Daily Market Reports | Sep 04 2025
This story features ADAIRS LIMITED, and other companies.
For more info SHARE ANALYSIS: ADH
The company is included in ASX300 and ALL-ORDS
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COMPANIES DISCUSSED IN THIS ISSUE
Click on a symbol for fast access.
The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
ADH AIZ ANG APE ATA BGL BOQ BRI CUV CVN DMP DUR EBO EML EXP FCL FLT (2) FWD GDG GGP (2) KAR (2) LIC (3) LOV M7T MAQ (2) MIN MPL NDO NIC NXT PNC QAN RDY (2) RHC SDR (3) SIG SYL TAH TPG TRJ WES WOW WTC
ADH ADAIRS LIMITED
Furniture & Renovation – Overnight Price: $2.50
Jarden rates ((ADH)) as Upgrade to Buy from Overweight (1) –
Adairs’ FY25 EBIT of $55.2m came inside the guidance range, Jarden highlights, with EBIT for the Adairs brand at the top end, and Focus and Mocka at the middle of the range. Gross margin was up 70bps to 46.8% but missed the consensus.
Trading for the first seven weeks of FY26 was strong, with group sales up 22.6% y/y vs 5% consensus, and within that, Adairs and Mocka outperformed.
The broker sees upside risk from Mocka standalone concept via increasing addressable share of the furniture market, and notes Focus is making progress with cost reductions and refurbished stores.
FY26-28 revenue forecasts lifted by 4-8%, and EBITDA estimates increase by 8-17%.
Target rises to $2.96 from $2.07. Rating upgraded to Buy from Overweight.
This report was published on August 28, 2025.
Target price is $2.96 Current Price is $2.50 Difference: $0.46
If ADH meets the Jarden target it will return approximately 18% (excluding dividends, fees and charges).
Current consensus price target is $2.69, suggesting upside of 6.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 23.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.87.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 21.5, implying annual growth of 47.2%.
Current consensus DPS estimate is 12.1, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 11.7.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 27.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.06.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 25.5, implying annual growth of 18.6%.
Current consensus DPS estimate is 14.4, implying a prospective dividend yield of 5.7%.
Current consensus EPS estimate suggests the PER is 9.9.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AIZ AIR NEW ZEALAND LIMITED
Transportation & Logistics – Overnight Price: $0.54
Jarden rates ((AIZ)) as Neutral (3) –
Jarden notes Air New Zealand’s FY25 net profit before tax of NZ$189m met the top end of guidance provided in April, but masked very weak 2H as engine issues escalated. The full year earnings impact from engine issues was -$NZ$300m.
The result was supported by compensation from engine manufacturers and unredeemed covid credits booked as revenue. The airline expects to have 9-10 aircraft grounded in 1H26, with modest improvement thereafter.
Reported net profit before tax in 1H26 is expected to be “similar to or less than” NZ$34m (2H25 result). The broker highlights this implies an underlying net loss of -NZ$41m when adjusted for covid credits and engine compensation.
Neutral. Target unchanged at NZ59c.
This report was published on August 29, 2025.
Current Price is $0.54. Target price not assessed.
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 2.28 cents and EPS of 0.64 cents.
At the last closing share price the estimated dividend yield is 4.23%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 84.51.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 2.28 cents and EPS of 2.83 cents.
At the last closing share price the estimated dividend yield is 4.23%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.09.
This company reports in NZD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ANG AUSTIN ENGINEERING LIMITED
Mining Sector Contracting – Overnight Price: $0.31
Petra Capital rates ((ANG)) as Buy (1) –
As highlighted by Petra Capital, Austin Engineering reported another “messy” result, although it was largely expected.
Cash flow missed, while net profit of $29.6m rose 22% on the prior period, and on a reported basis rose 17.2%, a near record. Revenue advanced 22%, with all segments contributing.
FY26 guidance for revenue and earnings (EBIT) implies, at the midpoint, a revenue run rate slightly below 2H25 and an earnings (EBIT) margin of 10.8% versus 9.2% in FY25.
Petra Capital has lowered its EPS estimates by -21% for FY26 and -10% for FY27.
Buy rating reiterated. Target set at 46c.
This report was published on August 27, 2025.
Target price is $0.46 Current Price is $0.31 Difference: $0.15
If ANG meets the Petra Capital target it will return approximately 48% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 1.30 cents and EPS of 4.60 cents.
At the last closing share price the estimated dividend yield is 4.19%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.74.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 2.00 cents and EPS of 6.50 cents.
At the last closing share price the estimated dividend yield is 6.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.77.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
APE EAGERS AUTOMOTIVE LIMITED
Automobiles & Components – Overnight Price: $26.80
Moelis rates ((APE)) as Hold (3) –
Moelis notes Eagers Automotive’s 1H25 revenue of $6.5bn was up $1bn y/y and ahead of FY25 guidance for over $1bn growth. Order momentum was stronger than expected, with market share growing to 13.8% vs 11.1% in 1H24.
However, margins compressed, with gross margin declining to 16.7% from 17.8% in 1H24, and underlying profit before tax margin shrinking to 3% from 3.3%.
The company highlighted trough margins have likely passed and 2H margin tailwinds are expected from stable new car margins, productivity benefit, property optimisation and interest rate relief.
FY25 net profit forecast lifted by 1.1% and FY26 by 1.9%.
Hold. Target rises to $28.62 from $18.02, capturing potential upside risks, including M&A opportunity.
This report was published on August 29, 2025.
Target price is $28.62 Current Price is $26.80 Difference: $1.82
If APE meets the Moelis target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $22.95, suggesting downside of -13.8%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Moelis forecasts a full year FY25 dividend of 82.40 cents and EPS of 106.70 cents.
At the last closing share price the estimated dividend yield is 3.07%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.12.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 103.6, implying annual growth of 29.1%.
Current consensus DPS estimate is 74.8, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 25.7.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 87.50 cents and EPS of 113.50 cents.
At the last closing share price the estimated dividend yield is 3.26%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 23.61.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 113.5, implying annual growth of 9.6%.
Current consensus DPS estimate is 76.5, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 23.5.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ATA ATTURRA LIMITED
Software & Services – Overnight Price: $0.79
Moelis rates ((ATA)) as Buy (1) –
Moelis points to robust FY25 revenue and earnings for Atturra, with momentum behind organic growth and boosted by recent acquisitions.
Predictable revenue rose to 78% of the total from recurring managed services and long-term contracts. Cloud contributed over $30m at double group margins. Defence and government were mixed due to timing issues.
FY26 guidance infers another “step up” in FY26, with a revenue target of $384m and underlying earnings (EBITDA) of $40.3m-plus.
Moelis lowers its EPS forecasts by -2.7% for FY26 and -2.4% for FY27.
Target price slips to $1.06 from $1.07 and Buy rating retained
This report was published on August 27, 2025.
Target price is $1.06 Current Price is $0.79 Difference: $0.27
If ATA meets the Moelis target it will return approximately 34% (excluding dividends, fees and charges).
Current consensus price target is $1.07, suggesting upside of 35.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 5.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.86.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 5.9, implying annual growth of 126.9%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 13.4.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 7.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.29.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.3, implying annual growth of 6.8%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 12.5.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BGL BELLEVUE GOLD LIMITED
Gold & Silver – Overnight Price: $0.91
Moelis rates ((BGL)) as Hold (3) –
Moelis highlights FY25 was a difficult year for Bellevue Gold, with production shortfalls prompting two capital raises via placements and debt renegotiation.
Complex accounting masked the results, but underlying operating costs were better than expected, lifting EBITDA, the broker notes.
FY26 guidance, released earlier, was weaker than expected. The broker revised forecasts to factor in higher D&A and corporate costs. This resulted in a -20% cut to FY26 net profit forecast and -15% cut to FY27.
Hold. Target cut to $0.95 from $1.00.
This report was published on August 29, 2025.
Target price is $0.95 Current Price is $0.91 Difference: $0.04
If BGL meets the Moelis target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $1.15, suggesting upside of 30.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 4.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.22.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 9.7, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 9.1.
Forecast for FY27:
Moelis forecasts a full year FY27 EPS of 9.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.58.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 5.8, implying annual growth of -40.2%.
Current consensus DPS estimate is 2.0, implying a prospective dividend yield of 2.3%.
Current consensus EPS estimate suggests the PER is 15.2.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BOQ BANK OF QUEENSLAND LIMITED
Banks – Overnight Price: $6.83
Jarden rates ((BOQ)) as Downgrade to Sell from Underweight (5) –
Bank of Queensland provided guidance for FY25 and withdrew the FY26 ROE target of 8% and 56% CTI , citing “highly unpredictable environment” and “accelerating headwinds.”
Jarden highlights the commentary is inconsistent with more constructive outlook from the bank’s peers. Strategic initiatives were announced, including plan to sell up to $3.8bn of equipment finance book, and Capgemini partnership for outsourcing IT/AI and business processing.
The broker believes the loan portfolio sale is essentially short-term off-balance sheet financial engineering, which will boost near-term earnings but is a sign the funding base is not sustainably economic.
