AUB Group Limited

ASX:AUB 株式レポート

時価総額：AU$3.2b

AUB Group 将来の成長

Future 基準チェック /36

AUB Group利益と収益がそれぞれ年間12%と10.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.7% 8.8%なると予測されています。

主要情報

12.0%

収益成長率

8.78%

EPS成長率

Insurance 収益成長6.9%
収益成長率10.9%
将来の株主資本利益率14.66%
アナリストカバレッジ

Good

最終更新日22 May 2026

今後の成長に関する最新情報

分析記事 • Aug 23

AUB Group Limited Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

AUB Group Limited ( ASX:AUB ) missed earnings with its latest full-year results, disappointing overly-optimistic...

Recent updates

ナラティブの更新 • May 13

AUB: Capital Deployment Into Accretive Acquisitions Will Support Future Repricing

Narrative Update on AUB Group The analyst price target for AUB Group has been revised to A$34.06, with the neutral change framed around a slightly higher discount rate and P/E assumptions, as analysts reassess sector-wide drivers in a manner similar to recent updates seen across midcap financial stocks. Analyst Commentary Recent sector research on midcap financial stocks gives some context for how analysts are thinking about AUB Group, particularly around valuation, growth expectations and execution risks.
ナラティブの更新 • Apr 28

AUB: Capital Return And Equity Raising Will Support Future Repricing

Analysts have trimmed AUB Group's fair value estimate to about A$34.06 from A$34.68, reflecting slightly lower assumed profit margins and a modestly reduced future P/E multiple, while keeping other key inputs broadly unchanged. Analyst Commentary Recent Street research around financials with similar valuation frameworks offers some context for AUB Group, especially where analysts have adjusted price targets while keeping core views on earnings power and risk profile intact.
ナラティブの更新 • Apr 10

AUB: Capital Return And Equity Raising Will Support Future Upside

Analysts have trimmed their AUB Group price target slightly to A$34.68 from A$34.86, reflecting updated views on fair value, expected growth and margins, while keeping broader sector drivers in mind. Analyst Commentary Recent research activity around comparable financial groups points to a mix of optimism on growth drivers and some caution on valuation risk, which investors can apply as a lens when thinking about AUB Group.
ナラティブの更新 • Mar 27

AUB: Sector Tailwinds And Capital Return Will Support Future Upside

Narrative Update on AUB Group The analyst price target for AUB Group has been revised to A$34.86, with analysts pointing to sector tailwinds such as loan growth, net interest margin and capital return as key supports for the updated valuation. Analyst Commentary Analysts framing the A$34.86 price target for AUB Group are drawing on themes seen across midcap financials, particularly around how loan growth, net interest margin and capital return feed into valuation support.
ナラティブの更新 • Mar 13

AUB: Future Margins And Accretive Acquisitions Will Support Upside

Analysts have nudged their AUB Group price target slightly higher to about A$34.86 from A$34.77. This reflects updated views on revenue growth, profit margins and future P/E assumptions.
ナラティブの更新 • Feb 26

AUB: Higher Future P/E And Acquisitions Will Support Upside Potential

Analysts have adjusted their fair value estimate for AUB Group to A$34.77 from A$38.51, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. Analyst Commentary Recent fair value work on AUB Group reflects a more detailed reassessment of revenue growth assumptions, profit margins and the P/E multiple that analysts are willing to apply.
ナラティブの更新 • Feb 12

AUB: Revised Discount Rate And P/E Framework Will Support Future Upside Potential

Analysts have lifted their AUB Group price target to A$38.51, with the tweak supported by updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent target changes point to analysts refining their views on AUB Group rather than swinging to any extreme stance.
ナラティブの更新 • Jan 28

AUB: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Power

Analysts have nudged their price target for AUB Group slightly higher to A$38.51, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation work. Analyst Commentary Recent updates to the A$38.51 price target reflect fresh thinking around AUB Group's revenue outlook, profitability, and the P/E multiples analysts are comfortable using in their models.
ナラティブの更新 • Dec 24

AUB: Steepening Yield Curve Will Drive Stronger Medium Term Earnings Power

Analysts have modestly reduced their price target for AUB Group, trimming expectations by a few dollars per share to reflect recent underwhelming quarterly results, including net interest margin pressure and softer loan growth, while still acknowledging a supportive medium term backdrop. Analyst Commentary Analyst views on AUB Group currently reflect a balanced mix of optimism around the medium term setup and caution around near term execution risks, particularly in light of recent quarterly softness.
ナラティブの更新 • Dec 10

AUB: Steepening Yield Curve Will Support Stronger Medium Term Earnings Power

Analysts have trimmed their price target on AUB Group to approximately $38.47 from about $42.32, citing slightly underwhelming recent performance but maintaining a constructive view on improved growth and margin dynamics as the operating backdrop becomes more favorable. Analyst Commentary Analyst sentiment around AUB Group remains mixed but constructive, with the recent reduction in the consensus price target reflecting near term execution noise rather than a fundamental shift in the long term investment case.
ナラティブの更新 • Nov 25

AUB: Improving Loan Growth Outlook And Takeover Interest Will Drive Future Upside

