Lenders & Spenders: Div Fins Weekly Outlook

Research evidence excerpt

Lenders & Spenders: Div Fins Weekly Outlook

UK | Brokers, Asset Mgrs & Exchanges EquityMayResearch22, 2026

Exhibit 5 - Calendar of eventsLenders & Spenders: Div Fins Weekly Outlook

Date Company Event

This is a quieter week, so we look back at excellent half-year numbers from 3-Jun CMCX FY26 results

3-Jun Expert call on AI

AJ Bell and forward to another AI expert call we are holding next month. 29-Jun FSG FY26 results

We have CMC reporting in June as well, and expect they have had a strong 14-Jul ASHM 4Q update

14-Jul IHP 3Q update

period in terms of volumes as well as making progress on their strategic 15-Jul PGHN 2Q update

push into the DeFi space. 17-Jul EQT Interim results

21-Jul BAER Interim results

22-Jul DB1 Interim results

AJB: The 1H results were ahead of expectations and management increased their guidance 22-Jul PBEE 2Q update

for 2026, with hints of 40%+ PBT margins persisting beyond then too. Higher spending on tech 23-Jul AJB 3Q update

and marketing has been coming through in updates to the service and customer numbers. The 28-Jul EMG Interim results

D2C platform added over 100,000 customers in the year to 31 March 2026 and then 46,000 29-Jul ABDN Interim results

29-Jul DWS Interim results

in 2Q. This looks like real momentum, and we think it supports the surge in the share price 29-Jul RAT Interim results

since the interims. 29-Jul STJ Interim results

29-Jul TKO Interim results

Exhibit 1 - Quarterly net new customers hit a Exhibit 2 - "Which of these platforms have you 30-Jul ALLFG Interim results

record in 2Q26 heard of?" AJB and ii are growing awareness of 30-Jul AMUN Interim results

60,000 their brands.

50,000 80% 30-Jul ENX Interim results

40,000 of... 70% 30-Jul LSEG Interim results

30,000 heard 60% 5-Aug BFF Interim results