Schroders (SDR) Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 1/6 |
| Past Performance | 3/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
SDR Community Fair Values
Create NarrativeSee what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Schroders plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£5.88 |
| 52 Week High | UK£6.00 |
| 52 Week Low | UK£3.59 |
| Beta | 1.08 |
| 1 Month Change | 0.26% |
| 3 Month Change | 1.56% |
| 1 Year Change | 44.70% |
| 3 Year Change | 27.72% |
| 5 Year Change | -5.58% |
| Change since IPO | 1,383.30% |
Recent News & Updates
Narrative Update • Jul 21
SDR: Citi Downgrade And Weaker Outlook Will Pressure Future Share Price
Analysts have trimmed their Schroders fair value estimate from £3.84 to £3.74, citing updated assumptions around revenue trends, profit margins and the stock's forward P/E multiple following recent research, including a downgrade highlighted by Citi. What’s in the News for Schroders No recent Schroders specific news items were identified in the provided sources, so the latest publicly available headlines are not included here.Narrative Update • Jun 22
SDR: Citi Downgrade And Weaker Outlook Will Pressure Future Share Price
Analysts have adjusted their Schroders fair value estimate from £3.76 to £3.84, citing updated assumptions on discount rates, profit margins and future P/E multiples following recent research that included a downgrade at Citi. What’s in the News for Schroders Shareholders at Schroders approved amendments to the company’s Articles of Association at a Court Meeting and General Meeting held on April 16, 2026, as reported in Key Developments.
Narrative Update • Jun 05
SDR: Citi Downgrade And Governance Changes Will Shape Future Resilience
Analysts have trimmed their Schroders price target slightly to £X.XX, reflecting marginally lower discount rate and future P/E assumptions following recent research commentary, including a downgrade at Citi. What's in the News Schroders PLC shareholders approved amendments to the company's Articles of Association at a Court Meeting and General Meeting held on April 16, 2026 (source: company key developments).Narrative Update • May 21
SDR: Downgrade And Governance Shift Will Shape Future Fee Resilience
Analysts have trimmed their Schroders price targets, suggesting a slightly higher required return, as reflected in the small uptick in the discount rate. Recent Street research, including a downgrade, supports a more cautious stance on the stock.Narrative Update • May 06
SDR: Nuveen Cash Offer And Deal Progress Will Anchor Future Share Returns
Narrative Update on Schroders The updated analyst price work implies a fair value uplift of about £0.18 per share, with analysts pointing to slightly firmer long term margins, a marginally higher revenue trajectory and bid related targets in the £5.90 to £6.12 range as key supports for the revised view. Analyst Commentary Recent research on Schroders has centred on Nuveen's all cash offer and how closely the current share price aligns with the implied bid value.Recent updates
Narrative Update • Jul 21
SDR: Citi Downgrade And Weaker Outlook Will Pressure Future Share Price
Analysts have trimmed their Schroders fair value estimate from £3.84 to £3.74, citing updated assumptions around revenue trends, profit margins and the stock's forward P/E multiple following recent research, including a downgrade highlighted by Citi. What’s in the News for Schroders No recent Schroders specific news items were identified in the provided sources, so the latest publicly available headlines are not included here.Narrative Update • Jun 22
SDR: Citi Downgrade And Weaker Outlook Will Pressure Future Share Price
Analysts have adjusted their Schroders fair value estimate from £3.76 to £3.84, citing updated assumptions on discount rates, profit margins and future P/E multiples following recent research that included a downgrade at Citi. What’s in the News for Schroders Shareholders at Schroders approved amendments to the company’s Articles of Association at a Court Meeting and General Meeting held on April 16, 2026, as reported in Key Developments.Narrative Update • Jun 05
SDR: Citi Downgrade And Governance Changes Will Shape Future Resilience
Analysts have trimmed their Schroders price target slightly to £X.XX, reflecting marginally lower discount rate and future P/E assumptions following recent research commentary, including a downgrade at Citi. What's in the News Schroders PLC shareholders approved amendments to the company's Articles of Association at a Court Meeting and General Meeting held on April 16, 2026 (source: company key developments).Narrative Update • May 21
SDR: Downgrade And Governance Shift Will Shape Future Fee Resilience
Analysts have trimmed their Schroders price targets, suggesting a slightly higher required return, as reflected in the small uptick in the discount rate. Recent Street research, including a downgrade, supports a more cautious stance on the stock.Narrative Update • May 06
SDR: Nuveen Cash Offer And Deal Progress Will Anchor Future Share Returns
Narrative Update on Schroders The updated analyst price work implies a fair value uplift of about £0.18 per share, with analysts pointing to slightly firmer long term margins, a marginally higher revenue trajectory and bid related targets in the £5.90 to £6.12 range as key supports for the revised view. Analyst Commentary Recent research on Schroders has centred on Nuveen's all cash offer and how closely the current share price aligns with the implied bid value.Narrative Update • Apr 22
SDR: Nuveen Cash Offer Will Continue To Restrain Future Share Price
Narrative Update Analyst price targets for Schroders have moved into a tight range around £5.90 to £6.12 per share, with the latest updates reflecting analysts' view that Nuveen's mostly cash offer and the current share price leave only limited additional upside based on revised fair value, discount rate and profit margin inputs. Analyst Commentary Recent research reads as cautious, with several bearish analysts shifting ratings lower even as headline price targets cluster around the implied offer value from Nuveen.Narrative Update • Apr 08
SDR: Nuveen Offer Proximity Will Still Cap Future Share Price Upside
Analysts have raised their Schroders price target to £3.76 from £3.52. This reflects updated fair value analysis and recent Street research that focuses on Nuveen's agreed offer terms, higher bid-related valuations, and slightly revised revenue and margin expectations.
