PWLBtoday
Counterparty/Investec plc
Built 2026-09-14 17:10 UTCBeta
IN

Investec plc

Group · UKAA · LEI 2138007Z3U5GWDN3MY22
Counterparty scoreNot scored: no capital ratios
—
not enough data to place among peers
coverage8% of the method
Rating69w 40
Capital—w 25
Liquidity—w 15
Stability—w 10
Assets—w 5
Profit73w 5
Rating anchor and public pillars with published weights (w).No score: a score needs an agency rating and current capital ratios. Market overlay —, bounded at ±10. Method
Agency ratingscompositeA-Stable (bonds)
Moody's
A3▲
ST P-2
2026-08-25
ESMA European Rating Platform, checked daily · ▲ positive ▼ negative ◆ watch ▶ stableRating history
CET1 ratio—not yet collected
Leverage ratio—not yet collected
Total capital—not yet collected
LCR—not yet collected
NSFR—not yet collected
Risk-weighted assets—not yet collected
6 series held, up to 48 periods each. Click a card to open it full size with every point and its date. The grey band on a ratio is where this bank’s peer group stands today, quartile to quartile, with the median dashed — not a peer history.
Liquidity and funding
Profitability and efficiency
Balance sheet

Rating history

Every action the European Rating Platform holds, since 2015. The composite is the median of the agencies on the day.
3upgrades
3.0notches stronger
20162017201820192020202120222023202420252026A-BBB+BBBBBB-composite BBB- from 2015-07-01composite BBB from 2016-02-02composite BBB+ from 2016-04-26composite A- from 2026-04-14A-COMPOSITEMoody'sMoody's Baa3 from 2015-07-01 to 2016-02-02Baa3Moody's Baa2 from 2016-02-02 to 2016-04-26Moody's Baa1 from 2016-04-26 to 2026-04-14Baa1Moody's A3 from 2026-04-14, stillA3Moody's: stable outlook from 2015-07-01Moody's: watch positive outlook from 2016-02-02Moody's: positive outlook from 2017-09-14Moody's: stable outlook from 2019-02-01Moody's: positive outlook from 2024-08-23Moody's: stable outlook from 2026-04-14Moody's: positive outlook from 2026-08-25A3
AAACCCpositive outlookstablenegativewent on watch

Every move since 2015

  • 2026-04-14↑Moody's upgrade Baa1 → A3 · 1 notch
  • 2016-04-26↑Moody's upgrade Baa2 → Baa1 · 1 notch
  • 2016-02-02↑Moody's upgrade Baa3 → Baa2 · 1 notch

Every rating held today

AgencyTypeRatingOutlookDate
Moody'sissuer credit · long-termA3positive2026-08-25
Moody'sissuer credit · short-termP-2—2026-08-25
Source: ESMA European Rating Platform, checked daily, with agency attribution.
Share price, 12 monthsGBp
486.75543.35599.95656.55713.1525-09: 544.5025-09: 572.5025-09: 574.5025-09: 561.5025-09: 565.0025-10: 558.5025-10: 557.0025-10: 566.0025-10: 571.0025-10: 582.5025-10: 578.5025-11: 579.5025-11: 583.5025-11: 585.5025-11: 536.0025-11: 548.5025-12: 524.5025-12: 531.5025-12: 530.5025-12: 541.5025-12: 550.5026-01: 570.0026-01: 576.0026-01: 594.5026-01: 593.0026-01: 605.0026-02: 617.0026-02: 615.5026-02: 626.0026-02: 640.0026-02: 640.5026-03: 629.0026-03: 606.0026-03: 581.0026-03: 586.5026-03: 567.0026-03: 566.5026-04: 592.0026-04: 630.0026-04: 648.0026-04: 637.0026-04: 619.5026-05: 615.0026-05: 597.0026-05: 601.0026-05: 630.5026-05: 652.5026-06: 638.0026-06: 626.5026-06: 635.0026-06: 640.5026-06: 609.5026-07: 602.5026-07: 607.5026-07: 612.0026-07: 620.0026-07: 634.0026-07: 646.0026-08: 675.5026-08: 670.0026-08: 663.5026-08: 637.0026-08: 645.0026-09: 661.0026-09: 665.00665.0025-0925-1025-1226-0226-0426-0626-09
30-day realised volatility23.0%
Drawdown from 52-week high-3.8%
Market signal Stable (bonds)
Last price2026-09-14
Bond yields vs peers, 31-day−14 bp (4 bonds, 2026-09-14)
CDS levels, bond yields and agency ratings feed the private market overlay and are never shown as levels; only the direction and the change against peers are public.
Every event held for this name, newest first: rating actions, Pillar 3 documents and filtered headlines. Severity is rules-based — read the source.
2026-08-25
Moody's affirmation: Issuer Rating A3
ESMA European Rating Platform
info
2026-08-25
Moody's affirmation: Issuer Rating P-2
ESMA European Rating Platform
info
2026-08-25
Moody's removed under stable outlook: Issuer Rating
ESMA European Rating Platform
info
2026-08-25
Moody's placed under positive outlook: Issuer Rating
ESMA European Rating Platform
good
2026-08-20
Vanessa Olver To Resign From Investec Boards Ahead Of Executive Role - DirectorsTalk Interviews
DirectorsTalk Interviews
warn
2026-05-18
Investec Bank appoints new independent Non-Executive Director - channeleye.media
channeleye.media
info
2026-04-14
Moody's affirmation: Issuer Rating P-2
ESMA European Rating Platform
info
2026-04-14
Moody's upgrade: Issuer Rating A3
ESMA European Rating Platform
good
2026-04-14
Moody's removed under positive outlook: Issuer Rating
ESMA European Rating Platform
good
2026-04-14
Moody's placed under stable outlook: Issuer Rating
ESMA European Rating Platform
info
2025-08-13
Moody's affirmation: Issuer Rating P-2
ESMA European Rating Platform
info
2025-08-13
Moody's affirmation: Issuer Rating Baa1
ESMA European Rating Platform
info
2025-08-13
Moody's maintained under positive outlook: Issuer Rating
ESMA European Rating Platform
good

Documents and feeds

ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing
3 documents · 6 metrics · 2021-03-31 to 2026-03-31
Latest source
Yahoo Finance fundamentals · public API
1 document · 2 metrics · 2025-03-31 to 2026-03-31
Latest source

Latest value of every metric held

MetricValueReference dateSourceConfidence
Total deposits (currency millions)47,532.092026-03-31Yahoo Finance fundamentals · public API0.80
Cost-to-income or efficiency ratio60.642026-03-31ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing0.75
Net interest margin2.332026-03-31ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing0.75
Return on assets1.102026-03-31ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing0.85
Return on equity9.432026-03-31ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing0.85
Total assets (currency millions)32,000.012026-03-31ESEF annual accounts (filings.xbrl.org) · tagged XBRL filing0.85