JP Morgan Cazenove
Please log in to create email alerts.
Coverage
151
in 3 Mar 2025 → 3 Mar 2026
Tips (30d)
422 (8)
Avg upside
23.3%
Up/Down ratio
0.0
latest vs previous per EPIC
Period
03 Mar 2025 → 03 Mar 2026
Activity timeline
Recommendation Mix
Coverage universe (top companies)
| Company | EPIC | Tips | Date (latest) | Recommendation | Latest target | Current price | Upside % |
|---|---|---|---|---|---|---|---|
| AstraZeneca PLC | AZN | 4 | 15/01/2026 | Overweight | 14932p | — | |
| Auto Trader Group PLC | AUTO | 4 | 28/01/2026 | Underweight | 474.5p | — | |
| Barclays PLC | BARC | 4 | 20/01/2026 | Overweight | 570p | 422.55p | 34.9% |
| Bodycote PLC | BOY | 4 | 06/01/2026 | Neutral | 721p | — | |
| HSBC Holdings PLC | HSBA | 4 | 05/02/2026 | Neutral | 1190p | 1262.8p | -5.8% |
| Trainline PLC | TRN | 4 | 12/01/2026 | Underweight | 215p | 185.5p | 15.9% |
| Antofagasta PLC | ANTO | 3 | 05/02/2026 | Overweight | 3915p | — | |
| BHP Group PLC | BHP | 3 | 21/01/2026 | Neutral | 2400p | 2945p | -18.5% |
| Fresnillo PLC | FRES | 3 | 02/02/2026 | Overweight | 4500p | 3896p | 15.5% |
| Genuit Group PLC | GEN | 3 | 07/01/2026 | Overweight | 360p | — | |
| GSK PLC | GSK | 3 | 07/01/2026 | Underweight | 2122p | — | |
| Hanover Insurance Group Inc | THG | 3 | 19/01/2026 | Neutral | 31.48p | — | |
| Hochschild Mining PLC | HOC | 3 | 22/01/2026 | Neutral | 690p | 760.5p | -9.3% |
| International Paper Company | IPC | 3 | 21/01/2026 | Neutral | 3400p | 3100p | 9.7% |
| Ninety One PLC | N91 | 3 | 28/11/2025 | Neutral | 222p | 239.6p | -7.3% |
Target accuracy
Hits (first reach of target)
| Date | Company | Tip | Target | Hit | Days |
|---|---|---|---|---|---|
| 23/10 | BHP Group PLC | 2094p | 2100p | 24/10 | 1 |
| 03/12 | Baltic Classifieds Group PLC | 219.5p | 208p | 04/12 | 1 |
| 20/10 | Mondi PLC | 824.2p | 840p | 23/10 | 3 |
| 10/11 | Rightmove PLC | 563.4p | 555p | 13/11 | 3 |
| 05/12 | B&M European Value Retail SA | 166.75p | 163p | 08/12 | 3 |
| 19/01 | Hochschild Mining PLC | 580p | 670p | 22/01 | 3 |
| 24/11 | ASOS PLC | 218.5p | 240p | 28/11 | 4 |
| 04/12 | Vistry Group PLC | 655p | 640p | 08/12 | 4 |
| 23/01 | B&M European Value Retail SA | 161.6p | 170p | 27/01 | 4 |
| 25/11 | Baltic Classifieds Group PLC | 227.5p | 194p | 04/12 | 9 |
| 05/11 | Associated British Foods PLC | 2216p | 2095p | 18/11 | 13 |
| 23/10 | Ninety One PLC | 226p | 223p | 06/11 | 14 |
| 14/11 | Quilter PLC | 181.3p | 189p | 28/11 | 14 |
| 01/12 | Wizz Air Holding PLC | 1165p | 1200p | 15/12 | 14 |
| 26/11 | Halma PLC | 3610p | 3500p | 12/12 | 16 |
| 02/12 | Whitbread PLC | 2403p | 2450p | 18/12 | 16 |
| 14/11 | Man Group PLC | 208.4p | 209p | 04/12 | 20 |
| 05/01 | Fresnillo PLC | 3496p | 4300p | 26/01 | 21 |
| 03/12 | BHP Group PLC | 2170p | 2300p | 05/01 | 33 |
