EQT Holdings (CHIA:EQT) - Stock Price, News & Analysis

EQT Stock Overview

EQT Holdings Limited, together with its subsidiaries, provides philanthropic, trust executor, and investment services in Australia, the United Kingdom, and Ireland.

About the company

EQT fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	4/6
Past Performance	4/6
Financial Health	5/6
Dividends	1/6

Rewards

Earnings are forecast to grow 21.06% per year

Earnings grew by 16.4% over the past year

Risk Analysis

Dividend of 3.39% is not well covered by earnings or cash flows

EQT Holdings Limited Competitors

Carlton Investments

ASX:CIN

AU$799.5m

Djerriwarrh Investments

ASX:DJW

AU$786.3m

Mirrabooka Investments

ASX:MIR

AU$618.6m

Diversified United Investment

ASX:DUI

AU$1.1b

Price History & Performance

Summary of all time highs, changes and price drops for EQT Holdings
Historical stock prices
Current Share Price	AU$30.15
52 Week High	AU$30.86
52 Week Low	AU$22.25
Beta	0.60
1 Month Change	5.72%
3 Month Change	7.33%
1 Year Change	10.60%
3 Year Change	21.18%
5 Year Change	13.73%
Change since IPO	48.19%

Recent updates

Shareholder Returns

	EQT	AU Capital Markets	AU Market
7D	-0.5%	-0.4%	-1.3%
1Y	10.6%	6.7%	6.0%

Return vs Industry: EQT exceeded the Australian Capital Markets industry which returned 6.7% over the past year.

Return vs Market: EQT exceeded the Australian Market which returned 6% over the past year.

Price Volatility

Is EQT's price volatile compared to industry and market?
EQT volatility
EQT Average Weekly Movement	3.2%
Capital Markets Industry Average Movement	4.6%
Market Average Movement	9.0%
10% most volatile stocks in AU Market	17.7%
10% least volatile stocks in AU Market	3.5%

Stable Share Price: EQT has not had significant price volatility in the past 3 months.

Volatility Over Time: EQT's weekly volatility (3%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1888	390	Mick O’Brien	www.eqt.com.au

EQT Holdings Limited, together with its subsidiaries, provides philanthropic, trust executor, and investment services in Australia, the United Kingdom, and Ireland. It operates through three segments: Trustee and Wealth Services, Superannuation Trustee Services, and Corporate Trustee Services. The company offers estate planning and management; charitable, compensation, community, and personal trust services; and asset and wealth management, and advisory services.

EQT Holdings Limited Fundamentals Summary

How do EQT Holdings's earnings and revenue compare to its market cap?
EQT fundamental statistics
Market cap	AU$797.93m
Earnings (TTM)	AU$24.64m
Revenue (TTM)	AU$164.17m

32.5x

P/E Ratio

4.9x

P/S Ratio

Is EQT overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
EQT income statement (TTM)
Revenue	AU$164.17m
Cost of Revenue	AU$120.38m
Gross Profit	AU$43.80m
Other Expenses	AU$19.16m
Earnings	AU$24.64m

Last Reported Earnings

Dec 31, 2023

Next Earnings Date

n/a

Earnings per share (EPS)	0.92
Gross Margin	26.68%
Net Profit Margin	15.01%
Debt/Equity Ratio	15.2%

How did EQT perform over the long term?

See historical performance and comparison

Dividends

3.4%

Current Dividend Yield

109%

Payout Ratio

EQT Stock Overview

Rewards

Risk Analysis

EQT Holdings Limited Competitors

ASX:CIN

AU$799.5m

ASX:DJW

AU$786.3m

ASX:MIR

AU$618.6m

ASX:DUI

AU$1.1b

Price History & Performance

Recent News & Updates

Kevin Lavery acquired Equity Trustees Fund Services (Ireland) from Limited EQT Holdings Limited.

Insufficient new directors

Upcoming dividend of AU$0.51 per share

First half 2024 earnings released: EPS: AU$0.58 (vs AU$0.39 in 1H 2023)

First half dividend of AU$0.51 announced

EQT Holdings Limited to Report First Half, 2024 Results on Feb 22, 2024

Recent updates

Kevin Lavery acquired Equity Trustees Fund Services (Ireland) from Limited EQT Holdings Limited.

