Pershing Square Holdings, Ltd. (PSHZF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Pershing Square Holdings, Ltd. (PSHZF) trades at $52.64 with AI Score 50/100 (Grade B). Pershing Square Holdings, Ltd. Market cap: $9.44B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for PSHZF: PSHZF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PSHZF against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
PSHZF: this read rests on a single discipline (MoonshotScore) — the other council disciplines have no scored data yet.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Pershing Square Holdings, Ltd. (PSHZF) Financial Services Profile
Pershing Square Holdings, Ltd., established in 2012, is a Guernsey-domiciled, closed-ended hedge fund focusing on global public equity and fixed income markets. Managed by Pershing Square Capital Management, it employs a value-oriented, long/short strategy, benchmarking against the S&P 500 and HFRX Global Hedge Fund Index, with a diversified sector approach.
What Is the Investment Thesis for PSHZF?
Pershing Square Holdings, Ltd. presents a compelling investment case based on its value-oriented investment strategy and experienced management team. The fund's focus on undervalued companies and its ability to employ a long/short strategy allows it to potentially generate returns in various market conditions. With a P/E ratio of 3.76 and a profit margin of 94.1%, the company demonstrates strong profitability. The dividend yield of 1.28% provides an additional income stream for investors. Key catalysts include the fund's ability to identify and capitalize on undervalued investment opportunities and its active management approach. Potential risks include market volatility and the performance of its underlying investments.
Based on FMP financials and quantitative analysis
PSHZF Key Highlights
Market capitalization of $9.44B, reflecting substantial investor confidence.
- P/E ratio of 3.76, indicating a potentially undervalued investment relative to earnings.
- High profit margin of 94.1%, showcasing efficient operations and strong profitability.
- Gross margin of 96.0%, demonstrating effective cost management and pricing strategies.
- Dividend yield of 1.28%, providing a steady income stream for investors.
Who Are PSHZF's Competitors?
PSHZF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| AEGOF Aegon N.V. | $9.56 | +0.00% | $14.4B | 66 |
| AMDUF Amundi S.A. | $106.06 | +0.00% | $21.4B | 49 |
| BDOUF BDO Unibank, Inc. | $2.12 | +0.00% | $113B | 62 |
| GBLBF Groupe Bruxelles Lambert S.A. | $86.60 | +0.00% | $10.3B | — |
| GBLBY Groupe Bruxelles Lambert S.A. | $8.20 | -2.74% | $9.80B | — |
| AMG Affiliated Managers Group, Inc. | $356.43 | +0.29% | $9.41B | 97 |
| VCTR Victory Capital Holdings, Inc. | $113.08 | -2.36% | $7.07B | 98 |
| CRBG Corebridge Financial, Inc. | $31.81 | -2.33% | $14.2B | 69 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PSHZF's Key Strengths?
Experienced management team with a proven track record.
- Strong brand reputation and investor confidence.
- Value-oriented investment strategy focused on undervalued companies.
- High profit margin and gross margin.
What Are PSHZF's Weaknesses?
Reliance on the performance of its underlying investments.
- Exposure to market volatility and economic downturns.
- Potential for underperformance compared to benchmark indices.
- Concentrated investment portfolio.
What Could Drive PSHZF Stock Higher?
Successful identification and execution of value-oriented investments.
- Effective implementation of its long/short strategy in various market conditions.
- Potential for new investment opportunities in undervalued companies.
- Growth in assets under management due to strong performance and investor inflows.
What Are the Key Risks for PSHZF?
Market volatility and economic downturns impacting investment performance.
- Underperformance compared to benchmark indices.
- Reliance on the expertise and performance of the management team.
- Regulatory changes and compliance costs affecting the asset management industry.
What Are the Growth Opportunities for PSHZF?
- Expanding into new geographic markets: Pershing Square could explore opportunities in emerging markets, where there is growing demand for sophisticated investment products. This expansion could increase the fund's assets under management and diversify its revenue streams. The timeline for this expansion could be within the next 3-5 years, with a potential market size of billions of dollars.
- Increasing investments in fixed income: With its expertise in fixed income markets, Pershing Square could increase its investments in this asset class, capitalizing on opportunities in the current interest rate environment. This could enhance portfolio diversification and generate additional returns. The timeline for this strategy could be within the next 1-2 years, with a potential market size of trillions of dollars.
- Developing new investment products: Pershing Square could develop new investment products, such as thematic funds or ESG-focused funds, to attract a wider range of investors. This could increase the fund's assets under management and enhance its brand recognition. The timeline for this development could be within the next 2-3 years, with a potential market size of billions of dollars.
