Schroders PLC (LSE:SDR) Stock Price, Trades & News

Schroders is an independent, UK-based, active asset manager founded in 1804. The majority of Schroders' client assets are from institutions, but its retail operations are more profitable. Schroders has also increasingly expanded its wealth management presence. The UK accounts for just under half of Schroders' assets under management, while EMEA for 15%, Asia for 25% and the Americas accounts for 12%. In 2013 Schroders purchased the Cazenove private clients business from JP Morgan, expanding its wealth management business. It recently formed a joint venture with Lloyds Bank, Schroders Personal Wealth, to provide independent financial advice to midmarket clients.

Financial Strength

7/10

Name	Current	Vs Industry
Cash-To-Debt	12.72
Equity-to-Asset	0.18
Debt-to-Equity	0.13
Debt-to-EBITDA	0.65
Interest Coverage	20.41
Piotroski F-Score	6/9	0 1 2 3 4 5 6 7 8 9
Altman Z-Score	0.8	Distress Grey Safe
Beneish M-Score	-2.43	Manipulator Not Manipulator
WACC vs ROIC		WACC ROIC

Growth Rank

4/10

	Name	Current	Vs Industry		Vs History
	3-Year Revenue Growth Rate	4
	3-Year EBITDA Growth Rate	3.8
	3-Year EPS without NRI Growth Rate	-0.5
	3-Year FCF Growth Rate	1
	3-Year Book Growth Rate	2.1
	Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank	6.78

Momentum Rank

9/10

	Name	Current	Vs Industry		Vs History
	5-Day RSI	64.52
	9-Day RSI	62.38
	14-Day RSI	61.21
	3-1 Month Momentum %	1.04
	6-1 Month Momentum %	40.84
	12-1 Month Momentum %	61.02

Liquidity Ratio

	Name	Current	Vs Industry		Vs History
	Current Ratio	1.28
	Quick Ratio	1.28
	Cash Ratio	1.14
	Days Sales Outstanding	65.3
	Days Payable	246.56

Dividend & Buy Back

	Name	Current	Vs Industry		Vs History
	Dividend Yield %	3.66
	Dividend Payout Ratio	0.6
	3-Year Dividend Growth Rate	1.3
	Forward Dividend Yield %	3.66
	5-Year Yield-on-Cost %	4.12
	3-Year Average Share Buyback Ratio	1.3
	Shareholder Yield %	3.79

Profitability Rank

7/10

	Name	Current	Vs Industry		Vs History
	Gross Margin %	77.04
	Operating Margin %	14.7
	Net Margin %	16.61
	EBITDA Margin %	27.05
	FCF Margin %	27.54
	OCF Margin %	28.13
	ROE %	12.31
	ROA %	2.39
	ROIC %	2.11
	3-Year ROIIC %	-1.27
	ROC (Joel Greenblatt) %	149.26
	ROCE %	3.86
	Years of Profitability over Past 10-Year	10
	Moat Score	5
	Tariff Resilience Score	8

GF Value Rank

3/10

	Name	Current	Vs Industry		Vs History
	PE Ratio	17.47
	Forward PE Ratio	15.45
	PE Ratio without NRI	16.26
	Shiller PE Ratio	15.86
	Price-to-Owner-Earnings	9.92
	PEG Ratio	5.81
	PS Ratio	2.9
	PB Ratio	2.04
	Price-to-Tangible-Book	3.32
	Price-to-Free-Cash-Flow	10.52
	Price-to-Operating-Cash-Flow	10.3
	EV-to-EBIT	3.48
	EV-to-Forward-EBIT	3.75
	EV-to-EBITDA	2.76
	EV-to-Forward-EBITDA	2.87
	EV-to-Revenue	0.75
	EV-to-Forward-Revenue	0.96
	EV-to-FCF	2.71
	Price-to-GF-Value	1.56
	Price-to-Projected-FCF	0.87
	Price-to-DCF (Earnings Based)	1.41
	Price-to-DCF (FCF Based)	0.91
	Price-to-Median-PS-Value	0.92
	Price-to-Graham-Number	1.55
	Earnings Yield (Greenblatt) %	28.74
	FCF Yield %	9.78
	Forward Rate of Return (Yacktman) %	10.37

Financials (Next Earnings Date:2026-07-30)

Annual Quarterly TTM

LSE:SDR's 30-Y Financials

AAPL

Income Statement Breakdown FY

Annual Quarterly

Not Enough Data

AAPL

Balance Sheet Breakdown

Annual Quarterly

Not Enough Data

AAPL

Cashflow Statement Breakdown

Annual Quarterly

Not Enough Data

Operating Revenue by Business Segment

Operating Revenue by Geographic Region

Historical Operating Revenue by Business Segment

Value % YoY

Historical Operating Revenue by Geographic Region

Value % YoY

See Details

5-Step DuPont Analysis as of

Annual Quarterly

Not Enough Data

Guru Trades

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Insider Trades

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Peter Lynch Chart

Y-axis scale:

