How Investors May Respond To HUB24 (ASX:HUB) Record Inflows and CEO Share Purchase

• Earlier this week, HUB24 reported record quarterly net inflows of A$5.2 billion for Q1 FY26, pushing total funds under administration to A$146.5 billion as of September 30 and reflecting a 28% increase in inflows compared to the same period last year.
• An interesting development was the CEO’s recent significant share purchase, highlighting leadership confidence amid a rising share of retail users and new operational milestones.
• Let's examine how HUB24's exceptional inflows and funds under administration growth influence the company's investment narrative and future outlook.

Find companies with promising cash flow potential yet trading below their fair value.

HUB24 Investment Narrative Recap

At its core, HUB24’s story revolves around continued strong net inflows and resilient funds under administration growth, with both acting as central drivers for belief in the stock’s long-term potential. The record A$5.2 billion first-quarter inflows reinforce these trends and may serve as a near-term catalyst, yet ongoing exposure to market volatility and intensifying competition remain material risks worth watching.

A particularly relevant recent announcement is HUB24’s addition to the FTSE All-World Index in September 2025, complementing its earlier move to the S&P/ASX 100. This broader index representation, alongside record inflow momentum, could further boost profile and visibility with institutional and global investors, supporting continued growth in platform users and funds under administration.

However, in contrast to recent upbeat news, investors should be aware of the ever-present risk that an unexpected equity market downturn could quickly...

Read the full narrative on HUB24 (it's free!)

HUB24's narrative projects A$635.3 million revenue and A$168.7 million earnings by 2028. This requires 16.4% yearly revenue growth and an A$89.2 million earnings increase from A$79.5 million.

Uncover how HUB24's forecasts yield a A$101.78 fair value, a 10% downside to its current price.

Exploring Other Perspectives

Six members of the Simply Wall St Community offered fair value estimates for HUB24, ranging from A$40.07 to A$125 per share. While investor outlooks span a wide spectrum, the most recent uplift in funds under administration highlights the ongoing importance of net inflow growth as a driver of company performance.

Explore 6 other fair value estimates on HUB24 - why the stock might be worth less than half the current price!

Build Your Own HUB24 Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your HUB24 research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free HUB24 research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate HUB24's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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