiteration |
| 19/02/2025 | AML | Aston Martin Lagonda Global Holdings PLC | Neutral | 114.5p | 160p | Reiteration | |
| 19/02/2025 | AZN | AstraZeneca PLC | Overweight | 11701.5p | Reiteration | ||
| 19/02/2025 | NWG | NatWest Group PLC | Overweight | 439.46p | 500p | 510p | Reiteration |
| 19/02/2025 | TRN | Trainline PLC | Neutral | 319.2p | 400p | Downgrade | |
| 18/02/2025 | AUTO | Auto Trader Group PLC | Underweight | 779.4p | Reiteration | ||
| 18/02/2025 | AV. | Aviva PLC | Overweight | 505.75p | 615p | Reiteration | |
| 18/02/2025 | BARC | Barclays PLC | Overweight | 308.11p | 360p | 370p | Reiteration |
| 18/02/2025 | BHP | BHP Group PLC | Neutral | 2064.58p | Reiteration | ||
| 18/02/2025 | REL | RELX PLC | Overweight | 4028.34p | 4770p | Reiteration | |
| 11/02/2025 | DRX | Drax Group PLC | Overweight | 656.82p | 850p | 900p | Reiteration |
| 23/01/2025 | HOC | Hochschild Mining PLC | Overweight | 183.99p | 300p | Reiteration | |
| 23/01/2025 | INCH | Inchcape PLC | Neutral | 651.73p | Downgrade | ||
| 23/01/2025 | MRO | Melrose Industries PLC | Overweight | 597.15p | 850p | Reiteration | |
| 23/01/2025 | ROR | Rotork PLC | Overweight | 339.34p | 390p | Reiteration | |
| 14/01/2025 | BP. | BP PLC | Underweight | 420.12p | 425p | 440p | Reiteration |
| 14/01/2025 | DPLM | Diploma PLC | Neutral | 4081.44p | 4370p | 4420p | Reiteration |
| 14/01/2025 | PSON | Pearson PLC | Overweight | 1289.83p | 1400p | 1450p | Reiteration |
| 14/01/2025 | RTO | Rentokil Initial PLC | Neutral | 377.43p | 440p | 430p | Reiteration |
| 14/01/2025 | SHEL | Shell PLC | Overweight | 2672.44p | 3200p | 3300p | Reiteration |
| 14/01/2025 | SN. | Smith & Nephew PLC | Overweight | 977.84p | 1180p | Reiteration | |
| 14/01/2025 | TRN | Trainline PLC | Overweight | 392.39p | 500p | Reiteration | |
| 13/01/2025 | BME | B&M European Value Retail SA | Underweight | 320.68p | 349p | 320p | Reiteration |
| 13/01/2025 | BARC | Barclays PLC | Overweight | 260.63p | 350p | 360p | Reiteration |
| 13/01/2025 | SBRY | Sainsbury (J) PLC | Overweight | 252.71p | 310p | 305p | Reiteration |
| 13/01/2025 | TSCO | Tesco PLC | Overweight | 360.1p | 410p | 400p | Reiteration |
| 07/01/2025 | III | 3i Group PLC | Top Pick | 3654.62p | Reiteration | ||
| 07/01/2025 | DGE | Diageo PLC | Neutral | 2506.13p | 2500p | Reiteration | |
| 07/01/2025 | GSK | GSK PLC | Underweight | 1357.5p | Reiteration | ||
| 07/01/2025 | MRO | Melrose Industries PLC | Overweight | 554.15p | 850p | Reiteration |