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Rathbones Group Plc (RAT.L)
GBp1,704.00
+50.00 (+3.02%)
GB LSE Financial Services Asset Management
Address
8 Finsbury Circus EC2M 7AZ
London, GB
London, GB
CEO
Jonathan Edward Hugh Sorrell
Website
rathbones.com
IPO
1988-07-01
ISIN GB0002148343
Also trades on
London Stock Exchange · RAT.L (GBp)
Other OTC · RTBBF (USD)
Description
Rathbones Group Plc specializes in providing personalized investment and wealth management services through its subsidiaries. These services are extended to a diverse clientele, including private individuals, charitable organizations, trusts, and professional associates, primarily within the United Kingdom and Jersey. The company's operations are divided into two main divisions: Investment Management and Funds. Its comprehensive offerings include the oversight of discretionary investment portfolios, administration of unit trusts, financial planning and advisory support, customized managed portfolios, and banking and lending solutions. Additionally, the firm offers expert guidance on trust, tax, and legal matters. Founded in 1742, the company was formerly known as Rathbone Brothers Plc before rebranding to Rathbones Group Plc in December 2021, and its main office is situated in London, United Kingdom.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
GBp1,704.00
+50.00 (+3.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
161.3K
Beta
0.71
Float Shares
74.89M
Free Float %
72.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.81% | +2.59% | +0.41% | -12.58% | +7.03% | +2.59% | +20.88% | -0.70% | +8.79% | +2.59% | +509.23% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
1,704.00
DCF (Unlevered)
5,188.74
+204.5%
DCF (Levered)
4,648.54
+172.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
67% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | -1 |
| Hold | 2 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
1.76
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
8 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Asset Management: +17.4%+15.5% Q4'25: +38.3% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+72.1% ★ Q4'25: +250.0% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+16.0% Q4'25: +35.7% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+21.8% Q4'25: +23.9% (vs Q4'23)
-
ROIC Asset Management: +6.5%+360.1% ★ Q4'25: +823.3% (vs Q4'23)
-
Share dilution Asset Management: +0.0%-0.8% ★ Q4'25: +8.3% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.68× ★ Q4'25: 0.31× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2003 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 6 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
Dec 2029 3 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
—
est: 74.30M (-100.0%)
|
—
est: 84.31M (-100.0%)
|
81.72M
est: 84.24M (-3.0%)
|
113.19M
est: 111.55M (+1.5%)
|
133.69M
est: 139.14M (-3.9%)
|
134.48M
est: 170.77M (-21.3%)
|
131.17M
est: 151.13M (-13.2%)
|
116.76M
est: 118.03M (-1.1%)
|
127.18M
est: 125.42M (+1.4%)
|
144.45M
est: 143.16M (+0.9%)
|
155.56M
est: 155.93M (-0.2%)
|
176.32M
est: 172.49M (+2.2%)
|
207.47M
est: 204.03M (+1.7%)
|
238.57M
est: 230.84M (+3.4%)
|
251.28M
est: 245.99M (+2.2%)
|
291.57M
est: 282.85M (+3.1%)
|
338.39M
est: 307.13M (+10.2%)
|
383.76M
est: 345.98M (+10.9%)
