08/05/2026 17:09

Macquarie Group (ASX: MQG) $239.23

MQG -1.09%: delivered a strong full-year result, with profit growth driven by its powerhouse commodities division as volatility across energy markets continues to support trading activity. While the headline profit was a strong beat, the market had clearly priced in the upside given a solid read-through from US banks reporting strong trading desk numbers a few weeks ago.

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03/03/2026 09:36

Macquarie Group Ltd (MQG) $199.86

The “Millionaires Factory” has underperformed the “Big Four” so far this year falling 1.6% compared to all of the majors advancing by +8% , or more. MQG did deliver a better 3rd quarter trading update (covered Here) with improving momentum across its markets-facing businesses but it wasn’t enough to get us off the comfortable fence.

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12/02/2026 09:45

Macquarie Group (MQG) $220.30

MQG has lagged the “Big Four” banks even while the US investment banks forged ahead primarily because they’ve had a string of weaker updates. However, this week their third-quarter trading update was in line with expectations, with improving momentum across its markets-facing businesses.

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10/02/2026 16:52

Macquarie Group (MQG) $214.50

Macquarie Group shares edged higher today after reporting a third-quarter trading update that was inline with expectations, with improving momentum across its markets-facing businesses. 

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18/11/2025 09:30

Macquarie Group (MQG) $195.94

MQG is a stock many local investors like to own but its recent operational performance has left plenty to be desired, not something we’re used to over the years.

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07/11/2025 16:51

Macquarie Group (MQG) $204.77

MQG –5.74%: The diversified financial group’s first-half net profit of $1.66bn (+2.7% YoY) missed consensus estimates by ~11%. The miss was largely due to weaker commodities  group (CGM) income and impairments in green assets, slightly offset by strength in Macquarie Asset Management (MAM).

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04/11/2025 09:23

Macquarie Group (MQG) $218.55

MQG reports on Friday and after trading sideways for 5-months, investors will be looking for reasons for the Millionaires Factory to break its slumber. The bank has successfully grown its mortgage book over recent years; some of the low-hanging fruit may have been picked, although having grown its book and deposits at 3x the pace of CBA in September, the data suggests not.

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14/10/2025 09:23

ANZ Group (ANZ) v Macquarie Group (MQG)

ANZ has also outperformed MQG over the last three months by ~23%, primarily because MQG hadn’t become as overpriced as CBA. However, we’ve been seeing more misses than beats from the “Silver Doughnut” in recent times, which is a new but unappealing trend.

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04/08/2025 09:45

Active Growth Portfolio – Amendment

MM is selling MQG

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24/07/2025 17:15

Macquarie Group (MQG) $213.84

MQG –5.08%: Held their AGM today, announced the CFO was retiring, and provided a 1Q trading update that was slightly softer than the market was expecting.

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