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Washington H. Soul Pattinson and Co.
(Sydney:SOL)
Washington H. Soul Pattinson and Co. (SOL) vs. iShares MSCI Australia ETF (EWA)
Washington H. Soul Pattinson and Co. Business Overview & Revenue Model
Washington H. Soul Pattinson and Co. Financial Statement Overview
| Breakdown | |||||
| TTM | Sep 2024 | Sep 2023 | Sep 2022 | Sep 2021 | Sep 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 1.35B | 1.15B | 362.90M | 2.56B | 1.07B | 1.32B | Gross Profit |
| 874.59M | 743.80M | 108.37M | 1.53B | 383.06M | 301.09M | EBIT |
| 606.50M | 503.80M | -59.45M | 1.33B | 141.90M | 39.91M | EBITDA |
| 631.54M | 568.40M | 237.82M | 1.25B | 471.69M | -127.01M | Net Income Common Stockholders |
| 523.16M | 498.80M | 690.72M | -34.31M | 273.20M | 952.97M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 727.13M | 743.50M | 1.33B | 1.08B | 1.01B | 612.18M | Total Assets |
| 7.24B | 10.40B | 9.80B | 9.71B | 7.64B | 7.34B | Total Debt |
| 1.01B | 765.90M | 436.94M | 547.90M | 1.17B | 945.00M | Net Debt |
| 666.83M | 504.70M | 125.12M | 41.58M | 563.72M | 600.19M | Total Liabilities |
| 2.20B | 1.40B | 1.06B | 1.25B | 2.48B | 2.22B | Stockholders Equity |
| 4.10B | 8.99B | 8.72B | 8.45B | 4.09B | 4.24B |
| Cash Flow | Free Cash Flow | ||||
| 604.01M | 255.70M | 596.24M | 1.01B | 333.16M | 118.70M | Operating Cash Flow |
| 769.52M | 429.30M | 773.54M | 1.19B | 514.72M | 341.77M | Investing Cash Flow |
| -1.25B | -301.80M | -454.80M | -485.72M | -413.71M | -302.94M | Financing Cash Flow |
| 286.41M | -178.20M | -513.51M | -814.52M | 162.93M | 178.36M |
Washington H. Soul Pattinson and Co. Technical Analysis
Washington H. Soul Pattinson and Co. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | $7.28B | 5.97 | 13.93% | 9.96% | -12.04% | -32.97% | |
75 Outperform | $3.22B | 5.70 | 22.35% | 9.71% | -1.17% | -14.64% | |
70 Outperform | $4.76B | 27.42 | 3.39% | 3.82% | 47.28% | -84.83% | |
70 Neutral | AU$1.75B | 6.02 | 10.52% | 8.94% | -13.91% | -58.85% | |
66 Neutral | $14.63B | 25.69 | 5.85% | 3.16% | 36.14% | -3.50% | |
64 Neutral | $12.83B | 9.78 | 7.78% | 16985.64% | 12.26% | -7.81% | |
55 Neutral | AU$285.00M | ― | -16.23% | 8.28% | -17.57% | -1132.91% |
Washington H. Soul Pattinson and Co. Corporate Events
Washington H. Soul Pattinson and Company Limited has announced a change in the registry address for its Sydney office of Computershare Investor Services, effective from June 10, 2025. This change is part of the company’s operational updates and does not affect telephone numbers or postal addresses. The announcement reflects the company’s ongoing efforts to maintain efficient operations and could have implications for stakeholders involved in administrative and investor relations.
The most recent analyst rating on (AU:SOL) stock is a Hold with a A$37.50 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.
Washington H. Soul Pattinson and Company Limited has announced that it has ceased to be a substantial holder in Propel Funeral Partners Limited as of May 30, 2025. This change was due to the sale of shares by Pengana Capital Group Limited, in which Soul Patts holds more than 20% voting power, impacting the company’s relevant interests in Propel Funeral Partners.
The most recent analyst rating on (AU:SOL) stock is a Hold with a A$43.15 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.
