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Summerset Group Holdings LimitedSummerset Group Holdings LimitedSummerset Group Holdings Limited

Summerset Group Holdings Limited

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Upcoming earnings


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EPS estimate
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Revenue estimate
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Key stats


Market capitalization
‪1.98 B‬ NZD
Dividend yield (indicated)
3.02%
Price to earnings Ratio (TTM)
7.51
Basic EPS (TTM)
1.08 NZD
Net income (FY)
‪259.72 M‬ NZD
Revenue (FY)
‪360.86 M‬ NZD
Shares float
‪243.53 M‬
Beta (1Y)
1.05

Employees


Employees (FY)
‪2.29 K‬
Change (1Y)
+230 +11.17%
Revenue / Employee (1Y)
‪157.58 K‬ NZD
Net income / Employee (1Y)
‪113.41 K‬ NZD

About Summerset Group Holdings Limited


Sector
Health Services
Industry
Hospital/Nursing Management
CEO
Scott Grady Scoullar
Website
summerset.co.nz
Headquarters
Wellington
Founded
1994
IPO date
Oct 10, 2011
Identifiers
2
ISIN NZSUME0001S0
CFI code
ESXXFR
Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. It also provides independent living and care options such as in-home care, serviced apartments, and care centers. The company was founded by John O'Sullivan in 1994 and is headquartered in Wellington, New Zealand.

Check out other big names from the same industry as SUM.

Financials


Performance
Revenue to profit conversion
Earnings
Next:—

News



Technicals


Summarizing what the indicators are suggesting.
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Analyst rating


An aggregate view of professional's ratings.
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

ETFs holding the stock


FNZ
Smart NZ Top 50 ETF
Weight 2.28%
Market value ‪7.76 M‬
MDZ
Smart NZ Mid Cap ETF Units
Weight 4.41%
Market value ‪3.50 M‬
SCHC
Schwab International Small-Cap Equity ETF
Weight 0.04%
Market value ‪2.11 M‬
NZG
Smart S&P/NZX 50 ETF Units
Weight 1.50%
Market value ‪1.80 M‬
ENZL
iShares MSCI New Zealand ETF
Weight 2.39%
Market value ‪1.73 M‬
DISV
Dimensional International Small Cap Value ETF
Weight 0.02%
Market value ‪1.01 M‬
AGED
iShares Ageing Population UCITS ETF
Weight 0.10%
Market value ‪803.08 K‬
GWX
State Street SPDR S&P International Small Cap ETF
Weight 0.05%
Market value ‪488.02 K‬
ISVL
iShares International Developed Small Cap Value Factor ETF
Weight 0.14%
Market value ‪458.35 K‬
DFIV
Dimensional International Value ETF
Weight 0.00%
Market value ‪260.78 K‬
AVDS
Avantis International Small Cap Equity ETF
Weight 0.05%
Market value ‪156.30 K‬

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Frequently asked questions


The current price of SUM is 8.06 NZD — it has decreased by −0.49% in the past 24 hours. Watch Summerset Group Holdings Limited stock price performance more closely on the chart.
Depending on the exchange, the stock ticker may vary. For instance, on NZX exchange Summerset Group Holdings Limited stocks are traded under the ticker SUM.
SUM stock has risen by 1.38% compared to the previous week, the month change is a 2.03% rise, over the last year Summerset Group Holdings Limited has showed a −26.26% decrease.
We've gathered analysts' opinions on Summerset Group Holdings Limited future price: according to them, SUM price has a max estimate of 15.12 NZD and a min estimate of 10.52 NZD. Watch SUM chart and read a more detailed Summerset Group Holdings Limited stock forecast: see what analysts think of Summerset Group Holdings Limited and suggest that you do with its stocks.
SUM reached its all-time high on Aug 31, 2021 with the price of 15.69 NZD, and its all-time low was 1.29 NZD and was reached on Dec 15, 2011. View more price dynamics on SUM chart.
See other stocks reaching their highest and lowest prices.
SUM stock is 3.03% volatile and has beta coefficient of 1.05. Track Summerset Group Holdings Limited stock price on the chart and check out the list of the most volatile stocks — is Summerset Group Holdings Limited there?
Today Summerset Group Holdings Limited has the market capitalization of ‪1.98 B‬, it has increased by 10.72% over the last week.
Yes, you can track Summerset Group Holdings Limited financials in yearly and quarterly reports right on TradingView.
Summerset Group Holdings Limited is going to release the next earnings report on Aug 28, 2026. Keep track of upcoming events with our Earnings Calendar.
SUM net income for the last half-year is ‪132.54 M‬ NZD, while the previous report showed ‪127.18 M‬ NZD of net income which accounts for 0.00% change. Track more Summerset Group Holdings Limited financial stats to get the full picture.
Yes, SUM dividends are paid semi-annually. The last dividend per share was 0.13 NZD. As of today, Dividend Yield (TTM)% is 3.02%. Tracking Summerset Group Holdings Limited dividends might help you take more informed decisions.
Summerset Group Holdings Limited dividend yield was 1.99% in 2025, and payout ratio reached 22.66%. The year before the numbers were 1.87% and 17.34% correspondingly. See high-dividend stocks and find more opportunities for your portfolio.
As of Jun 6, 2026, the company has ‪2.29 K‬ employees. See our rating of the largest employees — is Summerset Group Holdings Limited on this list?
EBITDA measures a company's operating performance, its growth signifies an improvement in the efficiency of a company. Summerset Group Holdings Limited EBITDA is ‪32.73 M‬ NZD, and current EBITDA margin is 8.93%. See more stats in Summerset Group Holdings Limited financial statements.
Like other stocks, SUM shares are traded on stock exchanges, e.g. Nasdaq, Nyse, Euronext, and the easiest way to buy them is through an online stock broker. To do this, you need to open an account and follow a broker's procedures, then start trading. You can trade Summerset Group Holdings Limited stock right from TradingView charts — choose your broker and connect to your account.
Investing in stocks requires a comprehensive research: you should carefully study all the available data, e.g. company's financials, related news, and its technical analysis. So Summerset Group Holdings Limited technincal analysis shows the neutral today, and its 1 week rating is sell. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1 month rating Summerset Group Holdings Limited stock shows the sell signal. See more of Summerset Group Holdings Limited technicals for a more comprehensive analysis.
If you're still not sure, try looking for inspiration in our curated watchlists.