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Rothschild & Co — Investor Relations & Filings

Ticker · ROTH ISIN · FR0000031684 LEI · 549300ILF3L0BBIDPZ11 PA Financial and insurance activities
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Filings indexed 548 across all filing types
Latest filing 2022-02-28 Earnings Release
Country FR France
Listing PA ROTH

About Rothschild & Co

https://www.rothschildandco.com/en/

Rothschild & Co is a global and independent financial services group with four market-leading business divisions: Global Advisory, Wealth Management, Asset Management, and Merchant Banking. The firm provides a broad range of services, including M&A and strategic advisory, financing advisory, and restructuring for corporations, financial institutions, and governments. Its Wealth and Asset Management divisions offer bespoke investment solutions and advisory services to institutional clients, families, entrepreneurs, and foundations. The Merchant Banking division is the investment arm of the group, managing a series of funds dedicated to private equity and private debt. With a history spanning over 200 years, the firm leverages its global network to offer a distinct, long-term perspective to its clients.

Recent filings

Filing Released Lang Actions
Communiqué de presse - Résultats annuels 2021
Earnings Release Classification · 99% confidence The document is titled "Communiqué de presse - Résultats annuels 2021" (Press Release - Annual Results 2021) and presents detailed financial figures for the full year 2021, including revenue, net income, EPS, and segment performance (Conseil financier, Banque privée et gestion d'actifs, Merchant Banking). It explicitly states the results reviewed by the Supervisory Board on February 28, 2022, and includes a summary consolidated income statement. This content structure—a press release summarizing full-year financial performance—is characteristic of an Earnings Release (ER), which typically precedes or accompanies the full Annual Report (10-K). Since it focuses on the *release* of the annual results with key highlights and commentary, it fits the definition of an Earnings Release (ER) better than the comprehensive 10-K, which is a formal SEC filing. It is not a short announcement of a report (RPA/RNS) because it contains substantial financial detail and management commentary, making it the primary results announcement. FY 2021
2022-02-28 French
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is dated February 7, 2022, and explicitly provides an 'Information on the total number of voting rights and shares' as of January 31, 2022. It details the 'Number of theoretical voting rights' and 'Number of exercisable voting rights'. This content directly relates to the calculation and announcement of voting rights associated with the company's shares, which aligns perfectly with the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA). It is not an AGM presentation, a full annual report, or a simple dividend notice.
2022-02-07 English
Informations relatives au nombre total de droits de vote et d’actions
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is dated February 7, 2022, and is titled "Informations relatives au nombre total de droits de vote et d'actions" (Information relating to the total number of voting rights and shares). It explicitly references French commercial code (L. 233-8 II du Code de commerce) and AMF regulations (223-16 du Règlement général de l'Autorité des marchés financiers). The core content is a table detailing the number of shares and the total theoretical and exercisable voting rights as of January 31, 2022. This type of mandatory disclosure regarding the total share capital and voting rights structure is a specific regulatory filing, often related to capital structure changes or mandatory periodic updates. It is not a full Annual Report (10-K), an Earnings Release (ER), or a Dividend Notice (DIV). Given the specific nature of reporting total voting rights, it fits best under Capital/Financing Update (CAP) or potentially a general Regulatory Filing (RNS). However, since it directly concerns the capital structure (number of shares and voting rights), CAP is a strong candidate. If a more specific category existed for 'Total Voting Rights Disclosure', that would be ideal. Comparing the provided definitions, 'CAP' (Capital/Financing Update) covers capital structure changes, which this disclosure directly relates to. Alternatively, since it is a mandatory regulatory disclosure not covered by other specific codes, RNS (Regulatory Filings) is the fallback. Given the focus on the number of shares and voting rights, CAP seems slightly more precise than the general RNS, although these disclosures often fall under general regulatory reporting. Let's re-evaluate the options. This is a mandatory disclosure of the total number of shares and voting rights, which is a fundamental aspect of capital structure. I will classify it as CAP, as it directly impacts the capital structure information disclosed to the market.
2022-02-07 French
Half-year liquidity contract statement for Rothschild & Co
Transaction in Own Shares Classification · 100% confidence The document is a 'Half-year liquidity contract statement' for Rothschild & Co, which details the company's share buyback and sell-side transactions over a specific period. This type of disclosure, which reports on the company's own share transactions under a liquidity agreement, falls under the category of 'Transaction in Own Shares' (POS). H2 2021
2022-01-10 English
Bilan semestriel du contrat de liquidité de Rothschild & Co
Capital/Financing Update Classification · 99% confidence The document is titled "Bilan semestriel du contrat de liquidité de Rothschild & Co" (Semi-annual balance sheet of the Rothschild & Co liquidity contract) and provides detailed transaction data (purchases and sales) for the 2nd semester of 2021 and the 1st semester of 2021, along with the current holdings as of December 31, 2021. This content relates to the management of the company's own shares under a liquidity agreement, which falls under the category of share repurchase/issuance activity. Reviewing the definitions: - 10-K/IR: Not a full annual or interim financial report. - ER/MDA: Not an earnings release or management discussion. - DIV/SHA: Not a standard dividend notice or general capital change. - POS (Transaction in Own Shares): This category covers 'Report of the company buying back or selling its own shares (share repurchase/issuance).' Liquidity contracts are mechanisms for managing share buybacks/sales. This is the most specific and accurate fit for a report detailing the activity of a liquidity contract. Therefore, the document is classified as a Transaction in Own Shares report.
2022-01-10 French
Information on the total number of voting rights and shares
Share Issue/Capital Change Classification · 95% confidence The document is dated January 7, 2022, and explicitly provides an 'Information on the total number of voting rights and shares' as of December 31, 2021. It references French regulatory articles (Articles L. 233-8 II of the French Commercial Code and 223-16 of the Autorité des marchés financiers General Regulation). This type of mandatory periodic disclosure detailing the total number of shares and voting rights falls under regulatory reporting concerning share capital structure and ownership transparency. Among the provided codes, 'SHA' (Share Issue/Capital Change) is the closest fit as it relates directly to the number of shares outstanding, although 'RNS' (Regulatory Filings) is also a possibility for general regulatory disclosures. However, since the core content is the calculation and reporting of the total number of shares and voting rights, which directly impacts capital structure reporting, SHA is the most specific classification.
2022-01-07 English

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