Schroders (SDR) Stock Price, Fundamentals & Analysis

What SDR does

Schroders (SDR) is a publicly owned investment manager headquartered in London, United Kingdom. The firm provides advisory and consultancy services to financial institutions, high net worth clients, large corporations, local authorities, charitable entities, individuals, pension plans, government funds, insurance companies, and endowments. It launches and manages equity mutual funds, fixed income mutual funds, and hedge funds for clients. Schroders invests across public equity, fixed income, and alternative investment markets globally, with alternative investments covering real estate, emerging market debt, commodities and agriculture funds, funds of hedge funds, and private equity funds of funds. The company conducts in-house research to support its investment decisions. Founded in 1804 and formerly known as New Schroders plc, it changed its name to Schroders plc in April 2000. It is part of the FTSE 100 and operates in the same space as peers such as Lion Finance Group (BGEO), Aberdeen Group (ABDN), Beazley (BEZ), Aviva (AV), Standard Life (SDLF), NatWest Group (NWG), and Investec (INVP).

Key numbers explained

• 5.89 GBP is the current share price, the amount you would pay for one share on the London Stock Exchange.
• 0% price change today means the stock has not moved from its previous close at the time of the last quote.
• 9.18 mld. GBP market capitalization is the total value of all outstanding shares, calculated by multiplying the share price by the number of shares.
• 13.7 trailing P/E ratio divides the current share price by the last 12 months of earnings per share, showing how much investors pay per pound of recent earnings.
• 14.2 forward P/E ratio uses expected future earnings instead of past earnings, giving a sense of how the market views the company's outlook.
• 0.43 GBP earnings per share (trailing 12 months) is the portion of the company's profit allocated to each outstanding share.
• 3.74% dividend yield shows the annual dividend payment as a percentage of the current share price, indicating the cash return shareholders receive relative to the price they pay.
• 49% share of earnings paid out as dividends means roughly half of the company's profit is returned to shareholders, while the rest is retained for reinvestment or other corporate purposes.
• 1.08 beta measures the stock's volatility compared to the broader market; a beta above 1 suggests it tends to move slightly more than the market.
• 3.66 – 6 is the lowest and highest price in the last 52 weeks, showing the range the share has traded within over the past year.
• 57.1% price change over the last 52 weeks indicates the percentage gain from the price one year ago to the current level.
• 3.66 mld. GBP revenue (trailing 12 months) is the total value of the company's sales over the past year.
• 15.6% revenue growth year over year shows how much the top line has increased compared to the same period earlier.
• 19.1% profit margin is the percentage of revenue that remains as net profit after all expenses.
• 23.9% operating margin reflects the percentage of revenue left after covering operating costs, before interest and taxes.
• 15.8% return on equity measures how effectively the company generates profit from shareholders' equity.
• 12.6% debt-to-equity ratio compares the company's total debt to its shareholders' equity, indicating the level of financial leverage.
• 206.49 price-to-book divides the share price by the book value per share, showing how the market values the company relative to its accounting net assets.
• 6 aug. 2026 ex-dividend date is the date on or after which a buyer of the stock is no longer entitled to the next dividend payment.
• 30 iul. 2026 next earnings date is the scheduled release date for the company's upcoming earnings report.

What to watch

When following Schroders, investors typically monitor factors that affect asset management firms. The dividend yield and the share of earnings paid out as dividends can influence income-focused investors. Revenue growth and profit margin trends show how the business is performing in its core operations. The trailing P/E ratio and forward P/E ratio help compare the stock's valuation against peers and the broader market. Beta indicates how the stock might respond to wider market swings. The 52-week price range provides context for where the current price sits relative to recent history. Earnings releases, scheduled around the next earnings date, often move the stock as they update expectations for future performance.