Analysts Raise Schroders Price Target Amid Improved Margins and Cautious Risk Outlook

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Mar 25

Updated

07 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

20.9%

7D

-1.2%

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1Y

20.9%

7D

-1.2%

You can edit this narrative until Dec 8 12:10 AM. Then, changes will post as Updates.

Author's Valuation

UK£4.157.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Dec 25

Fair value Increased 0.45%

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.

Shared on 22 Nov 25

Fair value Increased 0.69%

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.

Shared on 06 Nov 25

Fair value Increased 0.69%

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.

Shared on 23 Oct 25

Fair value Increased 1.21%

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.

Shared on 09 Oct 25

Fair value Increased 1.34%

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.

Shared on 01 May 25

Fair value Increased 3.50%

Shared on 23 Apr 25

Fair value Decreased 1.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 2.27%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 4.11%

AnalystConsensusTarget has increased revenue growth from -2.7% to -3.5%.

Shared on 02 Apr 25

Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget has increased revenue growth from -2.1% to -2.6%.

Shared on 19 Mar 25

Fair value Increased 7.61%

AnalystConsensusTarget has increased revenue growth from -1.1% to -2.1%.

Shared on 12 Mar 25

Fair value Increased 4.86%

AnalystConsensusTarget Fair Value

UK£4.15

7.4% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

-1.04%

Capital Markets revenue growth rate

0.25%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.62%

Calculation

UK£646.55m

Earnings '28

x

13.41x

PE Ratio '28

=

UK£8.67b

Market Cap '28

UK£8.67b

Market Cap '28

/

1.63b

No. shares '28

=

UK£5.32

Share Price '28

UK£5.32 Share Price '28

Discounted to 2025 @ 8.63% p.a.

=

UK£4.15

Fair Value '25