View Financial HealthAUB Group 配当と自社株買い配当金 基準チェック /56AUB Group配当を支払う会社であり、現在の利回りは3.44%で、収益によって十分にカバーされています。主要情報3.4%配当利回り0%バイバック利回り総株主利回り3.4%将来の配当利回り4.6%配当成長8.1%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向54%最近の配当と自社株買いの更新Declared Dividend • Aug 23Final dividend of AU$0.59 announcedShareholders will receive a dividend of AU$0.59. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23AUB Group Limited Announces Dividend for Six Months Ended June 30, 2024AUB Group Limited announced dividend of AUD 0.59000000 for the six months ended June 30, 2024. Ex Date is 6 September 2024. Record Date is 9 September 2024. Payment Date is 27 September 2024.Declared Dividend • Feb 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 29th February 2024 Payment date: 5th April 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.47 per share at 2.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).お知らせ • Aug 23AUB Group Limited Declares Dividend for the Six Months Ended on June 30, 2023, Payable on October 9, 2023AUB Group Limited declared dividend of AUD 0.47000000 relates to a period of six months ended on June 30, 2023, payable on October 9, 2023. Ex-date is September 7, 2023 and record date is September 8, 2023.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).すべての更新を表示Recent updatesお知らせ • Mar 10AUB Group Limited (ASX:AUB) completed the acquisition of 95.90% stake in PIHL Holdings Limited.AUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million on January 27, 2026. A cash consideration of £219 million will be paid by AUB Group Limited. As part of consideration, £219 million is paid towards common equity of PIHL Holdings Limited. AUB has also entered into an agreement for an additional debt facility of £101.12 million (AUD 200 million) with Macquarie Bank Limited. In conjunction with the new debt, AUB is undertaking a £202.24 million (AUD 400 million) equity raising, to fund the acquisition of Prestige and associated costs. Macquarie Capital is acting as sole lead manager, bookrunner and underwriter to the Equity Raising. The transaction includes Prestige Insurance Broking businesses, including AbbeyAutoline, Open and Direct, Bond Lovis & Find Insurance NI; Prestige Insurance MGA businesses, including Prestige Underwriting & Octane London Market; and Insurance technology platform, Covernet. Prestige is employing ~650 people. The transaction is subject to regulatory approval and expected to complete before June 30, 2026. The transaction reflects TEV/EBITDA multiple of 12.9x and 10.0x (including quantified synergies). The Prestige acquisition and the Step-ups are expected to be EPS neutral pre-synergies and low to mid-single digit EPS accretive post synergies for CY25 on a pro-forma basis.7 Deployment of the cash and debt headroom over time is expected to lead to additional EPS accretion. Allens and Pinsent Masons acted as legal advisors to AUB Group Limited. Deloitte Touche Tohmatsu Australia, Investment Banking Arm acted financial advisor to AUB Group Limited. Continuum Advisory Partners acted as financial advisor to PIHL Holdings Limited. Carson McDowell acted as legal advisor to PIHL Holdings Limited. Ernst & Young LLP (UK) acted as accountant to PIHL Holdings Limited. AUB Group Limited (ASX:AUB) completed the acquisition of 95.90% stake in PIHL Holdings Limited on March 10, 2026.お知らせ • Feb 25+ 2 more updatesAUB Group Limited Appoints Nick Dryden as Chief Financial Officer, Effective 24 February 2026AUB Group Limited has appointed Nick Dryden as Chief Financial Officer (CFO), effective 24 February 2026. Nick joined AUB as Deputy CFO in June 2023, and was appointed Interim CFO on 16 September 2025.お知らせ • Jan 30+ 2 more updatesAUB Group Limited, Annual General Meeting, Nov 12, 2026AUB Group Limited, Annual General Meeting, Nov 12, 2026.お知らせ • Jan 28AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 400.000024 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 400.000024 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,605,443 Price\Range: AUD 29.4 Discount Per Security: AUD 0.588 Transaction Features: Subsequent Direct Listingお知らせ • Jan 27+ 2 more updatesAUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million.AUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million on January 27, 2026. A cash consideration of £219 million will be paid by AUB Group Limited. As part of consideration, £219 million is paid towards common equity of PIHL Holdings Limited. AUB has also entered into an agreement for an additional debt facility of £101.12 with Macquarie Bank Limited. In conjunction with the new debt, AUB is undertaking an £202.24 million equity raising, to fund the acquisition of Prestige and associated costs. The transaction reflects TEV/EBITDA multiple of 12.9x. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is June 30, 2026.お知らせ • Dec 01Arbutus Pte. Limited and CVC Asia Pacific Ltd. terminated the acquisition of AUB Group Limited (ASX:AUB).Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5 billion on September 13, 2025. A cash consideration valued at AUD 43 per share will be paid by Arbutus Pte. Limited. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and definitive agreement. As of September 26, 2025 Offer per share has been increased from AUD 43 per share to AUD 45 per share. As of November 10, 2025, CVC Asia Pacific Ltd. joins Arbutus Pte. Limited to jointly acquire AUB Group Limited. Macquarie Capital (Australia) Limited acted as Financial advisor and Allens acted as legal advisor to AUB Group Limited. Goldman Sachs (Singapore) Pte acted as financial advisor to EQT, parent of Arbutus Pte. Limited. Arbutus Pte. Limited and CVC Asia Pacific Ltd. terminated the acquisition of AUB Group Limited (ASX:AUB) on December 1, 2025. The Consortium has advised AUB that it does not intend to proceed with a binding proposal at a price of AUD 45 per share. Accordingly, the parties have agreed to terminate discussions. The AUB Board believes that a price of AUD 45 per share appropriately values AUB in the current market environment.お知らせ • Oct 29EQT Reportedly in Talks to Buy $4 Billion AUB GroupAUB Group Limited (ASX:AUB) is expected to offer more insight to the ASX before it opens on 28 October 2025 morning on talk in the market that private equity firm EQT AB (publ) (OM:EQT) has been in discussions to buy the $4 billion listed insurance broking firm, sources say. It comes as AUB paused the trading of its shares on 27 October 2025, with well-informed sources saying that AUB and EQT had been in takeover talks.お知らせ • Oct 28Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5.3 billion.Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5.3 billion on September 26, 2025. A cash consideration valued at AUD 45 per share will be paid by Arbutus Pte. Limited. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and definitive agreement. Macquarie Capital (Australia) Limited acted as Financial advisor and Allens acted as legal advisor to AUB Group Limited.お知らせ • Jan 31+ 2 more updatesAUB Group Limited, Annual General Meeting, Nov 13, 2025AUB Group Limited, Annual General Meeting, Nov 13, 2025.Declared Dividend • Aug 23Final dividend of AU$0.59 announcedShareholders will receive a dividend of AU$0.59. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 23AUB Group Limited Announces Dividend for Six Months Ended June 30, 2024AUB Group Limited announced dividend of AUD 0.59000000 for the six months ended June 30, 2024. Ex Date is 6 September 2024. Record Date is 9 September 2024. Payment Date is 27 September 2024.Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$1.26 (vs AU$0.65 in FY 2023)Full year 2024 results: EPS: AU$1.26 (up from AU$0.65 in FY 2023). Revenue: AU$1.05b (up 27% from FY 2023). Net income: AU$137.1m (up 110% from FY 2023). Profit margin: 13% (up from 7.9% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Insurance industry in Europe.お知らせ • Aug 21AUB Group Limited, Annual General Meeting, Oct 31, 2024AUB Group Limited, Annual General Meeting, Oct 31, 2024.お知らせ • Aug 20AUB Group Limited (ASX:AUB) agreed to acquire 80% stake in Movo Eastbourne Limited.AUB Group Limited (ASX:AUB) agreed to acquire 80% stake in Movo Eastbourne Limited on August 19, 2024. The transaction is subject to regulatory approval. AUB acquired Movo including Authorised Representative (AR) network Movo Partnership Equity broking group, Movo Insurance Brokers, and Insurance technology platform, Durell Software. Grant Thornton International Ltd. acted as accountant for Movo Eastbourne Limited. Gannons acted as legal advisor for Movo Eastbourne Limited. InsureLaw Gibraltar advised Movo. Deloitte UK acted as accountant for AUB Group Limited. Pinsent Masons acted as legal advisor for AUB Group Limited.お知らせ • Jun 26AUB Group Limited to Report Fiscal Year 2024 Results on Aug 21, 2024AUB Group Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 21, 2024お知らせ • Jun 15AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 24.999975 million.AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 24.999975 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 909,090 Price\Range: AUD 27.5New Risk • May 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (7.3% increase in shares outstanding).お知らせ • May 24AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 200.00002 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 200.00002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,272,728 Price\Range: AUD 27.5 Discount Per Security: AUD 0.55 Transaction Features: Subsequent Direct Listingお知らせ • May 23+ 1 more updateAUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 200.00002 million.AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 200.00002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,272,728 Price\Range: AUD 27.5 Discount Per Security: AUD 0.548 Transaction Features: Subsequent Direct ListingDeclared Dividend • Feb 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 29th February 2024 Payment date: 5th April 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.49 (vs AU$0.023 in 1H 2023)First half 2024 results: EPS: AU$0.49 (up from AU$0.023 in 1H 2023). Revenue: AU$505.1m (up 54% from 1H 2023). Net income: AU$53.1m (up AU$50.9m from 1H 2023). Profit margin: 11% (up from 0.7% in 1H 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Insurance industry in Germany.お知らせ • Jan 25AUB Group Limited to Report First Half, 2024 Results on Feb 20, 2024AUB Group Limited announced that they will report first half, 2024 results on Feb 20, 2024お知らせ • Nov 03AUB Group Limited Announces Changes to Its Board of Directors, Effective 2 November 2023AUB Group Limited announced changes to its Board of Directors, effective from the conclusion of the Annual General Meeting on 2 November 2023. Melanie Laing will be appointed as a Non-Executive Director and Chair of the Remuneration and People Committee, and Robin Low will retire from the Board. Melanie Laing is a Non-Executive Director of global, ASX-listed (US domiciled) digital education provider, Keypath Education, where she chairs the people, remuneration and sustainability committee. She is also a Non-Executive Director of ASX-listed Ridley Corporation, one of Australia's leading agricultural companies. Melanie was group executive of HR at Commonwealth Bank of Australia, where she was responsible for the strategic planning, transformation and implementation of the bank's global people agenda and HR operations. Previously, she was global head of people and culture at Origin Energy, and has held senior HR leadership roles with Unisys, Vodafone, General Re and Times Mirror, in Australia and overseas. Robin Low will retire from the Board and as Chair of the Board Audit and Risk Committee, after almost 10 years of service.Buying Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €22.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Upcoming Dividend • Aug 31Upcoming dividend of AU$0.47 per share at 2.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).お知らせ • Aug 23AUB Group Limited Declares Dividend for the Six Months Ended on June 30, 2023, Payable on October 9, 2023AUB Group Limited declared dividend of AUD 0.47000000 relates to a period of six months ended on June 30, 2023, payable on October 9, 2023. Ex-date is September 7, 2023 and record date is September 8, 2023.Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.65 (vs AU$1.06 in FY 2022)Full year 2023 results: EPS: AU$0.65 (down from AU$1.06 in FY 2022). Revenue: AU$827.4m (up 122% from FY 2022). Net income: AU$65.3m (down 19% from FY 2022). Profit margin: 7.9% (down from 22% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Insurance industry in Germany.お知らせ • Aug 22AUB Group Limited, Annual General Meeting, Nov 02, 2023AUB Group Limited, Annual General Meeting, Nov 02, 2023, at 10:00 AUS Eastern Standard Time.Buying Opportunity • Aug 11Now 21% undervaluedOver the last 90 days, the stock is up 1.8%. The fair value is estimated to be €20.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 21% per annum over the same time period.