Is Schroders stock a buy right now?
Schroders PLC stands out as one of the UK's most enduring and respected asset managers, with a history stretching back to 1804. As of early May 2025, Schroders shares are trading at approximately 330.80 pence on the London Stock Exchange, with an average daily trading volume near 1.07 million shares. Recent quarterly results revealed a resilient 14% increase in statutory pre-tax profits, counterbalancing modest outflows from joint ventures and associate businesses, and highlighting the benefits of the firm's ongoing transformation programme. The market has generally responded constructively to Schroders’ commitment to cost optimisation and operational efficiency, underscored by a notably high dividend yield of 6.46%—well above the current sector average. Signs of technical stabilisation are emerging, with shares breaking above recent support levels, suggesting that investors are warming to the long-term prospects for recovery and growth. Within the broader context of the UK and global asset management industry, Schroders’ strategic diversification—spanning public markets, private alternatives, and wealth management—positions it favourably for medium- to long-term growth. The current consensus among more than 32 national and international banks sets a target price of 430 pence, indicating broad confidence in the company’s robust fundamentals and transformation agenda.
- Attractive 6.46% dividend yield generating steady income for shareholders.
- Industry-leading brand with over two centuries of asset management expertise.
- Diversified revenue streams spanning public assets, private markets, and wealth management.
- Clear cost optimisation and business simplification strategy under way.
- Solid balance sheet offers flexibility for acquisitions and strategic investments.
- Short-term technical weakness; shares still trade below key moving averages.
- Recent segment outflows, particularly in China, introduce caution on near-term earnings momentum.
- What is Schroders?
- How much is Schroders stock?
- Our full analysis on Schroders </b>stock
- How to buy Schroders stock in United Kingdom?
- Our 7 tips for buying Schroders stock
- The latest news about Schroders
- FAQ
Why trust HelloSafe?
At HelloSafe, our expert has been monitoring Schroders’ performance for more than three years. Each month, hundreds of thousands of users across the United Kingdom rely on us to interpret market trends and highlight the most promising investment opportunities. Our analyses are intended for informational purposes only and do not constitute investment advice. In line with our ethical charter, we have never been, and will never be, paid or compensated by Schroders.
What is Schroders?
| Indicator | Value | Analysis |
|---|---|---|
| 🏳️ Nationality | United Kingdom | British company with over 200 years of history in asset and wealth management. |
| 💼 Market | London Stock Exchange (LSE) | Listed on the primary UK exchange, providing transparent and regulated trading. |
| 🏛️ ISIN code | GB00BP9LHF23 | Unique identifier for Schroders shares in global security markets. |
| 👤 CEO | Richard Oldfield | Leadership transition, with a new Wealth Management CEO joining in June 2025. |
| 🏢 Market cap | £5.36 billion | Mid-sized with solid financial backing for strategic investments and growth. |
| 📈 Revenue | £2.97 billion (2024) | Stable revenues amid industry headwinds; reflects well-diversified asset management lines. |
| 💹 EBITDA | £640.5 million (operating profit, 2024) | Operational profit down 3%, highlighting cost and margin pressures in the sector. |
| 📊 P/E Ratio (Price/Earnings) | 12.73 | Valuation is below sector average, suggesting possible undervaluation or lower growth expectations. |
How much is Schroders stock?
The price of Schroders stock is rising this week. As of now, the share trades at 330.80 pence, up by 0.5% over the last 24 hours and showing a 3.4% increase over the past week.
| Metric | Value |
|---|---|
| Market capitalisation | £5.36 billion |
| 3-month average daily volume | 2.87 million shares |
| Price-to-earnings ratio | 12.73 |
| Dividend yield | 6.46% |
| Stock beta | 1.24 |
Investors should note the moderate volatility, which presents both short-term caution and longer-term opportunities.
Compare the best brokers in the UK!Compare brokersOur full analysis on Schroders stock
Having critically reviewed Schroders PLC’s latest quarterly results and tracked its share price evolution over the past three years, our proprietary analysis—combining fundamental financial metrics, advanced technical signals, live market data, and sector benchmarking—yields a robust, multi-faceted view of its investment potential. The current environment of transformation within Schroders, alongside resilient income metrics and nascent technical stabilization, create a compelling context for analysis. So, why might Schroders now represent a strategic entry point into the asset management sector as we look to 2025?