|
397.13M
est: 360.51M (+10.2%)
|
468.82M
est: 434.42M (+7.9%)
|
511.38M
est: 458.55M (+11.5%)
|
676.20M
est: 871.80M (-22.4%)
|
895.90M
est: 891.22M (+0.5%)
|
1.03B
est: 919.00M (+12.6%)
|
957.60M
944.30M – 971.83M
+4.2% YoY
|
996.10M
941.53M – 1.03B
+4.0% YoY
|
1.04B
1.01B – 1.07B
+4.7% YoY
|
1.07B
1.04B – 1.10B
+3.0% YoY
|
| EBITDA |
24.92M
est: 19.45M (+28.1%)
|
28.33M
est: 29.16M (-2.9%)
|
—
est: 29.14M (-100.0%)
|
39.18M
est: 38.62M (+1.4%)
|
48.14M
est: 47.15M (+2.1%)
|
51.45M
est: 58.32M (-11.8%)
|
46.92M
est: 50.36M (-6.8%)
|
34.81M
est: 27.62M (+26.0%)
|
38.49M
est: 36.34M (+5.9%)
|
51.18M
est: 43.95M (+16.5%)
|
49.02M
est: 52.39M (-6.4%)
|
53.23M
est: 54.20M (-1.8%)
|
72.45M
est: 64.76M (+11.9%)
|
74.70M
est: 67.74M (+10.3%)
|
80.05M
est: 79.57M (+0.6%)
|
93.05M
est: 81.42M (+14.3%)
|
101.02M
est: 85.77M (+17.8%)
|
115.26M
est: 92.62M (+24.5%)
|
114.33M
est: 72.65M (+57.4%)
|
126.31M
est: 74.59M (+69.3%)
|
117.79M
est: 79.42M (+48.3%)
|
149.90M
est: 227.46M (-34.1%)
|
268.50M
est: 232.61M (+15.4%)
|
293.20M
est: 239.77M (+22.3%)
|
249.85M
246.37M – 253.56M
+4.2% YoY
|
259.89M
245.65M – 269.67M
+4.0% YoY
|
272.17M
262.72M – 279.37M
+4.7% YoY
|
280.22M
270.49M – 287.63M
+3.0% YoY
|
| EBIT |
22.45M
est: 14.01M (+60.3%)
|
25.17M
est: 25.53M (-1.4%)
|
-8.66M
est: 25.51M (-133.9%)
|
36.68M
est: 33.81M (+8.5%)
|
44.72M
est: 44.03M (+1.6%)
|
47.30M
est: 54.20M (-12.7%)
|
42.31M
est: 46.20M (-8.4%)
|
29.47M
est: 31.87M (-7.5%)
|
30.08M
est: 31.35M (-4.0%)
|
42.18M
est: 34.36M (+22.8%)
|
38.78M
est: 42.70M (-9.2%)
|
44.12M
est: 42.92M (+2.8%)
|
61.57M
est: 52.14M (+18.1%)
|
61.19M
est: 52.47M (+16.6%)
|
65.61M
est: 62.42M (+5.1%)
|
77.99M
est: 57.61M (+35.4%)
|
84.29M
est: 64.51M (+30.7%)
|
88.59M
est: 68.43M (+29.5%)
|
83.10M
est: 39.22M (+111.9%)
|
95.04M
est: 40.27M (+136.0%)
|
82.79M
est: 42.87M (+93.1%)
|
107.40M
est: 165.96M (-35.3%)
|
188.10M
est: 169.72M (+10.8%)
|
226.00M
est: 174.95M (+29.2%)
|
182.30M
179.76M – 185.00M
+4.2% YoY
|
189.63M
179.24M – 196.76M
+4.0% YoY
|
198.59M
191.69M – 203.84M
+4.7% YoY
|
204.45M
197.36M – 209.86M
+3.0% YoY
|
| Net Income |
15.53M
est: 51.60M (-69.9%)
|
16.87M
est: 17.59M (-4.1%)
|
9.57M
est: 17.58M (-45.6%)
|
24.68M
est: 23.29M (+6.0%)
|
32.14M
est: 30.81M (+4.3%)
|
37.38M
est: 38.92M (-4.0%)
|
19.00M
est: 33.10M (-42.6%)
|
19.63M
est: 14.15M (+38.7%)
|
21.55M
est: 20.83M (+3.5%)
|
28.71M
est: 24.66M (+16.4%)
|
29.22M
est: 31.26M (-6.5%)
|
34.75M
est: 32.30M (+7.6%)
|
35.64M
est: 41.05M (-13.2%)
|
46.37M
est: 40.87M (+13.5%)
|
38.16M
est: 49.37M (-22.7%)
|
46.83M
est: 43.85M (+6.8%)
|
46.17M
est: 51.29M (-10.0%)
|
26.92M
est: 51.53M (-47.8%)
|
26.65M
est: 26.63M (+0.1%)
|
75.23M
est: 27.34M (+175.2%)
|
49.00M
est: 43.68M (+12.2%)
|
37.50M
est: 72.00M (-47.9%)
|
65.50M
est: 167.22M (-60.8%)
|
112.30M
est: 171.16M (-34.4%)
|
193.98M
184.38M – 203.59M
+13.3% YoY
|
216.25M
200.70M – 231.79M
+11.5% YoY
|
222.68M
212.62M – 230.33M
+3.0% YoY
|
231.81M
221.35M – 239.79M
+4.1% YoY
|
| SGA |
—
est: 1.88M (-100.0%)
|
—
est: 44.14M (-100.0%)
|
58.80M
est: 44.11M (+33.3%)
|
—
est: 58.45M (-100.0%)
|
—
est: 66.61M (-100.0%)
|
—
est: 76.26M (-100.0%)
|
—
est: 64.96M (-100.0%)
|
—
est: 46.61M (-100.0%)
|
—
est: 66.30M (-100.0%)
|
—
est: 73.40M (-100.0%)
|
562.0K
est: 78.32M (-99.3%)
|
570.0K
est: 87.28M (-99.3%)
|
1.78M
