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Pinnacle Investment Management Group Limited (PNI.AX)
AUD17.05
-0.33 (-1.90%)
AU ASX Financial Services Asset Management
Address
60 Margaret Street 2000
Sydney, NSW, AU
Sydney, NSW, AU
CEO
Ian Macoun
Website
pinnacleinvestment.com
IPO
2007-06-19
ISIN AU000000PNI7
Description
Pinnacle Investment Management Group Limited is an investment management company based in Australia. The firm delivers a range of services, encompassing third-party fund distribution and crucial infrastructure and support for its affiliated entities and other investment managers. Moreover, it serves as a corporate trustee and responsible entity for both retail and wholesale investment trusts. Established in 1895, the company was formerly known as Wilson Group Limited until it adopted its current name in August 2016. Its primary headquarters are located in Sydney, Australia, with additional offices in Brisbane, Melbourne, Australia, and London, United Kingdom.
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
AUD17.05
-0.33 (-1.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
887.4K
Beta
1.34
Float Shares
163.71M
Free Float %
69.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.01% | -0.32% | +3.91% | -2.04% | -15.66% | -10.20% | -21.03% | +72.26% | +49.08% | +1,015.94% | +351.61% |
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
17.05
DCF (Unlevered)
3.88
-77.3%
DCF (Levered)
10.99
-35.6%
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)
78% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 5 | 0 |
| Hold | 2 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
16.52
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%+59.5% ★ Q4'25: +97.8% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+34.8% ★ Q4'25: +100.0% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+167.6% Q4'25: +205.2% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+190.4% ★ Q4'25: +6.8% (vs Q4'23)
-
ROIC Asset Management: +6.5%+13.4% ★ Q4'25: +1.0% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+8.5% Q4'25: +13.2% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.75× Q4'25: 7.37× (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 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. 6 EPS Ana. |
Jun 2027 3 Rev. Ana. 6 EPS Ana. |
Jun 2028 3 Rev. Ana. 6 EPS Ana. |
Jun 2029 1 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.08M
est: 6.20M (-50.4%)
|
10.98M
est: 9.00M (+22.0%)
|
16.54M
est: 28.95M (-42.9%)
|
21.12M
est: 26.64M (-20.7%)
|
21.12M
est: 31.97M (-34.0%)
|
32.42M
est: 45.37M (-28.5%)
|
42.12M
est: 39.79M (+5.9%)
|
54.21M
est: 47.46M (+14.2%)
|
47.56M
est: 44.60M (+6.6%)
|
75.87M
est: 60.81M (+24.8%)
|
94.69M
83.71M – 108.62M
+55.7% YoY
|
183.01M
169.89M – 199.16M
+93.3% YoY
|
215.27M
196.84M – 238.26M
+17.6% YoY
|
408.07M
373.13M – 451.63M
+89.6% YoY
|
| EBITDA |
—
est: 2.19M (-100.0%)
|
-4.64M
est: 3.19M (-245.6%)
|
228.0K
est: 10.25M (-97.8%)
|
-2.55M
est: 9.43M (-127.0%)
|
-2.54M
est: 11.32M (-122.4%)
|
3.69M
est: 16.06M (-77.0%)
|
7.23M
est: 14.09M (-48.6%)
|
16.74M
est: 16.80M (-0.3%)
|
8.35M
est: 15.79M (-47.1%)
|
146.79M
est: 21.53M (+581.8%)
|
33.52M
29.63M – 38.45M
+55.7% YoY
|
64.79M
60.14M – 70.51M
+93.3% YoY
|
76.21M
69.69M – 84.35M
+17.6% YoY
|
144.46M
132.09M – 159.89M
+89.6% YoY
|
| EBIT |
-38.0K
est: 1.96M (-101.9%)
|
-4.69M
