Aankondiging • Mar 10
AUB 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. Aankondiging • Jan 28
AUB 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 Aankondiging • Dec 01
Arbutus 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. Aankondiging • Oct 29
EQT Reportedly in Talks to Buy $4 Billion AUB Group AUB 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. Aankondiging • Oct 28
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. 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. Declared Dividend • Aug 28
Final dividend of AU$0.66 announced Shareholders will receive a dividend of AU$0.66. Ex-date: 8th September 2025 Payment date: 10th October 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (55% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 7.9% 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 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Aug 27
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Reported Earnings • Aug 26
Full year 2025 earnings released: EPS: AU$1.55 (vs AU$1.26 in FY 2024) Full year 2025 results: EPS: AU$1.55 (up from AU$1.26 in FY 2024). Revenue: AU$1.17b (up 12% from FY 2024). Net income: AU$180.1m (up 31% from FY 2024). Profit margin: 15% (up from 13% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, while revenues in the Insurance industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Nov 08
CEO, MD & Director recently sold AU$252k worth of stock On the 6th of November, Michael Emmett sold around 8k shares on-market at roughly AU$32.50 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. New Risk • Sep 09
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 122% Dividend yield: 2.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (122% cash payout ratio). Large one-off items impacting financial results. Shareholders have been diluted in the past year (7.5% increase in shares outstanding). Declared Dividend • Aug 23
Final dividend increased to AU$0.59 Dividend of AU$0.59 is 26% higher than last year. Ex-date: 6th September 2024 Payment date: 27th September 2024 Dividend yield will be 2.5%, which is lower than the industry average of 3.1%. 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. Aankondiging • Aug 23
AUB Group Limited Announces Dividend for Six Months Ended June 30, 2024 AUB 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 22
Full 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 2.4% growth forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 21
AUB Group Limited, Annual General Meeting, Oct 31, 2024 AUB Group Limited, Annual General Meeting, Oct 31, 2024. Aankondiging • Aug 20
AUB 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. Aankondiging • Jun 26
AUB Group Limited to Report Fiscal Year 2024 Results on Aug 21, 2024 AUB Group Limited announced that they will report fiscal year 2024 results at 10:00 AM, AUS Eastern Standard Time on Aug 21, 2024 Aankondiging • Jun 15
AUB 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 28
New minor risk - Shareholder dilution The 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). Aankondiging • May 24
AUB 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 Buy Or Sell Opportunity • May 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.1% to AU$29.50. The fair value is estimated to be AU$36.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.7% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Buy Or Sell Opportunity • Mar 11
Now 21% undervalued Over the last 90 days, the stock has risen 13% to AU$30.54. The fair value is estimated to be AU$38.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.6% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Buy Or Sell Opportunity • Feb 24
Now 20% undervalued Over the last 90 days, the stock has risen 4.7% to AU$29.14. The fair value is estimated to be AU$36.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 8.3% per annum. Earnings are also forecast to grow by 12% per annum over the same time period. Declared Dividend • Feb 22
First half dividend increased to AU$0.20 Dividend of AU$0.20 is 18% higher than last year. Ex-date: 29th February 2024 Payment date: 5th April 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.1%. 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. New Risk • Feb 21
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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 (6.8% increase in shares outstanding). Reported Earnings • Feb 21
First 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 9.3% p.a. on average during the next 3 years, compared to a 1.1% decline forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings. Aankondiging • Jan 25
AUB Group Limited to Report First Half, 2024 Results on Feb 20, 2024 AUB Group Limited announced that they will report first half, 2024 results on Feb 20, 2024 Buying Opportunity • Dec 08
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be AU$33.66, 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 17% per annum over the same time period. Aankondiging • Nov 03
AUB Group Limited Announces Changes to Its Board of Directors, Effective 2 November 2023 AUB 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 • Oct 27
