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Home CompaniesPinnacle Investment Management Group Ltd

Pinnacle Investment Management Group Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
15.84 AUD -0.57 ( 3.47%)
Last update at 2026-11-06T05:37:00Z
VOLUME
1902861
Market Cap
3996.76M
P/E
21.04

Momentum Score

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Pinnacle Investment Management Group Limited operates as an investment management company in Australia. The company offers third party distribution, and fund infrastructure and support services to its affiliates and various investment managers. It also operates as a corporate trustee and responsible entity for retail and wholesale investment trusts. The company was formerly known as Wilson Group Limited and changed its name to Pinnacle Investment Management Group Limited in August 2016. Pinnacle Investment Management Group Limited was founded in 1895 and is based in Sydney, Australia with additional offices in Brisbane, Australia, Melbourne, Australia, and London, United Kingdom.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
15.60
Low
16.51
High
52 Week Price Range
12.08
Low
19.67
High

Momentum Score

…
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Pinnacle Investment Management Group is an Australian-listed manager and distribution platform that partners with specialist boutique fund managers to deliver managed funds and platform services to advisers, institutions and retail clients. Long-term growth could be supported by rising assets under management, broadened distribution and recurring fee income, making the business attractive for investors seeking diversified, fee-based revenue and scale benefits.

Key risks include revenue sensitivity to market volatility and AUM flows, competitive pressure and fee compression, and execution risk on growth or integration initiatives.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
16.41
Dividend Yield
3.94%
Revenue TTM
109.69M
Revenue Per Share
0.49
Gross Profit TTM
48.88M
Debt / Equity
0.23
ROE
17.04%
Net Debt
180.94M
ROCE
13.16%
Diluted EPS TTM
0.78

