SHNWF
Schroders plc
OTC Markets OTCPKUSDEQUITY
Financial Services
DELAYED
Strong buy
+74/100
Last price
7.50
▼ 0.43 (5.42%)
MARKET · —
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Open
—
Prev close
7.93
Day high
7.50
Day low
7.50
Volume
100
Market cap
$11.70B
P/E (TTM)
12.93
52W range
4.79 – 7.98
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on SHNWF open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
0
Net selling
Buy transactions
0
0 shares
Sell transactions
0
—
Net transactions
0
Buys less sells
Sell : buy shares
—
Not enough filings
Insider-held shares
827.47M
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Sep 30, 26 | BMO Asset Management, Inc. |
BUY | 39.24M | $306.60M | Direct |
| Sep 30, 26 | BMO Asset Management, Inc. |
SELL | 381.63K | $2.98M | Direct |
| Sep 30, 26 | State Street Corporation |
DECREASE | 6.32M | $49.39M | Direct |
| Sep 30, 26 | Soci�t� G�n�rale S.A |
DECREASE | 1.00M | $7.85M | Direct |
| Sep 29, 26 | Soci�t� G�n�rale S.A |
INCREASE | 143.86K | $1.12M | Direct |
| Sep 29, 26 | State Street Corporation |
BUY | 1.23K | $9.58K | Direct |
| Sep 28, 26 | State Street Corporation |
SELL | 2.41K | $18.79K | Direct |
| Sep 28, 26 | Soci�t� G�n�rale S.A |
DECREASE | 53.75K | $419.51K | Direct |
| Sep 25, 26 | Soci�t� G�n�rale S.A |
DECREASE | 22.31M | $174.15M | Direct |
| Sep 25, 26 | State Street Corporation |
BUY | 19.48K | $152.06K | Direct |
| Sep 25, 26 | State Street Corporation |
SELL | 3.42K | $26.67K | Direct |
| Sep 24, 26 | State Street Corporation |
BUY | 16.98K | $132.13K | Direct |
| Sep 24, 26 | Natixis S.A. |
BUY | 11.98M | $93.28M | Direct |
| Sep 24, 26 | Soci�t� G�n�rale S.A |
DECREASE | 35.22M | $274.14M | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BMO Asset Management, Inc. |
— | 51.95M | Bought |
HSBC Holdings Plc |
— | 55.57M | Annual Return |
Harris Associates L.P. |
— | 80.61M | Annual Return |
Kadoorie (Michael David) |
— | 55.50M | Increase |
Nippon Life Insurance Company |
— | 33.66M | Holding |
Schroders Employee Benefit Trust |
— | 31.42M | Decrease |
Schroders Employee Share Plans |
— | 41.04M | Decrease |
Soci�t� G�n�rale S.A |
— | 21.92M | Decrease |
Veritas Ltd |
— | 246.80M | Holding |
Vincitas Ltd |
— | 390.90M | Holding |
Fundamentals
Market cap$11.70B
Enterprise value$7.96B
Revenue (TTM)$3.66B
Gross profit$2.86B
EBITDA$1.00B
Net income$699.90M
EPS (TTM)$0.58
Free cash flow$619.63M
Total cash$5.27B
Total debt$572.60M
Book value / share$3.85
Shares outstanding1.56B
Float750.86M
Short % of float—
Dividend yield3.75%
Beta (5Y)1.06
Valuation & profitability ratios
Trailing P/E12.93
Forward P/E—
PEG ratio1.30
Price / sales—
Price / book1.95
EV / revenue2.18
EV / EBITDA7.92
Gross margin78.10%
Operating margin23.85%
Profit margin19.13%
Return on equity15.76%
Return on assets2.51%
Debt / equity12.59
Current ratio4.58
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $3.25B | $3.07B | $2.94B | $2.89B | +6.0% |
| Operating revenue | $3.25B | $3.07B | $2.94B | $2.89B | +6.0% |
