Netwealth Group Share Price and Company Fundamentals



Price
$23.24
Change
-1.320 (-5.375%)
52 week range
19.96 - 38.3

Last traded: Today at 2:18 AM

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, annuities, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions. In addition, the company offers superannuation master fund; and portfolio management tools, performance tools, investment research tools, and mobile access tools. It provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. The company was founded in 1999 and is headquartered in Melbourne, Australia.

Key Metrics

PE ratio

49.45

PB ratio

28.59

Dividend yield

1.71%

Beta

1.01

Market cap

$5.70B

Enterprise value

$5.86B

Company profile

Industry / Sector Software - Application / Technology
Full time employees 636
Website https://www.netwealth.com.au
Mailing address 180 Flinders Street Level 6 Melbourne VIC 3000 Australia
Phone / Fax 61 3 9655 1300 / 61 3 9655 1333

Dividends

More: Netwealth Group Dividend history, yield and payout ratio

Dividend yield

1.71%

Dividend amount

$0.42

Payout ratio

66.32%

5Y Avg. yield

-%

Netwealth Group paid $0.42 dividend and the ex-dividend date was 03 Sep 2025.The dividend payout ratio is 66.32%. The dividend payout ratio is defined as the amout of dividend paid divided by the earnings of the company.NWL 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 Netwealth Group.

Name Title Age Total Pay
Mr. Matthew Alexander Max Heine CEO, MD & Director
Mr. Hayden Stockdale Chief Financial Officer
Mr. David Sutherland Executive General Manager of Investment Operations & Managed Accounts
Mr. Nick Walker Chief Technology Officer
Ms. Amanda Atkinson Executive General Manager of Service, Administration & Support
Ms. Jodie Henson Chief Risk, Legal & Governance Officer and Company Secretary
Mr. Damian Holland Executive General Manager of Sales & Distribution
Mr. Matt West Executive General Manager of Product & Marketing
Ms. Shanyn Payne Chief People Officer
Lindsay Coates Head of Strategic Accounts

Profitability and management effectiveness

Profit margin

35.92%

Operating margin

50.23%

Return on assets

45.86%

Return on equity

67.81%

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 Netwealth Group is 5.70B and its enterprise value is 5.86B. The enterprise value to revenue ratio of NWL is 18.06. The enterprise value to EBITDA ratio of NWL is 35.53.

The NWL's stocks Beta value is 1.01 making it 1% more volatile compared to ASX 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.

Companies similar to Netwealth Group (NWL)

Netwealth Group (ASX:NWL) Frequently Asked Questions

1. What is Netwealth Group's Stock Symbol?

Netwealth Group trades on ASX under the ticker symbol "NWL".

2. What is Netwealth Group's stock price today?

One share of NWL stock can currently be purchased for approximately $23.24.

3. How can I contact Netwealth Group?

Netwealth Group's mailing address is 180 Flinders Street Level 6 Melbourne VIC 3000 Australia. The company can be reached via phone at 61 3 9655 1300.

4. What is Netwealth Group's official website?

The official website of Netwealth Group is https://www.netwealth.com.au.