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Macquarie Group (MQG) investor relations material
Macquarie Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary6 Nov, 2025
Executive summary
Net profit attributable to shareholders for the first half of FY2026 was AUD 1.655 billion, up 3% year-over-year but down 21% sequentially, with ROE at 9.6%.
Net operating income rose 6% year-over-year to AUD 8.691 billion, while operating expenses increased 5% to AUD 6.239 billion, mainly due to higher employment and technology costs.
Interim dividend declared at AUD 2.80 per share, 35% franked, with a 64% payout ratio.
Earnings mix: 16% market-facing, 56% annuity-style, 28% from financing and performance fees.
Asset management, banking, and capital segments saw increased contributions, while commodities and global markets (CGM) profit declined due to higher expenses.
Financial highlights
Macquarie Asset Management profit up 43% to AUD 1.175 billion, driven by global performance fees.
Banking and Financial Services profit up 22% to AUD 793 million, with strong growth in home loans and deposits.
CGM profit down 15% to AUD 1.113 billion, impacted by subdued commodity markets and increased platform investment.
Macquarie Capital profit up 92% to AUD 711 million, led by advisory and private credit growth.
Fee and commission income rose 18% to AUD 3.901 billion, with higher performance and M&A fees.
Outlook and guidance
Asset Management base fees expected broadly in line, with net operating income and performance fees significantly up.
Banking and Financial Services to see continued loan and deposit growth, but margin pressure persists.
Macquarie Capital transaction activity and investment-related income expected to be up, supported by private credit.
CGM income expected broadly in line, with ongoing contributions from asset finance and financial markets.
Guidance subject to market, economic, FX, and regulatory uncertainties.
Rationale for Green Investments transfer
BFS strategy to counter margin compression
Drivers of MacCap's private credit growth
Green assets: Future divestment strategy & risks?
CGM platform investment: ROE impact & timeline?
Private credit growth: Strategy & risk management?
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Next Macquarie Group earnings date
Q3 20269 Feb, 2026
Next Macquarie Group earnings date
Q3 20269 Feb, 2026
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Frequently asked questions
Macquarie Group Limited provides diversified financial services in Australia, the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's operating divisions include Macquarie Capital (Macquarie Capital), Macquarie Infrastructure and Real Assets (MIRA), Macquarie European Infrastructure Fund Limited, Macquarie European Investment Fund Limited, Macquarie Capital Trust I (MACI), and Macquarie Bank. It also has an investment management business through which it offers comprehensive products and services across equity, fixed-income, derivatives, as well as private wealth management to institutional clients. The company operates in three segments: Corporate Finance; Institutional Banking; and Asset Management.
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