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Is there a distressed fund seller holding this one back?

13-Feb-26 11:49:53 134.50 400,000 Sell* 134.70 134.90 538.00k O

Other AI worry stocks are recovering today:

REL + 5.6%, WPP+ 4.3%, EXPN +4.5% all having another run up after peaking just after 10:30.

(Having said that, YOU and MONY are still languishing like TRST)

Ah - here we go again. Copying from a post from AJB board:

"The latest selloff erupted on Tuesday when a tax-strategy tool rolled out by a little-known startup, Altruist Corp., sent shares of Charles Schwab Corp., Raymond James Financial Inc. and LPL Financial Holdings Inc. down by 7% or more. The losses extended to Europe on the following day, with wealth management firms like AJ Bell Plc, Julius Baer Group Ltd. and St James’s Place Plc also declining."

Now 10% drop - I'm wondering what I've missed too!

Looks like big sell off today (and yesterday)

Thanks Morbox.

It seems news yesterday of Insurify's launch has also hit other broker stocks

AI ays (!) "Following the news, shares of major insurance brokers and platforms fell on Monday. Examples included Arthur J. Gallagher (-9.85%), Aon PLC (-9.27%), and Willis Towers Watson (-12.10%). "

A NED and the Chair buying in on Wednesday, suggests those with much better knowledge than the herd and the algorithms think this is already oversold vs what the AI panic might justify.

I agree with sharefall about the general AI panic.

Similar pattern today of dip just before three and rise soon after 3 o'clock for all of WPP, TRST, YOU, EXPN and RELX

Similar slump at ITM and AFC : (

Now what?!

Looks like a correction to higher levels has begun. Noting previous instances of a sharp fall here, a sharp climb to follow can be expected if history repeats itself.

It seems something is indeed up! 😊

Very interesting blog on this and your other picks, thanks!

Patience is certainly needed here.

Whoever ran out of it early this morning could have sold out at over 10% higher at the end of the day, after just another 13 buy trades lifted the bid to its highest since just before Xmas.

...and another 0.5% increase in their holding for Artemis.

If it's good enough for them it's good enought for me.

AI says:

"Yes, the fall in Experian’s (EXPN) share price in January 2026 is directly related to its high exposure to the US market, particularly regarding sensitivities to US interest rate, mortgage volumes, and competitive threats from Fair Isaac (FICO).

Following a Q3 trading update on January 21, 2026, shares experienced a "slump" to a two-year low, even though the company maintained its full-year guidance.

Key reasons for this decline related to the US market include:

US Interest Rate and Mortgage Sensitivity: A significant portion of Experian's revenue comes from credit checks and mortgage inquiries in North America. Investors are worried that high US interest rates are keeping housing market activity low, which limits demand for Experian's data services.

Competitive Threats (FICO): The share price has been under pressure from a new, more direct pricing plan announced by US-based FICO, which aims to bypass credit bureaus like Experian when selling credit scores to lenders. This move is seen as a threat to Experian's margins and market share in the US.

Macroeconomic Concerns: Despite reporting strong 8% organic revenue growth in Q3 (with North America being a key driver), the market has reacted negatively to the overall macroeconomic uncertainty in the US, which affects credit demand.

Other Factors: Analysts noted that the share price drop was also driven by a weaker US dollar and fears regarding the Trump administration's potential to cap credit card fees.

While the company has shown resilience, the high reliance on the US market has made the stock sensitive to these specific, high-stakes factors during early 2026. "

Yes - exposure to the US... but some big buyers seem to think it's now entered bargain territory?

eg 26-Jan-26 10:54:36 2,927.906 3,079 Buy* 2,926.00 2,928.00 90.15k O

and a couple since that I've missed copyinh here (£7k+ £64k) at above the offer at the time.

Whoops! £170.75k dealt by someone just back from a liquid lunch?

23-Jan-26 13:23:21 170.75 100,000 Buy* 170.40 170.90 170.75k O

23-Jan-26 13:23:21 107.75 -100,000 Unknown* 170.40 170.90 -107.75k O

23-Jan-26 13:23:21 107.75 100,000 Sell* 170.40 170.90 107.75k O

...now price heading back up again, but weirdly after seeming reversals of earlier £211k transactions. No idea what's going on now.

14-Jan-26 13:53:33 211.00 100,000 Sell* 211.00 211.60 211.00k

14-Jan-26 13:53:33 211.00 100,000 Sell* 211.00 211.60 211.00k

...and a further two £211k buys at 211 seem helpful

14-Jan-26 11:47:05 211.00 100,000 Buy* 210.00 210.80 211.00k O

14-Jan-26 11:47:05 211.00 100,000 Buy* 210.00 210.80 211.00k O

Why would a listed company appoint Singer as a joint broker?

AI answers

"A listed company would appoint Singer Capital Markets as a joint broker to

broaden its investor reach, enhance its profile in the equity markets, and access specialist advice. This move is a strategic decision to strengthen its overall capital markets support by leveraging the combined expertise and networks of two firms.

Key reasons include:

Expanded Investor Base and Reach: Utilizing two brokers with different institutional investor databases and contacts gives the company access to a wider pool of potential investors. This can increase demand for the company's shares and improve liquidity.

Enhanced Market Profile: The appointment can help a company gain the attention it deserves in crowded markets, particularly for small and mid-cap stocks which are a core focus for Singer Capital Markets.

Access to Specialized Expertise: Singer Capital Markets is known for its expertise in specific sectors (e.g., life sciences, technology, investment funds) and its deep understanding of the UK's Main Market and AIM markets. A company might appoint them to benefit from this specific knowledge alongside their existing broker's general counsel.

Improved Quality of Advice and Research: Having two brokers provides the board with different perspectives and a broader range of strategic financial advice and regulatory guidance. Institutional investors often take greater notice of research from a reputable stockbroker firm, and using two can provide a more comprehensive view.

Risk Mitigation and Continuity: Using multiple brokers reduces the "all eggs in one basket" risk, ensuring the company can still access market support and advice if one broker experiences technical issues, changes personnel, or faces other operational disruptions.

Optimizing Services: The company can leverage the specific strengths of each broker. For example, one broker might be stronger in market making (reducing the bid-ask spread), while the other excels in equity research or M&A advisory.

Ultimately, the appointment of Singer Capital Markets as a joint broker is a strategic move designed to secure growth capital and maximize shareholder value by ensuring robust, comprehensive, and continuous support across all capital markets activities. "

Over 200p early arrival justified by H2 TU revenue outlook in teens higher crystallising at 20% at constant currency.

£101k bought at 206p suggest the bounce may hold?