est: 2.85M (-264.8%)
|
160.0K
est: -8.42M (+101.9%)
|
-2.62M
est: 178.5K (-1,568.7%)
|
-3.31M
est: -4.60M (+28.1%)
|
1.31M
est: -3.65M (+135.9%)
|
4.91M
est: -4.04M (+221.7%)
|
15.19M
est: -4.45M (+441.5%)
|
6.91M
est: -4.88M (+241.6%)
|
144.48M
est: 18.94M (+662.8%)
|
29.97M
26.49M – 34.38M
+58.2% YoY
|
57.92M
53.77M – 63.03M
+93.3% YoY
|
68.13M
62.30M – 75.40M
+17.6% YoY
|
129.15M
118.09M – 142.93M
+89.6% YoY
|
| Net Income |
4.54M
est: 8.40M (-46.0%)
|
13.10M
est: 16.16M (-18.9%)
|
23.48M
est: 24.75M (-5.1%)
|
30.55M
est: 26.19M (+16.6%)
|
32.21M
est: 37.36M (-13.8%)
|
67.02M
est: 32.91M (+103.7%)
|
76.37M
est: 36.39M (+109.8%)
|
76.47M
est: 76.47M (+0.0%)
|
90.35M
est: 90.35M (+0.0%)
|
134.43M
est: 134.43M (+0.0%)
|
150.73M
132.27M – 150.98M
+12.1% YoY
|
184.08M
171.58M – 196.58M
+22.1% YoY
|
224.51M
217.43M – 231.58M
+22.0% YoY
|
265.18M
235.66M – 301.98M
+18.1% YoY
|
| SGA |
8.12M
est: 1.19M (+583.9%)
|
2.37M
est: 1.72M (+37.5%)
|
2.30M
est: 25.83M (-91.1%)
|
4.17M
est: 17.10M (-75.6%)
|
3.54M
est: 27.99M (-87.3%)
|
2.89M
est: 23.65M (-87.8%)
|
3.84M
est: 26.16M (-85.3%)
|
4.74M
est: 28.82M (-83.6%)
|
5.68M
est: 31.61M (-82.0%)
|
43.26M
est: 34.98M (+23.7%)
|
18.13M
16.03M – 20.80M
-48.2% YoY
|
35.04M
32.53M – 38.13M
+93.3% YoY
|
41.22M
37.69M – 45.62M
+17.6% YoY
|
78.13M
71.44M – 86.47M
+89.6% YoY
|
| EPS |
0.04
est: 0.04 (+5.1%)
|
0.08
est: 0.08 (+8.5%)
|
0.13
est: 0.14 (-6.8%)
|
0.18
est: 0.16 (+12.0%)
|
0.19
est: 0.17 (+10.8%)
|
0.38
est: 0.34 (+10.8%)
|
0.40
est: 0.39 (+1.8%)
|
0.39
est: 0.39 (+1.1%)
|
0.45
est: 0.42 (+7.8%)
|
0.63
est: 0.63 (+0.6%)
|
0.66
0.61 – 0.70
+4.7% YoY
|
0.86
0.80 – 0.91
+31.2% YoY
|
1.04
1.01 – 1.07
+21.1% YoY
|
1.23
1.09 – 1.40
+18.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-25 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-21 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-20 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-19 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-18 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-15 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-14 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
252.40M
OE per share TTM
1.07
Owner's Yield
7.40%
Maintenance CapEx ratio
2.78%
Maint CapEx / Avg PPE
9.7%
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.
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
1.22M
Shares Outstanding
234.96M
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 |
|---|---|---|---|
| Ian Macoun FAICD | Founder, MD & Executive Director | 2M | male |
| Andrew Chisholm Chambers Arts | Executive Director | 1M | male |
| Dan Longan | Chief Financial Officer | 869.2K | male |
| Kyle Macintyre | Head of Wholesale & Retail Distribution | — | male |
| Matthew Martin | Adviser | — | male |
| Paul Cameron Bryant | Head of Financial Planning | — | male |
| Richard Moulder | Head of Institutional Sales | — | male |
| Rob Shears | Investment Manager | — | male |
| Terence Kwong | Company Secretary & Chief Legal, Risk and Compliance Officer | — | male |
| Carl Daffy | Senior Investment Adviser | — | male |
| Catherine E. Groves | Associate Business Director of Corporate Finance | — | 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
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Community Opinion for PNI.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.