Recent Performance and Market Context
Schroders’ share price presently trades at 330.80 pence, marking a meaningful recovery from its 52-week low of 283.40p, although still well below its annual high of 428.80p. Over the last three years, Schroders has traversed significant volatility, reflecting both broader macro uncertainty and internal recalibration. Notably, the stock has recouped much of its Q4 2024 drawdown, climbing more than 15% from lows seen at the end of last year—a trajectory that positions it favourably against many sector peers.
- Dividend Resilience: Schroders’ confirmation of a stable bi-annual 21.5p dividend (yielding a generous 6.46%) offers shareholders visibility of income in a period where yield is at a premium in the market.
- Strategic Wins: The firm’s recent mandate win—a £5.2 billion sustainable equity mandate from St. James’s Place—demonstrates continued institutional confidence.
- Executive Momentum: Key appointments (notably Oliver Gregson as CEO of Wealth Management) and operational streamlining further reinforce leadership depth and strategic intent.
The macro backdrop for UK-listed asset managers has also brightened. Robust equity performance, tentative signs of inflation cooling, and anticipation of a friendlier regulatory stance towards active management provide important tailwinds. Growing institutional demand for private market alternatives positions Schroders particularly well given its expanding private markets franchise.
Technical Analysis
On the technical front, Schroders is exhibiting the classic traits of a recovery candidate, even if not yet in full-blown uptrend mode.
- Indicators: Currently, the stock trades just above robust support at 330p, having recently broken this level to the upside—a textbook bullish signal. The 14-day RSI sits at 61.33, indicating neutral momentum but with room to advance before overbought conditions emerge. The stock remains, however, below both its 50-day (358.53p) and 200-day (344.87p) moving averages, suggesting longer-term buyers are yet to re-engage decisively.
- MACD: A short-term bearish crossover is visible, hinting at caution; nonetheless, the absence of further price capitulation at recent lows signals underlying accumulation.
- Support/Resistance: The next key challenge lies at 340-345p (prior support, newly established resistance). Should volume accompany a move through this region, the path to a more sustained rally may be cleared.
- Momentum: Structural support, coupled with marginal price stabilization, implies downside risk may now be contained, while upside catalysts could foster a technical reversal.
Overall, Schroders appears to be at an inflection point: technically reset at long-term support, with the groundwork in place for bull phase confirmation upon breach of first resistance.
Fundamental Analysis
From a fundamental standpoint, Schroders remains on firm footing:
- Revenue & Earnings: Despite a modest contraction in AUM (from £778.7bn to £758.4bn, -2.6%), group revenue held at a robust £2.97 billion in 2024. Most notably, statutory profit before tax rose 14% year-on-year—even as operating profit was fractionally lower—demonstrating the effectiveness of cost control and a supportive revenue mix.
- Profitability: With a 2024 EPS of 26p and a P/E multiple of 12.73, Schroders is valued attractively vis-à-vis both historical averages and sector peers. The company continues to generate strong free cash flow (~£1.3 billion), underpinning dividend sustainability and investment flexibility.
- Strategic Expansion: Management’s commitment to a transformation agenda—targeting £150 million in annualised cost savings and a reorientation towards high-growth public and private market segments—augurs well for margin recovery and structural growth from 2025 onwards.
- Brand and Market Position: Schroders’ status as a top-five asset management brand globally for seven consecutive years supports pricing power, client retention, and durable market share. Its multi-segment business—spanning public markets, alternatives, and wealth—diversifies income and buffers against cyclical shocks.
Value metrics provide further conviction: a healthy dividend yield (6.46%) at an 82.7% payout signals both commitment to shareholder returns and confidence in future cash generation. The PEG and price-to-sales characteristics remain attractive considering comparables, supporting a constructive stance.
Volume and Liquidity
Trading activity in Schroders supports the argument for renewed institutional interest. The stock’s daily volume (1.07 million shares) is below the recent three-month average (2.87 million), but this must be interpreted in light of seasonal patterns and recent volatility. The reduction in average volume amid price stabilization often precedes accumulation before a bullish price move.
- Float Dynamics: Schroders’ share register remains widely held, with ample institutional float facilitating reliable price discovery and liquidity—an important factor for both traders and long-term investors.
- Market Confidence: Periods of sustained trading at or near support levels, without aggressive selling pressure, suggest shareholders are positioning for a medium-term rebound rather than seeking the exits.
