Helia Group Limited

HLI.ASX

Financials

Provider of lenders mortgage insurance in Australia.

Market Data

Price

$4.830

-0.0%
Market Cap

$1.4B

P/E Ratio

5.4x

EPS

$0.892

Div. Yield

26.09%

52-Week Change

-0.1%

Latest Earnings

2025 Full Year Results

25 February 2026

NPAT
$247.00
+12.0% YoY
EPS
$0.89
Dividend
$0.32

Helia Group delivered strong FY25 results with underlying NPAT up 12% to $247.0M and statutory NPAT up 6% to $244.9M. The company declared a generous 16 cent fully franked ordinary dividend plus 67 cent partially franked special dividend, totaling $343M in returns to shareholders. Despite losing the CBA contract worth $105M GWP, Helia maintained strong profitability with negative claims and expects insurance revenue of $320-370M in FY26. Key points: Strong underlying NPAT growth of 12% to $247.0M with underlying ROE of 23.5%; Exceptional claims performance with negative total incurred claims ratio of -17.0%; Generous capital returns totaling $343M including 67 cent special dividend

Recent Announcements

29 May 2026 Sph Neutral

Becoming a substantial holder from MUFG

MUFG became a substantial holder (5.09%).

19 May 2026 Sph Neutral

Ceasing to be a substantial holder from MUFG

MUFG ceased to be a substantial holder.

18 May 2026 Sph Neutral

Ceasing to be a substantial holder

First Sentier Group Limited ACN 630 725 558 ceased to be a substantial holder.

7 May 2026 Sph Neutral

Becoming a substantial holder from MUFG

MUFG became a substantial holder (5.20%).

7 May 2026 Sph Neutral

Becoming a substantial holder

First Sentier Group Limited ACN 630 725 558 became a substantial holder (5.20%).

1 May 2026 Guidance Neutral

1Q26 APRA lodgement and trading update

Helia Group Limited (ASX:HLI) reported its 1Q26 APRA lodgement on 30 April 2026, showing gross written premium declined 32% to $34.5m due to loss of CBA business and competition from the government's 5% deposit scheme, while insurance revenue fell 9% to $84.3m and net profit after tax decreased to $42.9m from $68.2m in the prior year quarter, though claims remained low at -$9.5m.

14 Apr 2026 Sph Neutral

Ceasing to be a substantial holder from MUFG

MUFG ceased to be a substantial holder.

13 Apr 2026 Sph Neutral

Ceasing to be a substantial holder

First Sentier Group Limited ACN 630 725 558 ceased to be a substantial holder.

25 Feb 2026 Supplementary Neutral

2025 Full Year Results Investor Presentation

Helia Group Limited released its 2025 Full Year Results presentation showing statutory net profit after tax of $244.9m (up 5.8% from FY24) and underlying net profit of $247.0m (up 11.8%), with gross written premium up 23% to $240m driven by higher market share and lending volumes, and a fully franked ordinary dividend of 32 cents per share plus partially franked special dividends of 94 cents per share declared.

25 Feb 2026 Actual Results Positive

2025 Full Year Results

Helia Group delivered strong FY25 results with underlying NPAT up 12% to $247.0M and statutory NPAT up 6% to $244.9M. The company declared a generous 16 cent fully franked ordinary dividend plus 67 cent partially franked special dividend, totaling $343M in returns to shareholders. Despite losing the CBA contract worth $105M GWP, Helia maintained strong profitability with negative claims and expects insurance revenue of $320-370M in FY26. Key points: Strong underlying NPAT growth of 12% to $247.0M with underlying ROE of 23.5%; Exceptional claims performance with negative total incurred claims ratio of -17.0%; Generous capital returns totaling $343M including 67 cent special dividend

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