NAVIGATOR GLOBAL INVESTMENTS LIMITED (NGI)
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NGI

NGI - NAVIGATOR GLOBAL INVESTMENTS LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 0.36
Index: ALL-ORDS

Navigator Global Investments is the listed parent of Lighthouse Investment Partners LLC. Based in the US, Lighthouse creates and manages global hedge fund solutions. It has been listed since 2006.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.61

25 Aug
2026

0.210

OPEN

$2.45

8.75%

HIGH

$2.62

934,762

LOW

$2.39

TARGET
$3.383 29.6% upside
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . DJW . GDG . GQG . HMC . HUB . IFT . IRE . KAM . KSL . MAF . MFG . MQG . NWL . PAC . PNI . PPS . PPT . QAL . RPL . RZI . WHF .
FNARENA'S MARKET CONSENSUS FORECASTS
NGI: 1
Title FY27
Forecast		 FY28
Forecast
EPS (cps) 25.1 xxx
DPS (cps) 0.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 10.6 xxx
Dividend Yield 0.0% xxx
Div Pay Ratio(%) N/A xxx
This company reports in USD.
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: 11/09 - (franking ex-div 4.68c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx5.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx714.5 M
Book Value Per Share xxxxxxxxxxxxxxx243.5
Net Operating Cash Flow xxxxxxxxxxxxxxx148.2 M
Net Profit Margin xxxxxxxxxxxxxxx4.38 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.45 %
Return on Invested Capital xxxxxxxxxxxxxxx2.39 %
Return on Assets xxxxxxxxxxxxxxx2.04 %
Return on Equity xxxxxxxxxxxxxxx2.45 %
Return on Total Capital xxxxxxxxxxxxxxx5.96 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx116.6 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx9 M
Long Term Debt xxxxxxxxxxxxxxx26 M
Total Debt xxxxxxxxxxxxxxx34 M
Goodwill - Gross xxxxxxxxxxxxxxx721 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx239 M
Price To Book Value xxxxxxxxxxxxxxx1.03

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx7.5 M
Capex % of Sales xxxxxxxxxxxxxxx1.05 %
Cost of Goods Sold xxxxxxxxxxxxxxx407 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx229 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1,090 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

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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

25/08/2026

1

Buy

$3.60

37.93%

UBS believes Navigator should benefit from a full-year contribution from the Stable Growth Portfolio in FY27, alongside supportive conditions for its alternative asset management partners and a strong acquisition pipeline.

The analyst sees scope for attractive organic and inorganic earnings growth, forecasting an EPS CAGR of around 13% over FY27-FY29.

The stock trading on an undemanding 10.6x 12-month PE, the broker views the risk/reward as skewed to the upside and retains a Buy rating. Target unchanged at $3.60.

First read: the stronger performance from Lighthouse was not enough to offset weaker Strategic distributions, leaving Navigator Global Investments' FY26 adjusted EBITDA around -2%-3% below UBS' expectations and at the bottom of guidance.

Strategic distributions fell -20.5% y/y as weaker credit and commodities performance was partly offset by stronger Private Markets.

Statutory NPAT of US$21.2m was well below expectations due to further non-cash fair-value adjustments and one-off acquisition and debt restructuring costs.

Positively, the analyst notes the recently acquired Stable portfolio has started well, with ownership-adjusted AUM up 11% since March.

Buy. Target $3.60.

FORECAST
UBS forecasts a full year FY27 dividend of 0.00 cents and EPS of 26.19 cents.
UBS forecasts a full year FY28 dividend of 0.00 cents and EPS of 30.56 cents.

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
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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
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NGI STOCK CHART

FNArena News on NGI

1
FNArena Corporate Results Monitor – 25-08-2026

Aug 25 2026 - Australia
2
Rudi’s View: That’s The Way Markets Crumble

Aug 06 2026 - Rudi's View
3
Navigator Builds Momentum Into FY27

Jul 24 2026 - Small Caps
4
Rudi’s View: July’s Stock Pickers’ Favourites

Jul 09 2026 - Rudi's View
5
Next Week At A Glance – 7-10 Apr 2026

Apr 03 2026 - Weekly Reports

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