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Updated 2h ago
OMU logo

Old Mutual LimitedJSE:OMU Stock Report

Market Cap R52.8b
Updated 2h ago
Share Price
n/a
1Y-4.2%
7D4.4%
1D2.0%
Portfolio Value
​
View

Old Mutual Limited

JSE:OMU Stock Report

Market Cap: R52.8b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Old Mutual (OMU) Stock Overview

Provides financial solutions to retail and corporate customers in South Africa and rest of Africa. More details

OMU fundamental analysis
Snowflake Score
Valuation3/6
Future Growth0/6
Past Performance4/6
Financial Health1/6
Dividends2/6

Rewards

Price-To-Earnings ratio (6.6x) is below the ZA market (8.3x)

Earnings grew by 25.5% over the past year

Trading at good value compared to peers and industry

Risk Analysis

High level of non-cash earnings

Dividend of 6.96% is not well covered by free cash flows


OMU Community Fair Values

Create Narrative

See what 13 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
4.3% undervalued intrinsic discount
AnalystConsensusTarget
•10mo ago

Digital Transformation And Sustainability Will Reshape Financial Services

136
0
21
AN
AnalystLowTarget
35.1% overvalued intrinsic discount
AnalystLowTarget
•9mo ago

Persistently Weak Sales and Client Outflows Will Pressure Revenue for Years to Come

52
0
1

Top Analyst Narratives

AN
AnalystConsensusTarget
4.3% undervalued intrinsic discount
AnalystConsensusTarget
•10mo ago

Digital Transformation And Sustainability Will Reshape Financial Services

136
0
21
AN
AnalystLowTarget
35.1% overvalued intrinsic discount
AnalystLowTarget
•9mo ago

Persistently Weak Sales and Client Outflows Will Pressure Revenue for Years to Come

52
0
1
View all narratives

Old Mutual Limited Competitors

Momentum Group

Symbol: JSE:MTM
Market cap: R49.6b

Sanlam

Symbol: JSE:SLM
Market cap: R168.0b

Discovery

Symbol: JSE:DSY
Market cap: R179.0b

Santam

Symbol: JSE:SNT
Market cap: R44.5b

Price History & Performance

Summary of share price highs, lows and changes for Old Mutual
Historical stock prices
Current Share PriceR13.37
52 Week HighR17.00
52 Week LowR12.43
Beta0.58
1 Month Change2.22%
3 Month Change-2.34%
1 Year Change-4.16%
3 Year Change10.77%
5 Year Change-10.87%
Change since IPO-10.01%

Recent News & Updates

Recent updates

Analysis Article • Jan 23

Investor Optimism Abounds Old Mutual Limited (JSE:OMU) But Growth Is Lacking

With a median price-to-earnings (or "P/E") ratio of close to 10x in South Africa, you could be forgiven for feeling...
User avatar
Narrative Update • Oct 29

Digital Transformation And Sustainability Will Reshape Financial Services

Old Mutual's analyst price target has been raised from R13.18 to R13.98. This reflects increased optimism from analysts based on improved profit margin projections and a lower discount rate.
Analysis Article • Jun 25

Old Mutual Limited's (JSE:OMU) Popularity With Investors Is Under Threat From Overpricing

It's not a stretch to say that Old Mutual Limited's ( JSE:OMU ) price-to-earnings (or "P/E") ratio of 6.7x right now...
Analysis Article • May 28

Should You Be Adding Old Mutual (JSE:OMU) To Your Watchlist Today?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
User avatar
New Narrative • May 04

Digital Transformation And Sustainability Will Reshape Financial Services

The launch of OM Bank and digital transformation initiatives are key growth drivers, enhancing revenue and net margins through efficient cost structures and operational efficiencies.
Analysis Article • Mar 18

Benign Growth For Old Mutual Limited (JSE:OMU) Underpins Its Share Price

Old Mutual Limited's ( JSE:OMU ) price-to-earnings (or "P/E") ratio of 6.3x might make it look like a buy right now...
Analysis Article • Nov 20

Earnings Working Against Old Mutual Limited's (JSE:OMU) Share Price

Old Mutual Limited's ( JSE:OMU ) price-to-earnings (or "P/E") ratio of 7x might make it look like a buy right now...
Analysis Article • Oct 25

If EPS Growth Is Important To You, Old Mutual (JSE:OMU) 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 • Jul 29

There Is A Reason Old Mutual Limited's (JSE:OMU) Price Is Undemanding

Old Mutual Limited's ( JSE:OMU ) price-to-earnings (or "P/E") ratio of 7.4x might make it look like a buy right now...
Analysis Article • Jun 21

Here's Why We Think Old Mutual (JSE:OMU) Might Deserve Your Attention Today

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 • Apr 13

Old Mutual (JSE:OMU) Is Due To Pay A Dividend Of ZAR0.49

Old Mutual Limited's ( JSE:OMU ) investors are due to receive a payment of ZAR0.49 per share on 22nd of April. However...
Analysis Article • Mar 30

Old Mutual (JSE:OMU) Is Due To Pay A Dividend Of ZAR0.49

Old Mutual Limited ( JSE:OMU ) will pay a dividend of ZAR0.49 on the 22nd of April. This means the annual payment is...

Shareholder Returns

OMUZA InsuranceZA Market
7D4.4%-2.5%-1.0%
1Y-4.2%8.2%9.2%

Return vs Industry: OMU underperformed the ZA Insurance industry which returned 8.2% over the past year.

Return vs Market: OMU underperformed the ZA Market which returned 9.2% over the past year.

Price Volatility

Is OMU's price volatile compared to industry and market?
OMU volatility
OMU Average Weekly Movement3.0%
Insurance Industry Average Movement3.1%
Market Average Movement4.5%
10% most volatile stocks in ZA Market10.9%
10% least volatile stocks in ZA Market2.6%

Stable Share Price: OMU has not had significant price volatility in the past 3 months compared to the ZA market.

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

About the Company

FoundedEmployeesCEOWebsite
184522,026Jurie Strydomwww.oldmutual.com

Old Mutual Limited, together with its subsidiaries, provides financial solutions to retail and corporate customers in South Africa and rest of Africa. It operates through Old Mutual Life and Savings, Old Mutual Investments, Old Mutual Banking, Old Mutual Insure, Old Mutual Africa Regions, and Other Group Activities segments. The company offers risk, savings, investment, lending, and income products; simple financial solutions for low- to lower-middle income customers; financial advice and tailored investment for middle-income and high-net-worth individuals; and employee benefits and business solutions for SMEs.

Old Mutual Limited Fundamentals Summary

How do Old Mutual's earnings and revenue compare to its market cap?
OMU fundamental statistics
Market capR52.81b
Earnings (TTM)R8.20b
Revenue (TTM)R114.39b
6.6x
P/E Ratio
0.5x
P/S Ratio

Is OMU overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
OMU income statement (TTM)
RevenueR114.39b
Cost of RevenueR82.54b
Gross ProfitR31.85b
Other ExpensesR23.65b
EarningsR8.20b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)2.03
Gross Margin27.84%
Net Profit Margin7.16%
Debt/Equity Ratio29.3%

How did OMU perform over the long term?

See historical performance and comparison

Dividends

7.0%
Current Dividend Yield
49%
Payout Ratio

Does OMU pay a reliable dividends?

See OMU dividend history and benchmarks
When do you need to buy OMU by to receive an upcoming dividend?
Old Mutual dividend dates
Ex Dividend DateSep 30 2026
Dividend Pay DateOct 05 2026
Days until Ex dividend15 days
Days until Dividend pay date20 days

Does OMU pay a reliable dividends?

See OMU dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/14 16:50
End of Day Share Price 2026/09/14 00:00
Earnings2026/06/30
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
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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

Old Mutual Limited is covered by 16 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Francois Du ToitAnchor Stockbrokers Proprietary Limited
Adrienne DamantAvior Capital Markets
Edward HoughtonBernstein

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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