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Schroders PLC (GB:SDR)
LSE:SDR
Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.2Last Year’s EPS
0.1Same Quarter Last Year
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong financial and operational progress: record AUM (GBP 824bn, +6%), double-digit operating profit and EPS growth (operating profit +25%, EPS +29%), positive flow momentum, delivery of transformation savings (GBP 75m in-year) and improved operating leverage (cost-to-income 71%). Management also announced an attractive all-cash offer from Nuveen that provides an immediate premium to shareholders and significant strategic scale (combined AUM > $1.8tn). Offsetting items include weaker net new business in parts of Wealth and Schroders Capital, a GBP 5bn outflow in joint ventures driven by China, FX/inflation-driven income and cost headwinds, and the need to accelerate deployment of private-market dry powder. Overall, the positive achievements and the strategic transaction announcement outweigh the operational challenges and near-term headwinds, producing a constructive outlook.Company Guidance
Strong profitability and EPS growth
Operating profit increased 25% year-on-year and adjusted operating EPS rose 29%, reflecting improved operating leverage and delivery against the transformation program.
Record AUM and net inflows
Assets under management reached a record GBP 824 billion (up 6%), with gross inflows up 9% to GBP 142 billion and net inflows of GBP 11.2 billion for the year.
Attractive all-cash offer from Nuveen
Nuveen proposed an all-cash offer of up to GBP 6.12 per share (GBP 5.90 cash + up to GBP 0.22 dividends), implying ~17x 2025 fully diluted adjusted operating EPS and premiums of 34% vs prior close, 47% vs 3-month VWAP and 61% vs 12-month VWAP.
Combined scale and strategic rationale of transaction
The proposed combination would create a global asset & wealth manager with combined AUM in excess of $1.8 trillion, GBP 1.3 trillion in Public Markets and GBP 307 billion in Private Markets, with complementary geographic and product footprints.
Revenue growth and segment performance
Adjusted operating income rose 6%; Asset Management net operating revenue up 4%; Public Markets net operating revenue up 5%; Schroders Capital net operating revenue up 3%; Wealth net operating revenue up 10% and adjusted operating revenue up 12% (3-year CAGR of 15%).
Recovery in net new revenue momentum
Annualized net new revenue moved from negative GBP 46 million in 2024 to positive GBP 15 million in 2025, and Public Markets net new business shifted from negative GBP 21 billion to positive GBP 3.7 billion.
Fundraising and dry powder
Schroders Capital gross fundraising was GBP 10.9 billion (flat year-on-year) and fee-earning dry powder increased by GBP 0.7 billion to GBP 4.9 billion, supporting future deployment opportunities.
Transformation delivery and cost savings
Delivered GBP 75 million of in-year net savings (net of reinvestments) and around GBP 100 million annualized net savings; supplier base reduced by 12%; headcount reduced by 10%; targeting GBP 150 million net annualized savings by 2027.
Improved operating leverage and margins
Cost-to-income ratio improved to 71% with guidance to move towards 70% in 2026 and a target below 70% for full-year 2027; equity margins exited at 44 bps and fixed income margin showed improvement by exit rates.
Product innovation and distribution progress
Launched active UCITS ETFs in Europe with over USD 1 billion AUM within four months; expanded sales teams in Schroders Capital (40 specialists) and renewed intermediary momentum (intermediary flows rose to >GBP 4.5 billion).
Employee and talent metrics
Leadership refreshed with 15% new external hires and 26% internal promotions (over 40% new in role), and retention of over 95% of employees awarded the highest performance rating.
GB:SDR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:SDR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | 457.00p | 587.50p | +28.56% |
Jul 31, 2025 | 383.63p | 384.61p | +0.26% |
Mar 06, 2025 | 359.01p | 404.34p | +12.62% |
Aug 01, 2024 | 363.96p | 328.56p | -9.73% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Schroders PLC (GB:SDR) report earnings?
Schroders PLC (GB:SDR) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is Schroders PLC (GB:SDR) earnings time?
Schroders PLC (GB:SDR) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Schroders PLC stock?
The P/E ratio of Schroders is N/A.
What is GB:SDR EPS forecast?
GB:SDR EPS forecast for the fiscal quarter 2026 (Q2) is 0.2.