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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Antofagasta | 3,818.0 | 6.6% |
| Endeavour Mining | 4,422.0 | 5.9% |
| Fresnillo | 3,878.0 | 5.0% |
| Glencore | 501.1 | 4.8% |
| Rolls Royce Holdings | 1,275.0 | 3.7% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| NatWest Group | 620.0 | -6.0% |
| British American Tobacco | 4,456.0 | -3.3% |
| Barratt Redrow | 375.4 | -2.8% |
| BT Group | 201.4 | -2.5% |
| Auto Trader Group | 474.4 | -2.4% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,386 | 0.2% | 18.5% |
| DOW JONES INDUS. AVG | 50,136 | 0.0% | 12.7% |
| DAX INDEX | 25,015 | 1.2% | 14.2% |
| NIKKEI 225 | 57,651 | 2.3% | 48.6% |
| S&P/ASX 200 INDEX | 8,867 | 0.0% | 4.5% |
| Commodities | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 64.29 | 0.11% |
| Brent Crude (ICE) | USD/bbl. | 69.00 | 0.06% |
| Gold Spot | USD/t oz. | 5,023 | 0.7% |
| Copper (Comex) | USd/lb. | 591 | 0.9% |
Click graph to enlarge
The UK 100 is called to open +19 at 10,405. The UK 100 looks set to open higher today, this comes after an up and down session to kick of the week for the UK’s blue-chip index.
Stateside yesterday saw the S&P rise, boosted by technology stocks, while the Dow Jones Industrial Average reached new heights as investors awaited critical economic data and another batch of earnings reports following a volatile week that ended with the 30-stock index reaching a key milestone. The broad-based index advanced for a second straight day, rising 0.47% and ending at 6,964.82. The blue-chip Dow eked out a 20.20-point gain, or 0.04%, and settled at 50,135.87. The Dow Industrials scored a fresh all-time intraday high and closing record. The Nasdaq Composite jumped 0.9%, closing at 23,238.67. Nvidia and Broadcom were standouts yet again Monday, extending their gains from the previous session with an advance of 2.5% and 3.3%, respectively. Shares of fellow artificial intelligence player Oracle were up 9.6% after receiving an upgrade to buy from neutral at D.A. Davidson due to optimism around OpenAI and its beneficiaries.
Asian equities extended their rally, pushing regional benchmarks to fresh record highs as optimism around Japan’s political outlook and global tech sentiment carried into a new session. Japan once again led the region. The Nikkei surged above 57,600, marking another all-time high, while the TOPIX also hit record levels. The rally is being driven by the so-called “Takaichi trade”, with markets welcoming decisive political leadership and expectations of pro-growth fiscal policy, tax incentives and increased domestic investment. Elsewhere, Hong Kong and South Korea posted further gains, supported by technology stocks as concerns around AI disruption continued to ease. Mainland Chinese markets were steadier, while broader Asian indices touched record territory. The yen strengthened for a second day following verbal jawboning from Japanese officials and a reduction in political uncertainty. Meanwhile, the yuan rose to its strongest level since May 2023 amid reports that China is encouraging banks to limit exposure to US Treasuries.
AstraZeneca announced on Tuesday that its revenue in the fourth quarter of fiscal 2025 stood at $15.5 billion, rising by 4% compared to the same quarter in the previous year and slightly exceeding expectations. The pharmaceutical company’s diluted earnings per share (EPS) rose by 55% year-on-year to land at $1.49 in the reported quarter, while its operating profit reached $3 billion, jumping by 46.3% compared to the previous year. For the full year 2025, AstraZeneca’s revenue came in at $58.7 billion, increasing by 9% compared to full year 2024, while the diluted earnings per share soared by 45% to $6.60.
Barclays today unveiled new financial targets alongside better-than-expected results for 2025. It reported a 13% increase in annual pre-tax profits to £9.1 billion, with the surplus for the final quarter up 12% to £1.86 billion, The City had expected figures in the region of £9 billion and £1.7 billion respectively. Barclays said it aimed to deliver sustainably higher returns through to 2028 and beyond, including return on tangible equity of more than 14% in 2028 .It is also planning at least £15 billion of capital distributions to shareholders between 2026 and 2028.
Bellway reported a slowdown in sales in the six months to January 31 on Tuesday, as economic uncertainty dampened customer demand over the autumn selling season. The company’s private reservation rate, including bulk sales, fell to 0.47 homes per outlet per week in the first half of fiscal 2026, down from 0.51 a year earlier.
BP has halted its share buyback programme after reporting fourth quarter profits in line with expectations, as crude prices slipped below $60 a barrel for the first time in almost five years. The London-listed oil major posted underlying replacement cost profit of $1.54bn for the final three months of 2025, matching the $1.54bn forecast by analysts, according to an LSEG compiled consensus. Full-year net profit for 2025 came in at $7.49bn, slightly below analysts’ expectations of $7.58bn and down from almost $9bn in 2024. The last time the oil major did not launch a quarterly buyback was in 2020, during the early stages of the coronavirus pandemic, when oil prices slumped and energy companies moved to protect their balance sheets. BP’s previous buyback was $750m, announced in November alongside its third quarter results. The group had cut its buyback in April last year from $1.75bn.
UK
AstraZeneca (AZN) – Full-year result
Barclays (BARC) – Full-year results
BP (BP) – Full-year results
Dunelm Group (DNLM) – Half-year results
Bellway (BWY) – Trading statement
US
Coca-Cola Co (NYSE:KO) PMO
Spotify Technology SA (NYSE:SPOT) PMO
Cloudflare Inc (NYSE:NET) AMC
Ford Motor Co (NYSE:F) AMC
Gilead Sciences Inc (NASDAQ:GILD) AMC
Upstart Holdings Inc Ordinary Shares (NASDAQ:UPST) AMC
UK
Barratt Redrow (BTRW) – Half-year results
Severn Trent (SVT) – Trading statement
PZ Cussons (PZC) – Half-year results
Renishaw (RSW) – Half-year results
MJ Gleeson (GLE) – Half-year results
Smurfit Westrock (SWR) – Full-year results
US
The Kraft Heinz Co (NASDAQ:KHC) PMO
McDonald’s Corp (NYSE:MCD) PMO
Shopify Inc (NASDAQ:SHOP) PMO
Unity Software Inc Ordinary Shares (NYSE:U) PMO
Cisco Systems Inc (NASDAQ:CSCO) AMC
QuantumScape Corp (NASDAQ:QS) AMC
UK BRC Like-For-Like Retail Sales
US ADP Employment Change 4-week average
US Employment Cost Index
US Retail Sales
Fed’s Hammack speech
UK 100 companies going ex-dividend on 12th February 2026:
Pershing Square Holdings
UK 250 companies going ex-dividend on 12th February 2026:
Greencoat UK Wind
International Public Partnerships
Rank Group
UK 250 companies going ex-dividend on 13th February 2026:
Carnival Corporation
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