Logotype for Argo Investments Limited

Argo Investments (ARG) investor relations material

Argo Investments AGM 2025 Presentation summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Argo Investments Limited
AGM 2025 Presentation summary21 Oct, 2025

Financial performance and returns

  • Net profit increased to $259.8m, with total assets rising to $8.0b and earnings per share at 34.1c as of 2025.

  • Net tangible assets per share reached $10.43, and full year fully franked dividends rose to 37.0c per share.

  • Total shareholder return for 1 year was 13.1%, with a 10-year annualized return of 9.0%.

  • $10,000 invested in 2005 grew to $46,825 by September 2025, including dividends and franking.

  • Management expense ratio remained low at 0.15%.

Investment strategy and portfolio

  • Focus on maximizing long-term shareholder returns through reliable, fully franked dividends and capital growth.

  • Portfolio is diversified across banks (15.8%), materials (14.6%), financials (14.2%), and other sectors.

  • Top 20 equity investments account for 64% of the portfolio, with major holdings in Macquarie, BHP, CBA, and Wesfarmers.

  • Recent purchases include Rio Tinto, Amcor, Sonic Healthcare, Worley, BHP, and CSL.

  • Recent sales include Healius, Eagers Automotive, Macquarie, Wesfarmers, and Lynas Rare Earths.

Shareholder benefits and tax efficiency

  • Offers low-cost, internally managed structure with an experienced board and management team.

  • Delivers fully franked, sustainable dividends and maintains a strong, debt-free balance sheet.

  • Provides a unique LIC capital gain tax deduction benefit to eligible shareholders.

  • Dividend yield, including franking, stands at 5.8%.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Argo Investments earnings date

Logotype for Argo Investments Limited
H1 20261 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Argo Investments earnings date

Logotype for Argo Investments Limited
H1 20261 Feb, 2026

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Argo Investments Limited is an Australian investment company that focuses on managing a diversified portfolio of publicly listed Australian equities. The company provides shareholders with exposure to a broad range of sectors through long-term investments in established companies across industries such as financials, healthcare, consumer goods, and resources. Argo Investments seeks to deliver steady income and capital growth by adhering to a disciplined, conservative investment approach without specific sector concentration. The company is headquartered in Adelaide, Australia, and its shares are listed on the ASX.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage