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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 2023-08-04 Interim / Quarterly Rep…
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
Half-year Financial Report 2023
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Half-year Financial Report 30 June 2023' and contains comprehensive financial statements, including a consolidated balance sheet, income statement, cash flow statement, and notes to the financial statements for the six-month period. It also includes a management activity report and an auditor's review report. This fits the definition of an Interim/Quarterly Report (IR) as it provides substantive financial data for a period shorter than a full fiscal year. H2 2023
2023-08-04 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 the 'Total number of voting rights' (theoretical and exercisable) as of a specific date (31/07/2023). This content directly relates to the official disclosure of voting rights structure, which aligns best with the Declaration of Voting Results & Voting Rights Announcements category (DVA). It is not an AGM presentation, a full annual report (10-K), or a general earnings release (ER).
2023-08-04 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 August 4, 2023, providing information regarding the total number of voting rights and shares as of July 31, 2023. 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). This type of regular disclosure concerning the total number of shares and voting rights is a mandatory regulatory filing in many jurisdictions, often related to capital structure transparency. While it is a specific type of regulatory update, it does not fit perfectly into the defined categories like DIV (dividend), SHA (share issue), or POS (transaction in own shares). It is a routine disclosure about the current capital structure and voting rights count. Given the options, 'Regulatory Filings' (RNS) serves as the best general category for mandatory, periodic regulatory disclosures that don't match a more specific financial event code. The document length is short (1961 chars), but it is the primary content, not an announcement of another report.
2023-08-04 French
Half-year results 2023: robust performance in a more challenging environment
Interim / Quarterly Report Classification · 100% confidence The document is a comprehensive 'Half Year 2023 Results' report for Rothschild & Co. It contains detailed financial statements, including a consolidated income statement, business segment analysis (Global Advisory, Wealth and Asset Management), and management commentary on performance. It is not a short announcement (it is over 67,000 characters) and provides substantive financial data, which distinguishes it from a simple press release or report publication announcement. Therefore, it is classified as an Interim/Quarterly Report. H2 2023
2023-08-03 English
Résultats semestriels 2023 : Performance robuste dans un environnement plus difficile
Interim / Quarterly Report Classification · 100% confidence The document is a detailed financial report titled 'RÉSULTATS SEMESTRIELS 2023' (Half-Year Results 2023) for Rothschild & Co. It contains comprehensive financial statements, including a consolidated income statement, revenue breakdowns by business segment (Financial Advisory, Private Banking, Asset Management), and management commentary on performance. It is not a mere announcement (RPA) as it provides substantive financial data and analysis for the six-month period ending June 30, 2023. Therefore, it is classified as an Interim/Quarterly Report. H2 2023
2023-08-03 French
Update on the simplified tender offer: ownership of Concordia and the Concert
M&A Activity Classification · 100% confidence The document is a press release dated July 31, 2023, providing an update on a 'simplified tender offer' for Rothschild & Co shares initiated by Concordia. It details the current ownership levels, the conclusion of call/put options, the number of shares remaining to be acquired in the Offer, and the intention to implement a mandatory buy out and de-listing if minority shareholders fall below 10%. This content directly relates to a takeover proposal, merger activity, or a significant change in share control/ownership structure initiated by an external party (Concordia) targeting the company (Rothschild & Co). Reviewing the definitions: - 10-K/IR: Not a full annual or interim financial report. - ER/MDA: Not focused on periodic financial results. - DIRS/MRQ: While related to share ownership, this is about a formal tender offer/takeover process, not just insider dealing or routine major shareholding notifications. - The core subject is the tender offer and potential takeover/merger activity. - The most fitting category is M&A Activity (TAR), which covers 'merger proposals or takeover bids'. A tender offer is a form of takeover bid. - Although it involves share ownership changes, the context is a formal takeover bid, making TAR more specific than MRQ (Major Shareholding Notification) or SHA (Share Issue/Capital Change).
2023-07-31 English

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