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Netwealth Group Limited (NWL.AX)

18.22 +0.17 (+0.94%)
As of 2:41:53 PM GMT+11. Market Open.
Chart Range Bar
Loading chart for NWL.AX
  • Previous Close 18.05
  • Open 18.05
  • Bid 18.23 x --
  • Ask 18.24 x --
  • Day's Range 17.96 - 18.40
  • 52 Week Range 14.57 - 31.45
  • Volume 124,366
  • Avg. Volume 721,075
  • Market Cap (intraday) 4.478B
  • Beta (5Y Monthly) 1.14
  • PE Ratio (TTM) 72.88
  • EPS (TTM) 0.25
  • Earnings Date Aug 26, 2026
  • Forward Dividend & Yield 0.42 (2.33%)
  • Ex-Dividend Date Sep 9, 2026
  • 1y Target Est 22.49

Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services. It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, specialist funds and models, term deposits, premium services, and investor rewards; investment research, including securities research, managed funds research, and business and economic news; account options comprising super accelerator plus, and self-managed super fund (SMSF) and wealth accelerator plus; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers advanced portfolio management; global specialist series (GSS) funds and models; investment accounts; super accelerator core; and mobile apps. Further, it provides superannuation master fund; and performance, investment research, and mobile access tools. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.

www.netwealth.com.au

790

Full Time Employees

June 30

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 11/2/2026, which may include dividends or other distributions. Benchmark is S&P/ASX 200 [XJO] (^AXJO) .

YTD Return

NWL.AX
27.65%
S&P/ASX 200 [XJO] (^AXJO)
1.52%

1-Year Return

NWL.AX
39.74%
S&P/ASX 200 [XJO] (^AXJO)
0.54%

3-Year Return

NWL.AX
41.69%
S&P/ASX 200 [XJO] (^AXJO)
26.78%

5-Year Return

NWL.AX
15.20%
S&P/ASX 200 [XJO] (^AXJO)
19.67%

Analyst Insights

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Analyst Price Targets

15.60 Low
22.49 Average
18.22 Current
28.60 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    15.56%

  • Return on Assets (ttm)

    43.56%

  • Return on Equity (ttm)

    33.60%

  • Revenue (ttm)

    389.68M

  • Net Income Avi to Common (ttm)

    60.65M

  • Diluted EPS (ttm)

    0.25

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    173.85M

  • Total Debt/Equity (mrq)

    43.49%

  • Levered Free Cash Flow (ttm)

    100.97M

Company Insights

Research Reports

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