Summerset Group Holdings Limited Ordinary Shares
SUM.NZXHealth Care
Summerset is the third largest operator and the second largest developer of retirement villages and aged care facilities in New Zealand. Summerset is one of the few retirement village operators to provide a continuum of care at its Villages. Summerset ordinary shares commenced trading on the NZSX on Tuesday 01 November 2011.
Market Data
$8.140
+0.0%$2.0B
7.5x
$1.079
3.04%
-0.3%
Recent Announcements
ASX Appendix 2A
Summerset Group Holdings Limited applied for quotation of 279,630 ordinary fully paid foreign exempt shares issued under an employee incentive scheme on July 20, 2026, at an issue price of NZD 8.51 per share, with key management personnel Scott Scoullar and Margaret Warrington each receiving 117 shares.
Notice of Allotment of Securities
Summerset Group Holdings Limited allotted 279,630 ordinary shares on 20 July 2026 at $8.5105 per share pursuant to its Employee Share Purchase Scheme, representing 0.11% of the total share class.
Summerset Welcomes Alison Barrass to Board
Summerset Group Holdings Limited announced the appointment of Alison Barrass as a non-executive independent director effective September 1, 2026, replacing Gráinne Troute who is retiring after 10 years on the board. Barrass brings extensive governance experience across multiple sectors and will chair the People & Culture Committee from October 1, 2026.
2Q26 Metrics – Sales of Occupation Rights
Summerset Group Holdings Limited reported 448 sales of occupation rights in Q2 2026 (221 new sales and 227 resales), with first-half 2026 sales up 17% year-over-year; the company also reduced its New Zealand build rate by 50 homes to 600-650 units for FY26 in response to economic conditions, while maintaining its group delivery guidance of 700-800 homes.
SPH Notice - New Zealand Superannuation Fund Nominees Ltd
New Zealand Superannuation Fund Nominees Ltd changed substantial holding from 4.994% to 5.048%.
SPH Notice - New Zealand Superannuation Fund Nominees
New Zealand Superannuation Fund Nominees disclosed a change in substantial holding (5.048%).
Ongoing Disclosure Notice
Fiona Oliver, an Independent Director of Summerset Group Holdings Limited, acquired 1,500 ordinary shares on 26 May 2026 for $11,550.00 (approximately $7.70 per share), increasing her beneficial interest from 11,157 to 12,657 shares held by John Dennehy.
Summerset Group Holdings Investor Day Presentation
Summerset Group Holdings held an investor day presentation on May 1, 2026, at its first Australian village, Cranbourne North, showcasing progress on Australian expansion across four development sites (Cranbourne North, Chirnside Park, Oakleigh South, and Torquay) and reporting resilient sales performance despite Middle East geopolitical uncertainty and fuel price inflation, with management noting construction cost escalations of approximately 1.3% and operational cost increases of 6%, while maintaining flexibility to adjust growth targets if economic conditions deteriorate.
Ongoing Disclosure Notice
Fiona Oliver, Independent Director of Summerset Group Holdings Limited, acquired 1,750 ordinary shares (NZX: SUM) on 24 April 2026 for $14,756.80, with the shares registered to Fiona Oliver and Juliet Hyatt-Brown as trustees of the Grasmere Family Trust. Oliver's total relevant interest in SUM shares is now 11,157 shares.
Outcome of Summerset Annual Meeting
Summerset Group Holdings Limited held its annual shareholder meeting on 21 April 2026, where all four ordinary resolutions passed with strong majorities (99.83-99.96% approval). The resolutions authorized the Board to fix auditors' remuneration and re-elected Dr Andrew Wong, Venasio Crawley, and Fiona Oliver as Directors, with Wong's reappointment noted as his final term.
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