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EQT Holdings Limited (EQT.AX)
AUD18.48
+0.27 (+1.48%)
AU ASX Financial Services Asset Management
Address
575 Bourke Street 3000
Melbourne, VIC, AU
Melbourne, VIC, AU
CEO
Michael Joseph O'Brien
Website
eqt.com.au
IPO
1988-01-31
ISIN AU000000EQT1
Description
Melbourne, Australia-headquartered EQT Holdings Limited, established in 1888, offers a broad spectrum of philanthropic, executor, and investment services across Australia, the United Kingdom, and Ireland. The company's operations are divided into three distinct segments: Trustee and Wealth Services, Superannuation Trustee Services, and Corporate Trustee Services. It provides comprehensive estate planning and management, along with a variety of trust services covering charitable, compensation, community, and personal needs, complemented by asset and wealth management and advisory solutions. EQT also acts as a trustee, custodian, and investment manager for superannuation funds. Additionally, its corporate services encompass global fiduciary duties, fund governance, and trusteeship for managed investment schemes on behalf of fund managers and sponsors, as well as specialized trustee roles for debt, securitizations, custody, and real estate arrangements for corporate entities. Legal services are also among its offerings.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
AUD18.48
+0.27 (+1.48%)
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Volume Profile
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Liquidity & share structure
Average Volume
83.7K
Beta
0.13
Float Shares
22.69M
Free Float %
84.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.22% | -1.06% | -18.90% | -27.58% | -39.46% | -33.63% | -49.87% | -39.53% | -34.01% | +12.19% | +325.54% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
18.48
DCF (Unlevered)
49.21
+166.3%
DCF (Levered)
47.72
+158.2%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | +1 |
| Buy | 2 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.89
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+5.5% Q4'25: +17.1% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+53.9% ★ Q4'25: +61.7% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+22.2% ★ Q4'25: +19.0% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+30.4% Q4'25: +31.2% (vs Q4'23)
-
ROIC Asset Management: +6.5%+11.5% ★ Q4'25: +23.8% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+0.6% Q4'25: +1.0% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.34× ★ Q4'25: 1.18× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2001 actual |
Jun 2006 actual |
Jun 2007 actual |
Jun 2008 actual |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2012 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 4 Rev. Ana. 3 EPS Ana. |
Jun 2027 4 Rev. Ana. 3 EPS Ana. |
Jun 2028 3 Rev. Ana. 2 EPS Ana. |
Jun 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
12.32M
est: 12.01M (+2.6%)
|
25.40M
est: 24.06M (+5.6%)
|
32.37M
est: 32.68M (-1.0%)
|
38.42M
est: 39.56M (-2.9%)
|
34.06M
est: 36.80M (-7.4%)
|
33.61M
est: 36.03M (-6.7%)
|
38.98M
est: 39.79M (-2.0%)
