Steadfast Group Limited

Report azionario ASX:SDF

Capitalizzazione di mercato: AU$5.7b

Steadfast Group Gestione

Criteri Gestione verificati 3/4

Steadfast Group Il CEO è Robert Kelly, nominato in Apr1996, e ha un mandato di 30.17 anni. la retribuzione annua totale è A$ 4.93M, composta da 37.1% di stipendio e 62.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.28% delle azioni della società, per un valore di A$ 15.87M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 5.3 anni.

Informazioni chiave

Robert Kelly

Amministratore delegato

AU$4.9m

Compenso totale

Percentuale dello stipendio del CEO37.11%
Mandato del CEO30.2yrs
Proprietà del CEO0.3%
Durata media del management2.4yrs
Durata media del Consiglio di amministrazione5.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 01

SDF: Dividend And Buyback Program Will Support Future Share Upside

Analysts have raised their price target for Steadfast Group slightly to A$5.97 from A$5.94, reflecting updated views on fair value, the discount rate and a modestly higher future P/E multiple, even as some peers see fewer near term catalysts for share price movements. What's in the News Steadfast Group reported higher revenue and profit in its latest half year results, supported by organic expansion across its broker network, a multi year hard premium cycle and ongoing merger and acquisition activity.
Aggiornamento della narrazione May 04

SDF: Dividend And New CFO Appointment Will Support Future Upside Potential

Analysts have kept their A$5.94 price target for Steadfast Group unchanged, reflecting stable assumptions on discount rate, revenue growth, profit margin and future P/E, while highlighting a lack of near term catalysts in line with recent broader sector views. Analyst Commentary Recent commentary around Steadfast Group points to a broadly neutral stance, with analysts highlighting limited near term catalysts for a re-rating.
Aggiornamento della narrazione Apr 20

SDF: Dividend And New CFO Appointment Will Support Future Share Repricing

Analysts have made a small adjustment to Steadfast Group's valuation, trimming the fair value estimate from about A$5.94 to roughly A$5.94. This reflects slightly different assumptions around revenue growth, profit margins and future P/E, and also highlights a broader lack of clear share price catalysts seen in recent peer research.
Aggiornamento della narrazione Apr 05

SDF: Dividend And New CFO Appointment Will Support Future Share Upside

Analysts have trimmed their price target for Steadfast Group slightly, with the updated fair value moving from A$5.96 to A$5.94. This reflects more cautious assumptions on profit margins and future P/E, even as long term revenue growth expectations remain steady.
Aggiornamento della narrazione Mar 21

SDF: Dividend And New CFO Appointment Will Support Future Share Repricing

Analysts have kept their price target for Steadfast Group steady at A$5.96. They cite a lack of clear near term catalysts, while maintaining unchanged assumptions for discount rate, revenue growth, profit margin and future P/E.
Aggiornamento della narrazione Mar 07

SDF: Dividend Strength And New CFO Appointment Will Support Future Upside Potential

Analysts have trimmed their Steadfast Group price target to A$5.96 from A$6.31 as they update their views on fair value, revenue growth, profit margins and future P/E assumptions. What's in the News Hannah Lee has been appointed Chief Financial Officer of Steadfast Group, effective 24 February 2026, after serving as Interim CFO since 31 August 2025 and previously as Group Financial Controller (Key Developments).
Aggiornamento della narrazione Feb 20

SDF: Stronger Margins And Solid Outlook Will Support Future Upside Potential

Analysts have lifted their price target on Steadfast Group to A$6.31, supported by updated assumptions around slightly higher revenue growth, a modestly stronger profit margin and a slightly lower future P/E multiple. What's in the News Steadfast Group held an Analyst/Investor Day, providing the market with updated information directly from management on the business and on the outlook assumptions used by analysts (Key Developments).
Aggiornamento della narrazione Feb 06

SDF: CEO Return And Steady Margins Will Underpin Future Upside Potential

Analysts have kept their Steadfast Group valuation broadly steady. The latest price target is rounded to about A$6.31, reflecting only minor tweaks to discount rate, revenue growth, profit margin and future P/E assumptions.
Aggiornamento della narrazione Jan 22

SDF: CEO Return And Stable Margins Will Support Future Upside Potential

Analysts have inched their price target for Steadfast Group slightly lower to A$6.31 from A$6.33, reflecting small tweaks to their assumptions around long term revenue growth, profit margins, and future P/E expectations. What's in the News Steadfast Group held an Analyst/Investor Day, giving the market an opportunity to hear updated views from management on the business and outlook (Key Developments).
Aggiornamento della narrazione Jan 07

SDF: CEO Return Timeline And Margin Profile Will Support Future Momentum

Analysts have nudged their price target on Steadfast Group slightly lower to A$6.33 from A$6.34, reflecting small adjustments to assumptions for revenue growth, profit margins and the future P/E multiple. What's in the News Steadfast Group plans to hold an Analyst/Investor Day, giving the market a dedicated forum to hear management updates and ask questions on the business outlook and capital priorities (company event).
Aggiornamento della narrazione Dec 16