| 04/12 | AstraZeneca PLC | 13514p | 14000p | 06/01 | 33 |
Misses (@ 90d window)
| Date | Company | Tip | Target | Px@Eval | Gap% |
|---|---|---|---|---|---|
| 02/12 | InterContinental Hotels Group PLC | 10100p | 11900p | 135.45p | 98.9% |
| 28/11 | Auction Technology Group PLC | 282p | 695p | 277p | 60.1% |
| 29/10 | Evoke PLC | 42p | 66p | 29.45p | 55.4% |
| 04/12 | Softcat PLC | 1493p | 2950p | 1493p | 49.4% |
| 02/12 | Flutter Entertainment PLC | 15960p | 25300p | 12990p | 48.7% |
| 05/12 | Future PLC | 634p | 1235p | 634p | 48.7% |
| 27/11 | Land Securities Group PLC | 605p | 440p | 648p | 47.3% |
| 28/11 | Vodafone Group PLC | 94.02p | 71p | 104.05p | 46.5% |
| 07/11 | GSK PLC | 1768.5p | 1500p | 2180p | 45.3% |
| 11/11 | London Stock Exchange Group PLC | 9186p | 13300p | 8118p | 39.0% |
| 16/01 | RELX PLC | 3094p | 5070p | 3094p | 39.0% |
| 29/01 | London Stock Exchange Group PLC | 8118p | 13200p | 8118p | 38.5% |
| 02/12 | Entain PLC | 788.6p | 1090p | 671.8p | 38.4% |
| 02/12 | Young & Co's Brewery | 739p | 1190p | 741p | 37.7% |
| 03/12 | Discoverie Group PLC | 585p | 1000p | 635p | 36.5% |
| 07/11 | Hikma Pharmaceuticals PLC | 1582p | 2400p | 1554p | 35.2% |
| 14/11 | Trainline PLC | 263.8p | 330p | 215.4p | 34.7% |
| 03/12 | YouGov PLC | 247p | 385p | 252.5p | 34.4% |
| 12/01 | YouGov PLC | 244.5p | 380p | 252.5p | 33.6% |
| 05/01 | Bridgepoint Group PLC | 289.4p | 415p | 287.6p | 30.7% |
Biggest calls (by implied upside)
| Date | Company | Tip | Target | Upside% |
|---|---|---|---|---|
| 28/11 | Auction Technology Group PLC | 282p | 695p | 146.5% |
| 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% |
| 16/01 | RELX PLC | 3094p | 5070p | 63.9% |
| 29/01 | London Stock Exchange Group PLC | 8118p | 13200p | 62.6% |
| 02/12 | Young & Co's Brewery | 739p | 1190p | 61.0% |
| 02/12 | Flutter Entertainment PLC | 15960p | 25300p | 58.5% |
| 29/10 | Evoke PLC | 42p | 66p | 57.1% |
| 03/12 | YouGov PLC | 247p | 385p | 55.9% |
| 12/01 | YouGov PLC | 244.5p | 380p | 55.4% |
| 07/11 | Hikma Pharmaceuticals PLC | 1582p | 2400p | 51.7% |
| 12/01 | Informa PLC | 886.8p | 1330p | 50.0% |
| 11/11 | Wise Class A | 945.5p | 1375p | 45.4% |
| 11/11 | London Stock Exchange Group PLC | 9186p | 13300p | 44.8% |
| 03/12 | Hochschild Mining PLC | 414.8p | 600p | 44.6% |
| 05/01 | Bridgepoint Group PLC | 289.4p | 415p | 43.4% |
| 22/01 | Wise Class A | 974.5p | 1385p | 42.1% |
| 03/12 | Informa PLC | 947p | 1345p | 42.0% |
| 04/12 | Genuit Group PLC | 328p | 465p | 41.8% |
Big moves (Top 10)
| Date | Company | EPIC | Price at Tip | Target | Upside % | Opinion |
|---|---|---|---|---|---|---|
| 28/11/2025 | Auction Technology Group PLC | ATG | 282p | 695p | +146.45% | 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 |
| 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 |