|
42.89M
est: 43.14M (-0.6%)
|
47.48M
est: 47.69M (-0.4%)
|
54.94M
est: 55.25M (-0.6%)
|
84.86M
est: 83.57M (+1.5%)
|
83.70M
est: 83.14M (+0.7%)
|
77.78M
est: 80.30M (-3.1%)
|
86.13M
est: 88.00M (-2.1%)
|
90.46M
est: 94.05M (-3.8%)
|
93.18M
est: 93.10M (+0.1%)
|
99.61M
est: 100.80M (-1.2%)
|
110.56M
est: 111.51M (-0.9%)
|
138.58M
est: 143.11M (-3.2%)
|
169.45M
est: 172.77M (-1.9%)
|
178.71M
est: 175.60M (+1.8%)
|
201.18M
195.52M – 204.30M
+14.6% YoY
|
209.18M
201.36M – 217.89M
+4.0% YoY
|
214.10M
214.02M – 214.18M
+2.4% YoY
|
209.83M
202.94M – 215.88M
-2.0% YoY
|
| EBITDA |
—
est: 3.78M (-100.0%)
|
7.52M
est: 7.43M (+1.3%)
|
12.64M
est: 9.77M (+29.4%)
|
—
est: 14.28M (-100.0%)
|
—
est: 13.73M (-100.0%)
|
—
est: 11.02M (-100.0%)
|
—
est: 12.68M (-100.0%)
|
—
est: 13.32M (-100.0%)
|
—
est: 14.72M (-100.0%)
|
14.94M
est: 14.50M (+3.0%)
|
31.13M
est: 20.51M (+51.8%)
|
30.34M
est: 24.16M (+25.6%)
|
26.07M
est: 18.08M (+44.2%)
|
33.30M
est: 23.95M (+39.0%)
|
36.11M
est: 30.32M (+19.1%)
|
34.15M
est: 30.92M (+10.4%)
|
35.58M
est: 32.34M (+10.0%)
|
41.65M
est: 34.58M (+20.5%)
|
36.28M
est: 45.07M (-19.5%)
|
39.55M
est: 38.78M (+2.0%)
|
61.76M
est: 55.11M (+12.1%)
|
63.35M
61.57M – 64.34M
+15.0% YoY
|
65.87M
63.41M – 68.62M
+4.0% YoY
|
67.42M
67.40M – 67.45M
+2.4% YoY
|
66.08M
63.91M – 67.99M
-2.0% YoY
|
| EBIT |
-401.0K
est: 3.35M (-112.0%)
|
7.21M
est: 6.58M (+9.6%)
|
11.81M
est: 9.77M (+20.9%)
|
-1.13M
est: 14.30M (-107.9%)
|
-1.89M
est: 13.73M (-113.8%)
|
-1.11M
est: 11.02M (-110.1%)
|
-1.11M
est: 12.68M (-108.8%)
|
-1.38M
est: 11.80M (-111.6%)
|
-1.37M
est: 12.93M (-110.6%)
|
-1.54M
est: 14.50M (-110.6%)
|
27.98M
est: 20.52M (+36.3%)
|
26.87M
est: 24.16M (+11.2%)
|
22.77M
est: 18.08M (+25.9%)
|
29.53M
est: 25.06M (+17.9%)
|
32.17M
est: 32.27M (-0.3%)
|
31.31M
est: 31.81M (-1.6%)
|
30.31M
est: 27.99M (+8.3%)
|
37.20M
est: 30.96M (+20.2%)
|
30.85M
est: 39.94M (-22.8%)
|
36.51M
est: 41.04M (-11.0%)
|
54.40M
est: 48.85M (+11.4%)
|
56.15M
54.57M – 57.02M
+15.0% YoY
|
58.38M
56.20M – 60.82M
+4.0% YoY
|
59.76M
59.74M – 59.78M
+2.4% YoY
|
58.57M
56.64M – 60.26M
-2.0% YoY
|
| Net Income |
1.18M
est: 6.60M (-82.2%)
|
5.16M
est: 15.33M (-66.4%)
|
8.14M
est: 25.11M (-67.6%)
|
10.57M
est: 9.85M (+7.2%)
|
8.01M
est: 9.83M (-18.5%)
|
8.05M
est: 7.84M (+2.6%)
|
8.23M
est: 8.89M (-7.4%)
|
8.39M
est: 23.55M (-64.4%)
|
8.67M
est: 26.81M (-67.7%)
|
9.71M
est: 10.04M (-3.3%)
|
16.96M
est: 14.86M (+14.1%)
|
13.29M
est: 16.96M (-21.6%)
|
15.44M
est: 12.71M (+21.5%)
|
19.70M
est: 16.99M (+15.9%)
|
22.19M
est: 21.17M (+4.8%)
|
19.21M
est: 21.92M (-12.4%)
|
21.53M
est: 30.53M (-29.5%)
|
24.23M
est: 32.71M (-25.9%)
|
18.83M
est: 32.73M (-42.5%)
|
20.71M
est: 20.71M (+0.0%)
|
33.22M
est: 38.09M (-12.8%)
|
42.55M
42.11M – 45.49M
+11.7% YoY
|
44.48M
44.46M – 47.81M
+4.5% YoY
|
48.93M
48.93M – 48.94M
+10.0% YoY
|
51.42M
49.22M – 53.35M
+5.1% YoY
|
| SGA |
2.01M
est: 7.51M (-73.3%)
|
13.34M
est: 20.45M (-34.8%)
|
16.01M
est: 20.04M (-20.1%)
|
17.43M
est: 22.03M (-20.9%)
|
17.40M
est: 19.46M (-10.6%)
|
17.89M
est: 19.15M (-6.6%)
|
21.51M
est: 24.40M (-11.8%)
|
25.09M
est: 26.33M (-4.7%)
|
26.22M
