Should I buy Schroders stock in 2025?

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At HelloSafe, our expert has been tracking the performance of Schroders for over three years. Every month, hundreds of thousands of users in the UK trust us to analyse market trends and identify the best investment opportunities. Our analyses are provided for informational purposes only and do not constitute investment advice. In accordance with our ethical charter, we have never been, and will never be, compensated by Schroders.

What is Schroders?

The Schroders stock price

The price of Schroders stock is rising this week. Currently trading at 367.20 pence, the stock posted a 24-hour gain of 1.16% and is up 1.87% over the past week. Schroders' market capitalisation stands at £5.85 billion, with a three-month average daily volume of 2.45 million shares. The share’s P/E ratio is 14.12, the dividend yield is 5.95%, and the beta is 1.19. These indicators suggest Schroders offers an attractive balance between steady income and modest market volatility.

Our full analysis of the Schroders stock

We have carefully reviewed Schroders’s latest financial results and analysed its share price performance over the past three years. By combining our proprietary algorithms with in-depth comparisons of financial ratios, technical signals, market trends, and peer analysis, we aim to provide investors with a clear perspective on the stock’s prospects. So, why might Schroders stock once again become a strategic entry point into the asset management and financial services sector in 2025?

Recent performance and market context

Schroders has shown notable resilience and stability in a year of both sector rotation and market uncertainty. As of July 2025, the share price stands at 367.20 pence, up 1.16% on the day and 1.87% for the week, reinforcing a short-term bullish trend. Over the past six months, Schroders shares have delivered an impressive 14.18% return, recovering from a modest 1.92% dip over the previous twelve months. This rebound, coupled with the company’s solid position as a leader in global asset management, signals renewed investor confidence.

Recent corporate developments have added to the positive sentiment. The appointment of Richard Oldfield as CEO in March 2025, along with a fresh three-year transformation plan, has generated substantial market interest. In May, Schroders secured a major mandate worth £5.2 billion from St James’s Place, marking a vote of confidence in its asset management capabilities. Simultaneously, Schroders has announced cost savings of £150 million over three years and expanded its leadership in wealth management with new senior appointments.

In the broader context, asset management remains a critical sector benefiting from robust demand for professional investment solutions, especially among high-net-worth and institutional market participants. The UK financial services sector continues to attract capital flows, supported by regulatory clarity and a stable economic outlook.

Technical analysis

From a technical standpoint, Schroders displays clear bullish signals across multiple time frames. The current Relative Strength Index (RSI) sits at 61.3, comfortably in positive territory without showing signs of overextension. The Moving Average Convergence Divergence (MACD) is in bullish mode (0.8, indicating positive momentum) and signals a strong buying opportunity.

All key moving averages (20, 50, 100, and 200 days) are aligned just below or at the current share price, reinforcing an upward bias and suggesting that Schroders is emerging from a phase of consolidation. Notably, the share price stands above the crucial 200-day moving average of 364.6 pence—typically regarded as a long-term bullish confirmation.

Technical supports are well identified near 363.00 pence, with a major resistance at the 52-week high of 428.80 pence. The overall technical setup, including 12 moving averages flashing “buy” signals, indicates strong institutional interest and supports the case for a potential breakout.

Short- and medium-term momentum are both favourable. Given the confluence of technical indicators, Schroders may be poised to enter a new bullish phase, giving savvy investors a rare opportunity to accumulate at an attractive valuation level.

Fundamental analysis

Schroders’s fundamental story is underpinned by solid and improving financials. Its revenue for 2024 came in at £2.294 billion, showing organic growth (+2%) despite economic and industry headwinds. Operating profits remain robust at £640.5 million, and the company continues to generate high-quality, recurring income streams from its £758.4 billion in assets under management (AUM).

The current valuation is highly compelling, with a Price/Earnings (P/E) ratio of 14.12 and a dividend yield approaching 6%. This combination points to both value and income characteristics seldom found in global asset managers of this scale. Schroders’ ongoing focus on efficiency is highlighted by its recently announced £150 million cost-saving plan, which is set to drive operating leverage and margin improvement.

