AUB Group Limited

ASX:AUB 주식 리포트

시가총액: AU$3.4b

AUB Group 향후 성장

Future 기준 점검 3/6

AUB Group (는) 각각 연간 12% 및 10.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.7% 로 예상됩니다.

핵심 정보

12.0%

이익 성장률

8.78%

EPS 성장률

Insurance 이익 성장6.9%
매출 성장률10.9%
향후 자기자본이익률14.66%
애널리스트 커버리지

Good

마지막 업데이트22 May 2026

최근 향후 성장 업데이트

분석 기사 • 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

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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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새로운 내러티브 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...

이익 및 매출 성장 예측

ASX:AUB - 애널리스트 향후 추정치 및 과거 재무 데이터 (AUD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: AUB 의 연간 예상 수익 증가율(12%)이 saving rate(3.6%)보다 높습니다.

수익 vs 시장: AUB 의 연간 수익(12%)이 Australian 시장(12%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: AUB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AUB 의 수익(연간 10.9%)이 Australian 시장(연간 6.1%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: AUB 의 수익(연간 10.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AUB의 자본 수익률은 3년 후 14.7%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/29 19:27
종가2026/05/29 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
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주요 개발10년
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

AUB Group Limited는 19명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Andrew AdamsBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew KearnanBofA Global Research