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
$5.618 10.6% 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 34.0 xxx
DPS (cps) xxx 621.0 22.9 xxx
EPS Growth xxx - 20.0% 40.0% xxx
DPS Growth xxx 100.0% - 96.3% xxx
PE Ratio xxx N/A 16.8 xxx
Dividend Yield xxx N/A 4.0% xxx
Div Pay Ratio(%) xxx 2556.4% 67.4% xxx

Dividend yield today if purchased 3 years ago: 110.69%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 108.56

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

5
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

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

11/06/2026

3

Downgrade to Hold from Buy

$6.00

18.11%

Steadfast Group has received a takeover bid from a consortium led by American insurers distributor Amwins. The bid, at $6 a share, is around a 50% premium to recent trading levels and the board intends to recommend accepting the offer subject to no superior bid emerging.

The transaction, to be implemented by a scheme of arrangement, provides eight weeks of due diligence with a potential extension to August 20. This follows previous bids from the consortium that were rejected.

The broker points out, without the current bid, the chances of realising value for the company at $6 a share in the near future appear remote. Rating is reduced to Hold from Buy and the target raised to $6.00 from $5.55.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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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

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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