Narrative Update • Mar 24
SDR: Nuveen Cash Offer Will Anchor Fairly Balanced Risk Reward Profile
Schroders' updated analyst price target now implies a fair value of £6.12 per share, up from £4.40, as analysts factor in Nuveen's all cash offer, higher sector benchmarks around £5.90 to £6.12, and modest tweaks to revenue and margin assumptions. Analyst Commentary Recent research highlights that the Nuveen proposal is now the main reference point for how the market values Schroders, with several price targets clustering around the implied offer range of 590p to 612p per share.Narrative Update • Mar 10
SDR: Nuveen Cash Offer Will Limit Future Upside And Keep Outlook Cautious
Our updated analyst price target for Schroders edges higher to £5.25 from £5.15, reflecting modestly higher fair value assumptions and slightly lower discount rates as analysts factor in the Nuveen cash offer and recent upgrades to price targets across the Street. Analyst Commentary Street research around Schroders has shifted toward treating the Nuveen offer as the key anchor for valuation, with most recent target prices clustering around the cash and dividend terms of the deal.Narrative Update • Feb 23
SDR: Nuveen Cash Offer And Limited Upside Will Shape Cautious Medium-Term Outlook
The analyst price target for Schroders has moved higher to reflect the agreed £5.90 per share cash offer from Nuveen plus £0.22 in dividends, with analysts generally pointing to limited further upside as the share price trades close to the implied bid value. Analyst Commentary Recent research around Schroders is tightly focused on the agreed offer terms from Nuveen, with most analysts framing their views around how much, if any, upside remains versus the proposed £5.90 cash consideration plus £0.22 in dividends.Narrative Update • Feb 09
SDR: Higher Street P/E Expectations Will Still Limit Future Share Upside
Our Schroders price target has been revised higher to £3.52 from £3.37, reflecting analysts' updates that include higher fair value estimates, a slightly lower discount rate, modestly adjusted revenue and profit expectations, and reference points from recent Street price target moves between 360 GBp and 450 GBp. Analyst Commentary Recent Street research on Schroders shows a cluster of higher price targets within a relatively tight range, with analysts positioning the shares between 360 GBp and 450 GBp. Large banks such as JPMorgan and Deutsche Bank have set targets in the upper part of this band while maintaining Neutral or Hold stances, which points to a more measured view rather than a clearly bullish one. The spread between the lower and upper targets highlights differing views on how effectively Schroders can execute against its plans, especially in areas like revenue growth, cost discipline, and client flows.Narrative Update • Jan 26
SDR: Firmer Margins And Steady P/E Will Guide Balanced Medium-Term Outlook
Analysts have nudged their Schroders price targets higher, with recent moves to around £3.60 to £4.50 per share. This supports a modestly higher fair value estimate of £4.38, underpinned by slightly firmer profit margin assumptions and a broadly steady forward P/E outlook.Narrative Update • Jan 11
SDR: Neutral Stance And Lower P E Assumptions Will Cap Future Upside
The analyst price target for Schroders has been raised modestly in recent research, with price objectives generally moving up by about £0.10 per share, as analysts factor in updated views on revenue trends, profit margins and future P/E assumptions. Analyst Commentary Recent research opinions on Schroders point to a mixed but generally restrained stance, with several firms adjusting their price targets in relatively small increments rather than making sweeping revisions.Narrative Update • Dec 21
SDR: Neutral Ratings Will Likely Limit Upside Despite Improved Profitability Outlook
Our analyst price target for Schroders has been raised to £3.37 from £3.01, reflecting analysts' modestly improved outlook on revenue trends, profitability and sector valuation, despite a slightly higher implied risk profile. Analyst Commentary Street research on Schroders over the past several months shows a mixed but generally cautious stance, with modest upward revisions to price targets tempered by concerns over the durability of growth and the risk reward profile at current levels.Narrative Update • Dec 07
SDR: Gradual Price Increases And Mixed Ratings Will Shape Medium-Term Outlook
The analyst price target for Schroders has been nudged higher, reflecting analysts' modest upward revisions to fair value and profit margin assumptions, supported by a series of recent target increases across the Street from roughly 340 to 420 GBp to about 360 to 435 GBp despite more cautious revenue growth and discount rate inputs. Analyst Commentary Recent Street research on Schroders presents a mixed picture, with price target revisions clustering in a moderately higher range and rating stances differing depending on views of growth durability, competitive pressures, and valuation.Narrative Update • Nov 22
