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Summerset Group Holdings Limited (SUM) Stock Price & Analysis

SUM Stock Chart & Stats

NZ$6.56NZ$0.06(0.92%)
At close: 4:45 PM GMT+13
NZD 7NZD 83 Aug17 Aug31 Aug14 Sep28 Sep12 Oct27 Oct
Day’s Range
NZD 6.37 - NZD 6.56
52-Week Range
NZD 6.25 - NZD 12.80
Previous Close
NZD 6.50
Volume
111.79K
Average Volume (3M)
230.47K
Market Cap
NZD 1.61B
Enterprise Value
NZD 4.18B
Total Cash (Recent Filing)
NZD 14.10M
Total Debt (Recent Filing)
NZD 2.08B
Price to Earnings (P/E)
5.2
Beta
0.88
Next Earnings
Feb 24, 2027 (Est.)
EPS Estimate
0.41
Last Dividend Ex-Date
Sep 08, 2026
Dividend Yield
2.61%

Bulls Say, Bears Say

Bulls Say

Strong Cash Generation

Robust operating cash flow and consistently meaningful free cash flow indicate that reported earnings are supported by cash conversion. This gives Summerset greater capacity to fund village development, service obligations, and shareholder distributions while reducing reliance on external financing.

Revenue And Operating Growth

Higher revenue, strong unit sales, improved development margins, and cost efficiencies show that Summerset is expanding both its village platform and operating contribution. These factors can support durable earnings growth as new villages and care offerings mature.

Demand And Market Position

A leading growth position in New Zealand, strong demand at key villages, and a developing Australian pipeline provide a platform for continued resident and village expansion. Scale across retirement living and care services can reinforce brand reach and operating capabilities.

Bears Say

Rising Leverage And Weaker Returns

Increasing debt relative to equity reduces financial flexibility and raises the capital burden attached to future development. The decline in return on equity also indicates that the larger capital base is currently producing less efficient returns, which may constrain sustainable profit growth.

Volatile Earnings Quality

Revenue growth has not translated consistently into profit growth, as margins and net income vary materially between periods. This weakens confidence in recurring earnings power and makes results more dependent on development, valuation-related, or other non-stable contributors.

Slower New Zealand Build Rate

Reducing the New Zealand build rate may moderate near-term village capacity additions and delay the conversion of development opportunities into occupation-right sales. Although group deliveries remain on track, the decision signals a more cautious expansion path in a core market.

Summerset Group Holdings Limited News

SUM FAQ

What was Summerset Group Holdings Limited’s price range in the past 12 months?
Summerset Group Holdings Limited lowest stock price was NZ$6.25 and its highest was NZ$12.80 in the past 12 months.
What is Summerset Group Holdings Limited’s market cap?
Summerset Group Holdings Limited’s market cap is NZ$1.61B.
When is Summerset Group Holdings Limited’s upcoming earnings report date?
Summerset Group Holdings Limited’s next earnings report is estimated for Feb 24, 2027 (not yet confirmed), which is in 115 days.
How were Summerset Group Holdings Limited’s earnings last quarter?
Summerset Group Holdings Limited released its earnings results on Aug 26, 2026. The company reported NZ$0.423 earnings per share for the quarter, beating the consensus estimate of NZ$0.098 by NZ$0.325.
Is Summerset Group Holdings Limited overvalued?
According to Wall Street analysts Summerset Group Holdings Limited’s price is currently Undervalued.
Does Summerset Group Holdings Limited pay dividends?
Summerset Group Holdings Limited pays a Semiannually dividend of NZ$0.038 which represents an annual dividend yield of 2.61%. See more information on Summerset Group Holdings Limited dividends here
What is Summerset Group Holdings Limited’s EPS estimate?
Summerset Group Holdings Limited’s EPS estimate is 0.41.
How many shares outstanding does Summerset Group Holdings Limited have?
Summerset Group Holdings Limited has 244,915,540 shares outstanding.
What happened to Summerset Group Holdings Limited’s price movement after its last earnings report?
Summerset Group Holdings Limited reported an EPS of NZ$0.423 in its last earnings report, beating expectations of NZ$0.098. Following the earnings report the stock price went up 9.013%.
Which hedge fund is a major shareholder of Summerset Group Holdings Limited?
Currently, no hedge funds are holding shares in NZ:SUM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology