View Financial HealthFirstRand Namibia 배당 및 자사주 매입배당 기준 점검 3/6FirstRand Namibia 수익으로 충분히 충당되는 현재 수익률 10.4% 보유한 배당금 지급 회사입니다.핵심 정보10.4%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률10.4%배당 성장률11.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향66%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Sep 30Upcoming dividend of N$1.80 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Lower than top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).Declared Dividend • Sep 15Final dividend of N$1.80 announcedShareholders will receive a dividend of N$1.80. Ex-date: 7th October 2024 Payment date: 25th October 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.3% to bring the payout ratio under control, which is less than the 9.4% EPS growth achieved over the last 5 years.공지 • Sep 13Firstrand Namibia Limited Announces Final Ordinary Dividend for the Year Ended 30 June 2024, Payable on 25 October 2024FirstRand Namibia Limited announced that a final ordinary dividend (number 62) for the year ended 30 June 2024 of 180.16 cents per share was declared on 22 August 2024. The last day to trade shares on a cum dividend basis will be on 4 October 2024 and the first day to trade ex-dividend will be 7 October 2024. The record date will be 11 October 2024 and the payment date 25 October 2024.Upcoming Dividend • Mar 21Upcoming dividend of N$1.74 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.5%).Declared Dividend • Mar 04Final dividend of N$1.74 announcedShareholders will receive a dividend of N$1.74. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 11%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control, which is more than the 8.1% EPS growth achieved over the last 5 years.Upcoming Dividend • Oct 02Upcoming dividend of N$3.68 per share at 12% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.7%).모든 업데이트 보기Recent updates공지 • Sep 15FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2025FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2025.공지 • Dec 21Firstrand Namibia Ltd Announces Resignation of Rajendra Makanjee as A Director, Effective December 31, 2024FirstRand Namibia Ltd. announced that the Mr. Rajendra Makanjee has resigned as a Director of the Company with effect from 31 December 2024. Mr. Makanjee has served as a director of the Company since August 2022.공지 • Oct 05Firstrand Namibia Limited and First National Bank of Namibia Announce Board Changes, Effective 17 October 2024FirstRand Namibia Limited's Shareholders are advised of the upcoming retirement of Peter Grüttemeyer from the boards of FirstRand Namibia Ltd. and First National Bank of Namibia effective 17 October 2024. Following a due succession process to ensure continued effective performance through seamless leadership continuity, Otto Nakasole Shikongo will take over the reins as the Chairperson of Board of Directors effective 17 October 2024. Shikongo, has served on the Board since 1 February 2023. Shikongo currently holds the position of Deputy Chairperson and non-executive director in the Company. Having served on several boards, Shikongo is an experienced and accomplished leader with a successful track record who brings invaluable experience that reinforces the Group's commitment to achieving its strategic objectives and upholding excellence.Upcoming Dividend • Sep 30Upcoming dividend of N$1.80 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Lower than top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).공지 • Sep 16FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2024FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2024. Location: etosha boardroom, firstrand namibia ltd, 5th floor, @parkside, 130 independence avenue, c/o fidel castro, windhoek., NamibiaDeclared Dividend • Sep 15Final dividend of N$1.80 announcedShareholders will receive a dividend of N$1.80. Ex-date: 7th October 2024 Payment date: 25th October 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.3% to bring the payout ratio under control, which is less than the 9.4% EPS growth achieved over the last 5 years.Reported Earnings • Sep 13Full year 2024 earnings released: EPS: N$6.37 (vs N$5.88 in FY 2023)Full year 2024 results: EPS: N$6.37 (up from N$5.88 in FY 2023). Revenue: N$5.12b (up 7.9% from FY 2023). Net income: N$1.70b (up 9.4% from FY 2023). Profit margin: 33% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.공지 • Sep 13Firstrand Namibia Limited Announces Final Ordinary Dividend for the Year Ended 30 June 2024, Payable on 25 October 2024FirstRand Namibia Limited announced that a final ordinary dividend (number 62) for the year ended 30 June 2024 of 180.16 cents per share was declared on 22 August 2024. The last day to trade shares on a cum dividend basis will be on 4 October 2024 and the first day to trade ex-dividend will be 7 October 2024. The record date will be 11 October 2024 and the payment date 25 October 2024.