The Tip Desk

Gb — page 2

Aviva declares 14 pence interim dividend for 2026

The diversified insurer reported total Group assets under management of £479 billion as of 30 June 2026.
Earnings · August 14, 2026

Antofagasta EBITDA rises 27% on higher realized copper prices

The Chile-based copper producer reported a 53% increase in operating cash flow to $2,772.9 million for the first half of 2026.
Earnings · August 13, 2026

InterContinental Hotels Group Reports 13% Adjusted EPS Growth

The global hospitality company grew its adjusted EPS by 13% in the first half of 2026, supported by a 4.1% increase in global RevPAR.
Earnings · August 11, 2026

Position Disclosures Filed for Schroders Plc

Multiple entities, including Barclays Capital Securities Ltd and Societe Generale SA, have disclosed interests in the securities of Schroders Plc.
Deals · August 7, 2026

Isotope Bidco Limited Identified as Party to Intertek Group Plc Offer

Barclays Capital Securities Ltd discloses positions and dealings in Intertek Group Plc securities.
Deals · August 7, 2026

Smith & Nephew Reports H1 2026 Profit Growth Amid Softer Revenue

Trading profit rose 8.1% to $566 million as efficiency savings and tariff refunds offset softer revenue growth and acquisition dilution.
Earnings · August 4, 2026

Fresnillo Plc Reports 130.7% Surge in First-Half Gross Profit

Higher precious metals prices drive strong financial performance despite declines in silver and gold production.
Earnings · August 4, 2026

UK Mid-Year 2026 Filing Synthesis: Capital Allocation and Operational Momentum

Major issuers demonstrate a strong preference for shareholder returns via buybacks and dividends, while industrial and mining sectors leverage commodity strength and defense demand to raise guidance.
Filing Trends · July 31, 2026

Pearson Plc Reports 14% Underlying Growth in Adjusted Operating Profit for H1 2026

The lifelong learning company reiterates its full-year 2026 guidance following strong performance in Virtual Learning and Enterprise segments.
Earnings · July 31, 2026

Melrose Industries Reports H1 2026 Adjusted Operating Profit Growth

The aerospace and defence group saw adjusted operating profit rise 16% to £347 million, though a chemical tank incident at its Garden Grove site impacted results.
Earnings · July 31, 2026

Intertek Group Plc Reports Strong H1 2026 Growth and Adjusted Profit Increase

The company reports a 5.9% increase in revenue and a 12.1% rise in adjusted operating profit, while reiterating a mid-single digit LFL revenue growth outlook for the full year.
Earnings · July 31, 2026

Barclays Capital Securities Ltd Discloses Positions in Schroders Plc

The exempt principal trader reported multiple dealings and holdings in 20p ordinary shares of the company through July 2026.
Deals · July 31, 2026

Isotope Bidco Limited Linked to Intertek Group Plc Offer

Barclays Capital Securities Ltd discloses positions and dealings in Intertek Group Plc securities.
Deals · July 31, 2026

Segro Reports H1 2026 Profit Growth Amid Acquisition Proposal

Adjusted pre-tax profit rose 6.3% to £268 million, while the board indicates it would be minded to recommend a fourth acquisition proposal from Prologis.
Earnings · July 30, 2026

Schroders Declares Interim Dividend Following Half-Year Results

The company also moves forward with a recommended cash acquisition by Nuveen subsidiary Pantheon, LLC.
Earnings · July 30, 2026

Rentokil Initial Reports H1 2026 Growth and Debt Reduction

The company saw revenue rise to $3.589 billion and reduced its net debt to EBITDA ratio to 2.4x, while maintaining its full-year profit outlook despite recent weakness in North American residential leads.
Earnings · July 30, 2026

Rolls-Royce Raises 2026 Guidance Following Strong Half-Year Performance

Underlying operating profit rose 46% to £2.5bn in the first half of 2026, driven by strategic transformation and growth across all divisions.
Earnings · July 30, 2026

London Stock Exchange Group Reports Record First Half Performance

LSEG raises full-year guidance and completes £2.1 billion in share buybacks following strong growth across all business segments.
Earnings · July 30, 2026

Informa Plc Reaffirms 2026 Guidance Following Strong H1 Underlying Growth

The group increased its 2026 share buyback programme to £350m and reported a return to statutory profitability.
Earnings · July 30, 2026

British American Tobacco Reports H1 2026 Results with New Categories Growth

Revenue rose 1.4% to £12.2 billion as smokeless products increased their share of group revenue to 19.8%.
Earnings · July 30, 2026

BAE Systems Upgrades Full Year Guidance Following Strong Half-Year Performance

The defense contractor reported a record £84.0bn order backlog and a 13% increase in underlying EPS for the period ending June 30, 2026.
Earnings · July 30, 2026

Anglo American Reports Higher Underlying EBITDA and Free Cash Flow for First Half 2026

The company increased its interim dividend to $0.23 per share while advancing the sale of De Beers and Steelmaking Coal.
Earnings · July 30, 2026

Reckitt Benckiser Announces Interim Dividend Increase and New Share Buyback

The company will repurchase up to £500 million in shares over the next year and has raised its interim dividend to 88.6 pence.
Earnings · July 29, 2026

