Up 813% in 5 years, why Macquarie expects this surging ASX 200 stock to keep outperforming in 2026

Macquarie forecasts more outperformance from this surging ASX 200 stock. Let's see why.

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Key points

  • Generation Development Group Ltd (ASX: GDG) shares have gained 63% in 2025 and are up 813% over five years.
  • Macquarie Group Ltd has initiated coverage with an outperform rating, highlighting GDG's strong market positions and substantial growth rates in investment bonds, managed accounts, and research & ratings.
  • With a robust recurring revenue model, strategic acquisitions, and favourable legislative tailwinds, the broker said that GDG looks poised for continued earnings growth.

S&P/ASX 200 Index (ASX: XJO) stock Generation Development Group Limited (ASX: GDG) is on a tear.

Shares in the diversified financial services business closed up 0.5% on Monday, ending the day trading for $5.65 apiece.

While that's down more than 25% from the stock's all-time closing high of $7.60 a share, posted on 15 October, the Generation Development share price remains up 63% in 2025.

And investors who bought the ASX 200 stock five years ago will now be sitting on gains of 813% today.

If you don't own shares yet, the good news is that, according to the team at Macquarie Group Ltd (ASX: MQG), Generation Development is well-placed to keep outperforming in 2026.

With "leading market positions in investment bonds, managed accounts, and research & ratings, GDG is delivering high growth rates across its three segments", Macquarie said.

Indeed, at its full year FY 2025 results (for the 12 months to 30 June), the company reported a 191% year-on-year increase in revenue to $141.3 million. And on the bottom line, underlying net profit after tax (NPAT) of $30.2 million was up 170% from FY 2024.

ASX 200 stock tipped to deliver more outsized gains

Macquarie initiated coverage on Generation Development last Friday with an outperform rating.

Commenting on its bullish outlook for the ASX 200 stock, the broker said:

GDG has expanded to become a market leader in the high-growth managed account sector, through its acquisition of Evidentia and increased 100% ownership of Lonsec.

The managed account segment is set to drive the next stage of growth for GDG, with a TAM of $200bn+ and forecast FUM CAGR of 15% from 2024-30E. By consolidating Evidentia and Lonsec managed accounts, GDG has strengthened it market leading position in this highly fragmented market, with unparalleled distribution capability and further synergistic benefits to come as it increases scale.

Macquarie also expects further growth from Generation Development's Generation Life segment.

According to the broker:

GDG's Generation Life segment, providing investment bonds and annuities, benefits from tax reform and superannuation changes. We expect legislative tailwinds will drive structural growth in the industry. GenLife is well-positioned to capture a high share of inflows.

And there's nothing like recurring revenue to give investors some peace of mind.

On that front, Macquarie noted:

GDG has a recurring revenue model across each of its segments with Evidentia and GenLife operating an asset based fee model with predictable recurring revenue streams from mgmt and admin fees. Lonsec research house also has ~96% recurring revenue derived from contracted research and subscription fees.

Concluding that the ASX 200 stock "is well positioned to rapidly grow earnings", Macquarie said, "We believe there is further upside as GDG continues to invest for growth and execute well."

The broker has a 12-month price target on Generation Development of $6.70 a share. That represents a potential upside of more than 18% above Monday's closing price.

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 Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Generation Development 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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