| 02/12/2025 | Young & Co's Brewery | YNGA | 739p | 1190p | +61.03% | Overweight |
| 02/12/2025 | Flutter Entertainment PLC | FLTR | 15960p | 25300p | +58.52% | Overweight |
| 29/10/2025 | Evoke PLC | EVOK | 42p | 66p | +57.14% | Neutral |
| 03/12/2025 | YouGov PLC | YOU | 247p | 385p | +55.87% | Neutral |
Quality of coverage by sector
| Sector | Companies | Tips | Share (%) | Avg upside (%) | Last tip |
|---|---|---|---|---|---|
| Travel and Leisure | 14 | 22 | 11.1 | 28.7 | 29/01/2026 |
| Banks | 6 | 16 | 8.0 | 15.0 | 05/02/2026 |
| Financial Services | 11 | 16 | 8.0 | 19.5 | 04/02/2026 |
| Mining | 7 | 15 | 7.5 | 17.2 | 05/02/2026 |
| Media | 7 | 13 | 6.5 | 39.4 | 28/01/2026 |
| General Retailers | 7 | 11 | 5.5 | 11.9 | 23/01/2026 |
| Pharmaceuticals and Biotechnology | 4 | 10 | 5.0 | 27.7 | 15/01/2026 |
| Software and Computer Services | 6 | 10 | 5.0 | 55.6 | 23/01/2026 |
| Household Goods and Home Construction | 7 | 8 | 4.0 | 23.6 | 04/02/2026 |
| Industrial Engineering | 4 | 8 | 4.0 | 14.8 | 06/01/2026 |
| Life Insurance | 4 | 7 | 3.5 | 22.8 | 05/02/2026 |
| Construction and Materials | 3 | 6 | 3.0 | 22.5 | 14/01/2026 |
| Support Services | 4 | 6 | 3.0 | 17.0 | 26/01/2026 |
| Beverages | 3 | 5 | 2.5 | 14.9 | 22/01/2026 |
| Electronic and Electrical Equipment | 4 | 5 | 2.5 | 30.9 | 04/12/2025 |
| Food and Drug Retailers | 2 | 5 | 2.5 | 9.9 | 12/01/2026 |
| General Industrials | 3 | 5 | 2.5 | 19.8 | 21/01/2026 |
| Industrial Materials | 1 | 3 | 1.5 | 15.5 | 21/01/2026 |
| N/A | 1 | 3 | 1.5 | 19.8 | 19/01/2026 |
| Nonlife Insurance | 2 | 3 | 1.5 | 19.6 | 26/11/2025 |
| Oil: Crude Producers | 2 | 3 | 1.5 | 15.9 | 05/12/2025 |
| Real Estate Investment Trusts | 2 | 3 | 1.5 | 23.5 | 28/11/2025 |
| Food Producers | 1 | 2 | 1.0 | 4.4 | 09/01/2026 |
| Forestry and Paper | 1 | 2 | 1.0 | 6.5 | 05/12/2025 |
| Health Care Equipment and Services | 2 | 2 | 1.0 | 0.0 | 14/11/2025 |
| Industrial Support Services | 1 | 2 | 1.0 | 43.8 | 22/01/2026 |
| Personal Goods | 2 | 2 | 1.0 | 26.1 | 28/11/2025 |
| Aerospace and Defense | 1 | 1 | 0.5 | 0.0 | 28/10/2025 |
| Automobiles and Parts | 1 | 1 | 0.5 | 0.0 | 30/10/2025 |
| Electricity | 1 | 1 | 0.5 | 28.4 | 04/11/2025 |
| Gas, Water and Multiutilities | 1 | 1 | 0.5 | 0.0 | 05/12/2025 |
| Mobile Telecommunications | 1 | 1 | 0.5 | 0.0 | 28/11/2025 |
| Tobacco | 1 | 1 | 0.5 | 0.0 | 26/11/2025 |
Broker Tips
| Date | EPIC | Company | Opinion | Price | Old Target | New Target | Type |
|---|---|---|---|---|---|---|---|
| 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 |
| 02/12/2025 | BARC | Barclays PLC | Overweight | 436.4p | 500p | 500p | Reiteration |
| 02/12/2025 | CPG | Compass Group PLC | Overweight | 2336p | 3100p | 3100p | Reiteration |
| 02/12/2025 | ENT | Entain PLC | Overweight | 788.6p | 1150p | 1090p | Upgrade |