| Cost of revenue | $746.40M | $697.00M | $602.30M | $530.30M | +7.1% |
| Gross profit | $2.50B | $2.37B | $2.33B | $2.36B | +5.7% |
| Total operating expense | $2.03B | $1.90B | $1.78B | $1.76B | +6.6% |
| Operating income | $477.70M | $468.40M | $557.00M | $596.60M | +2.0% |
| Net interest income | $21.70M | $26.50M | $23.60M | $5.80M | -18.1% |
| Pre-tax income | $673.80M | $558.10M | $487.60M | $586.90M | +20.7% |
| Tax provision | $123.40M | $125.10M | $85.00M | $100.70M | -1.4% |
| Net income | $539.80M | $417.00M | $402.60M | $486.20M | +29.4% |
| Net income to common | $539.80M | $417.00M | $402.60M | $486.20M | +29.4% |
| Basic EPS | 0.34 | 0.26 | 0.25 | 0.30 | +29.2% |
| Diluted EPS | 0.34 | 0.26 | 0.24 | 0.30 | +29.2% |
| EBIT | $697.20M | $575.80M | $557.00M | $596.60M | +21.1% |
| EBITDA | $879.40M | $766.90M | $769.20M | $785.50M | +14.7% |
| Basic shares | 1.59B | 1.58B | 1.58B | 1.58B | +0.4% |
| Diluted shares | 1.61B | 1.61B | 1.60B | 1.60B | +0.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $4.68B | $4.21B | $4.10B | $5.05B | +11.0% |
| Cash & short-term investments | $7.30B | $6.78B | $6.16B | $5.64B | +7.6% |
| Accounts receivable | $241.90M | $258.80M | $239.90M | $195.10M | -6.5% |
| Total current assets | $8.20B | $7.64B | $6.95B | $7.17B | +7.4% |
| Property, plant & equipment | $443.50M | $488.60M | $464.30M | $524.10M | -9.2% |
| Goodwill & intangibles | $1.72B | $1.84B | $1.89B | $1.93B | -6.8% |
| Total assets | $24.61B | $20.95B | $20.63B | $21.33B | +17.5% |
| Total current liabilities | $6.41B | $5.94B | $5.30B | $1.05B | +7.9% |
| Long-term debt | $256.10M | $256.00M | $0 | — | +0.0% |
| Total debt | $573.60M | $601.70M | $318.70M | $361.00M | -4.7% |
| Total liabilities | $20.16B | $16.45B | $16.17B | $16.85B | +22.5% |
| Retained earnings | $3.69B | $3.75B | $3.71B | $3.64B | -1.5% |
| Shareholder equity | $4.46B | $4.41B | $4.39B | $4.36B | +1.0% |
| Working capital | $1.79B | $1.70B | $1.65B | $6.71B | +5.5% |
| Net tangible assets | $2.74B | $2.57B | $2.51B | $2.43B | +6.6% |
| Shares issued | 1.61B | 1.61B | 1.61B | 1.61B | 0.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | $673.80M | $558.10M | $487.60M | $586.90M | +20.7% |
| Depreciation & amortisation | $182.20M | $191.10M | $212.20M | $188.90M | -4.7% |
| Stock-based compensation | $31.30M | $30.40M | $62.80M | $68.20M | +3.0% |
| Change in working capital | $278.90M | $435.10M | -$703.30M | $248.50M | -35.9% |
| Operating cash flow | $914.40M | $1.05B | -$238.10M | $972.80M | -12.8% |
| Capital expenditure | -$19.10M | -$70.50M | -$79.90M | -$104.30M | +72.9% |
| Investing cash flow | -$11.70M | -$694.80M | -$225.00M | -$603.80M | +98.3% |
| Share buybacks | -$11.50M | -$59.80M | -$66.60M | -$120.20M | +80.8% |
| Dividends paid | -$337.60M | -$341.10M | -$348.50M | -$341.40M | +1.0% |
| Financing cash flow | -$448.00M | -$213.00M | -$479.50M | -$533.30M | -110.3% |
| Free cash flow | $895.30M | $977.70M | -$318.00M | $868.50M | -8.4% |
