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Tabcorp (ASX:TAH), the wagering and media group, has rebounded after a sharp fall on regulatory concerns. In August 2026, Pendal Group reported FY26 results beat expectations as benefits from restructuring retail venue contracts surprised to the upside, and Tabcorp announced a $267 million recommended bid for wagering technology company Betmakers. However, in May, Pendal, Yarra and Antares reported Tabcorp fell 35% after AUSTRAC launched an enforcement investigation into its anti-money laundering and counter-terrorism financing controls. Tabcorp operates in the Consumer Discretionary sector within the Hotels, Restaurants and Leisure industry, and Thesis Tracker has captured 37 comments from 12 fund managers, including Pendal, Yarra and Antares. Founded in 1994 and headquartered in Melbourne, Tabcorp operates the TAB wagering business through retail venues and digital channels, the Sky Racing media network and gaming services.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Yarra Capital Management, Airlie Funds Management, Centennial Asset Management, Antares Capital, Wilson Asset Management, Ten Cap, Perennial Partners, Pendal Group, Perpetual Asset Management, Ausbil Investment Management, Firetrail Investments, Lennox Capital Partners and Investors Mutual Limited have invested in Tabcorp Holdings Ltd (ASX:TAH).
Pendal highlights better-than-expected FY26 results from restructured retail venue contracts and the acquisition of Betmakers, which provides tote and wagering technology.
Pendal, Yarra and Antares highlight AUSTRAC's enforcement investigation into Tabcorp's anti-money laundering controls, which caused a 35% share price fall and could lead to penalties.
Tabcorp Holdings Ltd., established in 1994 and headquartered in Melbourne, Australia, provides entertainment services through two core segments: Wagering and Media, and Gaming Services. The Wagering and Media division operates totalizator and fixed odds betting, retail wagering networks, and global racing media. The Gaming Services division delivers regulatory monitoring and related solutions. This structural framework defines Tabcorp’s market operations within the Australian gambling and media sectors.
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.