Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Magellan Financial Group Limited (MFG.AX)
AUD9.77
+0.09 (+0.93%)
AU ASX Financial Services Asset Management
Address
Level 36, 2000
Sydney, NSW, AU
Sydney, NSW, AU
CEO
Sophia Sally Rahmani
Website
magellangroup.com.au
IPO
2004-07-01
ISIN AU000000MFG4
Also trades on
Australian Securities Exchange · MFG.AX (AUD)
Other OTC · MGLLF (USD)
Description
Magellan Financial Group Limited operates as a publicly traded investment management firm. Its core strategy involves deploying capital into global equity markets and listed infrastructure assets across the world. The company was established in 2004 and maintains its principal office in Sydney, Australia.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| 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
Loading risk profile…
Price Chart
AUD9.77
+0.09 (+0.93%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
771.8K
Beta
0.40
Float Shares
155.56M
Free Float %
84.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.12% | -1.97% | -17.16% | -0.12% | -11.15% | -15.33% | +0.96% | +5.63% | -82.35% | -65.40% | +324.62% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
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
9.77
DCF (Unlevered)
10.11
+3.5%
DCF (Levered)
9.15
-6.3%
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)
25% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | -1 |
| Sell | 2 | 0 |
| Strong Sell | 2 | 0 |
Quality scores
Altman Z-Score
16.83
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-10.1% Q4'25: -23.6% (vs Q4'23)
-
EPS growth Asset Management: +22.7%-29.6% Q4'25: +100.0% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+65.8% ★ Q4'25: +41.5% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+74.0% ★ Q4'25: +63.7% (vs Q4'23)
-
ROIC Asset Management: +6.5%+19.7% ★ Q4'25: +32.9% (vs Q4'23)
-
Share dilution Asset Management: +0.0%-1.7% ★ Q4'25: -5.6% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.02× ★ Q4'25: 0.01× (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 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 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 5 Rev. Ana. 4 EPS Ana. |
Jun 2028 5 Rev. Ana. 3 EPS Ana. |
Jun 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
35.84M
est: 32.89M (+9.0%)
|
119.29M
est: 90.44M (+31.9%)
|
148.83M
est: 144.91M (+2.7%)
|
283.68M
est: 255.47M (+11.0%)
|
333.64M
est: 327.94M (+1.7%)
|
338.58M
est: 335.29M (+1.0%)
|
450.76M
est: 431.12M (+4.6%)
|
615.58M
est: 567.69M (+8.4%)
|
686.86M
est: 688.37M (-0.2%)
|
699.07M
est: 673.45M (+3.8%)
|
669.43M
est: 650.95M (+2.8%)
|
381.15M
est: 370.05M (+3.0%)
|
348.67M
est: 329.56M (+5.8%)
|
313.54M
est: 290.68M (+7.9%)
|
227.70M
135.21M – 337.85M
-21.7% YoY
|
193.99M
55.26M – 359.22M
-14.8% YoY
|
187.94M
111.60M – 278.86M
-3.1% YoY
|
220.52M
130.94M – 327.20M
+17.3% YoY
|
| EBITDA |
19.27M
est: 22.78M (-15.4%)
|
95.11M
est: 59.39M (+60.1%)
|
110.60M
est: 100.37M (+10.2%)
|
231.26M
est: 194.44M (+18.9%)
|
256.00M
est: 300.15M (-14.7%)
|
255.87M
est: 271.22M (-5.7%)
|
272.38M
est: 326.63M (-16.6%)
|
497.31M
est: 361.09M (+37.7%)
|
520.90M
est: 589.64M (-11.7%)
|
385.49M
est: 542.33M (-28.9%)
|
443.75M
est: 594.00M (-25.3%)
|
273.99M
est: 256.31M (+6.9%)
|
270.83M
est: 228.26M (+18.6%)
|
236.18M
est: 201.33M (+17.3%)
|
157.71M
93.65M – 234.01M
-21.7% YoY
|
134.37M
38.27M – 248.81M
-14.8% YoY
|
130.17M
77.30M – 193.15M
-3.1% YoY
|
152.74M
90.69M – 226.63M
+17.3% YoY
|
| EBIT |
19.16M
est: 22.38M (-14.4%)
|
95.00M
est: 45.92M (+106.9%)
|
110.48M
est: 98.60M (+12.1%)
|
230.94M
est: 197.10M (+17.2%)
|
255.72M
est: 298.56M (-14.3%)
|
255.48M
est: 262.75M (-2.8%)
|
270.48M
est: 327.44M (-17.4%)
|
492.37M
est: 357.00M (+37.9%)
|
513.80M
est: 586.34M (-12.4%)
|
378.42M
est: 546.49M (-30.8%)
|
436.60M
est: 598.56M (-27.1%)
|
267.95M
est: 251.79M (+6.4%)
|
266.87M
est: 224.23M (+19.0%)
|
232.05M
est: 197.78M (+17.3%)
|
154.93M
