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Schroders
(LSE:SDR)
Schroders (SDR) vs. S&P 500 (SPY)
Schroders Business Overview & Revenue Model
Schroders Financial Statement Overview
| Breakdown | ||||
| Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 2.97B | 2.94B | 2.93B | 3.02B | 2.57B | Gross Profit |
| 2.36B | 2.33B | 2.21B | 2.30B | 1.95B | EBIT |
| 640.50M | 661.00M | 609.60M | 702.20M | 587.20M | EBITDA |
| 731.00M | 769.20M | 798.50M | 865.00M | 756.00M | Net Income Common Stockholders |
| 433.00M | 402.60M | 486.20M | 623.80M | 486.00M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 6.78B | 4.82B | 4.44B | 4.21B | 3.47B | Total Assets |
| 20.95B | 20.63B | 21.33B | 24.34B | 21.67B | Total Debt |
| 601.70M | 318.70M | 420.40M | 443.70M | 470.00M | Net Debt |
| -3.61B | -3.33B | -4.02B | -3.76B | -3.00B | Total Liabilities |
| 16.45B | 16.17B | 16.85B | 19.92B | 17.59B | Stockholders Equity |
| 4.41B | 4.39B | 4.36B | 4.29B | 4.00B |
| Cash Flow | Free Cash Flow | |||
| 977.70M | -318.00M | 143.60M | 1.08B | 224.70M | Operating Cash Flow |
| 1.05B | -238.10M | 247.90M | 1.17B | 317.50M | Investing Cash Flow |
| -694.80M | -225.00M | -561.60M | 28.20M | 212.70M | Financing Cash Flow |
| -213.00M | -479.50M | 149.40M | -271.30M | 22.50M |
Schroders Technical Analysis
Schroders Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | £5.18B | 12.53 | 9.48% | 6.44% | 0.72% | 7.66% | |
77 Outperform | £1.91B | 8.33 | 17.94% | 7.89% | 18.85% | 26.14% | |
67 Neutral | £5.42B | 13.28 | 18.19% | 4.13% | 1.50% | -12.67% | |
64 Neutral | $12.51B | 9.81 | 7.92% | 16985.69% | 12.67% | -5.98% | |
63 Neutral | £2.79B | 11.87 | 4.88% | 9.32% | -5.51% | 1596.15% |
Schroders Corporate Events
Schroders plc announced the acquisition of 126,702 ordinary shares by Leonie Schroder and associated members of the principal shareholder group, following the issuance of shares to the Employee Benefit Trust. This move allows the shareholder group to increase their voting rights without triggering a mandatory offer, which could impact the company’s governance dynamics and shareholder influence.
Spark’s Take on GB:SDR Stock
According to Spark, TipRanks’ AI Analyst, GB:SDR is a Outperform.
Schroders demonstrates robust financial fundamentals and strategic corporate actions that support its stock performance. Strong profitability and valuation appeal are slightly offset by mixed technical momentum, resulting in a solid overall stock score.
To see Spark’s full report on GB:SDR stock, click here.
Schroders plc announced the successful passing of all resolutions at its 2025 Annual General Meeting, highlighting strong shareholder support for its strategic initiatives and governance practices. The AGM results, which included the re-election of several board members and the approval of the remuneration report, reflect the company’s stable leadership and commitment to shareholder value. The departure of Director Deborah Waterhouse was also noted, marking a change in the board’s composition. The resolutions passed, including special resolutions on share buybacks and auditor appointments, underscore Schroders’ focus on maintaining robust financial management and operational efficiency.
Spark’s Take on GB:SDR Stock
According to Spark, TipRanks’ AI Analyst, GB:SDR is a Outperform.
Schroders exhibits strong financial fundamentals and strategic corporate actions, which bolster its stock attractiveness. The valuation metrics are favorable, particularly for dividend-seeking investors. However, technical indicators suggest caution due to potential overbought conditions, impacting overall momentum.
To see Spark’s full report on GB:SDR stock, click here.
Schroders reported positive net flows of £1.1 billion in its Schroders Capital and Wealth Management divisions for the first quarter of 2025, despite overall net outflows of £7.4 billion due to currency movements and money market outflows in China. The company emphasized its commitment to transformation initiatives and active management strategies to navigate market challenges, aiming to return to profitable growth by focusing on its core strengths and enhancing transparency in its financial disclosures.
Spark’s Take on GB:SDR Stock
According to Spark, TipRanks’ AI Analyst, GB:SDR is a Neutral.
Schroders’ strong financial fundamentals and positive corporate events are key strengths. However, technical indicators suggest weak market momentum. The attractive valuation provides a buffer, especially for income-focused investors.
To see Spark’s full report on GB:SDR stock, click here.
