STEADFAST GROUP LIMITED (SDF)
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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

$5.08

25 Jun
2026

0.130

OPEN

$5.00

2.63%

HIGH

$5.13

3,234,826

LOW

$5.00

TARGET
$5.50

-0.12 change from previous day

 8.3% 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 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 16.7 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: 113.52%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 107.06

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

0.6

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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UBS

11/06/2026

1

Buy

$6.00

18.11%

Steadfast Group has received a non-binding indicative cash offer of $6.00 per share from a consortium comprising AmWINS Group and Dragoneer Investment Group, representing a 52% premium to the undisturbed share price.

UBS notes the proposal values the company at around $7.7bn and reflects lower sector valuation multiples amid a softer insurance pricing cycle. It's believed private ownership could accelerate acquisition-led growth and deliver revenue synergies.

The proposal is subject to due diligence and regulatory approvals, with the board intending to recommend the scheme if acceptable terms are reached.

UBS retains a Buy rating and target of $6.00.

FORECAST
UBS forecasts a full year FY26 dividend of 21.00 cents and EPS of 33.00 cents.
UBS forecasts a full year FY27 dividend of 22.00 cents and EPS of 34.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

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

15/06/2026

2

Overweight

$5.90

16.14%

Jarden maintains an Overweight rating for Steadfast Group with its target price increased to $5.90 following a confirmed conditional, non-binding indicative acquisition proposal from an Amwins and Dragoneer consortium.

The proposed cash bid of $6.00 per share represents a 51.9% premium to the undisturbed close of $3.95 and establishes an exclusive eight-week due diligence window.

The analyst notes the implied take-out multiple of 20.7x FY26 earnings falls below recent historical industry schemes of 23.1x and 24.7x.

The investment thesis centers on the consortium capturing the core business at a cyclically depressed multiple despite the significant headline premium.

Commentary suggests the consortium's interest reinforces asset valuations across the insurance sector and underscores peer AUB Group ((AUB)) as an attractive consolidation target.
Access Extra Coverage Research History >

SDF STOCK CHART

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