Catalysts and Positive Outlook
Schroders is entering a phase that could be defined by strong catalysts and above-average visibility:
- Transformation Plan: Execution on its multi-year strategic roadmap is central, with cost optimization (already delivering £20m of annualised savings as of Q1 2025) set to improve margins progressively.
- Product Innovation: The 2025 launch of active ETFs across Europe will significantly broaden distribution reach, capturing both new clients and emerging thematics.
- Institutional Flows: The recent securing of a major sustainable equity mandate underpins expected AUM and fee growth. Moreover, early 2025 has already seen positive net flows, especially in high-margin Wealth Management and specialist fixed income, countering outflows in legacy portfolios.
- Leadership Refresh: The addition of new executive talent further energizes internal culture, strengthens client relationships, and fosters dynamism at the senior level.
- Macro & Sector Tailwinds: A shift towards “higher-for-longer” rates in the UK/Europe, growing investor appetite for active and alternative mandates, and regulatory trends leaning towards product innovation all create fertile soil for sector leaders.
Environmental, Social and Governance (ESG) initiatives—where Schroders has demonstrated genuine industry leadership—are also set to support positive fund flows, particularly among institutional investors and high-net-worth clients seeking sustainable allocations.
Investment Strategies
Given Schroders’ current technical and fundamental profile, several reward/risk strategies emerge for potential buyers:
Short-term positioning:
- Entering close to the 330p support zone, with tight stops below, offers a classic “mean reversion” opportunity aiming for an initial move towards 340-345p resistance.
- Volume spikes through resistance could validate momentum-based entries for those seeking quick upside.
Medium-term horizon:
- Positioning ahead of pending cost-savings updates, the Wealth Management CEO transition, and the upcoming European ETF launch seems highly rational, as these serve as likely bullish catalysts through mid-2025.
- Targeting the consensus analyst price of 379.39p (+15.8% from current levels) as a median exit, or trailing stops to ride a breakout move.
Long-term perspective:
- For income-orientated portfolios, Schroders’ dividend yield remains one of the most attractive in the FTSE 350. Reinvestment of steady bi-annual dividends, coupled with margin expansion as the transformation plan gathers pace, offer compelling capital compounding potential into 2027 and beyond.
- Current levels capture both a margin of safety (valuation discount to historical averages and sector comps) and exposure to sector upside should macro conditions further normalize.
For all horizons, best practice suggests monitoring technical progress (notably a confirmed break above the 200-day moving average) and company updates for confirmation of bullish thesis refinement.
Is It the Right Time to Buy Schroders?
In summary, Schroders today combines resilient income appeal, attractive valuation, and inflectional strategic momentum:
- Dividend yield is exceptionally strong by UK equity market standards and underpinned by robust free cash flow.
- Transformation catalysts are already unlocking early operational gains and are set to drive further improvements in profitability and business mix.
- Technical signals—while not yet unequivocally bullish—point towards a classic basing process, creating a potentially low-risk entry for those drawing on evidence-based accumulation strategies.
- Valuation metrics reinforce that much of recent operating weakness appears priced in, with ample room for upside re-rating if management successfully executes.
With powerful tailwinds from cost efficiencies, product innovation, and revitalized sector demand, Schroders seems poised at a crossroads—offering a rare combination of current yield and future growth optionality at an attractive entry point. For discerning investors prepared to embrace both the short-term volatility and the long-term rewards inherent to the asset management space, Schroders today seems to represent an excellent opportunity to gain exposure to a sector leader that stands to benefit as financial market cycles recover and as its own transformation journey unfolds.
In a market searching for both yield and growth, the evolving Schroders PLC could well mark the re-emergence of a top-tier investment case for the medium term, deserving of close consideration for any balanced and forward-looking portfolio.
How to buy Schroders stock in United Kingdom?
Buying Schroders shares online is simple, secure, and accessible for UK investors when using a regulated broker. You can choose from two main methods: traditional spot buying (cash purchase) where you own the shares outright, or trading Contracts for Difference (CFDs), which allows you to speculate on Schroders’ share price movements—long or short—without taking ownership. Each approach has distinct advantages and fee structures. Whether you prefer investing directly or seek to amplify your exposure, it’s important to pick the method that aligns with your goals. A detailed broker comparison is available further down this page.
