| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 512.72M | 9.90M | 329.32M | 58.91M | 92.85M | 113.03M |
| Gross Profit | 8.00M | 8.00M | 329.32M | 49.23M | 84.18M | 106.69M |
| EBITDA | 380.23M | 457.18M | 282.13M | 199.96M | -210.40M | 242.50M |
| Net Income | 38.25M | 38.25M | 5.84M | 4.50M | 1.90M | 2.53M |
Balance Sheet | ||||||
| Total Assets | 5.51B | 5.51B | 3.65B | 2.74B | 2.25B | 1.91B |
| Cash, Cash Equivalents and Short-Term Investments | 4.66B | 180.21M | 259.83M | 2.65B | 2.09B | 1.82B |
| Total Debt | 7.03M | 7.03M | 3.46M | 3.81M | 4.24M | 4.79M |
| Total Liabilities | 4.81B | 4.81B | 3.44B | 2.69B | 2.19B | 1.86B |
| Stockholders Equity | 700.35M | 700.35M | 211.38M | 59.05M | 57.35M | 51.45M |
Cash Flow | ||||||
| Free Cash Flow | 19.95M | 8.01M | 19.88M | 10.79M | 3.13M | 23.43M |
| Operating Cash Flow | 20.24M | 12.15M | 20.03M | 11.21M | 5.01M | 24.42M |
| Investing Cash Flow | -374.97M | -365.26M | 4.38M | -2.75M | -6.85M | -21.57M |
| Financing Cash Flow | 273.49M | 273.49M | 145.55M | -4.25M | -3.86M | 30.19M |
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | AU$1.65B | 10.70 | 16.50% | 6.04% | -13.22% | -29.69% | |
65 Neutral | AU$1.75B | 21.26 | 5.59% | 6.26% | 38.64% | -21.14% | |
55 Neutral | $13.29B | 17.42 | 10.03% | 0.93% | 7.13% | -12.93% | |
52 Neutral | AU$2.38B | 50.90 | 9.40% | 0.34% | 101.09% | 457.04% | |
51 Neutral | AU$3.04B | 188.38 | 0.72% | ― | -15.63% | ― | |
50 Neutral | AU$2.16B | -36.73 | -3.34% | 6.11% | 2.87% | 87.93% | |
45 Neutral | AU$2.02B | 48.68 | 8.97% | 1.85% | 35.30% | 44.24% |
Generation Development Group Limited has announced the quotation of 29,414 ordinary fully paid securities on the Australian Securities Exchange (ASX). These securities are issued under an employee incentive scheme and are not subject to transfer restrictions. This move is part of the company’s strategy to enhance its market presence and provide more liquidity for its stakeholders.
Generation Development Group Limited has issued $1,000 worth of new fully paid ordinary shares to 191 eligible employees as part of its Employee Tax Exempt Share Plan. This initiative recognizes the employees’ contributions and aims to enhance employee engagement and retention, with the shares being restricted from trading until certain conditions are met.
Generation Development Group Limited has announced the issuance of 196,845 performance rights as part of an employee incentive scheme. This move is intended to enhance employee engagement and align their interests with the company’s long-term goals, potentially impacting the company’s operational efficiency and market positioning positively.
Generation Development Group Limited has granted 196,845 Rights to eligible participants under its GDG Rights Plan. This initiative is designed to align employee incentives with company performance, with vesting conditions tied to the growth of various business segments over a three-year period. The plan is part of the company’s strategy to attract and retain key employees, potentially impacting its operational efficiency and market competitiveness. The Rights are not tradable and have specific vesting conditions, including performance targets for different business units, which may influence stakeholder expectations and company performance.
Generation Development Group Limited announced a change in the director’s interest, with Christine Christian acquiring an additional 42,030 fully paid ordinary shares, bringing her total to 647,425 shares. This change, approved at the 2025 Annual General Meeting, reflects the issuance of rollover contingent shares under the Lonsec Share and Option Sale Agreement, potentially impacting the company’s shareholder structure and signaling confidence in its future prospects.
