Schroders (SDR) AI Stock Analysis

• Market Cap: £5.97B
• Dividend Yield: 5.53%
• Average Volume (3M): 2.15M
• Price to Earnings (P/E): 16.8
• Beta (1Y): 1.43
• Revenue Growth: 4.78%
• EPS Growth: -4.86%
• Country: UK
• Employees: 6,363
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.10
• Shares Outstanding: 1,610,711,300
• 10 Day Avg. Volume: 3,170,161
• 30 Day Avg. Volume: 2,152,187
• PEG Ratio: 3.07
• Price to Book (P/B): 1.16
• Price to Sales (P/S): 1.72
• P/FCF Ratio: 5.22
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: £417.50
• Price Target Upside: 7.60% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 8
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 72 Outperform
• Price Target: 421.00p ▲(8.51% Upside)

Schroders' strong financial performance and strategic initiatives are key strengths, supported by a solid dividend yield. However, technical indicators suggest a cautious short-term outlook, and restructuring costs have impacted recent profits. The company's focus on cost savings and growth in wealth management and global equities positions it well for future gains.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial health.

Cost Savings Initiatives

Effective cost savings initiatives enhance profitability and operational efficiency, positioning the company for sustainable growth.

Strong Sales Momentum

Increasing sales momentum reflects strong client demand and successful market strategies, suggesting robust future revenue streams.

Negative Factors

Profit Before Tax Decline

A significant decline in profit before tax indicates challenges in managing restructuring costs, potentially affecting short to medium-term profitability.

Restructuring Charges

High restructuring charges can strain financial resources and impact net income, posing risks to financial stability during transformation.

Cash Flow Fluctuations

Fluctuating cash flows may affect liquidity and operational flexibility, challenging the company's ability to fund growth initiatives consistently.

Schroders Business Overview & Revenue Model

Company Description

Schroders plc is a publicly owned investment manager. The firm also provides advisory and consultancy services. It provides its services to financial institutions, high net worth clients, large corporate, local authority, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.

How the Company Makes Money

Schroders generates revenue primarily through the management of investment funds and assets, earning fees based on the assets under management (AUM). The company charges management fees, which are typically calculated as a percentage of AUM, and performance fees when investment returns exceed predefined benchmarks. Key revenue streams include institutional mandates, retail funds, and private client services. Additionally, Schroders has established significant partnerships with various financial institutions and has expanded its presence in emerging markets, which contribute to its earnings. The company's diversified investment offerings and client base help mitigate risks and enhance revenue stability.

Schroders Financial Statement Overview

Summary

Schroders shows a strong financial position with consistent revenue growth and profitability. The low debt-to-equity ratio and solid return on equity reflect financial stability. However, cash flow fluctuations slightly temper the overall financial strength.

Income Statement

Schroders has demonstrated consistent revenue growth over the years, with a slight dip in 2021. The gross profit margin is robust, reflecting efficient operations. Net profit margin has shown volatility, impacted by fluctuations in net income. EBIT and EBITDA margins remain strong, indicating healthy core business profitability.

Balance Sheet

The company maintains a low debt-to-equity ratio, suggesting conservative leverage and financial stability. Return on equity is solid, reflecting effective use of shareholders' funds. The equity ratio indicates a healthy proportion of assets financed by equity, reducing financial risk.

Cash Flow

Operating cash flow has seen fluctuations, but recent improvements are notable. Free cash flow growth has been inconsistent, with a significant increase in the latest period. The ratios of operating and free cash flow to net income suggest adequate liquidity to support operations.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	3.08B	2.97B	2.94B	2.93B	3.02B	2.57B
Gross Profit	2.40B	2.36B	2.33B	2.21B	2.30B	1.95B
EBITDA	630.90M	731.00M	769.20M	798.50M	865.00M	756.00M
Net Income	373.50M	433.00M	402.60M	486.20M	623.80M	486.00M
Balance Sheet
Total Assets	22.24B	20.95B	20.63B	21.33B	24.34B	21.67B
Cash, Cash Equivalents and Short-Term Investments	4.68B	6.78B	4.82B	4.44B	4.21B	3.47B
Total Debt	588.40M	601.70M	318.70M	420.40M	443.70M	470.00M
Total Liabilities	17.87B	16.45B	16.17B	16.85B	19.92B	17.59B
Stockholders Equity	4.28B	4.41B	4.39B	4.36B	4.29B	4.00B
Cash Flow
Free Cash Flow	729.20M	977.70M	-318.00M	143.60M	1.08B	224.70M
Operating Cash Flow	1.18B	1.05B	-238.10M	247.90M	1.17B	317.50M
Investing Cash Flow	-434.80M	-694.80M	-225.00M	-561.60M	28.20M	212.70M
Financing Cash Flow	282.20M	-213.00M	-479.50M	149.40M	-271.30M	22.50M

Schroders Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 388.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SDR, the sentiment is Positive. The current price of 388 is above the 20-day moving average (MA) of 384.36, above the 50-day MA of 380.21, and above the 200-day MA of 361.59, indicating a bullish trend. The MACD of 0.68 indicates Negative momentum. The RSI at 55.58 is Neutral, neither overbought nor oversold. The STOCH value of 86.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:SDR.

