About Magellan Financial Group Limited (MFG)
Magellan Financial Group Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia. MFG has been publicly traded since 2004, giving it 22+ years of trading history.
Magellan Financial Group Limited (MFG) has been publicly traded since 2004, making it a 22-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in Sydney, Australia and employs approximately 111 people. With a market capitalization of A$1856 million, MFG is a smaller company with higher growth potential.
MFG trades on the Australian Securities Exchange and is classified as a small-cap-cap stock with a market capitalization of approximately A$1856 million. The company employs approximately 111 people worldwide.
Key Statistics
- Current Price
- A$10.12
- Market Cap
- A$1.86B
- 52-Week High
- A$11.80
- 52-Week Low
- A$6.29
- Sector
- Financial Services
- Industry
- Asset Management
MFG Investment Performance
MFG has gained 5.9% year-to-date in 2026. Over the past 5 years, a A$1,000 investment in MFG would have grown to A$344, representing a -65.6% total return. Since its IPO in 2004, a A$1,000 investment would now be worth A$24,517.
A$1,000 Invested in Magellan Financial Group Limited (MFG)
How much would A$1,000 invested in MFG be worth today?
What would A$1,000 invested in MFG 1 year ago be worth today?
A A$1,000 investment in Magellan Financial Group Limited (MFG) in 2025 would be worth A$1,440 as of March 2026, representing a +44.0% total return.
What would A$1,000 invested in MFG 3 years ago be worth today?
A A$1,000 investment in Magellan Financial Group Limited (MFG) in 2023 would be worth A$1,499 as of March 2026, representing a +49.9% total return.
What would A$1,000 invested in MFG 5 years ago be worth today?
A A$1,000 investment in Magellan Financial Group Limited (MFG) in 2021 would be worth A$344 as of March 2026, representing a -65.6% total return.
What would A$1,000 invested in MFG 10 years ago be worth today?
A A$1,000 investment in Magellan Financial Group Limited (MFG) in 2016 would be worth A$834 as of March 2026, representing a -16.6% total return.
What would A$1,000 invested in MFG at IPO be worth today?
A A$1,000 investment in Magellan Financial Group Limited (MFG) at IPO would be worth A$24,517 as of March 2026, representing a +2351.7% total return.
Monthly Returns Heatmap
Over the past 21+ years (261 months), Magellan Financial Group Limited (MFG) has averaged a monthly return of +2.01% with a median return of +0.84%. The stock had 135 positive months (52%) and 121 negative months (46%). The best month in MFG's history was September 2006 with a +100.0% return, while the worst was December 2021 at -36.0%. Historically, July tends to be the strongest month (averaging +6.7%), and January the weakest (-2.1%).
MFG's longest winning streak was 9 consecutive months of gains, while its longest losing streak was 7 consecutive months of losses. The best full year was 2012 with a cumulative return of +152.8%, and the worst was 2008 at -94.9%.
Annual Returns
Over 22 years of trading history, Magellan Financial Group Limited (MFG) has delivered an average annual return of +39.60% with a median return of +11.34%. The compound annual growth rate (CAGR) is +15.82%. The stock posted gains in 12 years (55%) and losses in 10 years (45%).