| 02/12/2025 | EVOK | Evoke PLC | Neutral | 25.1p | 66p | 34p | Reiteration |
| 02/12/2025 | FLTR | Flutter Entertainment PLC | Overweight | 15960p | 27100p | 25300p | Reiteration |
| 02/12/2025 | HSBA | HSBC Holdings PLC | Neutral | 1087.8p | 1010p | 1060p | Reiteration |
| 02/12/2025 | IHG | InterContinental Hotels Group PLC | Overweight | 10100p | 10400p | 11900p | Reiteration |
| 02/12/2025 | LLOY | Lloyds Banking Group PLC | Neutral | 97.36p | 100p | 102p | Reiteration |
| 02/12/2025 | MARS | Marston's PLC | Overweight | 60.2p | 78p | 85p | Reiteration |
| 02/12/2025 | MAB | Mitchells & Butlers PLC | Neutral | 282.5p | 340p | 340p | Reiteration |
| 02/12/2025 | NWG | NatWest Group PLC | Overweight | 640.2p | 730p | 730p | Reiteration |
| 02/12/2025 | PSN | Persimmon PLC | Outperform | 1340p | 1375p | 1750p | Upgrade |
| 02/12/2025 | STAN | Standard Chartered PLC | Overweight | 1700.5p | 1770p | 1880p | Reiteration |
| 02/12/2025 | SMWH | WH Smith PLC | Overweight | 672.5p | 750p | 800p | Reiteration |
| 02/12/2025 | WTB | Whitbread PLC | Neutral | 2403p | 2900p | 2450p | Reiteration |
| 02/12/2025 | YNGA | Young & Co's Brewery | Overweight | 739p | 1360p | 1190p | Reiteration |
| 01/12/2025 | EZJ | easyJet PLC | Underweight | 493.5p | 500p | 400p | Downgrade |
| 01/12/2025 | JET2 | Jet2 PLC | Neutral | 1384p | 1850p | 1450p | Downgrade |
| 01/12/2025 | WIZZ | Wizz Air Holding PLC | Neutral | 1165p | 1050p | 1200p | Reiteration |
| 28/11/2025 | ATG | Auction Technology Group PLC | Overweight | 282p | 690p | 695p | Reiteration |
| 28/11/2025 | BRBY | Burberry Group PLC | Underweight | 1139.5p | 850p | 950p | Downgrade |
| 28/11/2025 | DLN | Derwent London PLC | Neutral | 1700p | 2400p | 2100p | Downgrade |
| 28/11/2025 | N91 | Ninety One PLC | Neutral | 216p | 226p | 222p | Reiteration |
| 28/11/2025 | VOD | Vodafone Group PLC | Underweight | 94.02p | 62p | 71p | Reiteration |
| 27/11/2025 | LAND | Land Securities Group PLC | Neutral | 605p | 425p | 440p | Reiteration |
| 26/11/2025 | AV. | Aviva PLC | Overweight | 735p | 725p | Reiteration | |
| 26/11/2025 | BEZ | Beazley PLC | Overweight | 798p | 1050p | 1025p | Reiteration |
| 26/11/2025 | BATS | British American Tobacco PLC | Neutral | 4357p | 3300p | 4150p | Reiteration |
| 26/11/2025 | DGE | Diageo PLC | Neutral | 1716.5p | 2500p | 2000p | Reiteration |
| 26/11/2025 | FEVR | Fevertree Drinks PLC | Neutral | 794p | 850p | 900p | Reiteration |
| 26/11/2025 | HLN | Haleon PLC | Underweight | 370.8p | 315p | 335p | Reiteration |
| 26/11/2025 | HLMA | Halma PLC | Neutral | 3610p | 3200p | 3500p | Reiteration |
| 26/11/2025 | RKT | Reckitt Benckiser Group PLC | Neutral | 5892p | 5500p | 6100p | Reiteration |
| 26/11/2025 | ULVR | Unilever PLC | Overweight | 4521p | 5400p | 5700p | Reiteration |