| End cash position | $4.68B | $4.21B | $4.10B | $5.05B | +11.0% |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
| Line item | 2025-12-31 | 2025-06-30 | YoY |
|---|---|---|---|
| Cash & equivalents | $4.68B | $4.79B | -2.2% |
| Cash & short-term investments | $7.30B | $7.06B | +3.4% |
| Accounts receivable | $241.90M | — | — |
| Total current assets | $8.20B | — | — |
| Property, plant & equipment | $443.50M | $469.20M | -5.5% |
| Goodwill & intangibles | — | $1.77B | — |
| Total assets | $24.61B | — | — |
| Total current liabilities | $6.41B | — | — |
| Long-term debt | $256.10M | — | — |
| Total debt | $573.60M | — | — |
| Total liabilities | $20.16B | — | — |
| Retained earnings | $3.69B | — | — |
| Shareholder equity | $4.46B | $4.28B | +4.0% |
| Working capital | $1.79B | — | — |
| Net tangible assets | $2.74B | — | — |
| Shares issued | 1.61B | 1.61B | 0.0% |
No filings published for this symbol yet.
Newly listed companies often have nothing on file until their first annual report.
Newly listed companies often have nothing on file until their first annual report.
Options analytics
Put / call volume
—
—
Put / call open interest
—
Positioning, not flow
Max pain
—
—
ATM implied vol
—
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
0
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
—
—
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | — | — | $0 | — |
| Next quarter | — | — | $0 | — |
| Current year | — | — | $0 | — |
| Next year | — | — | $0 | — |
Analyst targets & ownership
Mean target—
High target—
Low target—
Implied upside—
Analyst count—
ConsensusNONE
Strong buy / Buy— / —
Hold—
Sell / Strong sell— / —
Held by insiders51.86%
Held by institutions29.06%
Institutions holding245
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
—
—
SMA 20
—
—
SMA 50
—
—
SMA 100
—
—
SMA 200
—
—
EMA 12
—
—
EMA 26
—
—
EMA 50
—
—
RSI (14)
—
—
MACD (12,26,9)
—
Hist —
ATR (14)
—
—
Realised vol 30D
—
Annualised
Bollinger upper
—
20, 2σ
Bollinger lower
—
20, 2σ
50 / 200 cross
—
—
Trend bias
—
—
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
—
—
Correlation to SPY
—
—
Realised vol 30D
—
Annualised
Market vol 1Y
—
SPY, annualised
Max drawdown 1Y
0.0%
Peak to trough
Max drawdown 5Y
0.0%
Peak to trough
ATR 14
—
Average true range
Beta (reported)
1.06
5Y monthly, from filing
Dividends & splits
Forward rate$0.30 / yr
Forward yield3.75%
5-year avg yield4.82%
Payout ratio49.43%
Ex-dividend dateAug 6, 2026
Next pay date—
Last split5:1
Split dateSep 20, 2022
Headlines
Schroders to expand Hong Kong headcount and investment – report
Private Banker International · 1d ago
Nuveen concludes £9.9bn Schroders acquisition
Private Banker International · 2d ago
Inside Nuveen CEO’s ‘Evolutionary’ M&A Playbook
The Wall Street Journal · 5d ago
Form 8.3
Business Wire · 6d ago
Form 8.3
Business Wire · 6d ago
Nuveen Completes Acquisition of Schroders
PR Newswire · 6d ago
Form 8.3
Business Wire · 7d ago
Form 8.3
Business Wire · 7d ago
PRIVATE STRATEGY · BY QUALIFICATION
The same data. A different seat.
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