est: 107.82M (-98.3%)
|
737.0K
est: 119.29M (-99.4%)
|
11.78M
est: 128.06M (-90.8%)
|
12.09M
est: 151.79M (-92.0%)
|
15.84M
est: 164.50M (-90.4%)
|
11.48M
est: 179.48M (-93.6%)
|
13.09M
est: 178.74M (-92.7%)
|
13.54M
est: 183.51M (-92.6%)
|
21.30M
est: 195.39M (-89.1%)
|
3.00M
est: 16.26M (-81.6%)
|
16.40M
est: 16.63M (-1.4%)
|
—
est: 17.15M (-100.0%)
|
17.87M
17.62M – 18.13M
+4.2% YoY
|
18.58M
17.57M – 19.28M
+4.0% YoY
|
19.46M
18.79M – 19.98M
+4.7% YoY
|
20.04M
19.34M – 20.57M
+3.0% YoY
|
| EPS |
0.44
est: 0.48 (-7.7%)
|
0.46
est: 0.54 (-14.7%)
|
0.24
est: 0.29 (-17.2%)
|
0.60
est: 0.62 (-3.1%)
|
0.77
est: 0.71 (+8.6%)
|
0.88
est: 0.85 (+4.1%)
|
0.44
est: 0.71 (-38.0%)
|
0.46
est: 0.50 (-8.1%)
|
0.50
est: 0.61 (-18.1%)
|
0.67
est: 0.77 (-13.5%)
|
0.67
est: 0.79 (-15.5%)
|
0.76
est: 0.87 (-12.6%)
|
0.76
est: 1.03 (-26.2%)
|
0.97
est: 1.16 (-16.6%)
|
0.79
est: 1.14 (-30.8%)
|
0.93
est: 1.31 (-29.1%)
|
0.89
est: 1.38 (-35.7%)
|
0.50
est: 1.30 (-61.4%)
|
0.50
est: 1.20 (-58.4%)
|
1.34
est: 1.59 (-15.8%)
|
0.84
est: 1.27 (-34.0%)
|
0.53
est: 0.67 (-21.4%)
|
0.63
est: 1.57 (-59.8%)
|
1.08
est: 1.63 (-33.6%)
|
1.82
1.72 – 1.90
+11.8% YoY
|
1.96
1.87 – 2.16
+7.9% YoY
|
2.07
1.98 – 2.15
+5.7% YoY
|
2.16
2.06 – 2.23
+4.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.69B
OE per share TTM
15.79
Owner's Yield
93.69%
Maintenance CapEx ratio
21.13%
Maint CapEx / Avg PPE
12.2%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 82 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Amundi Prime UK Mid & Small Cap UCITS ETF DR - GBP (D) PRUK.L | 0.54% | 2.29M | 0.05% |
| 2 | Vanguard FTSE 250 UCITS ETF VMIG.MI | 0.37% | 9.76M | 0.10% |
| 3 | Vanguard FTSE 250 UCITS ETF (GBP) Distributing VMID.DE | 0.37% | 9.76M | 0.10% |
| 4 | Invesco FTSE 250 UCITS ETF S250.L | 0.32% | 113.5K | 0.12% |
| 5 | iShares FTSE 250 UCITS ETF MIDD.L | 0.32% | 2.67M | 0.40% |
| 6 | HSBC FTSE 250 UCITS ETF HMCX.L | 0.31% | 209.7K | 0.09% |
| 7 | Xtrackers FTSE 250 UCITS ETF 1D XMCX.L | 0.31% | 118.6K | 0.15% |
| 8 | Franklin European Quality Dividend UCITS ETF FLXD.L | 0.30% | 1.89M | 0.25% |
| 9 | iShares MSCI UK Small Cap UCITS ETF CUKS.L | 0.29% | 365.1K | 0.58% |
| 10 | iShares MSCI United Kingdom Small-Cap ETF EWUS | 0.28% | 113.9K | 0.59% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
63.8K
Shares Outstanding
104.08M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jonathan Edward Hugh Sorrell | Chief Executive Officer & Director | 4M | male |
| Iain William Hooley | Group Chief Financial Officer & Director | 787.0K | male |
| Edward Smith | Co-Chief Investment Officer | — | male |
| Elizabeth Savage | Co-Chief Investment Officer | — | female |
| Gaynor Gillespie | Group Chief People Officer | — | female |
| Ivo D. Darnley | Managing Director of Rathbones Investment Management | — | male |
| Michael Turner | Chief Operating Officer | — | male |
| Rupert Pepper | Director of Corporate Development | — | male |
| Shelly Patel | Head of Investor Relations | — | female |
| Brad Novak | Chief Technology Officer | — | male |
| Sophie Boyd-Wallis | Head of Internal Communications | — | female |
| Cassandra Williams | Chief Risk Officer & Compliance Officer | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for RAT.L
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
