Stock Markets July 30, 2026 05:02 AM

Schroders H1 Profits Surge 46% as Assets Reach Record £867.8bn Despite Client Outflows

Cost cuts, market and FX tailwinds lift revenue and operating leverage; proposed Nuveen tie-up remains subject to regulatory sign-off

By Maya Rios
Share
Twitter Reddit Facebook LinkedIn

Schroders PLC reported first-half adjusted operating profit of £459.8 million, beating consensus, as adjusted net operating income climbed 17% to £1.42 billion and assets under management rose to a record £867.8 billion. The results mask ongoing net client outflows totaling £4.2 billion, including a £6.6 billion institutional redemption, even as management said flow momentum improved in the second quarter and fundraising at Schroders Capital accelerated. The planned combination with Nuveen is still on track to close in the fourth quarter, pending regulatory approvals.

Schroders H1 Profits Surge 46% as Assets Reach Record £867.8bn Despite Client Outflows
Summarize with
ChatGPT Perplexity Claude Grok Gemini

Key Points

  • Adjusted operating profit of £459.8 million beat the S&P Global Visible Alpha consensus of £388.2 million.
  • Assets under management rose 12% to a record £867.8 billion, supporting a 17% increase in adjusted net operating income to £1.42 billion.
  • Net client outflows persisted at £4.2 billion, including a £6.6 billion low-margin institutional redemption, though flow momentum improved in Q2 with stronger fundraising at Schroders Capital and wealth management.

Schroders PLC reported a stronger-than-expected first-half performance, with adjusted operating profit of £459.8 million, comfortably ahead of the S&P Global Visible Alpha consensus of £388.2 million. The firm said adjusted net operating income rose 17% year-on-year to £1.42 billion, topping analysts' expectations of £1.33 billion.

The company attributed the improvement to a combination of factors: higher assets under management, favourable movements in markets and foreign exchange, and ongoing savings from its cost transformation programme. Schroders said these elements combined to deliver stronger operating leverage that lifted revenue in the period.

Assets under management increased 12% from a year earlier to a record £867.8 billion, a level the group said was supported by favourable markets, foreign exchange and investment performance. Despite that increase, the business continued to see net client outflows of £4.2 billion in the half, a figure that includes a single £6.6 billion low-margin institutional redemption. On a basis that excludes joint ventures and associates, net outflows totaled £8.3 billion.

Management highlighted that underlying flow momentum showed signs of improvement through the second quarter. Fundraising activity accelerated at Schroders Capital and the wealth management unit posted stronger net new business during the quarter, the company said.

In market trading, Schroders shares were broadly flat in London on the announcement, lagging modest gains in the wider FTSE 100, which rose 0.4% on the day.

The group reiterated that its proposed combination with Nuveen remains on track to complete in the fourth quarter, while emphasising that the transaction remains subject to regulatory approvals.


Taken together, the results present a mix of robust profitability and operating leverage alongside persistent client redemption activity. The company has been able to leverage market and currency movements and a record asset base to drive revenue growth, even as it manages the implications of sizable outflows and works through its strategic transaction timetable.

Risks

  • The proposed combination with Nuveen is subject to regulatory approvals, creating timing and execution uncertainty for the planned transaction - impacts the asset management and financial services sectors.
  • Continued net client outflows, including a large £6.6 billion institutional redemption, pose a risk to revenue stability and fee income - affects asset management and institutional investment segments.
  • Revenue gains have been supported by market and foreign exchange movements, making results sensitive to market and currency fluctuations - relevant to investment performance and asset-driven income across the financial sector.

More from Stock Markets

Colliers International Shares Jump After Q2 2026 Beat and Unchanged Guidance Jul 30, 2026 Mastercard Q2 Profit Climbs as Steady Consumer Spending Keeps Transactions Rising Jul 30, 2026 Nuclear Concentration or Broad-Spectrum Capacity - Choosing Between CEG and VST for AI-Era Power Jul 30, 2026 Leonardo DRS Pops After Strong Q2 Results and Raft Acquisition Announcement Jul 30, 2026 Mastercard Shares Jump After Strong Q2 Results and Supportive Analyst Calls Jul 30, 2026