Should I buy Pershing Square stock in 2025?

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At HelloSafe, our expert has been tracking the performance of Pershing Square for over three years. Every month, hundreds of thousands of users in the UK trust us to decipher market trends and identify the best investment opportunities. Our analyses are provided for informational purposes and do not constitute investment advice. In accordance with our ethical charter, we have never been, and will never be, paid by Pershing Square.

What is Pershing Square?

How much is Pershing Square stock?

The price of Pershing Square stock is rising this week. Currently trading at 4,096.00 GBp, the stock is up 2.45% in the last 24 hours and has gained 5.89% over the past week. Pershing Square’s market capitalisation stands at £7.37 billion, with an average three-month trading volume of 173,277 shares. The stock shows a P/E ratio of 8.83 and offers a dividend yield of 1.39%. Beta information is not available, but strong recent momentum makes Pershing Square a compelling stock for investors seeking growth potential with notable market activity.

Our full analysis of the Pershing Square stock

After reviewing Pershing Square’s latest financial disclosures and examining the stock’s performance across the last three years, our in-depth analysis brings together financial metrics, technical signals, competitor tracking, and market trends using proprietary data algorithms. This multi-dimensional approach places Pershing Square under high scrutiny to spotlight new investor opportunities as global markets shift. So, why might Pershing Square stock once again become a strategic entry point into the international asset management sector in 2025?

Recent performance and market context

Pershing Square has delivered a robust trajectory in 2025. The share price stands at 4,096.00 GBp, having risen 2.45% over the past 24 hours and 5.89% during the week, reflecting a decisive turn in sentiment. The market capitalisation is now £7.37 billion, underscoring the trust from both retail and institutional investors. In a year marked by volatility in financials and investment companies, Pershing Square’s above-benchmark performance—highlighted by a 16.9% quarterly portfolio gain—has reasserted its appeal. Recent headlines, including the well-timed partial sale of the Universal Music Group stake, have further unlocked value and diversified portfolio risk. Favorably, the broader macro context supports further advances: easing inflationary pressures, an improving regulatory landscape in both the UK and Europe, and steady demand for alternative strategies amidst choppy equity and bond performance have made closed-end funds like Pershing Square increasingly attractive to UK investors looking for quality growth and distribution.

Technical analysis

Several positive technical signals reinforce Pershing Square’s bullish case. The RSI stands at 68, a nearly overbought but still constructive reading, supporting sustained upward momentum without yet entering excessive territory. The MACD indicator signals robust buying interest (current reading: 46), aligning with broad-based bullish signals from moving averages: the 20-, 50-, 100-, and 200-day trends point resolutely upward, with current price levels well above all major averages (e.g., 20-day MA at 3,896 GBp, 200-day MA at 3,822 GBp). Key support now consolidates at 3,822 GBp, where earlier resistance has been convincingly retaken, while the next significant resistance is 4,348 GBp. All major trend indicators—supported further by a strong trading volume surge—depict a security in firm uptrend with limited technical headwinds, helping Pershing Square stand out versus both generalist peers and sector-specific alternatives.

Fundamental analysis

From a fundamental perspective, Pershing Square’s appeal is founded on its disciplined investment model, dynamic asset allocation, and remarkable performance consistency. The company’s net asset value (NAV) was calculated at £59.58 per share as of 30 June 2025, with the stock itself trading at a meaningful 33% discount to this NAV. This positioning gives prospective buyers a unique entry point: acquiring exposure to a blue-chip activist portfolio led by Bill Ackman at a substantial discount. Performance metrics remain exceptional: the fund has delivered +15.5% over the last twelve months and an extraordinary +144.2% over five years, notably outstripping core indices and most global alternatives. Valuation ratios further signal upside: the P/E stands at 8.83, well below both the sector average and the company’s own historical range—an indication of the market’s underpricing relative to underlying profit and growth. Pershing Square’s portfolio, although concentrated, is focused on industry-leading, high-quality businesses such as Restaurant Brands International, Hilton Worldwide Holdings, and Alphabet Inc., all central to global consumption and secular growth trends. This distinctive blend of value, performance, and strategic concentration affirms Pershing Square’s proposition as a rare opportunity among listed investment vehicles.