Washington H. Soul Pattinson and Company Limited announced a binding Combination Deed for a merger with Brickworks Limited, aiming to form a newly capitalized ASX-listed company. This proposed merger, if implemented, would result in a change of control and delisting of ordinary shares, impacting holders of the company’s $450 million Senior Unsecured Convertible Notes. The merger is subject to court and shareholder approvals expected in the second half of 2025, which could significantly alter the company’s market positioning and stakeholder interests.
The most recent analyst rating on (AU:SOL) stock is a Hold with a A$37.50 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.
Washington H. Soul Pattinson and Company Limited (Soul Patts) announced a change in its substantial holding interests, specifically in Pengana Capital Group Limited (PCG) and Propel Funeral Partners Limited (PFP). The announcement highlights a technical interest due to Soul Patts holding more than 20% voting power in PCG. This change reflects a slight increase in voting power in PFP and a decrease in PCG, indicating strategic adjustments in their investment portfolio, which could impact their market positioning and stakeholder interests.
The most recent analyst rating on (AU:SOL) stock is a Hold with a A$37.50 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.
Washington H. Soul Pattinson and Company Limited has increased its voting power in Propel Funeral Partners Limited from 2.78% to 3.82%, reflecting a strategic move to strengthen its position in the company. This change signifies an increased influence in Propel Funeral Partners, potentially impacting the company’s future decisions and strategies, and indicating Soul Patts’ confidence in the funeral services sector.
The most recent analyst rating on (AU:SOL) stock is a Hold with a A$37.50 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.
Washington H. Soul Pattinson and Company Limited announced a change in the director’s interest, specifically for Bruce Ian MacDiarmid. The change involved the acquisition of 69 ordinary shares through the company’s Dividend Reinvestment Plan, increasing his total holdings to 5,914 shares. This update reflects the company’s ongoing commitment to shareholder engagement and the strategic use of dividend reinvestment to bolster director and shareholder alignment.
The most recent analyst rating on (AU:SOL) stock is a Buy with a A$36.20 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.
Washington H. Soul Pattinson and Company Limited announced a change in the director’s interest, with Robert Dobson Millner acquiring additional shares through the company’s Dividend Reinvestment Plan. This acquisition reflects a continued commitment to the company, potentially signaling confidence in its future performance. The transaction involved the acquisition of 5,395 ordinary shares, valued at $199,722.90, increasing Millner’s indirect holdings to 23,590,087 shares.
The most recent analyst rating on (AU:SOL) stock is a Buy with a A$36.20 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.
Washington H. Soul Pattinson & Company Limited has announced the quotation of 119,564 fully paid ordinary securities on the Australian Securities Exchange (ASX) under the code SOL, effective May 14, 2025. This move is part of a dividend or distribution plan, potentially enhancing the company’s liquidity and providing shareholders with additional value, reflecting its ongoing commitment to strategic growth and market presence.
The most recent analyst rating on (AU:SOL) stock is a Buy with a A$36.20 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.
Washington H. Soul Pattinson and Company Limited (Soul Patts) announced a change in their substantial holding interests in Pengana Capital Group Limited (PCG), with a current voting power of more than 20% in PCG. This change reflects Soul Patts’ strategic investment approach and could impact their influence within PCG, potentially affecting stakeholders and market dynamics.
The most recent analyst rating on (AU:SOL) stock is a Buy with a A$36.20 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.
Washington H. Soul Pattinson & Company Limited announced an update regarding its dividend distribution for the period ending January 31, 2025. The update involves a change in the Dividend Reinvestment Plan (DRP) price, reflecting the company’s ongoing commitment to providing value to its shareholders. This announcement may impact investor decisions and reflects the company’s strategic financial management.
Washington H. Soul Pattinson and Company Limited has increased its voting power in AMA Group Limited from 5.27% to 6.02%, reflecting a strategic move to strengthen its influence within the company. Additionally, through its association with Pengana Capital Group Limited, Soul Patts has acquired a 0.42% voting power, bringing its total voting power in AMA Group to 6.44%. This change in substantial holding indicates a potential shift in the company’s investment strategy and could impact its market positioning and stakeholder relations.
