EQT Holdings (EQT) Stock Overview
Provides philanthropic, trustee, and investment services in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 5/6 |
| Financial Health | 5/6 |
| Dividends | 6/6 |
Rewards
Risk Analysis
No risks detected for EQT from our risk checks.
EQT Community Fair Values
Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
EQT Holdings Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$16.88 |
| 52 Week High | AU$34.50 |
| 52 Week Low | AU$14.70 |
| Beta | 0.13 |
| 1 Month Change | -2.03% |
| 3 Month Change | -12.40% |
| 1 Year Change | -47.64% |
| 3 Year Change | -36.01% |
| 5 Year Change | -41.18% |
| Change since IPO | -15.43% |
Recent News & Updates
New Narrative • Jun 10
Regulatory And Litigation Pressures Will Shape Superannuation Trustee Margins Over The Long Term
Catalysts About EQT Holdings EQT Holdings provides specialist independent trustee, fiduciary and related wealth services across Trustee Wealth Services, Corporate Trustee Services and Superannuation Trustee Services. What are the underlying business or industry changes driving this perspective?
Narrative Update • Jun 08
EQT: Fully Franked A$0.56 Dividend Will Support Future Upside Potential
Analysts have trimmed their price target on EQT Holdings from A$34.58 to A$28.97, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news for EQT Holdings has been provided in the available sources.
New Narrative • May 26
Independent Trustee Demand And Ageing Wealth Transfer Will Reshape This Fiduciary Services Leader
Catalysts About EQT Holdings EQT Holdings operates specialist independent trustee businesses across Trustee Wealth Services and Corporate and Superannuation Trustee Services. What are the underlying business or industry changes driving this perspective?Narrative Update • May 23
EQT: Fully Franked A$0.56 Dividend Will Support Future Upside Potential
Analysts have kept their A$34.58 price target for EQT Holdings steady, citing largely unchanged fair value, discount rate and profit margin assumptions as the key reasons for maintaining their view. Valuation Changes Fair Value: A$34.58 is unchanged, indicating no adjustment to the central valuation estimate.Recent updates
New Narrative • Jun 10
Regulatory And Litigation Pressures Will Shape Superannuation Trustee Margins Over The Long Term
Catalysts About EQT Holdings EQT Holdings provides specialist independent trustee, fiduciary and related wealth services across Trustee Wealth Services, Corporate Trustee Services and Superannuation Trustee Services. What are the underlying business or industry changes driving this perspective?Narrative Update • Jun 08
EQT: Fully Franked A$0.56 Dividend Will Support Future Upside Potential
Analysts have trimmed their price target on EQT Holdings from A$34.58 to A$28.97, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E multiples. What's in the News No recent company specific news for EQT Holdings has been provided in the available sources.New Narrative • May 26
Independent Trustee Demand And Ageing Wealth Transfer Will Reshape This Fiduciary Services Leader
Catalysts About EQT Holdings EQT Holdings operates specialist independent trustee businesses across Trustee Wealth Services and Corporate and Superannuation Trustee Services. What are the underlying business or industry changes driving this perspective?Narrative Update • May 23
EQT: Fully Franked A$0.56 Dividend Will Support Future Upside Potential
Analysts have kept their A$34.58 price target for EQT Holdings steady, citing largely unchanged fair value, discount rate and profit margin assumptions as the key reasons for maintaining their view. Valuation Changes Fair Value: A$34.58 is unchanged, indicating no adjustment to the central valuation estimate.Narrative Update • May 03
EQT: Fully Franked A$0.56 Dividend Will Support Future Upside Potential
Analysts have kept their A$34.58 price target for EQT Holdings broadly unchanged, reflecting only very small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions in their valuation models. What's in the News EQT Holdings Limited declared an ordinary fully franked dividend of A$0.56 per security for the six months ended December 31, 2025, giving investors clarity on the upcoming payout schedule (Key Developments).Narrative Update • Apr 19
EQT: Fully Franked A$0.56 Dividend Will Underpin Future Upside Potential
Analysts have kept their A$34.58 price target on EQT Holdings broadly steady, reflecting only minor model updates to the discount rate, revenue growth, profit margin assumptions and future P/E expectations. What's in the News EQT Holdings declared an ordinary fully franked dividend of A$0.56 per security for the six months ended December 31, 2025, giving investors a clear cash return figure for that period (Key Developments).Narrative Update • Apr 04
EQT: Upcoming Fully Franked Dividend Will Support Future Upside Potential
Analysts have kept EQT Holdings' fair value estimate steady at A$34.58, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions informing their latest price target update. What's in the News EQT Holdings declared an ordinary fully franked dividend of A$0.56 per security for the six months ended 31 December 2025, giving investors clarity on near term cash returns (Key Developments).Narrative Update • Mar 21
EQT: Upcoming Fully Franked Dividend Will Support Future Upside Potential
Analysts have kept their A$34.58 price target for EQT Holdings steady, with only minor tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This highlights a largely unchanged outlook for the stock's valuation inputs.Narrative Update • Mar 06
EQT: Higher Required Return And Upcoming Dividend Will Support Future Upside
Analysts have adjusted their A$ price target on EQT Holdings after updating assumptions around the discount rate, revenue growth, profit margins and future P/E multiples. Their view is now more finely tuned to the latest expectations for the business.Narrative Update • Feb 20
EQT: Higher Required Return Will Still Support Attractive Future Upside
Analysts have reduced their price target for EQT Holdings from A$38.95 to A$34.58, reflecting updated views on fair value, discount rate, revenue growth, profit margins and future P/E assumptions. Valuation Changes Fair Value: reduced from A$38.95 to A$34.58, a decline of around 11% in the assessed equity value per share.Analysis Article • Aug 26
EQT Holdings (ASX:EQT) Will Pay A Larger Dividend Than Last Year At A$0.56
The board of EQT Holdings Limited ( ASX:EQT ) has announced that it will be paying its dividend of A$0.56 on the 25th...
