Netwealth Group (NWL.AX) Stock Price

Netwealth Group Price

ASX·CLOSED
21.76AUD-0.75 (-3.41 %)
Market closed

Revenue has compounded at 19.9% per year over the past 11 years to 316.41 M AUD. Earnings per share have grown at 26.9% per year over the last 11 years. Netwealth Group's net margin stands at 36.8%, down from 38.1% several years earlier. Netwealth Group currently offers a dividend yield of about 2.53%. The payout ratio is around 116% of earnings. The dividend has grown at 33.2% per year over the past 7 years. Analysts set a median price target of 30.09 AUD, implying 38.3% above the current price. Of 19 analysts, 11 rate the stock a buy — an overall Buy consensus. The stock trades about 9% above its 52-week low.

Netwealth Group stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Netwealth Group over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Netwealth Group stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Netwealth Group's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Netwealth Group Stock Price History
DateNetwealth Group Price
8/21/202621.76 AUD
8/20/202622.51 AUD
8/19/202623.10 AUD
8/18/202623.31 AUD
8/17/202624.25 AUD
8/14/202623.99 AUD
8/13/202624.09 AUD
8/12/202624.44 AUD
8/11/202624.75 AUD
8/10/202624.67 AUD
8/7/202624.49 AUD
8/6/202624.61 AUD
8/5/202624.38 AUD
8/4/202623.24 AUD
8/3/202622.14 AUD
7/31/202621.58 AUD
7/30/202621.54 AUD
7/29/202621.84 AUD
7/28/202621.72 AUD
7/27/202621.25 AUD
7/24/202620.98 AUD
7/23/202621.89 AUD
7/22/202622.37 AUD
7/21/202622.03 AUD
7/20/202623.04 AUD
7/17/202623.48 AUD
7/16/202623.50 AUD
7/15/202623.44 AUD
7/14/202623.16 AUD
7/13/202623.96 AUD
7/10/202623.60 AUD
7/9/202623.35 AUD
7/8/202623.49 AUD
7/7/202624.43 AUD
7/6/202622.89 AUD
7/3/202622.74 AUD
7/2/202621.81 AUD
7/1/202622.55 AUD
6/30/202620.62 AUD
6/29/202620.41 AUD
6/26/202619.99 AUD
6/25/202620.30 AUD
6/24/202620.38 AUD
6/23/202620.31 AUD
6/22/202621.30 AUD
6/19/202620.97 AUD
6/18/202621.58 AUD
6/17/202622.23 AUD
6/16/202621.85 AUD
6/15/202622.28 AUD
6/12/202621.62 AUD
6/11/202621.03 AUD
6/10/202621.66 AUD
6/9/202621.69 AUD
6/5/202621.48 AUD
6/4/202621.03 AUD
6/3/202621.41 AUD
6/2/202621.78 AUD
6/1/202621.94 AUD
5/29/202621.29 AUD
5/28/202621.72 AUD
5/27/202622.03 AUD
5/26/202621.67 AUD
5/25/202622.31 AUD
5/22/202622.53 AUD
5/21/202622.69 AUD
5/20/202622.07 AUD
5/19/202622.20 AUD
5/18/202621.98 AUD
5/15/202622.39 AUD
5/14/202622.25 AUD
5/13/202622.46 AUD
5/12/202622.14 AUD
5/11/202622.83 AUD
5/8/202622.58 AUD
5/7/202623.16 AUD
5/6/202622.54 AUD
5/5/202622.72 AUD
5/4/202623.24 AUD
5/1/202623.44 AUD
4/30/202623.56 AUD
4/29/202623.63 AUD
4/28/202623.71 AUD
4/27/202623.91 AUD
4/24/202624.12 AUD
4/23/202624.83 AUD
4/22/202625.23 AUD
4/21/202625.43 AUD
4/20/202625.39 AUD
4/17/202625.42 AUD
4/16/202625.22 AUD
4/15/202623.82 AUD
4/14/202623.27 AUD
4/13/202622.67 AUD
4/10/202623.16 AUD
4/9/202622.65 AUD
4/8/202624.00 AUD
4/7/202621.81 AUD
4/2/202621.22 AUD
4/1/202622.66 AUD
3/31/202621.58 AUD
3/30/202620.59 AUD