FY25 cash net profit guidance of $375-385m was in line with $378m consensus. The broker lifted FY25 EPS forecast by 1.4% on lower bad debt. FY26-27 EPS forecasts unchanged.
Target trimmed to $6.00 from $6.70. Rating downgraded to Sell from Underweight.
This report was published on August 28, 2025.
Target price is $6.00 Current Price is $6.83 Difference: minus $0.83 (current price is over target).
If BOQ meets the Jarden target it will return approximately minus 12% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $6.29, suggesting downside of -8.5%(ex-dividends)
The company’s fiscal year ends in August.
Forecast for FY25:
Jarden forecasts a full year FY25 dividend of 36.00 cents and EPS of 53.80 cents.
At the last closing share price the estimated dividend yield is 5.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.70.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 52.5, implying annual growth of 21.1%.
Current consensus DPS estimate is 36.7, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 13.1.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 38.00 cents and EPS of 55.80 cents.
At the last closing share price the estimated dividend yield is 5.56%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.24.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 55.6, implying annual growth of 5.9%.
Current consensus DPS estimate is 37.9, implying a prospective dividend yield of 5.5%.
Current consensus EPS estimate suggests the PER is 12.4.
Market Sentiment: -0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BRI BIG RIVER INDUSTRIES LIMITED
Building Products & Services – Overnight Price: $1.46
Moelis rates ((BRI)) as Hold (3) –
Moelis notes Big River Industries’ FY25 result highlighted a strong focus on cost management, which was seen in gross margin lifting 20bps to 26.2%.
Revenue came in at $405m, reflecting some improvement in 2H vs 1H. Cash conversion was 100%, delivering an operating cash flow of $28.7m.
The company didn’t provide FY26 guidance but reaffirmed its longer-term goal for above-market revenue and gross margin growth, through-cycle EBITDA margin of over 10%, and dividend payout of 50-70%.
The broker lowered FY26 EPS forecast by -22% and FY27 by -10%, following similar reductions to net profit forecasts.
Hold. Target rises to $1.60 from $1.37.
This report was published on August 29, 2025.
Target price is $1.60 Current Price is $1.46 Difference: $0.14
If BRI meets the Moelis target it will return approximately 10% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 5.30 cents and EPS of 8.90 cents.
At the last closing share price the estimated dividend yield is 3.63%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.40.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 8.10 cents and EPS of 13.40 cents.
At the last closing share price the estimated dividend yield is 5.55%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.90.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CUV CLINUVEL PHARMACEUTICALS LIMITED
Pharmaceuticals & Biotech/Lifesciences – Overnight Price: $10.40
Moelis rates ((CUV)) as Buy (1) –
Clinuvel Pharmaceuticals’ FY25 revenue missed Moelis’ forecasts due to revenue timing, with some FY25 orders deferred to FY26.
The broker notes Europe and the US were the growth drivers, with more patients treated and more implants per centre. Costs, however, rose sharply on Vitiligo trial investment and higher personnel costs.
The broker sees the business as adequately resourced and wage growth to normalise from here.
FY26 net profit forecast lowered by -5.5% and FY27 by -10.5%, reflecting softer FY25 base and more moderate volume growth. Long-term growth assumptions are unchanged.
Buy. Target price $23.13.
This report was published on August 29, 2025.
Target price is $23.13 Current Price is $10.40 Difference: $12.73
If CUV meets the Moelis target it will return approximately 122% (excluding dividends, fees and charges).
Current consensus price target is $18.53, suggesting upside of 74.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 5.50 cents and EPS of 81.30 cents.
At the last closing share price the estimated dividend yield is 0.53%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.79.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 69.8, implying annual growth of -3.4%.
Current consensus DPS estimate is 5.5, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 15.2.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 5.80 cents and EPS of 87.60 cents.
At the last closing share price the estimated dividend yield is 0.56%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.87.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 69.5, implying annual growth of -0.4%.
Current consensus DPS estimate is 6.5, implying a prospective dividend yield of 0.6%.
Current consensus EPS estimate suggests the PER is 15.3.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CVN CARNARVON ENERGY LIMITED
Crude Oil – Overnight Price: $0.11
Jarden rates ((CVN)) as Overweight (2) –
Jarden trimmed the target price for Carnarvon Energy to 14c from 15c following share price weakness in Strike Energy ((STX)). For context, the company recently made $52m placement in Strike, with plans for $36m more, to take its equity ownership to 19.9%.
The broker highlights the downgrade to gas reserves at Strike’s Walyering gas field was larger than expected.
