Magellan Financial Group (MFG) Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 4/6 |
| Past Performance | 1/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
MFG Community Fair Values
Create NarrativeSee what 61 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Magellan Financial Group Limited Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$8.77 |
| 52 Week High | AU$11.80 |
| 52 Week Low | AU$7.96 |
| Beta | 0.43 |
| 1 Month Change | -7.97% |
| 3 Month Change | -0.45% |
| 1 Year Change | 2.93% |
| 3 Year Change | 2.81% |
| 5 Year Change | -80.68% |
| Change since IPO | 735.24% |
Recent News & Updates
Recent updates
Analyst Forecasts Just Became More Bearish On Magellan Financial Group Limited (ASX:MFG)
Mar 27
MFG: Margin Pressure And Weak Performance Outside Vinva Will Restrain Returns
Analysts have trimmed their price target on Magellan Financial Group from A$10.03 to A$9.59, citing weaker expected margins from product mix, ongoing underperformance outside Vinva, and uncertainty around capital management and associate contributions. Analyst Commentary Recent research commentary on Magellan Financial Group has focused on how product mix, performance across different strategies, and capital allocation decisions might influence earnings quality and valuation from here.
MFG: Margin Pressures And Capital Management Will Shape Future Upside
Narrative Update Analysts have cut their 12 month price target for Magellan Financial Group by A$1 to A$9, citing ongoing margin pressure from business mix, weaker performance in parts of the franchise outside Vinva, and uncertainty around capital management and associate earnings. Analyst Commentary Recent commentary around Magellan Financial Group has become more cautious, with Goldman Sachs cutting its 12 month price target to A$9 and downgrading the stock to Sell.MFG: Margin Execution And Capital Management Will Shape Future Upside
Analysts have trimmed their 12 month price target for Magellan Financial Group to A$9 from A$10, citing a weaker margin outlook from product mix, ongoing underperformance outside Vinva, and risks around capital management and associate earnings. Analyst Commentary Recent Street research has taken a cautious view on Magellan Financial Group, with Goldman Sachs trimming its 12 month price target to A$9 from A$10 and moving to a Sell rating.MFG: Margin Discipline And Capital Management Will Shape Upside Potential
Analysts have trimmed their fair value estimate for Magellan Financial Group from about A$12.00 to roughly A$10.74, reflecting lower revenue growth assumptions, a slightly higher discount rate, and a reduced future P/E multiple following recent research pointing to ongoing margin pressure risks and weaker performance outside Vinva. Analyst Commentary Recent Street research on Magellan Financial Group has leaned cautious, with attention on margin risk, fund mix, and performance outside Vinva.Insufficient Growth At Magellan Financial Group Limited (ASX:MFG) Hampers Share Price
Jan 06Revenue Beat: Magellan Financial Group Limited Beat Analyst Estimates By 10%
Aug 22Vinva Partnership And Global Expansion May Improve Future Prospects, But Fee Pressures And Outflows Could Challenge Profitability
Magellan Financial Group’s consensus price target has risen, reflecting improved sentiment as analysts now expect a less severe revenue decline and a modestly higher net profit margin, raising fair value from A$8.80 to A$9.91. What's in the News Between January 1 and June 30, 2025, Magellan Financial Group repurchased 7,175,160 shares (4.01% of shares, AUD 56.16 million), completing a total buyback of 14,075,160 shares (7.77%, AUD 126.76 million) under the program announced in March 2022 (Key Developments).Investors Don't See Light At End Of Magellan Financial Group Limited's (ASX:MFG) Tunnel
Jun 30
Vinva Partnership And Global Expansion May Improve Future Prospects, But Fee Pressures And Outflows Could Challenge Profitability
New leadership and strategic execution could enhance business stability, client trust, and earnings.Magellan Financial Group Limited's (ASX:MFG) 26% Dip In Price Shows Sentiment Is Matching Earnings
Feb 23Magellan Financial Group Limited (ASX:MFG) Just Beat Earnings: Here's What Analysts Think Will Happen Next
Feb 21Lacklustre Performance Is Driving Magellan Financial Group Limited's (ASX:MFG) Low P/E
Nov 20Earnings Beat: Magellan Financial Group Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Aug 16Magellan Financial Group Limited's (ASX:MFG) Prospects Need A Boost To Lift Shares
Jul 04Magellan Financial Group Limited's (ASX:MFG) Earnings Are Not Doing Enough For Some Investors
Mar 18Magellan Financial Group's (ASX:MFG) Shareholders Will Receive A Smaller Dividend Than Last Year
Feb 17Magellan Financial Group Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Feb 16There's No Escaping Magellan Financial Group Limited's (ASX:MFG) Muted Earnings Despite A 28% Share Price Rise
Dec 18Shareholder Returns
| MFG | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | -12.6% | 2.6% | 1.1% |
| 1Y | 2.9% | 6.7% | 7.2% |
Return vs Industry: MFG underperformed the Australian Capital Markets industry which returned 6.7% over the past year.
Return vs Market: MFG underperformed the Australian Market which returned 7.2% over the past year.
Price Volatility
| MFG volatility | |
|---|---|
| MFG Average Weekly Movement | 10.9% |
| Capital Markets Industry Average Movement | 5.6% |
| Market Average Movement | 10.6% |
| 10% most volatile stocks in AU Market | 17.4% |
| 10% least volatile stocks in AU Market | 4.5% |
Stable Share Price: MFG has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: MFG's weekly volatility (11%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 111 | Sophia Rahmani | www.magellangroup.com.au |
Magellan Financial Group Limited is a publicly owned investment manager. It invests in global equities and global listed infrastructure markets across the globe. Magellan Financial Group Limited founded in 2004 and is based in Sydney, Australia.
Magellan Financial Group Limited Fundamentals Summary
| MFG fundamental statistics | |
|---|---|
| Market cap | AU$1.63b |
| Earnings (TTM) | AU$139.96m |
| Revenue (TTM) | AU$262.68m |
Is MFG overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| MFG income statement (TTM) | |
|---|---|
| Revenue | AU$262.68m |
| Cost of Revenue | AU$74.84m |
| Gross Profit | AU$187.84m |
| Other Expenses | AU$47.88m |
| Earnings | AU$139.96m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Aug 19, 2026
| Earnings per share (EPS) | 0.75 |
| Gross Margin | 71.51% |
| Net Profit Margin | 53.28% |
| Debt/Equity Ratio | 0% |
How did MFG perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/06 23:20 |
| End of Day Share Price | 2026/05/06 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Magellan Financial Group Limited is covered by 14 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Freya Kong | BofA Global Research |
| Lara Tufegdzic | BofA Global Research |
| Richard Amland | CLSA |