3/27/202621.29 AUD
3/26/202622.17 AUD
3/25/202622.84 AUD
3/24/202621.24 AUD
3/23/202620.64 AUD
3/20/202620.59 AUD
3/19/202620.94 AUD
3/18/202621.31 AUD
3/17/202621.22 AUD
3/16/202621.56 AUD
3/13/202621.50 AUD
3/12/202621.84 AUD
3/11/202623.10 AUD
3/10/202623.52 AUD
3/9/202623.73 AUD
3/6/202624.97 AUD
3/5/202624.81 AUD
3/4/202624.31 AUD
3/3/202624.51 AUD
3/2/202624.86 AUD
2/27/202625.78 AUD
2/26/202625.81 AUD
2/25/202625.38 AUD
2/24/202624.20 AUD
2/23/202624.81 AUD
2/20/202625.87 AUD
2/19/202626.88 AUD
2/18/202625.35 AUD
2/17/202622.32 AUD
2/16/202622.17 AUD
2/13/202621.37 AUD
2/12/202622.30 AUD
2/11/202623.99 AUD
2/10/202624.30 AUD
2/9/202623.66 AUD
2/6/202623.18 AUD
2/5/202624.00 AUD
2/4/202622.65 AUD
2/3/202624.56 AUD
2/2/202624.12 AUD
1/30/202624.48 AUD
1/29/202624.48 AUD
1/28/202624.99 AUD
1/27/202626.09 AUD
1/23/202625.89 AUD
1/22/202624.87 AUD
1/21/202625.86 AUD
1/20/202625.81 AUD
1/19/202625.24 AUD
1/16/202625.65 AUD
1/15/202624.63 AUD
1/14/202625.19 AUD
1/13/202625.15 AUD
1/12/202625.55 AUD
1/9/202625.76 AUD
1/8/202626.07 AUD
1/7/202625.62 AUD
1/6/202625.16 AUD
1/5/202625.44 AUD
1/2/202625.83 AUD
12/31/202525.67 AUD
12/30/202525.69 AUD
12/29/202525.17 AUD
12/24/202526.89 AUD
12/23/202526.47 AUD
12/22/202526.01 AUD
12/19/202525.25 AUD
12/18/202527.00 AUD
12/17/202526.49 AUD
12/16/202526.90 AUD
12/15/202526.76 AUD
12/12/202526.86 AUD
12/11/202526.75 AUD
12/10/202526.65 AUD
12/9/202526.95 AUD
12/8/202526.71 AUD
12/5/202526.44 AUD
12/4/202527.07 AUD
12/3/202527.39 AUD
12/2/202527.35 AUD
12/1/202527.44 AUD
11/28/202528.58 AUD
11/27/202528.39 AUD
11/26/202528.21 AUD
11/25/202527.86 AUD
11/24/202527.58 AUD
11/21/202527.15 AUD
11/20/202528.43 AUD
11/19/202526.72 AUD
11/18/202527.00 AUD
11/17/202528.78 AUD
11/14/202528.10 AUD
11/13/202529.61 AUD
11/12/202530.10 AUD
11/11/202530.21 AUD
11/10/202530.24 AUD
11/7/202529.52 AUD
11/6/202530.32 AUD
11/5/202530.99 AUD
11/4/202530.83 AUD
11/3/202530.82 AUD
10/31/202530.83 AUD
10/30/202531.07 AUD
10/29/202531.47 AUD
10/28/202531.30 AUD
10/27/202531.72 AUD
10/24/202531.83 AUD
10/23/202532.56 AUD
10/22/202532.63 AUD
10/21/202533.00 AUD
10/20/202532.34 AUD
10/17/202532.09 AUD
10/16/202532.90 AUD
10/15/202531.55 AUD
10/14/202531.27 AUD
10/13/202531.21 AUD
10/10/202532.51 AUD
10/9/202530.87 AUD
10/8/202530.64 AUD
10/7/202530.16 AUD
10/6/202530.24 AUD
10/3/202530.39 AUD
10/2/202530.08 AUD
10/1/202529.68 AUD
9/30/202529.39 AUD
9/29/202529.40 AUD
9/26/202528.81 AUD
9/25/202529.66 AUD
9/24/202530.57 AUD
9/23/202530.58 AUD
9/22/202530.82 AUD
9/19/202530.60 AUD
9/18/202531.21 AUD
9/17/202530.66 AUD
9/16/202530.98 AUD
9/15/202530.51 AUD
9/12/202531.47 AUD
9/11/202531.79 AUD
9/10/202531.89 AUD
9/9/202531.38 AUD
9/8/202531.75 AUD
9/5/202531.49 AUD
9/4/202530.53 AUD
9/3/202530.88 AUD
9/2/202532.21 AUD
9/1/202532.81 AUD
8/29/202534.47 AUD
8/28/202534.63 AUD
8/27/202535.29 AUD
8/26/202535.16 AUD
8/25/202536.31 AUD
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Netwealth Group Revenue, EBIT, Net Income

