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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 2023-02-13 M&A Activity
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
Concordia1 confirms its intention to file a simplified tender offer for Rothschild & Co shares
M&A Activity Classification · 100% confidence The document is a press release announcing a simplified tender offer by Concordia to acquire Rothschild & Co shares with the intent of taking the company private (a squeeze-out). This falls under M&A activity, specifically a takeover bid/merger proposal. The document details the offer price, the rationale for the transaction, the formation of a new concert of shareholders, and the regulatory process involved.
2023-02-13 English
Confirmation of Concordia’s intention to file a simplified tender offer / Full-year 2022 results
Earnings Release Classification · 99% confidence The document is explicitly titled 'PRESS RELEASE - FULL YEAR 2022 RESULTS' and contains detailed financial tables, including a 'Summary Consolidated income statement' for the period ending 31 December 2022, along with commentary on revenue, net income, and EPS. This structure strongly indicates a formal announcement of periodic financial results. Although it contains a significant section about a tender offer proposal (which might suggest a TAR or LTR), the primary focus and structure revolve around reporting the full-year financial performance for 2022. Since it is the initial announcement of the full-year results, it fits the definition of an Earnings Release (ER). It is not the comprehensive 10-K, nor is it a short announcement merely pointing to a report (RPA/RNS), as it contains the actual summarized results and management commentary. The presence of 'Full-year results 2022' and the detailed income statement confirms this classification. FY 2022
2023-02-13 English
Confirmation de l'intention de Concordia de déposer une offre publique d'achat simplifiée / Résultats annuels 2022
Earnings Release Classification · 99% confidence The document is titled "COMMUNIQUE DE PRESSE – RESULTATS ANNUELS 2022" (Press Release - Annual Results 2022) and explicitly details the financial performance for the full year 2022, including consolidated income statements, revenue breakdowns by business segment (Conseil financier, Banque privée et gestion d'actifs, Merchant Banking), and key metrics like Net Result and EPS for the year ending December 31, 2022. This content strongly indicates a formal release of annual financial results. Although it contains a major announcement regarding a takeover bid (Concordia's intention to launch a simplified public tender offer), the primary focus and structure revolve around presenting the comprehensive annual financial figures. This aligns best with the definition of an Earnings Release (ER), which covers periodical financial results, even though it is an annual one and contains more detail than a typical quarterly ER. Given the comprehensive nature of the financial tables and segment reviews, it is more substantial than just an 'ER' but less formal/regulatory than a full 10-K. However, since the document is a 'Communiqué de Presse' announcing the 'Résultats Annuels' and includes detailed financial tables (even if unaudited), it functions as the primary announcement of the annual results. If a specific 'Annual Report' code existed for press releases summarizing the 10-K, that would be ideal, but among the choices, 'ER' (Earnings Release) is the closest fit for a press release announcing period results, even if it's annual. The document is long enough (84,597 chars) that it is not a simple RPA/RNS announcement of a report, but the report summary itself. FY 2022
2023-02-13 French
Rothschild & Co a été informée de l'intention de Concordia1 de déposer une offre publique d'achat simplifiée sur les actions Rothschild & Co
M&A Activity Classification · 95% confidence The document is a press release announcing a simplified public tender offer (offre publique d'achat simplifiée) by Concordia for the shares of Rothschild & Co, including a proposed delisting and dividend distribution. This falls under the category of M&A activity (takeover bid/proposal).
2023-02-06 French
Rothschild & Co has been informed of Concordia’s1 intention to file a simplified tender offer for the Rothschild & Co shares
M&A Activity Classification · 100% confidence The document is a press release announcing a simplified tender offer and a potential squeeze-out by the company's largest shareholder, Concordia. This falls under the category of merger and acquisition activity, specifically a takeover bid/tender offer. According to the provided definitions, announcements related to merger proposals or takeover bids are classified as TAR.
2023-02-06 English
Concordia announces its intention to file a simplified tender offer for the Rothschild & Co shares
M&A Activity Classification · 99% confidence The document is a press release announcing Concordia's intention to file a simplified tender offer (takeover bid) for Rothschild & Co shares. This action falls under corporate transactions related to mergers, acquisitions, or takeovers. Based on the provided definitions, the most appropriate category for an announcement related to a takeover bid or merger proposal is 'M&A Activity' (Code: TAR). Although it is a press release, its core subject matter is the proposed transaction, making TAR more specific than the general 'RPA' or 'RNS'. The document length is relatively short (4199 chars), but the content is a definitive announcement of intent regarding a takeover, not just a notice that a report is attached.
2023-02-06 English

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