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Herald Investment Trust Plc(LSE) HRI

Market Cap£549.22MMarket 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)+3,194%
5 Year+15%
1 Year+19%
1 Month-1%
£29.45
+2.44%
+0.70Today
Herald Investment Trust Plc last closing stock price
MetricPriceDate
Last closeGBX 2,950.002026-09-18
Herald Investment Trust Plc stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week+2.25%GBX 2,885.002026-09-11
1 month-1.17%GBX 2,985.002026-08-19
3 month-4.53%GBX 3,090.002026-06-19
Year to date+22.66%GBX 2,405.002025-12-31
1 year+19.19%GBX 2,475.002025-09-18
3 year+69.54%GBX 1,740.002023-09-19
5 year+14.56%GBX 2,575.002021-09-17
Since inception+3,193.51%GBX 0.871994-02-21

Herald Investment Trust Plc Financials at a Glance

Market Cap

£549.22MMarket 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

3.21

Dividend

£0.00

Beta (Volatility)

0.08 (Low)

Price

£29.45

Volume

8,190

Open

£29.45

Previous Close

£28.75

Daily Range

£28.94 - £29.45

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 seeks to capitalize on growth opportunities in dynamic sectors across global markets.

Products and Services
  • Investment in small-cap technology and telecommunications companies
  • Active management by Herald Investment Management Limited
  • Focus on long-term capital appreciation
Growth Outlook
  • Recent quarterly revenue reached £348.56 million, showcasing strong performance
  • Trailing twelve months (TTM) net income margin stands at 1.02%, indicating profitability
  • Return on equity (ROE) of 29.18% reflects effective management of shareholder funds
Financial Highlights
  • Market capitalization of approximately £1.36 billion, indicating robust market presence
  • Price-to-earnings (P/E) ratio of 3.17 suggests potential undervaluation
  • Cash and cash equivalents of £640.15 million provide strong liquidity
Herald Investment Trust PLC operates within the asset management industry, primarily targeting small-cap companies with market capitalizations under £750 million. The company’s investment strategy is designed to leverage growth in technology and telecommunications sectors, which are often characterized by rapid innovation and expansion. The recent financial performance highlights a significant increase in quarterly revenue, reflecting the company's ability to identify and capitalize on lucrative investment opportunities. The impressive net income margin and return on equity further underscore the effectiveness of the management team in generating returns for shareholders. With a strong market capitalization and a low P/E ratio, Herald Investment Trust PLC may present an attractive opportunity for investors looking for exposure to small-cap growth sectors. The substantial cash reserves enhance the company's financial stability, allowing for flexibility in investment decisions and potential future growth initiatives.
AI Generated • Sep 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

31.15%

Dividend Yield

0.00%

Payout Ratio

0.00%

Stock Overview

Market Cap

£549.22MMarket 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

8.19K

Avg. Volume

160.78K

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

£549.22MMarket 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 £29.45 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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