Financial Services
Schroders plc(SHNWF)
Live Price
Offline$7.30
+0.00% today
1Y Change
+46.59%
Window
Jun 23, 2025 โ May 29, 2026
- Market Cap
- $8.99B
- Revenue Growth
- +10.5%
- EPS Growth
- +30.8%
- Dividend Yield
- 3.7%
Coverage: 236 bars ยท Jun 23, 2025 โ May 29, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Schroders plc (SHNWF) is a Financial Services stock with a market cap of $8.99B and listed on OTC. The stock last traded around $7.30 and up 46.6% across the available one-year price window (Jun 23, 2025 โ May 29, 2026). Baseline metrics include revenue growth of +10.5%, EPS growth of +30.8%, a dividend yield of 3.7%. What stands out right now is revenue +10.5%, EPS +30.8%, free cash flow -40.9% with operating margin 14.3% and ROIC 1.6%. The dividend matters to the case here, with a current yield around 3.7%. Valuation is more restrained than many high-expectation growth names at P/E 16.8 and price/sales 2.7. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines SHNWF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+10.5% vs +3.4% peer median
Operating Margin
Above sector median
+14.3% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Feb 12, 2026 with an EPS surprise of +22.2% and a revenue surprise of +4.8%.
The operating story is still moving forward
Revenue is running at +10.5% and EPS at +30.8%, with operating margin around 14.3%.
The next real check-in already has a date
The next earnings event is scheduled for Jul 30, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.1% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Feb 12, 2026 | +22.2% | +0.0% | +0.0% | -2.0% |
2025 Jul 31, 2025 | -34.1% | +0.0% | +0.4% | +0.4% |
2025 Mar 6, 2025 | +6.8% | +0.0% | +0.0% | +6.6% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SHNWF
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Normalized return
SPY
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S&P 500
Excess Return
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Relative to SPY
SHNWF Max Drawdown
-10.47%
Trailing 1Y
SPY Max Drawdown
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Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SHNWF and SPY.
Company Overview
Schroders plc
Other OTC
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. The firm launches and manages equity mutual funds and manages fixed income mutual funds for its clients. It also manages hedge for its clients. The firm invests in the public equity, fixed income, and alternative investment markets across the globe. The firm's alternative investments include real estate markets, emerging market debt, commodities and agriculture funds, funds of hedge funds and private equity funds of funds. It conducts an in-house research to make its investments. Schroders plc was founded on 1804 and is headquartered in London, United Kingdom.
- Leadership
- Richard Oldfield
- IPO Date
- Oct 16, 2001
- Employees
- 6.4k
- Street Address
- 1 London Wall Place
- Mailing
- London, EC2Y5AU
- Region
- London, GB
- Reporting Currency
- USD
- Investor Line
- 44 20 7658 6000
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 16.8
- EV/EBITDA
- 6.4
- Price/Sales
- 2.7
- Price/Book
- 2.0
Growth
- Revenue
- +10.5%
- EPS
- +30.8%
- Free Cash Flow
- -40.9%
Profitability
- Gross Margin
- 71.8%
- Operating Margin
- 14.3%
- Net Margin
- 16.4%
- ROE
- 12.4%
- ROIC
- 1.6%
Balance Sheet
- Debt/Equity
- 0.21
- Current Ratio
- 92.37
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.