Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. More Details
Share Price & News
How has Witan Investment Trust's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: WTAN is less volatile than 75% of UK stocks over the past 3 months, typically moving +/- 2% a week.
Volatility Over Time: WTAN's weekly volatility (2%) has been stable over the past year.
7 Day Return
GB Capital Markets
1 Year Return
GB Capital Markets
Return vs Industry: WTAN matched the UK Capital Markets industry which returned 13.6% over the past year.
Return vs Market: WTAN exceeded the UK Market which returned -0.2% over the past year.
Long-Term Price Volatility Vs. Market
How volatile is Witan Investment Trust's share price compared to the market and industry in the last 5 years?
Simply Wall St News
Is Witan Investment Trust undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: WTAN (£2.23) is trading above our estimate of fair value (£2.23)
Significantly Below Fair Value: WTAN is trading above our estimate of fair value.
Price To Earnings Ratio
PE vs Industry: WTAN is unprofitable, so we can't compare its PE Ratio to the GB Capital Markets industry average.
PE vs Market: WTAN is unprofitable, so we can't compare its PE Ratio to the UK market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate WTAN's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: WTAN is good value based on its PB Ratio (1.1x) compared to the GB Capital Markets industry average (1.6x).
How is Witan Investment Trust forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Forecasted Diversified Financials industry annual growth in earnings
In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Witan Investment Trust has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.
This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.
How has Witan Investment Trust performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: WTAN is currently unprofitable.
Growing Profit Margin: WTAN is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: WTAN is unprofitable, and losses have increased over the past 5 years at a rate of 14.4% per year.
Accelerating Growth: Unable to compare WTAN's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: WTAN is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (-1.4%).
Return on Equity
High ROE: WTAN has a negative Return on Equity (-9.35%), as it is currently unprofitable.
How is Witan Investment Trust's financial position?
Financial Position Analysis
Short Term Liabilities: WTAN's short term assets (£26.3M) exceed its short term liabilities (£9.3M).
Long Term Liabilities: WTAN's short term assets (£26.3M) do not cover its long term liabilities (£157.0M).
Debt to Equity History and Analysis
Debt Level: WTAN's debt to equity ratio (9.2%) is considered satisfactory.
Reducing Debt: WTAN's debt to equity ratio has reduced from 12.1% to 9.2% over the past 5 years.
Debt Coverage: WTAN's debt is not well covered by operating cash flow (19.3%).
Interest Coverage: Insufficient data to determine if WTAN's interest payments on its debt are well covered by EBIT.
What is Witan Investment Trust current dividend yield, its reliability and sustainability?
Current Dividend Yield
Dividend Yield vs Market
Notable Dividend: WTAN's dividend (2.44%) is higher than the bottom 25% of dividend payers in the UK market (1.48%).
High Dividend: WTAN's dividend (2.44%) is low compared to the top 25% of dividend payers in the UK market (4.52%).
Stability and Growth of Payments
Stable Dividend: WTAN's dividends per share have been stable in the past 10 years.
Growing Dividend: WTAN's dividend payments have increased over the past 10 years.
Current Payout to Shareholders
Dividend Coverage: WTAN is paying a dividend but the company is unprofitable.
Future Payout to Shareholders
Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.
How experienced are the management team and are they aligned to shareholders interests?
Average board tenure
Andrew L. Bell (64 yo)
Mr. Andrew L. C. Bell, MA, has been Chief Executive Officer of Witan Investment Trust plc since February 8, 2010. Mr. Bell is responsible for the overall management of Witan. He has been the Chief Executiv...
|Chief Executive Officer and Director||11yrs||UK£486.80k||0.11% |
|Senior Independent Director||13yrs||UK£31.00k||0.016% |
|Non-Executive Director||9.75yrs||UK£27.00k||no data|
|Non-Executive Director||no data||no data||0.032% |
|Non-Executive Director||8.83yrs||UK£27.00k||0.0065% |
|Non-Executive Director||14yrs||UK£31.00k||no data|
|Non-Executive Director||14yrs||UK£27.00k||no data|
|Non-Executive Director||11.92yrs||UK£31.00k||no data|
Experienced Board: WTAN's board of directors are seasoned and experienced ( 12.5 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: WTAN insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Witan Investment Trust plc's company bio, employee growth, exchange listings and data sources
- Name: Witan Investment Trust plc
- Ticker: WTAN
- Exchange: LSE
- Founded: 1909
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Market Cap: UK£1.760b
- Shares outstanding: 789.04m
- Website: https://www.witan.com
Number of Employees
- Witan Investment Trust plc
- Cassini House
- 57 St James's Street
- Greater London
- SW1A 1LD
- United Kingdom
|Ticker||Exchange||Primary Security||Security Type||Country||Currency||Listed on|
|WITI.F||OTCPK (Pink Sheets LLC)||Yes||Ordinary Shares||US||USD||Jan 1992|
|WTAN||LSE (London Stock Exchange)||Yes||Ordinary Shares||GB||GBP||Jan 1992|
|WTANL||BATS-CHIXE (BATS 'Chi-X Europe')||Yes||Ordinary Shares||GB||GBP||Jan 1992|
Witan Investment Trust plc is a closed-ended equity mutual fund launched and managed by Witan Investment Services Limited. The fund is co-managed by Artemis Investment Management LLP, Lindsell Train Limite...
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/02/27 19:42|
|End of Day Share Price||2021/02/26 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.