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Macquarie’s Half-Year Profit Rises Slightly but Misses Consensus

Management boosts shareholder returns to offset a shortfall to forecasts.

Overview

  • Net profit for the six months to September 30 rose about 3% to roughly A$1.66–1.7 billion from A$1.61 billion a year earlier.
  • The result fell short of a Visible Alpha consensus of A$1.86 billion, reflecting softer earnings in the commodities unit.
  • Asset management posted a 43% profit increase on higher performance fees, while banking benefited from growth in home loans and deposits.
  • The interim dividend was set at A$2.80 per share, up from A$2.60 a year earlier.
  • Macquarie announced a further share buyback program of up to A$2 billion.