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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 2023-09-12 Delisting Announcement
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
Résultat de l’offre publique d’achat simplifiée visant les actions Rothschild & Co
Delisting Announcement Classification · 99% confidence The document is a 'COMMUNIQUE DE PRESSE' (Press Release) detailing the final results of a simplified tender offer ('offre publique d'achat simplifiée') for Rothschild & Co shares by Concordia. The key outcome is that the concert (Concordia and associated parties) has crossed the 90% threshold, enabling a mandatory squeeze-out procedure ('retrait obligatoire'). This document announces the outcome of a major corporate transaction involving share ownership thresholds and subsequent mandatory buyouts, which falls under the category of M&A Activity (Takeover/Merger Activity). While it is a press release, its core subject matter is the successful completion of a takeover bid, making 'TAR' (M&A Activity) the most specific classification, rather than a general 'RPA' or 'RNS'. The document is short and serves as an announcement of a transaction result.
2023-09-12 French
Result of the simplified tender offer for Rothschild & Co’s shares
Delisting Announcement Classification · 99% confidence The document is a press release detailing the final results of a simplified tender offer for Rothschild & Co's shares, which resulted in the acquirer crossing the 90% threshold. The key outcome mentioned is the intention to implement a mandatory delisting of the shares. This document relates directly to a significant change in share ownership structure and the subsequent action of delisting the stock from the exchange. While it involves share transactions (POS) and major shareholding changes (MRQ), the ultimate consequence announced—the mandatory delisting—is the most specific and significant event described. Therefore, the 'Delisting Announcement' (DLST) category is the most appropriate fit, as the document serves as the official notification that the delisting process will commence based on the tender offer results.
2023-09-12 English
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Information on the total number of voting rights and shares' and explicitly references French Commercial Code and AMF (Autorité des marchés financiers) regulations. It provides a table detailing the 'Number of shares' and 'Total number of voting rights' as of a specific date (08/09/2023). This content directly relates to the official disclosure of voting rights and share capital structure, which falls under the category of Declaration of Voting Results & Voting Rights Announcements (DVA). It is not an AGM presentation, a full annual report (10-K), or a general earnings release (ER).
2023-09-11 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 a 'COMMUNIQUE DE PRESSE' (Press Release) dated September 11, 2023, providing information regarding the total number of voting rights and shares ('Informations relatives au nombre total de droits de vote et d'actions'). It explicitly references French regulatory articles (Code de commerce and AMF General Regulation) and presents a table detailing the number of shares and theoretical/exercisable voting rights as of a specific date (08/09/2023). This type of periodic disclosure concerning share capital structure and voting rights is a standard regulatory requirement, often related to major shareholding notifications or general corporate updates. Given the options, it most closely aligns with a notification about changes in share ownership or capital structure, which falls under Major Shareholding Notification (MRQ) or, if it's a general regulatory disclosure not fitting elsewhere, Regulatory Filings (RNS). Since it specifically details voting rights and share counts, MRQ is a strong candidate, but it is also a general regulatory announcement. Comparing the definitions, it is not a DVA (Declaration of Voting Results), but rather a statement of the current count. It is a specific regulatory disclosure. Given the context of French regulations and the nature of the data (total voting rights), this is a mandatory periodic filing. It is not a full report (10-K, IR) and is not an announcement of a report (RPA). It is a specific regulatory update. I will classify it as Major Shareholding Notification (MRQ) as these disclosures often trigger reporting thresholds or are required periodically based on share structure changes, or RNS as a general regulatory filing. Since the content is a direct regulatory disclosure about share structure, MRQ is more specific than RNS. However, if we look closely at the definitions, MRQ is for 'Notification of changes in significant share ownership levels (crossing thresholds)'. This document states the total count, which is often done periodically regardless of crossing a threshold, making it a general regulatory filing. I will lean towards RNS as the most appropriate general regulatory disclosure category when a more specific one (like DVA for results) doesn't perfectly fit the periodic nature of this specific data point, although MRQ is plausible.
2023-09-11 French
Franchissement de seuil
Major Shareholding Notification Classification · 99% confidence The document is titled "Déclaration de franchissement de seuil (article L. 233-7 du code de commerce)" which translates to "Declaration of crossing a threshold (Article L. 233-7 of the Commercial Code)". This type of filing in France (AMF regulated) reports changes in significant shareholdings or voting rights, often when an investor or concert group crosses specific statutory thresholds (like 5%, 10%, 15%, etc.). The content details the exact number of shares and voting rights held by a concert group (Rothschild & Co Concordia and associated parties) and explicitly states a crossing of the 2/3 threshold. This directly corresponds to the definition of a Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels crossing thresholds.
2023-09-11 French
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Information on the total number of voting rights and shares' and explicitly references French Commercial Code and AMF (Autorité des marchés financiers) regulations. It provides a table detailing the number of shares and the total number of theoretical and exercisable voting rights as of a specific date (05/09/2023). This content directly relates to the official declaration of voting rights and share structure, which aligns precisely with the definition for 'Declaration of Voting Results & Voting Rights Announcements' (DVA). It is not an AGM presentation, a full annual report, or a simple dividend notice.
2023-09-06 English

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