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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Coca-Cola Europacific Partners | 7,690.0 | 3.5% |
| Barratt Redrow | 385.6 | 3.1% |
| Airtel Africa | 346.6 | 3.1% |
| Pearson | 929.8 | 2.9% |
| Compass Group | 2,111.0 | 2.8% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Endeavour Mining | 4,510.0 | -3.8% |
| Antofagasta | 3,617.0 | -3.4% |
| Weir Group | 3,430.0 | -2.3% |
| Anglo American | 3,499.0 | -2.2% |
| Fresnillo | 3,734.0 | -2.1% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,556 | 0.8% | 20.4% |
| DOW JONES INDUS. AVG | 49,533 | 0.1% | 11.2% |
| DAX INDEX | 24,998 | 0.8% | 9.7% |
| NIKKEI 225 | 56,566 | -0.4% | 44.0% |
| S&P/ASX 200 INDEX | 8,959 | 0.2% | 6.1% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 62.33 | -0.89% |
| Brent Crude (ICE) | USD/bbl. | ||
| Gold Spot | USD/t oz. | 4,866 | -0.3% |
| Copper (Comex) | USd/lb. |
The UK 100 is called to open +20 at 10,576. The UK 100 looks set to open higher again this morning, extending gains from yesterday which saw the UK’s blue-chip index set a fresh record closing high.
Stateside yesterday saw the S&P inch higher, but declines in software stocks kept the index’s gains in check. The broad market benchmark advanced 0.1% and closed at 6,843.22, while the Nasdaq ticked up 0.14% to close at 22,578.38. The Dow climbed 32.26 points, or 0.07%, and settled at 49,533.19. Investors rotated out of beaten-down software names, which added to the losses they’ve seen this year, and into financial stocks such as Citigroup and JPMorgan. Shares of Citi jumped 2.6%, while shares of JPMorgan were up more than 1%.
Asian stocks rose overnight with tech stabilising; several markets remained closed for Lunar New Year. Japan outperformed with Nikkei +1.1% and TOPIX +1.4% as tech recouped losses; support also came from stronger-than-expected January export growth (though imports fell and the trade balance remained negative). Australia’s ASX 200 rose 0.4%; BHP pulled back (-1.6%) after strong prior-day gains, while CSL edged up on a licensing deal.
BAE Systems posted a 10% increase in sales in 2025, on the back of large orders for Eurofighter Typhoon jets, frigates and combat vehicles placed by European governments. The London-listed aerospace and defence manufacturer said Wednesday that sales reached a record 30.66 billion pounds ($41.60 billion) last year. Underlying earnings before interest and taxes–the group’s preferred measure of profitability–grew 12% to £3.32 billion in 2025. Net profit stood at £2.06 billion last year, up from 1.96 billion pounds year-on-year, and slightly below a Visible Alpha consensus estimate of £2.09 billion. BAE, which makes a range of war equipment and provides cybersecurity services, said its order backlog reached a record £83.6 billion as of the end of December. The company’s order intake was worth £36.8 billion, it added. For 2026, BAE Systems expects sales to grow between 7% and 9%. Underlying EBIT and underlying earnings per share should both increase between 9% and 11%, it said. The group raised its dividend by 10% to 36.3p.
Glencore, fresh from a failed takeover approach from bigger rival Rio Tinto (RIO.L), opens new tab, reported slightly lower earnings on Wednesday, and said it would return $2 billion to shareholders. Talks to forge a $240 billion global mining giant were called off earlier this month over differences on valuation and ownership.
UK
BAE Systems (BA.) – Full Year Results
Glencore (GLEN) – Full Year Results
US
Fiverr International Ltd (NYSE:FVRR) PMO
Signet Jewelers Ltd (NYSE:SIG) PMO E
Booking Holdings Inc (NASDAQ:BKNG) AMC
Alibaba Group Holding Ltd (NYSE:BABA) PMO E
UK
Centrica (CNA) – Full Year Results
Mondi (MNDI) – Full Year Results
Rio Tinto (RIO) – Full Year Results
US
Anglogold Ashanti (NYSE:AU) PMO
Deere & Co (NYSE:DE) PMO
Walmart Inc (NASDAQ:WMT) PMO
Jackson Financial Inc (NYSE:JXN) AMC
Lemonade Inc (NYSE:LMND) AMC
Newmont Corp (NYSE:NEM) AMC
Occidental Petroleum Corp (NYSE:OXY) AMC
UK Consumer Price Index
UK Producer Price Index
UK Retail Price Index
ECB’s Cipollone speech
US Building Permits
US Durable Goods Orders
US Housing Starts
US Industrial Production
ECB’s Schnabel speech
Fed’s Bowman speech
FOMC Minutes
UK 100 companies going ex-dividend on 19th February 2026:
Imperial Brands
easyJet
Games Workshop Group
GSK
Shell
BP
Barclays
AstraZeneca
UK 250 companies going ex-dividend on 19th February 2026:
Moonpig Group
Plus500
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