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Rathbones Group PLC
(LSE:RAT)
Rathbones Group PLC (RAT) vs. S&P 500 (SPY)
Rathbones Group PLC Business Overview & Revenue Model
Rathbones Group PLC Financial Statement Overview
| Breakdown | ||||
| Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 676.20M | 511.38M | 468.82M | 397.13M | 383.76M | Gross Profit |
| 534.10M | 426.21M | 408.30M | 339.73M | 323.03M | EBIT |
| 107.40M | 82.75M | 108.79M | 83.10M | 81.47M | EBITDA |
| 149.90M | 117.79M | 140.05M | 114.33M | 115.26M | Net Income Common Stockholders |
| 37.50M | 49.00M | 75.23M | 26.65M | 26.92M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 1.20M | 1.41B | 1.46B | 1.80B | 1.93B | Total Assets |
| 4.22B | 3.47B | 3.29B | 3.38B | 3.41B | Total Debt |
| 127.20M | 91.41M | 97.08M | 76.78M | 80.96M | Net Debt |
| -911.10M | -1.32B | -1.37B | -1.73B | -1.85B | Total Liabilities |
| 2.87B | 2.84B | 2.67B | 2.87B | 2.92B | Stockholders Equity |
| 1.35B | 634.83M | 623.28M | 513.83M | 485.39M |
| Cash Flow | Free Cash Flow | |||
| -100.10M | 84.17M | 41.03M | 93.58M | 68.93M | Operating Cash Flow |
| -89.40M | 97.30M | 53.73M | 107.12M | 86.88M | Investing Cash Flow |
| -79.90M | -293.71M | -244.44M | -48.86M | 254.90M | Financing Cash Flow |
| -100.50M | 115.53M | -212.39M | -149.59M | 397.72M |
Rathbones Group PLC Technical Analysis
Rathbones Group PLC Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | £1.74B | 20.90 | 45.56% | 2.92% | 23.46% | 23.33% | |
77 Outperform | £1.69B | 25.59 | 4.83% | 5.75% | 49.59% | 18.13% | |
67 Neutral | £389.84M | 6.10 | 8.03% | 7.11% | 0.37% | ― | |
64 Neutral | £385.77M | 9.24 | 33.77% | 11.39% | 18.08% | 22.78% | |
64 Neutral | $12.64B | 9.74 | 8.05% | 17044.60% | 12.66% | -4.62% |
Rathbones Group PLC Corporate Events
Rathbones Group PLC has announced its total voting rights as of April 30, 2025, in compliance with the FCA’s Disclosure Guidance and Transparency Rules. The company reported an issued share capital consisting of 92,032,527 ordinary shares with voting rights and 17,481,868 convertible non-voting ordinary shares. This disclosure is crucial for shareholders to determine their interests and any changes in their stake in the company.
Spark’s Take on GB:RAT Stock
According to Spark, TipRanks’ AI Analyst, GB:RAT is a Outperform.
Rathbones Group PLC demonstrates solid financial performance with strong revenue growth and cash flow improvements, driving a high score. While technical analysis presents mixed signals, the stock is fairly valued, and recent corporate events provide a positive outlook. The overall score reflects a stable company with good financial health and strategic alignment, despite some technical challenges.
To see Spark’s full report on GB:RAT stock, click here.
Rathbones Group PLC announced the vesting of share awards under its Executive Share Performance Plan for its Group Chief Executive Officer, Paul Stockton. The transaction, which was conducted outside a trading venue, resulted in a net release of 1,063 shares after tax withholding. This announcement reflects the company’s ongoing commitment to aligning executive compensation with performance, potentially impacting stakeholder perceptions and executive motivation.
Spark’s Take on GB:RAT Stock
According to Spark, TipRanks’ AI Analyst, GB:RAT is a Outperform.
Rathbones Group PLC scores 76 due to strong financial performance, characterized by revenue growth and cash flow improvements. Although technical indicators show a bearish trend, the company’s fair valuation and strategic corporate events, such as executive compensation alignment and leadership transition, support a positive outlook. The lack of debt, while enhancing stability, may limit growth through leverage.
