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Navigator Global Investments Ltd
(Sydney:NGI)
Navigator Global Investments Ltd (NGI) vs. iShares MSCI Australia ETF (EWA)
Navigator Global Investments Ltd Business Overview & Revenue Model
Navigator Global Investments Ltd Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 299.25M | 457.00K | 276.28M | 184.90M | 84.15M | 121.85M |
| Gross Profit | 135.84M | -5.34M | 177.28M | 225.73M | 129.37M | 100.16M |
| EBITDA | 122.08M | 147.97M | 116.40M | 86.61M | 101.34M | 36.62M |
| Net Income | 147.06M | 119.36M | 66.31M | 35.51M | 53.37M | 26.93M |
Balance Sheet | ||||||
| Total Assets | 887.12M | 938.89M | 787.85M | 1.15B | 979.25M | 486.79M |
| Cash, Cash Equivalents and Short-Term Investments | 50.81M | 55.48M | 61.62M | 101.88M | 136.76M | 52.10M |
| Total Debt | 39.69M | 28.24M | 24.34M | 57.02M | 38.02M | 23.61M |
| Total Liabilities | 153.79M | 145.27M | 124.64M | 512.86M | 377.90M | 116.17M |
| Stockholders Equity | 733.33M | 793.62M | 663.21M | 633.27M | 601.35M | 370.62M |
Cash Flow | ||||||
| Free Cash Flow | 77.42M | 96.63M | 51.28M | 44.56M | 119.86M | 34.25M |
| Operating Cash Flow | 82.40M | 100.25M | 57.99M | 56.47M | 123.74M | 35.79M |
| Investing Cash Flow | -54.85M | -92.92M | -34.88M | -92.79M | -64.88M | 12.52M |
| Financing Cash Flow | -40.28M | -14.37M | -28.13M | -2.82M | 2.63M | -22.92M |
Navigator Global Investments Ltd Technical Analysis
Navigator Global Investments Ltd Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | $1.42B | 8.62 | 16.39% | 1.62% | 29.98% | 39.74% | |
69 Neutral | AU$670.58M | 20.75 | 8.50% | 4.59% | 4.26% | 79.41% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | €742.90M | 36.23 | 58.10% | 2.14% | 18.80% | 74.51% | |
65 Neutral | AU$1.02B | 23.51 | 5.73% | 6.13% | 21.81% | -43.93% | |
57 Neutral | AU$430.58M | 31.80 | 12.27% | 2.65% | 24.56% | 59.32% |
Navigator Global Investments Ltd Corporate Events
Norges Bank has ceased to be a substantial holder in Navigator Global Investments Ltd as of November 3, 2025. This change in holdings, which involved significant buying and selling of shares, may impact the company’s shareholder structure and could influence its market positioning and stakeholder interests.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$3.40 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd reported a 3% increase in total firm-level assets under management (AUM) to USD87 billion for the quarter ending September 2025, with a 13.7% rise over the past year. The company saw a 4.5% rise in ownership-adjusted AUM to USD29 billion, driven by strong performance from its Partner Firms amid geopolitical and market volatility. Lighthouse Partners, a key component of NGI, achieved a 6.9% increase in AUM to USD17 billion, bolstered by inflows into high-fee hedge fund strategies and robust investment performance. NGI Strategic Partner Firms also experienced growth, with private markets AUM increasing by 7.7%, supported by ongoing fundraising and demand from global private wealth management channels.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited has announced a revision to its Securities Trading Policy, which aims to prevent insider trading, avoid market misconduct, and manage potential conflicts of interest. The updated policy outlines designated trading windows and establishes trading restrictions to ensure compliance with legal obligations, reinforcing the expectation that all individuals act in the best interests of shareholders when dealing in company securities.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited has announced that its 2025 Annual General Meeting will be held as a hybrid meeting on November 14, 2025, allowing shareholders to attend either in person or virtually. This approach reflects the company’s commitment to accessibility and engagement with its stakeholders, potentially enhancing participation and transparency in its corporate governance processes.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited announced a change in the director’s interest, with Director Lindsay Megan Wright acquiring 100,000 ordinary fully paid securities through an on-market trade. This acquisition, valued at AUD 209,107.46, reflects an increase in the director’s stake in the company, potentially signaling confidence in the company’s future prospects.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd announced an update regarding the conversion of its dividend to Australian dollars. This change impacts the financial reporting period ending on June 30, 2025, and reflects the company’s ongoing adjustments to its financial operations, potentially affecting stakeholders’ financial planning and expectations.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited has announced that its 2025 Annual General Meeting (AGM) will be held as a hybrid event, allowing shareholders to attend either in person or online. The meeting is scheduled for November 14, 2025, at MUFG Pension & Market Services in Sydney, with detailed participation instructions to be released in October. This hybrid format aims to enhance shareholder engagement and accessibility, reflecting the company’s commitment to accommodating diverse shareholder needs.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.50 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited announced a change in the director’s interest, as Nicola Meaden Grenham acquired an additional 14,000 ordinary fully paid shares through an on-market trade, increasing her total holdings to 89,768 shares. This acquisition reflects a strategic move by the director, potentially indicating confidence in the company’s future performance and stability, which could have implications for stakeholders and market perception.