PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED (PNI)
Share Price Analysis and Chart

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PNI

PNI - PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 13.11
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$16.85

14 Apr
2025

0.850

OPEN

$16.17

5.31%

HIGH

$16.93

1,558,865

LOW

$15.98

TARGET
$23.557 39.8% upside
Franking for last dividend paid out: 72%
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . AVC . BVS . CGF . CVW . DJW . ENN . GDC . GDG . GQG . HMC . HUB . IFL . IFT . IRE . KAM . KSL . MAF . MFG . MQG . NGI . NWL . PAC . PPS . PPT . PTM . QAL . RPL . RZI . WHF .
FNARENA'S MARKET CONSENSUS FORECASTS
PNI: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx 45.8 65.9 xxx
DPS (cps) xxx 42.0 56.8 xxx
EPS Growth xxx 16.4% 43.9% xxx
DPS Growth xxx 16.7% 35.2% xxx
PE Ratio xxx N/A 25.6 xxx
Dividend Yield xxx N/A 3.4% xxx
Div Pay Ratio(%) xxx 91.7% 86.2% xxx

Dividend yield today if purchased 3 years ago: 4.43%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.63

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 26.40c (franking 70%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx45.8
DPS All xxxxxxxxxxxxxxx42.0
Sales/Revenue xxxxxxxxxxxxxxx56.6 M
Book Value Per Share xxxxxxxxxxxxxxx235.8
Net Operating Cash Flow xxxxxxxxxxxxxxx76.7 M
Net Profit Margin xxxxxxxxxxxxxxx159.57 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx20.57 %
Return on Invested Capital xxxxxxxxxxxxxxx16.64 %
Return on Assets xxxxxxxxxxxxxxx15.91 %
Return on Equity xxxxxxxxxxxxxxx20.57 %
Return on Total Capital xxxxxxxxxxxxxxx1.25 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx5.7 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx2 M
Long Term Debt xxxxxxxxxxxxxxx108 M
Total Debt xxxxxxxxxxxxxxx109 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx33 M
Price To Book Value xxxxxxxxxxxxxxx6.01

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx0.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.06 %
Cost of Goods Sold xxxxxxxxxxxxxxx1 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx48 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx154 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

0.7

No. Of Recommendations

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

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

0

xxxxxxxxx xx xxxxxxxx

xx.xx%

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UBS

03/04/2025

3

Neutral

$19.50

15.73%

UBS marks to market the wealth stocks for softer equity markets over the March quarter and lowers the Pinnacle Investment Management target price to $19.50.

Considerable uncertainty remains in the sector, and UBS prefers the "relative safety" of wealth exposures such as Perpetual ((PPT)), Insignia Financial ((IFL)), and GQG Partners ((GQG)) on valuation and growth prospects.

No change to Neutral rating for Pinnacle Investment Management.

FORECAST
UBS forecasts a full year FY25 EPS of 71.00 cents.
UBS forecasts a full year FY26 EPS of 85.00 cents.

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Wilsons

24/03/2025

1

Overweight

$26.50

57.27%

Wilsons notes a media article about Count Financial ((CUP)) recommending its 550 financial advisers to sell holdings in some of Metrics' funds, and a subsequent investor call by Metrics CEO Andrew Lockhart. 

Lockhart highlighted Count network's FUM exposure to Metrics funds was immaterial with just $100-200m, and there has been no recent deterioration in credit quality.

The broker is focusing more on earnings implications from the National Pension Service of Korea taking a 4.17% stake in Metrics, which it estimates will reduce Pinnacle Investment Management's share of profit from Metrics by -1.46%.

The broker will update forecasts and estimated Q3 flow in the coming weeks. Target price of $26.5 and Overweight rating are unchanged.

FORECAST
Wilsons forecasts a full year FY25 dividend of 58.00 cents and EPS of 61.10 cents.
Wilsons forecasts a full year FY26 dividend of 72.60 cents and EPS of 74.30 cents.
Access Extra Coverage Research History >

PNI STOCK CHART

FNArena News on PNI

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