About Schroders plc (SDR)
Schroders plc is a Asset Management company operating in the Financial Services sector. The company is headquartered in London, United Kingdom. SDR has been publicly traded since 1988, giving it 38+ years of trading history.
Schroders plc (SDR) has been publicly traded since 1988, making it a 38-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in London, United Kingdom and employs approximately 5,717 people. With a market capitalization of £8.8 billion, SDR is a mid-sized company with growth potential.
SDR trades on the London Stock Exchange and is classified as a mid-cap-cap stock with a market capitalization of approximately £8.8 billion. The company employs approximately 5,717 people worldwide.
Key Statistics
- Current Price
- £570.50
- Market Cap
- £8.85B
- 52-Week High
- £599.50
- 52-Week Low
- £283.40
- Sector
- Financial Services
- Industry
- Asset Management
SDR Investment Performance
SDR has gained 40.2% year-to-date in 2026. Over the past 5 years, a £1,000 investment in SDR would have grown to £976, representing a -2.4% total return. Since its IPO in 1988, a £1,000 investment would now be worth £1,471,202.
£1,000 Invested in Schroders plc (SDR)
How much would £1,000 invested in SDR be worth today?
What would £1,000 invested in SDR 1 year ago be worth today?
A £1,000 investment in Schroders plc (SDR) in 2025 would be worth £1,486 as of March 2026, representing a +48.6% total return.
What would £1,000 invested in SDR 3 years ago be worth today?
A £1,000 investment in Schroders plc (SDR) in 2023 would be worth £1,296 as of March 2026, representing a +29.6% total return.
What would £1,000 invested in SDR 5 years ago be worth today?
A £1,000 investment in Schroders plc (SDR) in 2021 would be worth £976 as of March 2026, representing a -2.4% total return.
What would £1,000 invested in SDR 10 years ago be worth today?
A £1,000 investment in Schroders plc (SDR) in 2016 would be worth £1,242 as of March 2026, representing a +24.1% total return.
What would £1,000 invested in SDR at IPO be worth today?
A £1,000 investment in Schroders plc (SDR) at IPO would be worth £1,471,202 as of March 2026, representing a +147020.2% total return.
Monthly Returns Heatmap
Over the past 37+ years (452 months), Schroders plc (SDR) has averaged a monthly return of +3.02% with a median return of +0.65%. The stock had 239 positive months (53%) and 208 negative months (46%). The best month in SDR's history was May 1990 with a +323.8% return, while the worst was September 1998 at -35.7%. Historically, May tends to be the strongest month (averaging +17.2%), and June the weakest (-3.4%).
SDR's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 6 consecutive months of losses. The best full year was 1993 with a cumulative return of +384.2%, and the worst was 2002 at -41.5%.
Annual Returns
Over 38 years of trading history, Schroders plc (SDR) has delivered an average annual return of +43.49% with a median return of +17.00%. The compound annual growth rate (CAGR) is +21.22%. The stock posted gains in 29 years (76%) and losses in 9 years (24%).
