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Schroders PLC (SHNWF)

USD7.30 +0.00 (+0.00%)
GB OTC Financial Services Investment - Banking & Investment Services
Address 1 London Wall Place EC2Y5AU
London, WP, GB
CEO Richard Oldfield
IPO 2001-10-16
ISIN GB00BP9LHF23

Explore sections of this company profile

Also trades on London Stock Exchange · SDR.L (GBp) London Stock Exchange · SDRC.L (GBp) Other OTC · SHNWF (USD)
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. The company was formerly known as New Schroders plc and changed its name to Schroders plc in April 2000. Schroders plc was founded on 1804 and is headquartered 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 Loading…
Indicator 1D1W2W3W1M
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
Averages
Trend
Price
Levels
Draw
USD7.30 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
562
Beta
1.08
Float Shares
763.55M
Free Float %
49.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +0.00% -7.36% +39.85% +32.25% +52.08% +25.65% -83.04% +5.95% +305.56%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Hold
Price Targets & DCF
Current price
7.30
DCF (Unlevered) 9.08 +24.3%
DCF (Levered) 8.80 +20.5%

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.

Quality scores
Altman Z-Score
1.17
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Operational MOAT
✗ Below peers
  • Revenue growth Investment - Banking & Investment Services: +23.9%
    +10.5% Q4'25: +16.4% (vs Q4'23)
  • EPS growth Investment - Banking & Investment Services: +31.6%
    +22.2% Q4'25: +118.2% (vs Q4'23)
  • FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%
    +18.8% Q4'25: +23.5% (vs Q4'23)
  • EBIT margin Investment - Banking & Investment Services: +33.7%
    +21.2% Q4'25: +28.4% (vs Q4'23)
  • ROIC Investment - Banking & Investment Services: +2.7%
    +70.8% Q4'25: +202.6% (vs Q4'23)
  • Share dilution Investment - Banking & Investment Services: +0.1%
    +34.8% Q4'25: -0.1% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×
    1.05× Q4'25: 0.40× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.08) × ERP
WACC = 93% × Ke + 7% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.08 Current price: 7.30
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
6 Rev. Ana.
1 EPS Ana.
Dec 2027
6 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Revenue
2.04B
est: 2.37B (-13.8%)
2.14B
est: 2.17B (-1.0%)
2.51B
est: 2.67B (-6.1%)
2.63B
est: 2.67B (-1.7%)
2.54B
est: 2.72B (-6.9%)
2.61B
est: 2.81B (-7.1%)
3.05B
est: 3.30B (-7.5%)
2.97B
est: 2.88B (+2.9%)
2.99B
est: 3.05B (-1.9%)
2.97B
est: 2.35B (+26.3%)
3.28B
est: 2.50B (+31.2%)
2.61B
2.56B – 2.66B
+4.5% YoY
2.72B
2.62B – 2.81B
+3.9% YoY
2.88B
2.79B – 2.95B
+5.9% YoY
EBITDA
568.20M
est: 629.35M (-9.7%)
589.20M
est: 575.40M (+2.4%)
750.90M
est: 709.91M (+5.8%)
807.60M
est: 709.41M (+13.8%)
713.70M
est: 723.20M (-1.3%)
694.20M
est: 746.13M (-7.0%)
862.00M
est: 874.78M (-1.5%)
816.70M
est: 765.82M (+6.6%)
769.20M
est: 808.76M (-4.9%)
731.00M
est: 625.33M (+16.9%)
879.26M
est: 665.18M (+32.2%)
695.21M
681.50M – 707.80M
+4.5% YoY
722.45M
695.50M – 747.98M
+3.9% YoY
764.73M
742.78M – 785.31M
+5.9% YoY
EBIT
531.80M
est: 495.92M (+7.2%)
542.80M
est: 453.40M (+19.7%)
712.10M
est: 559.40M (+27.3%)
678.40M
est: 559.00M (+21.4%)
595.50M
est: 569.87M (+4.5%)
525.40M
est: 587.94M (-10.6%)
699.20M
est: 689.31M (+1.4%)
733.60M
est: 603.45M (+21.6%)
557.00M
est: 637.29M (-12.6%)
539.90M
est: 497.25M (+8.6%)
697.09M
est: 528.94M (+31.8%)
552.82M
541.92M – 562.83M
+4.5% YoY
574.48M
553.05M – 594.78M
+3.9% YoY
608.10M
590.65M – 624.47M
+5.9% YoY
Net Income
467.40M
est: 469.27M (-0.4%)
490.20M
est: 483.97M (+1.3%)
594.40M
est: 585.67M (+1.5%)
504.70M
est: 556.78M (-9.4%)
495.70M
est: 548.54M (-9.6%)
486.00M
est: 493.20M (-1.5%)
623.80M
est: 641.61M (-2.8%)
486.20M
est: 539.47M (-9.9%)
402.60M
est: 518.70M (-22.4%)
433.00M
est: 611.76M (-29.2%)
539.71M
est: 744.81M (-27.5%)
815.84M
785.39M – 844.40M
+9.5% YoY
872.62M
840.07M – 903.14M
+7.0% YoY
933.64M
898.80M – 966.31M
+7.0% YoY
SGA
5.30M
est: 1.02B (-99.5%)
est: 937.04M (-100.0%)
est: 1.16B (-100.0%)
est: 1.16B (-100.0%)
1.30B
est: 1.18B (+10.6%)
1.33B
est: 1.22B (+9.7%)
1.63B
est: 1.42B (+14.5%)
1.70B
est: 1.25B (+36.5%)
1.62B
est: 1.32B (+23.2%)
est: 776.75M (-100.0%)
est: 826.25M (-100.0%)
863.55M
846.52M – 879.18M
+4.5% YoY
897.38M
863.90M – 929.10M
+3.9% YoY
949.91M
922.64M – 975.47M
+5.9% YoY
EPS
0.29
est: 0.29 (-0.8%)
0.30
est: 0.30 (-0.5%)
0.37
est: 0.36 (+1.4%)
0.31
est: 0.35 (-10.6%)
0.30
est: 0.34 (-12.2%)
0.29
est: 0.31 (-5.6%)
0.38
est: 0.40 (-4.9%)
0.30
est: 0.34 (-10.7%)
0.24
est: 0.32 (-25.7%)
0.26
est: 0.28 (-8.1%)
0.34
est: 0.34 (-1.3%)
0.38
0.36 – 0.39
+9.5% YoY
0.40
0.39 – 0.42
+7.0% YoY
0.43
0.42 – 0.45
+7.0% YoY

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
2.27B
OE per share TTM
1.41
Owner's Yield
19.83%
Maintenance CapEx ratio
9.71%
Maint CapEx / Avg PPE
18.2%

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

This company is not held by any ETF in our universe.

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
121.9K
Shares Outstanding
1.55B

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

NameTitleCompensationGender
Richard Oldfield Group Chief Executive Officer & Director 9M male
Johanna Kyrklund Chief Investment Officer & Executive Director 7M female
Meagen Lyn Burnett Chief Financial Officer & Executive Director 3M female
Jamie Ovenden Chief Technology Officer male
Katie Wagstaff Investor Relations Manager
Beth Saint Global Head of Marketing & Communications female
Michael MacDonald-Smith Head of UK Defined Contribution Business male
Neil Tomlinson Interim Chief People Officer & Group General Counsel male
Nick Orr Head of Charity Investments & Portfolio Director male
Estelle Bibby Head of Media Relations 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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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits