Wam Capital Limited

WAM.ASX

One of Australia's leading Listed Investment Companies, is managed by Wilson Asset Management. Listed in August 1999, WAM provides investors with exposure to an actively managed diversified portfolio of undervalued growth companies, which are generally sm

Market Data

Price

$1.550

+0.0%
Market Cap

$1.8B

P/E Ratio

18.6x

EPS

$0.083

Div. Yield

10.00%

52-Week Change

-0.1%

Latest Earnings

2026 Half Year Results, partially franked div of 7.75cps

27 February 2026

NPAT
$24.10
-83.9% YoY
Dividend
$0.08

WAM Capital (ASX: WAM) reported HY2026 results for the six months to 31 December 2025, with its investment portfolio returning 2.0% — significantly underperforming both the S&P/ASX All Ordinaries Accumulation Index (+4.4%) and the S&P/ASX Small Ordinaries Accumulation Index (+17.4%), driven by headwinds facing small-cap industrial companies. Operating profit before tax fell sharply to $30.2M (from $208.7M in HY2025), while the Board maintained the interim dividend at 7.75 cents per share, partially franked at 60%. The profits reserve stands at 13.4 cents per share post-dividend, representing approximately 0.9 years of annual dividend coverage, and the share price trades at a 24% premium to NTA. Key points: Interim dividend maintained at 7.75 cents per share, partially franked at 60%, payable 29 May 2026; Since inception (Aug 1999), WAM Capital's investment portfolio has returned 15.3% per annum, outperforming the All Ordinaries Accumulation Index by 6.7% per annum; Profits reserve of 13.4 cents per share after payment of the interim dividend, providing approximately 0.9 years of annual dividend coverage

Recent Announcements

7 May 2026 Sph Neutral

Ceasing to be a substantial holder for GTK

GTK ceased to be a substantial holder.

7 Apr 2026 Sph Neutral

Ceasing to be a substantial holder for ASG

ASG ceased to be a substantial holder.

2 Apr 2026 Sph Neutral

Ceasing to be a substantial holder for MYG

MYG ceased to be a substantial holder.

24 Mar 2026 Sph Neutral

Becoming a substantial holder for CWP

CWP became a substantial holder (5.38%).

3 Mar 2026 Sph Neutral

Ceasing to be a substantial holder for EML

EML ceased to be a substantial holder.

27 Feb 2026 Actual Results Negative

2026 Half Year Results, partially franked div of 7.75cps

WAM Capital (ASX: WAM) reported HY2026 results for the six months to 31 December 2025, with its investment portfolio returning 2.0% — significantly underperforming both the S&P/ASX All Ordinaries Accumulation Index (+4.4%) and the S&P/ASX Small Ordinaries Accumulation Index (+17.4%), driven by headwinds facing small-cap industrial companies. Operating profit before tax fell sharply to $30.2M (from $208.7M in HY2025), while the Board maintained the interim dividend at 7.75 cents per share, partially franked at 60%. The profits reserve stands at 13.4 cents per share post-dividend, representing approximately 0.9 years of annual dividend coverage, and the share price trades at a 24% premium to NTA. Key points: Interim dividend maintained at 7.75 cents per share, partially franked at 60%, payable 29 May 2026; Since inception (Aug 1999), WAM Capital's investment portfolio has returned 15.3% per annum, outperforming the All Ordinaries Accumulation Index by 6.7% per annum; Profits reserve of 13.4 cents per share after payment of the interim dividend, providing approximately 0.9 years of annual dividend coverage

27 Feb 2026 Actual Results Neutral

Appendix 4D and Financial Report

WAM Capital (WAM) reported a significant decline in HY26 results, with net profit after tax of $24.1M versus $149.8M in the prior corresponding period, driven by a much weaker investment portfolio return of 2.0% compared to 14.9% in HY25. The sharp year-on-year decline is largely a function of lower unrealised and realised gains on investments ($26.6M vs $224.5M), reflecting subdued small-cap equity market conditions relative to the exceptional prior period, with the portfolio underperforming both the All Ordinaries and Small Ordinaries indices. The Board maintained the interim dividend at 7.75 cents per share (60% franked), and notably the total shareholder return was a strong 22.6% for the half, driven by a re-rating from a 1.5% NTA discount to a 20.4% NTA premium. Key points: Total Shareholder Return (TSR) of 22.6% for the half year (21.3% excluding franking credits), driven by the share price re-rating from a 1.5% NTA discount to a 20.4% NTA premium; Interim dividend maintained at 7.75 cents per share (60% franked), providing an annualised yield of 8.6% and grossed-up yield of 10.8% on the 31 December 2025 share price; Strong operating cash flow of $114.7M for the period, up significantly from $57.8M in the prior corresponding period, supported by high investment portfolio turnover

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