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Rathbones Group Plc (RTBBF)
London, GB
Rathbones Group Plc, through its subsidiary entities, delivers tailored investment and wealth management solutions. It caters to a varied client base that includes private individuals, charitable organizations, trust administrators, and professional associates, primarily operating within the United Kingdom and Jersey. The company's business activities are structured into two principal divisions: Investment Management and Funds. Its extensive offerings encompass discretionary investment management, the oversight of unit trusts, comprehensive financial planning and consultation, managed portfolios, banking and lending facilities, and specialized advice on trust, tax, and legal matters. Founded in 1742, Rathbones Group Plc, which adopted its current name in December 2021 after previously being known as Rathbone Brothers Plc, is headquartered in London, United Kingdom.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | +0.00% | +0.00% | +8.36% | +8.36% | +8.36% | +26.14% | +36.36% | +36.36% | -4.64% | -4.64% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
-
Revenue growth Asset Management: +17.4%+2.3% Q4'25: +38.7% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+75.0% ★ Q4'25: +215.0% (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%+33.6% Q4'25: +22.5% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.68× ★ Q4'25: 0.31× (vs Q4'23)
* 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.
| Metric |
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. 1 EPS Ana. |
Dec 2027 7 Rev. Ana. 1 EPS Ana. |
Dec 2028 4 Rev. Ana. 1 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
227.99M
est: 340.23M (-33.0%)
|
251.28M
est: 303.96M (-17.3%)
|
291.57M
est: 382.62M (-23.8%)
|
311.96M
est: 391.16M (-20.2%)
|
348.07M
est: 458.33M (-24.1%)
|
394.59M
est: 492.80M (-19.9%)
|
439.76M
est: 587.26M (-25.1%)
|
508.60M
est: 554.57M (-8.3%)
|
676.20M
est: 714.18M (-5.3%)
|
1.01B
est: 890.99M (+13.5%)
|
1.03B
est: 918.85M (+12.6%)
|
953.75M
940.50M – 967.92M
+3.8% YoY
|
992.10M
937.74M – 1.03B
+4.0% YoY
|
1.04B
1.00B – 1.07B
+4.7% YoY
|
1.07B
1.03B – 1.10B
+3.0% YoY
|
| EBITDA |
78.49M
est: 98.91M (-20.6%)
|
86.32M
est: 88.36M (-2.3%)
|
97.41M
est: 111.23M (-12.4%)
|
105.96M
est: 113.71M (-6.8%)
|
—
est: 133.24M (-100.0%)
|
103.47M
est: 143.26M (-27.8%)
|
126.31M
est: 170.72M (-26.0%)
|
140.60M
est: 161.22M (-12.8%)
|
211.30M
est: 207.62M (+1.8%)
|
318.60M
est: 262.79M (+21.2%)
|
293.15M
est: 271.01M (+8.2%)
|
281.30M
277.39M – 285.48M
+3.8% YoY
|
292.61M
276.58M – 303.62M
+4.0% YoY
|
306.44M
295.80M – 314.54M
+4.7% YoY
|
315.50M
304.54M – 323.84M
+3.0% YoY
|
| EBIT |
62.37M
est: 77.28M (-19.3%)
|
65.61M
est: 69.04M (-5.0%)
|
77.99M
est: 86.91M (-10.3%)
|
84.29M
est: 88.84M (-5.1%)
|
-33.80M
est: 104.10M (-132.5%)
|
84.78M
est: 111.93M (-24.3%)
|
95.04M
est: 133.38M (-28.8%)
|
105.60M
est: 125.96M (-16.2%)
|
179.00M
est: 162.21M (+10.3%)
|
266.90M
est: 208.67M (+27.9%)
|
225.96M
est: 215.20M (+5.0%)
|
223.37M
220.27M – 226.69M
+3.8% YoY
|
232.35M
219.62M – 241.09M
+4.0% YoY
|
243.33M
234.88M – 249.77M
+4.7% YoY
|
250.53M
241.83M – 257.15M
+3.0% YoY
|
| Net Income |
46.37M
est: 125.48M (-63.0%)
|
38.16M
est: 124.34M (-69.3%)
|
46.83M
est: 144.80M (-67.7%)
|
46.17M
est: 142.05M (-67.5%)
|
26.92M
est: 144.67M (-81.4%)
|
26.65M
est: 130.71M (-79.6%)
|
75.23M
est: 172.59M (-56.4%)
|
49.00M
est: 135.72M (-63.9%)
|
37.50M
est: 133.54M (-71.9%)
|
65.50M
est: 226.44M (-71.1%)
|
112.28M
est: 235.25M (-52.3%)
|
261.98M
250.16M – 270.99M
+11.4% YoY
|
282.77M
270.01M – 292.49M
+7.9% YoY
|
298.78M
285.30M – 309.06M
+5.7% YoY
|
311.04M
297.00M – 321.74M
+4.1% YoY
|
| SGA |
737.0K
est: 1.92M (-61.6%)
|
758.0K
est: 1.71M (-55.8%)
|
857.0K
est: 2.16M (-60.3%)
|
793.0K
est: 2.21M (-64.1%)
|
968.0K
est: 2.58M (-62.5%)
|
1.01M
est: 2.78M (-63.8%)
|
1.24M
est: 3.31M (-62.5%)
|
1.10M
est: 3.13M (-64.8%)
|
3.00M
est: 4.03M (-25.5%)
|
16.40M
est: 37.82M (-56.6%)
|
193.00M
est: 39.00M (+394.9%)
|
40.48M
39.92M – 41.08M
+3.8% YoY
|
42.11M
39.80M – 43.69M
+4.0% YoY
|
44.10M
42.57M – 45.26M
+4.7% YoY
|
45.40M
43.83M – 46.60M
+3.0% YoY
|
| EPS |
0.97
est: 1.16 (-16.3%)
|
0.79
est: 1.15 (-31.2%)
|
0.93
est: 1.34 (-30.5%)
|
0.89
est: 1.31 (-32.2%)
|
0.50
est: 1.34 (-62.6%)
|
0.50
est: 1.21 (-58.6%)
|
1.34
est: 1.59 (-16.0%)
|
0.84
est: 1.25 (-33.0%)
|
0.51
est: 1.23 (-58.7%)
|
0.63
est: 1.57 (-59.8%)
|
1.08
est: 1.63 (-33.6%)
|
1.81
1.73 – 1.87
+11.4% YoY
|
1.96
1.87 – 2.02
+7.9% YoY
|
2.07
1.97 – 2.14
+5.7% YoY
|
2.15
2.05 – 2.23
+4.1% YoY
|
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
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 | 5M | male |
| Iain William Hooley | Group Chief Financial Officer & Director | 1M | 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 |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for RTBBF
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.