Insufficient new directors

Upcoming dividend of AU$0.51 per share

First half 2024 earnings released: EPS: AU$0.58 (vs AU$0.39 in 1H 2023)

First half dividend of AU$0.51 announced

EQT Holdings Limited to Report First Half, 2024 Results on Feb 22, 2024

MD & Director recently bought AU$365k worth of stock

EQT Holdings Limited, Annual General Meeting, Oct 26, 2023

Upcoming dividend of AU$0.50 per share at 3.6% yield

EQT Holdings Limited Appoints Robert Dalton as Non-Executive Director

Insufficient new directors

New minor risk - Profit margin trend

EQT Holdings Limited Announces Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on October 9, 2023

EQT Holdings Limited to Report Fiscal Year 2023 Results on Aug 25, 2023

MD & Director recently bought AU$353k worth of stock

Upcoming dividend of AU$0.49 per share at 3.8% yield

First half 2023 earnings released: EPS: AU$0.31 (vs AU$0.60 in 1H 2022)

EQT Holdings Limited to Report First Half, 2023 Results on Feb 23, 2023

Eqt Holdings Limited Declares Dividend on YTMSCP - XTB EQT SCP 3.90% JUN-24, Payable on June 13, 2023

EQT Holdings Limited Declares Dividend on YTMQF4 - XTB EQT 2.95% QF4 NOV-29, Payable on June 1, 2023

EQT Holdings Limited (ASX:EQT) acquired Australian Executor Trustees Limited from Insignia Financial Ltd. (ASX:IFL).

EQT Holdings Limited Announces Dividend on YTMORG - XTB EQT ORG 2.65% NOV-27, Payable on May 16, 2023

Eqt Holdings Limited Announces Dividend on Ytmtl2 - Xtb Eqt Tl2 4.00% Apr-27 Relates to A Period of Six Months Ending April 19, 2023, Payment Date Is April 24, 2023

Independent Non-Executive Director recently bought AU$63k worth of stock

Eqt Holdings Limited Announces Dividend for the Six Months Ending June 30, 2022, Payable on October 10, 2022

Equity Trustees Limited Declares Distribution on YTMIP1 - XTB EQT IP1 IPL 4.30% MAR-26 for the Six Months Ending March 20, 2023, Payable on March 23, 2023

MD & Director recently bought AU$135k worth of stock

Now 21% undervalued

Upcoming dividend of AU$0.49 per share

Full year 2022 earnings released: EPS: AU$1.15 (vs AU$1.03 in FY 2021)

EQT Holdings Limited Declares Ordinary Fully Franked Final Dividend for the Full Year Ended June 30, 2022, Payable on 10 October 2022

Equity Trustees Limited Announces Ordinary Dividend on YTMF15 - XTB EQT F15 NAB FEB-23 Securities for the Quarter Ending November 10, 2022, Payable on November 15, 2022

EQT Holdings Limited Announces Board Changes

EQT Holdings Limited to Report Fiscal Year 2022 Results on Aug 19, 2022

Equity Trustees Limited Announces Dividend on Ytmqf4 - Xtb Eqt 2.95% Qf4 Nov-29 for the Six Months Ending November 29, 2022, Payable on December 1, 2022

Eqt Holdings Limited Announces Dividend on Ytmsg2 - Xtb Eqt Sg2 4.50% Nov-22 for the Six Months Ending November 13, 2022, Payable on November 28, 2022

Eqt Holdings Limited Announces Dividend on Ytmdx2 - Xtb Eqt Dx2 4.25% May-27 for the Year Ending November 11, 2022, Payable on November 16, 2022

EQT Holdings Limited Declares Distribution on YTMDX1 - XTB EQT DX1 4.75% NOV-25 for the Six Months Ending November 7, 2022, Payable on November 10, 2022

Upcoming dividend of AU$0.48 per share

First half 2022 earnings: Revenues and EPS in line with analyst expectations

EQT Holdings Limited Announces Ordinary Fully Franked Distribution for the Six Months Ended December 31, 2021, Payable on March 29, 2022

EQT Holdings Limited to Report First Half, 2022 Results on Feb 25, 2022

MD & Director recently bought AU$99k worth of stock

Upcoming dividend of AU$0.47 per share

Full year 2021 earnings released: EPS AU$1.03 (vs AU$0.93 in FY 2020)

Equity Trustees Limited Announces Dividend on Ytmqf4 - Xtb Eqt 2.95% Qf4 Nov-29 for the Six Months Ending November 29, 2021, Payable on December 2, 2021

Equity Trustees Limited Announces Dividend on YTMDX2 - XTB EQT DX2 4.25% MAY-27, Payable on November 16, 2021

Company Secretary has left the company

Independent Deputy Chairman of the Board James Minto has left the company

MD & Director recently bought AU$115k worth of stock

Equity Trustees Limited Declares Ordinary Distribution on YTMDO1 - XTB EQT DO1 4.50% MAR-22 for the Six Months Ending September 13, 2021, Payable on September 16, 2021

New 90-day low: AU$26.00

First half 2021 earnings released: EPS AU$0.47 (vs AU$0.56 in 1H 2020)

Revenue misses expectations

EQT Holdings Limited to Report First Half, 2021 Results on Feb 18, 2021

Independent Non-Executive Chairperson recently bought AU$133k worth of stock

New 90-day low: AU$25.25

Eqt Holdings Limited Announces Directorate Changes

New 90-day high - AU$27.27