Strategically, Schroders is committed to sector leadership in actively managed investment solutions, alternative assets, and ESG-focused portfolios. Its expansion into the high-growth market of ETFs and cutting-edge investment capabilities further bolsters its core business. The brand itself enjoys worldwide recognition, with more than 220 years of operating history and a top-five position globally by assets under management.

Innovation remains at the heart of Schroders’ strategy, with a dedicated solutions team for equity products and the launch of new actively managed ETFs across Europe. This ongoing investment in product development strengthens its competitive advantage and enhances long-term growth prospects.

Volume and liquidity

Sustained trading volume and high liquidity are hallmarks of institutional confidence in Schroders. With an average daily volume of 2.45 million shares (3-month basis) and a total market capitalisation of £5.85 billion, the stock offers easy entry and exit points for investors both large and small. The 915 million-share float supports dynamic price discovery and enhances responsiveness to positive news or upgrades.

This combination of liquidity and broad shareholder base is particularly valuable for those seeking to capitalise on short-term catalysts as well as long-term secular growth trends.

Catalysts and positive outlook

• A robust plan for £150 million in annualised cost reductions by 2027, likely to boost profitability and shareholder returns.
• Aggressive growth targets in Schroders Capital, aiming to attract £20 billion of cumulative new flows between 2025 and 2027.
• Strategic expansion in wealth management, targeting annualised growth of 5–7%.
• The forthcoming launch of actively managed ETFs in Europe, tapping into the booming passive and smart-beta markets.
• Recent industry recognition and mandates (such as the St James’s Place deal) that enhance Schroders’s reputation among institutional investors.
• Ongoing adaptation to regulatory and ESG trends, positioning Schroders at the forefront of responsible investing.

The confluence of these factors—coupled with the ongoing transformation plan and the market’s positive technical signals—creates a fertile environment for share price appreciation and recurring dividend growth.

Investment strategies

• Short-term entry: Traders can view current levels near strong technical support as a springboard for a bounce, particularly with recent volume surges and “Strong Buy” technical signals.
• Medium-term positioning: Investors with a 6–12 month horizon may see added upside as cost savings materialise, new ETF launches take shape, and UK market sentiment tends towards risk-on.
• Long-term allocation: Schroders’s above-average dividend yield, structural market share, and innovations in asset management make a compelling case for patient capital looking for both income and capital appreciation.

With technicals suggesting a possible breakout and multiple fundamental catalysts in play, these entry points appear particularly attractive ahead of the next quarterly results and strategic updates.

Is it the right time to buy Schroders?

Schroders presents a rare blend of stability, growth, and value at a time of significant transformation for the asset management sector. Key strengths supporting a buy-side thesis include the company’s resilient operating model, efficient cost-saving initiatives, a high and dependable dividend yield, and a clear roadmap for expansion across both core and emerging investment markets.

Technical indicators reinforce renewed momentum, while the fundamentals justify serious renewed interest. In light of strong recent results, market-leading AUM, ongoing product innovation, and dynamic management, the stock seems to represent an excellent opportunity for investors looking to participate in long-term value creation.

Ultimately, Schroders offers exposure not just to the enduring growth of global investment markets, but also to the upside associated with a new phase of strategic execution and shareholder value focus. For both new entrants and existing shareholders, the current market context and corporate trajectory suggest that Schroders may be entering a new bullish phase in 2025—one that deserves close attention from every investor seeking high-quality opportunities in UK financials.

How to buy Schroders stock in the UK

Buying Schroders stock online is both straightforward and secure using a regulated broker in the UK. You can choose between two main options: purchasing shares directly (spot buying) or trading leveraged derivatives such as CFDs. Each method has its benefits and risks, and finding the most suitable platform is essential. To help you decide, a comprehensive broker comparison is available further down the page.