공지 • Aug 23FirstRand Namibia Limited to Report Fiscal Year 2024 Results on Sep 12, 2024FirstRand Namibia Limited announced that they will report fiscal year 2024 results on Sep 12, 2024공지 • Jul 16Firstrand Namibia Limited and First National Bank of Namibia Limited Announces the Appointment of Samantha Lee Balsdon as A Non-Executive DirectorFirstRand Namibia Limited announced the appointment of Samantha Lee Balsdon as a non-executive director of the Company and First National Bank of Namibia Limited effective 15 July 2024.Recent Insider Transactions • Jun 25CEO & Director recently bought R243k worth of stockOn the 20th of June, Conrad Dempsey bought around 5k shares on-market at roughly R47.48 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth R333k. This was Conrad's only on-market trade for the last 12 months.Recent Insider Transactions • May 29Independent Chairman recently bought R333k worth of stockOn the 24th of May, Peter Gruttemeyer bought around 7k shares on-market at roughly R47.24 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of R676k worth in shares.New Risk • Apr 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by earnings (98% payout ratio).Upcoming Dividend • Mar 21Upcoming dividend of N$1.74 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.5%).Declared Dividend • Mar 04Final dividend of N$1.74 announcedShareholders will receive a dividend of N$1.74. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 11%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control, which is more than the 8.1% EPS growth achieved over the last 5 years.Board Change • Jan 09High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CFO & Executive Director Lizette Smit was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공지 • Oct 22FirstRand Namibia Limited Appoints Otto Nakasole Shikongo as Deputy Chairperson of the BoardFirstRand Namibia Limited advised that Otto Nakasole Shikongo, an independent non-executive director of the company, is appointed as DeputyChairperson of the Board effective 19 October 2023.Upcoming Dividend • Oct 02Upcoming dividend of N$3.68 per share at 12% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.7%).Board Change • Sep 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director I-Ben Nashandi is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Sep 20Full year 2023 earnings released: EPS: N$5.88 (vs N$4.83 in FY 2022)Full year 2023 results: EPS: N$5.88 (up from N$4.83 in FY 2022). Revenue: N$4.75b (up 14% from FY 2022). Net income: N$1.56b (up 23% from FY 2022). Profit margin: 33% (up from 31% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.공지 • Aug 25FirstRand Namibia Limited Provides Group Earnings Guidance for the Year Ended 30 June 2023FirstRand Namibia Limited provided group earnings guidance for the year ended 30 June 2023. The group's earnings for the year ended 30 June 2023 are expected to be materially higher than the comparative period by between 15% to 25%.공지 • Jul 26FirstRand Namibia Limited and First National Bank of Namibia Limited Appoints Lizette Petra Smit as Executive DirectorFirstRand Namibia Limited informed the appointment of Lizette Petra Smit as an executive director of the Company and First National Bank of Namibia Limited effective 24 July 2023.Recent Insider Transactions • Jul 07Independent Chairman recently bought R303k worth of stockOn the 30th of June, Peter Gruttemeyer bought around 6k shares on-market at roughly R50.45 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R47.51, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 6x in the Banks industry in Africa. Total returns to shareholders of 117% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of N$3.97 per share at 16% yieldEligible shareholders must have bought the stock before 27 March 2023. Payment date: 21 April 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 16%. Within top quartile of Namibian dividend payers (14%). Higher than average of industry peers (6.1%).Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 26Upcoming dividend of N$3.20 per shareEligible shareholders must have bought the stock before 03 October 2022. Payment date: 21 October 2022. Payout ratio and cash payout ratio are on the higher end at 98% and 99% respectively. Trailing yield: 21%. Within top quartile of Namibian dividend payers (10%). Higher than average of industry peers (6.1%).Reported Earnings • Sep 17Full year 2022 earnings released: EPS: N$4.83 (vs N$3.91 in FY 2021)Full year 2022 results: EPS: N$4.83 (up from N$3.91 in FY 2021). Revenue: N$4.15b (up 13% from FY 2021). Net income: N$1.27b (up 24% from FY 2021). Profit margin: 31% (up from 28% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 28Upcoming dividend of N$1.53 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).Upcoming Dividend • Sep 20Upcoming dividend of N$1.18 per shareEligible shareholders must have bought the stock before 27 September 2021. Payment date: 15 October 2021. Trailing yield: 7.1%. Lower than top quartile of Namibian dividend payers (9.9%). Higher than average of industry peers (4.0%).Reported Earnings • Sep 12Full year 2021 earnings released: EPS N$3.91 (vs N$3.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: N$3.66b (up 6.2% from FY 2020). Net income: N$1.02b (up 25% from FY 2020). Profit margin: 28% (up from 24% in FY 2020). Cost-to-income ratio: 54.6% (up from 52.6% in FY 2020). Non-performing loans: 5.21% (up from 4.38% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.Upcoming Dividend • Apr 05Upcoming dividend of N$0.94 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 6.4%. Lower than top quartile of Namibian dividend payers (7.5%). Higher than average of industry peers (4.2%).Reported Earnings • Mar 08First half 2021 earnings released: EPS N$2.13 (vs N$2.37 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: N$1.83b (down 7.1% from 1H 2020). Net income: N$557.8m (down 9.9% from 1H 2020). Profit margin: 30% (down from 31% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: FNB 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: FNB 의 배당금 지급은 지난 10 년 동안 증가했습니다.배당 수익률 vs 시장FirstRand Namibia 배당 수익률 vs 시장FNB의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (FNB)10.4%시장 하위 25% (NA)7.1%시장 상위 25% (NA)10.8%업계 평균 (Banks)2.8%분석가 예측 (FNB) (최대 3년)10.4%주목할만한 배당금: FNB 의 배당금( 10.4% )은 NA 시장에서 배당금 지급자의 하위 25%( 7.11% )보다 높습니다.고배당: FNB 의 배당금( 10.4% )은 NA 시장에서 배당금 지급자의 상위 25%( 10.84% )와 비교해 낮습니다.현재 주주 배당수익 보장: 합리적인 지급 비율 ( 65.8% )을 통해 FNB 의 배당금 지급은 수익으로 충당됩니다.향후 주주 배당미래 배당 보장: 3년 안에 배당금이 지급될 것인지, 아니면 수익으로 충당될 것인지를 판단하기에는 데이터가 부족합니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YNA 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 22:28종가2026/05/05 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스FirstRand Namibia Limited는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Zane FerisIJG Securities (Pty) Ltd
Upcoming Dividend • Sep 30Upcoming dividend of N$1.80 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Lower than top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).
Declared Dividend • Sep 15Final dividend of N$1.80 announcedShareholders will receive a dividend of N$1.80. Ex-date: 7th October 2024 Payment date: 25th October 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.3% to bring the payout ratio under control, which is less than the 9.4% EPS growth achieved over the last 5 years.
공지 • Sep 13Firstrand Namibia Limited Announces Final Ordinary Dividend for the Year Ended 30 June 2024, Payable on 25 October 2024FirstRand Namibia Limited announced that a final ordinary dividend (number 62) for the year ended 30 June 2024 of 180.16 cents per share was declared on 22 August 2024. The last day to trade shares on a cum dividend basis will be on 4 October 2024 and the first day to trade ex-dividend will be 7 October 2024. The record date will be 11 October 2024 and the payment date 25 October 2024.
Upcoming Dividend • Mar 21Upcoming dividend of N$1.74 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.5%).
Declared Dividend • Mar 04Final dividend of N$1.74 announcedShareholders will receive a dividend of N$1.74. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 11%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control, which is more than the 8.1% EPS growth achieved over the last 5 years.
Upcoming Dividend • Oct 02Upcoming dividend of N$3.68 per share at 12% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.7%).
공지 • Sep 15FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2025FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2025.
공지 • Dec 21Firstrand Namibia Ltd Announces Resignation of Rajendra Makanjee as A Director, Effective December 31, 2024FirstRand Namibia Ltd. announced that the Mr. Rajendra Makanjee has resigned as a Director of the Company with effect from 31 December 2024. Mr. Makanjee has served as a director of the Company since August 2022.
공지 • Oct 05Firstrand Namibia Limited and First National Bank of Namibia Announce Board Changes, Effective 17 October 2024FirstRand Namibia Limited's Shareholders are advised of the upcoming retirement of Peter Grüttemeyer from the boards of FirstRand Namibia Ltd. and First National Bank of Namibia effective 17 October 2024. Following a due succession process to ensure continued effective performance through seamless leadership continuity, Otto Nakasole Shikongo will take over the reins as the Chairperson of Board of Directors effective 17 October 2024. Shikongo, has served on the Board since 1 February 2023. Shikongo currently holds the position of Deputy Chairperson and non-executive director in the Company. Having served on several boards, Shikongo is an experienced and accomplished leader with a successful track record who brings invaluable experience that reinforces the Group's commitment to achieving its strategic objectives and upholding excellence.
Upcoming Dividend • Sep 30Upcoming dividend of N$1.80 per shareEligible shareholders must have bought the stock before 07 October 2024. Payment date: 25 October 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Lower than top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).
공지 • Sep 16FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2024FirstRand Namibia Limited, Annual General Meeting, Oct 17, 2024. Location: etosha boardroom, firstrand namibia ltd, 5th floor, @parkside, 130 independence avenue, c/o fidel castro, windhoek., Namibia
Declared Dividend • Sep 15Final dividend of N$1.80 announcedShareholders will receive a dividend of N$1.80. Ex-date: 7th October 2024 Payment date: 25th October 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 3.3% to bring the payout ratio under control, which is less than the 9.4% EPS growth achieved over the last 5 years.
Reported Earnings • Sep 13Full year 2024 earnings released: EPS: N$6.37 (vs N$5.88 in FY 2023)Full year 2024 results: EPS: N$6.37 (up from N$5.88 in FY 2023). Revenue: N$5.12b (up 7.9% from FY 2023). Net income: N$1.70b (up 9.4% from FY 2023). Profit margin: 33% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 16% per year and the company’s share price has also increased by 16% per year.
공지 • Sep 13Firstrand Namibia Limited Announces Final Ordinary Dividend for the Year Ended 30 June 2024, Payable on 25 October 2024FirstRand Namibia Limited announced that a final ordinary dividend (number 62) for the year ended 30 June 2024 of 180.16 cents per share was declared on 22 August 2024. The last day to trade shares on a cum dividend basis will be on 4 October 2024 and the first day to trade ex-dividend will be 7 October 2024. The record date will be 11 October 2024 and the payment date 25 October 2024.
공지 • Aug 23FirstRand Namibia Limited to Report Fiscal Year 2024 Results on Sep 12, 2024FirstRand Namibia Limited announced that they will report fiscal year 2024 results on Sep 12, 2024
공지 • Jul 16Firstrand Namibia Limited and First National Bank of Namibia Limited Announces the Appointment of Samantha Lee Balsdon as A Non-Executive DirectorFirstRand Namibia Limited announced the appointment of Samantha Lee Balsdon as a non-executive director of the Company and First National Bank of Namibia Limited effective 15 July 2024.
Recent Insider Transactions • Jun 25CEO & Director recently bought R243k worth of stockOn the 20th of June, Conrad Dempsey bought around 5k shares on-market at roughly R47.48 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth R333k. This was Conrad's only on-market trade for the last 12 months.
Recent Insider Transactions • May 29Independent Chairman recently bought R333k worth of stockOn the 24th of May, Peter Gruttemeyer bought around 7k shares on-market at roughly R47.24 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Peter has been a buyer over the last 12 months, purchasing a net total of R676k worth in shares.
New Risk • Apr 01New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Dividend is not well covered by earnings (98% payout ratio).
Upcoming Dividend • Mar 21Upcoming dividend of N$1.74 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 19 April 2024. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.5%).
Declared Dividend • Mar 04Final dividend of N$1.74 announcedShareholders will receive a dividend of N$1.74. Ex-date: 28th March 2024 Payment date: 19th April 2024 Dividend yield will be 11%, which is higher than the industry average of 4.8%. Sustainability & Growth The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 9.2% to bring the payout ratio under control, which is more than the 8.1% EPS growth achieved over the last 5 years.
Board Change • Jan 09High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. CFO & Executive Director Lizette Smit was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공지 • Oct 22FirstRand Namibia Limited Appoints Otto Nakasole Shikongo as Deputy Chairperson of the BoardFirstRand Namibia Limited advised that Otto Nakasole Shikongo, an independent non-executive director of the company, is appointed as DeputyChairperson of the Board effective 19 October 2023.
Upcoming Dividend • Oct 02Upcoming dividend of N$3.68 per share at 12% yieldEligible shareholders must have bought the stock before 09 October 2023. Payment date: 27 October 2023. Payout ratio is on the higher end at 98% but the company is not cash flow positive. Trailing yield: 12%. Within top quartile of Namibian dividend payers (12%). Higher than average of industry peers (5.7%).
