Alfa Financial Software Holdings
ALFA · Main Market · Technology · mcap £478m · 160.8p
Alfa sells Alfa Systems, software that lets lenders run vehicle and equipment finance, from loan origination to servicing. It earns subscription fees, software engineering fees and delivery fees for putting the system in at customers.
Negative 3 Sep 2026
Outlook softened: delivery revenue expectations slightly reduced, delays moving projects to contractFirst half-year outlook admitting contract delays and lower delivery expectations; offset expected by software engineering revenue. 3 Sep 2026
Mixed 3 Sep 2026
Special dividend withheld; cash retained for possible bolt-on M&ADeparture from prior special dividends of recent years; excess cash may be returned later if not needed. 3 Sep 2026
Mixed 3 Sep 2026
Severance costs from cutting Product Engineering capacity; engagement fell to 64%Cost adjustment hit H1 operating profit, with savings expected to benefit 2027. 3 Sep 2026 30 Jul 2026
Mixed 3 Sep 2026
Director sale by Chris Sullivan and new CFO Andrew Dickson purchaseNED sold 200,000 shares in August 2026; incoming CFO bought 6,008 shares on results day. 3 Sep 2026 4 Aug 2026
Negative 14 Jul 2026
Liontrust cut holding from 9.14% to below 5%; BlackRock down to 5.0%Institutional holders reducing stakes while share price fell sharply from about 212p to about 145p in early 2026. 14 Jul 2026 11 May 2026
From the company's own announcements · not investment advice
Company filings. Not investment advice.