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.5%. The fair value is estimated to be AU$33.77, 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 31
Upcoming dividend of AU$0.47 per share at 2.1% yield Eligible 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 Australian dividend payers (7.0%). Lower than average of industry peers (3.3%). Aankondiging • Aug 23
AUB Group Limited Declares Dividend for the Six Months Ended on June 30, 2023, Payable on October 9, 2023 AUB 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 23
Full 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 3.0% growth forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 24% per year, which means it is well ahead of earnings. Aankondiging • Aug 22
AUB Group Limited, Annual General Meeting, Nov 02, 2023 AUB Group Limited, Annual General Meeting, Nov 02, 2023, at 10:00 AUS Eastern Standard Time. Buying Opportunity • Aug 09
Now 20% undervalued Over the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$33.67, 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 22% per annum over the same time period. Aankondiging • Jun 09
AUB Group Limited to Report Fiscal Year 2023 Results on Aug 22, 2023 AUB Group Limited announced that they will report fiscal year 2023 results on Aug 22, 2023 Aankondiging • May 19
AUB 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 Aankondiging • May 18
AUB Group Limited Revises Earnings Guidance for the Year 2023 AUB 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 22
First 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 9.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 27
AUB Group Limited Appoints Andrew Kendrick as A Non-Executive Director AUB 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. Aankondiging • Dec 12
AUB Group Limited to Report First Half, 2023 Results on Feb 22, 2023 AUB Group Limited announced that they will report first half, 2023 results on Feb 22, 2023 Upcoming Dividend • Aug 31
Upcoming dividend of AU$0.38 per share Eligible 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 Australian dividend payers (6.6%). Lower than average of industry peers (2.8%). Reported Earnings • Aug 25
Full year 2022 earnings released: EPS: AU$1.06 (vs AU$0.93 in FY 2021) Full year 2022 results: EPS: AU$1.06 (up from AU$0.93 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). Over the next year, revenue is forecast to grow 155%, compared to a 7.0% growth forecast for the Insurance industry in Australia. Over the last 3 years on average, earnings per share has increased by 21% per year whereas the company’s share price has increased by 24% per year. Recent Insider Transactions • Jun 06
CEO, MD & Director recently bought AU$100k worth of stock On the 3rd of June, Michael Emmett bought around 5k shares on-market at roughly AU$18.48 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 • Apr 27
Insufficient new directors No 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. Buying Opportunity • Feb 25
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.1%. The fair value is estimated to be AU$26.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% per annum over the last 3 years. Earnings per share has grown by 17% per annum over the last 3 years. Reported Earnings • Feb 24
First half 2022 earnings: EPS in line with expectations, revenues disappoint First half 2022 results: EPS: AU$0.40 (up from AU$0.31 in 1H 2021). Revenue: AU$174.9m (up 4.1% from 1H 2021). Net income: AU$29.7m (up 28% from 1H 2021). Profit margin: 17% (up from 14% in 1H 2021). Revenue missed analyst estimates by 3.4%. Over the next year, revenue is expected to shrink by 2.9% compared to a 2.2% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year. Recent Insider Transactions • Sep 17
Independent Non-Executive Chairman recently bought AU$58k worth of stock On the 15th of September, David Clarke bought around 3k shares on-market at roughly AU$23.28 per share. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$110k worth in shares. Recent Insider Transactions • Sep 04
Insider recently bought AU$50k worth of stock On the 30th of August, Peter Harmer bought around 2k shares on-market at roughly AU$23.90 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$102k more in shares than they have sold in the last 12 months. Executive Departure • Sep 03
Independent Non-Executive Director Raymond Carless has left the company On the 31st of August, Raymond Carless' tenure as Independent Non-Executive Director ended after 10.9 years in the role. We don't have any record of a personal shareholding under Raymond's name. A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 2.50 years. Upcoming Dividend • Sep 01
Upcoming dividend of AU$0.39 per share Eligible shareholders must have bought the stock before 08 September 2021. Payment date: 11 October 2021. Trailing yield: 2.3%. Lower than top quartile of Australian dividend payers (5.2%). Lower than average of industry peers (3.6%). Reported Earnings • Aug 28
Full year 2021 earnings released: EPS AU$0.95 (vs AU$0.64 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$703.4m (up 110% from FY 2020). Net income: AU$436.7m (up AU$389.4m from FY 2020). Profit margin: 62% (up from 14% in FY 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 26