FY25 net profit of $3.6m missed the broker’s forecast of $6.6m due to higher employee costs and tax.
Overweight maintained.
This report was published on August 28, 2025.
Target price is $0.14 Current Price is $0.11 Difference: $0.03
If CVN meets the Jarden target it will return approximately 27% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 110.00.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DMP DOMINO’S PIZZA ENTERPRISES LIMITED
Food, Beverages & Tobacco – Overnight Price: $14.12
Jarden rates ((DMP)) as Neutral (3) –
Jarden notes Domino’s Pizza Enterprises reported FY25 results in line with expectations, although uncertainty around the company remains without a Group CEO, even though the Executive Chair is well regarded.
There are multiple risks to the business being re-positioned, although positively, management confirmed there is no need to raise capital. No guidance was offered for cost-outs.
Jarden lowers earnings (EBIT) forecasts by -9% to -10%, with cuts in both A&NZ, while European estimates lift to reflect current trends. Store forecasts are downgraded “materially” as Domino’s seeks to re-establish franchisee trust.
Neutral rating retained. Target slashed to $18 from $37.
This report was published on August 27, 2025.
Target price is $18.00 Current Price is $14.12 Difference: $3.88
If DMP meets the Jarden target it will return approximately 27% (excluding dividends, fees and charges).
Current consensus price target is $18.60, suggesting upside of 25.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 134.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 128.3, implying annual growth of N/A.
Current consensus DPS estimate is 62.3, implying a prospective dividend yield of 4.2%.
Current consensus EPS estimate suggests the PER is 11.5.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 159.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.84.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 140.5, implying annual growth of 9.5%.
Current consensus DPS estimate is 65.9, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 10.5.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
DUR DURATEC LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $1.71
Moelis rates ((DUR)) as Buy (1) –
Duratec announced FY25 results at the upper end of guidance, with underlying net profit after tax of $24.7m and a 4% beat, which was a slight positive according to Moelis.
Energy and Emerging sectors boosted revenue growth, which was offset by Mining & Industrial and Buildings & Facades. Cash stood at $84m at June end, with debt of $35m.
Duratec’s order book was $390m at August compared to $410m in January, with the tender pipeline stable at $1.65bn. Tender activity is noted as robust in the energy segment.
The analyst upgrades EPS forecasts by 1% for FY26 and 12% for FY27. Buy rating retained. Target lifts to $1.83 from $1.72.
This report was published on August 28, 2025.
Target price is $1.83 Current Price is $1.71 Difference: $0.12
If DUR meets the Moelis target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $1.92, suggesting upside of 12.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 5.90 cents and EPS of 11.30 cents.
At the last closing share price the estimated dividend yield is 3.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.13.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.5, implying annual growth of 26.4%.
Current consensus DPS estimate is 5.0, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 14.9.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 5.90 cents and EPS of 12.60 cents.
At the last closing share price the estimated dividend yield is 3.45%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.57.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 13.4, implying annual growth of 16.5%.
Current consensus DPS estimate is 5.8, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 12.8.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EBO EBOS GROUP LIMITED
Healthcare services – Overnight Price: $29.00
Jarden rates ((EBO)) as Overweight (2) –
Ebos Group reported solid FY25 results with underlying earnings (EBITDA) up 7.5%, with M&A towards the bottom end of the pre-guidance range of $575m, Jarden explains.
FY26 guidance fell short of expectations, with the midpoint reflecting a -7% downgrade, while capex remains elevated at -$130m-$140m, being the end of the major distribution centre renewal program.
The analyst lowers EPS forecasts by around -20% for FY26-FY28 due to weaker near-term growth prospects, higher D&A, and net interest.
Overweight retained. Target falls to NZ$39 from NZ$43.
This report was published on August 27, 2025.
Current Price is $29.00. Target price not assessed.
Current consensus price target is $34.87, suggesting upside of 23.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 97.00 cents and EPS of 129.60 cents.
At the last closing share price the estimated dividend yield is 3.34%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.38.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 144.9, implying annual growth of 32.1%.
Current consensus DPS estimate is 114.6, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 19.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 103.00 cents and EPS of 147.20 cents.
At the last closing share price the estimated dividend yield is 3.55%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.70.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 157.5, implying annual growth of 8.7%.
Current consensus DPS estimate is 120.8, implying a prospective dividend yield of 4.3%.
Current consensus EPS estimate suggests the PER is 18.0.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EML EML PAYMENTS LIMITED
Business & Consumer Credit – Overnight Price: $1.03
Wilsons rates ((EML)) as Overweight (1) –
Wilsons maintains its Overweight rating and lowers the price target to $1.40 from $1.47.
