Rathbone Group/£RAT
1D1W1MYTD1Y5YMAX
Capital at risk
About Rathbone Group
Rathbone Brothers is a UK-based wealth management company that provides personalized investment and financial planning services. Its core business involves managing private client investment portfolios, offering services such as investment management, tax planning, and trust services. Headquartered in London, the company has a significant presence across the United Kingdom. Rathbone Brothers traces its origins back to 1742, emphasizing its long-standing history in the financial industry. Its competitive strengths lie in its bespoke service offerings and extensive expertise in managing discretionary portfolios, catering primarily to high-net-worth individuals and families.
- Ticker
- £RAT
- Sector
- Finance
- Primary listing
- LSE
- Employees
- 3,300
- Headquarters
- London, United Kingdom
- Website
- www.rathbones.com
Rathbone Group Metrics
BasicAdvanced
£1.6B
14.34
£1.12
0.72
£0.99
6.14%
Price and volume
Market cap
£1.6B
Beta
0.72
52-week high
£24.20
52-week low
£15.80
Average daily volume
82K
Dividend rate
£0.99
Financial strength
Current ratio
1.122
Quick ratio
0.135
Long term debt to equity
0.088
Total debt to equity
0.101
Dividend payout ratio (TTM)
85.79%
Interest coverage (TTM)
3.96%
Profitability
EBITDA (TTM)
311.7
Gross margin (TTM)
96.28%
Net profit margin (TTM)
11.27%
Operating margin (TTM)
24.94%
Effective tax rate (TTM)
26.49%
Revenue per employee (TTM)
£320,000
Management effectiveness
Return on assets (TTM)
2.97%
Return on equity (TTM)
8.97%
Valuation
Price to earnings (TTM)
14.343
Price to revenue (TTM)
1.57
Price to book
1.24
Price to tangible book (TTM)
4.25
Price to free cash flow (TTM)
-26.869
Free cash flow yield (TTM)
-3.72%
Free cash flow per share (TTM)
-0.6
Dividend yield (TTM)
6.14%
Growth
Revenue change (TTM)
7.49%
Earnings per share change (TTM)
89.85%
3-year revenue growth (CAGR)
24.62%
10-year revenue growth (CAGR)
15.68%
3-year earnings per share growth (CAGR)
15.62%
10-year earnings per share growth (CAGR)
3.56%
3-year dividend per share growth (CAGR)
5.57%
10-year dividend per share growth (CAGR)
6.16%
What the Analysts think about Rathbone Group
Analyst ratings (Buy, Hold, Sell) for Rathbone Group stock.
Analyst projections of the future price of Rathbone Group stock.
Bulls say / Bears say
Funds under management and administration rose 10.7% year-on-year to £120.7 billion as at 30 June 2026, reflecting strong asset growth and client appetite. (Reuters)
Underlying profit before tax increased 14.4% year-on-year to £123.2 million in H1 2026, driven by revenue growth outpacing cost increases and yielding a 25.3% operating margin. (Reuters)
Wealth Management net flows in Q2 2026 were positive at £415 million, reversing Q1 outflows and signaling improving new business momentum. (Reuters)
The Group recorded net outflows of £876 million in the six months to 30 June 2026, indicating client withdrawals and pressure on client assets. (Reuters)
Implementation of the FCA Skilled Person Review, including ceasing fees on cash balances from 1 July, is expected to reduce H2 2026 income and operating profit by c.£9 million and lower the underlying margin by 1.3 percentage points. (Reuters)
Following a skilled person review, Rathbones paused onboarding new high-risk clients requiring enhanced due diligence for 12 months, sending its shares down nearly 19% on 16 June 2026. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 23 Aug 2026.
Rathbone Group Financial Performance
Revenues and expenses
Rathbone Group Earnings Performance
Company profitability
Upcoming events
Funds containing Rathbone Group
AllGBPEURUSD
Fund name | Fund size | £RAT weighting |
|---|---|---|
Vanguard FTSE 250£VMID | £1.6B | 0.31% |
iShares FTSE 250£MIDD | £661M | 0.30% |
iShares Ageing Population€AGED | €822M | 0.11% |
Xtrackers MSCI Europe Small Cap€DX2J | €3.2B | 0.08% |
Xtrackers MSCI Europe Small Cap£XXSC | £2.8B | 0.08% |
Latest price is delayed by 15 minutes. Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by London Stock Exchange, through Infront.