お知らせ • Jun 09AUB Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023AUB Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023お知らせ • May 19AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 150 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 150 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,250,000 Price\Range: AUD 24 Discount Per Security: AUD 0.48 Transaction Features: Subsequent Direct Listingお知らせ • May 18AUB Group Limited Revises Earnings Guidance for the Year 2023AUB Group Limited revised earnings guidance for the year 2023. For the year 2023, the company expects UNPAT to be in the range of AUD 120 million to AUD 124 million (previously AUD 112.9 million AUD 121.4 million) including 9 months of Tysers profit from 1 October 2022.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.004 (vs AU$0.40 in 1H 2022)First half 2023 results: EPS: AU$0.004 (down from AU$0.40 in 1H 2022). Revenue: AU$327.6m (up 87% from 1H 2022). Net income: AU$364.0k (down 99% from 1H 2022). Profit margin: 0.1% (down from 17% in 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Insurance industry in Germany.お知らせ • Jan 27AUB Group Limited Appoints Andrew Kendrick as A Non-Executive DirectorAUB Group Limited announced the appointment of Andrew Kendrick as a Non-Executive Director, effective 27 January 2023. Following AUB's recent acquisition of Tysers, Andrew has also been appointed as chair of the Tysers board. Andrew is a former Non-Executive Director of Lloyd's of London, Lloyd's Market Association and Russian Reinsurance Co. He has more than 40 years' experience in the insurance industry in the UK, Europe and Bermuda. Andrew's executive career includes leadership positions with Chubb and Ace, culminating in the role of President & Chairman, Chubb European Group. He began his career at Sturge Syndicate 210, and held a number of senior underwriting positions with Ockham Underwriting. In accordance with AUB's constitution, Andrew will stand for election at the 2023 Annual General Meeting.Buying Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €18.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.お知らせ • Dec 12AUB Group Limited to Report First Half, 2023 Results on Feb 22, 2023AUB Group Limited announced that they will report first half, 2023 results on Feb 22, 2023Upcoming Dividend • Aug 31Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$1.06 (vs AU$0.95 in FY 2021)Full year 2022 results: EPS: AU$1.06 (up from AU$0.95 in FY 2021). Revenue: AU$372.6m (up 5.9% from FY 2021). Net income: AU$80.8m (up 14% from FY 2021). Profit margin: 22% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 148%, compared to a 26% growth forecast for the Insurance industry in Germany.Recent Insider Transactions • Jun 06CEO, MD & Director recently bought €67k worth of stockOn the 3rd of June, Michael Emmett bought around 5k shares on-market at roughly €12.44 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Cath Rogers was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.決済の安定と成長配当データの取得安定した配当: A5Hの1株当たり配当金は過去10年間安定しています。増加する配当: A5Hの配当金は過去10年間にわたって増加しています。配当利回り対市場AUB Group 配当利回り対市場A5H 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (A5H)3.4%市場下位25% (DE)1.5%市場トップ25% (DE)4.5%業界平均 (Insurance)4.5%アナリスト予想 (A5H) (最長3年)4.6%注目すべき配当: A5Hの配当金 ( 3.44% ) はGerman市場の配当金支払者の下位 25% ( 1.54% ) よりも高くなっています。高配当: A5Hの配当金 ( 3.44% ) はGerman市場の配当金支払者の上位 25% ( 4.55% ) と比較すると低いです。株主への利益配当収益カバレッジ: A5Hの配当金は、合理的な 配当性向 ( 53.7% ) により、利益によって賄われています。株主配当金キャッシュフローカバレッジ: A5Hの 現金配当性向 ( 41.6% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YDE 市場の強力な配当支払い企業。View Management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2026/05/24 01:34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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 LimitedBenjamin BrayshawBarrenjoey Markets Pty LimitedAndrew KearnanBofA Global Research17 その他のアナリストを表示
Declared Dividend • Aug 23Final dividend of AU$0.59 announcedShareholders will receive a dividend of AU$0.59. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23AUB Group Limited Announces Dividend for Six Months Ended June 30, 2024AUB Group Limited announced dividend of AUD 0.59000000 for the six months ended June 30, 2024. Ex Date is 6 September 2024. Record Date is 9 September 2024. Payment Date is 27 September 2024.