SDR: Modest Price Increases And Market Caution Will Shape Medium-Term Prospects
Schroders' analyst price target has increased modestly to £4.13 from £4.10, as analysts cite slightly improved revenue growth expectations and a lower discount rate, even though there has been a minor reduction in profit margin assumptions. Analyst Commentary Recent street research on Schroders reveals both positive sentiment and ongoing caution from equity analysts.Analysis Article • Nov 20
Schroders plc's (LON:SDR) Subdued P/E Might Signal An Opportunity
It's not a stretch to say that Schroders plc's ( LON:SDR ) price-to-earnings (or "P/E") ratio of 16.7x right now seems...Narrative Update • Nov 06
SDR: Market Doubts And Renewed Revenue Outlook Will Shape Medium-Term Performance
Schroders' analyst price target has experienced a modest adjustment, rising slightly as analysts cite improving revenue growth expectations and minor refinements to valuation assumptions. Analyst Commentary Recent updates from street research highlight a mixture of optimism and caution among analysts covering Schroders.Narrative Update • Oct 23
Analysts Raise Schroders Price Target Amid Improved Margins and Cautious Risk Outlook
Analysts have increased their price target for Schroders, reflecting a modest upward revision supported by improved profit margin projections and slightly reduced risk assumptions. The target has risen by approximately £0.05 based on updated fair value assessments.Narrative Update • Oct 09
ESG Investments And Pension Reforms Will Redefine Global Asset Management
Analysts have raised their price target for Schroders from £3.97 to £4.03 per share, citing expectations of slightly improved revenue growth and valuation support as key factors behind the upgrade. Analyst Commentary Recent updates from major research firms have prompted a reassessment of Schroders' investment outlook.Analysis Article • Aug 03
Schroders (LON:SDR) Has Announced A Dividend Of £0.065
Schroders plc's ( LON:SDR ) investors are due to receive a payment of £0.065 per share on 25th of September. Based on...Analysis Article • Jul 25
Investor Optimism Abounds Schroders plc (LON:SDR) But Growth Is Lacking
With a median price-to-earnings (or "P/E") ratio of close to 16x in the United Kingdom, you could be forgiven for...
New Narrative • Mar 09
Active Management Strategy Will Leverage Future Opportunities
Schroders' strategic focus on active management and core growth areas aims to leverage risk management opportunities, drive client demand, and improve operating margins.Shareholder Returns
| SDR | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -0.08% | -2.5% | 0.6% |
| 1Y | 44.7% | -9.1% | 16.7% |
Return vs Industry: SDR exceeded the UK Capital Markets industry which returned -9.1% over the past year.
Return vs Market: SDR exceeded the UK Market which returned 16.7% over the past year.
Price Volatility
| SDR volatility | |
|---|---|
| SDR Average Weekly Movement | 0.4% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 5.1% |
| 10% most volatile stocks in GB Market | 10.5% |
| 10% least volatile stocks in GB Market | 2.7% |
Stable Share Price: SDR has not had significant price volatility in the past 3 months compared to the UK market.
Volatility Over Time: SDR's weekly volatility (0%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1804 | 5,717 | Richard Oldfield | www.schroders.com |
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.
Schroders plc Fundamentals Summary
| SDR fundamental statistics | |
|---|---|
| Market cap | UK£9.33b |
| Earnings (TTM) | UK£539.80m |
| Revenue (TTM) | UK£3.42b |
17.3x
P/E Ratio2.7x
P/S RatioIs SDR overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SDR income statement (TTM) | |
|---|---|
| Revenue | UK£3.42b |
| Cost of Revenue | UK£746.40m |
| Gross Profit | UK£2.67b |
| Other Expenses | UK£2.13b |
| Earnings | UK£539.80m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Jul 30, 2026
| Earnings per share (EPS) | 0.34 |
| Gross Margin | 78.14% |
| Net Profit Margin | 15.81% |
| Debt/Equity Ratio | 5.7% |
How did SDR perform over the long term?
See historical performance and comparisonDividends
3.7%
Current Dividend Yield63%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/22 23:42 |
| End of Day Share Price | 2026/07/22 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Schroders plc is covered by 30 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jesús Gómez Dominguez | Banco Santander |
| Michael Sanderson | Barclays |
| Daniel Garrod | Barclays |