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.75 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd has confirmed the appointment of Roger Davis as an Independent Non-Executive Director, effective from August 26, 2025. Mr. Davis is set to become the Chair following the retirement of the current Chair, Michael Shepherd, at the Annual General Meeting on November 14, 2025. This leadership transition is expected to impact the company’s strategic direction and governance.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.75 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd, a company listed on the Australian Securities Exchange, specializes in alternative asset management by partnering with leading asset managers globally. In its 2025 annual report, Navigator Global Investments Ltd reported a significant improvement in financial performance, with a 26% increase in Adjusted EBITDA to USD 113.6 million and an 80% rise in net profit after tax to USD 119.4 million. The company’s assets under management (AUM) also grew, with ownership-adjusted AUM reaching USD 27.7 billion, a 6% increase from the previous year. Key drivers of this growth included strong investment performance and higher distributions from partner firms, including a notable investment in 1315 Capital Partners. The company also announced changes in its board, with Roger Davis set to become the new Chairman following the retirement of Michael Shepherd. Looking ahead, Navigator Global Investments Ltd remains focused on expanding its portfolio of partner firms and maximizing shareholder value through strategic growth initiatives in the alternative asset management sector.
Navigator Global Investments Ltd has released its Corporate Governance Statement, emphasizing its commitment to governance with purpose and growth with vision. The statement outlines the company’s governance framework, board composition, and succession planning, highlighting its focus on lawful, ethical, and responsible operations. The announcement underscores the company’s dedication to transparency, diversity, and risk management, aiming to enhance stakeholder trust and bolster its industry position.
The most recent analyst rating on (AU:NGI) stock is a Hold with a A$2.00 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd announced record financial results for FY25, with a 26% increase in Adjusted EBITDA to USD114 million, surpassing previous guidance. The company’s net profit after tax rose by 80% to USD119 million, and assets under management grew significantly. The strong performance was driven by increased management and performance fees, disciplined cost control, and strategic investments in partner firms. The announcement also included leadership changes, with Roger Davis set to become Chair-elect. The company remains optimistic about its future performance, citing favorable market conditions for alternative asset managers.
The most recent analyst rating on (AU:NGI) stock is a Hold with a A$2.00 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd has announced a dividend distribution of USD 0.03 per share for its security NGI – FPO-U.S. INVESTOR PROHIBITED EXCEPT QPS. The dividend relates to the financial period ending June 30, 2025, with an ex-date of September 11, 2025, a record date of September 12, 2025, and a payment date on September 26, 2025. This announcement reflects the company’s commitment to returning value to its shareholders and may impact its market positioning by enhancing investor confidence.
The most recent analyst rating on (AU:NGI) stock is a Hold with a A$2.00 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd reported a significant increase in its financial performance for the year ended 30 June 2025, with revenue from ordinary activities up by 32% and net profit attributable to members rising by 80%. Key factors driving this growth include a positive change in the carrying value of investments, strong performance fee revenue from its US subsidiary, and higher distribution income from strategic portfolio and private market partners. The company also announced an unfranked interim dividend of US 3 cents per share, with a review of its dividend policy underway to align with its growth phase.
The most recent analyst rating on (AU:NGI) stock is a Hold with a A$2.00 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Limited has announced a webcast for its 2025 Annual Results, scheduled for 25 August 2025. The webcast will provide insights into the company’s financial performance and strategic direction, potentially impacting its market positioning and offering stakeholders an opportunity to engage directly with the company’s management.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.02 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.
Navigator Global Investments Ltd has announced significant changes to its board composition and CEO remuneration structure. Michael Shepherd, the long-serving Chair, will retire in November 2025, with Roger Davis set to succeed him. Additionally, Sean McGould will step down as a director but continue as CEO and CIO of Lighthouse. Ross Zachary will be appointed as an Executive Director. The CEO’s remuneration package has been revised to align with industry standards, increasing the short-term incentive potential and incorporating deferred equity to align with shareholder outcomes.
The most recent analyst rating on (AU:NGI) stock is a Buy with a A$2.02 price target. To see the full list of analyst forecasts on Navigator Global Investments Ltd stock, see the AU:NGI Stock Forecast page.