Forecast: Here's what $5,000 invested in Macquarie shares could be worth next year

What could happen next for the investment bank's shares?

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Key points

  • Macquarie Group's net profit increased by 3% to $1.65 billion in HY26, with Asset Management and Banking segments showing strong growth, while the Commodities segment experienced a decrease.
  • UBS suggests a potential 9% rise in Macquarie’s share price, with a $5,000 investment possibly delivering $460 in capital growth plus a 3.3% dividend yield over FY26.
  • Despite current underperformance, UBS anticipates profit growth in the coming years, predicting net profit increases up to FY30, but maintains a neutral rating due to cyclical challenges.

The Macquarie Group Ltd (ASX: MQG) share price has taken a bit of a dive this month following the investment bank's FY26 first-half result. It's down 5% following its result and it's down 10% from 22 October 2025, as the chart below shows.

What a business reports plays a key role in how the share price performs. Let's remind ourselves what owners of Macquarie shares saw recently.

Macquarie reported that its HY26 net profit grew by 3% year-over-year to $1.65 billion.

Looking at the individual segments, let's start with Macquarie Asset Management (MAM) – its net profit contribution rose 43% to $1.17 billion, primarily driven by higher performance fees.

The banking and financial services (BFS) segment achieved a net profit contribution of $793 million, up 22% year-over-year. The home loan portfolio and deposits both grew, benefiting the company's bottom line.

The commodities and global markets (CGM) segment saw net profit decline by 15% to $1.11 billion. Higher expenses impacted profit, with increased investments in the CGM platform, remediation-related spending and significant transaction-related costs.

Macquarie Capital (the investment banking segment) saw its net profit rise 92% to $711 million. The result reflected higher fee income from mergers and acquisitions and brokerage, as well as higher net income on the private credit portfolio.

That's the past, let's take a look at what could happen next.

How could a $5,000 investment in Macquarie shares perform?

The broker UBS currently has a price target of $225 on the business, suggesting a possible rise of around 9% from where it is today.

Therefore, based on that price target, a $5,000 investment could deliver capital growth of $460 over the next year, becoming $5,460. On top of that, UBS is suggesting the investment bank could deliver a dividend yield of 3.3% over FY26.

Why does UBS think the Macquarie share price could rise?

The broker said Macquarie is a "quality compounder but finds itself in a soft patch". UBS said there are cyclical factors at play driving its underperformance, but if this underperformance continues then a "strategic reshuffle around group structure and assets might be warranted", especially if the Macquarie share price falls further.

UBS is still predicting that the Macquarie net profit could rise to $4.08 billion in FY26 and then the net profit could grow in each of the subsequent financial years.

It could make net profit of $4.4 billion in FY27, $4.75 billion in FY28, $5.2 billion in FY29 and $5.5 billion in FY30.

The company may deliver solid net profit growth in the coming years, though UBS only has a neutral rating on Macquarie shares.

Motley Fool contributor Tristan Harrison 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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. 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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