Member Info for BigEgo

Blackrock breach 5% ownership level, per RNS notice

Https://www.itvplc.com/investors/regulatory-news?news=holdings-in-company%E2%80%932038818

Great close after the UT (uncrossing trade) I’ve been going on about the 84p level for ages.

Now we need to hold it next week!

Good weekend all.

Upgrades lift average target to 90p

Https://www.tipranks.com/stocks/gb:itv/forecast

6th Mar 2026 10:02

(Alliance News) - The following London-listed shares received analyst recommendations

Kepler Cheuvreux raises ITV to 'buy' (hold)

JPMorgan raises ITV price target to 104 (103) pence - 'overweight'

Bernstein raises ITV price target to 86 (75) pence - 'market-perform'

Barclays raises ITV price target to 85 (84) pence - 'equal weight'

Https://shareprices.com/news/london-broker-ratings-itv-raised-jpmorgan-ups-aib-bank-of-ireland-4rfy1lumd1wijnp/

Kepler are one of the 7 analysts covering ITV as noted here:

Https://www.itvplc.com/investors/analysts

“Why ITV Shares Are Suddenly Back In Favor”

“ ITV shares rallied after Kepler Cheuvreux said advertising headwinds are easing and the broadcaster’s growth prospects are improving. The broker highlighted momentum in ITV’s “More Than TV” strategy, focusing on studios, digital platforms and live sports content to drive future revenues.”

“The upbeat view led Kepler Cheuvreux to upgrade ITV to Buy and lift its price target.”

Https://www.tipranks.com/news/catalyst/why-itv-shares-are-suddenly-back-in-favor

Win - congrats on your profit, glad you still have a toe in.

Almost 4m on book volume by 10am is very rare for ITV.

Most days we’re not even up to 500k at this point.

I think the results have now been digested, buys have been placed and the pop this morning is simply a liquidity thing - lack of sellers. Everyone is waiting for the Sky outcome so even just a 4m volume morning (which itself isn’t huge TBH) can deliver a very good rise.

If the day comes when much larger buys come in - this will rocket IMHO.

Https://markets.ft.com/data/equities/tearsheet/historical?s=ITV:LSE

Better open than results day!

And UK Investor Magazine - emphasising the potential Sky deal

Https://ukinvestormagazine.co.uk/itv-shares-rise-as-results-beat-expectations/

A good summary from HL - emphasising the improved 2026 guidance.

With fresh eyes this morning, the market reaction yesterday seems pathetic frankly.

Https://www.hl.co.uk/shares/share-research/itv-fy-results-2026-guidance-better-than-expected

Overall I think it’s fine.

Small beat vs consensus which is better than a miss.

Dividend maintained which is better than a cut.

Sky talks ongoing which is better than ended.

Market open? Moderate upside perhaps but no fireworks?

First reaction “ahead of market expectations”

Https://variety.com/2026/tv/news/itv-2025-financial-results-1236680014/

Full 2025 results document (121 pages!)

Https://www.itvplc.com/~/media/Files/I/ITV-PLC-V2/ITV%20Plc%202025%20FY%20Results%20RNS.pdf

Https://www.itvplc.com/investors/regulatory-news?news=itv-plc-full-year-results-2025%E2%80%932038435

Surprise - Paramount sees value in linear, no plans to sell off.

COO and Chief Strategy Officer Andy Gordon:

“Expressed another way: “We believe that many of our linear channels have incredible brand that can be reinvigorated for a streaming and digital world.”

Https://deadline.com/2026/03/paramount-keeping-cable-networks-after-warner-merger-1236741346/

Significant change noted in ITV EBT holding in Feb, previously around 30m or 0.8%

1.69% Itv Plc Employees Benefit Trust (up 109%)

Https://simplywall.st/stocks/gb/media/lse-itv/itv-shares/ownership

A large increase in EBT allocation can signal to market that management expects a corporate event. Why this often happens pre-bid:

If takeover rumours are circulating, a board may:

- Pre-fund awards expected to vest on change of control

- Lock in shares before volatility

- Avoid issuing new shares at completion

It suggests one of two things:

- The company expects significant award vesting (possibly change-of-control triggered)

- The board is ensuring share plan obligations are fully covered before any corporate event

Russ Mould, investment director at AJ Bell:

“Unconfirmed reports that Iran has privately reached out to the US to discuss terms for ending their escalating conflict was one of the factors helping to restore a measure of calm to global markets on Wednesday afternoon,” Mould said.

Https://www.sharecast.com/news/market-report-europe-close/europe-close-stocks-manage-gains-on-hopes-of-iran-talks--21928214.html

RWC Partners Limited ( Https://www.redwheel.com ) increases from 8.63% (Jan) to 9.06% (Feb).

Https://simplywall.st/stocks/gb/media/lse-itv/itv-shares/ownership

“Record-Breaking February Follows Biggest Ever Month in Streaming History”

Https://www.itv.com/presscentre/media-releases/itvx-momentum-continues-record-breaking-february-follows-biggest-ever-month