Helia Group Limited

ASX:HLI Stock Report

Market Cap: AU$1.3b

Helia Group Dividends and Buybacks

Dividend criteria checks 4/6

Helia Group is a dividend paying company with a current yield of 25.56% that is well covered by earnings.

Key information

25.6%

Dividend yield

0.2%

Buyback Yield

Total Shareholder Yield25.7%
Future Dividend Yield11.2%
Dividend Growth4.5%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio36%

Recent dividend and buyback updates

Recent updates

Narrative Update Apr 27

HLI: Higher Discount Rates Will Pressure Future Earnings Multiple

Analysts have trimmed their A$ price target on Helia Group by a small amount, reflecting slightly higher discount rate assumptions and only marginal tweaks to long term P/E and profitability expectations. Analyst Commentary Recent Street research on Helia Group points to a cautious recalibration of expectations, with modest price target adjustments and a focus on how valuation lines up with long term profitability and P/E assumptions.
Narrative Update Apr 12

HLI: Sector Repricing And Slower Deal Activity Will Pressure Future Earnings Multiple

Analysts have trimmed their price target for Helia Group by A$0.04, reflecting slightly higher discount rate assumptions and a marginally higher future P/E multiple, while keeping fair value and key operating assumptions broadly unchanged. Analyst Commentary Recent research on Helia Group points to a more cautious stance on valuation, with price targets trimmed on the back of higher discount rates and updated P/E assumptions, rather than any major shift in fundamental expectations.
Narrative Update Mar 28

HLI: Sector Repricing And Slowing Deal Activity Will Pressure Future Risk Balance

Analysts have trimmed their price target on Helia Group, reflecting slightly lower discount rate and future P/E assumptions while keeping fair value and key margin and revenue growth inputs effectively unchanged. Analyst Commentary Recent updates from Street research on a comparable advisory firm highlight how analysts are thinking about valuation, execution risk, and growth assumptions, which can be useful context when assessing Helia Group.
Narrative Update Mar 13

HLI: Lower Discount Rate And Sector Repricing Will Shape Future Risk Balance

Analysts have reduced their price target for Helia Group to about A$4.27 from A$4.35, citing slightly softer revenue assumptions, a marginally lower discount rate, improved profit margin expectations, and a modestly reduced future P/E multiple. Analyst Commentary Recent research on valuation-focused peers in financial services points to a mixed backdrop of target price revisions, with some analysts trimming expectations while others still see room for upside.
Narrative Update Feb 26

HLI: Lower Discount Rate Will Keep Shares Vulnerable To Future Risk Repricing

Analysts have raised their price target for Helia Group by A$0.48 to A$4.35, citing updated assumptions that include a lower discount rate, a smaller projected revenue decline, a higher profit margin, and a modestly higher future P/E multiple. Analyst Commentary Recent commentary around Helia Group's valuation focuses on how updated assumptions feed into the higher A$4.35 price target, rather than major changes in the underlying business narrative.
Narrative Update Aug 25

Analysts Forecast Earnings To Fall To A$97 Million By 2028

Despite a worsening revenue growth outlook, a significant increase in Helia Group's future P/E multiple has driven the consensus analyst price target up from A$3.52 to A$3.87. What's in the News Announced fully franked ordinary dividend of AUD 0.16 per share and unfranked special dividend of AUD 0.27 per share for six months ended June 30, 2025.
Analysis Article May 07

Helia Group Limited (ASX:HLI) Surges 25% Yet Its Low P/E Is No Reason For Excitement

Helia Group Limited ( ASX:HLI ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
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New Narrative Mar 02

Analysts Forecast Earnings To Fall To A$97 Million By 2028

Potential growth is hindered by reliance on government schemes and lender self-insurance, affecting market share and revenue.
Analysis Article Mar 01

There's No Escaping Helia Group Limited's (ASX:HLI) Muted Earnings Despite A 27% Share Price Rise

Helia Group Limited ( ASX:HLI ) shares have continued their recent momentum with a 27% gain in the last month alone...
Analysis Article Jul 18

Is Now The Time To Put Helia Group (ASX:HLI) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysis Article Jun 19

Investors Aren't Buying Helia Group Limited's (ASX:HLI) Earnings

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 19x, you may consider...
Analysis Article May 03

Shareholders May Be More Conservative With Helia Group Limited's (ASX:HLI) CEO Compensation For Now

Key Insights Helia Group's Annual General Meeting to take place on 9th of May Total pay for CEO Pauline Blight-Johnston...
Analysis Article Oct 25

If EPS Growth Is Important To You, Helia Group (ASX:HLI) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 08

Genworth Mortgage Insurance Australia's (ASX:GMA) Upcoming Dividend Will Be Larger Than Last Year's

Genworth Mortgage Insurance Australia Limited ( ASX:GMA ) will increase its dividend from last year's comparable...
Analysis Article Aug 04

Bearish: Analysts Just Cut Their Genworth Mortgage Insurance Australia Limited (ASX:GMA) Revenue and EPS estimates

Today is shaping up negative for Genworth Mortgage Insurance Australia Limited ( ASX:GMA ) shareholders, with the...
Analysis Article May 17

Revenue Downgrade: Here's What Analysts Forecast For Genworth Mortgage Insurance Australia Limited (ASX:GMA)

The latest analyst coverage could presage a bad day for Genworth Mortgage Insurance Australia Limited ( ASX:GMA ), with...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: HLI's dividend payments have been volatile in the past 10 years.

Growing Dividend: HLI's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

Helia Group Dividend Yield vs Market
How does HLI dividend yield compare to the market?
SegmentDividend Yield
Company (HLI)25.6%
Market Bottom 25% (AU)2.8%
Market Top 25% (AU)6.8%
Industry Average (Diversified Financial)3.7%
Analyst forecast (HLI) (up to 3 years)11.2%

Notable Dividend: HLI's dividend (25.56%) is higher than the bottom 25% of dividend payers in the Australian market (2.78%).

High Dividend: HLI's dividend (25.56%) is in the top 25% of dividend payers in the Australian market (6.77%)


Earnings Payout to Shareholders

Earnings Coverage: With its reasonably low payout ratio (35.6%), HLI's dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its high cash payout ratio (317.1%), HLI's dividend payments are not well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/12 22:39
End of Day Share Price 2026/05/12 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Helia Group Limited is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ashley DalziellCGS International
Jan van der SchalkCLSA
Y. LiGoldman Sachs