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Rathbones Group PlcLSE:RAT Aktienübersicht

Marktkapitalisierung UK£1.7b
Aktienkurs
n/a
1Y-11.4%
7D-1.3%
1D0.8%
Wert des Portfolios
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Rathbones Group Plc

LSE:RAT Lagerbericht

Marktkapitalisierung: UK£1.7b

Rathbones Group (RAT) Aktienübersicht

Rathbones Group Plc bietet zusammen mit ihren Tochtergesellschaften im Vereinigten Königreich und auf den Kanalinseln Vermögensverwaltung, Asset Management und damit verbundene Dienstleistungen an. Mehr Details

RAT grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung3/6
Künftiges Wachstum2/6
Vergangene Leistung4/6
Finanzielle Gesundheit6/6
Dividenden4/6

RAT Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Rathbones Group Plc Wettbewerber

Preisentwicklung & Leistung

Zusammenfassung der Höchst- und Tiefststände sowie der Veränderungen der Aktienkurse für Rathbones Group
Historische Aktienkurse
Aktueller AktienkursUK£16.68
52-Wochen-HochUK£25.00
52-Wochen-TiefUK£15.80
Beta0.72
1 Monat Veränderung3.86%
3 Monate Veränderung-17.43%
1 Jahr Veränderung-11.37%
3 Jahre Veränderung-7.33%
5 Jahre Veränderung-13.22%
Veränderung seit IPO347.19%

Aktuelle Nachrichten und Updates

Narrative-Update Jul 10

RAT: Weaker Revenue Outlook And Margin Pressure Will Restrain Future Upside

Rathbones Group’s analyst price target has been reduced from about £16.54 to £13.60. This reflects a series of lower Street targets around £17.00 to £19.50 as analysts factor in weaker revenue growth assumptions, softer profit margins and a slightly higher implied P/E multiple.
Narrative-Update Jun 26

RAT: Higher P/E Assumptions Will Support More Constructive Pricing

Rathbones Group's analyst price target has been reduced by roughly £3.17 per share as analysts factor in softer revenue growth assumptions, slightly lower profit margins and updated sector P/E expectations following a series of downward target revisions and rating changes across the Street. Analyst Commentary Recent Street research on Rathbones Group points to a more cautious stance on valuation, with several firms cutting price targets and adjusting ratings as they reassess revenue and margin assumptions alongside sector P/E levels.

Recent updates

Narrative-Update Jul 10

RAT: Weaker Revenue Outlook And Margin Pressure Will Restrain Future Upside

Rathbones Group’s analyst price target has been reduced from about £16.54 to £13.60. This reflects a series of lower Street targets around £17.00 to £19.50 as analysts factor in weaker revenue growth assumptions, softer profit margins and a slightly higher implied P/E multiple.
Narrative-Update Jun 26

RAT: Higher P/E Assumptions Will Support More Constructive Pricing

Rathbones Group's analyst price target has been reduced by roughly £3.17 per share as analysts factor in softer revenue growth assumptions, slightly lower profit margins and updated sector P/E expectations following a series of downward target revisions and rating changes across the Street. Analyst Commentary Recent Street research on Rathbones Group points to a more cautious stance on valuation, with several firms cutting price targets and adjusting ratings as they reassess revenue and margin assumptions alongside sector P/E levels.
Narrative-Update Jun 04

RAT: Lower Discount Rate And Steady Margins Will Support More Constructive Pricing

Narrative Price Target Update Analysts have reduced their price target on Rathbones Group by £1.00. This adjustment reflects updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E multiples following recent research.
Narrative-Update May 12

RAT: Recent Rating Upgrades And Execution Progress Will Support More Constructive Pricing

The analyst price target for Rathbones Group has been trimmed slightly to £23.36 from £23.58, as analysts factor in modestly lower revenue growth and profit margin assumptions, along with a somewhat higher future P/E multiple, following mixed recent research that includes both target increases and a cut. Analyst Commentary Recent research on Rathbones Group reflects a mixed but engaged analyst community, with several firms revisiting their valuation frameworks and target prices following the latest company updates.
Narrative-Update Apr 28

RAT: Recent Upgrade And Execution Progress Will Support More Constructive Future Pricing

Rathbones' analyst price target has edged lower by about £0.10, as analysts factor in slightly softer revenue growth and profit margin assumptions, along with a marginally higher discount rate, even while some recent research updates express renewed confidence in the company’s direction. Analyst Commentary Recent research updates on Rathbones Group present a mix of optimism and caution, with changes in price targets and ratings reflecting different views on how well the current plan can translate into value for shareholders.
Narrative-Update Apr 12

RAT: Execution Improvements And Recent Upgrade Will Support More Constructive Future Pricing

The analyst price target for Rathbones Group has been adjusted slightly lower by £0.10, as analysts factor in updated assumptions on discount rates, revenue growth, profit margins and a modestly lower future P/E multiple, alongside mixed recent Street research on the shares. Analyst Commentary Recent Street research on Rathbones Group shows a mix of optimism on execution and growth alongside some caution on valuation and future returns.
Narrative-Update Mar 28