SDR's best year was 1993 with a +720.00% gain, while the worst was 2002 at -40.70%. The longest streak of consecutive positive years was 9, and the longest losing streak was 3 years. SDR achieved double-digit gains (10%+) in 23 years. It suffered double-digit losses in 8 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | +40.21% | £406.90 | £570.50 |
| 2025 | +25.84% | £323.33 | £406.90 |
| 2024 | -24.68% | £429.30 | £323.33 |
| 2023 | -1.35% | £435.18 | £429.30 |
| 2022 | -27.93% | £603.83 | £435.18 |
| 2021 | +6.72% | £565.82 | £603.83 |
| 2020 | +0.13% | £565.07 | £565.82 |
| 2019 | +36.53% | £413.88 | £565.07 |
| 2018 | -30.49% | £595.46 | £413.88 |
| 2017 | +17.31% | £507.58 | £595.46 |
| 2016 | +0.77% | £503.69 | £507.58 |
| 2015 | +10.83% | £454.49 | £503.69 |
| 2014 | +3.41% | £439.48 | £454.49 |
| 2013 | +54.13% | £285.14 | £439.48 |
| 2012 | +28.35% | £222.17 | £285.14 |
| 2011 | -29.15% | £313.55 | £222.17 |
| 2010 | +39.51% | £224.76 | £313.55 |
| 2009 | +55.08% | £144.93 | £224.76 |
| 2008 | -34.08% | £219.85 | £144.93 |
| 2007 | +16.69% | £188.40 | £219.85 |
| 2006 | +17.50% | £160.34 | £188.40 |
| 2005 | +26.53% | £126.72 | £160.34 |
| 2004 | +18.87% | £106.61 | £126.72 |
| 2003 | +23.72% | £86.17 | £106.61 |
| 2002 | -40.70% | £145.32 | £86.17 |
| 2001 | -34.73% | £222.66 | £145.32 |
| 2000 | +6.03% | £209.99 | £222.66 |
| 1999 | +13.60% | £184.86 | £209.99 |
| 1998 | -13.98% | £214.89 | £184.86 |
| 1997 | +26.28% | £170.17 | £214.89 |
| 1996 | +10.76% | £153.64 | £170.17 |
| 1995 | +280.13% | £40.42 | £153.64 |
| 1994 | +7.11% | £37.73 | £40.42 |
| 1993 | +720.00% | £4.60 | £37.73 |
| 1992 | +27.38% | £3.61 | £4.60 |
| 1991 | +49.08% | £2.42 | £3.61 |
| 1990 | +240.89% | £0.71 | £2.42 |
| 1989 | +86.42% | £0.38 | £0.71 |
SDR Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Schroders plc as an investment
Valuation
SDR currently trades at a trailing P/E ratio of 16.8, which is considered moderate relative to the broader market. The forward P/E of 13.8 suggests analysts expect earnings to be lower in the coming year. The price-to-book ratio stands at 203.4. The price-to-sales ratio is 2.6.
Dividends
Schroders plc pays a dividend to shareholders with a current yield of 3.77%. This translates to £0.22 per share annually. The payout ratio of 64% indicates moderate dividend coverage.
Risk & Volatility
SDR has a beta of 1.23, indicating it is significantly more volatile than the overall market. The stock's 52-week range is £283.40 to £599.50, and it currently trades near its 52-week high.
Analyst Ratings
Based on 12 analyst opinions, SDR has a consensus "none" rating. The average price target of £524.86 suggests 8.0% downside from current levels.
Frequently Asked Questions: SDR
What sector is SDR in? ▼
SDR operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has SDR performed historically? ▼
Over 38 years of trading history, SDR has posted gains in 29 years (76% of the time). The best year was 1993 with a +720.0% return. Past performance does not guarantee future results.
How can I invest in SDR? ▼
You can invest in SDR through any brokerage account that offers access to the London Stock Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold SDR.
Does SDR pay dividends? ▼
Schroders plc pays a dividend to shareholders with a current yield of 3.77%. This translates to £0.22 per share annually. The payout ratio of 64% indicates moderate dividend coverage.
What does Schroders plc do? ▼
Schroders plc is a Asset Management company operating in the Financial Services sector. The company is headquartered in London, United Kingdom.
What sector is SDR in? ▼
SDR operates in the Financial Services sector, specifically in the Asset Management industry.
When did SDR go public? ▼
Schroders plc went public in 1988, making it a 38-year-old public company as of 2026.
How much would £1,000 invested in SDR 5 years ago be worth today? ▼
A £1,000 investment in SDR five years ago would be worth approximately £976 today, representing a -2.4% return.
Does SDR pay dividends? ▼
Yes, Schroders plc pays a dividend with a current yield of 3.77%, which is £0.22 per share annually.
What is SDR's market cap? ▼
Schroders plc has a market capitalization of £8.8 billion, classifying it as a mid-cap company.
What is SDR's P/E ratio? ▼
SDR has a trailing P/E ratio of 16.8 and a forward P/E of 13.8, which measures how much investors are paying per dollar of earnings.
Is SDR a buy, hold, or sell? ▼
Based on 12 opinions, SDR has a consensus "none" rating. The average price target is £524.86.
Last updated: 3/14/2026