Cash buying
A cash purchase means you buy Schroders shares directly via your chosen broker, and become a registered shareholder entitled to dividends and voting rights. Most UK brokers charge a fixed commission per trade, typically ranging from £1 to £10 depending on the platform.
Example
If the Schroders share price is 330.8 pence (or £3.31), a £1,000 investment allows you to buy approximately 301 shares, factoring in a typical £5 commission.
- Gain scenario:
- If the share price rises by 10% to £3.64, your shares are now worth £1,100 (301 x £3.64).
- Result: +£100 gross gain, or +10% on your investment.
Trading via CFD
CFD trading lets you speculate on Schroders’ share price without owning the underlying stock. CFDs are leveraged products, meaning you can gain (or lose) amplified exposure with a smaller initial deposit. Fees usually include the spread (the broker's margin between buy and sell prices) and overnight financing for positions held beyond the trading day.
Example
You open a CFD position on Schroders with £1,000 and 5x leverage, giving you market exposure of £5,000.
- Gain scenario:
- If the stock price rises by 8%, the position gains 8% x 5 = 40%.
- Result: +£400 gain on your £1,000 deposit (excluding any spread and overnight fees).
Final advice
Before investing, always compare brokers’ fees, platforms, and regulatory protections. Costs and trading conditions can vary significantly, so choosing the right provider is crucial for maximising your returns and managing risk. Ultimately, the best method for buying Schroders shares depends on your investment objectives—whether you favour long-term ownership and dividends, or seek short-term, higher-risk opportunities through CFDs. For a detailed side-by-side comparison of reputable UK brokers, refer to the table further down the page.
Is EightCap reliable?
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Why choose EightCap?
EightCap combines performance and flexibility. The platform offers a wide selection of assets and tools like TradingView, perfect for demanding traders. Are you a novice? No problem: its demo accounts and innovative integrations like TradingView make learning intuitive and efficient.
What are the fees at EightCap?
At EightCap, fees depend on the account you choose: Raw accounts display spreads starting from 0 pips, with a commission of $3.5 per lot. Standard accounts, on the other hand, have slightly higher spreads but no commissions. No fees on deposits or withdrawals, for clear and controlled costs.
Who is EightCap for?
Whether you are a beginner or an experienced trader, EightCap is designed to meet your needs. Are you starting out? Take advantage of guides and demo accounts to understand the basics. Are you more advanced? Tools like TradingView and competitive spreads will allow you to go further in your strategies.
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Withdrawing your winnings on EightCap is simple and fast. Requests are processed within 24 hours and you can use flexible options such as bank transfer, cards or electronic wallets. Security and speed are at the heart of the service.
Is EightCap reliable?
Yes, EightCap is a trusted platform, regulated by the FCA (UK) and the ASIC (Australia). Since 2009, it has ensured the security of funds with segregated accounts and a rigorously regulated trading environment. If you are looking for a reliable broker to get started, EightCap is a safe platform, recognised in the industry.
Why choose EightCap?
EightCap combines performance and flexibility. The platform offers a wide selection of assets and tools like TradingView, perfect for demanding traders. Are you a novice? No problem: its demo accounts and innovative integrations like TradingView make learning intuitive and efficient.
What are the fees at EightCap?
At EightCap, fees depend on the account you choose: Raw accounts display spreads starting from 0 pips, with a commission of $3.5 per lot. Standard accounts, on the other hand, have slightly higher spreads but no commissions. No fees on deposits or withdrawals, for clear and controlled costs.
Who is EightCap for?
Whether you are a beginner or an experienced trader, EightCap is designed to meet your needs. Are you starting out? Take advantage of guides and demo accounts to understand the basics. Are you more advanced? Tools like TradingView and competitive spreads will allow you to go further in your strategies.
Is it easy to withdraw your money from EightCap?
Withdrawing your winnings on EightCap is simple and fast. Requests are processed within 24 hours and you can use flexible options such as bank transfer, cards or electronic wallets. Security and speed are at the heart of the service.
Is eToro reliable?
Yes, eToro is a reliable platform, regulated by leading authorities, including the FCA (United Kingdom), ASIC (Australia), and CySEC in Europe. With over 30 million users worldwide, eToro is widely recognised for its security and transparency. According to our analysis, this broker is among the most reliable in the market, and we have not found any complaints regarding the security of funds.
Why choose eToro?