To see Spark’s full report on GB:RAT stock, click here.
Rathbones Group PLC announced the grant of share options under its HMRC Savings Related Share Options Plan (SAYE) to Sarah Owen-Jones, the Chief Risk Officer, on April 8, 2025. This move is in line with the UK Market Abuse Regulation requirements and reflects the company’s commitment to aligning managerial interests with shareholder value, potentially impacting the company’s governance and stakeholder relations positively.
Spark’s Take on GB:RAT Stock
According to Spark, TipRanks’ AI Analyst, GB:RAT is a Outperform.
Rathbones Group PLC’s strong financial performance, including revenue growth and cash flow improvements, is a key strength. However, technical indicators show mixed signals, and the stock is fairly valued with a moderate income yield. The company’s strategic moves, like the CEO transition, further bolster its outlook.
To see Spark’s full report on GB:RAT stock, click here.
Rathbones Group PLC announced the vesting of share awards under its 2015 Executive Incentive Plan, granted in April 2021, to key managerial figures including the CEO, Chief Risk Officer, and Chief Operating Officer. This move reflects the company’s ongoing commitment to aligning executive compensation with performance, potentially impacting the company’s operational dynamics and signaling confidence in its leadership to stakeholders.
Spark’s Take on GB:RAT Stock
According to Spark, TipRanks’ AI Analyst, GB:RAT is a Outperform.
Rathbones Group PLC’s strong financial performance, including revenue growth and cash flow improvements, is a key strength. However, technical indicators show mixed signals, and the stock is fairly valued with a moderate income yield. The company’s strategic moves, like the CEO transition, further bolster its outlook.
To see Spark’s full report on GB:RAT stock, click here.
Rathbones Group PLC announced the allotment of ordinary shares to Equiniti Share Plan Trustees Limited under the company’s Inland Revenue Approved Share Incentive Plan. This transaction involves the acquisition of partnership and matching shares by key managerial personnel, including the CEO, CFO, Chief Risk Officer, and COO, reflecting the company’s commitment to aligning management interests with shareholder value.
Spark’s Take on GB:RAT Stock
According to Spark, TipRanks’ AI Analyst, GB:RAT is a Outperform.
Rathbones Group PLC’s strong financial performance, including revenue growth and cash flow improvements, is a key strength. However, technical indicators show mixed signals, and the stock is fairly valued with a moderate income yield. The company’s strategic moves, like the CEO transition, further bolster its outlook.
To see Spark’s full report on GB:RAT stock, click here.
Rathbones Group PLC announced its total voting rights as of March 31, 2025, revealing an issued share capital consisting of 92,005,657 Ordinary Shares with voting rights and 17,481,868 Convertible Non-Voting Ordinary Shares. This disclosure is significant for shareholders as it determines the denominator for calculating their interest in the company, impacting their notification requirements under the FCA’s Disclosure Guidance and Transparency Rules.
Rathbones Group PLC has released its Annual Report and Accounts for the year ending 31 December 2024, along with the Notice of the 2025 Annual General Meeting. These documents have been distributed to shareholders and are available on the company’s website. The release outlines the directors’ responsibilities in preparing financial statements and maintaining corporate governance standards, emphasizing the importance of transparency and accuracy in financial reporting. This announcement reinforces Rathbones’ commitment to maintaining high standards of corporate governance and financial integrity, which is crucial for its stakeholders and the broader market.
Rathbones Group PLC announced the vesting of share awards under its 2015 Executive Incentive Plan, granted in March 2020, to key managerial personnel. This development reflects the company’s commitment to rewarding its executives, potentially impacting its operational dynamics by aligning management incentives with shareholder interests.
Rathbones Group PLC has announced the retirement of its Group Chief Executive, Paul Stockton, effective 30th September 2025, after a 16-year tenure. He will be succeeded by Jonathan Sorrell, who will join as CEO designate on 1st July 2025, pending regulatory approval. Under Stockton’s leadership, Rathbones grew its FUMA from £9 billion to £109 billion and successfully integrated Investec Wealth & Investment (UK). The board expressed confidence in Sorrell’s leadership abilities, highlighting his extensive experience in the investment management industry and his strategic vision for the company’s future.