Rio Tinto Reports Higher H1 2026 Earnings and Increases Interim Dividend

The mining group saw a 28% rise in underlying EBITDA and a 75% jump in free cash flow, driven by productivity gains and favorable commodity prices.
Earnings · July 29, 2026

AstraZeneca Reports H1 2026 Growth, Reconfirms Full-Year Guidance

Total revenue rose 6% at constant exchange rates, driven by Oncology and Rare Disease performance despite headwinds in China and the US.
Earnings · July 27, 2026

RELX Reports Strong First Half 2026 Growth and Reaffirms Outlook

The global analytics provider saw underlying revenue rise 7% and adjusted operating margins improve to 35.5%.
Earnings · July 23, 2026

Centrica Announces Interim Dividend for Period Ending June 30, 2026

The company has proposed an interim dividend of 2.0p per share.
Earnings · July 23, 2026

Next Raises Guidance Again as Full-Price Sales Outrun the Market

The retailer lifted its profit guide for the third time this year, and the composition of the beat has shifted.
Earnings · July 23, 2026

Melrose to Separate Its Aerospace Aftermarket Business

The demerger would leave two companies with very different capital intensities and very different multiples.
Deals · July 21, 2026

Severn Trent Reports 46% PBIT Growth and Record Capital Investment

The company increased its total dividend to 126.02 pence per share and invested £1.9 billion in assets during the 2025/26 financial year.
Earnings · July 9, 2026

UK Mid-Year 2026 Synthesis: Capital Discipline and AI Integration

Issuers demonstrate a strong preference for shareholder returns via buybacks and dividends, while technology-driven growth and macroeconomic volatility define the outlook.
Filing Trends · June 30, 2026

Vodafone Revenue Hits €40.5 Billion Following Three UK Consolidation

Total revenue increased 8.0% to €40.5 billion as the company integrates Three UK
Earnings · June 24, 2026

SSE launches £33bn investment plan to expand UK electricity networks

The energy company expects an earnings uplift of around 50% over the five-year plan
Earnings · June 12, 2026

Experian Reports 8% Organic Revenue Growth for Fiscal 2026

The global data and technology company achieved a Benchmark EBIT margin of 28.6% for the year ended 31 March 2026.
Earnings · June 11, 2026

BT Group reports 24% rise in normalised free cash flow

Lower capital expenditure and favorable working capital timing drove the cash flow increase despite a 2% drop in consumer revenue.
Earnings · June 11, 2026

Airtel Africa profit more than doubles to $813 million

The telecommunications and mobile money provider reported a 280 basis point expansion in EBITDA margin to 49.3%.
Earnings · June 9, 2026

National Grid Underlying Profit Rises to £3.86 Billion

The energy utility reported a total underlying operating profit of £5.68 billion for the year ended 31 March 2026
Earnings · June 3, 2026

Sainsbury's Raises Profit Guidance as Grocery Sales Rise 5.3%

The UK's second largest grocer expects total cash returns to shareholders in financial year 2025/26 to exceed £800 million.
Earnings · June 2, 2026

Land Securities raises EPS outlook on strong rental income growth

The company increased its potential FY30 EPRA EPS from approximately 60 pence to 70 pence.
Earnings · June 2, 2026

Marks and Spencer raises dividend as statutory revenue hits £17.3bn

The retailer increased its full-year dividend by 16.7% to 4.2p per share.
Earnings · June 1, 2026

3i Group Reports Full-Year 2026 Financial Results

The company released its annual report and accounts for the year ending 31 March 2026.
Earnings · May 21, 2026

Tesco raises dividend as group sales reach £66.6bn

Free cash flow rose 11.8% to £1,957m for the 52-week period ended 22 February 2026.
Earnings · May 14, 2026

Imperial Brands Adjusted Operating Profit Rises 0.6% in First Half

The company reported a 1.8% increase in Tobacco and Next Generation Products net revenue on a constant currency basis.
Earnings · May 12, 2026

Compass Group Raises Profit Guidance After Strong First-Half Growth

The food services provider reported underlying operating profit growth of 11.7% on a constant-currency basis for the first half of 2026.
Earnings · May 11, 2026

United Utilities underlying operating profit rises to £1.06 billion

Underlying earnings per share reached 107.1p for the year ended 31 March 2026.
Earnings · April 30, 2026

Informa Hits Record Revenue as B2B Events Drive Growth

The international B2B events and academic markets group reported record revenues of £4,041.4m for 2025.
Earnings · April 30, 2026

Fresnillo Plc EBITDA rises 80.7% on higher precious metals prices

The mining company reported a net cash position of US$1,916.6 million as of 31 December 2025.
Earnings · April 17, 2026

Next Raises Profit Guidance to £1.21 Billion

The UK retailer expects pre-tax profit to rise 4.5% in the year to January 2027.
Earnings · April 16, 2026

Kingfisher Adjusted Pre-Tax Profit Rises 6% to £560 Million

The home improvement retailer reported free cash flow of £512 million for the 2025/26 financial year.
Earnings · April 16, 2026

Rentokil Initial reports 3.8% revenue growth to $6.9 billion

The company generated $615 million in free cash flow from continuing operations, up from $494 million in the prior year.
Earnings · March 25, 2026