MFG's best year was 2012 with a +308.74% gain, while the worst was 2008 at -69.23%. The longest streak of consecutive positive years was 4, and the longest losing streak was 3 years. MFG achieved double-digit gains (10%+) in 11 years. It suffered double-digit losses in 6 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | +5.88% | A$9.56 | A$10.12 |
| 2025 | -3.38% | A$9.89 | A$9.56 |
| 2024 | +28.02% | A$7.73 | A$9.89 |
| 2023 | +16.81% | A$6.62 | A$7.73 |
| 2022 | -53.35% | A$14.18 | A$6.62 |
| 2021 | -58.60% | A$34.25 | A$14.18 |
| 2020 | -2.74% | A$35.22 | A$34.25 |
| 2019 | +152.99% | A$13.92 | A$35.22 |
| 2018 | -8.22% | A$15.17 | A$13.92 |
| 2017 | +17.43% | A$12.91 | A$15.17 |
| 2016 | -9.30% | A$14.24 | A$12.91 |
| 2015 | +71.46% | A$8.30 | A$14.24 |
| 2014 | +57.73% | A$5.27 | A$8.30 |
| 2013 | +98.46% | A$2.65 | A$5.27 |
| 2012 | +308.74% | A$0.65 | A$2.65 |
| 2011 | -18.75% | A$0.80 | A$0.65 |
| 2010 | +89.01% | A$0.42 | A$0.80 |
| 2009 | +89.58% | A$0.22 | A$0.42 |
| 2008 | -69.23% | A$0.72 | A$0.22 |
| 2007 | -27.48% | A$1.00 | A$0.72 |
| 2006 | +202.77% | A$0.33 | A$1.00 |
| 2005 | -16.67% | A$0.40 | A$0.33 |
MFG Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Magellan Financial Group Limited as an investment
Valuation
MFG currently trades at a trailing P/E ratio of 12.5, which is considered low relative to the broader market. The forward P/E of 12.5 suggests analysts expect earnings to be higher in the coming year. The price-to-book ratio stands at 1.8. The price-to-sales ratio is 7.1.
Dividends
Magellan Financial Group Limited pays a dividend to shareholders with a current yield of 6.46%. This translates to A$0.65 per share annually. The payout ratio of 65% indicates moderate dividend coverage.
Risk & Volatility
MFG has a beta of 0.68, indicating it is less volatile than the overall market. The stock's 52-week range is A$6.29 to A$11.80, and it currently trades in the upper half of its 52-week range.
Analyst Ratings
Based on 8 analyst opinions, MFG has a consensus "hold" rating. The average price target of A$9.92 suggests 2.0% downside from current levels.
Frequently Asked Questions: MFG
What sector is MFG in? ▼
MFG operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has MFG performed historically? ▼
Over 22 years of trading history, MFG has posted gains in 12 years (55% of the time). The best year was 2012 with a +308.7% return. Past performance does not guarantee future results.
How can I invest in MFG? ▼
You can invest in MFG through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold MFG.
Does MFG pay dividends? ▼
Magellan Financial Group Limited pays a dividend to shareholders with a current yield of 6.46%. This translates to A$0.65 per share annually. The payout ratio of 65% indicates moderate dividend coverage.
What does Magellan Financial Group Limited do? ▼
Magellan Financial Group Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia.
What sector is MFG in? ▼
MFG operates in the Financial Services sector, specifically in the Asset Management industry.
When did MFG go public? ▼
Magellan Financial Group Limited went public in 2004, making it a 22-year-old public company as of 2026.
How much would A$1,000 invested in MFG 5 years ago be worth today? ▼
A A$1,000 investment in MFG five years ago would be worth approximately A$344 today, representing a -65.6% return.
How much would A$1,000 invested in MFG 10 years ago be worth today? ▼
A A$1,000 investment in MFG ten years ago would be worth approximately A$834 today, representing a -16.6% total return over the decade.
What is MFG's 3-year return? ▼
Over the past 3 years, MFG has returned 49.9%. A A$1,000 investment would have grown to A$1,499.
How much would A$1,000 invested in MFG at IPO be worth today? ▼
If you invested A$1,000 in MFG at its IPO in 2004, it would be worth approximately A$24,517 today, a 2,351.7% return over 22 years.
Does MFG pay dividends? ▼
Yes, Magellan Financial Group Limited pays a dividend with a current yield of 6.46%, which is A$0.65 per share annually.
What is MFG's market cap? ▼
Magellan Financial Group Limited has a market capitalization of A$1856 million, classifying it as a small-cap company.
What is MFG's P/E ratio? ▼
MFG has a trailing P/E ratio of 12.5 and a forward P/E of 12.5, which measures how much investors are paying per dollar of earnings.
Is MFG a buy, hold, or sell? ▼
Based on 8 opinions, MFG has a consensus "hold" rating. The average price target is A$9.92.
Last updated: 3/15/2026