Summerset Group Holdings was listed on the NZX in 2011 and the ASX in 2013. The company is a developer and operator of retirement villages in New Zealand with more than 5,500 residents across 31 retirement villages throughout NZ.
The company recently announced plans to expand into the Australian market through two land acquisitions which they are planning to develop new retirement facilities on.
The company employees more than 1,500 people and has a market capitalisation of over $2 billion in 2020. Julian Cook has been the CEO of Summerset since 2014.
Title | Date | Type |
---|---|---|
Notice of Allotment of Fixed Rate Bonds | Fri, May 23 2025 09:38 am | SECISSUE |
SPH Notice - New Zealand Superannuation Fund Nominees Ltd | Thu, May 22 2025 04:05 pm | SHINTR |
Quotation Notice - Summerset Group Holdings Ltd (“SUM060”) | Thu, May 15 2025 05:23 pm | OFFER |
Summerset Bond Offer - Final Terms Sheet | Thu, May 15 2025 01:31 pm | OFFER |
Summerset Bond Offer - Interest Rate Set | Thu, May 15 2025 01:21 pm | OFFER |
Summerset Bond Offer - Offer Close | Thu, May 15 2025 12:50 pm | OFFER |
Summerset Launches Fixed Rate Retail Bond Offer | Mon, May 12 2025 09:01 am | OFFER |
Cleansing Notice | Mon, May 12 2025 09:00 am | OFFER |
Ongoing Disclosure Notice (Scott Scoullar) | Wed, May 07 2025 08:30 am | SHINTR |
SPH Notice - New Zealand Superannuation Fund Nominees | Tue, May 06 2025 03:12 pm | SHINTR |
Date | Name | No. Held | % | Current |
---|---|---|---|---|
31/08/23 | Fisher Funds Management Limited | 13,375,316 | 7.22 | 5.74 |
02/05/23 | New Zealand Superannuation Fund Nom | 11,687,398 | 4.98 | 5.02 |
24/03/23 | Harbour Asset Management Limited an | 18,489,209 | 6.93 | 7.93 |
05/08/22 | Harbour Asset Management Limited | 11,552,193 | 8.27 | 5.00 |
04/02/22 | Milford Asset Management Limited | 11,323,399 | - | 4.92 |
03/08/21 | The Vanguard Group, Inc. | 6,643,365 | 5.00 | 2.90 |
19/08/20 | Accident Compensation Corporation | 11,319,999 | 5.04 | 4.96 |
06/05/20 | Milford Funds Limited | 12,006,954 | - | 5.27 |
15/03/19 | Jarden Partners Limited. | 16,136,639 | 8.25 | 7.16 |
16/10/17 | Cooper Investors Pty Ltd | 10,924,594 | 5.06 | 4.90 |
Date | Name | No. Held | % | Details | Other |
---|---|---|---|---|---|
26/09/23 | Venasio Crawley | 4,318 | - | - | - |
26/09/23 | Marie Magdaleen Bismark | 24,967 | - | - | - |
26/09/23 | Grainne Troute | 25,843 | - | - | - |
07/09/23 | Scott Scoullar | 457,559 | - | - | - |
24/07/23 | William George Graeme W | 195 | - | - | - |
24/05/23 | Fiona Ann Oliver | 9,700 | - | - | - |
21/09/22 | Anne Urlwin | 32,046 | - | - | - |
06/09/22 | Mark John Verbiest | 11,500 | - | - | - |
20/04/22 | Stephen John Bull | 6,700 | - | - | - |
29/03/22 | James Ogden | 39,707 | - | - | - |
11/05/21 | Robert James Campbell | 10,320 | - | - | - |
01/04/21 | Tania Smith | 8,012 | - | - | - |
02/03/21 | Julian Cook | 2,266,803 | - | - | - |
02/11/17 | Andrew Wong | 10,500 | - | - | - |
09/09/16 | Norah Kathleen Barlow | 509,795 | 0.23 | - | - |
profit2021 | profit2022 | eps2021 | dps2021 | sales2021 | ebit2021 | ebitda2021 | |
---|---|---|---|---|---|---|---|
mean | 177.8 | 202.1 | 75.9 | 27.1 | 460.2 | 207.9 | 217.5 |
high | 186.7 | 202.1 | 76.5 | 30.2 | 460.2 | 207.9 | 223.4 |
low | 168.8 | 202.1 | 75.4 | 24.0 | 460.2 | 207.9 | 211.6 |
sample | 2 | 1 | 2 | 2 | 1 | 1 | 2 |