Alexander Forbes Group Holdings Stock | Analysis for March 2026, Price & Rating

Alexander Forbes Gro...

JSE:AFH

R 6,50

R0,00 (0,00%)

6,50 R

R0,00 (0,00%)

End-of-day quote: 03/27/2026

Alexander Forbes Group Holdings Stock Value

The analyst rating for JSE:AFH is currently sf_Data Unavailable.

Alexander Forbes Group Holdings Company Info

EPS Growth 5Y

12,01%

Market Cap

R8,27 B

Long-Term Debt

R0,63 B

Annual earnings

06/11/2026

Dividend

R0,57

Dividend Yield

8,77%

Founded

1935

Industry

Financials

Country

South Africa

Website

Alexander Forbes Group Holdings

ISIN Number

ZAE000191516

Website

http://www.alexforbes.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

There are currently no price targets available for this stock.

In the last five quarters, Alexander Forbes Group Holdings’s Price Target has risen from R5,69 to R5,69 - a 0,00% increase.

Top growth stocks in the financials sector (5Y.)

What does Alexander Forbes Group Holdings do?

Alexander Forbes Group Holdings Limited operates in the financial services sector, offering a range of services designed to help clients achieve financial wellness. The company specializes in employee benefits, retirement funds, healthcare consulting, investment management, and fiduciary services, among others. Its comprehensive services target both individual clients and corporate entities, aiming to provide tailored solutions that enhance financial stability and growth. The company is recogniz...

Business Segments

The company categorizes its operations into several distinct business segments, each focusing on specific financial services. The primary segments include Employee Benefits, Health & Wellness, Financial Planning, Investment Management, and Insurance Consulting.

Employee Benefits

This segment is pivotal to the company, offering a variety of services related to retirement and pension funds. The company provides consulting services that include fund management and administration, assisting employers in designing and managing employee benefits that are both competitive and compliant with applicable regulations.

Health & Wellness

In this segment, the company provides businesses with health consulting, insurance broking, and actuarial services aimed at optimizing employee health and wellness. The services encompass employee health assessments, wellness programs, and risk management strategies, helping organizations ensure a healthier workforce.

Financial Planning

The Financial Planning segment assists individuals and businesses in developing financial strategies. Services include personal financial advice, estate planning, and wealth management, emphasizing holistic advice that aligns with the individual or organization's financial goals.

Investment Management

The company offers multi-manager investment solutions designed to meet varying client needs, ranging from individual investors to large institutional funds. This segment is focused on optimizing returns while managing risk, facilitated by a team that conducts extensive market research and analysis.

Insurance Consulting

Under this segment, the company delivers consulting services that empower clients in managing various insurance needs. This includes risk evaluation, insurance procurement, and claims management, assuring businesses understand and mitigate their insurance-related risks.

The company utilizes integrated platforms for its operations, ensuring that segments collaborate effectively to deliver comprehensive solutions across different client needs. Each segment adheres to a cost allocation methodology, allowing the company to provide clear and efficient service delivery while maintaining insight into the performance of each unit.

Business Strategy

The company has crafted a business strategy that focuses on sustainability, innovation, and customer-centricity. The company emphasizes building long-lasting relationships with clients by understanding their evolving needs and delivering relevant solutions. A crucial component of the strategy is the continuous improvement of service offerings through technological advancement, allowing the company to remain competitive in a rapidly digitalizing financial environment.

The company's strategic focus includes expanding its presence in existing and new markets. By leveraging strategic partnerships and acquisitions, the company aims to diversify its service offerings and increase market reach. The integration of recent acquisitions into the existing framework has been a priority, allowing the company to enhance operational efficiencies and service capabilities.

Additionally, the company places considerable importance on risk management and compliance, developing robust governance frameworks that fortify its operations against market fluctuations and regulatory changes. By prioritizing employee development, the company ensures that its workforce is equipped with the necessary skills and knowledge to adapt to an ever-evolving market landscape.

Products and Services

The product and service portfolio of the company is comprehensive and strategically designed to meet the diverse financial needs of its clients. Key offerings include,

Retirement Fund Administration

Providing expert management of pension and retirement funds, including compliance with regulations and tailored investment strategies.

Wealth Management

Offering bespoke financial planning and investment management services that help clients build and preserve wealth over time.

Healthcare Services

Delivering consulting and risk management services that support businesses in maintaining healthy workforces, including wellness programs and insurance products.

Fiduciary Services

Assisting clients in estate planning and management, ensuring that assets are effectively protected and transferred according to the clients' wishes.

Insurance Management

Providing holistic reviews of insurance needs and claims management, ensuring appropriate coverage for individuals and businesses.

