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Summerset Group Holdings Limited SUM.NZ · Stock Open Summerset Group Holdings Limited in new tab

7.20 NZD
P/E
5.97
EPS
1.25
Yield
2.35%
Safety Score
85
P/B
0.52
ROE
10.22
Beta
0.30
Target Price
12.76 NZD
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Key Metrics
Earnings dateFeb. 24, 2027
P/E5.97
EPS1.25
Book Value14.42
Price to Book0.52
Debt/Equity59.59
% Insiders11.426%
Growth
Revenue Growth0.16%
Earnings Growth0.89%
Estimates
Forward P/E6.87
Forward EPS1.09
Target Mean Price12.76
Dividend
Dividend Yield2.35%
Annual dividends0.17 NZD
Ex-Div. DateSept. 8, 2026
Payout19.56%
5y avg Yield2.11%

DCF Valuation

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Currency: NZD
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DCF Result

Fair Value (DCF)
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Summerset Group Holdings Limited Logo Summerset Group Holdings Limited Analysis (SUM.NZ)

New Zealand Health Care Official Website Stock

Is Summerset Group Holdings Limited a good investment? Summerset Group Holdings Limited (SUM.NZ) is currently trading at 7.20 NZD. Market analysts have a consensus price target of 12.76 NZD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 5.97. This relatively low multiple may signal that Summerset Group Holdings Limited is undervalued compared to historical market norms.

Earnings Schedule: Summerset Group Holdings Limited is expected to release its next earnings report on Feb. 24, 2027. The market consensus estimate for Forward EPS is 1.09.

For income investors, Summerset Group Holdings Limited pays a dividend yield of 2.35%. With a payout ratio of 20%, the dividend appears sustainable.

Investor FAQ

Does Summerset Group Holdings Limited pay a dividend?

Yes, it pays an annual dividend of 0.17 NZD (2.35% yield).

What asset class is Summerset Group Holdings Limited?

Summerset Group Holdings Limited is classified as a Stock. You can compare it against 2 other assets in the "Related Symbols" list on this page.

When is the next earnings date?

The next earnings date is projected to be Feb. 24, 2027. The company currently has a trailing EPS of 1.25.

Company Profile

Summerset Group Holdings Limited, together with its subsidiaries, develops, owns, and operates integrated retirement villages in New Zealand and Australia. It offers living options and care services to residents. The company was founded in 1997 and is headquartered in Wellington, New Zealand. Summerset Group Holdings Limited operates as a subsidiary of New Zealand Central Securities Depository Limited.

Exchange Ticker
ASX (Australia) SNZ.AX
NZE (New Zealand) SUM.NZ
Trades
Dividend Yield
2.35%
5y avg 2.11%
Annual Dividends
0.17NZD
Next Ex. Div Date
Sept. 8, 2026
Payout Ratio
19.56%
Dividend History paid per year (NZD)
Historical Dividends
Year Total Dividends
▸2027
0.20 NZD
Sept. 20, 2027 (estimated) 0.0455
March 22, 2027 (estimated) 0.1526
▸2026
0.17 NZD
Sept. 23, 2026 0.0380
March 26, 2026 0.1320
▸2025
0.25 NZD
Sept. 24, 2025 0.1130
March 27, 2025 0.1320
▸2024
0.25 NZD
Sept. 20, 2024 0.1130
March 22, 2024 0.1320
▸2023
0.23 NZD
Sept. 19, 2023 0.1130
March 23, 2023 0.1160
▸2022
0.19 NZD
Sept. 19, 2022 0.1070
March 23, 2022 0.0860
▸2021
0.17 NZD
Sept. 20, 2021 0.0990
March 22, 2021 0.0700
▸2020
0.14 NZD
Sept. 11, 2020 0.0600
March 23, 2020 0.0770
▸2019
0.14 NZD
Sept. 9, 2019 0.0640
March 21, 2019 0.0720
▸2018
0.13 NZD
Sept. 10, 2018 0.0600
March 22, 2018 0.0710
▸2017
0.09 NZD
Sept. 11, 2017 0.0390
March 22, 2017 0.0510
▸2016
0.06 NZD
Aug. 25, 2016 0.0260
March 7, 2016 0.0340
▸2015
0.04 NZD
Aug. 20, 2015 0.0185
March 5, 2015 0.0210
▸2014
0.05 NZD
Aug. 21, 2014 0.0140
March 6, 2014 0.0325
▸2013
0.03 NZD
March 5, 2013 0.0250
Upcoming Dividends
Name Payment Date Status Amount
Summerset Group Holdings Limited Sep 23, 2026 0.038 NZD
Summerset Group Holdings Limited Mar 26, 2026 0.132 NZD
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