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Macquarie Group
Macquarie Group (MQG) investor relations material
Macquarie Group Q3 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 TU earnings summary9 Feb, 2026
Executive summary
Third quarter trading conditions were satisfactory, with all major business segments reporting profit contributions up year-over-year, supported by strong performance in asset management, capital, BFS, and commodities.
Significant gains were realized from the sale of North American and European public investments, boosting Macquarie Asset Management results.
BFS continued to grow its loan portfolio and deposits, though margins remain under pressure from competition.
CGM and Macquarie Capital delivered higher net profit contributions, driven by asset realizations and private credit portfolio growth.
Ongoing investment in the operating platform and expansion in Australia and New Zealand were highlighted.
Financial highlights
Macquarie Asset Management completed the divestment of AUD 250 billion in public investments in North America and Europe, transferring assets to Nomura and realizing a gain of approximately AUD 2.8 billion.
Assets under management reached AUD 736.1 billion, up 3% from the previous quarter; Australian public investments AUM rose 5% to AUD 314 billion.
Private markets equity under management increased 1% to AUD 227 billion, with AUD 6.3 billion raised and AUD 7.7 billion invested.
BFS home loans grew 7% to AUD 172.2 billion, business banking up 1%, and deposits up 6% to AUD 204.5 billion.
Group capital surplus stood at AUD 7.5 billion as of 31 December 2025, with CET1 ratio at 12.4%, LCR at 178%, and NSFR at 111%.
Outlook and guidance
Asset Management base fees expected to remain stable, with net operating income up due to performance fees, excluding divestment impact.
BFS anticipates continued growth in loans, deposits, and funds on platform, but with margin pressure from competition.
Macquarie Capital expects transaction activity in line with last year and continued growth in private credit and equity realizations.
CGM guides for commodities income to be up for FY26, with asset finance and financial markets contributing and ongoing investment in digitisation.
The group maintains a cautious stance, with compensation and tax rates expected to remain at historical levels.
MAM profit growth excluding divestment gain?
BFS strategy to counter margin compression?
Macquarie Capital private credit portfolio risk?
BFS growth capital allocation strategy
AI's defensive impact on business models
CGM LNG strategy amid oversupply
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Next Macquarie Group earnings date
H2 20268 May, 2026
Macquarie Group
Next Macquarie Group earnings date
H2 20268 May, 2026
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Frequently asked questions
Macquarie Group Limited provides diversified financial services in Australia, the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's operating divisions include Macquarie Capital (Macquarie Capital), Macquarie Infrastructure and Real Assets (MIRA), Macquarie European Infrastructure Fund Limited, Macquarie European Investment Fund Limited, Macquarie Capital Trust I (MACI), and Macquarie Bank. It also has an investment management business through which it offers comprehensive products and services across equity, fixed-income, derivatives, as well as private wealth management to institutional clients. The company operates in three segments: Corporate Finance; Institutional Banking; and Asset Management.
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