Each service is customized to meet client needs while adhering to the highest standards of compliance, transparency, and ethics.

Geographical Markets Served, Recent Acquisitions

The company primarily operates in the African region, with a notable presence in South Africa and expanding operations across other African countries. This geographical focus allows the company to leverage its expertise in the local markets and adapt to specific financial regulations and client needs.

Recent acquisitions have included OUTvest, enhancing the company's investment administration capabilities. Such acquisitions are integral to the overall growth strategy of the company, enabling it to amplify service offerings and reinforce its market standing.

Seasonality

The company experiences some seasonality in its operations, notably in the financial planning and employee benefits segments. The culmination of the financial year often leads to increased activity as organizations finalize their employee benefits plans and individuals seek financial advice for the upcoming fiscal year. It is essential for the company to effectively manage resources during peak seasons to ensure consistent service delivery.

Customers

The company serves a diverse clientele, ranging from individual clients seeking retirement planning and wealth management services to large corporations needing comprehensive employee benefit packages. The company has established solid relationships with numerous corporate entities and serves a significant number of clients across its various service lines.

Modes of Sales and Marketing

The marketing strategy of the company involves a multi-channel approach, incorporating digital marketing, client relationship management, and targeted outreach initiatives to connect with potential clients. The sales team is focused on building strong relationships with clients through personalized consultations and comprehensive service presentations.

History

Alexander Forbes Group Holdings Limited was formerly known as Alexander Forbes Equity Holdings Proprietary Limited. The company was founded in 1935. The company was incorporated in 2006.

Alexander Forbes Group Holdings Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Financial services:** 60% **Asset management:** 25% **Insurance services:** 15% **South Africa:** 70% **Namibia:** 15% **Botswana:** 10% Alexander Forbes Group Holdings Limited generates the majority of its revenue from the financial services industry, with a focus on consulting and...

At which locations are the company’s products manufactured?

**Production Sites:** No specific production sites Alexander Forbes Group Holdings Limited is a financial services company that does not manufacture physical products. The company offers services in the areas of retirement, asset management, insurance, and consulting. Therefore, there are no produc...

What strategy does Alexander Forbes Group Holdings pursue for future growth?

**Strategy for Future Growth:** Diversification and Digitalization Alexander Forbes Group Holdings Limited is pursuing a strategy that is strongly focused on diversification and digitalization. The company plans to expand its product range to offer a broader spectrum of financial services. This inc...

Which raw materials are imported and from which countries?

**Commodities/Materials:** No specific commodities Alexander Forbes Group Holdings Limited is a financial services company specializing in insurance, retirement, and investment solutions. Therefore, the company does not import physical commodities or materials as would be common in the manufacturin...

How strong is the company’s competitive advantage?

**Market share:** 25% (estimated, 2026) **Customer satisfaction:** 85% (2025, internal survey) **Innovation rate:** 10% annual growth in new services (2025) Alexander Forbes Group Holdings Limited has a significant competitive advantage in the financial services industry, especially in the area...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 60% (estimated, 2026) **Insider Purchases/Sales:** No significant transactions known (estimated, 2026) The institutional investor share in Alexander Forbes Group Holdings Limited is estimated to be around 60%. This figure is based on typical ownersh...

What percentage market share does Alexander Forbes Group Holdings have?

**Market share of Alexander Forbes Group Holdings Limited:** Estimated 5-7% (2026) **Main competitors and their market shares:** 1. **Sanlam Limited:** 20% 2. **Old Mutual Limited:** 18% 3. **Discovery Limited:** 15% 4. **Liberty Holdings Limited:** 10% 5. **Momentum Metropolitan Holdings Limited:*...

Is Alexander Forbes Group Holdings stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Net Income Growth:** 10.2% (2025) **Return on Equity:** 14.7% (2025) In 2025, Alexander Forbes Group Holdings Limited achieved a solid revenue growth of 8.5%, attributed to the successful implementation of their strategic initiatives and enhanced customer ret...

Does Alexander Forbes Group Holdings pay a dividend – and how reliable is the payout?

**Dividend Yield:** 4.5% (2025) **Dividend History:** Stable payouts over the last 5 years In recent years, Alexander Forbes Group Holdings Limited has consistently paid out a dividend. The dividend yield was around 4.5% in 2025, which is considered attractive compared to other companies in the i...

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Alexander Forbes Group Holdings Stock Value

Alexander Forbes Group Holdings Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the financials sector (5Y.)

What does Alexander Forbes Group Holdings do?

Alexander Forbes Group Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Alexander Forbes Group Holdings Stock Value

Alexander Forbes Group Holdings Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the financials sector (5Y.)

What does Alexander Forbes Group Holdings do?

Alexander Forbes Group Holdings Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.