Schroders Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
N91	79 Outperform	$3.87B	13.00	40.46%	5.44%	0.18%	-6.74%
ABDN	78 Outperform	£3.65B	11.49	6.50%	7.25%	-7.11%	0.45%
EMG	73 Outperform	£2.35B	16.92	12.23%	6.18%	-10.85%	-42.02%
SDR	72 Outperform	£5.97B	16.82	8.30%	5.53%	4.78%	-4.86%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%
ICG	67 Neutral	£5.54B	12.48	18.83%	4.18%	-0.15%	-7.47%
MNG	52 Neutral	$6.40B	―	-1.53%	7.42%	9.86%	-134.41%

Schroders Corporate Events

Schroders Achieves Record AUM with Strategic Market Exits and ETF Launches

Schroders PLC reported a significant increase in its assets under management (AUM), reaching a record £816.7 billion in Q3 2025, driven by net inflows and favorable market conditions. The company continues to execute its strategic plan by exiting non-scalable markets like Indonesia and Brazil, launching active ETFs in Europe, and simplifying its Wealth Management business. These moves are aimed at enhancing client investment performance and positioning Schroders for sustainable long-term growth.

The most recent analyst rating on (GB:SDR) stock is a Hold with a £395.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Announces Share Transfer by Principal Shareholder

Schroders plc announced a transfer of indirect interest in 27,711,941 ordinary shares by Suzanne Schroder to Matthew Pintus and Quorum Limited, trustees of a trust established by Suzanne Schroder. This transfer, which does not alter the overall shareholding of the principal shareholder group, is associated with Leonie Schroder, a non-executive director of the company. The transaction is part of regulatory compliance under the UK Market Abuse Regulation.

The most recent analyst rating on (GB:SDR) stock is a Sell with a £3.40 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Announces Share Purchases for Management

Schroders plc announced the monthly non-discretionary purchase of shares under its Share Incentive Plan for key managerial personnel. This transaction, conducted on the London Stock Exchange, involves the purchase of ordinary shares at a price of £3.994 each, reflecting the company’s commitment to aligning the interests of its management with those of its shareholders.

The most recent analyst rating on (GB:SDR) stock is a Sell with a £3.40 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Executives Acquire Shares, Reinforcing Market Position

Schroders plc announced transactions involving key managerial figures acquiring rights to ordinary shares under a dividend reinvestment plan. This move, involving the Group Chief Executive, Chief Financial Officer, Group Chief Investment Officer, and CEO of Schroders Capital, highlights the company’s commitment to aligning management interests with shareholder value, potentially strengthening its market position.

The most recent analyst rating on (GB:SDR) stock is a Buy with a £414.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Executives Acquire Share Rights in Strategic Move

Schroders plc has announced transactions involving the acquisition of rights to ordinary shares by several key executives under the Deferred Award Plan and Equity Incentive Plan. These transactions, conducted on the London Stock Exchange, reflect the company’s ongoing commitment to aligning managerial interests with shareholder value, potentially impacting its market positioning and stakeholder relations.

The most recent analyst rating on (GB:SDR) stock is a Buy with a £414.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Chair Elizabeth Corley to Join LSE Group as Non-Executive Director

Schroders plc announced that Elizabeth Corley, the Chair of the Company, will join the London Stock Exchange Group plc as a Non-Executive Director starting December 1, 2025. This appointment aligns with Schroders’ strategic positioning within the financial industry, potentially enhancing its influence and connections in the market.

The most recent analyst rating on (GB:SDR) stock is a Buy with a £417.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Chair to Step Down from BAE Systems Role

Schroders plc announced that Elizabeth Corley, the Chair of the Company, will resign from her role as a Non-Executive Director at BAE Systems plc, effective from November 30, 2025. This change in leadership may influence Schroders’ strategic direction and stakeholder relationships, as Corley focuses more on her responsibilities within Schroders.

The most recent analyst rating on (GB:SDR) stock is a Buy with a £417.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Announces Managerial Share Purchases Under Incentive Plan

Schroders plc announced the non-discretionary purchase of shares under its Share Incentive Plan, involving key managerial personnel. The transactions, conducted on the London Stock Exchange, highlight the company’s ongoing efforts to align management interests with shareholder value, potentially strengthening its market position.

The most recent analyst rating on (GB:SDR) stock is a Hold with a £392.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders’ Key Executives Participate in Share Incentive Plan

Schroders plc announced the purchase of ordinary shares under its Share Incentive Plan by key managerial personnel. This transaction, conducted on the London Stock Exchange, reflects the company’s ongoing commitment to aligning the interests of its management with those of its shareholders, potentially enhancing stakeholder confidence in its governance practices.

The most recent analyst rating on (GB:SDR) stock is a Sell with a £280.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders Facilitates Charitable Share Transfer

Schroders plc announced a gift of 7,357 ordinary shares by Vincitas Limited, a trustee company, to the Schroder Charity Trust. This transaction, which does not alter the overall shareholding of the principal shareholder group, underscores the company’s commitment to charitable activities. The announcement reflects compliance with the UK Market Abuse Regulation and highlights the involvement of key figures within the company, such as Claire Fitzalan Howard and Leonie Schroder, in the transaction.

The most recent analyst rating on (GB:SDR) stock is a Sell with a £280.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.

Schroders CEO Acquires Shares Under Deferred Award Plan

Schroders plc announced a transaction involving Oliver Gregson, CEO of Wealth Management, who acquired rights to ordinary shares under the Deferred Award Plan. The transaction, conducted on the London Stock Exchange, involved 967,229 shares at nil cost, reflecting Schroders’ ongoing commitment to aligning managerial interests with company performance.

The most recent analyst rating on (GB:SDR) stock is a Sell with a £280.00 price target. To see the full list of analyst forecasts on Schroders stock, see the GB:SDR Stock Forecast page.