Asset Management and Financial Advisory

Rathbone Brothers Plc

Jefferies analyst maintains Rathbones Group 'sell' rating, sets target price at £1,850

Rathbones Group PLC has reported share transactions by executives under its Share Incentive Plan, with CEO Jonathan Sorrell and CFO Iain Hooley acquiring shares at £19.72 each. This reflects ongoing alignment between management and shareholders. The latest analyst rating for Rathbones stock (GB:RAT) is a Sell with a £1850.00 price target, while Spark's AI Analyst rates it as Outperform due to solid financial performance despite cash-flow volatility. Rathbones is a UK-based wealth management firm focused on long-term portfolio management.

Tip Ranks

Rathbones Executives Increase Holdings Through Share Incentive Plan

Rathbones Group PLC's AGM approved most resolutions, including a 68p final dividend and director elections, but rejected two special resolutions to disapply pre-emption rights, failing to achieve the required 75% supermajority. Shareholder concerns over potential dilution were evident, prompting the board to engage with investors and provide updates in line with UK governance guidelines. The latest analyst rating for Rathbones stock is a Sell with a £1850.00 price target, while TipRanks’ AI Analyst rates it as Outperform, citing solid financial performance but mixed technicals.

Rathbones AGM Backs Dividend and Board, But Rejects Pre-Emption Waivers

Jefferies analyst Julian Roberts has maintained a Sell rating on Rathbones Group PLC, setting a price target of £1,850.00. The general analyst consensus for Rathbones is a Hold rating, with an average price target of £2,262.50. Roberts has an average return of 2.8% and a 55.75% success rate on his stock recommendations, focusing on the Financial sector.

Jefferies Remains a Sell on Rathbones Group PLC (RAT)

SREI

Form 8.3 disclosure by Rathbones Group Plc regarding interests in LondonMetric Property Plc and Schroder Real Estate Investment Trust Limited. Rathbones holds 3.63% of LondonMetric and 4.01% of Schroder REIT. Recent dealings include multiple sales and purchases of LondonMetric shares, with a total of 85,177,312 shares owned and 19,643,907 shares of Schroder REIT. No indemnity or other dealing arrangements were reported. The disclosure is in compliance with Rule 8.3 of the Takeover Code, dated 21/04/2026.

GlobeNewswire

Schroder Real Estate Investment Trust Ltd

LondonMetric Property Plc

Form 8.3 - LondonMetric Property Plc & Schroder REIT Limited

Rathbones Group Plc disclosed an opening position in Advanced Medical Solutions Group plc, holding 14,494,709 shares, representing 6.59% of the company's relevant securities. The disclosure was made under Rule 8.3 of the Takeover Code, with no other parties involved in the offer. The position was held as of April 17, 2026, and the disclosure was made on April 20, 2026. No additional agreements or arrangements were reported.

Advanced Medical Solutions Group plc

Form 8.3 - Advanced Medical Solutions Group

BLND

Rathbones Group Plc disclosed an opening position in British Land Co plc, holding 342,169 shares, representing 0.03% of the company's relevant securities. The disclosure was made under Rule 8.3 of the Takeover Code, with the latest position held on 16/04/2026. Additionally, Rathbones sold 3,575 ordinary shares at a price of 401.1659p. No other agreements or arrangements related to the securities were reported. The disclosure was made on 17/04/2026 by Michaela Skinner from the Compliance Department.

British Land Company PLC

Form 8.3 British Land Co plc

Rathbones Group PLC increased its stake in Novo Nordisk A/S by 79.0% in Q4, acquiring an additional 32,270 shares, bringing its total to 73,138 shares valued at $3.72 million. Other institutional investors also adjusted their holdings. Novo Nordisk's stock opened at $36.91, with a market cap of $164.78 billion. The company reported earnings of $1.01 per share, exceeding estimates, and announced a dividend of $1.2751 per share, yielding 723.0%. Positive sentiment surrounds the launch of higher-dose Wegovy and ongoing share repurchase programs.

Market Beat

Novo Nordisk AS

Rathbones Group PLC Buys 32,270 Shares of Novo Nordisk A/S $NVO

Rathbones Group Plc disclosed an opening position in Picton Property Income Limited, holding 37,168,607 NPV Ordinary Shares, representing 7.23% of the company. The disclosure includes details of recent transactions, with sales of 15,250, 18,500, 9,000, and 6,200 shares at varying prices, and a purchase of 6,200 shares. The disclosure is in compliance with Rule 8.3 of the Takeover Code, and no additional agreements or arrangements were reported. The disclosure was made on 07/04/2026 by Chinwe Enyi from the Compliance Department.

Form 8.3 - Picton Property Income Limited

Life Science REIT Plc received a public opening position disclosure from Rathbones Group Plc, indicating that they hold 2.40% of the company's relevant securities, totaling 8,426,371 shares. The disclosure includes details of recent transactions, including the sale and purchase of 20,000 ordinary shares at a price of 39.45p each. The disclosure was made on April 2, 2026, and no additional agreements or arrangements were reported.

Form 8.3 Life Science REIT Plc

RUKL

RUKS

Investment in UK businesses from overseas has decreased significantly, with a 36% drop in funds raised since 2021, according to Rathbones. The number of deals involving UK companies with international founders fell to its lowest since 2020, raising concerns about the UK's attractiveness for global talent. Factors such as rising interest rates and changes in tax regimes have contributed to this decline, prompting many entrepreneurs to relocate to countries like the UAE and Spain. The trend highlights the need for the UK to remain competitive in the global market.

Rathbone Brothers Plc(RAT.UK)