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Visual22 Oct 2025
Epiroc's cash spent on M&A
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.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%.
How does Argo manage US market concentration?
What is the rationale for recent sales?
How does AI impact portfolio strategy?
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Next Argo Investments earnings date
H1 20261 Feb, 2026
Next Argo Investments earnings date
H1 20261 Feb, 2026
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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.
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