Generation Development Group Limited announced a change in the director’s interest, specifically involving Robert Neil Coombe. The change includes the acquisition of 19,152 fully paid ordinary shares and 2,000,000 indeterminate performance rights following shareholder approval at the 2025 Annual General Meeting. This development reflects the company’s ongoing strategic initiatives to align director interests with shareholder value, potentially impacting its market positioning and stakeholder confidence.
Generation Development Group Limited announced a change in the director’s interest, with Peter Anthony Smith acquiring 41,099 indeterminate performance rights under the GDG Rights Plan. This change follows shareholder approval at the 2025 Annual General Meeting and reflects the company’s ongoing commitment to aligning the interests of its leadership with those of its stakeholders, potentially impacting the company’s strategic direction and market confidence.
Generation Development Group Limited announced the issuance of 2,041,099 performance rights under an employee incentive scheme, which are not intended to be quoted on the ASX. This move is part of the company’s strategy to motivate and retain key employees, potentially impacting its operational efficiency and competitive positioning in the financial services industry.
Generation Development Group Limited has announced the grant of 2,041,099 rights to eligible participants under its Rights Plan, which aims to align employee remuneration with company performance. The rights, which do not carry voting or dividend rights, are contingent on meeting specific performance targets over a three-year period, with different vesting conditions for different tranches. This initiative is part of GDG’s strategy to enhance employee retention and motivation, potentially impacting its operational efficiency and market position.
Generation Development Group Limited (GDG) has issued 61,182 fully paid ordinary shares to certain vendors as part of a Share and Option Sale Agreement related to securities in Lonsec Holdings Pty Ltd. This issuance was conducted without disclosure under Part 6D.2 of the Corporations Act, and GDG confirms compliance with relevant provisions of the Act, ensuring no excluded information is present.
Generation Development Group Limited has announced the quotation of 61,182 ordinary fully paid securities on the ASX, with the issue date set for November 20, 2025. This move follows previous announcements related to Rollover Contingent Shares and reflects the company’s ongoing efforts to manage its securities and enhance its market presence.
Generation Development Group Limited has issued 61,182 fully paid ordinary shares to entities associated with directors Rob Coombe and Christine Christan, following shareholder approval at the Annual General Meeting. This issuance is part of the company’s strategic actions related to its acquisition of Lonsec Holdings Pty Ltd, reflecting its ongoing efforts to integrate and leverage acquired assets for enhanced operational and market positioning.
Generation Development Group Limited announced the cessation of William Eric Bessemer as a director effective November 20, 2025. This change in the board of directors may impact the company’s strategic direction and stakeholder relationships, as Bessemer held significant interests in the company’s securities through various trusts and entities.
Generation Development Group Limited has announced the adoption of a new Constitution, as approved by its shareholders during the 2025 Annual General Meeting. This change is part of the company’s ongoing efforts to enhance its corporate governance framework, potentially impacting its operational efficiency and stakeholder engagement.
Generation Development Group Limited announced the results of its Annual General Meeting, where all proposed resolutions were passed. Key resolutions included the election of new directors, an increase in the remuneration pool for non-executive directors, and the granting of performance rights to key executives. These decisions are expected to strengthen the company’s leadership and incentivize its executive team, potentially enhancing its market position and operational effectiveness.
Generation Development Group Limited has announced its Annual General Meeting scheduled for November 20, 2025. This meeting is an important event for stakeholders to discuss the company’s future strategies and performance. The announcement provides details on how to register and join the meeting, emphasizing the company’s commitment to transparency and stakeholder engagement.
Generation Development Group Limited reported a transformative financial year in 2025, with a significant increase in profit and funds under management, driven by strategic acquisitions and strong market performance. The company achieved record inflows and expanded its market-leading managed account platform, bolstered by a strategic alliance with BlackRock. The company is well-positioned to capitalize on regulatory changes and market growth, with its inclusion in the ASX 300 and ASX 200 reflecting investor confidence.
Generation Development Group Limited has announced that State Street Corporation and its subsidiaries have ceased to be substantial holders in the company as of November 17, 2025. This change in substantial holding could potentially impact the company’s voting dynamics and influence within the market, as State Street’s exit might alter the shareholder landscape and affect future strategic decisions.