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 186.61M 144.48M 90.35M 76.47M 76.36M
Net income 176.71M 134.43M 90.35M 76.47M 76.36M
Selling general administrative - 43.26M 3.98M 30.66M 29.43M
Selling and marketing expenses - - 1.69M - -
Gross profit 88.79M 68.54M 6.78M 13.76M 9.87M
Reconciled depreciation - 2.31M 1.44M 1.56M 0.99M
Ebit 195.12M 144.48M 6.91M 5.94M 8.18M
Ebitda 198.34M 146.79M 8.35M 7.50M 10.50M
Depreciation and amortization 3.22M 2.31M 1.44M 1.56M 2.32M
Operating income 12.93M 144.48M 2.53M 7.19M 9.51M
Other operating expenses 82.30M -68.62M 46.46M 100.96M 93.55M
Interest expense 8.52M 7.32M 7.37M 6.06M 2.38M
Tax provision - 10.05M 0.00M 0.00M 0.00M
Interest income - 134.74M 1.31M 69.98M 0.13M
Net interest income - -4.44M -6.06M -5.34M 0.13M
Extraordinary items - - - 0.00M 0.00M
Income tax expense 9.90M 10.05M -90.82M -1.25M -1.33M
Total revenue 95.23M 75.86M 47.56M 45.73M 40.26M
Total operating expenses 75.86M -75.94M 5.68M 68.99M 63.15M
Cost of revenue 6.44M 7.32M 40.78M 31.97M 30.40M
Total other income expense net 173.68M 122.40M 87.82M 69.28M 66.86M
Net income from continuing ops - 134.43M 90.35M 76.47M 76.36M
Net income applicable to common shares - 134.43M 90.35M 76.47M 76.36M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 1486.65M 1058.62M 582.99M 552.64M 536.76M
Intangible assets 466.79M 1.62M 1.72M 1.82M 1.92M
Other current assets - 5.75M -74.69M 3.72M 143.37M
Total liab 331.46M 140.20M 127.10M 130.06M 134.57M
Total stockholder equity 1155.19M 918.42M 455.89M 422.57M 402.18M
Other current liab - - 17.89M 28.73M 11.87M
Common stock 1181.53M 883.07M 480.97M 418.48M 412.07M
Capital stock - - 430.74M 418.48M 412.07M
Retained earnings 120.33M 35.35M 65.06M 47.38M 37.22M
Other liab - - - - 0.24M
Other assets - 0.24M 572.86M 5.58M 2.74M
Cash 89.45M 26.56M 32.56M 27.62M 38.27M
Total current liabilities 4.24M 28.21M 19.24M 29.74M 13.99M
Current deferred revenue - - -1.76M -20.49M -9.64M
Net debt 180.94M - 76.86M 92.88M 83.39M
Short term debt 4.24M 0.00M 1.89M 20.49M 1.31M
Short long term debt - - 1.89M 20.49M 1.31M
Short long term debt total 270.38M - 109.43M 120.49M 121.66M
Other stockholder equity -119.11M - -50.24M -465.86M -449.28M
Property plant equipment - 9.98M - 0.41M 1.70M
Total current assets 181.89M 517.12M 221.81M 212.75M 202.15M
Long term investments - - 493.80M 332.06M 328.25M
Net tangible assets - - - 420.75M 400.26M
Short term investments - 431.16M 138.48M 140.99M 127.33M
Net receivables 92.44M 12.89M 42.12M 24.63M 23.26M
Long term debt - 100.00M 107.54M 100.00M 120.35M
Inventory - - -152.26M - -137.50M
Accounts payable - - 1.22M 1.01M 10.45M
Accumulated other comprehensive income -27.55M - -39.90M -43.28M -47.10M
Non currrent assets other 9.20M - -151.33M -334.30M -331.87M
Non current assets total 1304.76M - 361.18M 334.30M 331.87M
Long term debt total - 107.97M - 100.00M 120.35M
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - -174.88M 0.56M -2.96M -138.02M
Change to liabilities - - - 0.00M -2.05M
Total cashflows from investing activities -70.25M -444.38M 20.16M -2.96M -135.72M
Net borrowings - -2.25M -21.48M - 18.62M
Total cash from financing activities 25.51M 314.04M -91.92M -62.73M 92.78M
Change to operating activities - - - -1.01M -93.19M
Net income 176.71M 134.43M 90.35M 76.47M 76.36M
Change in cash 62.89M -6.01M 4.95M -10.65M -57.87M
Begin period cash flow 26.56M 32.56M 27.62M 38.27M 96.14M
End period cash flow 89.45M 26.56M 32.56M 27.62M 38.27M
Total cash from operating activities 107.57M 124.34M 76.70M 55.04M -14.92M
Issuance of capital stock - 441.77M 0.57M 1.57M 140.03M
Depreciation 3.22M 2.31M 1.44M 1.56M 2.32M
Other cashflows from investing activities 245.73M -261.87M 29.94M -2.95M 4.31M
Dividends paid 121.87M -125.47M -71.01M -63.08M -65.88M
Change to account receivables -3.12M -15.40M -10.01M -1.37M -5.90M
Sale purchase of stock - 441.77M 0.57M -0.35M -138.66M
Other cashflows from financing activities -2.98M -2.25M 20.16M 0.35M 158.66M
Change to netincome - - - -13.25M 7.53M
Capital expenditures 0.67M 0.33M 0.04M 0.01M 0.01M
Change in working capital -26.61M -1.91M -15.88M -1.37M -5.90M
Stock based compensation - - 3.16M 3.44M 2.96M
Other non cash items -45.75M -10.49M 0.79M -22.99M -93.61M
Free cash flow 106.90M 124.01M 76.67M 55.03M -14.94M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
PNI
Pinnacle Investment Management Group Ltd		 -0.57
3.47%		 15.84 21.04 18.83 36.44 3.21 45.93 39.78
AFI
Australian Foundation Investment Company Ltd		 -0.07
1.00%		 6.92 30.39 - 25.11 1.03 24.95 -
ARG
Argo Investments Ltd		 0.01
0.11%		 9.52 27.97 - 24.56 1.01 24.64 -
L1G
L1 Group Limited		 -0.03
2.35%		 1.25 21.25 19.76 7.36 3.83 3.13 3.71
MFF
MFF Capital Investments Ltd		 -0.06
1.14%		 5.21 19.52 - 12.91 1.24 12.92 -0.25

Profile*

Pinnacle Investment Management Group Ltd

Pinnacle Investment Management Group Limited operates as an investment management company in Australia. The company offers third party distribution, and fund infrastructure and support services to its affiliates and various investment managers. It also operates as a corporate trustee and responsible entity for retail and wholesale investment trusts. The company was formerly known as Wilson Group Limited and changed its name to Pinnacle Investment Management Group Limited in August 2016. Pinnacle Investment Management Group Limited was founded in 1895 and is based in Sydney, Australia with additional offices in Brisbane, Australia, Melbourne, Australia, and London, United Kingdom.

Level 25, Australia Square Tower, Sydney, NSW, Australia, 2000

1300 651 577

https://www.pinnacleinvestment.com

Name Title Year Born
Mr. Ian Macoun B.Com., C.F.A., DipFinSer(FP), CFA, B Com, MFM, FC MD & Exec. Director NA
Mr. Dan Longan Chief Financial Officer NA
Mr. Calvin Kwok Chief Legal, Risk & Compliance Officer and Company Sec. NA
Mr. Andrew Chisholm Chambers B.A., M.Sc., MSc, B Arts Exec. Director NA
Mr. Alexander Ihlenfeldt Exec. Director of Operations NA
Mr. Paul Cameron Bryant Head of Financial Planning NA
Mr. Richard Moulder Head of Institutional Sales NA
Mr. Ramsin Jajoo Head of Retail Distribution NA
Mr. Rob Shears Investment Mang. NA
Ms. Catherine E. Groves Associate Bus. Director of Corp. Fin. NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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