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: 3.39
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

$5.78

12 Oct
2026

0.010

OPEN

$5.77

0.17%

HIGH

$5.79

2,823,910

LOW

$5.77

TARGET
$5.90 2.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AUB . FCL . GDG . HLI . IAG . MPL . NHF . NOL . QBE . SUN . TWR .
FNARENA'S MARKET CONSENSUS FORECASTS
SDF: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 24.3 34.7 xxx
DPS (cps) xxx 621.0 22.5 xxx
EPS Growth xxx - 20.0% 43.0% xxx
DPS Growth xxx 100.0% - 96.4% xxx
PE Ratio xxx N/A 16.6 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 2556.4% 64.8% xxx

Dividend yield today if purchased 3 years ago: 109.71%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 107.43

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: 02/09 - ex-div 12.75c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx24.3
DPS All xxxxxxxxxxxxxxx621.0
Sales/Revenue xxxxxxxxxxxxxxx2,128.3 M
Book Value Per Share xxxxxxxxxxxxxxx213.2
Net Operating Cash Flow xxxxxxxxxxxxxxx471.6 M
Net Profit Margin xxxxxxxxxxxxxxx12.64 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx11.30 %
Return on Invested Capital xxxxxxxxxxxxxxx6.62 %
Return on Assets xxxxxxxxxxxxxxx4.00 %
Return on Equity xxxxxxxxxxxxxxx11.30 %
Return on Total Capital xxxxxxxxxxxxxxx10.70 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx116 M
Long Term Debt xxxxxxxxxxxxxxx1,876 M
Total Debt xxxxxxxxxxxxxxx1,992 M
Goodwill - Gross xxxxxxxxxxxxxxx3,104 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,823 M
Price To Book Value xxxxxxxxxxxxxxx2.39

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx29.1 M
Capex % of Sales xxxxxxxxxxxxxxx1.37 %
Cost of Goods Sold xxxxxxxxxxxxxxx792 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx863 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx8 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

0.0

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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

UBS

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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

Macquarie

27/08/2026

3

Neutral

$5.80

0.35%

Steadfast Group's signed $6.00 per share takeover scheme with the Amwins, KKR and Dragoneer consortium has materially reduced deal uncertainty, Macquarie notes, although shareholder, court and regulatory approvals remain outstanding.

FY27 guidance for underlying EBITA of $700m–$715m and EPS growth of 4%–8% incorporates a softer premium rate environment and around $100m of M&A, after FY26 growth was predominantly acquisition-led, the analyst explains.

FY27 and FY28 EPS forecasts are lifted by 5.5% and 5.9%, respectively, with increases of 5%–6% thereafter.

The declared 12.75c final dividend leaves scope for a further 7.25c special dividend before the targeted December 2026 scheme implementation.

Macquarie retains Neutral and raises the target price to $5.80 from $4.50 to reflect the dividend-adjusted offer price.

FORECAST
Macquarie forecasts a full year FY27 dividend of 22.00 cents and EPS of 34.80 cents.
Macquarie forecasts a full year FY28 dividend of 23.00 cents and EPS of 36.50 cents.

Citi

xx/xx/xxxx

-1

xx xxxxxx

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

30/08/2026

3

Downgrade to Neutral from Overweight

$5.90

2.08%

Jarden downgrades its rating for Steadfast Group to Neutral from Overweight while retaining a $5.90 target price.

The company's recent results met guidance expectations, with growth largely driven by acquisitions and step-ups.

The analyst notes FY27 guidance fell slightly below expectations despite including a further $100m in anticipated acquisitions.

Management anticipates premium rate increases of 2%-3% throughout FY27, suggesting the market has passed the bottom of the cycle, though the broker views scope for rates to continue their downward trajectory or remain flat.

Additionally, following the announcement of a Scheme Implementation Deed, the analyst believes the stock will likely trade more on newsflow regarding corporate activity than fundamental valuation in the near term.
Access Extra Coverage Research History >

SDF STOCK CHART

FNArena News on SDF

1
Rudi’s View: Australia’s Most Unloved Buy-Rated Stocks

Sep 23 2026 - Rudi's View
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 04-09-26

Sep 04 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Aug 31, 2026

Aug 31 2026 - Daily Market Reports
4
Weekly Ratings, Targets, Forecast Changes – 28-08-26

Aug 31 2026 - Weekly Reports
5
Next Week At A Glance – 31 Aug – 4 Sep 2026

Aug 28 2026 - Weekly Reports

Latest Insurance News

1
The Rebuilding Of Tower

Apr 15 2026 - Small Caps
2
Treasure Chest: AI Risks To Insurance Brokers

Feb 11 2026 - Treasure Chest
3
ASIC Watch: Ai Governance Tax Hits Insurers

Dec 22 2025 - Australia
4
Insurance Sector’s AI Challenges Have Arrived

Nov 03 2025 - Australia
5
Insurers To Pamper Shareholders With Buybacks

Jan 24 2025 - Australia
6
IAG Shares Breaking Out

Jan 21 2025 - Technicals
7
ESG Focus: The Little Big Things – 21-11-2024

Nov 21 2024 - ESG Focus
8
New-Look Suncorp Ready To Rumble

Nov 14 2024 - Australia
9
Steadfast’s Long March

Jul 02 2024 - Australia
10
AUB Group Shares Poised For Break-Out

Jun 13 2024 - Technicals