The broker notes EML Payments’ FY25 revenue rose 9% to $221m, with underlying EBITDA of $58.6m at the top of guidance and cash of $59m, while GDV of $24.5bn was slightly below forecast.
Guidance for FY26 EBITDA of $58–63m implies flat to modest growth, with pipeline building rapidly to $66m and expected to reach at least $90m by 1H26.
The analysts highlight confidence in FY28 goals of around $95m EBITDA, around 35% margin and a flat cost base, underpinned by the IT “Arlo” program and a strengthened sales team.
This report was published on August 28, 2025.
Target price is $1.40 Current Price is $1.03 Difference: $0.37
If EML meets the Wilsons target it will return approximately 36% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 1.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 68.67.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.43.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
EXP EXPERIENCE CO LIMITED
Travel, Leisure & Tourism – Overnight Price: $0.15
Canaccord Genuity rates ((EXP)) as Buy (1) –
Canaccord Genuity notes after years of restructuring, Experience Co is now delivering operating leverage, cash flow generation, and growth optionality. The reinstatement of a dividend (first since FY18) reflects management’s confidence in the progress.
Skydiving underlying EBITDA rose 34% y/y, with margin up 270bps y/y, driven by recovery in Australia/NZ. EBITDA for adventure experiences reflected a 140bps y/y margin recovery.
Update for July showed solid progress, helping to de-risk the growth hurdle for FY26. No change to FY26 revenue and EBITDA, but FY27 lifted by 2% for both.
Buy. Target rises to 23c from 21c.
This report was published on August 29, 2025.
Target price is $0.23 Current Price is $0.15 Difference: $0.08
If EXP meets the Canaccord Genuity target it will return approximately 53% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.75 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.00.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 1.22 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.30.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
FCL FINEOS CORPORATION HOLDINGS PLC
Cloud services – Overnight Price: $2.99
Moelis rates ((FCL)) as Downgrade to Hold from Buy (3) –
Fineos Corp advised it expects FY25 revenue to come at the lower end of the guidance range due to forex shifts and broader economic uncertainty.
The original revenue guidance was based on EUR/USD exchange rate of 1.0837, but the rate is now closer to 1.16, creating a revenue headwind.
Moelis notes the company is maintaining its strategic trajectory, and longer-term growth is dependent on new client acquisition and deeper penetration of large accounts.
The broker trimmed FY25 revenue forecast by -2.9% and EBITDA by -2.3%.
Rating downgraded to Hold from Buy. Target $3.27.
This report was published on August 28, 2025.
Target price is $3.27 Current Price is $2.99 Difference: $0.28
If FCL meets the Moelis target it will return approximately 9% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Moelis forecasts a full year FY25 dividend of 0.00 cents and EPS of minus 1.02 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 292.28.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.85 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 350.53.
This company reports in EUR. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
FLT FLIGHT CENTRE TRAVEL GROUP LIMITED
Travel, Leisure & Tourism – Overnight Price: $12.32
Jarden rates ((FLT)) as Buy (1) –
Post Flight Centre Travel’s downgrade in July, FY25 results were broadly in line with Jarden’s expectations.
FY26 guidance for 1H came in weaker than anticipated, with flat earnings flagged. Jarden assumes TTV growth of circa 6% for FY26, from 6% growth in corporate and leisure up 5.5%. The analyst forecasts a compound average growth rate in EPS of 15% for FY26-FY29.
July trends for travel have improved, with green shoots starting to appear.
Buy. Target lowered to $17.20 from $18.50.
This report was published on August 28, 2025.
Target price is $17.20 Current Price is $12.32 Difference: $4.88
If FLT meets the Jarden target it will return approximately 40% (excluding dividends, fees and charges).
Current consensus price target is $14.93, suggesting upside of 20.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 58.00 cents and EPS of 106.50 cents.
At the last closing share price the estimated dividend yield is 4.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.57.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 102.5, implying annual growth of 106.5%.
Current consensus DPS estimate is 43.6, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 12.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 78.00 cents and EPS of 135.10 cents.
At the last closing share price the estimated dividend yield is 6.33%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.12.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 118.4, implying annual growth of 15.5%.
Current consensus DPS estimate is 50.1, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 10.4.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Wilsons rates ((FLT)) as Overweight (1) –
Wilsons retains its Overweight rating and raises its price target to $17.29 from $17.15.
The broker reports FY25 PBT of $289.1m was in line with guidance, with growth in specialist leisure brands and US corporate operations partly offset by lower overrides and geopolitical headwinds.
Corporate Traveller US grew strongly, with July TTV up 20%, while specialist and independent leisure channels continued rapid growth.
Strategic initiatives include holding costs flat, cutting capex by -15 to -20%, closing underperforming brands, and launching a Leisure loyalty program in 1H26, the analysts note.
Forecasts are marginally updated, with group EBITDA raised by 3% in FY26, moderating to 1% across FY27–28, while forecast net profit is adjusted by around 1%.
This report was published on August 28, 2025.
Target price is $17.29 Current Price is $12.32 Difference: $4.97
If FLT meets the Wilsons target it will return approximately 40% (excluding dividends, fees and charges).
Current consensus price target is $14.93, suggesting upside of 20.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 52.50 cents and EPS of 105.90 cents.
At the last closing share price the estimated dividend yield is 4.26%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.63.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 102.5, implying annual growth of 106.5%.
Current consensus DPS estimate is 43.6, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 12.0.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 61.20 cents and EPS of 125.80 cents.
At the last closing share price the estimated dividend yield is 4.97%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.79.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 118.4, implying annual growth of 15.5%.
Current consensus DPS estimate is 50.1, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 10.4.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
FWD FLEETWOOD LIMITED
Infra & Property Developers – Overnight Price: $3.06
Moelis rates ((FWD)) as Buy (1) –
Moelis comments Fleetwood reported a “solid” FY25 result, which basically met expectations. Underlying net profit after tax rose to $25m, up 560% on FY24.
Community Solutions (CIS) experienced strong momentum, including Searipple utilisation, which came in at 84% for the year and was notably strong in 2H.
Management points to more improvements in Searipple utilisation as major project accommodation demand ramps up in the Karratha region.
Building Solutions also generated a robust FY25 result and pulled forward its 15% return on capital employed target into FY25. Order book is $115m.
Moelis raises FY26 EPS forecasts by 9.1% and 5.3% for FY27. Buy rating maintained with a lift in target to $3.07 from $2.57.
This report was published on August 27, 2025.
Target price is $3.07 Current Price is $3.06 Difference: $0.01
If FWD meets the Moelis target it will return approximately 0% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 32.40 cents and EPS of 32.40 cents.
At the last closing share price the estimated dividend yield is 10.59%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.44.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 21.70 cents and EPS of 21.70 cents.
At the last closing share price the estimated dividend yield is 7.09%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.10.
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GDG GENERATION DEVELOPMENT GROUP LIMITED
Wealth Management & Investments – Overnight Price: $6.10
Moelis rates ((GDG)) as Buy (1) –
Moelis assesses Generation Development’s FY25 result as strong, with revenue beating its forecast by 1% and underlying net profit coming 12% ahead.
The Generation Life business saw revenue grow 29% y/y, Lonsec grew 18% and Evidentia rose 63%.
The broker notes legislative tailwinds support investment bonds and retirement solutions and the BlackRock partnership is driving new Life Income product growth.
Managed accounts are forecast to more than double to $474bn by 2030, and the company is seen as well-positioned to benefit.
FY26-28 revenue forecasts lifted by 2.5-3.5%, but net profit for FY26 trimmed by -2.7% on higher earn-outs to Lonsec and CEO remuneration changes. FY27 net profit forecast lifted by 3.6%.
Buy. Target rises to $8.12 from $6.26.
This report was published on August 29, 2025.
Target price is $8.12 Current Price is $6.10 Difference: $2.02
If GDG meets the Moelis target it will return approximately 33% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 4.10 cents and EPS of 10.20 cents.
At the last closing share price the estimated dividend yield is 0.67%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 59.80.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 5.90 cents and EPS of 14.50 cents.
At the last closing share price the estimated dividend yield is 0.97%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 42.07.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
GGP GREATLAND RESOURCES LIMITED
Gold & Silver – Overnight Price: $6.19
Jarden rates ((GGP)) as Overweight (2) –
Greatland Resources presented its first full-year results in AUD, and Jarden highlights they were largely in line with its expectations.
The difference lay mainly in inventory changes, forex gains and higher-than-expected tax, which led to a miss at the net profit line.
The broker made minimal changes to FY26 operational forecasts with production unchanged at 284koz at cost of $2,735/oz vs guidance of 260-310koz at $2,400-2,800/oz cost.
FY26 EBITDA forecast lifted by 8% on higher gold price forecast, but no change to FY27-28 estimates.
Overweight. Target rises to $5.75 from $5.70.
This report was published on August 28, 2025.
Target price is $5.75 Current Price is $6.19 Difference: minus $0.44 (current price is over target).
If GGP meets the Jarden target it will return approximately minus 7% (excluding dividends, fees and charges – negative figures indicate an expected loss).