Schroders plc announced the monthly non-discretionary purchase of shares under its Share Incentive Plan for individuals holding managerial responsibilities. This move, conducted on the London Stock Exchange, reflects the company’s ongoing commitment to aligning the interests of its executives with those of its shareholders, potentially impacting its market positioning by reinforcing stakeholder confidence.
Spark’s Take on GB:SDR Stock
According to Spark, TipRanks’ AI Analyst, GB:SDR is a Outperform.
Schroders’ strong financial fundamentals, fair valuation, and positive corporate events contribute to a robust overall stock score. While technical indicators show a bullish trend, they do not suggest immediate significant upward movement.
To see Spark’s full report on GB:SDR stock, click here.
Schroders plc announced that as of March 31, 2025, its issued share capital consists of 1,612,071,525 Ordinary Shares, with 1,360,247 shares held in treasury, resulting in a total of 1,610,711,278 voting rights. This information is crucial for shareholders to determine their notification requirements under the Financial Conduct Authority’s rules, impacting how they manage their interests in the company.
Schroders plc has announced the availability of its 2024 Annual Report and Accounts, along with the Notice of the 2025 Annual General Meeting (AGM). These documents have been submitted to the Financial Conduct Authority and can be accessed via the National Storage Mechanism or the company’s website. The AGM is scheduled for 1 May 2025, offering shareholders the option to attend in person or remotely via a live online broadcast. This announcement underscores Schroders’ commitment to transparency and accessibility for its stakeholders.
Schroders plc announced transactions involving managerial personnel acquiring rights to ordinary shares as part of their Deferred Award Plan. This move, involving key executives, underscores the company’s commitment to aligning management incentives with shareholder interests, potentially impacting its market positioning by strengthening leadership engagement.
Schroders plc announced transactions involving key managerial personnel acquiring rights to ordinary shares under the Long Term Incentive Plan. This move, involving senior executives such as the Group Chief Executive and Chief Financial Officer, reflects the company’s commitment to aligning management interests with shareholder value, potentially impacting the company’s market positioning and stakeholder confidence.
Schroders plc announced the monthly non-discretionary purchase of shares on behalf of its managerial staff under the company’s Share Incentive Plan. This transaction, conducted on the London Stock Exchange, involved key executives such as the Group Chief Executive and Chief Financial Officer, reflecting the company’s commitment to aligning management interests with shareholder value.
Schroders plc has announced a proposed final dividend of 15.0 pence per share for the year ending 31 December 2024, subject to shareholder approval at the upcoming 2025 Annual General Meeting. This decision reflects the company’s commitment to returning value to shareholders and maintaining its competitive position in the asset management industry. The dividend is scheduled to be paid on 8 May 2025, with a dividend reinvestment plan available for shareholders who wish to participate.
Schroders plc has announced changes to its board of directors, with Deborah Waterhouse stepping down after six years to focus on her role at GSK plc. Ian King will also step down as Senior Independent Director, to be succeeded by Iain Mackay following the Annual General Meeting on May 1, 2025. These changes reflect a strategic realignment within the company, potentially impacting its governance and stakeholder engagement strategies.
Schroders plc has announced the submission of its Strategy Update and Annual Results for 2024 to the Financial Conduct Authority’s National Storage Mechanism. This update, which will be available on Schroders’ Investor Relations website, outlines the company’s performance and strategic direction, potentially impacting its market positioning and stakeholder interests.
Schroders PLC has announced a change in its major holdings, with Tikehau Capital UK Limited increasing its voting rights from 4.034% to 5.199%. This acquisition of additional voting rights signifies a strengthened position for Tikehau Capital in Schroders, potentially impacting the company’s strategic decisions and influencing its market positioning.
Schroders PLC announced a change in major holdings, as Harris Associates L.P., a Chicago-based entity, has adjusted its voting rights in the company to 4.989808% as of February 18, 2025. This acquisition or disposal of voting rights may influence Schroders’ corporate governance and decision-making, potentially impacting shareholder value and strategic direction.
Schroders PLC announced that Tikehau Capital UK Limited has increased its voting rights in the company to 4.034%, up from a previous position of 3.254%. This acquisition of voting rights signifies a strengthened influence of Tikehau Capital within Schroders, potentially impacting its decision-making processes and future strategic direction.
Schroders PLC, a leading asset management firm, announced a change in its major holdings with Tikehau Capital UK Limited acquiring a 3.254% voting rights stake in the company. This development could influence Schroders’ strategic decisions and shareholder dynamics, potentially impacting its market positioning and operations.
Schroders plc announced the monthly non-discretionary purchases of company shares under its Share Incentive Plan, involving key managerial personnel. This initiative reflects the company’s commitment to engaging its leadership in the ownership structure, potentially strengthening alignment between management and shareholder interests.