STEADFAST GROUP LIMITED (SDF)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

SDF

SDF - STEADFAST GROUP LIMITED

FNArena Sector : Insurance
Year End: June
GICS Industry Group : Insurance
Debt/EBITDA: 3.33
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Steadfast Group is an insurance broker and underwriting group operating in Australia, New Zealand, Europe and Asia. Founded in 1996 the company listed on the ASX in 2013.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.25

15 Jan
2026

0.000

OPEN

$5.26

0.000

HIGH

$5.37

1,631,056

LOW

$5.19

TARGET
$6.148 17.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AUB . CVW . FCL . GDG . HLI . IAG . MPL . NHF . NOL . QBE . SUN . TWR .
FNARENA'S MARKET CONSENSUS FORECASTS
SDF: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 30.4 32.0 xxx
DPS (cps) xxx 19.5 21.2 xxx
EPS Growth xxx 43.2% 5.3% xxx
DPS Growth xxx 14.0% 8.5% xxx
PE Ratio xxx N/A 16.5 xxx
Dividend Yield xxx N/A 4.0% xxx
Div Pay Ratio(%) xxx 64.2% 66.2% xxx

Dividend yield today if purchased 3 years ago: 3.62%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.69

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: 03/09 - ex-div 11.70c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx30.4
DPS All xxxxxxxxxxxxxxx19.5
Sales/Revenue xxxxxxxxxxxxxxx1,822.8 M
Book Value Per Share xxxxxxxxxxxxxxx217.2
Net Operating Cash Flow xxxxxxxxxxxxxxx499.2 M
Net Profit Margin xxxxxxxxxxxxxxx18.37 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx14.17 %
Return on Invested Capital xxxxxxxxxxxxxxx9.00 %
Return on Assets xxxxxxxxxxxxxxx5.49 %
Return on Equity xxxxxxxxxxxxxxx14.17 %
Return on Total Capital xxxxxxxxxxxxxxx9.58 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx292.4 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 xxxxxxxxxxxxxxx137 M
Long Term Debt xxxxxxxxxxxxxxx1,493 M
Total Debt xxxxxxxxxxxxxxx1,630 M
Goodwill - Gross xxxxxxxxxxxxxxx2,929 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,602 M
Price To Book Value xxxxxxxxxxxxxxx2.77

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx8.2 M
Capex % of Sales xxxxxxxxxxxxxxx0.45 %
Cost of Goods Sold xxxxxxxxxxxxxxx664 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx770 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 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

0.6

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

14/01/2026

1

Buy

$6.80

29.52%

UBS' latest sector update on ASX-listed insurers observes CAT reinsurance renewal commentary from major international reinsurance brokers remains in line with its forecasts.

Overall, UBS analysts expect abundant capacity and healthy ROEs to continue driving an ongoing slowdown in global commercial premium rates through 2026

The broker's sector preference remains for personal lines-skewed insurers, with Insurance Australia Group the top pick, reflecting greater earnings upside risk from RI profit commissions.

UBS has a Buy rating and $6.80 target price on Steadfast Group.

FORECAST
UBS forecasts a full year FY26 dividend of 21.60 cents and EPS of 33.20 cents.
UBS forecasts a full year FY27 dividend of 22.40 cents and EPS of 34.60 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >
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

11/12/2025

2

Overweight

$6.25

19.05%

Steadfast Group updated the outlook on the insurance market post the AGM downgrade for FY26 premium rate expectations.

Management continues to re-iterate FY26 net profit after tax guidance of $365-$375m despite the easing premium rate backdrop, Jarden notes, with earnings more skewed to the 2H26.

The insurance broker also highlighted -$122.7m in acquisitions year-to-date to Nov 30 with an additional -$202m to be completed by the remainder of the year. As a result gearing is lifting to 40% from 35%, the analyst notes.

Jarden believes it is premature to call an end to the bottom of the insurance cycle and continues to forecast premium rate growth of 1% for FY26 and FY27.

Target price slips to $6.25 from $6.50. No change to Overweight rating.

FORECAST
Jarden forecasts a full year FY26 dividend of 20.80 cents and EPS of 33.10 cents.
Jarden forecasts a full year FY27 dividend of 22.20 cents and EPS of 35.10 cents.
Access Extra Coverage Research History >

SDF STOCK CHART

FNArena News on SDF

1
In Brief: Carma, Intelligent Monitoring, Steadfast

Dec 19 2025 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Dec 18, 2025

Dec 18 2025 - Daily Market Reports
3
Australian Broker Call *Extra* Edition – Dec 15, 2025

Dec 15 2025 - Daily Market Reports
4
Weekly Ratings, Targets, Forecast Changes – 21-11-25

Nov 24 2025 - Weekly Reports
5
Weekly Ratings, Targets, Forecast Changes – 07-11-25

Nov 10 2025 - Weekly Reports

Latest Insurance News

1
ASIC Watch: Ai Governance Tax Hits Insurers

Dec 22 2025 - Australia
2
Insurance Sector’s AI Challenges Have Arrived

Nov 03 2025 - Australia
3
Insurers To Pamper Shareholders With Buybacks

Jan 24 2025 - Australia
4
IAG Shares Breaking Out

Jan 21 2025 - Technicals
5
ESG Focus: The Little Big Things – 21-11-2024

Nov 21 2024 - ESG Focus
6
New-Look Suncorp Ready To Rumble

Nov 14 2024 - Australia
7
Steadfast’s Long March

Jul 02 2024 - Australia
8
AUB Group Shares Poised For Break-Out

Jun 13 2024 - Technicals
9
SMSFundamentals: Older People Are Life Insurers’ Future Challenge

Oct 26 2023 - SMSFundamentals
10
Australian Insurers And The Weather

Oct 19 2023 - Feature Stories