- Enhancing its technology platform: Pershing Square could invest in enhancing its technology platform to improve its investment decision-making process and enhance its operational efficiency. This could give the fund a competitive advantage and improve its profitability. The timeline for this investment could be within the next 1-2 years, with a potential impact on the fund's bottom line.
- Strategic partnerships and acquisitions: Pershing Square could pursue strategic partnerships or acquisitions to expand its capabilities and reach new markets. This could accelerate the fund's growth and enhance its competitive position. The timeline for this strategy is uncertain, but it could have a significant impact on the fund's future prospects.
What Threats Does PSHZF Face?
- Increased competition from other asset managers.
- Changes in interest rates and economic conditions.
- Regulatory changes and compliance costs.
- Potential for reputational damage from investment losses.
What Are PSHZF's Competitive Advantages?
- Experienced management team with a proven track record.
- Value-oriented investment strategy focused on undervalued companies.
- Long/short strategy providing flexibility in various market conditions.
- Strong brand reputation and investor confidence.
What Does PSHZF Do?
Pershing Square Holdings, Ltd., founded on February 2, 2012, is a closed-ended balanced hedge fund managed by Pershing Square Capital Management, L.P. The fund strategically invests in public equity and fixed income markets worldwide, seeking opportunities across diversified sectors. Its investment approach is primarily focused on value stocks, targeting companies that are believed to be undervalued by the market. For its fixed income investments, Pershing Square Holdings focuses on convertible and debt securities, enhancing portfolio diversification and potential returns. The fund also utilizes derivatives as part of its investment strategy, allowing for flexibility and hedging capabilities. Pershing Square employs a long/short strategy, aiming to capitalize on both rising and falling markets, and benchmarks its performance against the S&P 500 Index and the HFRX Global Hedge Fund Index. The company is domiciled in Guernsey, providing a specific regulatory environment for its operations. Pershing Square's investment decisions are driven by in-depth research and analysis, seeking to identify and capitalize on long-term investment opportunities.
What Products and Services Does PSHZF Offer?
- Invests in public equity markets globally.
- Invests in fixed income markets, including convertible and debt securities.
- Employs a long/short investment strategy.
- Utilizes derivatives for hedging and investment purposes.
- Manages a closed-ended balanced hedge fund.
- Benchmarks performance against the S&P 500 Index and HFRX Global Hedge Fund Index.
How Does PSHZF Make Money?
- Generates revenue through investment management fees.
- Earns returns from capital appreciation of its investments.
- Benefits from performance-based incentives.
- Utilizes a long/short strategy to profit from both rising and falling markets.
What Industry Does PSHZF Operate In?
Pershing Square Holdings, Ltd. operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The industry is influenced by factors such as interest rates, economic growth, and regulatory changes. Pershing Square competes with other hedge funds, private equity firms, and traditional asset managers. The company's focus on value investing and its long/short strategy differentiate it from some of its competitors. The asset management industry is expected to continue to grow, driven by increasing demand for investment products and services.
Who Are PSHZF's Key Customers?
- Institutional investors seeking alternative investment strategies.
- High-net-worth individuals looking for capital appreciation.
- Pension funds and endowments seeking diversified investment portfolios.
Financial Health
Pershing Square Holdings, Ltd.'s Piotroski F-Score is 4/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.47 places it in the safe zone, indicating low near-term bankruptcy risk.
Quarterly Financial Performance: Pershing Square Holdings, Ltd.
Revenue for Pershing Square Holdings, Ltd. came in at $468.5M during Q4 2025, a 62.7% contraction versus the preceding quarter. The company recorded net income of $1.62B, with diluted EPS of $3.47. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Financial Services.
PSHZF Valuation & Market Position
With a $9.44B market cap, Pershing Square Holdings, Ltd. sits in the mid-cap segment of the market. Relative to its peer group, PSHZF's quantitative score of 50/100 is roughly in line with the peer average of 59/100.
Key Financial Metrics
Return on equity for Pershing Square Holdings, Ltd. stands at 18.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 13.0%, showing how much profit it generates from its asset base. PSHZF trades at a trailing price-to-earnings ratio of 3.76, below the Financial Services sector average of ~18x. Its free cash flow yield is -0.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.14 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 26.6%, the inverse of the P/E and a quick read on earnings relative to price.
Company Profile
Pershing Square Holdings, Ltd. operates in the Asset Management industry within the Financial Services sector. It is headquartered in St. Peter Port, GB. The company is led by CEO Bill Ackman. PSHZF has traded publicly since 2015.
PSHZF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future prospects, signaling to the market that those with the most knowledge see value.
- The company's strategic investments in well-established brands are perceived as a safe haven during market volatility, attracting investors seeking stability.
