Morgan Stanley highlights continued positive momentum at Netwealth Group, following another funds under administration (FUA) beat in the second quarter, supported by strong net inflows.
FUA increased by 30% year-on-year, surpassing consensus by 1.5%, while net inflows of $4.47bn outpaced the $3.64bn consensus forecast.
Management is "confident in our inflows outlook for the remainder of FY25".
Morgan Stanley maintains an Equal-weight rating on Netwealth Group with a $27.50 target price but prefers Overweight-rated Hub24. Industry view: In-Line.
Sector: Diversified Financials.
Target price is $27.50.Current Price is $29.90. Difference: ($2.40) - (brackets indicate current price is over target). If NWL meets the Morgan Stanley target it will return approximately -9% (excluding dividends, fees and charges - negative figures indicate an expected loss).
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