Netwealth Group (ASX:NWL) Shareholder Yield % : 2.01% (As of Dec. 2025) — 47% Above Median


ASX:NWL Netwealth Group Ltd ASX:NWL
88 GF Score
Price A$22.63
GF Value A$35.31
Valuation Significantly Undervalued
! 2 Warning Signs
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What is Netwealth Group Shareholder Yield %?

Netwealth Group ASX:NWL +4.00% 88 Shareholder Yield % is 2.01% as of Dec. 2025, which is 47% above its 10-year median of 1.37. GuruFocus rates ASX:NWL with a GF Score™ of 88/100 and a GF Value™ of A$35.31 (Significantly Undervalued). The stock has 2 warning signs investors should review. Among 2,700 Software companies, Netwealth Group ranks better than 64.11% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, Netwealth Group's Shareholder Yield % was 2.01%.


Netwealth Group  (ASX:NWL) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


Netwealth Group Shareholder Yield % Related Terms


Netwealth Group Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Netwealth Group's Shareholder Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Netwealth Group Shareholder Yield % Chart

Netwealth Group Annual Data
Trend Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Shareholder Yield %
Get a 7-Day Free Trial 0.77 1.38 1.55 1.17 0.80

Netwealth Group Semi-Annual Data
Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.53 1.17 0.83 0.80 1.43

ASX:NWL vs UBER, SHOP, CRM: Shareholder Yield % Comparison

For the Software - Application subindustry, Netwealth Group's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Netwealth Group Shareholder Yield % vs Software Industry

For the Software industry and Technology sector, Netwealth Group's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where Netwealth Group's Shareholder Yield % falls into.


ASX:NWL
88GF Score
Netwealth Group Ltd ASX:NWL
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Netwealth Group Shareholder Yield % Calculation

Netwealth Group's Shareholder Yield % for the quarter that ended in Dec. 2025 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=1.50 %+-0.10 %+0.03 %
=1.43 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 2.01% mean?
Netwealth Group (ASX:NWL) has a Shareholder Yield % of 2.01% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Netwealth Group and its competitors. This is 47% above median its historical median of 1.37. Over the past decade, Netwealth Group's Shareholder Yield % has ranged from 0.68 to 2.01. According to the industry distribution chart, Netwealth Group ranks #969 out of 2700 companies in the Software industry, placing it in the top 35.9%.
Is Netwealth Group's Shareholder Yield % too high?
Netwealth Group's current Shareholder Yield % of 2.01% is 47% above median its 10-year median of 1.37. Over the past 10 years, this metric has ranged from a low of 0.68 to a high of 2.01. The Software industry median Shareholder Yield % is 0.34. Netwealth Group's value of 2.01% is 500% above this industry median. Based on the distribution chart, Netwealth Group ranks #969 out of 2700 companies in the Software industry, which is above the industry midpoint. Overall, Netwealth Group has a GF Score™ of 88/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Netwealth Group's Shareholder Yield % compare to UBER and SHOP?
According to the Software industry distribution chart, Netwealth Group ranks #969 out of 2700 companies for Shareholder Yield %. This puts Netwealth Group in the upper half of its industry. The industry median Shareholder Yield % is 0.34. Netwealth Group's value of 2.01% is 500% above this benchmark. Historically, Netwealth Group's own Shareholder Yield % has ranged from 0.68 to 2.01 over the past decade. While the company's 10-year median is 1.37 vs. the industry median of 0.34, Netwealth Group has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for a Software company?
The median Shareholder Yield % among Software companies is 0.34, based on 2,700 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Netwealth Group's current Shareholder Yield % of 2.01% is 500% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Netwealth Group and its competitors. For the Software industry, the median Shareholder Yield % is 0.34 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Netwealth Group's current Shareholder Yield % is 2.01%, which is 47% above median its own 10-year median of 1.37. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Netwealth Group stock overvalued right now?
Based on GuruFocus' analysis, Netwealth Group (ASX:NWL) is currently considered Significantly Undervalued. The stock's GF Value™ is A$35.31, compared to a current price of A$22.63 — trading 35.9% below its estimated fair value. The current Shareholder Yield % is 2.01%, which is 47% above median its 10-year median of 1.37 and 500% above the Software industry median of 0.34. Netwealth Group's overall GF Score™ is 88/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Netwealth Group (ASX:NWL), the current Shareholder Yield % is 2.01% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Netwealth Group (ASX:NWL) Overvalued in 2026?

Based on GuruFocus' analysis, Netwealth Group stock appears to be undervalued. The current stock price of A$22.63 is trading 35.9% below its estimated GF Value™ of A$35.31. GuruFocus considers Netwealth Group to be Significantly Undervalued.

Key valuation signals for ASX:NWL:

  • Shareholder Yield %: 2.01% (47% above median its 10-year median of 1.37)
  • GF Value™: A$35.31 vs. price of A$22.63 (35.9% below fair value)
  • GF Score™: 88/100 with 2 warning signs
  • Industry Position: 500% above the Software median (#969 of 2700)

No single metric tells the full story. See the ASX:NWL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Netwealth Group Business Description

Address 180 Flinders Street, Level 6, Melbourne, VIC, AUS, 3000
Netwealth provides cloud-based investment administration software as a service in Australia via its proprietary platform. Netwealth's platform provides portfolio administration, investment management tools, and investment and managed account services to financial intermediaries and directly to clients. The company charges SaaS fees based on funds under administration and management on its platform. Netwealth also offers Netwealth-branded investment products on its platform, which are managed by third-party investment managers.
88GF Score

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Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$22.63
Price
A$35.31
GF Value