Bell Potter says this ASX share offers 40% upside and a 5% yield

The broker thinks that investors should be snapping up this cheap stock.

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Key points

  • Bell Potter highlights an ASX-listed investment firm as a promising opportunity with a forecasted 40% upside and a 5% dividend yield, despite current share price challenges.
  • The firm's funds under management have increased significantly, outperforming previous expectations, indicating strong investment performance and inflows.
  • The broker reaffirms a buy rating and raises the target price, projecting substantial fund inflows and robust investment returns, along with fully franked dividends.

If you are looking for the winning combination of major upside and a generous dividend yield, then read on!

That's because Bell Potter has just picked out one ASX share that could offer both.

Which ASX share?

The company being tipped as a buy is Regal Partners Ltd (ASX: RPL).

It is a specialist alternatives investment manager overseeing a broad range of investment strategies covering long/short equities, private markets, real and natural assets, and credit and royalties. This is on behalf of institutions, family offices, charitable groups and private investors.

Bell Potter notes that the company released an update this week at the ASX SMIDcaps Conference. It was pleased with the update, noting that its funds under management (FUM) has increased at a solid rate since the end of June. The broker said:

End August FUM reached $19.2bn up 8% since 30 June, helped by strong investment performance and inflows. This is ahead of our previous forecasts which had assumed FUM would reach $18.1bn by end September, and $18.5bn by the end of the year. We now expect inflows of $1.7bn over FY25, which represents almost 10% of opening FUM and expect investment returns of around 11% (avg) over the year.

Despite this positive form, the broker points out that the ASX share is languishing below $3.00.

It feels this could be due to the potential conversion of a large number of shares in the near future. However, Bell Potter has priced in the full conversion of these shares and still believes its shares are cheap. It explains:

Despite the positive operating metrics, the shares continue trade below $3.00, a level that is well below its highs. We believe this may relate to the conversion of various share classes into ordinary shares. There are currently 356m ordinary shares on issue, with 13m shares due to convert at end September, and a further 62m shares converting in the next few years. It is worth noting that we have set our EPS and valuation assuming full conversion (rather than the current number on issue) meaning our EPS and target price should not be diluted by these new shares.

Big returns

According to the note, Bell Potter has reaffirmed its buy rating with an improved price target of $4.10 (from $3.65). Based on its current share price of $2.92, this implies potential upside of 40% for investors over the next 12 months.

In addition, it is forecasting fully franked dividends of 13.2 cents per share in FY 2025 and then 19 cents per share in FY 2026. This represents dividend yields of 4.5% and 6.5%, respectively. But as its interim dividend has already been paid for FY 2025, investors can expect a yield of approximately 5.5% between now and this time next year.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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