Spot buying

Buying Schroders stock “for cash” means acquiring actual shares listed on the London Stock Exchange, making you a direct shareholder eligible for dividends. Typically, UK brokers charge a fixed commission per trade, often between £5 and £10.

Example of a share purchase and gain scenario

If the Schroders share price is £3.67, you can buy around 272 shares with a £1,000 stake, including a brokerage fee of around £5.

✔️ Gain scenario:

If the share price rises by 10%, your shares are now worth £1,100.

Result: +£100 gross gain, i.e. +10% on your investment.

This method allows you to benefit fully from price increases and dividends, with ownership recorded in your name.

Trading via CFD

CFD (Contract for Difference) trading lets you speculate on the price movement of Schroders shares without owning the actual shares. With CFDs, you mainly pay spreads (the difference between buy and sell prices) and potentially overnight financing fees for leveraged positions.

CFD Gain Scenario with 5x Leverage

You open a CFD position on Schroders shares, with 5x leverage. This gives you a market exposure of £5,000.

Gain scenario: If the stock rises by 8%, your position gains 8% × 5 = 40%. Result: +£400 gain, on a bet of £1,000 (excluding fees).

CFDs magnify both gains and losses and do not entitle you to dividends, but they enable more flexibility and short-term strategies.

Final advice

Always compare brokers’ fees, available features, and investor protections before choosing where to invest in Schroders shares. Remember, the best approach depends on your individual goals, risk tolerance, and whether you’re investing for the long term or looking for short-term opportunities. You’ll find a broker comparison table further down the page to help you make the right choice.

Our 7 tips for buying Schroders stock

The latest news about Schroders

Schroders shares gain 1.87% over the week, supported by strong technical buy signals. The stock closed at 367.20 pence, showing resilience in the UK market, buoyed by its classification as a "Strong Buy" according to technical indicators. All relevant moving averages (20, 50, 100, 200 days) are in a buy position, and the RSI at 61.3 reinforces bullish momentum. This positive short-term momentum reflects growing investor confidence and dynamic participation from both institutional and retail actors in the City of London.

Schroders initiates decisive strategic expansion focused on cost efficiency and innovation in the UK. The recently announced £150 million cost-saving plan over three years, combined with accelerated development of active ETF products and solutions for British investors, demonstrates a commitment to operational excellence. The company’s recent partnership wins and leadership in new mandates, including a £5.2 billion mandate with St James’s Place, reaffirm Schroders’ key player status in the local asset management sector.

Recent appointments in the UK division strengthen governance and market positioning. The elevation of Richard Oldfield as Group CEO and Oliver Gregson to CEO of Wealth Management showcase a revitalised leadership line-up. This new executive team is highly focused on UK growth, transformation, and delivering superior value propositions to clients, with a special emphasis on innovative investment capabilities and sustainable development.

Dividend payout remains highly attractive for UK investors, reinforcing long-term value creation. With a forecast dividend yield of 5.95% and a proposed final dividend of 15.0 pence per share, Schroders appeals as a stable source of income for British savers and pension funds. The continued eligibility of Schroders for ISA accounts further enhances its profile for tax-efficient long-term wealth building within the UK jurisdiction.

Analyst consensus and fundamentals support further upside as Schroders trades below sector average valuation. The consensus 12-month price target stands at 369.02 pence, above the current market price, reflecting expectations of continued growth. A P/E ratio of 14.12 and robust asset flows signal that Schroders is well placed relative to UK competitors in terms of both value and future expansion prospects.

FAQ

P. Laurore

Finance expert

Co-founder of HelloSafe and holder of a Master's degree in finance, Pauline has recognised expertise in personal finance, which she uses to help users better understand and optimise their financial choices. At HelloSafe, Pauline plays a key role in designing clear, educational content on savings, investments and personal finance. Passionate about financial education, Pauline strives, with every piece of content she oversees, to provide reliable, transparent and unbiased information for independent and informed financial management. To this end, she has tested over 100 trading platforms to help internet users make the right choices.