Volume and liquidity

Market conviction in Pershing Square is reinforced by consistently high liquidity. With a three-month average daily volume of 173,277 shares and a large public float, investors of all sizes have reliable access to trading and exposure. This high level of activity, matched by deep institutional participation, enables rapid price discovery and underpins the ability of the share price to quickly reflect portfolio developments or shifts in market sentiment. The fund’s dual listing on the LSE and Euronext Amsterdam also draws international capital, amplifying liquidity and helping to optimise share price fairness. This is particularly significant given the historically persistent discount to NAV, suggesting that further investor inflows could be a catalyst for narrowing this gap.

Catalysts and positive outlook

• Strategic portfolio adjustment: The partial sale of Universal Music Group demonstrates disciplined profit-taking and prudent risk management.
• Concentration on market leaders: Growth in positions such as Restaurant Brands International, Hilton, and Alphabet drive both recurring returns and upside from sector tailwinds.
• Activist pedigree: The leadership of Bill Ackman delivers a proven track record of unlocking value through shareholder activism and long-term engagement.
• Sustained outperformance: The fund’s performance continues to exceed benchmarks, with a YTD gain of +15.5% and a latest quarterly surge of +16.9%.
• Share discount: The 33% discount to NAV remains a unique catalyst for value-driven investors.
• Dividend stability: A current yield of 1.39%, while modest, is backed by quarterly distributions and a disciplined policy.
• Tax advantages: Exceptional eligibility for UK ISAs and SIPPs enhances after-tax returns for local investors.
• Global exposure: Geographical and sectoral diversification across US, Europe, and Canada mitigates single-market risk.
• ESG and innovation: Select holdings benefit from strong ESG practices and exposure to long-term growth themes, including digital transformation within the portfolio companies.

In addition, the current inflation and interest rate climate has renewed interest in alternative funds offering both growth and targeted income, placing Pershing Square at a key advantage relative to more cyclical or narrowly focused investment options.

Investment strategies

• Short-term: Current momentum and positive technical readings suggest potential for further price appreciation as the share approaches technical resistance (~4,348 GBp); entry on minor pullbacks could be advantageous.
• Medium-term: The wide NAV discount and above-market performance trends point to outperformance potential if the discount narrows amid continued portfolio gains and market recognition of Ackman’s strategy.
• Long-term: Ackman’s proven approach, regular portfolio rebalancing, solid asset growth, and robust governance structure provide confidence for investors seeking capital appreciation along with quarterly distributions.
• Ideal positioning: With price consolidating markedly above major moving averages and anchored by firm fundamental support, current levels represent a window for accumulation ahead of further portfolio or market catalysts.

Those leveraging tax-advantaged wrappers (e.g., ISA or SIPP) secure an added benefit from Pershing Square’s eligibility, reducing friction on both income and capital gains.

Is it the right time to buy Pershing Square?

Bringing this analysis together, Pershing Square offers a compelling mix of value, quality, and growth potential at a technically and fundamentally favourable moment. The prevailing 33% discount to NAV provides a rare entry for UK investors into an iconic global activist fund at well below fair intrinsic value. With strong trading momentum, proactive portfolio management, blue-chip holdings, and persistent outperformance, Pershing Square’s fundamentals justify renewed attention and optimism. The convergence of supportive market signals, attractive valuation, and highly experienced management suggest the stock may be entering a new bullish phase. For UK investors seeking differentiated alternative asset exposure, Pershing Square seems to represent an excellent opportunity to gain from both the discount to NAV and the long-term performance track record as the market’s next chapter unfolds.

Pershing Square remains a uniquely positioned stock, offering access to a world-class activist strategy and outstanding NAV discount—making it an idea well worth serious consideration for growth-oriented, value-focused portfolios.

