Quilter (JSE: QLT)
Last traded- Open
- R38.56
- Prev Close
- R38.28
- Day High
- R38.92
- Day Low
- R38.31
Key statistics
| Market cap | R51.9B |
|---|---|
| P/E | 20.1 |
| EPS | N/A |
| Div yield | 0.17% |
| 52W high | R45.69 |
| 52W low | R36.37 |
| Volume | 999K |
| Listed | N/A |
Price and fundamentals data is supplied by EODHD, with Yahoo Finance as a fallback source. Sentiment is computed by StockTalk SA from 13 live member stances recorded by registered members on this page.
QLT trading at 41.79 still looks reasonable for a wealth manager with that dividend yield, though the earnings growth needs to accelerate to justify staying here much longer. Assets under administration have been solid but the fee compression in the industry keeps me cautious on
QLT down 0.71% on no real news, trading around R42.21 where the dividend yield still sits above 5% on a P/E under 10. Cheap on paper, but the wealth management sector's headwinds aren't solved by valuation alone.
QLT up just over 1% today, nothing dramatic but the financials are grinding higher as bond yields settle. At these levels the dividend yield is still respectable, though I'd want to see some revenue momentum before getting too excited about the bounce.
QLT's dividend yield sitting around 7.5% is tempting, but given the weakness in UK wealth management and ongoing regulatory headwinds, is the yield a genuine opportunity or a warning sign that the market's pricing in earnings deterioration?
QLT at R43.42 is trading at a reasonable valuation for a wealth manager, but you need to watch the dividend yield relative to interest rates - if rates stay elevated, retail clients get less incentive to take equity risk and that flows through to AUM growth. The earnings resilien
Quilter's sitting at 43.42 with a decent dividend yield and the wealth management outfit has been grinding through cost cuts to improve margins, which should support earnings growth over the next couple of years if markets cooperate. The real question is whether they can keep cli
QLT grinding higher at 42 rand, that modest push suggests some patience from the punters despite the broader financials chop we've been seeing.
QLT down a quarter percent today but still trading at a reasonable 12x P/E compared to some of the heavier wealth managers in the space. The dividend yield sitting around 6.5% keeps it competitive against Sanlam and Investec if you're after income from the financials.
QLT down 0.76% but the wealth manager's valuation still looks compressed relative to peers. Dividend yield sitting around 7% is worth monitoring if they maintain distributions through the cycle.
Trimmed my QLT holding at R4140 on the back of today's 1.67% pop, reckon the financial sector's been running hard lately and preferred to lock in some gains rather than chase further here.
Quilter down less than 1% today at R3993, but I'm wondering if wealth management stocks like this one are still good value given how interest rates have been moving lately. The stokvel is keeping an eye on whether their client numbers growing faster than fees dropping.
Does anyone reckon Quilter is a good play for long term wealth building or is the financial sector too unstable right now with that small dip today?
QLT trading at R3987 after today's minor pullback, but the real story is how it stacks against Investec or Sanlam on capital efficiency metrics. Where Investec's been wrestling with concentration risk in SA wealth management, Quilter's diversified geographic footprint and cleaner
Quilter's wealth management franchise sits in a structurally favourable position given the demographic shift towards outsourced asset management across UK and European markets, though the persistent headwinds from fee compression and regulatory capital requirements mean margins w
Everyone's excited about that 1.79% jump today but I'm not convinced Quilter's fundamentals justify this kind of move - feels like we're chasing momentum instead of looking at the actual business underneath.
QLT grinding higher at R4100, up 0.74% on the day. Nothing dramatic but the stock's been consolidating around these levels and a push above the 52-week resistance could trigger some real momentum in the financials space.
Quilter's down 0.85% today but the real concern isn't the daily noise. It's whether management's capital allocation justifies the valuation when you're holding a wealth management business grappling with net outflows and margin compression in a rising rate environment. The balanc