RAT: Plan Execution And Recent Upgrade Will Support More Constructive Future Pricing

Rathbones Group's analyst price targets have moved higher, with recent updates pointing to a range around £25.00 to £26.00 per share. Analysts are highlighting the company's latest strategic update and reassessing its outlook under broadly unchanged fair value and earnings assumptions.
Narrative-Update Mar 13

RAT: Raised Plan Execution Will Support More Constructive Future Share Pricing

Rathbones Group's analyst fair value estimate has moved from £22.07 to £23.78. This reflects higher Street price targets around £2,500 to £2,600 and analysts' more constructive view on the latest company update.
Neues Narrative Mar 01

Technology And Margin Targets Will Likely Disappoint Against Flat Revenue Expectations

Catalysts About Rathbones Group Rathbones Group provides wealth and investment management services to U.K. private clients, charities and institutions. What are the underlying business or industry changes driving this perspective?
Narrative-Update Feb 27

RAT: Fair Outlook Will Reflect Raised Price Views And Earnings Assumption Risks

Narrative Update The analyst price target for Rathbones Group has moved higher, with recent Street research pointing to targets in the £21 to £26 range. Analysts are responding positively to the company's latest update and have reflected this in modestly adjusted fair value, discount rate, revenue growth and profit margin assumptions, as well as a slightly higher future P/E multiple.
Narrative-Update Feb 13

RAT: Fair Outlook Will Reflect Updated Discount Rate And Earnings Assumptions

Analysts have lifted their price target on Rathbones Group by £1.00 to reflect updated views on discount rates, revenue trends, profit margins and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the £1.00 increase in the price target as a reflection of more confident assumptions around discount rates, which supports a higher valuation on the same cash flow profile.
Narrative-Update Jan 30

RAT: Fair Outlook Will Reflect Higher Price Assumptions And Earnings Multiple

Analysts have lifted their price target for Rathbones Group by £1.00, pointing to updated assumptions on fair value, discount rate, revenue trends, profit margins, and future P/E as the key drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts point to the higher price target as a reflection of updated fair value work, suggesting they see the current share price as not fully aligning with their assessment of the business fundamentals.
Neues Narrative Jan 28

Platform Synergies And Scalable Advice Capabilities Will Transform Long-Term Earnings Power

Catalysts About Rathbones Group Rathbones Group is a U.K. wealth and asset manager providing investment management, financial planning and related services to private clients, charities and professional partners. What are the underlying business or industry changes driving this perspective?
Narrative-Update Jan 16

RAT: Fair Outlook Balances Sector Growth Concerns With Updated Risk Assumptions

Analysts have nudged their price target for Rathbones Group slightly higher from £21.11 to £21.30, citing updated assumptions for discount rates, revenue trends, profit margins and future P/E, along with recent research that highlights relatively stronger growth prospects at other wealth managers. Analyst Commentary Analysts are framing the latest price target move in the context of where they see better risk and reward across the wealth management sector, rather than as a clear vote of confidence in Rathbones on a standalone basis.
Analyseartikel Dec 25

Rathbones Group Plc's (LON:RAT) P/E Still Appears To Be Reasonable

Rathbones Group Plc's ( LON:RAT ) price-to-earnings (or "P/E") ratio of 30.8x might make it look like a strong sell...
Narrative-Update Oct 26

Share Repurchase Plans And Margin Improvements Will Support Future Opportunities

Rathbones Group's analyst price target has been raised from £20.67 to £21.11, as analysts cite improved profit margin forecasts and slightly better expectations for future revenue growth. What's in the News Rathbones Group Plc is set to commence share repurchases starting September 2, 2025, following a mandate from the Annual General Meeting held on May 8, 2025 (Key Developments).
Analyseartikel Sep 26

With Rathbones Group Plc (LON:RAT) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 29x Rathbones Group Plc ( LON:RAT ) may be sending very bearish signals at...
Analyseartikel Aug 18

Rathbones Group (LON:RAT) Has Announced A Dividend Of £0.31

Rathbones Group Plc's ( LON:RAT ) investors are due to receive a payment of £0.31 per share on 1st of October. This...
Analyseartikel Aug 02

Rathbones Group (LON:RAT) Will Pay A Dividend Of £0.31

Rathbones Group Plc ( LON:RAT ) has announced that it will pay a dividend of £0.31 per share on the 1st of October...
Analyseartikel Apr 02

Why Investors Shouldn't Be Surprised By Rathbones Group Plc's (LON:RAT) P/E

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 15x, you may...
User avatar
Neues Narrative Mar 02

Integration With IW&I Will Unlock Significant Synergies By 2025

Integration with Investec and Saunderson House aims to boost synergies, reduce outflows, and enhance revenue through increased funds under management.
Analyseartikel Aug 28

Investors Still Waiting For A Pull Back In Rathbones Group Plc (LON:RAT)