Declared Dividend • Feb 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 29th February 2024 Payment date: 5th April 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.47 per share at 2.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).
お知らせ • Aug 23AUB Group Limited Declares Dividend for the Six Months Ended on June 30, 2023, Payable on October 9, 2023AUB Group Limited declared dividend of AUD 0.47000000 relates to a period of six months ended on June 30, 2023, payable on October 9, 2023. Ex-date is September 7, 2023 and record date is September 8, 2023.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
お知らせ • Mar 10AUB Group Limited (ASX:AUB) completed the acquisition of 95.90% stake in PIHL Holdings Limited.AUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million on January 27, 2026. A cash consideration of £219 million will be paid by AUB Group Limited. As part of consideration, £219 million is paid towards common equity of PIHL Holdings Limited. AUB has also entered into an agreement for an additional debt facility of £101.12 million (AUD 200 million) with Macquarie Bank Limited. In conjunction with the new debt, AUB is undertaking a £202.24 million (AUD 400 million) equity raising, to fund the acquisition of Prestige and associated costs. Macquarie Capital is acting as sole lead manager, bookrunner and underwriter to the Equity Raising. The transaction includes Prestige Insurance Broking businesses, including AbbeyAutoline, Open and Direct, Bond Lovis & Find Insurance NI; Prestige Insurance MGA businesses, including Prestige Underwriting & Octane London Market; and Insurance technology platform, Covernet. Prestige is employing ~650 people. The transaction is subject to regulatory approval and expected to complete before June 30, 2026. The transaction reflects TEV/EBITDA multiple of 12.9x and 10.0x (including quantified synergies). The Prestige acquisition and the Step-ups are expected to be EPS neutral pre-synergies and low to mid-single digit EPS accretive post synergies for CY25 on a pro-forma basis.7 Deployment of the cash and debt headroom over time is expected to lead to additional EPS accretion. Allens and Pinsent Masons acted as legal advisors to AUB Group Limited. Deloitte Touche Tohmatsu Australia, Investment Banking Arm acted financial advisor to AUB Group Limited. Continuum Advisory Partners acted as financial advisor to PIHL Holdings Limited. Carson McDowell acted as legal advisor to PIHL Holdings Limited. Ernst & Young LLP (UK) acted as accountant to PIHL Holdings Limited. AUB Group Limited (ASX:AUB) completed the acquisition of 95.90% stake in PIHL Holdings Limited on March 10, 2026.
お知らせ • Feb 25+ 2 more updatesAUB Group Limited Appoints Nick Dryden as Chief Financial Officer, Effective 24 February 2026AUB Group Limited has appointed Nick Dryden as Chief Financial Officer (CFO), effective 24 February 2026. Nick joined AUB as Deputy CFO in June 2023, and was appointed Interim CFO on 16 September 2025.
お知らせ • Jan 30+ 2 more updatesAUB Group Limited, Annual General Meeting, Nov 12, 2026AUB Group Limited, Annual General Meeting, Nov 12, 2026.
お知らせ • Jan 28AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 400.000024 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 400.000024 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 13,605,443 Price\Range: AUD 29.4 Discount Per Security: AUD 0.588 Transaction Features: Subsequent Direct Listing
お知らせ • Jan 27+ 2 more updatesAUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million.AUB Group Limited (ASX:AUB) entered into an agreement to acquire 95.90% stake in PIHL Holdings Limited for approximately £220 million on January 27, 2026. A cash consideration of £219 million will be paid by AUB Group Limited. As part of consideration, £219 million is paid towards common equity of PIHL Holdings Limited. AUB has also entered into an agreement for an additional debt facility of £101.12 with Macquarie Bank Limited. In conjunction with the new debt, AUB is undertaking an £202.24 million equity raising, to fund the acquisition of Prestige and associated costs. The transaction reflects TEV/EBITDA multiple of 12.9x. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is June 30, 2026.