- Positive social media buzz indicates growing retail investor interest, potentially driving up demand and increasing the stock's visibility.
- The company's reputation for activist investing is viewed favorably, with many believing it can unlock hidden value and improve operational efficiency.
Bear Case
- Mixed community sentiment reveals skepticism about the company's long-term strategy, raising concerns about its ability to adapt to changing market conditions.
- Recent market developments suggest that the company's investment style may be out of favor, potentially leading to underperformance compared to its peers.
- Negative social media chatter highlights concerns about the company's high management fees, potentially deterring cost-conscious investors.
- Insider selling, even if for personal reasons, can create negative market perception, leading to increased selling pressure and stock price decline.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q4 2025 | $468M | $1.62B | $3.47 |
| Q2 2025 | $1.26B | $959M | $5.30 |
| Q4 2024 | $403M | $262M | $1.42 |
Based on FMP financials and quantitative analysis
PSHZF Latest News
No recent news available for PSHZF.
PSHZF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for PSHZF.
Price Targets
Wall Street price target analysis for PSHZF.
PSHZF MoonshotScore
What does this score mean?
The MoonshotScore rates PSHZF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
PSHZF OTC Market Information
The OTC Other tier represents the lowest tier of the OTC market, indicating that Pershing Square Holdings, Ltd. may not meet the listing requirements of higher tiers like OTCQX or OTCQB. Companies in this tier may have limited financial disclosure and may not be subject to the same regulatory oversight as companies listed on major exchanges like the NYSE or NASDAQ. This tier often includes companies with limited operating history or those that have been delisted from major exchanges.
- OTC Tier: OTC Other
- Limited financial disclosure, making it difficult to assess the company's financial health.
- Lower liquidity, leading to wider bid-ask spreads and increased price volatility.
- Potential for less regulatory oversight compared to companies listed on major exchanges.
- Increased risk of fraud or manipulation due to the less stringent listing requirements.
- Verify the company's financial statements and disclosures.
- Research the company's management team and their track record.
- Assess the company's business model and competitive landscape.
- Evaluate the company's regulatory compliance and legal standing.
- Monitor the company's trading volume and price volatility.
- Understand the risks associated with investing in OTC stocks.
- Established history as a hedge fund manager.
- Benchmarking performance against recognized indices (S&P 500, HFRX).
- Clear business model focused on value investing and long/short strategies.
- Presence of institutional investors.
What Investors Ask About Pershing Square Holdings, Ltd. (PSHZF) — Financial Services
What does the AI Score mean for PSHZF?
PSHZF holds an AI Score of 50/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Pershing Square Holdings, Ltd. is a closed-ended hedge fund managed by Pershing Square Capital Management, investing globally in public equity and fixed income markets. The fund employs a …
What does Pershing Square Holdings, Ltd. do?
Pershing Square Holdings, Ltd. operates as a closed-ended hedge fund, primarily investing in public equity and fixed income markets across the globe. Managed by Pershing Square Capital Management, L.P., the fund employs a value-oriented investment strategy, focusing on undervalued companies. It also utilizes a long/short strategy, aiming to generate returns in both rising and falling markets.
What do analysts say about PSHZF stock?
Analyst coverage of PSHZF may be limited due to its OTC listing. However, key valuation metrics such as its P/E ratio of 3.76 and profit margin of 94.1% suggest strong profitability. Growth considerations include the fund's ability to identify and capitalize on undervalued investment opportunities and its active management approach. Investors should conduct their own due diligence and consider their individual risk tolerance before investing.
What are the main risks for PSHZF?
The main risks for PSHZF include market volatility, which can impact the performance of its underlying investments. Additionally, the fund's reliance on the expertise of its management team and its concentrated investment portfolio pose potential risks. Regulatory changes and compliance costs within the asset management industry could also affect the fund's profitability. As an OTC-listed stock, PSHZF carries additional risks related to liquidity and transparency.
What are the key factors to evaluate for PSHZF?
Pershing Square Holdings, Ltd. (PSHZF) holds an AI score of 50/100 (moderate). presents a compelling investment case based on its value-oriented investment strategy and experienced management team. Not financial advice.
How frequently does PSHZF data refresh on this page?
PSHZF's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven PSHZF's recent stock price performance?
Pershing Square Holdings, Ltd. (PSHZF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Experienced management team with a proven track record. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider PSHZF overvalued or undervalued right now?
Pershing Square Holdings, Ltd. (PSHZF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research PSHZF before investing?
Before investing in Pershing Square Holdings, Ltd. (PSHZF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- OTC market data may have limited availability and reliability.
- Analyst coverage may be limited due to OTC listing.