Key Takeaways
- Citigroup reiterated its ‘Buy’ rating on Schroders (OTCPK:SHNWF).
- The average one-year price target for Schroders suggests a potential upside of 21.69%.
- Institutional fund sentiment shows an increase in ownership positions, though total shares owned by institutions have decreased recently.
- Several major funds have reduced their holdings in Schroders over the last quarter.
Citigroup Maintains ‘Buy’ on Schroders
On October 24, 2025, Citigroup reconfirmed its ‘Buy’ recommendation for Schroders (OTCPK:SHNWF), according to Fintel data. This reiteration signals continued confidence from the financial institution in the company’s prospects.
Analyst Price Forecast Points to Significant Upside
As of September 13, 2025, the analyst community has established an average one-year price target of $5.79 per share for Schroders. This forecast represents a notable potential upside of 21.69% when compared to its last reported closing price of $4.76 per share.
💡 The price targets provided by analysts range from a low of $4.69 to a high of $7.10, indicating a varied but generally optimistic outlook.
Schroders Financial Projections
Current projections indicate an anticipated annual revenue of $2,735 million for Schroders, a figure representing an 11.08% decrease. The projected non-GAAP earnings per share (EPS) stands at $0.41.
Institutional Fund Activity and Sentiment
📍 Schroders is currently held by 230 funds or institutions, marking an increase of 7 owners or 3.14% in the last quarter. The average portfolio weight allocated to SHNWF across all funds stands at 0.10%, an increase of 8.61%.
📊 Despite the increase in the number of funds holding positions, the total number of shares owned by institutions saw a decrease of 6.74% over the past three months, now totaling 140,136,000 shares.
Key Shareholder Movements
Several significant institutional investors have adjusted their stakes in Schroders recently:
- Oakmark International Fund Investor Class (OAKIX): Holds 48,170,000 shares, representing 3.07% ownership. This is a decrease of 9.43% in shares held compared to the previous filing, with a 7.29% reduction in portfolio allocation to SHNWF.
- Vanguard Total International Stock Index Fund Investor Shares (VGTSX): Holds 10,704,000 shares, comprising 0.68% ownership. The fund reported a decrease of 10.34% in shares held and a 1.72% reduction in its allocation to SHNWF over the last quarter.
- Brighthouse Funds Trust I – Harris Oakmark International Portfolio: Owns 7,008,000 shares, accounting for 0.45% ownership. This position reflects a 14.69% decrease in shares held and an 8.59% decrease in portfolio allocation to SHNWF.
- Vanguard Developed Markets Index Fund Admiral Shares (VTMGX): Holds 6,684,000 shares, representing 0.43% ownership. The fund reduced its holdings by 11.42% and decreased its portfolio allocation in SHNWF by 12.95% over the last quarter.
- iShares Core MSCI EAFE ETF (IEFA): Holds 5,172,000 shares, equating to 0.33% ownership. While shares held decreased by 2.71%, the fund increased its portfolio allocation in SHNWF by 7.33% this past quarter.
Analyst Outlook Summary
Citigroup’s reiteration of a ‘Buy’ rating on Schroders, coupled with a price target indicating significant potential upside, suggests a positive outlook from this analyst. While revenue projections show a slight decrease, the market sentiment among institutional investors is mixed, with an increase in the number of funds holding positions but a reduction in overall institutional share ownership.