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 52.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.77.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 15.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.19.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((GGP)) as Buy (1) –
Moelis notes Greatland Resources’ FY25 result reflects early-stage challenges as it is the first set of accounts post-IPO and following the acquisition of Telfer.
Revenue met the broker’s forecast, but some expenses came in higher than anticipated, and there were disclosure gaps typical of newer ASX listings. The commentary suggested these are likely temporary and could ease as the business finds its rhythm.
The broker made several changes to forecasts, mainly related to costs, while leaving revenue estimates unchanged. This resulted in a sharp lift to net profit forecasts for FY26-27.
The carrying value of Telfer was also lowered, leading to a cut to target price to $7.00 from $7.10. Buy retained.
This report was published on August 29, 2025.
Target price is $7.00 Current Price is $6.19 Difference: $0.81
If GGP meets the Moelis target it will return approximately 13% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 80.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.71.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 63.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.75.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
KAR KAROON ENERGY LIMITED
Crude Oil – Overnight Price: $1.67
Jarden rates ((KAR)) as Overweight (2) –
Karoon Energy provided medium to long-term cost estimates as well as a 35% increase in Brazil 2P reserves, with Jarden noting most of the cost updates had been assumed in previous forecasts.
Brazil 2P reserves were upgraded at Bauna by 13.7mmbbl prior to production.
Interim 2025 earnings (EBITDA) missed the analyst’s forecast due to higher costs, while operating cash flow was lower than expected because of increased cash exploration expenditure and higher tax payments.
Jarden lowers its EPS forecasts by -35.5% in 2025 and -12.6% in 2026. Overweight retained. No change to $2.15 target price.
This report was published on August 27, 2025.
Target price is $2.15 Current Price is $1.67 Difference: $0.48
If KAR meets the Jarden target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $2.16, suggesting upside of 32.5%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Jarden forecasts a full year FY25 dividend of 5.12 cents and EPS of 19.69 cents.
At the last closing share price the estimated dividend yield is 3.06%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.5, implying annual growth of N/A.
Current consensus DPS estimate is 4.7, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 8.8.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 5.89 cents and EPS of 23.56 cents.
At the last closing share price the estimated dividend yield is 3.53%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.09.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 23.3, implying annual growth of 25.9%.
Current consensus DPS estimate is 6.5, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 7.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Wilsons rates ((KAR)) as Overweight (1) –
Karoon Energy’s 1H25 underlying EBITDA of US$200.6m beat both consensus and Wilsons’ forecast on lower cost. Underlying net profit was broadly in line.
The broker highlights the positive, but expected, news was the upgrade in 2P reserves at the Bauna oil field, up 35% vs December. This will lead to an extension of oil field life out to late 2030s.
The broker upgraded its forecast to incorporate 50.2mmbbls reserves (the company estimates 52.7mmbbls) and FPSO extension program.
Overweight. Target rises to $2.21 from $2.14.
This report was published on August 28, 2025.
Target price is $2.21 Current Price is $1.67 Difference: $0.54
If KAR meets the Wilsons target it will return approximately 32% (excluding dividends, fees and charges).
Current consensus price target is $2.16, suggesting upside of 32.5%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Wilsons forecasts a full year FY25 dividend of 6.67 cents and EPS of 25.42 cents.
At the last closing share price the estimated dividend yield is 3.99%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6.57.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.5, implying annual growth of N/A.
Current consensus DPS estimate is 4.7, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 8.8.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 13.33 cents and EPS of 44.33 cents.
At the last closing share price the estimated dividend yield is 7.98%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 3.77.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 23.3, implying annual growth of 25.9%.
Current consensus DPS estimate is 6.5, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 7.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
LIC LIFESTYLE COMMUNITIES LIMITED
Aged Care & Seniors – Overnight Price: $5.37
Canaccord Genuity rates ((LIC)) as Hold (3) –
Lifestyle Communities’ FY25 result, like its 4Q25 update, was overshadowed by the accounting impact of the July VCAT ruling. EBITDA fell -14% y/y to $71.9m, and revenue slowed in the 2H vs 1H despite stronger sales and settlements.
The property developer and manager has taken a -$190m net balance sheet write-down, which could mostly reverse if it succeeds in its appeal. The lodgement is on September 5, with the outcome likely 6-12 months later.
New DMF contract structures have been revised to provide customers with optionality and to mitigate financial risk irrespective of the appeal.
Operationally, Canaccord Genuity comments, sales momentum is steady, inventory is being cleared, and leverage is expected to reduce by year-end
FY26 EBITDA forecast trimmed by -2% but FY27 lifted by 2%. Target rises to $6.00 from $5.30 on FY27 forecast upgrades. Hold retained.