est: 29.25M (-10.3%)
|
29.77M
est: 35.75M (-16.7%)
|
44.47M
est: 55.43M (-19.8%)
|
41.77M
est: 52.86M (-21.0%)
|
2.72M
est: 53.43M (-94.9%)
|
1.62M
est: 51.49M (-96.9%)
|
47.08M
est: 51.76M (-9.0%)
|
48.47M
est: 53.13M (-8.8%)
|
63.92M
est: 62.67M (+2.0%)
|
67.58M
est: 69.39M (-2.6%)
|
100.00M
est: 89.52M (+11.7%)
|
102.37M
est: 75.15M (+36.2%)
|
98.10M
est: 109.47M (-10.4%)
|
125.84M
122.30M – 127.80M
+15.0% YoY
|
130.84M
125.95M – 136.29M
+4.0% YoY
|
133.92M
133.87M – 133.97M
+2.4% YoY
|
131.25M
126.94M – 135.04M
-2.0% YoY
|
| EPS |
0.18
est: 0.25 (-26.7%)
|
0.62
est: 0.57 (+9.2%)
|
0.93
est: 0.93 (+0.0%)
|
1.18
est: 1.19 (-0.5%)
|
0.87
est: 0.83 (+4.3%)
|
0.86
est: 0.85 (+1.1%)
|
0.86
est: 0.84 (+2.0%)
|
0.86
est: 0.87 (-1.4%)
|
0.86
est: 0.99 (-13.4%)
|
0.88
est: 0.98 (-9.9%)
|
0.87
est: 1.05 (-17.4%)
|
0.66
est: 0.98 (-32.6%)
|
0.76
est: 0.94 (-19.5%)
|
0.96
est: 0.98 (-2.2%)
|
1.08
est: 1.15 (-5.7%)
|
0.92
est: 1.06 (-13.4%)
|
1.02
est: 1.14 (-10.9%)
|
1.07
est: 1.23 (-12.7%)
|
0.74
est: 1.23 (-39.7%)
|
0.78
est: 1.47 (-46.9%)
|
1.21
est: 1.42 (-14.7%)
|
1.62
1.57 – 1.69
+14.3% YoY
|
1.71
1.66 – 1.78
+5.5% YoY
|
1.82
1.82 – 1.82
+6.5% YoY
|
1.91
1.83 – 1.99
+5.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-25 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
89.02M
OE per share TTM
3.32
Owner's Yield
21.00%
Maintenance CapEx ratio
4.62%
Maint CapEx / Avg PPE
8.7%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 32 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares S&P/ASX Small Ordinaries ETF ISO.AX | 0.17% | 148.4K | 0.55% |
| 2 | WisdomTree International SmallCap Dividend Fund DLS | 0.06% | 623.0K | 0.58% |
| 3 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.05% | 228.3K | 0.48% |
| 4 | BetaShares - FTSE RAFI Australia 200 ETF QOZ.AX | 0.02% | 173.3K | 0.40% |
| 5 | Vanguard Australian Shares Index ETF VAS.AX | 0.02% | 2.71M | 0.07% |
| 6 | Schwab International Small-Cap Equity ETF SCHC | 0.01% | 728.9K | 0.06% |
| 7 | Dimensional - International Small Cap Value ETF DISV | 0.01% | 601.5K | 0.42% |
| 8 | Avantis International Small Cap Equity ETF AVDS | 0.01% | 29.7K | 0.30% |
| 9 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.01% | 1.18M | 0.06% |
| 10 | Dimensional - International Small Cap ETF DFIS | 0.01% | 336.6K | 0.39% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
123.4K
Shares Outstanding
26.79M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Michael Joseph O'Brien FIAA GAICD | MD & Director | 1M | male |
| Andrew Godfrey | Executive General Manager of Corporate & Superannuation Trustee Services | 737.0K | male |
| Johanna Platt | Chief Financial Officer | 699.7K | female |
| Kerryn O'Brien | Chief Risk Officer | 451.7K | — |
| Samantha Einhart | Company Secretary | — | female |
| Georgie Taylor | Executive General Manager of People | — | female |
| Phing Lee | Chief Technology Officer of Technology & Projects | — | male |
| Alicia Kokocinski | General Manager of Marketing & Communications | — | female |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for EQT.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