Analysts have slightly lowered their price target for AUB Group, citing modest underperformance in third-quarter results and tempered outlooks. The consensus target has moved down by approximately $2.50 to reflect softer near-term expectations in revenue and loan growth.
ナラティブの更新 • Nov 11

AUB: Future Takeover Offers And Market Conditions Will Shape Performance

Analysts have raised their fair value price target for AUB Group from $39.26 to $42.32 per share. They cite expectations of improved growth dynamics and more favorable market conditions supporting future performance.
ナラティブの更新 • Oct 28

Digital Expansion And Acquisitions Will Drive Opportunity Amid Industry Caution

Analysts have raised their fair value estimate for AUB Group to $39.26 from $37.69. They cite a modest upward reassessment of long-term fundamentals, despite only slight changes in growth and profitability assumptions.
ナラティブの更新 • Aug 27

Integration Of Tysers And Global Expansion Will Strengthen Future Prospects

AUB Group’s price target was revised upward to A$37.52 as analysts cite favorable earnings prospects, accelerating loan growth, and resilient credit quality, despite ongoing valuation discounts relative to major banks. Analyst Commentary Midcap banks are trading at their widest discount to the largest banks in over a decade.
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新しいナラティブ • Feb 09

Acquisition Expansion And AI Integration Will Drive Future Success In Insurance Industry

Strategic investments and international expansion efforts are expected to drive substantial revenue growth and broaden AUB Group’s specialty and retail operations.
分析記事 • Aug 23

AUB Group Limited Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

AUB Group Limited ( ASX:AUB ) missed earnings with its latest full-year results, disappointing overly-optimistic...
分析記事 • Aug 07

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

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
分析記事 • May 07

We Ran A Stock Scan For Earnings Growth And AUB Group (ASX:AUB) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Feb 22

AUB Group (ASX:AUB) Will Pay A Dividend Of A$0.20

AUB Group Limited ( ASX:AUB ) has announced that it will pay a dividend of A$0.20 per share on the 5th of April...
分析記事 • Feb 08

Shareholders Should Be Pleased With AUB Group Limited's (ASX:AUB) Price

AUB Group Limited's ( ASX:AUB ) price-to-earnings (or "P/E") ratio of 51.5x might make it look like a strong sell right...
分析記事 • Aug 28

AUB Group (ASX:AUB) Is Paying Out A Larger Dividend Than Last Year

AUB Group Limited's ( ASX:AUB ) dividend will be increasing from last year's payment of the same period to A$0.47 on...
分析記事 • Aug 26

AUB Group's (ASX:AUB) Dividend Will Be Reduced To A$0.38

AUB Group Limited ( ASX:AUB ) is reducing its dividend to A$0.38 on the 7th of Octoberwhich is 2.6% less than last...

業績と収益の成長予測

ASX:AUB - アナリストの将来予測と過去の財務データ ( )AUD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/20281,8752542852117
6/30/20271,7862322972778
6/30/20261,611159532588
12/31/20251,207189267271N/A
9/30/20251,190185324329N/A
6/30/20251,173180382387N/A
3/31/20251,133145332337N/A
12/31/20241,093110282288N/A
9/30/20241,072124179185N/A
6/30/20241,0501377682N/A
3/31/20241,02812797101N/A
12/31/20231,005116118121N/A
9/30/202391691160161N/A
6/30/202382765201202N/A
3/31/202367659166168N/A
12/31/202252553130133N/A
9/30/202244967112114N/A
6/30/2022373819396N/A
3/31/202236679101101N/A
12/31/202135977108107N/A
9/30/202135574110110N/A
6/30/202135271112113N/A
3/31/202134662108109N/A
12/31/202034054104105N/A
9/30/2020338509798N/A
6/30/2020335479090N/A
3/31/2020330467680N/A
12/31/2019325456370N/A
9/30/201931647N/A70N/A
6/30/201930748N/A70N/A
3/31/201930145N/A53N/A
12/31/201829443N/A37N/A
9/30/201828645N/A47N/A
6/30/201827847N/A58N/A
3/31/201827545N/AN/AN/A
12/31/201727344N/A67N/A
9/30/201726939N/A61N/A
6/30/201726533N/A56N/A
3/31/201725732N/AN/AN/A
12/31/201625031N/A43N/A
9/30/201624236N/A34N/A
6/30/201623442N/A25N/A
3/31/201623043N/A33N/A
12/31/201522645N/A41N/A
9/30/201522140N/A43N/A
6/30/201521735N/A44N/A

アナリストによる今後の成長予測

収入対貯蓄率: AUBの予測収益成長率 (年間12% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: AUBの収益 ( 12% ) はAustralian市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高成長収益: AUBの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AUBの収益 ( 10.9% ) Australian市場 ( 6.2% ) よりも速いペースで成長すると予測されています。

高い収益成長: AUBの収益 ( 10.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AUBの 自己資本利益率 は、3年後には低くなると予測されています ( 14.7 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/23 10:17
終値2026/05/22 00:00
収益2025/12/31
年間収益2025/06/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AUB Group Limited 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
Andrew AdamsBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew KearnanBofA Global Research