| 25/11/2025 | BCG | Baltic Classifieds Group PLC | Underweight | 227.5p | 400p | 194p | Downgrade |
| 25/11/2025 | BOY | Bodycote PLC | Neutral | 614.5p | Reiteration | ||
| 25/11/2025 | RMV | Rightmove PLC | Underweight | 536.8p | 555p | 500p | Reiteration |
| 24/11/2025 | ASC | ASOS PLC | Neutral | 218.5p | 270p | 240p | Reiteration |
| 24/11/2025 | BAB | Babcock International Group PLC | Overweight | 1132p | 1450p | 1500p | Reiteration |
| 24/11/2025 | TRN | Trainline PLC | Neutral | 237.6p | 330p | 300p | Reiteration |
| 24/11/2025 | SMWH | WH Smith PLC | Overweight | 638p | 900p | 750p | Reiteration |
| 17/11/2025 | III | 3i Group PLC | Overweight | 3399p | Reiteration | ||
| 17/11/2025 | FLTR | Flutter Entertainment PLC | Overweight | 14730p | Reiteration | ||
| 17/11/2025 | LAND | Land Securities Group PLC | Neutral | 608p | Reiteration | ||
| 17/11/2025 | MRO | Melrose Industries PLC | Overweight | 626.4p | 600p | 750p | Reiteration |
| 14/11/2025 | CTEC | ConvaTec Group PLC | Overweight | 245.8p | Reiteration | ||
| 14/11/2025 | EMG | Man Group PLC | Neutral | 208.4p | 188p | 209p | Reiteration |
| 14/11/2025 | QLT | Quilter PLC | Overweight | 181.3p | 186p | 189p | Reiteration |
| 14/11/2025 | TRN | Trainline PLC | Neutral | 263.8p | 325p | 330p | Reiteration |
| 12/11/2025 | VSVS | Vesuvius PLC | Neutral | 383p | 350p | 340p | Reiteration |
| 11/11/2025 | AV. | Aviva PLC | Overweight | 735p | Reiteration | ||
| 11/11/2025 | BARC | Barclays PLC | Outperform | 422.85p | 500p | 525p | Reiteration |
| 11/11/2025 | CRH | CRH PLC | Overweight | 8584p | 9645p | 10256p | Reiteration |
| 11/11/2025 | LSEG | London Stock Exchange Group PLC | Overweight | 9186p | 13300p | Reiteration | |
| 11/11/2025 | WISE | Wise Class A | Overweight | 945.5p | 1380p | 1375p | Reiteration |
| 10/11/2025 | AZN | AstraZeneca PLC | Overweight | 13126p | Reiteration | ||
| 10/11/2025 | RMV | Rightmove PLC | Underweight | 563.4p | 627p | 555p | Reiteration |
| 10/11/2025 | SBRY | Sainsbury (J) PLC | Overweight | 351p | 363p | 355p | Reiteration |
| 07/11/2025 | AUTO | Auto Trader Group PLC | Underweight | 751.2p | 765p | 770p | Reiteration |
| 07/11/2025 | GSK | GSK PLC | Underweight | 1768.5p | 1400p | 1500p | Reiteration |
| 07/11/2025 | HIK | Hikma Pharmaceuticals PLC | Overweight | 1582p | 2500p | 2400p | Reiteration |
| 07/11/2025 | ITV | ITV PLC | Overweight | 78.95p | 112p | 105p | Reiteration |
| 07/11/2025 | MNG | M&G PLC | Overweight | 270p | 305p | 315p | Reiteration |
| 07/11/2025 | SN. | Smith & Nephew PLC | Overweight | Reiteration | |||
| 06/11/2025 | ANTO | Antofagasta PLC | Overweight | 2746p | Reiteration | ||
| 06/11/2025 | AHT | Ashtead Group PLC | No Recommendation | 4790p | Reiteration | ||
| 06/11/2025 | CCH | Coca-Cola HBC AG | Overweight | 3514p | Reiteration | ||