Generation Development Group recently held an Investor Day, highlighting its consolidated financials and strategic outlook. The event underscored the company’s commitment to enhancing its market position through effective capital allocation and leadership initiatives, which are expected to bolster its operations and stakeholder value.
Generation Development Group Limited has updated its Share Trading Policy to align with best practices and ensure compliance with the Corporations Act 2001. This update aims to protect the company and its employees from the misuse of unpublished price-sensitive information, reinforcing the company’s commitment to transparency and legal compliance.
Generation Development Group Limited has announced the vesting of 499,999 performance rights, resulting in the issuance of an equivalent number of fully paid ordinary shares. This development signifies a positive step in the company’s operational strategy, potentially enhancing shareholder value and reflecting its commitment to rewarding eligible participants.
Generation Development Group Limited announced a change in the director’s interest, with Robert Neil Coombe disposing of 300,000 fully paid ordinary shares valued at $2,219,835 through an on-market trade. This transaction reflects an adjustment in the director’s shareholding, which may influence stakeholder perceptions of the company’s stock performance and governance.
Generation Development Group reported a strong start to FY26, with significant growth across its subsidiaries. Evidentia Managed Accounts saw a 46% increase in funds under management, driven by new client mandates and a strategic alliance with Vanguard. Generation Life achieved record sales inflows, benefiting from demand for tax-effective wealth solutions and progressing strategic initiatives with BlackRock. Lonsec Research & Ratings experienced robust demand for its research and ratings services, with growth in product research and platform adoption. These results underscore GDG’s diversified earnings base and commitment to innovation and capital discipline, positioning it for sustainable long-term growth.
Generation Development Group Limited has announced its 2025 Annual General Meeting (AGM), scheduled for November 20, 2025. The meeting will be a hybrid event, allowing shareholders to participate either in person or virtually. Key agenda items include the consideration of the company’s financial reports, the election of directors, an increase in the remuneration pool for non-executive directors, and the granting of performance rights to key executives. These decisions are pivotal for the company’s governance and strategic direction, potentially impacting shareholder value and the company’s competitive positioning.
Generation Development Group Limited announced a change in the director’s interest, as William Eric Bessemer, a director, secretary, and shareholder of Onever Pty Ltd, disposed of 50,000 fully paid ordinary shares valued at $372,861.06. This transaction, conducted through on-market trades, resulted in Mr. Bessemer holding 11,307,699 shares after the change. The adjustment in shareholding reflects a strategic decision by the director, potentially impacting the company’s stock dynamics and signaling confidence in the company’s future performance.
Generation Development Group Limited has announced the grant of 1,587,282 rights to eligible participants under its GDG Rights Plan. This initiative is designed to align employee remuneration with company performance, serving as both an incentive and retention strategy. The rights are subject to various vesting conditions tied to performance metrics such as total shareholder return and earnings growth over a three-year period. This move is expected to strengthen the company’s operational focus and potentially enhance its market position by motivating key personnel to achieve strategic targets.
Generation Development Group Limited announced a change in the director’s interest, with Robert Neil Coombe disposing of 280,000 fully paid ordinary shares valued at $2,003,123. This transaction reflects an adjustment in the director’s indirect interest, specifically through HSBC Custody Nominees (Australia) Ltd as custodian for Orlica Pty Ltd ATF Coombe Superannuation Fund, potentially impacting the company’s shareholder structure and market perception.
Generation Development Group Limited has announced that Vanguard Group, including its controlled entities, has ceased to be a substantial holder in the company as of October 6, 2025. This change in Vanguard Group’s holding reduces its voting power to 4.978%, potentially impacting the company’s shareholder dynamics and market perception.
Generation Development Group Limited announced a change in the director’s interest, with William Eric Bessemer disposing of 120,000 fully paid ordinary shares through on-market trades. This transaction reflects a slight adjustment in the director’s holdings, potentially impacting investor perceptions and market dynamics regarding the company’s stock.
