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Herald Investment Trust Plc(LSE) HRI

Market Cap£584.56MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (1994)+3,405%
5 Year+28%
1 Year+25%
1 Month+2%
£30.35
-0.82%
-0.25Today
Herald Investment Trust Plc last closing stock price
MetricPriceDate
Last closeGBX 3,035.002026-08-06
Herald Investment Trust Plc stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+2.88%GBX 2,950.002026-07-30
1 month+2.36%GBX 2,965.002026-07-07
3 month+0.33%GBX 3,025.002026-05-08
Year to date+26.2%GBX 2,405.002025-12-31
1 year+24.9%GBX 2,430.002025-08-06
3 year+68.8%GBX 1,798.002023-08-07
5 year+27.52%GBX 2,380.002021-08-06
Since inception+3,405.44%GBX 0.871994-02-21

Herald Investment Trust Plc Financials at a Glance

Market Cap

£584.56MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

£458.56M

Net Income (TTM)

£461.82M

EPS (TTM)

£8.95

P/E Ratio

3.42

Dividend

£0.00

Beta (Volatility)

0.07 (Low)

Price

£30.35

Volume

39,371

Open

£30.55

Previous Close

£30.35

Daily Range

£30.14 - £30.64

52-Week Range

£22.85 - £32.91

Estimated Earnings Date

Feb 18, 2026

HRI News

No articles available.

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About Herald Investment Trust Plc

Herald Investment Trust PLC is a UK-based closed-ended equity investment vehicle that focuses on small-cap firms in technology and telecommunications. Established in 1994, the company actively seeks investment opportunities across global markets, aiming to deliver strong returns for its investors.

Products and Services
  • Investment in small-cap technology and telecommunications companies
  • Active management by experienced investment professionals
  • Focus on long-term capital appreciation
Growth Outlook
  • Recent quarterly revenue reached £74.09 million, indicating strong performance
  • Trailing twelve months (TTM) net income margin stands at 86%, showcasing profitability
  • Cash and cash equivalents increased to £124.27 million, enhancing liquidity
Financial Highlights
  • Price-to-earnings (P/E) ratio of 14.80 suggests reasonable valuation
  • Operating income margin of 90% reflects operational efficiency
  • Return on equity (ROE) at 7.67% indicates effective use of shareholder funds
Herald Investment Trust PLC has demonstrated a robust financial performance, particularly in the most recent quarter, with significant revenue growth and a strong net income margin. The company's focus on small-cap firms in dynamic sectors positions it well for future growth. The liquidity position is also strong, with a substantial increase in cash reserves, providing flexibility for further investments. The operating efficiency and reasonable valuation metrics suggest that the company is well-managed and poised for continued success in the asset management industry.
AI Generated • Jul 17, 2026

Industry

Capital Markets

Sector

Financials

Employees

0

Website

www.heralduk.com

Headquarters

London, GL EC1M 6EE, GB

HRI Financials

Key Financial Metrics (TTM)

Gross Margin

96.78%

Operating Margin

101.10%

Net Income Margin

101.77%

Return on Equity

29.18%

Return on Capital

7.71%

Return on Assets

25.95%

Earnings Yield

29.24%

Dividend Yield

0.00%

Payout Ratio

0.00%

Stock Overview

Market Cap

£584.56MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

19.10M

Volume

39.37K

Avg. Volume

240.45K

Financials (TTM)

Gross Profit

£444.76M

Operating Income

£460.37M

EBITDA

£516.87M

Operating Cash Flow

£59.87M

Capital Expenditure

-£1.10M

Free Cash Flow

£59.87M

Cash & ST Invst.

£640.15M

Total Debt

£0.00

Herald Investment Trust Plc Performance Analysis

Herald Investment Trust Plc annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20232023-12-31GBP 57,884,000-50.6%
20242024-12-31GBP 137,522,000137.6%
20252025-06-30GBP 50,482,000-63.3%
20252025-12-31GBP 152,903,000-63.3%
Herald Investment Trust Plc sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-31-103.2%
Q22025-06-30997.3%
Q42025-12-3183.4%
Q22026-06-30370.4%
Herald Investment Trust Plc annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20232023-12-31GBP 0.81N/A
20242024-12-31GBP 2.50207.8%
20252025-06-30GBP 0.63-74.9%
20252025-12-31GBP 1.99-74.9%
Herald Investment Trust Plc sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q42024-12-31-99.9%
Q22025-06-3024130.8%
Q42025-12-31115.9%
Q22026-06-30458.1%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q2 2026YOY CHG

Revenue

£348.56M

+145.4%

Gross Profit

£341.45M

+164.8%

Gross Margin

97.96%

N/A

Market Cap

£584.56MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

N/A

N/A

Employees

0

N/A

Net Income

£363.22M

+170.7%

EBITDA

£363.39M

+169.4%

Quarterly Fundamentals

Name
Q2 2026YOY CHG

Total Cash

£640.15M

+1506.6%

Total Debt

£0.00

N/A

Accounts Receivable

£5.77M

N/A

Inventory

£0.00

N/A

Long Term Debt

£0.00

N/A

Short Term Debt

£0.00

N/A

Return on Assets

25.95%

N/A

Return on Invested Capital

25.77%

N/A

Free Cash Flow

-£1.20M

-102.9%

Operating Cash Flow

-£1.20M

-102.9%

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Questions About HRI

What is the current price of Herald Investment Trust Plc?

Herald Investment Trust Plc is trading at £30.35 per share.

What is the 52-week range for Herald Investment Trust Plc?

Over the past 52 weeks, Herald Investment Trust Plc has traded between £22.85 and £32.91.

How much debt does Herald Investment Trust Plc have?

As of the most recent reporting period, Herald Investment Trust Plc reported total debt of £0.00.

How much cash does Herald Investment Trust Plc have on hand?

Herald Investment Trust Plc reported £124.27M in cash and cash equivalents in its most recent financial results.

What is Herald Investment Trust Plc’s dividend yield?

Herald Investment Trust Plc does not currently have a dividend yield.

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