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Sequoia Financial Group Ltd.
(Sydney:SEQ)
Sequoia Financial Group Ltd. (SEQ) vs. iShares MSCI Australia ETF (EWA)
Sequoia Financial Group Ltd. Business Overview & Revenue Model
Sequoia Financial Group Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 119.00M | 119.00M | 124.55M | 98.50M | 110.37M | 116.46M |
| Gross Profit | 119.00M | 119.00M | 26.21M | 98.54M | 29.19M | 31.01M |
| EBITDA | 9.89M | 9.89M | 2.43M | 4.61M | 9.78M | 11.20M |
| Net Income | 3.23M | 3.23M | 23.99M | -2.63M | 5.71M | 5.55M |
Balance Sheet | ||||||
| Total Assets | 73.04M | 73.04M | 79.39M | 135.74M | 135.85M | 142.41M |
| Cash, Cash Equivalents and Short-Term Investments | 4.35M | 4.35M | 21.97M | 10.89M | 38.20M | 34.64M |
| Total Debt | 4.59M | 4.59M | 704.64K | 4.18M | 2.93M | 3.30M |
| Total Liabilities | 24.55M | 24.55M | 22.71M | 92.69M | 87.48M | 101.29M |
| Stockholders Equity | 48.49M | 48.49M | 56.68M | 43.04M | 48.38M | 41.12M |
Cash Flow | ||||||
| Free Cash Flow | 4.05M | 4.05M | -5.29M | -6.02M | 9.17M | 14.03M |
| Operating Cash Flow | 6.15M | 6.15M | -4.82M | -5.59M | 9.54M | 16.73M |
| Investing Cash Flow | -9.31M | -9.31M | 5.16M | 3.35M | -5.94M | -3.41M |
| Financing Cash Flow | -11.42M | -11.42M | -13.69M | -2.08M | -1.64M | -1.63M |
Sequoia Financial Group Ltd. Technical Analysis
Sequoia Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | AU$54.75M | 11.76 | 15.13% | 4.67% | 16.64% | 19.30% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | AU$35.23M | 11.00 | 6.14% | 14.29% | -0.40% | ― | |
64 Neutral | AU$78.95M | 15.25 | 15.40% | 7.69% | 13.65% | -33.93% | |
55 Neutral | AU$60.22M | 12.83 | 8.35% | 7.06% | 21.16% | 47.24% | |
51 Neutral | AU$32.26M | 57.35 | 2.42% | 1.76% | 18.17% | ― | |
49 Neutral | AU$341.69M | 45.97 | 4.50% | ― | 0.63% | ― |
Sequoia Financial Group Ltd. Corporate Events
Sequoia Financial Group Ltd has announced its 2025 Annual General Meeting (AGM) scheduled for November 20, 2025, at the Evergreen Room in Melbourne. The meeting will be available as a one-way live video stream for shareholders unable to attend in person, although voting and Q&A participation will not be possible through the stream. Shareholders are encouraged to register in advance and submit proxy votes prior to the meeting date.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has announced a new on-market buy-back of its ordinary fully paid shares, as indicated by the ASX security code SEQ. This move could potentially impact the company’s stock valuation and market perception by reducing the number of shares available in the market, thereby possibly increasing the value of remaining shares.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has announced the reinstatement of its on-market share buy-back program, allowing the company to repurchase up to 10% of its issued ordinary shares over the next 12 months. This move, funded from existing cash reserves, aims to enhance shareholder value through proactive capital management, although the actual number of shares purchased will depend on market conditions and other factors.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has announced a change in the director’s interest, specifically involving Garry Peter Crole. The change includes the acquisition of 78,731 fully paid ordinary shares through an on-market trade, increasing the indirect holdings of Mr. Crole’s superannuation fund and his spouse’s super fund. This adjustment in shareholding reflects a strategic move by the director, potentially indicating confidence in the company’s future performance.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd has announced a new dividend distribution for its ordinary fully paid shares, with a distribution amount of AUD 0.02 per share. The dividend relates to the financial period ending on June 30, 2025, and is scheduled for payment on September 23, 2025. This announcement reflects the company’s ongoing commitment to returning value to its shareholders and may positively impact its market positioning by reinforcing investor confidence.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd. has released its annual results for the period ending June 30, 2025. The announcement, presented by CEO Garry Crole, emphasizes the company’s commitment to transparency and accuracy in its financial reporting. The release, however, does not provide specific recommendations or opinions on investments, and stakeholders are advised to consult their own advisors. The document highlights the company’s careful preparation and the limitations of the information provided, underscoring the importance of considering the full financial context when making investment decisions.