HELIA GROUP LIMITED (HLI)
Share Price Analysis and Chart

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HLI

HLI - HELIA GROUP LIMITED

FNArena Sector : Insurance
Year End: December
GICS Industry Group : Diversified Financials
Debt/EBITDA: N/A
Index: ASX200 | ASX300 | ALL-ORDS

This is the company formerly known as Genworth Mortgage Insurance Australia. It changed its name to Helia Group in May 2023.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.99

04 Mar
2026

-0.080

OPEN

$6.00

-1.32%

HIGH

$6.05

1,685,583

LOW

$5.88

TARGET
$3.70 -38.2% downside
Franking for last dividend paid out: 89%
OTHER COMPANIES IN THE SAME SECTOR
AUB . CVW . FCL . GDG . IAG . MPL . NHF . NOL . QBE . SDF . SUN . TWR .
FNARENA'S MARKET CONSENSUS FORECASTS
HLI: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 89.9 64.8 xxx
DPS (cps) xxx 126.0 117.0 xxx
EPS Growth xxx 12.1% - 27.9% xxx
DPS Growth xxx 50.0% - 7.1% xxx
PE Ratio xxx N/A 9.3 xxx
Dividend Yield xxx N/A 19.3% xxx
Div Pay Ratio(%) xxx 140.2% 180.6% xxx

Dividend yield today if purchased 3 years ago: 37.84%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 20.83

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: 29/08 - ex-div 27.00c (franking 37%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx89.9
DPS All xxxxxxxxxxxxxxx126.0
Sales/Revenue xxxxxxxxxxxxxxx471.2 M
Book Value Per Share xxxxxxxxxxxxxxx374.5
Net Operating Cash Flow xxxxxxxxxxxxxxx108.4 M
Net Profit Margin xxxxxxxxxxxxxxx51.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx23.33 %
Return on Invested Capital xxxxxxxxxxxxxxx21.32 %
Return on Assets xxxxxxxxxxxxxxx8.95 %
Return on Equity xxxxxxxxxxxxxxx23.33 %
Return on Total Capital xxxxxxxxxxxxxxx31.67 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-196.8 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 xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx3 M
Total Debt xxxxxxxxxxxxxxx5 M
Goodwill - Gross xxxxxxxxxxxxxxx9 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx46 M
Price To Book Value xxxxxxxxxxxxxxx1.47

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx0.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.00 %
Cost of Goods Sold xxxxxxxxxxxxxxx-
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx65 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx2,411 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

1
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

26/02/2026

5

Underperform

$3.70

-38.23%

Macquarie maintains an Underperform rating on Helia Group and cuts the target price to $3.70 from $3.95, arguing investors are overpaying for future capital returns at circa 1.7x P/NTA.

The 2H25 underlying trends were viewed as reasonable, with insurance revenue of $189m, total incurred claims of -$36m and a 67c special dividend, representing around $180m of capital, ahead of expectations.

The analyst cautions claims are likely to normalise in 2026 as reserve releases slow, particularly with several rate rises expected, noting reserves have fallen around -$200m from circa $440m in 2021, currently.

While management guides to 2026 insurance revenue of $320-370m and claims “well below” through-the-cycle levels, the broker sees risks from higher rates and contract roll-offs.

EPS forecasts are downgraded by -1%/-4%/-6% for FY26/FY27/FY28, and buybacks removed in favour of special dividends.

FORECAST
Macquarie forecasts a full year FY26 dividend of 117.00 cents and EPS of 64.80 cents.
Macquarie forecasts a full year FY27 dividend of 102.00 cents and EPS of 45.00 cents.
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

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
Access Extra Coverage Research History >

HLI STOCK CHART

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