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SUM
Summerset Group Holdings Limited

SUM · Summerset Group Holdings Limited

8.44

NZD
-0.16 (-1.86%)
25/06/2026 12:00:00 AM
+1
Price change (7D)

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Overview

Market Cap

NZ$2.06B

PE

11.40

EV/EBITDA

153

DIV Yield

2%

Payout Ratio

23%

MQV Rating

3Neutral

As at 25/06/2026 12:00:00 AM

Price Chart

Description

Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. It also provides independent living and care options such as in-home care, serviced apartments, and care centers. The company was founded by John O'Sullivan in 1994 and is headquartered in Wellington, New Zealand.

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Key Fundamentals

EPS 3 yr Growth

-7.30%

EBITDA Margin

8.90%

Operating Cashflow

$447m

Free Cash Flow Return

9.00%

ROIC

5.20%

Interest Coverage

1.00

Quick Ratio

0.00

Performance

52 weeks range

Low 7.04 - 12.8

Trade Value (12mth)

US$406,224.00

1 week

-2.43%

1 month

8.07%

YTD

-31.83%

1 year

-22.92%

All time high

15.69

Additional Data

Shares Outstanding (Fully Diluted)

242m

HALO Sector

Healthcare

Next Company Report Date

24-Feb-27

Next Ex Dividend Date

12-Mar-26

Next Dividend Pay Date

26-Mar-26

Reporting Currency

NZD

Short Sell (% of issue)

0.00

Consensus

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Consensus score

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Recommendation

Buy

Target price

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Deviation

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Health Scores

Short Term

Mean Reversion

Neutral

Trend

Neutral

Event

Very Strong

Halo Model

Mqv

Neutral

Garp

Strong

Mqv Small

Weak

Momentum

Price

Weak

Earnings

Neutral

Growth

Earnings

Weak

Dividends

Neutral

Quality

Capital Efficiency

Neutral

Balance Sheet

Very Weak

Valuation

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Value

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Consensus

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Yield

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News & Announcements

No announcements available.

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Want to learn more?Frequently asked questions.
1
What is the current share price of Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
The current share price of Summerset Group Holdings Limited (SUM:NZE) is NZDNZ$8.44.
2
What is the 52-week high share price for Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
The 52-week high share price for Summerset Group Holdings Limited (SUM:NZE) is NZDNZ$12.80.
3
What is the 52-week low share price for Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
The 52-week low share price for Summerset Group Holdings Limited (SUM:NZE) is NZDNZ$7.04.
4
What is the dividend yield for Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
The current TTM dividend payout for Summerset Group Holdings Limited (SUM:NZE) is 2.00.
5
What was Summerset Group Holdings Limited (SUM:NZE) last dividend payment?
Halo FAQ
The last dividend payment of Summerset Group Holdings Limited (SUM:NZE) is NZDNZ$0.13.
6
What is the franking level for Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
Summerset Group Holdings Limited (SUM:NZE) has a franking level of 0.00%.
7
In which sector is Summerset Group Holdings Limited (SUM:NZE) classified?
Halo FAQ
Summerset Group Holdings Limited (SUM:NZE) is classified in the Healthcare.
8
What is the price-to-earnings (P/E) ratio for Summerset Group Holdings Limited (SUM:NZE)?
Halo FAQ
The current P/E ratio for Summerset Group Holdings Limited (SUM:NZE) is 11.40.