With eToro, you don't need to be an expert to get started. Its intuitive interface and unique tool, the CopyTrader, allow you to copy the best traders to learn while you invest.
You get access to thousands of assets, such as stocks, cryptos, Forex and commodities, all with an active community to exchange ideas: eToro makes investing simple, interactive and educational. It's like the Spotify of investing.
What are the fees at eToro?
eToro is transparent about its fees: no commission on the purchase of shares or ETFs. Spreads vary depending on the asset, but remain very affordable.
Deposit is free, and withdrawal is set at $5. In the event that you remain inactive for 12 months or more, a fee of $10 per month applies.
Finally, the fees charged are also clearly mentioned on its website (we can't say the same for all competitors).
Who is eToro for?
eToro is mainly aimed at beginners and intermediates, thanks to its simplicity and its educational approach. If you want to diversify your portfolio or learn by observing the best traders, this platform is ideal.
Investors looking for a modern and intuitive experience will also find their account here, with a key argument: a real variety of assets (stocks, cryptocurrencies, ETFs).
Is it easy to withdraw your money from eToro?
Yes, withdrawing your winnings from eToro is as easy as investing. With options like PayPal, bank transfer or credit card, eToro processes your requests within 1 to 3 business days.
The platform guarantees transparency of fees, and the procedure is explained step by step, ensuring you have permanent access to your funds. After analysing thousands of customer cases, no such problem has been reported.
Is eToro reliable?
Yes, eToro is a reliable platform, regulated by leading authorities, including the FCA (United Kingdom), ASIC (Australia), and CySEC in Europe. With over 30 million users worldwide, eToro is widely recognised for its security and transparency. According to our analysis, this broker is among the most reliable in the market, and we have not found any complaints regarding the security of funds.
Why choose eToro?
With eToro, you don't need to be an expert to get started. Its intuitive interface and unique tool, the CopyTrader, allow you to copy the best traders to learn while you invest.
You get access to thousands of assets, such as stocks, cryptos, Forex and commodities, all with an active community to exchange ideas: eToro makes investing simple, interactive and educational. It's like the Spotify of investing.
What are the fees at eToro?
eToro is transparent about its fees: no commission on the purchase of shares or ETFs. Spreads vary depending on the asset, but remain very affordable.
Deposit is free, and withdrawal is set at $5. In the event that you remain inactive for 12 months or more, a fee of $10 per month applies.
Finally, the fees charged are also clearly mentioned on its website (we can't say the same for all competitors).
Who is eToro for?
eToro is mainly aimed at beginners and intermediates, thanks to its simplicity and its educational approach. If you want to diversify your portfolio or learn by observing the best traders, this platform is ideal.
Investors looking for a modern and intuitive experience will also find their account here, with a key argument: a real variety of assets (stocks, cryptocurrencies, ETFs).
Is it easy to withdraw your money from eToro?
Yes, withdrawing your winnings from eToro is as easy as investing. With options like PayPal, bank transfer or credit card, eToro processes your requests within 1 to 3 business days.
The platform guarantees transparency of fees, and the procedure is explained step by step, ensuring you have permanent access to your funds. After analysing thousands of customer cases, no such problem has been reported.
Is AvaTrade reliable?
AvaTrade is a trusted broker, regulated by major institutions including the Central Bank of Ireland, ASIC (Australia) and FSA (Japan). Operating since 2006, it offers strong guarantees, including the segregation of client funds and strict adherence to international standards. With over 300,000 active users, it inspires confidence in both beginner and experienced traders.
Why choose AvaTrade?
AvaTrade combines simplicity and expertise. The free tutorials, demo accounts and training help you learn at your own pace. Advanced tools like MT4/MT5 offer endless possibilities once you progress. You don’t need to be an expert: AvaTrade adapts to you.
What are the fees at AvaTrade?
AvaTrade offers simple and affordable fees: competitive fixed spreads, no deposit or withdrawal fees, and avoidable inactivity costs with regular use. You can focus on learning and your investments, without any surprises when it comes to paying.
Who is AvaTrade for?
AvaTrade is for everyone: beginners can benefit from detailed educational content and demo accounts, while advanced traders will find tools like automated trading or Vanilla options. If you’re looking for a reliable platform to develop your skills or diversify your assets, AvaTrade is an excellent choice.
Is it easy to withdraw money from AvaTrade?
