1080% Dividend Dhamaka! HDFC AMC Share Price Today Jumps 4% Despite Dip in Q4 Profit | Buy, Sell, Or Hold?

HDFC AMC Share Price Today: Shares of HDFC Asset Management Company Limited rallied nearly 4% despite reporting decline in its fourth quarter profit for the financial year 2025-26. The AMC has also announced a whopping 1080% dividend for its shareholders.

HDFC AMC share price was trading 4.15% higher at Rs 2773 per share on BSE with a market capitalisation of Rs 1,18,821.07 crore at 11:23 am on Friday. The stock had dipped to an intraday high of Rs 2792.65 per share and an intraday low of Rs 2645 per share.

HDFC AMC Share Price Recommendation

While the company saw nearly 2% annual decline in its Q4 net profit, its non-MF business drew incremental growth. HDFC AMC's operating revenue surged by 17% on an annual basis, but declined on a sequential basis. The company's yields came in at 45.4 bp during the quarter under review, against 46.6 bp in Q4FY25.

The alternative business is scaling up, following the closure of its first private credit fund and expansion across AIFs and FoFs, and the GIFT city platform now has five funds which will help in targeting both inbound and outbound opportunities, as per Motilal Oswal report.

The brokerage has given 'Buy' rating with a target price of Rs 3,170 per share. "We expect a CAGR of 13%/14%/15% in revenue/ EBITDA/PAT and ~16% AUM growth over FY26-28. We reiterate our BUY rating with a TP of INR3,170 (premised on 42x FY28E Core EPS)," noted the company in its press release.

"Given its strong brand, distribution strength, and healthy investment performance, HDFCAMC is poised to deliver healthy AUM compounding and top-tier profitability, in our view. We maintain BUY and Mar-27E TP of Rs3,200, implying FY28E P/E of 37x," stated Emkay Global Financial Services in its report.

HDFC AMC Q4 Result

The HDFC group company reported weaker earnings for Q4 FY26, with consolidated net profit falling 2.5% year-on-year to Rs 622.66 crore, compared with Rs 638.46 crore a year earlier, even as revenue rose 16% to Rs 1051.51 crore during the quarter.

The quarterly performance also softened versus the previous three months. On a sequential basis, consolidated net profit declined 19%, while revenue slipped 2%, indicating pressure on margins despite strong annual revenue growth for the period under review.

HDFC AMC Dividend

The AMC's board of directors, has recommended, final dividend of Rs 54 for every share with a face value of Rs 5 each. The company board "recommended a final Dividend of Rs. 54/- (Rupees Fifty Four only) per equity share of Rs. 5/- each of the Company, for the financial year ended March 31, 2026, subject to approval of the shareholders at the ensuing Annual General Meeting."