How to buy Pershing Square stock in the UK?

Buying Pershing Square stock online is both simple and secure when using a regulated UK broker. Investors typically have two main options: buying the shares outright (“spot buying”) for long-term ownership, or trading via Contracts for Difference (CFDs) for more flexible, leveraged strategies. Spot buying allows you to become a direct shareholder, while CFDs let you trade on price movements without owning the underlying asset. Both methods are available through most UK investment platforms—see our broker comparison guide further down this page for practical details and the best providers.

Spot buying

A cash purchase of Pershing Square stock means you buy actual shares listed on the London Stock Exchange. You pay the full price upfront, with typical UK broker fees being a small fixed commission per order (often around £5–£10). This makes it straightforward to build your portfolio and benefit from any dividends or capital gains.

Gain scenario

Suppose the Pershing Square share price is £41.00. With a £1,000 investment, you can buy about 24 shares (accounting for a £5 brokerage fee).

If the share price rises by 10%, your 24 shares are worth £1,100.

Result: +£100 gross gain, +10% on your investment.

Trading via CFD

CFD trading lets you speculate on the price of Pershing Square shares without owning them outright. CFDs are flexible and offer leverage—a process where you only put down a fraction of the position’s total value. Typical costs include the bid-ask spread and overnight financing fees if you hold the position for more than a day.

Gain scenario:

You open a CFD on Pershing Square shares with a £1,000 margin at 5x leverage, giving £5,000 market exposure.

If the stock rises by 8%, your position increases by 8% × 5 = 40%.

Result: +£400 gain on a £1,000 outlay (excluding fees).

Final advice

Before investing, always compare brokers’ fees, available tools, and customer service. Your choice between spot buying and CFDs should match your goals—whether you want straightforward long-term ownership or prefer trading actively with leverage and flexibility. For more details and personalised recommendations, check our broker comparison guide below.

Our 7 tips for buying Pershing Square stock

The latest news about Pershing Square

Pershing Square shares achieve notable outperformance with a 5.89% gain over the last week. This strong upward movement outpaces the reference index and indicates heightened investor interest, with the latest closing price at 4,096.00 GBp and reinforced by increasing buying activity among UK institutional holders.

Technical indicators on the London Stock Exchange signal a bullish outlook for Pershing Square. All major moving averages (20, 50, 100, 200 days) are flashing clear buy signals, and the MACD value of 46 supports ongoing positive momentum, while the RSI remains healthy at 68, suggesting further potential rather than overbought risk.

Recent quarterly results exceeded expectations, with a robust 16.9% gain reported and improved earnings quality. The NAV per share now stands at $81.78 (£59.58), demonstrating continued growth. UK analysts cite the fund’s capacity to deliver capital growth while trading at a -33% discount to NAV as a compelling value case for British investors.

Pershing Square’s eligibility for UK ISAs and SIPPs enhances its attractiveness for domestic retail investors. British residents can benefit from favourable tax treatment on dividends and capital gains—a significant advantage compared to many alternative closed-end funds not listed on the LSE or with more restrictive tax structures.

Market sentiment remains optimistic as the fund strengthens diversification and realises gains in key European and US holdings. Recent actions, such as the partial sale of Universal Music Group and increased focus on top-performing portfolio companies like Restaurant Brands and Hilton Worldwide, are well received by UK analysts who emphasise the reduced risk profile and improved agility for future investments.

FAQ

P. Laurore

Finance expert

Co-founder of HelloSafe and holder of a Master's degree in finance, Pauline has recognised expertise in personal finance, which she uses to help users better understand and optimise their financial choices. At HelloSafe, Pauline plays a key role in designing clear, educational content on savings, investments and personal finance. Passionate about financial education, Pauline strives, with every piece of content she oversees, to provide reliable, transparent and unbiased information for independent and informed financial management. To this end, she has tested over 100 trading platforms to help internet users make the right choices.