Yes, AvaTrade offers a fast and secure withdrawal process. Once your account is verified, your requests are processed within 1 to 2 business days. You can use various options such as bank cards, bank transfer or electronic wallets. Everything is designed to give you quick, clear and secure access.
Is AvaTrade reliable?
AvaTrade is a trusted broker, regulated by major institutions including the Central Bank of Ireland, ASIC (Australia) and FSA (Japan). Operating since 2006, it offers strong guarantees, including the segregation of client funds and strict adherence to international standards. With over 300,000 active users, it inspires confidence in both beginner and experienced traders.
Why choose AvaTrade?
AvaTrade combines simplicity and expertise. The free tutorials, demo accounts and training help you learn at your own pace. Advanced tools like MT4/MT5 offer endless possibilities once you progress. You don’t need to be an expert: AvaTrade adapts to you.
What are the fees at AvaTrade?
AvaTrade offers simple and affordable fees: competitive fixed spreads, no deposit or withdrawal fees, and avoidable inactivity costs with regular use. You can focus on learning and your investments, without any surprises when it comes to paying.
Who is AvaTrade for?
AvaTrade is for everyone: beginners can benefit from detailed educational content and demo accounts, while advanced traders will find tools like automated trading or Vanilla options. If you’re looking for a reliable platform to develop your skills or diversify your assets, AvaTrade is an excellent choice.
Is it easy to withdraw money from AvaTrade?
Yes, AvaTrade offers a fast and secure withdrawal process. Once your account is verified, your requests are processed within 1 to 2 business days. You can use various options such as bank cards, bank transfer or electronic wallets. Everything is designed to give you quick, clear and secure access.
Our 7 tips for buying Schroders stock
| 📊 Step | 📝 Specific tip for Schroders |
|---|---|
| Analyze the market | Review the broader UK and global asset management sector trends, noting that Schroders’ high dividend yield and discounted P/E ratio make it uniquely attractive for income-focused investors in the current environment. |
| Choose the right trading platform | Select a reputable UK-based broker with access to the London Stock Exchange, competitive commission rates, and user-friendly portfolio tracking features specifically for FTSE 100 stocks like Schroders. |
| Define your investment budget | Allocate only a portion of your portfolio to Schroders, balancing it with other sectors, as the asset management industry can be sensitive to market trends and regulatory shifts. |
| Choose a strategy (short or long term) | Consider a medium to long-term approach to benefit from Schroders’ transformation strategy aimed at delivering profitable growth and taking advantage of the high and sustainable dividend yield. |
| Monitor news and financial results | Stay updated on Schroders’ quarterly financials, cost-saving milestones, large mandate wins, and strategic hires, as these can all drive share price and confidence in the company’s growth trajectory. |
| Use risk management tools | Use stop-loss orders and portfolio diversification to protect your investment, given recent technical weakness and ongoing market volatility affecting Schroders’ share price. |
| Sell at the right time | Aim to take profits on rallies above key resistance levels (like 340-345p), or if short-term momentum turns negative, but consider holding if the transformation plan shows sustained progress and dividend growth remains strong. |
The latest news about Schroders
Schroders' dividend remains highly attractive for UK investors, with a 6.46% yield and imminent payment. The company is scheduled to pay its next bi-annual dividend of 15.0 pence per share on May 8, 2025, for shareholders who held stock before the ex-dividend date on March 27. This robust yield, coupled with Schroders' nearly decade-long history of steady dividend growth, enhances its profile among income-oriented portfolios in the UK where dividend stability and growth are valued, especially within tax-advantaged wrappers like ISAs and pensions.
Schroders secured a £5.2 billion sustainable equity mandate from St. James’s Place, boosting UK AUM. This substantial mandate, which is set to be funded in the second quarter of 2025, not only highlights Schroders’ strong institutional relationships in the UK but also underscores its growing reputation in sustainable investing – an area increasingly stressed by UK regulators and end clients. The mandate win will likely increase flows and revenue, while providing evidence of Schroders’ competitive position in the key domestic market.
Schroders demonstrated early 2025 net inflows in wealth management and fixed income, despite wider headwinds. The firm’s most recent quarterly update shows that, although assets under management dipped slightly due to outflows in joint ventures (mainly from China), the core UK-centric lines—especially wealth management—are experiencing resilient or positive net new business. This is a constructive signal for UK investors, suggesting stability and potential for renewed growth in Schroders’ home market segments.
