SUMMERSET GROUP HOLDINGS LIMITED (SNZ)
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SNZ

SNZ - SUMMERSET GROUP HOLDINGS LIMITED

FNArena Sector : Aged Care & Seniors
Year End: December
GICS Industry Group : Health Care Equipment & Services
Debt/EBITDA: 58.66
Index:

LAST PRICE CHANGE +/- CHANGE % VOLUME

$6.65

30 Apr
2026

0.070

OPEN

$6.61

1.06%

HIGH

$6.69

2,632

LOW

$6.57

OTHER COMPANIES IN THE SAME SECTOR
EGH . INA . LIC . OCA . REG . RYM .
FNARENA'S MARKET CONSENSUS FORECASTS
SNZ: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 96.7 xxx
DPS (cps) 21.8 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 6.9 xxx
Dividend Yield 3.3% xxx
Div Pay Ratio(%) 22.5% xxx
This company reports in NZD.
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

 $ 

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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: 28/08 - ex-div 4.66c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx97.6
DPS All xxxxxxxxxxxxxxx22.1
Sales/Revenue xxxxxxxxxxxxxxx325.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,187.1
Net Operating Cash Flow xxxxxxxxxxxxxxx403.2 M
Net Profit Margin xxxxxxxxxxxxxxx71.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.43 %
Return on Invested Capital xxxxxxxxxxxxxxx5.36 %
Return on Assets xxxxxxxxxxxxxxx3.07 %
Return on Equity xxxxxxxxxxxxxxx8.43 %
Return on Total Capital xxxxxxxxxxxxxxx0.12 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx240.7 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx76 M
Long Term Debt xxxxxxxxxxxxxxx1,630 M
Total Debt xxxxxxxxxxxxxxx1,706 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx5 M
Price To Book Value xxxxxxxxxxxxxxx0.89

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx133.2 M
Capex % of Sales xxxxxxxxxxxxxxx40.91 %
Cost of Goods Sold xxxxxxxxxxxxxxx56 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx264 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx7,094 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

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

-

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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UBS

12/03/2026

1

Buy

-

-

UBS notes modest improvement in New Zealand retirement village unit pricing and sales activity, supported by improving residential market dynamics and stronger sales execution by operators.

Quarterly unit price inflation rose 0.6% across UBS Evidence Lab data, with Summerset Group up 0.7% q/q and Ryman Healthcare up 0.6%, implying y/y growth of 1.7% and 0.8% respectively.

There has also been a continued improvement in retirement village unit sales, supported by a 12% y/y increase in rolling residential sales volumes and rising housing listings, which may signal improving vendor confidence.

The broker retains a positive sector view despite recent share price weakness, which UBS attributes partly to softer housing data and concerns around potential interest rate increases.

 Buy rating unchanged, target set at NZ$15.00.

Bell Potter

xx/xx/xxxx

1

xxx

-

xx.xx%

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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

28/04/2026

3

Neutral

$10.52

58.20%

Summerset Group receives a Neutral rating and a $10.52 price target from Jarden following a comprehensive review of its Australian expansion history.

The report highlights the group's ambitious delivery targets across the Tasman, with management aiming for roughly 300 units in FY27 from a portfolio currently sitting at only 200 units and beds.

This growth trajectory represents a significant leap of faith compared to the history of the New Zealand program, Jarden comments, where a similar delivery scale was achieved on a far more established portfolio of 2,300 units.

Commentary suggests the upcoming investor day remains critical to addressing moderate sales cadence and providing visibility on cash recycling assumptions amid a NZ$2bn group net debt position.

While asset value growth from the first four Australian sites is projected to exceed NZ$550m on completion, it is suggested the near-term supply chain risks and start-up operating losses continue to warrant a cautious stance.

FORECAST
Jarden forecasts a full year FY26 dividend of 20.75 cents and EPS of minus -2.81 cents.
Jarden forecasts a full year FY27 dividend of 20.75 cents and EPS of 2.29 cents.
Access Extra Coverage Research History >

SNZ STOCK CHART

FNArena News on SNZ

Latest Aged Care & Seniors News

1
Lifestyle Communities Enjoying Strong Demand

Feb 21 2022 - Small Caps
2
Aged Care Sector: Poised

Mar 16 2021 - Australia
3
Pressure Grows On Estia Health

Dec 10 2019 - Australia
4
Aveo Group Now A Binary Proposition

Jun 26 2019 - Australia
5
Aged Care Moves Into The RC Spotlight

Sep 20 2018 - Australia
6
Regis Healthcare In Strong Shape For FY19

Sep 04 2018 - Australia
7
Gateway Pays Up For Expansion

Mar 20 2018 - Small Caps
8
Challenging FY18 For Japara Healthcare

Dec 20 2017 - Small Caps
9
Estia Health Beset By Uncertainty

Dec 13 2016 - Australia
10
More Certainty Welcomed For Aged Care

Dec 07 2016 - Australia