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd. reported a 13.7% increase in operating profit for FY25, reaching $9.9 million, despite maintaining revenue levels similar to FY24. The company experienced significant growth in funds under advice, increasing from $12.5 billion to $18 billion, and declared a fully franked final dividend of 2 cents per share. The company simplified its operational structure, reducing from four divisions to two, and implemented technological improvements to enhance efficiency and margins. Sequoia also continued its investment in compliance systems and personnel, contributing to improved oversight and license integrity. The company maintained a strong balance sheet with net cash of $4.4 million and ASX-listed investments totaling over $16 million, while continuing its share buy-back program.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Limited reported a significant decline in profit for the year ending 30 June 2025, with profits down 86.6% to $3.2 million. Revenues from ordinary activities saw a slight decrease of 0.4%. The company declared a final dividend of 2.00 cents per share, fully franked, to be paid on 23 September 2025. The loss of control over several entities, including Sequoia Insurance Brokers Pty Ltd and others, contributed to the financial results. The net tangible assets per ordinary security increased slightly to 26.58 cents, reflecting changes in the company’s asset management.
The most recent analyst rating on (AU:SEQ) stock is a Hold with a A$0.50 price target. To see the full list of analyst forecasts on Sequoia Financial Group Ltd. stock, see the AU:SEQ Stock Forecast page.
Sequoia Financial Group Ltd. announced that it will release its full year financial results for FY25 on 28 August 2025. The company will also host a webinar on the same day, led by Managing Director/CEO Garry Crole, to discuss the results and engage with investors and shareholders through a Q&A session.
Sequoia Financial Group Ltd reported strong financial performance for FY25, with significant revenue growth to $124.0 million and an increase in EBITDA to $9.9 million. The company also announced governance enhancements, including the establishment of an AFSL Governance Committee to oversee its subsidiaries. However, the company faces challenges with ongoing ASIC investigations and complaints related to investments in the Shield Master Fund and First Guardian Master Fund, which could impact its financial exposure.
Sequoia Financial Group Ltd has established an AFSL Governance Committee to enhance oversight and governance across its financial services licenses. Danielle Press, with extensive experience in the financial sector, has been appointed as the Independent Chair, bringing regulatory expertise and leadership. The committee aims to strengthen risk management, ensure compliance, and align with ASIC expectations, thereby supporting sustainable client outcomes.
Sequoia Financial Group Ltd has announced the resignation of Charles Augustine Sweeney from its board of directors, effective July 29, 2025. This update is part of the company’s compliance with ASX listing rules, specifically rule 3.19A.3, which mandates the disclosure of directors’ interests. The notice reveals that Mr. Sweeney holds no securities as a registered holder but is a trustee and beneficiary of the Sweeney Family Super Fund, which holds 811,490 FPOS. This change in directorship may impact the company’s governance structure and could have implications for its strategic direction.
Sequoia Financial Group Ltd has responded to a price query from the ASX, stating that it is unaware of any undisclosed information that could explain recent trading activity in its securities. The company acknowledges an article in The Australian regarding its Morrison Securities deal but clarifies that it had no knowledge of the source of funds at the time. Sequoia is cooperating with ASIC in ongoing investigations related to the Shield Master Fund and First Guardian Master Fund. The company confirms compliance with ASX listing rules and that its response has been authorized under its continuous disclosure policy.