Soul Patts lifts NAV, cash flows and dividend on record portfolio activity

Washington H. Soul Pattinson and Co. ( (AU:SOL) ) has issued an update.

Washington H. Soul Pattinson reported a strong first half to 31 January 2026, with pre‑tax net asset value rising 14.6% to $13.8 billion and net cash flow from investments up 15.4% to $334 million, reflecting robust trading gains and broad‑based performance across asset classes. The group’s statutory NPAT surged to $2.3 billion on one‑off gains from the Brickworks merger and asset sales, while underlying regular NPAT increased 6.7% and the fully franked interim dividend was lifted 9.1%, extending a 28‑year run of dividend growth and reinforcing the company’s reputation for sustained total shareholder return outperformance.

Management highlighted record portfolio turnover of $4.3 billion, excluding the Brickworks merger, and closing cash of $472 million as evidence of its ability to actively reshape holdings and maintain liquidity for new opportunities. With a larger, more diversified portfolio, ample balance‑sheet capacity and a stated emphasis on risk management and cash generation, the company signalled it is well positioned to navigate market volatility and continue delivering long‑term value to investors.

The most recent analyst rating on (AU:SOL) stock is a Hold with a A$38.00 price target. To see the full list of analyst forecasts on Washington H. Soul Pattinson and Co. stock, see the AU:SOL Stock Forecast page.

More about Washington H. Soul Pattinson and Co.

Washington H. Soul Pattinson and Company Limited is a diversified financials investment house listed on the ASX. It manages a multi‑asset portfolio spanning listed equities, emerging companies, private businesses, property and credit, with a focus on long‑term capital growth, cash generation and risk‑managed returns for shareholders.

Average Trading Volume: 575,163

Technical Sentiment Signal: Strong Buy

Current Market Cap: A$14.36B

See more data about SOL stock on TipRanks’ Stock Analysis page.