Board Change • Sep 30High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. Non-Executive Director I-Ben Nashandi is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Sep 20Full year 2023 earnings released: EPS: N$5.88 (vs N$4.83 in FY 2022)Full year 2023 results: EPS: N$5.88 (up from N$4.83 in FY 2022). Revenue: N$4.75b (up 14% from FY 2022). Net income: N$1.56b (up 23% from FY 2022). Profit margin: 33% (up from 31% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.
공지 • Aug 25FirstRand Namibia Limited Provides Group Earnings Guidance for the Year Ended 30 June 2023FirstRand Namibia Limited provided group earnings guidance for the year ended 30 June 2023. The group's earnings for the year ended 30 June 2023 are expected to be materially higher than the comparative period by between 15% to 25%.
공지 • Jul 26FirstRand Namibia Limited and First National Bank of Namibia Limited Appoints Lizette Petra Smit as Executive DirectorFirstRand Namibia Limited informed the appointment of Lizette Petra Smit as an executive director of the Company and First National Bank of Namibia Limited effective 24 July 2023.
Recent Insider Transactions • Jul 07Independent Chairman recently bought R303k worth of stockOn the 30th of June, Peter Gruttemeyer bought around 6k shares on-market at roughly R50.45 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Jun 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to R47.51, the stock trades at a trailing P/E ratio of 8.4x. Average forward P/E is 6x in the Banks industry in Africa. Total returns to shareholders of 117% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of N$3.97 per share at 16% yieldEligible shareholders must have bought the stock before 27 March 2023. Payment date: 21 April 2023. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 16%. Within top quartile of Namibian dividend payers (14%). Higher than average of industry peers (6.1%).
Board Change • Jan 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 29High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Rajendra Makanjee was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 26Upcoming dividend of N$3.20 per shareEligible shareholders must have bought the stock before 03 October 2022. Payment date: 21 October 2022. Payout ratio and cash payout ratio are on the higher end at 98% and 99% respectively. Trailing yield: 21%. Within top quartile of Namibian dividend payers (10%). Higher than average of industry peers (6.1%).
Reported Earnings • Sep 17Full year 2022 earnings released: EPS: N$4.83 (vs N$3.91 in FY 2021)Full year 2022 results: EPS: N$4.83 (up from N$3.91 in FY 2021). Revenue: N$4.15b (up 13% from FY 2021). Net income: N$1.27b (up 24% from FY 2021). Profit margin: 31% (up from 28% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 28Upcoming dividend of N$1.53 per shareEligible shareholders must have bought the stock before 04 April 2022. Payment date: 22 April 2022. Payout ratio is a comfortable 66% and this is well supported by cash flows. Trailing yield: 10%. Within top quartile of Namibian dividend payers (10%). Higher than average of industry peers (4.9%).
Upcoming Dividend • Sep 20Upcoming dividend of N$1.18 per shareEligible shareholders must have bought the stock before 27 September 2021. Payment date: 15 October 2021. Trailing yield: 7.1%. Lower than top quartile of Namibian dividend payers (9.9%). Higher than average of industry peers (4.0%).
Reported Earnings • Sep 12Full year 2021 earnings released: EPS N$3.91 (vs N$3.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: N$3.66b (up 6.2% from FY 2020). Net income: N$1.02b (up 25% from FY 2020). Profit margin: 28% (up from 24% in FY 2020). Cost-to-income ratio: 54.6% (up from 52.6% in FY 2020). Non-performing loans: 5.21% (up from 4.38% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
Upcoming Dividend • Apr 05Upcoming dividend of N$0.94 per shareEligible shareholders must have bought the stock before 12 April 2021. Payment date: 30 April 2021. Trailing yield: 6.4%. Lower than top quartile of Namibian dividend payers (7.5%). Higher than average of industry peers (4.2%).
Reported Earnings • Mar 08First half 2021 earnings released: EPS N$2.13 (vs N$2.37 in 1H 2020)The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: N$1.83b (down 7.1% from 1H 2020). Net income: N$557.8m (down 9.9% from 1H 2020). Profit margin: 30% (down from 31% in 1H 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 21% per year, which means it is performing significantly worse than earnings.