Rathbones Group PLC announced the vesting of share awards under its Executive Share Performance Plan, which took place on March 15, 2025. The notification, made in compliance with UK Market Abuse Regulation, detailed the transaction involving Paul Stockton, the Group Chief Executive Officer, highlighting the release of net shares after tax withholding. This event underscores Rathbones’ commitment to aligning executive incentives with company performance, potentially impacting executive motivation and shareholder value.
Rathbones Group PLC announced the vesting of share awards granted to key executives under its Executive Share Performance Plan. This vesting, which aligns with the UK Market Abuse Regulation, involves the release of net shares to executives such as the CEO, Chief Risk Officer, and Chief Operating Officer, reflecting the company’s commitment to rewarding its leadership team. The transaction details highlight the company’s structured approach to executive compensation, potentially impacting stakeholder perceptions and reinforcing market confidence in its governance practices.
Rathbones Group PLC has announced the granting of share awards to key executives under its 2025 Performance Share Plan. These awards, which are subject to specific performance conditions and vesting periods, are part of the company’s strategy to align executive incentives with long-term shareholder value. The move reflects Rathbones’ commitment to retaining top talent and ensuring that its leadership is motivated to drive the company’s growth and success.
Rathbones Group PLC has announced the allotment of ordinary shares to Equiniti Share Plan Trustees Limited as part of its Inland Revenue Approved Share Incentive Plan. This transaction involves key managerial figures acquiring partnership and matching shares, reflecting the company’s commitment to aligning management interests with shareholder value. The move is expected to reinforce stakeholder confidence and support Rathbones’ strategic objectives in the competitive financial services sector.
Rathbones Group Plc has announced its total voting rights as of February 28, 2025. The company’s issued share capital consists of 91,978,243 Ordinary Shares with voting rights and 17,481,868 Convertible Non-Voting Ordinary Shares. The total number of voting rights is 91,978,243, which shareholders can use to calculate their interest in the company under the FCA’s Disclosure Guidance and Transparency Rules.
Rathbones Group PLC announced its preliminary results for 2024, highlighting significant progress following its combination with IW&I. The company reported a substantial increase in operating income and profit, driven by successful synergy realization and enhanced operational efficiencies. The integration of IW&I has positioned Rathbones for future growth, with plans to complete client migrations and further improve organic growth rates. The company also announced a 6.9% increase in its dividend, reflecting its strong financial performance and confidence in its strategic direction. Rathbones remains focused on delivering sustainable value to shareholders while navigating industry challenges and geopolitical uncertainties.
Rathbones Group PLC reported strong financial results for 2024, driven by the successful integration of Investec Wealth & Investment (IW&I). The company achieved record gross inflows, increased its operating margin, and exceeded synergy targets, resulting in a 79.1% rise in underlying profit before tax. The integration has positioned Rathbones for future growth opportunities and innovation, with plans to complete the migration of IW&I clients and further enhance service offerings in 2025. The company also announced a 6.9% increase in its dividend, reflecting confidence in its long-term prospects and commitment to delivering shareholder value.
Rathbones Group PLC has issued a voluntary disclosure regarding an update in the chain of corporations controlled by its substantial shareholder, FMR LLC. This update reflects a change in the voting rights held by FMR LLC, which now stands at 9.6385%, compared to a previous position of 8.8046%. This increase in voting rights indicates a strengthened influence of FMR LLC in Rathbones Group’s corporate decisions, which may impact the company’s governance structure and strategic direction.
Rathbones Group Plc has announced the allotment of ordinary shares to Equiniti Share Plan Trustees Limited as part of its Inland Revenue Approved Share Incentive Plan. This transaction, involving key managerial figures such as the CEO and CFO, reflects the company’s ongoing commitment to aligning management interests with shareholder value and enhancing employee investment incentives.