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    Is Macquarie’s Portfolio Shift and Private Funding Activity Recasting Its Risk Narrative for ASX:MQG?

    Simply Wall St·01/08/2026 19:37:22
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    • In recent weeks, Macquarie Group has adjusted its portfolio by reducing stakes in smaller listed firms such as Elsight and Jumbo Interactive, while its asset management arm continued funding activities through facilities like Applied Digital’s preferred equity drawdown.
    • These moves, combined with ongoing interest in Macquarie’s funding strategies and an upcoming operational update, highlight how the group is rebalancing risk, capital deployment, and regulatory scrutiny across its banking and asset management franchises.
    • Next, we’ll explore how Macquarie’s portfolio reshaping and private markets funding activity may influence its existing earnings recovery investment narrative.

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    Macquarie Group Investment Narrative Recap

    To own Macquarie Group today, you need to be comfortable with a diversified financial group whose earnings are closely tied to client activity, funding conditions and performance fees. The recent trimming of smaller listed holdings and ongoing private markets funding does not appear to materially change the near term focus on the 10 February operational update or the current regulatory and funding risk profile.

    The upcoming operational update on 10 February looks particularly relevant here, as it should shed light on how Macquarie’s asset management and funding activities, including facilities like Applied Digital’s preferred equity, are feeding into performance fees and client flows. That context will help frame how the recent portfolio reshaping sits alongside existing catalysts in banking, commodities and capital markets.

    Yet alongside these opportunities, investors should also be aware of the regulatory risk around short sale reporting and how it could affect...

    Read the full narrative on Macquarie Group (it's free!)

    Macquarie Group's narrative projects A$20.2 billion revenue and A$4.9 billion earnings by 2028.

    Uncover how Macquarie Group's forecasts yield a A$224.87 fair value, a 8% upside to its current price.

    Exploring Other Perspectives

    ASX:MQG 1-Year Stock Price Chart
    ASX:MQG 1-Year Stock Price Chart

    Nine members of the Simply Wall St Community currently see Macquarie’s fair value anywhere between A$155.31 and A$224.87, reflecting very different expectations. When you weigh those views against the sensitivity of performance fees to market conditions, it becomes even more important to compare several perspectives before forming a view on the company’s prospects.

    Explore 9 other fair value estimates on Macquarie Group - why the stock might be worth as much as 8% more than the current price!

    Build Your Own Macquarie Group Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.