お知らせ • Dec 01Arbutus Pte. Limited and CVC Asia Pacific Ltd. terminated the acquisition of AUB Group Limited (ASX:AUB).Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5 billion on September 13, 2025. A cash consideration valued at AUD 43 per share will be paid by Arbutus Pte. Limited. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and definitive agreement. As of September 26, 2025 Offer per share has been increased from AUD 43 per share to AUD 45 per share. As of November 10, 2025, CVC Asia Pacific Ltd. joins Arbutus Pte. Limited to jointly acquire AUB Group Limited. Macquarie Capital (Australia) Limited acted as Financial advisor and Allens acted as legal advisor to AUB Group Limited. Goldman Sachs (Singapore) Pte acted as financial advisor to EQT, parent of Arbutus Pte. Limited. Arbutus Pte. Limited and CVC Asia Pacific Ltd. terminated the acquisition of AUB Group Limited (ASX:AUB) on December 1, 2025. The Consortium has advised AUB that it does not intend to proceed with a binding proposal at a price of AUD 45 per share. Accordingly, the parties have agreed to terminate discussions. The AUB Board believes that a price of AUD 45 per share appropriately values AUB in the current market environment.
お知らせ • Oct 29EQT Reportedly in Talks to Buy $4 Billion AUB GroupAUB Group Limited (ASX:AUB) is expected to offer more insight to the ASX before it opens on 28 October 2025 morning on talk in the market that private equity firm EQT AB (publ) (OM:EQT) has been in discussions to buy the $4 billion listed insurance broking firm, sources say. It comes as AUB paused the trading of its shares on 27 October 2025, with well-informed sources saying that AUB and EQT had been in takeover talks.
お知らせ • Oct 28Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5.3 billion.Arbutus Pte. Limited entered into a unsolicited, confidential and non-binding indicative proposal to acquire AUB Group Limited (ASX:AUB) for AUD 5.3 billion on September 26, 2025. A cash consideration valued at AUD 45 per share will be paid by Arbutus Pte. Limited. The transaction is subject to approval of merger agreement by target board, consummation of due diligence investigation and definitive agreement. Macquarie Capital (Australia) Limited acted as Financial advisor and Allens acted as legal advisor to AUB Group Limited.
お知らせ • Jan 31+ 2 more updatesAUB Group Limited, Annual General Meeting, Nov 13, 2025AUB Group Limited, Annual General Meeting, Nov 13, 2025.
Declared Dividend • Aug 23Final dividend of AU$0.59 announcedShareholders will receive a dividend of AU$0.59. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 3.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (63% earnings payout ratio) but not covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 8.3% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 23AUB Group Limited Announces Dividend for Six Months Ended June 30, 2024AUB Group Limited announced dividend of AUD 0.59000000 for the six months ended June 30, 2024. Ex Date is 6 September 2024. Record Date is 9 September 2024. Payment Date is 27 September 2024.
Reported Earnings • Aug 22Full year 2024 earnings released: EPS: AU$1.26 (vs AU$0.65 in FY 2023)Full year 2024 results: EPS: AU$1.26 (up from AU$0.65 in FY 2023). Revenue: AU$1.05b (up 27% from FY 2023). Net income: AU$137.1m (up 110% from FY 2023). Profit margin: 13% (up from 7.9% in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Insurance industry in Europe.
お知らせ • Aug 21AUB Group Limited, Annual General Meeting, Oct 31, 2024AUB Group Limited, Annual General Meeting, Oct 31, 2024.