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2023
207.01 M AUD
90.10 M AUD
67.15 M AUD
Jan 1, 2024
249.53 M AUD
115.57 M AUD
83.37 M AUD
Jan 1, 2025
316.41 M AUD
149.69 M AUD
116.52 M AUD
Jan 1, 2026 (e)
393.85 M AUD
194.71 M AUD
132.80 M AUD
Jan 1, 2027 (e)
456.82 M AUD
225.84 M AUD
145.44 M AUD
Jan 1, 2028 (e)
531.54 M AUD
262.78 M AUD
173.24 M AUD
Jan 1, 2029 (e)
579.30 M AUD
286.39 M AUD
205.23 M AUD
Jan 1, 2030 (e)
669.30 M AUD
324.71 M AUD
230.78 M AUD

Netwealth Group Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 22, 2026, 3:48 PM
 
REVENUEM AUD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEM AUD
EBITM AUD
EBIT MARGIN%
NET INCOMEM AUD
NET INCOME GROWTH%
DIV.AUD
DIV. GROWTH%
SHARESM
20162017201820192020202120222023202420252026e2027e2028e2029e2030e2031e
48.0060.0081.0096.00121.00141.00172.00207.00249.00316.00393.00456.00531.00579.00669.00786.00
-5.8825.0035.0018.5226.0416.5321.9920.3520.2926.9124.3716.0316.459.0415.5417.49
283.33226.67167.90141.67112.4096.4579.0765.7054.6243.0465.7065.7065.7065.7065.7065.70
136.00136.00136.00136.00136.00136.00136.00136.00136.00136.00258.20299.59348.87380.41439.54516.41
19.0022.0039.0048.0060.0074.0078.0090.00115.00149.00194.00225.00262.00286.00324.00–
39.5836.6748.1550.0049.5952.4845.3543.4846.1847.1549.3649.3449.3449.4048.43–
9.0013.0020.0034.0043.0054.0055.0067.0083.00116.00132.00145.00173.00205.00230.00275.00
80.0044.4453.8570.0026.4725.581.8521.8223.8839.7613.799.8519.3118.5012.2019.57
––0.070.170.210.270.290.340.400.550.600.720.86–––
–––142.8623.5328.577.4117.2417.6537.509.0920.0019.44–––
237.60237.60232.28237.68237.69239.95243.81244.09244.28245.43245.43245.43245.43245.43245.43245.43
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Netwealth Group generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Netwealth Group retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Netwealth Group's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Netwealth Group has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Netwealth Group's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Netwealth Group stock margins

The Netwealth Group margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Netwealth Group. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Netwealth Group.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
66.11 %
52.53 %
38.11 %
Jan 1, 2022
66.11 %
45.26 %
32.14 %
Jan 1, 2023
66.11 %
43.53 %
32.44 %
Jan 1, 2024
66.11 %
46.32 %
33.41 %
Jan 1, 2025
66.11 %
47.31 %
36.83 %
Jan 1, 2026 (e)
66.11 %
49.44 %
33.72 %
Jan 1, 2027 (e)
66.11 %
49.44 %
31.84 %
Jan 1, 2028 (e)
66.11 %
49.44 %
32.59 %