Log Linear

Interactive Chart

Performance

Dividend

Log

Bar

Annualized Return %

Symbol	1 Week	1 Month	3 Months	6 Months	YTD	1 Year	3 Years	5 Years	10 Years

Total Annual Return %

Symbol	2026	2025	2024	2023	2022	2021	2020	2019	2018	2017

Schroders PLC Executives

Details

GF Value™: £3.77

LSE:SDR

Valuation Chart

Year:

Warning Signs

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Analyst Estimate

Annual Quarterly

Key Statistics

	Name	Value
	Revenue (TTM) (Mil £)	3,250.7
	EPS (TTM) (£)	0.336
	Beta	1.6713
	3-Year Sharpe Ratio	0.32
	3-Year Sortino Ratio	0.58
	Volatility %	30.09
	14-Day RSI	61.21
	14-Day ATR (£)	0.016873
	20-Day SMA (£)	5.84825
	12-1 Month Momentum %	61.02
	52-Week Range (£)	3.586 - 5.995
	Shares Outstanding (Mil)	1,559.32

Piotroski F-Score Details

Year:

	Component	Result
	Piotroski F-Score	6
	Positive ROA
	Positive CFROA
	Higher ROA yoy
	CFROA > ROA
	Lower Leverage yoy
	Higher Current Ratio yoy
	Less Shares Outstanding yoy
	Higher Gross Margin yoy
	Higher Asset Turnover yoy

Schroders PLC Filings

10-K10-QForm 4Others

	Filing Date	Document Date	Form
No Filing Data

Schroders PLC Stock Events

Financials Calendars

Event	Date	Price (£)
Second quarter earnings conference call for 2026	2026-07-30	In 23 days
Second quarter earnings results for 2026	2026-07-30	In 23 days
General meeting for 2026	2026-04-16 10:30	5.79 (+0.26%)
GBP 0.150000 Cash Dividend	2026-03-12	5.87 (+0.09%)
Annual report for 2025	2026-03-06	5.86 (-0.09%)
Fourth quarter earnings conference call for 2025	2026-02-12 09:30	4.57 (-2.14%)
Fourth quarter earnings results for 2025	2026-02-12	4.57 (-2.14%)
Schroders Capital Investor Day	2025-12-02 10:00	3.86 (-0.72%)
GBP 0.065000 Cash Dividend	2025-08-21	3.98 (+0.86%)
Second quarter earnings conference call for 2025	2025-07-31	3.90 (+0.67%)

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Entries

Schroders PLC Frequently Asked Questions

What is Schroders PLC(LSE:SDR)'s stock price today?

The current price of LSE:SDR is £5.87. The 52 week high of LSE:SDR is £6.00 and 52 week low is £3.59.

When is next earnings date of Schroders PLC(LSE:SDR)?

The next earnings date of Schroders PLC(LSE:SDR) is 2026-07-30.

Does Schroders PLC(LSE:SDR) pay dividends? If so, how much?

The Dividend Yield % of Schroders PLC(LSE:SDR) is 3.66% (As of Today), Highest Dividend Payout Ratio of Schroders PLC(LSE:SDR) was 0.77. The lowest was 0.44. And the median was 0.57. The Forward Dividend Yield % of Schroders PLC(LSE:SDR) is 3.66%. For more information regarding to dividend, please check our Dividend Page.

Press Release

	Subject	Date
	Recommended Cash Acquisition of Schroders plc by Nuveen, LLC	2026-02-12
	The Swiss Helvetia Fund, Inc. Declares Stock Dividend	2018-09-07
	The Swiss Helvetia Fund, Inc. Announces Tender Offer and Stock Dividend	2018-08-23
	The Swiss Helvetia Fund, Inc. Announces Preliminary Results Of 2018 Annual Stockholder Meeting	2018-06-25
	The Swiss Helvetia Fund, Inc. Declares Quarterly Distribution Of $0.2025 Per Share	2018-06-12
	The Swiss Helvetia Fund, Inc. Announces ISS And Glass Lewis Voting Recommendations For 2018 Annual Stockholder Meeting	2018-06-08
	The Swiss Helvetia Fund, Inc. Announces Adoption Of Managed Distribution Plan	2018-05-29
	A10 Capital Receives Growth Capital from Gemspring Capital and Schroders	2018-05-04

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