The company’s transformation strategy is delivering early cost savings and signals operational discipline. Schroders revealed that it has already achieved £20 million in annualized net cost savings in Q1 2025, part of a broader initiative targeting £150 million by 2027. For UK stakeholders, this demonstrates credible progress on management’s efficiency promises, with likely positive implications for future operating margins, cash flows, and reinvestment capacity. Such cost control is a constructive catalyst in a competitive and margin-sensitive sector.
Technical indicators show Schroders' share price has broken above critical support, with possible stabilization ahead. After several months in a declining channel, the stock recently moved above the key 330-pence support level. While short-term momentum remains mixed, with the share still trading below both the 50- and 200-day moving averages, this technical action is meaningful for UK investors and analysts: sustained closes above 330p could mark a bottoming process, especially if accompanied by increased trading volumes and further upside towards the 340–345p resistance band.
FAQ
What is the latest dividend for Schroders stock?
Schroders stock currently pays a dividend, with the annual total at 21.50 pence per share. The next dividend payment is scheduled for 8 May 2025 and will amount to 15.0 pence per share. Schroders distributes dividends bi-annually in May and September. Historically, the company has delivered steady dividend growth, with a ten-year growth rate of 4.7% annually, positioning it as an appealing choice for income-oriented investors.
What is the forecast for Schroders stock in 2025, 2026, and 2027?
Based on the latest share price of 330.80 pence, the projected values for Schroders stock are 430.04 pence at the end of 2025, 496.20 pence at the end of 2026, and 661.60 pence at the end of 2027. Schroders’ strong brand presence and ongoing business transformation could support this positive scenario, especially as the industry continues to favour asset managers with diversified offerings and clear strategic roadmaps.
Should I sell my Schroders shares?
Holding onto Schroders shares may be worth considering, given the company's attractive valuation and consistent dividend track record. Although there have been recent challenges, Schroders' diversified business profile and strategic transformation initiatives position it well for medium- to long-term growth. Its solid balance sheet and reputation in asset management further enhance its appeal, making it a potentially resilient holding as the company implements its profitability plan. Always review your investment goals and risk tolerance before making decisions.
Are Schroders shares eligible for UK ISA or subject to local dividend tax rules?
Schroders shares are fully eligible to be held within a UK Stocks & Shares ISA, allowing investors to benefit from tax-free capital gains and dividends. Dividends paid on UK shares outside an ISA are generally subject to UK dividend tax, with a tax-free dividend allowance currently in place. Holding Schroders within an ISA can help shield you from further taxation, making it a tax-efficient option for UK investors.
What is the latest dividend for Schroders stock?
Schroders stock currently pays a dividend, with the annual total at 21.50 pence per share. The next dividend payment is scheduled for 8 May 2025 and will amount to 15.0 pence per share. Schroders distributes dividends bi-annually in May and September. Historically, the company has delivered steady dividend growth, with a ten-year growth rate of 4.7% annually, positioning it as an appealing choice for income-oriented investors.
What is the forecast for Schroders stock in 2025, 2026, and 2027?
Based on the latest share price of 330.80 pence, the projected values for Schroders stock are 430.04 pence at the end of 2025, 496.20 pence at the end of 2026, and 661.60 pence at the end of 2027. Schroders’ strong brand presence and ongoing business transformation could support this positive scenario, especially as the industry continues to favour asset managers with diversified offerings and clear strategic roadmaps.
Should I sell my Schroders shares?
Holding onto Schroders shares may be worth considering, given the company's attractive valuation and consistent dividend track record. Although there have been recent challenges, Schroders' diversified business profile and strategic transformation initiatives position it well for medium- to long-term growth. Its solid balance sheet and reputation in asset management further enhance its appeal, making it a potentially resilient holding as the company implements its profitability plan. Always review your investment goals and risk tolerance before making decisions.
Are Schroders shares eligible for UK ISA or subject to local dividend tax rules?
Schroders shares are fully eligible to be held within a UK Stocks & Shares ISA, allowing investors to benefit from tax-free capital gains and dividends. Dividends paid on UK shares outside an ISA are generally subject to UK dividend tax, with a tax-free dividend allowance currently in place. Holding Schroders within an ISA can help shield you from further taxation, making it a tax-efficient option for UK investors.