| 06/11/2025 | HSX | Hiscox Ltd | Overweight | 1354p | 1400p | 1500p | Reiteration |
| 06/11/2025 | MKS | Marks & Spencer Group PLC | Overweight | 389.1p | Reiteration | ||
| 05/11/2025 | ABF | Associated British Foods PLC | Neutral | 2216p | 2215p | 2095p | Reiteration |
| 04/11/2025 | N91 | Ninety One PLC | Neutral | 223.2p | 223p | 226p | Reiteration |
| 04/11/2025 | SPX | Spirax-Sarco Engineering PLC | Neutral | 7030p | 7400p | 7500p | Reiteration |
| 04/11/2025 | SSE | SSE PLC | Overweight | 1888p | 2425p | Reiteration | |
| 31/10/2025 | HLN | Haleon PLC | Underweight | 354.1p | Reiteration | ||
| 31/10/2025 | IPC | International Paper Company | Neutral | 2980p | 4000p | 3600p | Reiteration |
| 31/10/2025 | SHEL | Shell PLC | Overweight | 2847.5p | Reiteration | ||
| 31/10/2025 | SSPG | SSP Group PLC | Neutral | 153.6p | Reiteration | ||
| 31/10/2025 | WPP | WPP Group PLC | Neutral | 287.5p | 420p | 360p | Reiteration |
| 30/10/2025 | AML | Aston Martin Lagonda Global Holdings PLC | Neutral | 64p | 62p | 58p | Reiteration |
| 30/10/2025 | HSBA | HSBC Holdings PLC | Neutral | 1069.8p | 950p | 1010p | Reiteration |
| 30/10/2025 | NXT | Next PLC | Neutral | 14520p | 11700p | 13030p | Reiteration |
| 30/10/2025 | PRU | Prudential PLC | Overweight | 1062.5p | Reiteration | ||
| 30/10/2025 | STAN | Standard Chartered PLC | Overweight | 1571p | Reiteration | ||
| 29/10/2025 | EVOK | Evoke PLC | Neutral | 42p | 82p | 66p | Reiteration |
| 29/10/2025 | VSVS | Vesuvius PLC | Neutral | 382.8p | 330p | 350p | Reiteration |
| 28/10/2025 | BA. | BAE Systems PLC | Overweight | Reiteration | |||
| 28/10/2025 | BOY | Bodycote PLC | Neutral | 632.5p | 610p | 600p | Reiteration |
| 28/10/2025 | DNLM | Dunelm Group PLC | Neutral | 1150p | 1140p | 1240p | Reiteration |
| 28/10/2025 | GEN | Genuit Group PLC | Overweight | 373.5p | Reiteration | ||
| 28/10/2025 | STJ | St James's Place PLC | Overweight | 1350.5p | 1600p | 1620p | Reiteration |
| 23/10/2025 | ABDN | Aberdeen Group PLC | Overweight | 203.8p | 234p | 242p | Reiteration |
| 23/10/2025 | BARC | Barclays PLC | Overweight | 386.7p | Reiteration | ||
| 23/10/2025 | BEZ | Beazley PLC | Overweight | 906p | Reiteration | ||
| 23/10/2025 | BHP | BHP Group PLC | Neutral | 2094p | 2200p | 2100p | Reiteration |
| 23/10/2025 | GSK | GSK PLC | Underweight | 1646.5p | Reiteration | ||
| 23/10/2025 | THG | Hanover Insurance Group Inc | Neutral | 48.88p | Reiteration | ||
| 23/10/2025 | N91 | Ninety One PLC | Overweight | 226p | 190p | 223p | Reiteration |
| 21/10/2025 | ASHM | Ashmore Group PLC | Underweight | 180.3p | Reiteration | ||
| 20/10/2025 | HSBA | HSBC Holdings PLC | Neutral | 969.79p | 940p | 950p | Reiteration |
| 20/10/2025 | MNDI | Mondi PLC | Neutral | 824.2p | 1180p | 840p | Reiteration |