91.99M – 229.87M
-21.7% YoY
|
131.99M
37.60M – 244.41M
-14.8% YoY
|
127.88M
75.93M – 189.74M
-3.1% YoY
|
150.04M
89.09M – 222.63M
+17.3% YoY
|
| Net Income |
13.66M
est: 13.12M (+4.1%)
|
66.60M
est: 37.67M (+76.8%)
|
82.94M
est: 105.69M (-21.5%)
|
174.30M
est: 146.94M (+18.6%)
|
198.36M
est: 226.53M (-12.4%)
|
196.23M
est: 203.92M (-3.8%)
|
211.79M
est: 250.54M (-15.5%)
|
376.95M
est: 281.00M (+34.1%)
|
396.21M
est: 449.27M (-11.8%)
|
265.16M
est: 418.78M (-36.7%)
|
383.01M
est: 458.68M (-16.5%)
|
182.66M
est: 182.66M (+0.0%)
|
238.76M
est: 238.76M (+0.0%)
|
165.02M
est: 165.02M (+0.0%)
|
171.00M
66.74M – 230.37M
+3.6% YoY
|
127.76M
109.97M – 145.56M
-25.3% YoY
|
120.94M
113.71M – 128.16M
-5.3% YoY
|
120.41M
56.83M – 196.14M
-0.4% YoY
|
| SGA |
14.14M
est: 7.48M (+89.0%)
|
20.49M
est: 37.67M (-45.6%)
|
29.76M
est: 33.17M (-10.3%)
|
40.00M
est: 49.10M (-18.5%)
|
52.31M
est: 52.83M (-1.0%)
|
59.54M
est: 57.28M (+3.9%)
|
78.43M
est: 78.99M (-0.7%)
|
82.79M
est: 103.26M (-19.8%)
|
98.32M
est: 100.31M (-2.0%)
|
92.45M
est: 99.80M (-7.4%)
|
112.15M
est: 109.31M (+2.6%)
|
110.04M
est: 117.95M (-6.7%)
|
89.38M
est: 125.12M (-28.6%)
|
91.76M
est: 65.64M (+39.8%)
|
51.80M
30.76M – 76.86M
-21.1% YoY
|
44.13M
12.57M – 81.72M
-14.8% YoY
|
42.75M
25.39M – 63.44M
-3.1% YoY
|
50.17M
29.79M – 74.43M
+17.3% YoY
|
| EPS |
0.09
est: 0.07 (+22.1%)
|
0.44
est: 0.29 (+54.3%)
|
0.53
est: 0.48 (+10.0%)
|
1.09
est: 0.89 (+23.1%)
|
1.23
est: 1.13 (+8.6%)
|
1.17
est: 1.15 (+2.0%)
|
1.22
est: 1.41 (-13.5%)
|
2.13
est: 2.00 (+6.3%)
|
2.18
est: 2.41 (-9.4%)
|
1.45
est: 2.34 (-37.9%)
|
2.07
est: 2.19 (-5.5%)
|
1.00
est: 0.95 (+5.4%)
|
1.32
est: 0.97 (+35.9%)
|
0.93
est: 0.86 (+7.6%)
|
0.79
0.37 – 1.29
-8.1% YoY
|
0.69
0.62 – 0.82
-13.6% YoY
|
0.69
0.64 – 0.72
-0.1% YoY
|
0.68
0.32 – 1.10
-1.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-25 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
256.83M
OE per share TTM
1.45
Owner's Yield
17.78%
Maintenance CapEx ratio
1.16%
Maint CapEx / Avg PPE
1.5%
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 109 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) EXXW.DE | 0.88% | 5.91M | 0.31% |
| 2 | iShares Asia/Pacific Dividend ETF DVYA | 0.88% | 601.6K | 0.49% |
| 3 | iShares Asia Pacific Dividend UCITS ETF IDAP.L | 0.88% | 5.58M | 0.59% |
| 4 | iShares S&P/ASX Small Ordinaries ETF ISO.AX | 0.59% | 513.2K | 0.55% |
| 5 | iShares S&P/ASX Dividend Opportunities ESG Screened ETF IHD.AX | 0.37% | 1.02M | 0.23% |
| 6 | iShares Edge MSCI Australia Multifactor ETF AUMF.AX | 0.34% | 333.5K | 0.30% |
| 7 | Global X S&P/ASX 200 High Dividend ETF ZYAU.AX | 0.29% | 193.3K | 0.24% |
| 8 | Vanguard MSCI Australian Small Companies Index ETF VSO.AX | 0.28% | 2.20M | 0.30% |
| 9 | VanEck - MSCI Australian Sustainable Equity ETF GRNV.AX | 0.24% | 393.5K | 0.35% |
| 10 | iShares International Select Dividend ETF IDV | 0.19% | 15.46M | 0.50% |
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
2.32M
Shares Outstanding
185.06M
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 |
|---|---|---|---|
| Sophia Sally Rahmani | Chief Executive Officer, MD & Director | 1M | female |
| Dean Steven McGuire | Chief Financial Officer | 656.4K | male |
| Emilie Roslinde Felser Cameron | Senior Legal Counsel | — | female |
| Emma Pringle | Head of Investor Relations & Sustainability | — | female |
| Alan Pullen | Interim Co-Head of Global Equities and Portfolio Manager | — | male |
| Mark Burgess | Head of Distribution at Asia Pacific | — | male |
| Melissa Pascoe | Head of Human Resources | — | female |
| Ryan Joyce | Deputy Portfolio Manager & Sector Head of Financials & Technology | — | male |
| Jen Driscoll | Chief Operating Officer | — | female |
| Benjamin McVicar | Portfolio Manager & Co-Head of Global Infrastructure | — | male |
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 MFG.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.
