- £2.01bn
- £3.95bn
- £1.01bn
- 57
- 64
- 87
- 84
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 11.05 | ||
| PEG Ratio (f) | 0.57 | ||
| EPS Growth (f) | 24.01% | ||
| Dividend Yield (f) | 5.46% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 1.49 | ||
| Price to Tang. Book | 5.28 | ||
| Price to Free Cashflow | 1.45 | ||
| Price to Sales | 1.98 | ||
| EV to EBITDA | 22.71 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.71% | ||
| Return on Equity | 4.75% | ||
| Operating Margin | 9.53% | ||
Financial Summary
| Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | £m | 397.13 | 468.82 | 511.38 | 677.9 | 1,014.1 | 910.17 | 952.09 | 21.45% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -9.42 | +68.07 | -30.99 | -9.03 | +23.84 | +44.36 | +14.06 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Rathbones Group Plc is a United Kingdom-based provider of investment and wealth management services for private clients, charities, trustees and professional partners. Its Wealth Management segment incorporates its core bespoke discretionary portfolio and managed portfolio services. It also includes direct sales into its range of risk-targeted multi-asset funds. Its Asset Management segment includes its focused range of specialist single-strategy funds, which are designed to act as individual holdings within investment portfolios. Its services include bespoke services, managed service, and select. The Company also offers its clients a range of banking services, including currency and payment services, fixed interest-term deposits and loans to existing clients. It provides financial planning and advisory services through Rathbones Financial Planning and Vision Independent Financial Planning. The Company also offers UK trust, tax and legal services through the Rathbones Trust Company.
Directors
- Clive Bannister NEC (63)
- R. Paul Stockton CEO (55)
- Jennifer Mathias FID
- Mike Webb CEX
- Andrew Brodie COO
- Sarah Owen-Jones CRO
- Rupert Baron OTH
- Ivo Darnley OTH
- Andrew Morris OTH (56)
- Richard Smeeton OTH (56)
- Ali Johnson SEC
- Iain Cummings NED
- Dharmash Mistry NED (45)
- Colin Clark NID (61)
- James Dean NID (63)
- Terri Duhon NID (49)
- Sarah Gentleman NID (50)
- Last Annual
- December 31st, 2024
- Last Interim
- June 30th, 2025
- Incorporated
- January 21st, 1971
- Public Since
- January 9th, 1986
- No. of Employees
- 3,515
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
London Stock Exchange- Shares in Issue
- 104,528,742
- Address
- 30 Gresham Street, LONDON, EC2V 7QN
- Web
- https://www.rathbones.com/
- Phone
- +44 2073990000
- Auditors
- Deloitte LLP
Latest News for RAT
Upcoming Events for RAT
Dividend For RAT.L - 31.0000 GBX
Q3 2025 Rathbones Group PLC Interim Management Statement Release
Similar to RAT
3i
London Stock Exchange
450
London Stock Exchange
Aberdeen
London Stock Exchange
Achilles Investment Co
London Stock Exchange
Agronomics
London Stock Exchange
FAQ
As of Today at 13:52 UTC, shares in Rathbones are trading at 1,920.00p. This share price information is delayed by 15 minutes.
Shares in Rathbones last closed at 1,920.00p and the price had moved by -3.23% over the past 365 days. In terms of relative price strength the Rathbones share price has underperformed the FTSE All Share Index by -11.98% over the past year.
The overall consensus recommendation for Rathbones is Buy. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Rathbones dividend yield is 4.9% based on the trailing twelve month period.
Last year, Rathbones paid a total dividend of £0.94, and it currently has a trailing dividend yield of 4.9%.Looking ahead, shares in Rathbones are due to go ex-dividend on 2025-09-04 and the next dividend pay date is 2025-10-01.
Rathbones are due to go ex-dividend on 2025-09-04 and the next dividend pay date is 2025-10-01. The historic dividend yield on Rathbones shares is currently 4.9%.
To buy shares in Rathbones you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of 1,920.00p, shares in Rathbones had a market capitalisation of £2.01bn.
Here are the trading details for Rathbones:
- Country of listing: United Kingdom
- Exchange: LSE
- Ticker Symbol: RAT
Based on an overall assessment of its quality, value and momentum Rathbones is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Rathbones is 2,104.36p. That is 9.6% above the last closing price of 1,920.00p.
Analysts covering Rathbones currently have a consensus Earnings Per Share (EPS) forecast of £1.61 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Rathbones. Over the past six months, its share price has outperformed the FTSE All Share Index by +4.91%.
As of the last closing price of 1,920.00p, shares in Rathbones were trading +14.59% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Rathbones PE ratio based on its reported earnings over the past 12 months is 11.05. The shares last closed at 1,920.00p.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Rathbones' management team is headed by:
- Clive Bannister - NEC
- R. Paul Stockton - CEO
- Jennifer Mathias - FID
- Mike Webb - CEX
- Andrew Brodie - COO
- Sarah Owen-Jones - CRO
- Rupert Baron - OTH
- Ivo Darnley - OTH
- Andrew Morris - OTH
- Richard Smeeton - OTH
- Ali Johnson - SEC
- Iain Cummings - NED
- Dharmash Mistry - NED
- Colin Clark - NID
- James Dean - NID
- Terri Duhon - NID
- Sarah Gentleman - NID