お知らせ • Aug 20AUB Group Limited (ASX:AUB) agreed to acquire 80% stake in Movo Eastbourne Limited.AUB Group Limited (ASX:AUB) agreed to acquire 80% stake in Movo Eastbourne Limited on August 19, 2024. The transaction is subject to regulatory approval. AUB acquired Movo including Authorised Representative (AR) network Movo Partnership Equity broking group, Movo Insurance Brokers, and Insurance technology platform, Durell Software. Grant Thornton International Ltd. acted as accountant for Movo Eastbourne Limited. Gannons acted as legal advisor for Movo Eastbourne Limited. InsureLaw Gibraltar advised Movo. Deloitte UK acted as accountant for AUB Group Limited. Pinsent Masons acted as legal advisor for AUB Group Limited.
お知らせ • Jun 26AUB Group Limited to Report Fiscal Year 2024 Results on Aug 21, 2024AUB Group Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 21, 2024
お知らせ • Jun 15AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 24.999975 million.AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 24.999975 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 909,090 Price\Range: AUD 27.5
New Risk • May 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (7.3% increase in shares outstanding).
お知らせ • May 24AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 200.00002 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 200.00002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,272,728 Price\Range: AUD 27.5 Discount Per Security: AUD 0.55 Transaction Features: Subsequent Direct Listing
お知らせ • May 23+ 1 more updateAUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 200.00002 million.AUB Group Limited has filed a Follow-on Equity Offering in the amount of AUD 200.00002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 7,272,728 Price\Range: AUD 27.5 Discount Per Security: AUD 0.548 Transaction Features: Subsequent Direct Listing
Declared Dividend • Feb 22First half dividend of AU$0.20 announcedShareholders will receive a dividend of AU$0.20. Ex-date: 29th February 2024 Payment date: 5th April 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.8%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 21First half 2024 earnings released: EPS: AU$0.49 (vs AU$0.023 in 1H 2023)First half 2024 results: EPS: AU$0.49 (up from AU$0.023 in 1H 2023). Revenue: AU$505.1m (up 54% from 1H 2023). Net income: AU$53.1m (up AU$50.9m from 1H 2023). Profit margin: 11% (up from 0.7% in 1H 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Insurance industry in Germany.
お知らせ • Jan 25AUB Group Limited to Report First Half, 2024 Results on Feb 20, 2024AUB Group Limited announced that they will report first half, 2024 results on Feb 20, 2024
お知らせ • Nov 03AUB Group Limited Announces Changes to Its Board of Directors, Effective 2 November 2023AUB Group Limited announced changes to its Board of Directors, effective from the conclusion of the Annual General Meeting on 2 November 2023. Melanie Laing will be appointed as a Non-Executive Director and Chair of the Remuneration and People Committee, and Robin Low will retire from the Board. Melanie Laing is a Non-Executive Director of global, ASX-listed (US domiciled) digital education provider, Keypath Education, where she chairs the people, remuneration and sustainability committee. She is also a Non-Executive Director of ASX-listed Ridley Corporation, one of Australia's leading agricultural companies. Melanie was group executive of HR at Commonwealth Bank of Australia, where she was responsible for the strategic planning, transformation and implementation of the bank's global people agenda and HR operations. Previously, she was global head of people and culture at Origin Energy, and has held senior HR leadership roles with Unisys, Vodafone, General Re and Times Mirror, in Australia and overseas. Robin Low will retire from the Board and as Chair of the Board Audit and Risk Committee, after almost 10 years of service.
Buying Opportunity • Sep 12Now 20% undervaluedOver the last 90 days, the stock is up 12%. The fair value is estimated to be €22.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.47 per share at 2.1% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.1%).
お知らせ • Aug 23AUB Group Limited Declares Dividend for the Six Months Ended on June 30, 2023, Payable on October 9, 2023AUB Group Limited declared dividend of AUD 0.47000000 relates to a period of six months ended on June 30, 2023, payable on October 9, 2023. Ex-date is September 7, 2023 and record date is September 8, 2023.