SDF: CEO Return And Margin Outlook Will Support Future Momentum

Analysts have slightly reduced their price target for Steadfast Group, reflecting a modest recalibration of fair value. This adjustment accounts for only incremental improvements in revenue growth expectations, alongside a small easing in forecast profit margins and future valuation multiples.
Aggiornamento della narrazione Dec 01

SDF: CEO Return And Confidential Resolution Will Support Future Momentum

Analysts have slightly lowered their price target for Steadfast Group from $6.61 to $6.42, citing marginal changes in forecast revenue growth, profit margin, and future price-to-earnings expectations. What's in the News Steadfast Group Limited has announced the conclusion of an external investigation into a workplace complaint.
Aggiornamento della narrazione Nov 17

SDF: Dividend Payout And Improving Margins Will Drive Stronger Outlook

Narrative Update: Change in Analyst Price Target for Steadfast Group Analysts have slightly lowered their price target for Steadfast Group from $6.62 to $6.61, citing minor adjustments to discount rate and profit margin assumptions. What's in the News Steadfast Group Limited announced an interim dividend of AUD 0.1170 per share for the six months ended June 30, 2025 (Key Developments).
Aggiornamento della narrazione Nov 03

SDF: Dividend Outlook And Stable Margins Will Drive Long-Term Shareholder Value

Analysts have revised their price target for Steadfast Group slightly downward, lowering it from $6.82 to $6.62. They cite softer revenue growth projections and a marginal dip in profit margins as key factors for the adjustment.
Articolo di analisi Aug 18

Steadfast Group Limited's (ASX:SDF) Business Is Yet to Catch Up With Its Share Price

ASX:SDF 1 Year Share Price vs Fair Value Explore Steadfast Group's Fair Values from the Community and select yours When...
Articolo di analisi May 23

Here's Why We Think Steadfast Group (ASX:SDF) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Mar 30

Steadfast Group Limited's (ASX:SDF) Shares May Have Run Too Fast Too Soon

With a price-to-earnings (or "P/E") ratio of 27.5x Steadfast Group Limited ( ASX:SDF ) may be sending very bearish...
Articolo di analisi Feb 27

Steadfast Group (ASX:SDF) Will Pay A Dividend Of A$0.078

Steadfast Group Limited ( ASX:SDF ) has announced that it will pay a dividend of A$0.078 per share on the 27th of...
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Nuova narrazione Feb 09

Rebranded ISU Group And AI Integration Will Strengthen Future Market Position

Strategic acquisitions and international expansion are set to drive future earnings and revenue growth through a combination of cash flow and debt funding.
Articolo di analisi Nov 28

There's Reason For Concern Over Steadfast Group Limited's (ASX:SDF) Price

Steadfast Group Limited's ( ASX:SDF ) price-to-earnings (or "P/E") ratio of 28.1x might make it look like a sell right...
Articolo di analisi Nov 10

Is Now The Time To Put Steadfast Group (ASX:SDF) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi Aug 17

Getting In Cheap On Steadfast Group Limited (ASX:SDF) Is Unlikely

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Articolo di analisi Jul 13

With EPS Growth And More, Steadfast Group (ASX:SDF) Makes An Interesting Case

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Articolo di analisi Apr 06

Do Steadfast Group's (ASX:SDF) Earnings Warrant Your Attention?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Articolo di analisi Mar 20

Steadfast Group Limited's (ASX:SDF) Share Price Not Quite Adding Up

With a price-to-earnings (or "P/E") ratio of 30.6x Steadfast Group Limited ( ASX:SDF ) may be sending very bearish...
Articolo di analisi Mar 01

Steadfast Group (ASX:SDF) Has Announced A Dividend Of A$0.0675

Steadfast Group Limited ( ASX:SDF ) has announced that it will pay a dividend of A$0.0675 per share on the 28th of...
Articolo di analisi Dec 19

Risks To Shareholder Returns Are Elevated At These Prices For Steadfast Group Limited (ASX:SDF)

Steadfast Group Limited's ( ASX:SDF ) price-to-earnings (or "P/E") ratio of 33x might make it look like a strong sell...
Articolo di analisi Aug 19

Steadfast Group (ASX:SDF) Will Pay A Larger Dividend Than Last Year At A$0.09

Steadfast Group Limited ( ASX:SDF ) has announced that it will be increasing its dividend from last year's comparable...
Articolo di analisi Aug 19

Steadfast Group (ASX:SDF) Will Pay A Larger Dividend Than Last Year At A$0.078

The board of Steadfast Group Limited ( ASX:SDF ) has announced that it will be paying its dividend of A$0.078 on the...
Articolo di analisi Aug 18

