SUMMERSET GROUP HOLDINGS LIMITED (SNZ)
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SNZ

SNZ - SUMMERSET GROUP HOLDINGS LIMITED

FNArena Sector : Aged Care & Seniors
Year End: December
GICS Industry Group : Health Care Equipment & Services
Debt/EBITDA: 58.66
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$7.03

13 Apr
2026

-0.370

OPEN

$7.40

-5.00%

HIGH

$7.40

4,366

LOW

$7.03

OTHER COMPANIES IN THE SAME SECTOR
EGH . INA . LIC . OCA . REG . RYM .
FNARENA'S MARKET CONSENSUS FORECASTS
SNZ: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 97.3 xxx
DPS (cps) 21.9 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 7.3 xxx
Dividend Yield 3.1% xxx
Div Pay Ratio(%) 22.5% xxx
This company reports in NZD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: N/A

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 N/A

Estimated Dividend Growth
(Average Of Past Three Years)

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 28/08 - ex-div 4.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx97.6
DPS All xxxxxxxxxxxxxxx22.1
Sales/Revenue xxxxxxxxxxxxxxx325.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,187.1
Net Operating Cash Flow xxxxxxxxxxxxxxx403.2 M
Net Profit Margin xxxxxxxxxxxxxxx71.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.43 %
Return on Invested Capital xxxxxxxxxxxxxxx5.36 %
Return on Assets xxxxxxxxxxxxxxx3.07 %
Return on Equity xxxxxxxxxxxxxxx8.43 %
Return on Total Capital xxxxxxxxxxxxxxx0.12 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx240.7 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx76 M
Long Term Debt xxxxxxxxxxxxxxx1,630 M
Total Debt xxxxxxxxxxxxxxx1,706 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx5 M
Price To Book Value xxxxxxxxxxxxxxx0.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx133.2 M
Capex % of Sales xxxxxxxxxxxxxxx40.91 %
Cost of Goods Sold xxxxxxxxxxxxxxx56 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx264 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx7,094 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

1.0

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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UBS

12/03/2026

1

Buy

-

-

UBS notes modest improvement in New Zealand retirement village unit pricing and sales activity, supported by improving residential market dynamics and stronger sales execution by operators.

Quarterly unit price inflation rose 0.6% across UBS Evidence Lab data, with Summerset Group up 0.7% q/q and Ryman Healthcare up 0.6%, implying y/y growth of 1.7% and 0.8% respectively.

There has also been a continued improvement in retirement village unit sales, supported by a 12% y/y increase in rolling residential sales volumes and rising housing listings, which may signal improving vendor confidence.

The broker retains a positive sector view despite recent share price weakness, which UBS attributes partly to softer housing data and concerns around potential interest rate increases.

 Buy rating unchanged, target set at NZ$15.00.

Bell Potter

xx/xx/xxxx

1

xxx

-

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

01/04/2026

3

Neutral

-

-

Jarden maintains a Neutral rating for Summerset Group Holdings with a NZ$11.44 target price following a post-reporting review focused on cash conversion and sector-wide working capital imposts.

While development continues, the broker highlights an expanding "paper profits gap" as the difference between reported sales and cash equivalents increased to -NZ$86m in FY25 from -NZ$40m in FY24.

This discrepancy is driven by internal resident transfers to care suites and the use of price discounting to maintain development cadence in a slow New Zealand housing market, the report explains.

While Summerset continues to support its build rate via its balance sheet, commentary states future valuation is tied to improved visibility on internal transfer volumes and the reversal of short-term receivables.

Jarden says the neutral stance reflects a cautious view of high sector leverage against a competitive backdrop.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus -4.25 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus -2.74 cents.
Access Extra Coverage Research History >

SNZ STOCK CHART

FNArena News on SNZ

1
Australian Broker Call *Extra* Edition – Apr 01, 2026

Apr 01 2026 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Mar 25, 2026

Mar 25 2026 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Mar 23, 2026

Mar 23 2026 - Daily Market Reports
4
In Case You Missed It – BC Extra Upgrades & Downgrades – 13-03-26

Mar 13 2026 - Weekly Reports
5
Australian Broker Call *Extra* Edition – Mar 11, 2026

Mar 11 2026 - Daily Market Reports

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