Netwealth Group (NWL.AX) Stock Price

Netwealth Group Price

🇦🇺ASX·CLOSED
20.97AUD
Market closed
Today +/-
Today %

Netwealth Group (NWL.AX) Stock | ISIN AU000000NWL7. The current Netwealth Group stock price is 20.97 AUD (2026). Revenue is 397.46 M AUD. Net income is 125.16 M AUD. The P/E ratio is 41.12. Market capitalization is 5.15 B AUD. Netwealth Group operates in the Finance sector.

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 2.62%. The payout ratio is around 122% of earnings. The dividend has grown at 33.2% per year over the past 7 years.

Netwealth Group stock price

Ex-Dividend
Details

Stock Price

ⓘ

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
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Netwealth Group Revenue, EBIT, Net Income

  • 3 Years

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2014
42.8 M AUD
9.89 M AUD
8.19 M AUD
Jan 1, 2015
51.04 M AUD
11.09 M AUD
5.91 M AUD
Jan 1, 2016
48.32 M AUD
19.44 M AUD
9.15 M AUD
Jan 1, 2017
60.64 M AUD
22.98 M AUD
13.55 M AUD
Jan 1, 2018
81.46 M AUD
39.81 M AUD
20.82 M AUD
Jan 1, 2019
96.37 M AUD
48.8 M AUD
34.3 M AUD
Jan 1, 2020
121.35 M AUD
60.3 M AUD
43.66 M AUD
Jan 1, 2021
141.98 M AUD
74.58 M AUD
54.1 M AUD
Jan 1, 2022
172.86 M AUD
78.23 M AUD
55.55 M AUD
Jan 1, 2023
207.01 M AUD
90.1 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
Invalid Date
397.46 M AUD
189.16 M AUD
125.16 M AUD
Invalid Date
458.84 M AUD
220.73 M AUD
155.16 M AUD
Invalid Date
517.15 M AUD
254.8 M AUD
181.14 M AUD

Netwealth Group Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jun 21, 2026, 2:45 PM
 
REVENUE (M AUD)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (M AUD)
NET INCOME (M AUD)
NET INCOME GROWTH (%)
DIV. (AUD)
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
202420252026e2027e2028e2029e2030e2031e
249316397458517585669786
20.2926.9125.6315.3712.8813.1514.3617.49
54.6243.0434.2629.6926.3123.2520.3317.3
136136136136136136136136
83116125155181198230275
23.8839.767.762416.779.3916.1619.57
0.40.550.30.760.89---
17.6537.5-45.45153.3317.11–––
244.28245.43245.43245.43245.43245.43245.43245.43
––––––––
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.

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  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2014
66.11 %
23.11 %
19.14 %
Jan 1, 2015
66.11 %
21.72 %
11.59 %
Jan 1, 2016
66.11 %
40.23 %
18.93 %
Jan 1, 2017
66.11 %
37.89 %
22.35 %
Jan 1, 2018
66.11 %
48.87 %
25.56 %
Jan 1, 2019
66.11 %
50.64 %
35.59 %
Jan 1, 2020
66.11 %
49.69 %
35.98 %
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 %
Invalid Date
66.11 %
47.59 %
31.49 %
Invalid Date
66.11 %
48.11 %
33.82 %
Invalid Date
66.11 %
49.27 %
35.03 %

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.

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  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2014
0.18 AUD
0.04 AUD
0.03 AUD
Jan 1, 2015
0.21 AUD
0.05 AUD
0.02 AUD
Jan 1, 2016
0.2 AUD
0.08 AUD
0.04 AUD
Jan 1, 2017
0.26 AUD
0.1 AUD
0.06 AUD
Jan 1, 2018
0.35 AUD
0.17 AUD
0.09 AUD
Jan 1, 2019
0.41 AUD
0.21 AUD
0.14 AUD
Jan 1, 2020
0.51 AUD
0.25 AUD
0.18 AUD
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
Invalid Date
1.62 AUD
0.77 AUD
0.51 AUD
Invalid Date
1.87 AUD
0.9 AUD
0.63 AUD
Invalid Date
2.11 AUD
1.04 AUD
0.74 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

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

Netwealth Group annual returns

Details

Annual Return

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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 was Netwealth Group in 2025 — This indicates how many shares 245.428 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2014
237.6 M base_Shares
Jan 1, 2015
237.6 M base_Shares
Jan 1, 2016
237.6 M base_Shares
Jan 1, 2017
237.6 M base_Shares
Jan 1, 2018
232.28 M base_Shares
Jan 1, 2019
237.68 M base_Shares
Jan 1, 2020
237.69 M base_Shares
Jan 1, 2021
239.95 M base_Shares
Jan 1, 2022
243.81 M base_Shares
Jan 1, 2023
244.09 M base_Shares
Jan 1, 2024
244.28 M base_Shares
Jan 1, 2025
245.43 M base_Shares
Invalid Date
245.43 M base_Shares
Invalid Date
245.43 M base_Shares
Invalid Date
245.43 M base_Shares

Netwealth Group Dividend History

9 years of dividend payments · 7 consecutive increases

YearAnnual DividendYoY ChangePayments
20260.3AUDYTD—1×
Mar 4, 20260.3AUD 0.0%1/1
20250.55AUD↑ 37.5%2×
Mar 5, 20250.25AUD↑ 25.0%1/2
Sep 3, 20250.3AUD↑ 20.0%2/2
20240.4AUD↑ 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
Invalid Date
0 AUD
0.07 AUD
0 AUD
Invalid Date
0.17 AUD
-0.02 AUD
0 AUD
Jan 1, 2020
0.21 AUD
0 AUD
0 AUD
Jan 1, 2021
0.27 AUD
0 AUD
0 AUD
Jan 1, 2022
0.29 AUD
0 AUD
0 AUD
Jan 1, 2023
0.34 AUD
0 AUD
0.07 AUD
Jan 1, 2024
0.4 AUD
0 AUD
0 AUD
Jan 1, 2025
0.55 AUD
0 AUD
0 AUD
Jan 1, 2026
0.3 AUD
0 AUD
0 AUD
Invalid Date
0 AUD
0.76 AUD
0 AUD
Invalid Date
0 AUD
0.89 AUD
0 AUD

Netwealth Group dividend payout ratio

In 2025, Netwealth Group had a payout ratio of 121.71%. The payout ratio indicates the percentage of the company's profits that Netwealth Group distributes as dividends.

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  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2014
119.09 %
Jan 1, 2015
119.09 %
Jan 1, 2016
119.09 %
Jan 1, 2017
119.09 %
Jan 1, 2018
87.57 %
Jan 1, 2019
116.72 %
Jan 1, 2020
114.32 %
Jan 1, 2021
117.58 %
Jan 1, 2022
125.37 %
Jan 1, 2023
119.09 %
Jan 1, 2024
120.68 %
Jan 1, 2025
121.71 %
Invalid Date
120.49 %
Invalid Date
120.96 %
Invalid Date
121.06 %
Price targets and forecasts for Netwealth Group are not yet available.

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
5.46321%
Leslie Max Heine Pty. Ltd.
Leslie Max Heine Pty. Ltd.
4.45889%
Netwealth Investments Ltd.
Netwealth Investments Ltd.
1.48468%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
1.3526%
Capital World Investors
Capital World Investors
1.3389%
Australian Foundation Investment Company Ltd
Australian Foundation Investment Company Ltd
1.01371%
Vanguard Investments Australia Ltd.
Vanguard Investments Australia Ltd.
0.76328%
DFA Australia Ltd.
DFA Australia Ltd.
0.73603%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
...

Netwealth Group Executives and Management Board

MH

Mr. Matthew Heine

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

Compensation2.08 M AUD
HS

Mr. Hayden Stockdale

Chief Financial Officer

Compensation483,626 AUD
SB

Ms. Sarah Brennan

(57)

Independent Non-Executive Director

Compensation255,000 AUD
DL

Mr. Davyd Lewis

Independent Non-Executive Director

Compensation220,000 AUD
KT

Ms. Kate Temby

Independent Non-Executive Director

Compensation195,000 AUD

Netwealth Group Supply Chain

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.

All fundamentals and in-depth analysis of Netwealth Group

Our stock analysis for Netwealth Group Revenue 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 Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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