Liberty Financial Group (lfg) Logo

Liberty Financial Group (LFG)

___:___ · Financial Services
0.00
0.00
(0.00)
VOLUME
DIV YIELD
PE RATIO
1 YR RETURN
52 WEEK RANGE

LFG Chart

Snapshot

LFG's Principal Activity is the investments in the financial services industry including but not limited to specialty lending, finance and insurance brokering, receivables servicing, consumer insurance underwriting, real estate and funds management across Australia and New Zealand.

Share Price Activity

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2021 YTD
1 Year
vs Sector (1yr) -
vs ASX 200 (1yr) -33.49%

Size

Market Capitalisation
ASX Rank 216 of 2,319
Sector Rank 36 of 279

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies PTM / JHG / LSF
EPS $0.612
DPS $0.2441
NTA per share $2.47

Broker Consensus

Breakdown 8 Buy · 1 Hold · 0 Sell
Recommendation Strong Buy
Last Updated 04/10/21

Announcements

Date Heading Pages File Size Time

Corporate Overview

Liberty Financial Group (LFG) is a financial services business with operations across Australia and New Zealand. Liberty operates within the Australian and New Zealand lending sectors, which include housing finance, personal finance, commercial finance, motor finance, business finance and lease finance. Liberty has raised more than $30 billion in domestic and international capital markets.

Incorporation Details

No incorporation details available.

Corporate Details

Head Office Melbourne VIC 3000
Website www.liberty.com.au
Registry Link Market Services
Auditor KPMG
Date Listed 15 Dec 2020

Upcoming Calendar (Forecasted)

Date Event
17/11/2021 AGM
24/02/2022 Report (Interim)
29/08/2022 Report (Prelim)
29/09/2022 Report (Annual)

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
29/06/2021 $0.2441 0% $0.2441 Final 31/08/2021

See Upcoming Dividends for all ASX companies.

Key Data
DPS(TTM) $0.2441
Gross DPS(TTM) $0.2441
Dividend yield
Gross yield
Payout Ratio 42%
DRP No
DRP Features -

Directors & Management

Directors & Management

Name Title Since Bio
Mr James Boyle Chief Executive Officer,Executive Director Dec 2020 Director Bio icon

Mr James Boyle

Chief Executive Officer,Executive Director

Mr Boyle has been responsible for Liberty's strategy and execution for over five years. James oversees the Liberty's performance while ensuring the company remains agile, free thinking and curious. James has been part of the Liberty group for more than 15 years and brings invaluable insight into the changing landscape of the financial services industry.

Mr Richard Anthony Longes Non-Executive Chairman,Non-Executive Director Feb 2020 Director Bio icon

Mr Richard Anthony Longes

Non-Executive Chairman,Non-Executive Director

Mr Longes was a Partner in the leading law firm Freehilll Hollingdale & Page (now Herbert Smith Freehills) from 1971 to 1988 and a founding principal of the corporate advisory and private equity group Wentworth Associates. His prior directorships have included Chairman of MLC, GPT and Austbrokers, Deputy Chairman of Lend Lease Corporation and a Director of Boral, Metcash and Investec Bank Australia. Richard holds, and has held, positions with Government advisory boards as well as significant non-profit organisations, including Pain Management Research Institute, Bangarra Dance and NIDA.

Mr Peter John Oswin Hawkins Non-Executive Director Feb 2020 Director Bio icon

Mr Peter John Oswin Hawkins

Non-Executive Director

Mr Hawkins has 34-year career with the Australia and New Zealand Banking Group Ltd. His previous roles included Group Managing Director of Group Strategic Development and Group Managing Director of Personal Financial Services. He was formerly a director of Clayton Utz, ING Australia Limited, ING (NZ) Limited, Visa International and Westpac Banking Corporation Ltd. Peter presently serves as a non-executive director of Crestone Holdings.

Mr Sherman Ma Executive Director Feb 2020 Director Bio icon

Mr Sherman Ma

Executive Director

Mr Ma has gathered financial services experience whilst working in investment banking with the First Boston Corporation (now Credit Suisse), investment management with BlackRock Financial Management and management consulting with McKinsey & Company. He is a member of the Wharton Undergraduate Executive Board.

Ms Leona Christine Murphy Non-Executive Director Feb 2020 Director Bio icon

Ms Leona Christine Murphy

Non-Executive Director

Mr Murphy joined the Liberty Group from leading insurer IAG Ltd, where she performed a number of group executive roles including Chief Strategy Officer and Chief Transformation Officer. Prior to IAG she was an Executive General Manager with Promina Group and Vero Insurance. Leona is formally an independent director of Australian Insurance Association and Co-Chair of the UN Environmental Programs Financial Initiative for Sustainable Insurance and the NZ Accident Compensation Commission. Leona is currently the Chair of Stone & Chalk and Royal Brisbane and Womens Hospital Foundation and an independent director of RACQ Ltd, RACQ Bank and RACQ Insurance.

Mr Peter William Riedel Chief Financial Officer,Company Secretary N/A

Director Transactions

LFG directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
29/09/21 Sherman Ma Buy +188,303 $6.875 $1,294,564 On-market trade
12/02/21 Sherman Ma Issued 334,039 $8.20 $2,739,119 Issue of options
12/02/21 James Boyle Issued 733,059 $8.20 $6,011,083 Issue of options

Director Interests

The current holdings of LFG directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Sherman Ma 29/09/2021 N/A 235,127,823 334,039 N/A
Leona Murphy 30/06/2021 N/A 103,000 N/A N/A
James Boyle 30/06/2021 4,037,880 N/A N/A N/A
Peter Hawkins 30/06/2021 20,000 378,600 N/A N/A
Richard Longes 30/06/2021 323,600 41,400 N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Jul 31, 2021.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Vesta Funding B.V 234,939,520 0.77%
Hsbc Custody Nominees (Australia) Limited 11,360,130 3.70%
National Nominees Limited 10,199,905 3.40%
Citicorp Nominees Pty Limited 10,147,748 3.30%
JP Morgan Nominees Australia Pty Limited 4,444,873 1.50%
James Boyle 4,037,880 1.30%
Peter Riedel 3,036,000 1.00%
Wroxby Pty Limited 3,000,000 1.00%
Ridemax Investments Pty Limited 2,955,040 1.00%
CS Third Nominees Pty Limited 2,849,615 0.90%
BNP Paribas Nominees Pty Limited 2,805,962 0.90%
USB Nominees Pty Limited 2,589,669 0.90%
Anne Bastian 1,305,480 0.40%
BNP Paribas Noms Pty Ltd 865,003 0.30%
Washington H Soul Pattinson 781,088 0.30%
Helen Toy 647,680 0.20%
Richard Zylinski 485,760 0.20%
Citicorp Nominees Pty Limited (i) 423,537 0.10%
Lynne Jordan 394,680 0.10%
Petlyn Holdings Pty Ltd 328,600 0.10%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 344 544 213 114 46 1,261

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Name Last Notice Total Shares Shares Held (%)
Hestia Holdings BV 31/07/2021 234,939,520 77.40

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
31-12-20 Hestia Vesta LLC 234,939,520 -- 77.40
15-12-20 Hestia Holdings BV 234,939,520 -- 77.40

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
No Financial Year End data available
Page Icon
LFG Historical Price Data (CSV)
Up to 20 years of EOD share price history
Lock Icon
You must be logged in to access this feature. Please sign up for free or login.
Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.