Netwealth Group Stock Revenue, EBIT, Earnings per Share

The Netwealth Group earnings per share therefore indicates how much revenue Netwealth Group has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
0.59 AUD
0.31 AUD
0.23 AUD
Jan 1, 2022
0.71 AUD
0.32 AUD
0.23 AUD
Jan 1, 2023
0.85 AUD
0.37 AUD
0.28 AUD
Jan 1, 2024
1.02 AUD
0.47 AUD
0.34 AUD
Jan 1, 2025
1.29 AUD
0.61 AUD
0.47 AUD
Jan 1, 2026 (e)
1.60 AUD
0.79 AUD
0.54 AUD
Jan 1, 2027 (e)
1.86 AUD
0.92 AUD
0.59 AUD
Jan 1, 2028 (e)
2.17 AUD
1.07 AUD
0.71 AUD

Netwealth Group business model & stock analysis

The Netwealth Group Ltd is a British financial services company with a long history in the field of asset management. The company was founded in 2015 by Charlotte Ransom, an experienced investment manager who previously worked at Goldman Sachs and JPMorgan. The business model of Netwealth Group is designed to provide private and institutional investors with cost-effective and transparent asset management. The company has developed a platform through which customers can manage their investments independently, without relying on a personal advisor. The platform includes various sectors, including stocks, bonds, investment funds, and alternative investments such as private equity and hedge funds. Customers have the opportunity to diversify and optimize their investments according to their individual needs and risk preferences. A central component of the platform is a so-called "robo-advisor" system that generates automated investment recommendations based on algorithms and machine learning. These recommendations are calculated based on a variety of factors such as market trends, risk profiles, and customer preferences. In addition to the platform, Netwealth Group also offers a range of individual advisory and asset management services. These include tax optimization, estate planning, and asset allocation advice. To gain customer trust and build long-term relationships, Netwealth Group places great importance on transparency and customer orientation. All fees and costs are clearly and comprehensibly presented, and the company actively advocates for investors to be billed fairly and appropriately. Overall, Netwealth Group is an innovative financial services company specializing in cost-effective and transparent asset management. With its innovative robo-advisor system and wide range of investment options, the company is well positioned to continue to be successful in the future and create value for its customers.

Netwealth Group SWOT Analysis

Strengths

Netwealth Group Ltd has consistently demonstrated strong financial performance, with steady revenue growth and profitability. This positions the company well in the competitive market.

Netwealth Group Ltd boasts a robust and innovative technology platform that provides its customers with a seamless and efficient wealth management experience. This technology advantage gives the company a competitive edge.

Weaknesses

Netwealth Group Ltd heavily relies on a limited number of key clients for a significant portion of its revenue. Any loss of these clients could have a detrimental impact on the company's financial performance.

The financial industry is subject to strict regulations, and compliance can be complex and costly. Netwealth Group Ltd faces the ongoing challenge of staying compliant with changing regulatory requirements, which can potentially impact its operations.

Opportunities

Netwealth Group Ltd operates in a market where there is a growing demand for wealth management services. The company can capitalize on this opportunity by expanding its client base and offering new products and solutions.

As emerging markets experience economic growth and an increasing middle class, there is an opportunity for Netwealth Group Ltd to expand its operations into these regions and tap into new and untapped markets.

Threats

Netwealth Group Ltd operates in a highly competitive market, with numerous financial institutions and wealth management firms vying for market share. Intense competition can potentially impact the company's growth and profitability.

Netwealth Group Ltd is exposed to market volatility and economic uncertainties, which can affect investor sentiment and lead to fluctuations in the company's financial performance.

Netwealth Group Eulerpool Fair Value

Details

Fair Value Estimate

ⓘ

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Netwealth Group historical P/E ratio, EBIT multiple, and P/S ratio

Netwealth Group annual returns

Details

Annual Return

ⓘ

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Netwealth Group shares outstanding

The number of shares of Netwealth Group was 245.43 M in 2025. This indicates how many shares Netwealth Group is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
239.95 M Stocks
Jan 1, 2022
243.81 M Stocks
Jan 1, 2023
244.09 M Stocks
Jan 1, 2024
244.28 M Stocks
Jan 1, 2025
245.43 M Stocks
Jan 1, 2026 (e)
245.43 M Stocks
Jan 1, 2027 (e)
245.43 M Stocks
Jan 1, 2028 (e)
245.43 M Stocks

