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Solvar Ltd ASX:SVR

Consumer Finance Dividend Yield Share Buyback Regulatory Risk

0 opened or increased0 held0 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 2 managers in total.

Position history by manager 2 managersSelect a point to see the comment

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

20252026

31 Jan 2024 to today

Commentary Showing 2 of 7

DateManagerActionSummary

31 May 2025Endeavor Asset ManagementExitEndeavor Asset Management exited its remaining position in automotive financier Solvar Ltd because the stock had appreciated 46% during FY25 — representing approximately an 80% rally from its prior low — and had traded back to net tangible asset value. Endeavor Asset Management notes shareholders also received 11 cents in dividends, representing approximately a 7% yield. The fund averaged down at $1.05 per share and ultimately exited at $1.66 following the re-rating to NTA, and deployed the proceeds into other opportunities.

Consumer Finance Dividend YieldMonthly Report, price recorded $1.68

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31 Mar 2025Endeavor Asset ManagementReducedThe fund manager reduced their position in Solvar (SVR) using recent strength to trim, noting shares held their ground in a softer market supported by the ongoing on-market buyback program. The manager notes the stock trades at 8x FY26 estimated earnings with a 9.2% fully franked yield and remains attractively priced.

Consumer Finance Share BuybackMonthly Report, price recorded $1.44

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5 more comments on SVRPro shows every comment, with a link to each source document.

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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 2 managers first commented on SVR.

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About Solvar Ltd

Financials, Consumer Finance

Solvar (ASX:SVR), an automotive and personal finance lender, delivered strong returns for value-focused managers before they took profits. In May 2025, Endeavor Asset Management exited its remaining holding after the shares rose 46% in FY25 and paid around 7% in dividends. Endeavor had earlier highlighted a valuation of around 8 times earnings, a fully franked yield above 9% and an ongoing buyback, while Thorney Investment Group noted earnings recovered to historical levels after a disappointing FY23. Solvar operates in the Financials sector within the Consumer Finance industry, and Thesis Tracker has captured 7 comments from 2 fund managers, Endeavor Asset Management and Thorney Investment Group. Founded in 2005 and headquartered in Bundoora, Melbourne, Solvar is a non-bank lender providing automotive finance and personal loans across Australia and New Zealand through its Money3, Automotive Financial Services and Go Car Finance brands.

Market cap: $265m
Price to earnings: 11.4x
Return on equity: 8.6%
Dividend yield: 7.1%
Price to book: 0.99x
Net margin: 30.4%
52-week range: $1.38 to $1.98

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

Questions

Who is investing in Solvar Ltd (ASX:SVR)?

Fund managers including Endeavor Asset Management and Thorney Investment Group have invested in Solvar Ltd (ASX:SVR).

What opportunities or catalysts do fund managers highlight for Solvar Ltd?

Endeavor highlights a low earnings multiple, a high fully franked dividend yield and an on-market buyback supporting the share price, while Thorney notes earnings recovered to historical levels and sentiment improved after FY24 results.

What are the key risks to the Solvar Ltd investment thesis, according to fund managers?

Fund managers note FY23 was a disappointing year and sentiment toward the stock was poor before the recovery. Endeavor took profits and fully exited after a strong run, suggesting limited upside at higher prices, and consumer credit quality remains a sector risk.

What does Solvar Ltd (ASX:SVR) do?

Solvar Ltd is an Australian non-bank credit provider specializing in automotive and personal finance across Australia and New Zealand. Founded on November 25, 2005, and headquartered in Bundoora, Australia, the firm provides both secured and unsecured personal loans. Solvar focuses on credit solutions for customers typically underserved by traditional banking institutions. As a publicly traded financial services company, Solvar operates within the consumer lending sector, serving a specific market segment through flexible financing options.

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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