Stock EQT EQT HOLDINGS LIMITED
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Company EQT Holdings Limited

Equities

EQT

AU000000EQT1

Investment Management & Fund Operators

Market Closed - Australian S.E.
Other stock markets
 02:10:50 2024-04-24 am EDT 		5-day change 1st Jan Change
30.41 AUD -0.72% Intraday chart for EQT Holdings Limited +1.67% +19.25%
Apr. 12 EQT Holdings Gets Final Nod to Sell Irish Unit MT
Apr. 11 Transcript : EQT Holdings Limited - Analyst/Investor Day

Business Summary

EQT Holdings Limited is a trustee and executor company. Its segments include Trustee & Wealth Services (TWS), Superannuation Trustee Services (STS), and Corporate Trustee Services (CTS). The TWS segment offers a range of private client and philanthropic services including estate planning and management, charitable, compensation, community and personal trust services, and wealth management and advice. The STS segment provides trustee, custody and investment management services for superannuation funds. The CTS segment offers a range of global fiduciary services for managed investment schemes on behalf of local and international fund managers and sponsors, as well as specialized trustee services for debt, securitizations, custody and real estate arrangements for corporates. It also provides authorized corporate director (ACD), alternative investment fund manager (AIFM) and undertakings for the collective investment in transferable securities (UCITS) management company services.

Number of employees: 390

Sales per Business

AUD in Million2022Weight2023Weight Delta
Trustee & Wealth Services - Private Client Trustee
45.8 %
47 41.9 % 65 45.8 % +38.30%
Corporate Trustee Services - Australia - Fund Governance and Trustee
25.1 %
- - 35 25.1 % -
Superannuation Trustee Services
16.3 %
21 18.5 % 23 16.3 % +11.32%
Trustee & Wealth Services - Other
7.0 %
4 3.8 % 10 7.0 % +135.95%
Corporate Trustee Services - United Kingdom/Ireland - Fund Governance and Trustee
2.3 %
3 2.6 % 3 2.3 % +12.20%
Corporate Trustee Services - Australia - Interest and Managed Fund Distributions
0.9 %
- - 1 0.9 % -
Trustee & Wealth Services - Interest and Managed Fund Distributions
0.9 %
- - 1 0.9 % -
Superannuation Trustee Services - Interest and Managed Fund Distributions
0.9 %
- - 1 0.9 % -
Superannuation Trustee Services - Recoveries
0.7 %
- - 1 0.7 % -
Trustee & Wealth Services - Recoveries
0.1 %
- - 0 0.1 % -
Unallocated
0.1 %
1 0.9 % 0 0.1 % -91.93%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
97.7 %
108 96.6 % 138 97.7 % +28.21%
United Kingdom/Ireland
2.3 %
3 2.6 % 3 2.3 % +12.20%
Unallocated
0.1 %
1 0.9 % 0 0.1 % -91.93%

Managers

Managers TitleAgeSince
Michael O'Brien CEO
 Chief Executive Officer 60 14-06-30
Philip Gentry DFI
 Director of Finance/CFO - 15-12-31
Darren Thompson CIO
 Chief Investment Officer - -
Alicia Kokocinski IRO
 Public Communications Contact - 15-07-31
Owen Brailsford PRN
 Corporate Officer/Principal - -
Georgie Taylor HRO
 Human Resources Officer - -
Samantha Einhart SEC
 Corporate Secretary - 22-01-04

Members of the board

Members of the board TitleAgeSince
Michael O'Brien CEO
 Chief Executive Officer 60 14-06-30
Kevin Eley BRD
 Director/Board Member 74 11-10-31
Timothy Hammon BRD
 Director/Board Member - 18-11-30
Carol Schwartz CHM
 Chairman - 20-02-29
Robert Dalton BRD
 Director/Board Member - 23-09-03
D. Sedgwick BRD
 Director/Board Member - 16-07-31
Kelly O'Dwyer BRD
 Director/Board Member 47 21-03-28
Catherine Robson BRD
 Director/Board Member - 20-01-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 26,627,000 25,794,224 ( 96.87 %) 0 96.87 %

Shareholders

NameEquities%Valuation
WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED
9.349 %
2,489,482 9.349 % 48 M $
Australian Foundation Investment Co. Ltd. (Invt Mgmt)
6.187 %
1,647,453 6.187 % 32 M $
Australian Ethical Investments Ltd. (Investment Management)
4.783 %
1,273,738 4.783 % 24 M $
Paradice Investment Management Pty Ltd.
4.374 %
1,164,679 4.374 % 22 M $
Djerriwarrh Health Services
3.764 %
1,002,318 3.764 % 19 M $
Milton Corp. Ltd. (Investment Management)
2.852 %
759,524 2.852 % 15 M $
Mirrabooka Investments Ltd. (Investment Management)
1.998 %
532,098 1.998 % 10 M $
Contact Asset Management Pty Ltd.
1.682 %
447,932 1.682 % 9 M $
Investors Mutual Ltd.
1.366 %
363,862 1.366 % 7 M $
AMCIL Ltd. (Investment Management)
1.211 %
322,509 1.211 % 6 M $

Holdings

NameEquities%Valuation
METRICS MASTER INCOME TRUST
3.63%
 37,614,688 3.63% 50,797,508 $
PLENTI GROUP LIMITED
4.23%
 7,388,027 4.23% 3,157,052 $
SOUTHERN CROSS GOLD LTD
0.90%
 1,671,377 0.90% 2,006,354 $
COMET RIDGE LIMITED
0.76%
 8,416,144 0.76% 1,098,138 $
GREAT SOUTHERN COPPER PLC
2.66%
 9,114,838 2.66% 218,756 $

Company contact information

EQT Holdings Ltd.

575 Bourke Street Level 1

3000, Melbourne

+

http://www.eqt.com.au
address EQT Holdings Limited(EQT)

Group companies

NameCategory and Sector
ES River & Mercantile Funds ICVC - UK Equity High Alpha Fund
Investment Trusts/Mutual Funds
ES River & Mercantile Funds ICVC - UK Dynamic Equity Fund
Investment Trusts/Mutual Funds
ES River & Mercantile Funds ICVC - UK Equity Income Fund
Investment Trusts/Mutual Funds

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Management & Fund Operators
Investment Management

Sales per Business

Sales per region

Ratings for EQT Holdings Limited

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
4
Last Close Price
30.41 AUD
Average target price
35.13 AUD
Spread / Average Target
+15.53%
Consensus

EPS Revisions

Estimates Revisions

Annual profits - Rate of surprise

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Investment Management
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