Rathbones Group Plc's ( LON:RAT ) price-to-earnings (or "P/E") ratio of 30.7x might make it look like a strong sell...
Analyseartikel Apr 10

Rathbones Group (LON:RAT) Has Announced That Its Dividend Will Be Reduced To £0.24

Rathbones Group Plc's ( LON:RAT ) dividend is being reduced from last year's payment covering the same period to £0.24...
Analyseartikel Jan 08

Earnings Tell The Story For Rathbones Group Plc (LON:RAT)

Rathbones Group Plc's ( LON:RAT ) price-to-earnings (or "P/E") ratio of 33.6x might make it look like a strong sell...
Analyseartikel Apr 05

Rathbones Group (LON:RAT) Is Increasing Its Dividend To £0.56

The board of Rathbones Group Plc ( LON:RAT ) has announced that it will be paying its dividend of £0.56 on the 9th of...
Analyseartikel Mar 04

Rathbones Group (LON:RAT) Will Pay A Larger Dividend Than Last Year At £0.56

Rathbones Group Plc ( LON:RAT ) has announced that it will be increasing its dividend from last year's comparable...
Analyseartikel Dec 09

Here's Why We Think Rathbones Group (LON:RAT) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Jul 31

Rathbones Group (LON:RAT) Is Paying Out A Larger Dividend Than Last Year

The board of Rathbones Group Plc ( LON:RAT ) has announced that it will be increasing its dividend by 3.7% on the 4th...
Analyseartikel Jun 02

If You Like EPS Growth Then Check Out Rathbones Group (LON:RAT) Before It's Too Late

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Analyseartikel Apr 16

Rathbones Group (LON:RAT) Is Increasing Its Dividend To UK£0.54

Rathbones Group Plc's ( LON:RAT ) dividend will be increasing to UK£0.54 on 10th of May. This will take the dividend...

Aktionärsrenditen

RATGB Capital MarketsGB Markt
7D-1.3%-0.02%1.2%
1Y-11.4%-5.4%17.0%

Rendite im Vergleich zur Industrie: RAT unter dem Niveau der Branche UK Capital Markets , die im vergangenen Jahr eine Rendite von -5.4% erzielte.

Rendite vs. Markt: RAT hinter dem Markt UK zurück, der im vergangenen Jahr eine Rendite von 17 erzielte.

Preisvolatilität

Is RAT's price volatile compared to industry and market?
RAT volatility
RAT Average Weekly Movement5.6%
Capital Markets Industry Average Movement3.7%
Market Average Movement5.1%
10% most volatile stocks in GB Market10.4%
10% least volatile stocks in GB Market2.7%

Stabiler Aktienkurs: RAT hatte in den letzten 3 Monaten im Vergleich zum UK -Markt keine signifikante Preisvolatilität.

Volatilität im Zeitverlauf: RATDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
17423,251Jonathan Edward Sorrellwww.rathbones.com

Rathbones Group Plc bietet zusammen mit ihren Tochtergesellschaften im Vereinigten Königreich und auf den Kanalinseln Vermögensverwaltung, Asset Management und damit verbundene Dienstleistungen an. Das Unternehmen ist in zwei Segmenten tätig: Wealth Management und Asset Management. Zu den Dienstleistungen gehören die Vermögensverwaltung mit Ermessensspielraum, Finanzplanung und -beratung, einschließlich Treuhand-, Steuer- und Rechtsdienstleistungen, internationale Investitionsdienstleistungen, ethische und nachhaltige Investitionen sowie Dienstleistungen im Bereich Personenschäden und Rechtsschutz.

Rathbones Group Plc's Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Rathbones Group im Vergleich zum Marktanteil des Unternehmens?
RAT grundlegende Statistiken
MarktanteilUK£1.71b
Gewinn(TTM)UK£112.30m
Umsatz(TTM)UK£1.02b
15.2x
Kurs-Gewinn-Verhältnis
1.7x
Kurs-Umsatz-Verhältnis

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
RAT Gewinn- und Verlustrechnung (TTM)
EinnahmenUK£1.02b
Kosten der EinnahmenUK£38.20m
BruttogewinnUK£980.50m
Sonstige AusgabenUK£868.20m
GewinnUK£112.30m

Zuletzt gemeldete Gewinne

Dec 31, 2025

Datum des nächsten Gewinnberichts

Jul 29, 2026

Gewinn per Aktie (EPS)1.10
Bruttomarge96.25%
Nettogewinnspanne11.02%
Schulden/Eigenkapital-Verhältnis3.6%

Wie hat sich RAT auf lange Sicht entwickelt?

Historische Performance und Vergleiche

Dividenden

5.9%
Aktuelle Dividendenrendite
92%
Ausschüttungsquote

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/07/27 15:51
Aktienkurs zum Tagesende2026/07/24 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Rathbones Group Plc wird von 16 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Michael SandersonBarclays
Alexander MedhurstBarclays
Jonathan RichardsBerenberg