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    Nib Holdings (ASX:NHF) Posts Earnings And Dividends, Is The Stock Still Cheap?

    Simply Wall St·08/25/2026 16:17:23
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    Key earnings and dividend details from nib holdings

    nib holdings (ASX:NHF) released full year results to June 30, 2026, alongside a special fully franked dividend and an ordinary fully franked dividend, giving investors updated signals on profitability and cash returns.

    The company reported full year net income of A$187.5 million, compared with A$199.8 million a year earlier. Basic and diluted earnings per share from continuing operations were A$0.38, against A$0.402 in the prior year.

    In addition, nib holdings declared a special fully franked cash dividend of A$0.05 per share for the six month period to June 30, 2026. The special dividend is payable on October 7, 2026, with an ex dividend date of September 3 and a record date of September 4.

    The company also announced an ordinary fully franked dividend of A$0.16 per security for the same six month period. This dividend shares the same timetable, with the ex dividend date on September 3, the record date on September 4 and payment on October 7, 2026.

    See our latest analysis for nib holdings.

    The latest A$6.82 share price puts nib holdings on a modest short term setback, with the 30 day share price return down 8.58% and the 1 year total shareholder return down 5.84%, although the 5 year total shareholder return remains positive at 22.01%.

    If you are looking beyond nib holdings and want to see what else is moving, this is a good moment to scan 6 top founder-led companies

    nib holdings is throwing off cash and paying out fully franked dividends, yet the share price has slipped over the past month and year. This recent weakness raises the question of whether the stock is fairly priced or mispriced today.

    Most Popular Narrative: 10.8% Undervalued

    On the most followed narrative, nib holdings is valued at A$7.65 per share, versus the latest A$6.82 close. This frames the current pullback as a potential valuation gap.

    Expansion of health management and preventative care offerings (telehealth, wellbeing programs, in-home care, no/known gap networks) is broadening revenue streams, improving customer retention, and actively managing claims inflation, positively impacting both top-line growth and future claims ratios.

    Read the complete narrative. Read the complete narrative.

    Analysts are baking in steady revenue growth, firmer profit margins and a higher future earnings base for nib holdings. Curious which assumptions really move that A$7.65 fair value and the implied future P/E multiple that underpins it.

    Result: Fair Value of A$7.65 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, nib holdings still faces pressure from high policy lapse rates and elevated New Zealand claims inflation, which could challenge the margin and earnings story that investors are watching.

    Find out about the key risks to this nib holdings narrative.

    Next Steps

    Mixed signals on nib holdings can be hard to read, so it helps to look at the numbers yourself and move quickly to form your own view. To see both sides of the story in one place, check out the 2 key rewards and 2 important warning signs

    Looking for more investment ideas beyond nib holdings?

    If you want to keep momentum after reviewing nib holdings, use this moment to refresh your watchlist with fresh ideas that fit your style.

    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.