RBC raises Rathbones stock rating, targets GBP20.00

Published 02/04/2025, 07:42
RBC raises Rathbones stock rating, targets GBP20.00

On Wednesday, RBC Capital Markets adjusted their stance on Rathbones Group PLC (RAT:LN) (OTC: RTBBF), elevating the stock from ’Sector Perform’ to ’Outperform’. Accompanying this upgrade, the firm also increased the price target for the company’s shares to GBP20.00, up from the previous target of GBP18.50. According to InvestingPro data, the company maintains strong fundamentals with a 96.6% gross profit margin and an overall financial health score rated as "GOOD."

The upgrade by RBC Capital comes as Rathbones nears the completion of integrating Investec (LON:INVP) Wealth’s operations. RBC Capital analysts believe that the full realization of the financial advantages from this deal positions Rathbones as a robust full-service wealth manager with significant scale. The company’s recent performance supports this view, with revenue growing 49.5% over the last twelve months.

The recent appointment of new leadership is also seen as a positive development. Analysts at RBC Capital suggest that this change at the helm could lead to further strategic advancements, enhancing the company’s ability to achieve its organic growth potential.

The analysts further noted that Rathbones is currently trading at a substantial discount compared to its peers. This is in spite of Rathbones demonstrating stronger near-term growth prospects. Moreover, RBC Capital anticipates that Rathbones will offer leading capital returns in the sector, projecting returns of 21% of market cap over FY25-27E. InvestingPro analysis reveals the company has maintained dividend payments for 34 consecutive years, with a healthy five-year average dividend yield of 5%. Get access to more exclusive financial metrics and 12+ additional ProTips by subscribing to InvestingPro.

In their commentary, RBC Capital highlighted the attractive investment opportunity Rathbones presents. "As full integration of Investec Wealth nears, and the financial benefits of the deal fully accrue, RAT is a full-service wealth manager operating at scale," the analysts remarked. They added, "Timely arrival of new management offers an opportunity for further strategic progression, to ensure the enlarged franchise achieves its organic growth potential. RAT is trading at a material discount to peers (despite stronger near-term growth) and offers sector leading capital returns (we expect 21% of market cap over FY25-27E). We see a compelling value opportunity and upgrade to Outperform."

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