AUB Group Limited Provides Earning Guidance for the Year 2022 AUB Group Limited provided earning guidance for the year 2022. EPS growth with an EPS outlook of 94.26 to 98.3 cps. Executive Departure • Jul 06
Joint Company Secretary David Franks has left the company On the 29th of June, David Franks' tenure as Joint Company Secretary ended after 1.2 years in the role. We don't have any record of a personal shareholding under David's name. David is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.33 years. Reported Earnings • Feb 24
First half 2021 earnings released: EPS AU$0.32 (vs AU$0.23 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$168.0m (up 3.1% from 1H 2020). Net income: AU$24.0m (up 45% from 1H 2020). Profit margin: 14% (up from 10% in 1H 2020). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Is New 90 Day High Low • Feb 15
New 90-day high: AU$17.75 The company is up 2.0% from its price of AU$17.35 on 17 November 2020. The Australian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Insurance industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$17.61 per share. Aankondiging • Jan 01
AUB Group Limited to Report First Half, 2021 Results on Feb 23, 2021 AUB Group Limited announced that they will report first half, 2021 results on Feb 23, 2021 Is New 90 Day High Low • Dec 29
New 90-day low: AU$16.24 The company is down 2.0% from its price of AU$16.52 on 01 October 2020. The Australian market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Insurance industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$17.53 per share. Aankondiging • Dec 03
AUB Group Limited Announces Partnership with Kelly+Partners Group AUB Group Limited announced it has entered into a new partnership with Kelly+Partners Group. The new partnership service offerings will include the following: the provision of general and life insurance broking services to Kelly+Partners clients and members; general insurance advice and services to Kelly+Partners Group Holdings Ltd; accounting and tax services to Austbrokers clients and members; design and delivery of tailored solutions for Kelly+Partners clients including a tax and government audit insurance product as well as specialty HR technical advisory services; and the development of insurance, tax and accounting advisory services for the strata industry. The partnership will take full advantage of the innovative services and systems of both Austbrokers and Kelly+Partners. A new operation, "Austbrokers Kelly+Partners", will market and deliver insurance broking services to the members and clients of Kelly+Partners. The Austbrokers ExpressCover platform will be used to underpin a significant portion of these general insurance activities. Aankondiging • Dec 02
AUB Group Limited (ASX:AUB) acquired 360 Underwriting Solutions Pty Ltd. from Denis Morrissey and Chris Lynch. AUB Group Limited (ASX:AUB) acquired 360 Underwriting Solutions Pty Ltd. from Denis Morrissey and Chris Lynch on November 30, 2020. For the year ended on June 30, 2020, 360 Underwriting Solutions reported revenue of AUD 170 million. Denis Morrissey and Chris Lynch, will become shareholders in the new General Commercial entity and be responsible for leading the business with the same passion for service, culture and growth that have underpinned the success of 360 Underwriting. The acquisition of 360 Underwriting Solutions and benefits from the restructure of the Underwriting Agencies division will be marginally accretive to EPS in FY21 with increased benefits in FY22.
AUB Group Limited (ASX:AUB) completed the acquisition of 360 Underwriting Solutions Pty Ltd. from Denis Morrissey and Chris Lynch on November 30, 2020. Recent Insider Transactions • Nov 25
Non-Executive Chairman recently bought AU$52k worth of stock On the 19th of November, David Clarke bought around 3k shares on-market at roughly AU$17.25 per share. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$80k worth in shares. Is New 90 Day High Low • Oct 06
New 90-day high: AU$16.77 The company is up 13% from its price of AU$14.85 on 08 July 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$14.71 per share. Is New 90 Day High Low • Sep 18
New 90-day high: AU$16.43 The company is up 17% from its price of AU$14.08 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Insurance industry, which is down 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$11.01 per share. Aankondiging • Sep 17
AUB Group Limited (ASX:AUB) acquired a 73.15% stake in Experien Insurance Services Pty Ltd. AUB Group Limited (ASX:AUB) acquired a 73.15% stake in Experien Insurance Services Pty Ltd on August 1, 2020. Total consideration includes issuance of shares of AUD 5.6 million in AUB.
AUB Group Limited (ASX:AUB) completed the acquisition of a 73.15% stake in Experien Insurance Services Pty Ltd on August 1, 2020. Total consideration includes issuance of 0.048 million shares. Aankondiging • Jul 24
AUB Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020 AUB Group Limited announced that they will report fiscal year 2020 results at 10:38 PM, GMT Standard Time on Aug 25, 2020 
