Schroders PLC
SDR
ISIN GB00BP9LHF23 / Valor 120422958
Schroders PLC
UMushroom community rating:
About company
Schroders PLC is a global asset management company headquartered in London, with a history dating back to 1804. The firm provides a wide range of investment management services to a diverse client base, including institutions, intermediaries, and individuals. Schroders offers expertise in equities, fixed income, multi-asset investments, and alternatives, aiming to deliver long-term value through a disciplined investment approach. The company operates internationally, with a significant presence in Europe, Asia, and the Americas, including North America through its subsidiary, Schroder Investment Management North America Inc. This subsidiary is an SEC-registered adviser, providing tailored asset management solutions to clients in the United States and Canada. With a focus on innovation and client-centric strategies, Schroders seeks to meet the evolving needs of its clients across various market conditions.
Summarized from source with an LLMView SourceSector: FinanceLatest Results (18.11.2025):
Schroders PLC's half-year results for 30 June 2025 demonstrate notable progress amid challenging market conditions. During this period, the firm delivered a 7% increase in adjusted operating profit to £316.0 million, maintained stable AUM at £776.6 billion, and saw an 8% rise in gross inflows to £68.2 billion. The company also achieved significant cost reductions through its transformation programme while continuing its strategic portfolio restructuring and making key leadership appointments.
Financial Performance
Adjusted operating profit grew by 7% year on year to £316.0 million and net operating revenue was up 2% to £1,170.3 million. However, statutory profit before tax declined to £196.9 million due to non-cash portfolio restructuring charges of £56.0 million and transformation costs of £44.9 million. The interim dividend remained unchanged at 6.5 pence per share.
AUM and Inflows
Total AUM was stable at £776.6 billion, while gross inflows increased by 8% to £68.2 billion. Net new business, excluding joint ventures and associates, reached £4.5 billion, driven by positive flows in both Wealth Management and Schroders Capital.
Transformation and Cost Savings
The company’s transformation programme has yielded a net operating expense reduction of £21 million and an upgraded full-year savings expectation of approximately £50 million. These efforts underpin Schroders PLC's commitment to enhancing operating efficiency and cost management.
Strategic Restructuring and Leadership
Schroders PLC took decisive steps to streamline its business portfolio by exiting sub-scale operations, including the real estate business in Munich and private credit in Australia. Additionally, strategic leadership appointments, including a new CEO of Wealth Management and a Global Head of Client Group, reinforce its focus on driving sustainable and profitable growth.
Summarized from source with an LLMView SourceKey figures
Performance
Volatility
8463 M
Market cap (USD)
712,241
Daily traded volume (Shares)
3.17 / 3.122
1 day high/low (USD)
52 weeks high/low (USD)
Dividend ex-date
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EPS (USD)
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Ratings & reviews
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