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Eureka Group Holdings Ltd ASX:EGH

1 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 1 increased, 0 reduced. 1 managers in total.

Position history by manager 1 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

19 Apr 2026 to today

Commentary 1 comments

DateManagerActionSummary

31 Aug 2026NGE CapitalIncreasedNGE Capital increased its position in Eureka Group Holdings (ASX: EGH) because it took up its rights in the company's $80.2 million rights issue at 61.5 cents, bringing its holding to about 2.61 million shares. The equity, together with $53.6 million of debt, funds the $123.8 million acquisition of six lifestyle and mixed-use communities in New South Wales from Ingenia Communities Group at an in-going yield of 8.1%. NGE notes Managing Director and CEO Simon Owen previously led Ingenia for 14 years, so he is likely very familiar with the assets and how to extract maximum value from them.

Monthly Report, price recorded $0.61

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 1 managers first commented on EGH.

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About Eureka Group Holdings Ltd

Real Estate, Real Estate Management and Development

Eureka Group Holdings (ASX:EGH), an affordable seniors rental village operator, raised capital to fund acquisitions. In August 2026, NGE Capital reported that after month-end it took up its rights in Eureka's $80.2 million rights issue at 61.5 cents per share, which funded the acquisition of communities from Ingenia, and said it would continue to support the company. Eureka Group Holdings operates in the Real Estate sector within the Real Estate Management and Development industry, and Thesis Tracker has captured 1 comment from 1 fund manager, NGE Capital. Eureka Group Holdings is an Australian owner and operator of affordable rental villages for independent seniors, providing low-cost accommodation with recurring rental income, and is expanding into lifestyle and mixed-use communities, including six NSW communities acquired from Ingenia Communities Group, benefiting from Australia's housing affordability pressures and an ageing population.

Market cap: $343m
Price to earnings: 17.1x
Return on equity: 6.8%
Dividend yield: 2.3%
Price to book: 1.12x
Net margin: 29.4%
52-week range: $0.45 to $0.79

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Eureka Group Holdings Ltd (ASX:EGH)?

Fund managers including NGE Capital have invested in Eureka Group Holdings Ltd (ASX:EGH).

What opportunities or catalysts do fund managers highlight for Eureka Group Holdings Ltd?

NGE highlights the $80.2 million rights issue funding the acquisition of Ingenia communities, expanding Eureka's portfolio of affordable seniors housing.

What are the key risks to the Eureka Group Holdings Ltd investment thesis, according to fund managers?

The available commentary does not detail specific risks, though the rights issue dilutes shareholders who do not participate, and integration of acquired communities is required.

What does Eureka Group Holdings Ltd (ASX:EGH) do?

Eureka Group Holdings Limited, together with its subsidiaries, owns and manages senior independent living communities in Australia. The company operates in three segments: Seniors' Rental Villages, Property Management, and All-Age Rental Villages. Its activities include owning seniors' and all-age rental properties and providing property management, caretaking, and catering services. Formerly known as SCV Group Limited, the company changed its name to Eureka Group Holdings Limited in October 2010. Eureka Group Holdings Limited was incorporated in 2001 and is based in Brisbane, Australia.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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