AUB Group Limited

ASX:AUB Stock Report

Market Cap: AU$3.4b

AUB Group Future Growth

Future criteria checks 3/6

AUB Group is forecast to grow earnings and revenue by 12% and 10.9% per annum respectively. EPS is expected to grow by 8.8% per annum. Return on equity is forecast to be 14.7% in 3 years.

Key information

12.0%

Earnings growth rate

8.78%

EPS growth rate

Insurance earnings growth6.9%
Revenue growth rate10.9%
Future return on equity14.66%
Analyst coverage

Good

Last updated22 May 2026

Recent future growth updates

Analysis Article Aug 23

AUB Group Limited Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

AUB Group Limited ( ASX:AUB ) missed earnings with its latest full-year results, disappointing overly-optimistic...

Recent updates

Narrative Update May 13

AUB: Capital Deployment Into Accretive Acquisitions Will Support Future Repricing

Narrative Update on AUB Group The analyst price target for AUB Group has been revised to A$34.06, with the neutral change framed around a slightly higher discount rate and P/E assumptions, as analysts reassess sector-wide drivers in a manner similar to recent updates seen across midcap financial stocks. Analyst Commentary Recent sector research on midcap financial stocks gives some context for how analysts are thinking about AUB Group, particularly around valuation, growth expectations and execution risks.
Narrative Update Apr 28

AUB: Capital Return And Equity Raising Will Support Future Repricing

Analysts have trimmed AUB Group's fair value estimate to about A$34.06 from A$34.68, reflecting slightly lower assumed profit margins and a modestly reduced future P/E multiple, while keeping other key inputs broadly unchanged. Analyst Commentary Recent Street research around financials with similar valuation frameworks offers some context for AUB Group, especially where analysts have adjusted price targets while keeping core views on earnings power and risk profile intact.
Narrative Update Apr 10

AUB: Capital Return And Equity Raising Will Support Future Upside

Analysts have trimmed their AUB Group price target slightly to A$34.68 from A$34.86, reflecting updated views on fair value, expected growth and margins, while keeping broader sector drivers in mind. Analyst Commentary Recent research activity around comparable financial groups points to a mix of optimism on growth drivers and some caution on valuation risk, which investors can apply as a lens when thinking about AUB Group.
Narrative Update Mar 27

AUB: Sector Tailwinds And Capital Return Will Support Future Upside

Narrative Update on AUB Group The analyst price target for AUB Group has been revised to A$34.86, with analysts pointing to sector tailwinds such as loan growth, net interest margin and capital return as key supports for the updated valuation. Analyst Commentary Analysts framing the A$34.86 price target for AUB Group are drawing on themes seen across midcap financials, particularly around how loan growth, net interest margin and capital return feed into valuation support.
Narrative Update Mar 13

AUB: Future Margins And Accretive Acquisitions Will Support Upside

Analysts have nudged their AUB Group price target slightly higher to about A$34.86 from A$34.77. This reflects updated views on revenue growth, profit margins and future P/E assumptions.
Narrative Update Feb 26

AUB: Higher Future P/E And Acquisitions Will Support Upside Potential

Analysts have adjusted their fair value estimate for AUB Group to A$34.77 from A$38.51, citing updated assumptions around revenue growth, profit margins and a higher future P/E multiple. Analyst Commentary Recent fair value work on AUB Group reflects a more detailed reassessment of revenue growth assumptions, profit margins and the P/E multiple that analysts are willing to apply.
Narrative Update Feb 12

AUB: Revised Discount Rate And P/E Framework Will Support Future Upside Potential

Analysts have lifted their AUB Group price target to A$38.51, with the tweak supported by updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent target changes point to analysts refining their views on AUB Group rather than swinging to any extreme stance.
Narrative Update Jan 28

AUB: Higher Revenue And Margin Assumptions Will Support Stronger Future Earnings Power

Analysts have nudged their price target for AUB Group slightly higher to A$38.51, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their valuation work. Analyst Commentary Recent updates to the A$38.51 price target reflect fresh thinking around AUB Group's revenue outlook, profitability, and the P/E multiples analysts are comfortable using in their models.
Narrative Update Dec 24

AUB: Steepening Yield Curve Will Drive Stronger Medium Term Earnings Power

Analysts have modestly reduced their price target for AUB Group, trimming expectations by a few dollars per share to reflect recent underwhelming quarterly results, including net interest margin pressure and softer loan growth, while still acknowledging a supportive medium term backdrop. Analyst Commentary Analyst views on AUB Group currently reflect a balanced mix of optimism around the medium term setup and caution around near term execution risks, particularly in light of recent quarterly softness.
Narrative Update Dec 10

AUB: Steepening Yield Curve Will Support Stronger Medium Term Earnings Power

Analysts have trimmed their price target on AUB Group to approximately $38.47 from about $42.32, citing slightly underwhelming recent performance but maintaining a constructive view on improved growth and margin dynamics as the operating backdrop becomes more favorable. Analyst Commentary Analyst sentiment around AUB Group remains mixed but constructive, with the recent reduction in the consensus price target reflecting near term execution noise rather than a fundamental shift in the long term investment case.
Narrative Update Nov 25

AUB: Improving Loan Growth Outlook And Takeover Interest Will Drive Future Upside

Analysts have slightly lowered their price target for AUB Group, citing modest underperformance in third-quarter results and tempered outlooks. The consensus target has moved down by approximately $2.50 to reflect softer near-term expectations in revenue and loan growth.
Narrative Update Nov 11

AUB: Future Takeover Offers And Market Conditions Will Shape Performance

Analysts have raised their fair value price target for AUB Group from $39.26 to $42.32 per share. They cite expectations of improved growth dynamics and more favorable market conditions supporting future performance.
Narrative Update Oct 28

Digital Expansion And Acquisitions Will Drive Opportunity Amid Industry Caution

Analysts have raised their fair value estimate for AUB Group to $39.26 from $37.69. They cite a modest upward reassessment of long-term fundamentals, despite only slight changes in growth and profitability assumptions.
Narrative Update Aug 27

Integration Of Tysers And Global Expansion Will Strengthen Future Prospects

AUB Group’s price target was revised upward to A$37.52 as analysts cite favorable earnings prospects, accelerating loan growth, and resilient credit quality, despite ongoing valuation discounts relative to major banks. Analyst Commentary Midcap banks are trading at their widest discount to the largest banks in over a decade.
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New Narrative Feb 09

Acquisition Expansion And AI Integration Will Drive Future Success In Insurance Industry

Strategic investments and international expansion efforts are expected to drive substantial revenue growth and broaden AUB Group’s specialty and retail operations.
Analysis Article Aug 23

AUB Group Limited Just Missed Revenue By 21%: Here's What Analysts Think Will Happen Next

AUB Group Limited ( ASX:AUB ) missed earnings with its latest full-year results, disappointing overly-optimistic...
Analysis Article Aug 07

Getting In Cheap On AUB Group Limited (ASX:AUB) Is Unlikely

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
Analysis Article May 07

We Ran A Stock Scan For Earnings Growth And AUB Group (ASX:AUB) Passed With Ease

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article Feb 22

AUB Group (ASX:AUB) Will Pay A Dividend Of A$0.20

AUB Group Limited ( ASX:AUB ) has announced that it will pay a dividend of A$0.20 per share on the 5th of April...
Analysis Article Feb 08

Shareholders Should Be Pleased With AUB Group Limited's (ASX:AUB) Price

AUB Group Limited's ( ASX:AUB ) price-to-earnings (or "P/E") ratio of 51.5x might make it look like a strong sell right...
Analysis Article Aug 28

AUB Group (ASX:AUB) Is Paying Out A Larger Dividend Than Last Year

AUB Group Limited's ( ASX:AUB ) dividend will be increasing from last year's payment of the same period to A$0.47 on...
Analysis Article Aug 26

AUB Group's (ASX:AUB) Dividend Will Be Reduced To A$0.38

AUB Group Limited ( ASX:AUB ) is reducing its dividend to A$0.38 on the 7th of Octoberwhich is 2.6% less than last...

Earnings and Revenue Growth Forecasts

ASX:AUB - Analysts future estimates and past financials data (AUD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
6/30/20281,8752542852117
6/30/20271,7862322972778
6/30/20261,611159532588
12/31/20251,207189267271N/A
9/30/20251,190185324329N/A
6/30/20251,173180382387N/A
3/31/20251,133145332337N/A
12/31/20241,093110282288N/A
9/30/20241,072124179185N/A
6/30/20241,0501377682N/A
3/31/20241,02812797101N/A
12/31/20231,005116118121N/A
9/30/202391691160161N/A
6/30/202382765201202N/A
3/31/202367659166168N/A
12/31/202252553130133N/A
9/30/202244967112114N/A
6/30/2022373819396N/A
3/31/202236679101101N/A
12/31/202135977108107N/A
9/30/202135574110110N/A
6/30/202135271112113N/A
3/31/202134662108109N/A
12/31/202034054104105N/A
9/30/2020338509798N/A
6/30/2020335479090N/A
3/31/2020330467680N/A
12/31/2019325456370N/A
9/30/201931647N/A70N/A
6/30/201930748N/A70N/A
3/31/201930145N/A53N/A
12/31/201829443N/A37N/A
9/30/201828645N/A47N/A
6/30/201827847N/A58N/A
3/31/201827545N/AN/AN/A
12/31/201727344N/A67N/A
9/30/201726939N/A61N/A
6/30/201726533N/A56N/A
3/31/201725732N/AN/AN/A
12/31/201625031N/A43N/A
9/30/201624236N/A34N/A
6/30/201623442N/A25N/A
3/31/201623043N/A33N/A
12/31/201522645N/A41N/A
9/30/201522140N/A43N/A
6/30/201521735N/A44N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: AUB's forecast earnings growth (12% per year) is above the savings rate (3.6%).

Earnings vs Market: AUB's earnings (12% per year) are forecast to grow faster than the Australian market (12% per year).

High Growth Earnings: AUB's earnings are forecast to grow, but not significantly.

Revenue vs Market: AUB's revenue (10.9% per year) is forecast to grow faster than the Australian market (6.2% per year).

High Growth Revenue: AUB's revenue (10.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: AUB's Return on Equity is forecast to be low in 3 years time (14.7%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 23:35
End of Day Share Price 2026/06/01 00:00
Earnings2025/12/31
Annual Earnings2025/06/30

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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

AUB Group Limited is covered by 19 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Andrew AdamsBarrenjoey Markets Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew KearnanBofA Global Research