Washington H. Soul Pattinson and Company Limited announced an adjustment in the conversion price of its A$450 million Senior Convertible Notes due 2030, following a fully franked interim cash dividend of A$0.44 per share. This adjustment, effective from April 15, 2025, reflects the company’s commitment to maintaining shareholder value and could influence the attractiveness of its convertible notes to investors.
Washington H. Soul Pattinson and Co. Ltd. has increased its voting power in Monash IVF Group Limited from 6.28% to 9.69%, reflecting a strategic move to strengthen its influence within the company. This change in substantial holding indicates a potential shift in strategic direction or increased confidence in Monash IVF’s business prospects, which could impact stakeholders and the company’s operations.
The recent announcement from Washington H. Soul Pattinson and Co. Ltd. details a change in the director’s interest in securities, specifically involving Robert Dobson Millner. On April 4, 2025, J S Millner Holdings Pty Limited, an entity associated with Millner, acquired 100,000 ordinary shares through an on-market trade, increasing its indirect interest to 23,584,692 shares. This transaction, valued at approximately $3.45 million, reflects a strategic move in the company’s investment portfolio, potentially impacting its market positioning and stakeholder interests.
Washington H. Soul Pattinson and Company Limited announced a change in the director’s interest, with Robert Dobson Millner acquiring an additional 25,000 ordinary shares through T G Millner Holdings Pty Limited. This transaction, valued at $860,597.50, reflects an on-market trade and increases Millner’s indirect interest in the company, potentially signaling confidence in the company’s future prospects.
Washington H. Soul Pattinson and Co. Ltd. reported its half-year results for 2025, highlighting a robust portfolio with a total net asset value of $12.1 billion. The company’s strategic focus on large caps, credit, private equity, emerging companies, and property has positioned it among the top 50 by market capitalization on the ASX, demonstrating its strong market presence and commitment to delivering value to shareholders.
Washington H. Soul Pattinson and Company Limited reported a 9.9% increase in net cash flow from investments and a 10% rise in interim dividends for the first half of 2025. The company’s strategic investment decisions and robust financial position have enabled it to outperform market indices over the long term, with a strong commitment to shareholder value through consistent dividend growth and a solid total shareholder return.
Washington H. Soul Pattinson and Co. Ltd. reported a 27% increase in revenue from continuing operations for the half-year ending January 31, 2025, reaching $492.7 million. The company’s profit after tax attributable to members rose by 8% to $326.9 million, while regular profit after tax saw an 18% increase. The interim dividend was raised to 44 cents per share, reflecting a 10% increase in net cash flow from investments. The Dividend Reinvestment Plan will continue without a discount, and the net tangible asset backing per security increased slightly.
Washington H. Soul Pattinson and Company Limited (Soul Patts) has announced a change in its substantial holding in Clover Corporation Limited, with its voting power decreasing from 17.89% to 16.67%. This reduction in voting power may impact Soul Patts’ influence within Clover Corporation, potentially affecting its strategic decisions and stakeholder interests.
Washington H. Soul Pattinson and Company Limited (Soul Patts) announced upcoming shareholder briefings in Brisbane and Perth, scheduled for early April 2025. These events, hosted by Chairman Robert Millner AO, aim to engage shareholders directly and provide insights into the company’s operations and strategies. The briefings reflect Soul Patts’ commitment to maintaining transparent communication with its stakeholders and may influence shareholder perceptions positively.
Washington H. Soul Pattinson and Company Limited (Soul Patts) announced the release of its financial results for the half year ending January 31, 2025, scheduled for March 20, 2025. The results will be presented by the company’s CEO, CFO, and CIO via an audio webcast. This announcement highlights Soul Patts’ ongoing commitment to transparency and stakeholder engagement, potentially impacting its market positioning by reinforcing investor confidence.