Netwealth share price jumping on record-setting quarterly results

ASX investors are piling into Netwealth shares today. Here's why.

| More on:
Man sits smiling at a computer showing graphs

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Netwealth Group's share price is rising after reporting a 26.6% increase in total funds under administration (FUA) for the September quarter to $120.8 billion.
  • The company saw 49.4% growth in managed account net flows and partnered strategically with FinClear to enhance individual HIN administration and trading access.
  • With growth in accounts and funds under management, Netwealth reaffirmed its FY 2026 guidance.

The Netwealth Group Ltd (ASX: NWL) share price is marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) wealth management and technology company closed yesterday trading for $30.64. In morning trade on Thursday, shares are changing hands for $31.35 apiece, up 2.3%.

For some context, the ASX 200 is up 0.3% at this same time.

This outperformance follows the release of Netwealth's September quarterly business update.

Here's what's grabbing ASX investor interest today.

Netwealth share price lifts on funds growth

Investors are bidding up the Netwealth share price today after the company reported $120.8 billion in total funds under administration (FUA) at 30 September. That's up 26.6% on the prior corresponding period.

Netwealth's total FUA increased by $8.0 billion over the three months. That growth was driven by a first-quarter record FUA net flows of $4.1 billion and positive market movement of $3.9 billion.

The company's managed account net flows also posted a record quarter of $1.6 billion. That's an increase of 49.4% from the June quarter.

The Netwealth share price also looks to be getting support, with the company noting that its non-custodial FUA exceeded $1.0 billion for the first time, saying the appeal of this service was gaining traction.

Also showing growth, the company's total number of accounts increased by 3.2% during the quarter, to 167,380 accounts at 30 September.

And the growth in Netwealth's funds under management (FUM) was also a new record at $2.5 billion for the quarter. FUM at 30 September stood at $29.5 billion, up 31.3% on the prior corresponding period.

Netwealth also reaffirmed its previous FY 2026 guidance.

What else happened during the quarter?

The September quarter saw Netwealth announce a strategic partnership with financial market infrastructure provider FinClear. The partnership enables Netwealth to provide individual HIN data and trading access to investors and wealth professionals.

Commenting on the partnership that should help support the Netwealth share price longer term, CEO Matt Heine said:

We're excited to be adding individual HIN administration and reporting for our users, as part of our mission to continuously improve efficiencies, user experiences and customer options as we expand our platform to service greater segments of the Australian wealth management industry including stockbrokers and HNW firms.

When we set out to bring this additional offering to customers, FinClear was the clear choice of provider. We have tried and tested its proprietary tech, expertise and flexibility, and we knew it would be a straightforward and efficient process.

With today's intraday boost factored in, the Netwealth share price is up 19.2% over 12 months, not including dividends.

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

More on Financial Shares

a man blown off his feet sideways hangs on with one hand to a lamp post with an inside out umbrella in his other hand as he is lashed by wind and rain with a grey cloudy sky background.
Financial Shares

Are QBE shares a buy after recent slump?

A rise in natural disasters can affect the insurer, but analysts see upside.

Read more »

A woman wearing a flowing red dress, poses dramatically on a beach with the sea in the background.
Bank Shares

Own Westpac shares? Here are the dividend dates for 2026

Westpac shares paid 153 cents per share in dividends in 2025 and are tipped to pay 155 cents in 2026.

Read more »

Two people shake hands making a deal about green energy.
Broker Notes

Does Macquarie rate AUB Group shares a buy after the deal fell through?

The AUB Group takeover deal is dead, but the business is very much alive, with Macquarie still seeing good value…

Read more »

Accountant woman counting an Australian money and using calculator for calculating dividend yield.
Financial Shares

Own AMP shares? Here's your financial calendar for 2026

Macquarie says the next catalyst for AMP shares will be the FY25 results on 12 February.

Read more »

Man putting in a coin in a coin jar with piles of coins next to it.
Financial Shares

This insurance company is a compelling buy, despite a takeover falling through, analysts say

This insurance company's shares are still looking like good buying, analysts say, despite takeover suitors walking away from a potential…

Read more »

Two children hold on tightly to books hugged against their chests, as if they were holding on to ASX shares for the long term.
Financial Shares

Own IAG shares? Here are the dividend dates for 2026

Mark these dates in your diary for the new year.

Read more »

Happy young woman saving money in a piggy bank.
Broker Notes

This ASX All Ords stock has more than doubled investors' money since January. Here's why it's tipped to surge another 45%!

A leading broker expects more outsized gains from this rocketing ASX All Ords stock. Let’s see why.

Read more »

Happy couple at Bank ATM machine.
Financial Shares

Forget CBA shares and check out this buy-rated ASX financial stock

One leading broker thinks that investors should be buying this growing company's shares.

Read more »