Generation Development Group Limited has announced a change in the director’s interest, specifically involving Christine Christian. The company’s board has approved the grant of 42,030 fully paid ordinary shares to an associated entity of Ms. Christian, pending shareholder approval at the 2025 AGM. This move reflects the company’s ongoing commitment to aligning director interests with shareholder value, potentially impacting its governance and stakeholder relations positively.
Generation Development Group Limited announced a change in the director’s interest, specifically involving Robert Neil Coombe. The company has approved the grant of 19,152 fully paid ordinary shares to an associated entity of Mr. Coombe, contingent upon shareholder approval at the 2025 AGM. This move reflects the company’s ongoing efforts to align its leadership interests with shareholder value, potentially impacting its governance and stakeholder relations.
Generation Development Group Limited has issued 1,938,818 fully paid ordinary shares to certain vendors as part of a Share and Option Sale Agreement related to Lonsec Holdings Pty Ltd. This move, executed without disclosure under the Corporations Act, indicates GDG’s strategic efforts to enhance its market positioning and expand its investment portfolio.
Generation Development Group Limited has announced the issuance of 1,938,818 ordinary fully paid securities, which are set to be quoted on the Australian Securities Exchange (ASX) as of October 7, 2025. This move involves the issuance of Rollover Contingent Shares, potentially impacting the company’s market positioning and offering new opportunities for stakeholders.
Generation Development Group Limited has issued 1,938,818 fully paid ordinary shares to former shareholders of Lonsec Holdings Pty Ltd as part of a previously announced acquisition agreement. The issuance follows the achievement of a specified EBITDA performance target by Lonsec, triggering the distribution of 2,000,000 additional shares to vendors, with a portion subject to shareholder approval at the upcoming annual general meeting.
Generation Development Group Limited has announced the issuance of 36,011 fully paid ordinary securities, which will be quoted on the Australian Securities Exchange (ASX). This move is part of a dividend or distribution plan, potentially enhancing the company’s market presence and providing additional value to its stakeholders.
Generation Development Group Limited has announced the appointment of Shenaz Waples as a new director, effective from October 1, 2025. The initial director’s interest notice reveals that Waples currently holds no relevant interests in securities or contracts related to the company. This appointment is a strategic move for Generation Development Group Limited, potentially impacting its governance and future strategic direction.
Generation Development Group Limited has announced the quotation of 315,126 new ordinary fully paid securities on the Australian Securities Exchange (ASX) as of September 23, 2025. This move, part of an employee incentive scheme, reflects the company’s ongoing efforts to enhance its market presence and incentivize its workforce, potentially impacting its operational dynamics and shareholder value.
Generation Development Group Limited has issued 315,126 fully paid ordinary shares to two eligible employees under its Loan Share Plan (LSP). This initiative is designed to incentivize employees by tying share vesting to performance metrics such as share price growth and relative total shareholder return (rTSR). The plan includes a performance period from July 2025 to June 2030, with a loan repayment date set for December 2030. The LSP aims to align employee interests with shareholder value creation, potentially impacting the company’s market positioning by fostering a performance-driven culture.
Generation Development Group Limited announced an update to its previous dividend distribution announcement, specifying a change in the Dividend Reinvestment Plan (DRP) price. The dividend is fully franked and relates to the six-month period ending June 30, 2025. This update reflects the company’s commitment to providing value to its shareholders through dividends and reinvestment opportunities, potentially enhancing shareholder returns and reinforcing its market position.
Generation Development Group Limited has announced the pricing of its ordinary shares under the Dividend Reinvestment Plan (DRP) at $6.70 for the FY25 final dividend. This allocation price is determined based on the average market price of shares over a specified period, with no discount applied. The allotment of 36,011 shares to participating shareholders is scheduled for October 7, 2025. This move reflects the company’s commitment to enhancing shareholder value and maintaining a stable market position.
Generation Development Group Limited has announced a change in the director’s interest notice involving Peter Anthony Smith. The company has approved the grant of $100,000 worth of indeterminate performance rights to Mr. Smith, contingent upon shareholder approval at the 2025 AGM. This move reflects the company’s commitment to aligning director incentives with shareholder interests, potentially impacting the company’s governance and stakeholder relations.