Reported Earnings • Aug 23Full year 2023 earnings released: EPS: AU$0.65 (vs AU$1.06 in FY 2022)Full year 2023 results: EPS: AU$0.65 (down from AU$1.06 in FY 2022). Revenue: AU$827.4m (up 122% from FY 2022). Net income: AU$65.3m (down 19% from FY 2022). Profit margin: 7.9% (down from 22% in FY 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Insurance industry in Germany.
お知らせ • Aug 22AUB Group Limited, Annual General Meeting, Nov 02, 2023AUB Group Limited, Annual General Meeting, Nov 02, 2023, at 10:00 AUS Eastern Standard Time.
Buying Opportunity • Aug 11Now 21% undervaluedOver the last 90 days, the stock is up 1.8%. The fair value is estimated to be €20.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 21% per annum over the same time period.
お知らせ • Jun 09AUB Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023AUB Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023
お知らせ • May 19AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 150 million.AUB Group Limited has completed a Follow-on Equity Offering in the amount of AUD 150 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 6,250,000 Price\Range: AUD 24 Discount Per Security: AUD 0.48 Transaction Features: Subsequent Direct Listing
お知らせ • May 18AUB Group Limited Revises Earnings Guidance for the Year 2023AUB Group Limited revised earnings guidance for the year 2023. For the year 2023, the company expects UNPAT to be in the range of AUD 120 million to AUD 124 million (previously AUD 112.9 million AUD 121.4 million) including 9 months of Tysers profit from 1 October 2022.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.004 (vs AU$0.40 in 1H 2022)First half 2023 results: EPS: AU$0.004 (down from AU$0.40 in 1H 2022). Revenue: AU$327.6m (up 87% from 1H 2022). Net income: AU$364.0k (down 99% from 1H 2022). Profit margin: 0.1% (down from 17% in 1H 2022). Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Insurance industry in Germany.
お知らせ • Jan 27AUB Group Limited Appoints Andrew Kendrick as A Non-Executive DirectorAUB Group Limited announced the appointment of Andrew Kendrick as a Non-Executive Director, effective 27 January 2023. Following AUB's recent acquisition of Tysers, Andrew has also been appointed as chair of the Tysers board. Andrew is a former Non-Executive Director of Lloyd's of London, Lloyd's Market Association and Russian Reinsurance Co. He has more than 40 years' experience in the insurance industry in the UK, Europe and Bermuda. Andrew's executive career includes leadership positions with Chubb and Ace, culminating in the role of President & Chairman, Chubb European Group. He began his career at Sturge Syndicate 210, and held a number of senior underwriting positions with Ockham Underwriting. In accordance with AUB's constitution, Andrew will stand for election at the 2023 Annual General Meeting.
Buying Opportunity • Jan 23Now 20% undervaluedOver the last 90 days, the stock is up 19%. The fair value is estimated to be €18.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.7% over the last 3 years. Earnings per share has grown by 21%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings is also forecast to grow by 13% per annum over the same time period.
お知らせ • Dec 12AUB Group Limited to Report First Half, 2023 Results on Feb 22, 2023AUB Group Limited announced that they will report first half, 2023 results on Feb 22, 2023
Upcoming Dividend • Aug 31Upcoming dividend of AU$0.38 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 07 October 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.3%).
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: AU$1.06 (vs AU$0.95 in FY 2021)Full year 2022 results: EPS: AU$1.06 (up from AU$0.95 in FY 2021). Revenue: AU$372.6m (up 5.9% from FY 2021). Net income: AU$80.8m (up 14% from FY 2021). Profit margin: 22% (up from 20% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 148%, compared to a 26% growth forecast for the Insurance industry in Germany.
Recent Insider Transactions • Jun 06CEO, MD & Director recently bought €67k worth of stockOn the 3rd of June, Michael Emmett bought around 5k shares on-market at roughly €12.44 per share. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Non-Executive Director Cath Rogers was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.