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RBC Capital notes Schroders stable fee margin driving stock outlook

EditorEmilio Ghigini
Published 08/05/2024, 03:05 AM
SDR
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On Monday, RBC Capital adjusted its price target for Schroders Plc (LON:SDR:LN) (OTC: SHNWF), a global asset management company, to £3.55 from the previous target of £3.65, while reaffirming a Sector Perform rating on the stock. The revision reflects a more tempered view on the firm's prospective earnings, despite recognizing potential cost base flexibility.

The analyst from RBC Capital offered insights into the updated forecast, noting an expectation for a flat half-on-half fee margin for the second half of 2024 and acknowledging the possibility for further flexibility in the cost structure of Schroders. This flexibility is seen as a mitigating factor for previously held concerns regarding operating earnings.

In light of these considerations, RBC Capital has made slight revisions to its operating profit forecasts for Schroders for the fiscal years 2024 through 2026. The forecast adjustments are a decrease of 4% for FY24, no change for FY25, and an increase of 1% for FY26. However, these modest changes to operating profit expectations are contrasted by a downward revision in net earnings estimates.

The net earnings estimates have been negatively impacted by a higher corporate tax rate, leading to a reduction of 9% for FY24, 4% for FY25, and 2% for FY26. This adjustment in tax rate expectations has been cited as a key factor in the reduction of Schroders' price target.

RBC Capital's new price target of 355 pence represents a slight decrease from the previous target of 365 pence. The firm's Sector Perform rating indicates that the analyst views Schroders' stock performance as likely to be in line with the average returns of the sector over the next 12 months.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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