Schroders PLC

Schroders PLC

6.87
EUR
0.00
(0.00%)
7.11BMarket Cap
Mar 04Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
1.14
1.21
1.27
1.33
1.55
1.62
1.56
1.55
1.82
1.83
1.86
1.94
2.05
- -
Basic EPS, GAAP
0.22
0.26
0.29
0.3
0.37
0.31
0.31
0.3
0.38
0.31
0.26
0.26
0.34
- -
Free Cash Flow per Basic Share
0.12
0.81
0.01
0.31
0.25
0.19
0.53
0.46
0.7
0.55
-0.2
0.62
0.56
- -
Dividend per Share
0.08
0.11
0.14
0.15
0.17
0.19
0.19
0.19
0.2
0.22
0.22
0.22
0.21
- -
Book Value per Share
1.64
1.83
2.02
2.26
2.49
2.61
2.73
2.89
3.09
2.7
2.83
2.85
2.87
2.87
Tangible Book Value per Share
1.28
1.49
1.68
1.83
1.9
1.91
1.91
2.02
2.25
1.51
1.61
1.66
1.77
1.77
Basic Weighted Avg Shares
1,588
1,591
1,606
1,616
1,620
1,623
1,625
1,625
1,630
1,577
1,576
1,579
1,585
1,820
Sales/Revenue/Turnover
1,809
1,924
2,043
2,145
2,512
2,626
2,537
2,513
2,960
2,892
2,937
3,067
3,251
- -
Operating Margin (%)
24.48
25.35
26.03
25.31
28.35
25.83
23.47
20.91
23.63
20.63
18.97
15.27
14.7
- -
Depreciation Expense
26
37
36
46
63
81
139
169
163
189
212
191
182
- -
Net Income, GAAP
353
413
467
490
594
505
496
486
624
486
403
417
540
- -
Effective Tax Rate (%)
21.18
20.09
20.65
20.69
21.81
22.34
20.64
20.39
18.36
17.16
17.43
22.42
18.31
- -
Profit Margin (%)
19.5
21.47
22.88
22.85
23.67
19.22
19.54
19.34
21.08
16.81
13.71
13.6
16.61
- -
Working Capital
2,315
2,550
2,577
2,645
2,572
2,362
6,487
6,472
7,374
6,711
1,649
1,700
1,794
1,794
LT Debt
253
232
187
68
50
- -
388
361
343
361
283
565
545
545
Total Equity
2,269
2,538
2,796
3,153
3,471
3,621
3,848
4,086
4,426
4,480
4,464
4,495
4,456
4,456
Return on Invested Capital (%)
7.33
7.71
8.07
7.62
7.68
6.34
7.52
8.85
14.68
12.22
11.2
8.27
10.8
- -
Return on Capital (%)
7.71
8.08
8.14
7.7
8.41
6.96
8.58
11.1
13.44
10.05
8.33
8.4
10.83
- -
Return on Common Equity (%)
16.26
17.19
17.53
16.52
18.02
14.26
13.4
12.49
15.05
11.25
9.21
9.48
12.18
- -

Capital Structure

GBP

•

in mil. unless spec.
Dec'24
Jun'25
Dec'25
ST Debt
36
- -
29
LT Borrowings
256
256
256
LT Finance Leases
309
332
289
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
1,546
1,551
1,551
Market Capitalization
4,835
5,574
6,200

Working Capital

GBP

•

in mil. unless spec.
Dec'24
Jun'25
Dec'25
Total Current Assets
7,637
8,942
8,201
Cash, Cash Equivalents & STI
6,783
7,059
7,298
Accounts Receivable, Net
259
1,244
242
Inventories
- -
- -
- -
Total Current Liabilities
5,937
1,289
6,407
Payables & Accruals
- -
- -
- -
ST Debt
36
- -
29
Deferred Revenue
- -
- -
- -

Growth Rates

GBP

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
4.87%
1.8%
-0.87%
Free Cash Flow
497.74%
-104.37%
-8.43%
Net Income, GAAP
2.94%
4.43%
29.45%
Sales/Revenue/Turnover
4.98%
5.5%
5.99%
Total Cash Common Dividend
4.24%
1.64%
-1.03%

Semi-annual Revenue

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
2,937
2024
- -
- -
3,067
2025
- -
- -
3,251

Semi-annual Earnings Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.26
2024
- -
- -
0.26
2025
- -
- -
0.34

Semi-annual Dividends Per Share

GBP

•

in mil. unless spec.

Year

H1
H2
FY
2023
- -
- -
0.22
2024
- -
- -
0.22
2025
- -
- -
0.21

Company Description

CEO
Richard Oldfield
Full Time Employees
5,717
Sector
Finance
Industry
Investment managers
Address
1 London Wall Place London GL United Kingdom EC2Y5AU
IPO Date
Sep 30, 1959
Business
Schroders plc functions as a global asset and wealth management enterprise. The firm delivers its expertise to an extensive array of clients, encompassing institutional investors like pension schemes, insurance companies, sovereign wealth funds, and charitable foundations, as well as high-net-worth individuals and various financial intermediaries. It constructs and manages diverse investment portfolios spanning public and private markets. The company's offerings in public markets include strategies in equities, fixed income, and multi-asset solutions. Within private markets, operating under Schroders Capital, it provides access to a broad range of alternative investments such as private equity, real estate, infrastructure, private debt, and insurance-linked securities. Schroders also offers advisory and bespoke solution services, including fiduciary management and outsourced CIO capabilities, alongside comprehensive wealth management for individuals and families. The firm leverages its extensive in-house research and active management philosophy to identify opportunities and manage risk across global markets. Established in 1804, Schroders plc is headquartered in London, United Kingdom, and maintains a significant international footprint.

Company News

  • Nuveen completes Schroders takeover to create $2.6 trillion investment group

  • Schroders names Westerman chair ahead of Nuveen deal close

  • Schroders Capital Global Innovation Trust plc - INOV H1 Earnings Call Highlights

  • Schroders turns bullish on gold as debt, inflation and currency risks outweigh elevated real yields

  • Central bank gold demand has ‘very long runway' as East/West market split returns - Schroders

  • easyJet to Schroders: why foreign buyers are snapping up UK companies

  • Schroders Survey: North American Institutional Investors Turn to Active Management Amid Volatility and Concentration Risk

  • Why I'm Selling Schroders

  • Schroders Study Reveals How Retirees Are Responding to the Affordability Crisis

  • Exclusive: Schroders to exit wholly-owned China fund management unit, sources say

  • Private equity firms submit offers for Schroders' Benchmark unit, Sky News reports

  • Schroders shareholders approve $13.4 billion sale to Nuveen

  • UK's Schroders, Ashmore hit by outflows sparked by Iran war

  • Reviewing Apollo Global Management (NYSE:APO) & Schroders (OTCMKTS:SHNWF)

  • Financial Contrast: T. Rowe Price Group (NASDAQ:TROW) versus Schroders (OTCMKTS:SHNWF)

  • Short Interest in Schroders (OTCMKTS:SHNWF) Rises By 90.4%

  • Schroders (OTCMKTS:SHNWF) Receives Average Rating of “Hold” from Brokerages

  • Nuveen's takeover of Schroders undervalues asset manager, top 25 shareholder says

  • AM Best Comments on Credit Ratings of Teachers Insurance and Annuity Association of America Following Agreement to Acquire Schroders, plc.

  • Schroders sale puts more European money managers in play