Netwealth Group Dividend History

9 years of dividend payments · 7 consecutive increases

YearAnnual DividendYoY ChangePayments
20260.30AUDYTD—1×
Mar 4, 20260.30AUD 0.0%1/1
20250.55AUD↑ 37.5%2×
Mar 5, 20250.25AUD↑ 25.0%1/2
Sep 3, 20250.30AUD↑ 20.0%2/2
20240.40AUD↑ 16.7%2×
20230.34AUD↑ 20.0%2×
20220.29AUD↑ 7.8%2×
20210.27AUD↑ 26.3%2×
20200.21AUD↑ 21.5%2×
20190.17AUD↑ 133.6%2×
20180.07AUD—1×

Netwealth Group dividend history and estimates

In 2025, Netwealth Group paid a dividend amounting to 0.55 AUD. Dividend means that Netwealth Group distributes a portion of its profits to its owners.

  • Max

Dividend
Dividend (Estimate)
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Jan 1, 2021
0.27 AUD
0.00 AUD
0.00 AUD
Jan 1, 2022
0.29 AUD
0.00 AUD
0.00 AUD
Jan 1, 2023
0.34 AUD
0.00 AUD
0.07 AUD
Jan 1, 2024
0.40 AUD
0.00 AUD
0.00 AUD
Jan 1, 2025
0.55 AUD
0.00 AUD
0.00 AUD
Jan 1, 2026
0.60 AUD
0.00 AUD
0.00 AUD
Jan 1, 2027 (e)
0.00 AUD
0.72 AUD
0.00 AUD
Jan 1, 2028 (e)
0.00 AUD
0.86 AUD
0.00 AUD

Netwealth Group dividend payout ratio

In 2025, Netwealth Group had a payout ratio of 115.84%. The payout ratio indicates the percentage of the company's profits that Netwealth Group distributes as dividends.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
117.58 %
Jan 1, 2022
125.37 %
Jan 1, 2023
124.63 %
Jan 1, 2024
117.20 %
Jan 1, 2025
115.84 %
Jan 1, 2026 (e)
110.89 %
Jan 1, 2027 (e)
121.50 %
Jan 1, 2028 (e)
122.40 %

Current Netwealth Group forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.17 %
Buy
57.89 % (11)
Hold
42.11 % (8)
Sell
0.00 % (0)
12M Price Target
30.09
Last Price
21.76
Currency
AUD
12M Return Potential
38.28 %
LTM Return
0 %

EESG©

Eulerpool ESG Scorecard© for the Netwealth Group stock

45/100
20
Environment
74
Social
40
Governance
E

Environment

20
Scope 1 - Direct Emissions10
Scope 2 - Indirect emissions from purchased energy50.3
Scope 3 - Indirect emissions within the value chain—
Total CO₂ emissions61.1
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees42
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Netwealth Group shareholder structure

% Name
40.74508%
Heine Brothers Pty. Ltd.
Heine Brothers Pty. Ltd.
6.08747%
Pinnacle Investment Management Group Ltd
Pinnacle Investment Management Group Ltd
1.48468%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
1.35260%
Capital World Investors
Capital World Investors
1.01371%
Vanguard Investments Australia Ltd.
Vanguard Investments Australia Ltd.
0.76328%
DFA Australia Ltd.
DFA Australia Ltd.
...

Netwealth Group Beneficial Ownership Filings (SEC 13D/G)

Free Float
51.4%
Float Shares
-
Shares Outstanding
-

Netwealth Group Executives and Management Board

16 members · avg. age 63 · 44 % women

MH

Mr. Matthew Heine

Chief Executive Officer, Managing Director, Executive Director · since 2004

2.08 M AUD

Management

HS

Mr. Hayden Stockdale

Chief Financial Officer

483,626.00 AUD
SP

Ms. Shanyn Payne

Chief People Officer

–
JH

Mr. John Hanrahan

Chief Information Officer

–
JH

Ms. Jodie Henson

Chief Risk, Legal and Governance Officer and Company Secretary

–
AA

Ms. Amanda Atkinson

General Manager - Service, Administration and Support

–
LC

Ms. Lindsay Coates

Executive General Manager, Private Wealth & Banking

–

Board of Directors

SB

Ms. Sarah Brennan (57)