News Flash: Analysts Just Made A Sizeable Upgrade To Their Steadfast Group Limited (ASX:SDF) Forecasts

Celebrations may be in order for Steadfast Group Limited ( ASX:SDF ) shareholders, with the analysts delivering a...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Robert Kelly rispetto agli utili di Steadfast Group?
DataCompenso totaleStipendioUtili della società
Dec 31 2025n/an/a

AU$356m

Sep 30 2025n/an/a

AU$345m

Jun 30 2025AU$5mAU$2m

AU$335m

Mar 31 2025n/an/a

AU$284m

Dec 31 2024n/an/a

AU$234m

Sep 30 2024n/an/a

AU$231m

Jun 30 2024AU$4mAU$1m

AU$228m

Mar 31 2024n/an/a

AU$216m

Dec 31 2023n/an/a

AU$205m

Sep 30 2023n/an/a

AU$197m

Jun 30 2023AU$5mAU$1m

AU$189m

Mar 31 2023n/an/a

AU$170m

Dec 31 2022n/an/a

AU$151m

Sep 30 2022n/an/a

AU$162m

Jun 30 2022AU$5mAU$1m

AU$172m

Mar 31 2022n/an/a

AU$173m

Dec 31 2021n/an/a

AU$175m

Sep 30 2021n/an/a

AU$159m

Jun 30 2021AU$4mAU$1m

AU$143m

Mar 31 2021n/an/a

AU$117m

Dec 31 2020n/an/a

AU$90m

Sep 30 2020n/an/a

AU$17m

Jun 30 2020AU$4mAU$1m

-AU$55m

Mar 31 2020n/an/a

-AU$32m

Dec 31 2019n/an/a

-AU$9m

Sep 30 2019n/an/a

AU$48m

Jun 30 2019AU$4mAU$982k

AU$104m

Compensazione vs Mercato: La retribuzione totale di Robert ($USD 3.47M ) è superiore alla media delle aziende di dimensioni simili nel mercato Australian ($USD 2.13M ).

Compensazione vs guadagni: La retribuzione di Robert è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Robert Kelly (78 yo)

30.2yrs
Mandato
AU$4,928,495
Compensazione

Mr. Robert Bernard Kelly, AM, Founded Steadfast Group Limited and has been its Chief Executive Officer and Managing Director since April 18, 1996. Mr. Kelly has experience in the insurance industry. He ser...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Kelly
Founder30.2yrsAU$4.93m0.28%
A$ 15.9m
Samantha Hollman
Chief Executive Officer of International3.3yrsAU$1.66m0.035%
A$ 2.0m
Hannah Lee
Chief Financial Officerless than a yearNessun datoNessun dato
David Gillespie
Chief Technology Officer1.1yrsNessun datoNessun dato
Shalome Ruiter
Executive General Manager of Investor Relations & ESG3yrsNessun datoNessun dato
Duncan A. Ramsay
Chief Legal Officer10.9yrsNessun datoNessun dato
Abby Taoube
Executive General Manager of Peopleless than a yearNessun datoNessun dato
Nick McKee
Chief Operating Officer of International2.7yrsNessun datoNessun dato
Eimear McKeever
Chief Financial Officer of International2.4yrsNessun datoNessun dato
Tim Mathieson
Chief Executive Officer of Australasia Broking1.1yrsNessun datoNessun dato
Mark Senkevics
Chief Executive Officer of Underwriting Agenciesno dataNessun datoNessun dato
Christopher Sargent
Company Secretary1.3yrsNessun datoNessun dato
2.4yrs
Durata media

Gestione esperta: Il team dirigenziale di SDF è considerato esperto (durata media dell'incarico 2.4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Robert Kelly
Founder30.2yrsAU$4.93m0.28%
A$ 15.9m
Vicki Allen
Independent Non-Executive Chairman5.3yrsAU$232.40k0.0050%
A$ 287.4k
Michael Goodwin
Independent Non-Executive Directorless than a yearNessun dato0.012%
A$ 671.9k
Gai McGrath
Non-Executive Independent Director8yrsAU$232.40k0.0061%
A$ 350.2k
Gregory Rynenberg
Non-Executive Director27.8yrsAU$222.40k0.093%
A$ 5.3m
Andrew Bloore
Independent Director2.6yrsAU$222.45kNessun dato
Joan Cleary
Independent Non-Executive Director3.9yrsAU$232.40k0.0042%
A$ 240.5k
5.3yrs
Durata media
65.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SDF sono considerati esperti (durata media dell'incarico 5.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 12:25
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2025/12/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Steadfast Group Limited è coperta da 17 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Andrew AdamsBarrenjoey Markets Pty Limited
Nicholas McGarrigleBarrenjoey Markets Pty Limited
Jeff CaiCitigroup Inc