Navigator Global Keeps Bulls Despite Opacity -- Market Talk

Dow Jones05-05

0044 GMT - Navigator Global's bulls at UBS say the Australian alternative-asset manager's increased scale and diversification comes at the cost of added complexity. Maintaining a buy rating on the stock, the investment bank's analysts tell clients in a note that there is limited detail about how Navigator and new strategic partner Stable Asset Management might collaborate on inorganic opportunities. They also flag earnings opacity around performance fee structures, adding that Navigator also has limited engagement with its 17 new portfolio companies. However, value appeal remains strong given Navigator's earnings growth profile. UBS lifts its target price 5.6% to A$3.80. Shares are up 6.4% at $2.63. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 04, 2026 20:44 ET (00:44 GMT)

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