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Macquarie Group (MQG) investor relations material
Macquarie Group AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
The meeting opened with a Chair's update, followed by a review of FY26, a 1Q27 update, FY27 outlook, formal business, and a glossary.
Financial performance review
FY26 profit reached $A4,847m, up 30% on FY25, with operating income at $A19,477m, a 13% increase.
Return on equity for FY26 was 14.0%, up 25% from FY25, and basic earnings per share rose to $A12.77, a 30% increase.
All four operating groups delivered higher net profit contributions, with Commodities and Global Markets up 49% and Macquarie Capital up 43%.
57 years of unbroken profitability and a 15,211% total shareholder return since listing.
Board and executive committee updates
Shemara Wikramanayake will retire as Managing Director and CEO on 6 November 2026, succeeded by Greg Ward.
Ben Perham will become Group Head of Banking and Financial Services, joining the Executive Committee.
Susan Lloyd-Hurwitz is seeking re-election to the Board, and William Vereker is seeking election.
- Profit contributions rose across all segments, with robust capital and liquidity maintained.MQG
Q3 2026 TU9 Jul 2026 - FY25 profit up 5%, dividends rose, digital and climate initiatives advanced, climate proposals failed.MQG
AGM 20258 Jul 2026 - EMEA growth accelerates with sector focus, low credit losses, and digital infrastructure investments.MQG
Investor Tour 2025 Day 28 Jul 2026 - Net profit up 3% to $A1,655m, strong segment growth, robust capital, and cautious outlook.MQG
H1 20268 Jul 2026 - Deliberate EMEA growth, digital expansion, and energy transition drive stable, diversified earnings.MQG
Investor Tour 2025 Day 48 Jul 2026 - Net profit up 14% year-over-year to $A1,612m, with strong capital and mixed segment results.MQG
H1 202528 May 2026 - Net profit up 5% to AUD 3.715B, with strong capital and a final dividend of AUD 3.90 per share.MQG
H2 202528 May 2026 - Net profit surged 30% to AUD 4.847 billion, with record segment growth and strong capital metrics.MQG
H2 202628 May 2026 - EMEA drives growth with diversified assets, record fundraising, and expansion in green and digital sectors.MQG
Investor Tour 2025 Day 33 Feb 2026
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