Bell Financial Group
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Bell Financial Group (BFG) investor relations material

Bell Financial Group H1 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H1 2026 earnings summary12 Aug, 2026

Executive summary

  • Net profit after tax for the half year was $21.7 million, up between 132.4% and 133.3% year-over-year, driven by strong market conditions and trading activity.

  • Revenue reached $165.6 million, a 36.4% increase compared to the prior corresponding period.

  • Record earnings per share of 6.8 cents, up 134.5% year-over-year, enabled a higher dividend payout.

  • Fully franked interim dividend of 5.0 cents per share declared, up from 3.0 cents in the prior interim period.

  • Five strategic priorities are delivering measurable business transformation, including product innovation and digital transformation.

Financial highlights

  • Revenue: $165.6 million (up from $121.5 million year-over-year); NPAT: $21.7 million (up from $9.3 million year-over-year).

  • Earnings per share increased 134.5% to 6.8¢; interim dividend up 66.7% to 5.0¢ per share.

  • Return on equity improved to 12.2%, up 112.8% year-over-year.

  • EBITDA margin rose to 20.1% from 12.8%; NPAT margin increased to 13.1% from 7.7%.

  • Funds under advice at $91.4b, a slight 0.8% decrease since December 2025, mainly due to lower Australian equity market values.

Outlook and guidance

  • Markets expected to remain volatile due to geopolitical tensions, inflation, and central bank policies.

  • Diversified business model and expansion into holistic wealth management are expected to support resiliency.

  • Ongoing development of digital client portals and assessment of strategic acquisition opportunities.

  • Planned launch of new model portfolios and digital applications in 2H26.

  • Directors report no matters or circumstances post-period end that may significantly affect future operations.

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Frequently asked questions

Bell Financial Group Limited is an Australian financial services company specializing in stockbroking, investment, and advisory services. Through its network of brands, including Bell Potter Securities and Bell Direct, the company offers services such as equities trading, portfolio management, financial planning, and superannuation solutions. Bell Financial Group caters to individual investors, institutions, and corporations, providing tools for wealth management and investment strategy. The company operates primarily in Australia and also has a presence in key international markets. Bell Financial Group Limited is headquartered in Melbourne, Australia, and its shares are listed on the ASX.