Independent Non-Executive Director

255,000.00 AUD
DL

Mr. Davyd Lewis

Independent Non-Executive Director

220,000.00 AUD
KT

Ms. Kate Temby

Independent Non-Executive Director

195,000.00 AUD
MH

Mr. Michael Max Heine

Non-Executive Director · since 1999

56,620.00 AUD
MW

Mr. Michael Wachtel (68)

Chairman of the Board · since 2025

55,000.00 AUD
SF

Ms. Sally Freeman

Independent Non-Executive Director

15,476.00 AUD

Netwealth Group Supply Chain

Netwealth Group Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
5 companies
#NameTrend
1
Temple & Webster
Supplier·Customer·Internet & Direct Marketing Retail·AU
0.50
0.81
0.80
0.92
0.67
0.63
#NameTrend
1
Allegra Orthopaedics
Supplier·Customer·Health Care Equipment & Supplies·AU
-0.65
-0.59
0.10
0.67
0.36
—
2
HSBC Holdings
Supplier·Customer·Banks·GB
-0.63
-0.07
-0.39
-0.77
-0.55
-0.28
3
360 Capital Group
Supplier·Customer·Capital Markets·AU
0.48
0.66
0.07
-0.68
-0.46
-0.20
4
JPMorgan Chase
Supplier·Customer·Banks·US
0.21
0.11
0.81
0.87
0.76
0.26

Frequently asked questions about Netwealth Group

Netwealth Group Ltd is a financial services company based in Australia. Its business model revolves around providing innovative investment and superannuation solutions to individuals, advisors, and institutions. Netwealth Group offers a comprehensive platform that allows users to efficiently manage their wealth, access a wide range of investment options, and receive personalized advice. By leveraging technology and delivering exceptional customer service, the company aims to empower its clients to make informed investment decisions and achieve their financial goals. With its strong market presence and commitment to excellence, Netwealth Group Ltd continues to be a trusted partner in the financial industry.

Netwealth Group Ltd is primarily active in the financial services industry.

The main competitors of Netwealth Group Ltd in the market are other prominent digital wealth management platforms and investment management companies. These include major players such as Macquarie Group Limited, IOOF Holdings Limited, HUB24 Limited, and Praemium Limited.

Netwealth Group Ltd is an Australian-based financial services company established in 1999 by Michael Heine and Laurence Rothman. The company operates as a platform provider offering investment and wealth management solutions to financial advisors, intermediaries, and individuals. With a strong focus on technology and innovation, Netwealth has become a leading player in Australia's investment industry. Over the years, it has expanded its range of services and products, including managed accounts, superannuation, and self-managed super funds. Netwealth's commitment to providing exceptional service and user-friendly platforms has contributed to its success, making it a trusted choice for investors seeking comprehensive wealth management solutions.

Some significant milestones achieved by Netwealth Group Ltd include its listing on the Australian Securities Exchange (ASX) in November 2017, marking a major step in its growth journey. The company also reached $20 billion in funds under management (FUM) in October 2019, demonstrating its success in attracting investors. Netwealth Group Ltd was ranked as the number one platform in the Australian Market by Investment Trends for overall satisfaction in 2019, further solidifying its position as a leading provider of wealth management solutions. With its continued focus on innovation and commitment to client service, Netwealth Group Ltd continues to achieve notable milestones within the industry.

Netwealth Group Ltd is primarily present in Australia. As a leading wealth management company, Netwealth has built a strong presence throughout the country, serving a wide range of clients. With a focus on providing innovative and tailored investment solutions, Netwealth has positioned itself as a trusted partner for individuals, financial advisers, and institutions across Australia. With its deep understanding of the local market and a commitment to excellence, Netwealth has established a solid reputation as a go-to provider of wealth management services in the region.

Netwealth Group Ltd represents a strong commitment to client-centricity and transparency. As a leading wealth management and financial services provider, the company holds values of integrity, innovation, and collaboration. Netwealth Group Ltd follows a corporate philosophy focused on delivering exceptional customer experiences and providing tailored investment solutions. With a keen emphasis on technology and digital platforms, the company aims to empower its clients with easy access to their investments and a wide range of investment options. Netwealth Group Ltd continues to prioritize delivering value to its clients and cultivating trusted, long-lasting relationships.

Analysts currently set an average price target of 29.90 AUD for the Netwealth Group stock (median: 30.09 AUD), implying +37.4 % versus the latest price. The consensus is based on 19 analyst ratings.

Netwealth Group Analyst Price Targets 2026

19 analysts currently rate the Netwealth Group stock: 11 recommend buying, 8 holding and 0 selling. For 2026, analysts expect Netwealth Group to generate revenue of 393.85 M AUD and earnings per share of 0.54 AUD.

Netwealth Group Analyst Price Targets 2026

Converted at the current exchange rate, the Netwealth Group share trades at 13.34 EUR (21.76 AUD).

The Netwealth Group share (NWL.AX) is listed on 1 stock exchanges, including: ASX (NWL.AX).

Netwealth Group Ltd is a British investment and asset management company that has been operating successfully in the market since 2015. The business model of Netwealth is based on the idea that wealthy clients want to rely on financial planning and asset management but are not willing to pay high fees for these services. Netwealth offers promising investment strategies at an affordable price through its intelligent technology and modern asset management solutions. The company has established a strong position in the investment and asset management sector over the years, consistently performing well in independent rankings and comparisons of the best investment platforms. Netwealth's business model is divided into several divisions. The first division is digital investment advice (robo-advice) for investors who want to construct their own portfolios or receive guidance. This includes a wide range of investment instruments, ranging from asset classes such as stocks and bonds to alternative investments such as private equity or real estate. Netwealth's robo-technology enables automated portfolio optimization based on the investor's needs. The second division of Netwealth is institutional asset management. Here, the company offers its clients a comprehensive range of services, from advice on asset selection to portfolio management and monitoring. Netwealth places great emphasis on the use of advanced technology and close collaboration with its clients to develop investment strategies tailored to their individual needs. The third division of Netwealth is platform integration. Here, the company provides its technology and services through specially developed APIs to its partners, allowing them to serve their own clients and integrate Netwealth's services into their own platforms. This offering is particularly attractive for partnerships with financial institutions such as banks, wealth advisors, or insurers that want to offer their own clients professional asset management. Netwealth's products have the advantage of being more cost-effective and highly automated compared to traditional investment instruments. As the company offers its products and services digitally, it requires less overhead and personnel costs, which positively impacts prices and investment returns. The company strives to understand the needs of its clients and continually develops its products and services to ensure optimal investment strategies while providing transparent and fair fee structures. Overall, Netwealth offers its clients a modern, reliable, and transparent asset management experience at a competitive price. The business model supported by an integrated technology platform will continue to provide its clients with a stable and secure investment environment in the future.

The expected revenue of Netwealth Group is 393.85 M AUD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Netwealth Group is 132.80 M AUD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Netwealth Group is currently 40.22. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Netwealth Group stock.

The price-to-sales ratio (P/S) of Netwealth Group is currently 13.56. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Netwealth Group stock.

The Eulerpool Quality Score for Netwealth Group is 8/10.

The ISIN of Netwealth Group is AU000000NWL7. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The ticker of Netwealth Group is NWL.AX. The ticker symbol is used to trade Netwealth Group shares on the stock exchange.

Over the past 12 months, Netwealth Group paid a dividend of 0.55 AUD . This corresponds to a dividend yield of about 2.53 %. For the coming 12 months, Netwealth Group is expected to pay a dividend of 0.72 AUD.

The current dividend yield of Netwealth Group is 2.53 %.

Netwealth Group pays a dividend, distributed in the months of , , , .

Netwealth Group paid dividends every year for the past 8 years.

For the upcoming 12 months, dividends amounting to 0.72 AUD are expected. This corresponds to a dividend yield of 3.31 %.

Netwealth Group is assigned to the 'Finance' sector.

To receive the latest dividend of Netwealth Group from amounting to 0.3 AUD, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Netwealth Group distributed 0.39 AUD as dividends.

The dividends of Netwealth Group are distributed in AUD.

All fundamentals and in-depth analysis of Netwealth Group

Our stock analysis for Netwealth Group stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Netwealth Group. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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