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Wam Leaders
Wam Leaders (WLE) investor relations material
Wam Leaders H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary10 Mar, 2026
Executive summary
Operating profit before tax for HY2026 reached $136.98 million, up from $48.00 million in the prior year, with profit after tax of $99.94 million.
Investment portfolio rose 8.4% in the six months to 31 Dec 2025, outperforming the S&P/ASX 200 by 4.8%.
Total shareholder return for the half was 16.8% including franking credits, with share price discount to NTA narrowing from 7.8% to 0.7%.
Increased fully franked interim dividend declared at 4.8 cents per share, payable April 2026.
Total dividends paid since inception in June 2021 amount to 18.75 cents per share, or 26.8 cents per share including franking credits.
Financial highlights
Net realised and unrealised gains on investments and FX: $124.07 million (2024: $28.46 million).
Portfolio delivered a 9.8% return in the six months to 31 December 2025, before expenses, fees, and taxes.
Grossed-up dividend yield, including franking credits, stands at 10%.
Pre-tax NTA at 31 January 2026 was $1.33 per share, with a share price of $1.15.
Basic and diluted EPS: 7.27 cents (2024: 2.86 cents).
Outlook and guidance
Remain constructive on equities, pivoting towards quality stocks due to shortened cyclical uptick.
Board remains committed to paying fully franked dividends, subject to profit reserves and franking credits.
Expect continued volatility and recommend nimble, quality-focused positioning.
Interim dividend of 3.25 cents per share fully franked, with key dates set for May 2026.
No changes to principal investment activity or strategy anticipated.
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Latest events from Wam Leaders
- 12.5% annualized return, 2.8% yearly, and 7.2% fully franked dividend yield.WLE
H2 202421 Jan 2026 - 11.8% annualized return since inception, 7.9% YTD gain, and 10.1% grossed-up yield.WLEH2 20255 Sep 2025
- Profit and dividend rose as portfolio shifts to fundamentals and expands post-acquisition.WLEH1 20256 Jun 2025
- WAM Leaders anticipates 2025 volatility as an opportunity, backed by strong returns and dividends.WLEInvestor Update6 Jun 2025
Next Wam Leaders earnings date
H2 202620 Aug, 2026
Wam Leaders
Next Wam Leaders earnings date
H2 202620 Aug, 2026
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