Summerset Group Holdings Limited Share Price and Company Fundamentals
Last traded: Today at 9:12 PM
Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. The company provides living options and care services to residents. The company was founded in 1997 and is headquartered in Wellington, New Zealand. Summerset Group Holdings Limited operates as a subsidiary of New Zealand Central Securities Depository Limited.
Key Metrics
PE ratio
6.73
PB ratio
0.78
Dividend yield
2.38%
Beta
0.25
Market cap
$2.50B
Enterprise value
$4.34B
Company profile
| Industry / Sector | Medical Care Facilities / Healthcare |
|---|---|
| Full time employees | 3100 |
| Website | https://www.summerset.co.nz |
| Mailing address | Floor 27, Majestic Centre 100 Willis Street Wellington 6011 New Zealand |
| Phone / Fax | 64 4 894 7320 / 64 4 894 7319 |
Dividends
Dividend yield
2.38%
Dividend amount
$0.25
Payout ratio
15.93%
5Y Avg. yield
-%
Summerset Group Holdings Limited paid $0.25 dividend and the ex-dividend date was 10 Sep 2025.The dividend payout ratio is 15.93%. The dividend payout ratio is defined as the amout of dividend paid divided by the earnings of the company.SUM dividend payout ratio is less than 70. This is ideal as it gives company room to grow the dividends and also the excess earnings can be invested in company for growth.
Company Executives
As of Feb 2026, following are the company executives and directors listed on Summerset Group Holdings Limited.
| Name | Title | Age | Total Pay |
|---|---|---|---|
| Mr. Scott Grady Scoullar BCA, C.A., FCPA | Chief Executive Officer | ||
| Mr. John O'Sullivan | Founder | ||
| Ms. Margaret Warrington | Chief Financial Officer | ||
| Ms. Robyn Heyman | Head of Legal & Company Secretary | ||
| Ms. Fay French | Chief Sales Officer | ||
| Ms. Kay Brodie B.Sc., BCA | Chief Marketing Officer | ||
| Ms. Chris Lokum BMS | Chief People Officer | ||
| Mr. Dean Tallentire B.Sc. | Chief Construction Officer of NZ | ||
| Ms. Eleanor Young B.Sc. | Chief Operating Officer of NZ | ||
| Mr. Aaron Smail B.E., BBS | Chief Development Officer of NZ |
Profitability and management effectiveness
Profit margin
107.75%
Operating margin
0.52%
Return on assets
0.09%
Return on equity
12.48%
Profitability ratios are a class of financial metrics that are used to assess a business's ability to generate earnings relative to its revenue, operating costs, balance sheet assets, and shareholders' equity over time, using data from a specific point in time.
The return on equity signifies how well the management is running the company in terms of capital management. The ideal return on equity is greater than 10%. The return on equity is calculated as net income divided by total share holders equity.
Valuation and Trading Info
The market capitalization of Summerset Group Holdings Limited is 2.50B and its enterprise value is 4.34B. The enterprise value to revenue ratio of SUM is 12.76. The enterprise value to EBITDA ratio of SUM is 141.29.
The SUM's stocks Beta value is 0.25 making it 75% less volatile compared to NZX market index. Technology stocks and small caps tend to have higher betas than the market benchmark. This indicates that adding the stock to a portfolio will increase the portfolio’s risk, but also increase its expected return. On the other hand utility stocks often have low betas because they tend to move more slowly than market averages.
Summerset Group Holdings Limited (NZX:SUM) Frequently Asked Questions
1. What is Summerset Group Holdings Limited's Stock Symbol?
Summerset Group Holdings Limited trades on NZX under the ticker symbol "SUM".
2. What is Summerset Group Holdings Limited's stock price today?
One share of SUM stock can currently be purchased for approximately $10.36.
3. How can I contact Summerset Group Holdings Limited?
Summerset Group Holdings Limited's mailing address is Floor 27, Majestic Centre 100 Willis Street Wellington 6011 New Zealand. The company can be reached via phone at 64 4 894 7320.
4. What is Summerset Group Holdings Limited's official website?
The official website of Summerset Group Holdings Limited is https://www.summerset.co.nz.