New Narrative • Mar 14
NavOne Launch And Market Expansion Will Drive Future Operational Efficiencies
Strategic technology integrations and platform launches are projected to increase cost savings and operational efficiencies, boosting net margins and earnings.Analysis Article • Feb 24
EQT Holdings (ASX:EQT) Will Pay A Larger Dividend Than Last Year At A$0.55
EQT Holdings Limited ( ASX:EQT ) will increase its dividend from last year's comparable payment on the 27th of March to...Analysis Article • Oct 17
Market Participants Recognise EQT Holdings Limited's (ASX:EQT) Earnings
EQT Holdings Limited's ( ASX:EQT ) price-to-earnings (or "P/E") ratio of 42.8x might make it look like a strong sell...Analysis Article • Aug 29
EQT Holdings' (ASX:EQT) Dividend Will Be Increased To A$0.50
The board of EQT Holdings Limited ( ASX:EQT ) has announced that it will be paying its dividend of A$0.50 on the 9th of...Analysis Article • Aug 25
EQT Holdings Limited Just Missed Earnings - But Analysts Have Updated Their Models
Investors in EQT Holdings Limited ( ASX:EQT ) had a good week, as its shares rose 2.1% to close at AU$26.00 following...Analysis Article • Feb 28
EQT Holdings (ASX:EQT) Is Paying Out A Larger Dividend Than Last Year
EQT Holdings Limited ( ASX:EQT ) has announced that it will be increasing its dividend on the 29th of March to AU$0.48...Analysis Article • Oct 15
This Is Why EQT Holdings Limited's (ASX:EQT) CEO Compensation Looks Appropriate
Performance at EQT Holdings Limited ( ASX:EQT ) has been reasonably good and CEO Mick O’Brien has done a decent job of...Analysis Article • Aug 21
EQT Holdings (ASX:EQT) Is Increasing Its Dividend To AU$0.47
EQT Holdings Limited ( ASX:EQT ) will increase its dividend on the 5th of October to AU$0.47. The announced payment...Shareholder Returns
| EQT | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -4.0% | -0.1% | 2.0% |
| 1Y | -47.6% | -0.2% | 2.4% |
Return vs Industry: EQT underperformed the Australian Capital Markets industry which returned -0.2% over the past year.
Return vs Market: EQT underperformed the Australian Market which returned 2.4% over the past year.
Price Volatility
| EQT volatility | |
|---|---|
| EQT Average Weekly Movement | 6.3% |
| Capital Markets Industry Average Movement | 5.1% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 17.1% |
| 10% least volatile stocks in AU Market | 3.9% |
Stable Share Price: EQT has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: EQT's weekly volatility (6%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1888 | 474 | Mick O’Brien | www.eqt.com.au |
EQT Holdings Limited, together with its subsidiaries, provides philanthropic, trustee, and investment services in Australia. It operates through Trustee & Wealth Services, and Corporate & Superannuation Trustee Services segments. The company offers asset management, estate planning and management; charitable, compensation, community and personal trust services; and wealth management and advisory services.
EQT Holdings Limited Fundamentals Summary
| EQT fundamental statistics | |
|---|---|
| Market cap | AU$452.18m |
| Earnings (TTM) | AU$41.63m |
| Revenue (TTM) | AU$193.05m |
10.9x
P/E Ratio2.3x
P/S RatioIs EQT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| EQT income statement (TTM) | |
|---|---|
| Revenue | AU$193.05m |
| Cost of Revenue | AU$119.38m |
| Gross Profit | AU$73.67m |
| Other Expenses | AU$32.04m |
| Earnings | AU$41.63m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.55 |
| Gross Margin | 38.16% |
| Net Profit Margin | 21.56% |
| Debt/Equity Ratio | 37.9% |
How did EQT perform over the long term?
See historical performance and comparisonDividends
6.6%
Current Dividend Yield72%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/03 20:44 |
| End of Day Share Price | 2026/08/03 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
EQT Holdings Limited is covered by 3 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Cameron Halkett | Canaccord Genuity |
| Naomi St John | Taylor Collison Limited |