This report was published on August 29, 2025.
Target price is $6.00 Current Price is $5.37 Difference: $0.63
If LIC meets the Canaccord Genuity target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $6.41, suggesting upside of 19.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 28.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.18.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 29.3, implying annual growth of N/A.
Current consensus DPS estimate is 1.0, implying a prospective dividend yield of 0.2%.
Current consensus EPS estimate suggests the PER is 18.3.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 32.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.78.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 41.0, implying annual growth of 39.9%.
Current consensus DPS estimate is 4.8, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 13.1.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Jarden rates ((LIC)) as Underweight (4) –
Lifestyle Communities’ FY25 revenue missed Jarden’s forecast, and reported net profit was a big miss owing to the write-down of DMF following the VCAT ruling.
The broker reckons FY26 will likely mark the trough for earnings, though recovery will depend on settlements rebounding. Jarden expresses concern following brand damage, revised fee structure and balance sheet constraints.
FY26 FFO forecast cut by -19% and FY27 by -16%. Underweight. Target lowered to $5.70 from $7.20.
This report was published on August 28, 2025.
Target price is $5.70 Current Price is $5.37 Difference: $0.33
If LIC meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $6.41, suggesting upside of 19.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 32.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.68.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 29.3, implying annual growth of N/A.
Current consensus DPS estimate is 1.0, implying a prospective dividend yield of 0.2%.
Current consensus EPS estimate suggests the PER is 18.3.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 8.00 cents and EPS of 45.80 cents.
At the last closing share price the estimated dividend yield is 1.49%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.72.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 41.0, implying annual growth of 39.9%.
Current consensus DPS estimate is 4.8, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 13.1.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((LIC)) as Buy (1) –
Moelis notes weak operating performance from Lifestyle Communities in FY25, culminating in a big hit to net profit due to impairment of -$190m related to the Victorian Civil and Administration Tribunal (VCAT) ruling.
The company plans to appeal next week, with the outcome likely 6-12 months away. Most of the impairments will be reversed if the outcome is positive.
The broker lowered forecasts for FY26-27 settlement and removed DMF income from the estimates. Big downgrade to FY26-27 net profit forecasts.
Target dropped to $7.00 from $7.90. Buy maintained.
This report was published on August 29, 2025.
Target price is $7.00 Current Price is $5.37 Difference: $1.63
If LIC meets the Moelis target it will return approximately 30% (excluding dividends, fees and charges).
Current consensus price target is $6.41, suggesting upside of 19.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 24.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.83.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 29.3, implying annual growth of N/A.
Current consensus DPS estimate is 1.0, implying a prospective dividend yield of 0.2%.
Current consensus EPS estimate suggests the PER is 18.3.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 29.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.33.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 41.0, implying annual growth of 39.9%.
Current consensus DPS estimate is 4.8, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 13.1.
Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
LOV LOVISA HOLDINGS LIMITED
Retailing – Overnight Price: $40.86
Jarden rates ((LOV)) as Upgrade to Overweight from Neutral (2) –
Jarden highlights tariff concerns as overestimated for Lovisa Holdings and upgrades the stock to Overweight from Neutral.
FY25 results reflected ongoing store rollouts and a robust trading update. The retailer managed to protect margins in 2H25 from tariffs, commentary highlights, with 2H US average store sales up 14% on the prior year and global sales up 6%.
Jarden raises its earnings (EBIT) estimates by 12%-21% for FY26-FY28, with net new store forecasts up to circa 130 p.a. and like-for-like sales upgrades of 75bps, as the analyst believes tariff concerns were overstated, as well as gross margin upgrades of 45bps.
Target price rises to $42.42 from $22.87.
This report was published on August 28, 2025.
Target price is $42.42 Current Price is $40.86 Difference: $1.56
If LOV meets the Jarden target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $38.70, suggesting downside of -5.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 98.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 41.31.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 101.0, implying annual growth of 29.3%.
Current consensus DPS estimate is 87.7, implying a prospective dividend yield of 2.1%.
Current consensus EPS estimate suggests the PER is 40.6.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 121.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.52.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 120.2, implying annual growth of 19.0%.
Current consensus DPS estimate is 100.8, implying a prospective dividend yield of 2.5%.
Current consensus EPS estimate suggests the PER is 34.2.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
M7T MACH7 TECHNOLOGIES LIMITED
Healthcare services – Overnight Price: $0.31
Wilsons rates ((M7T)) as Overweight (1) –
Wilsons maintains its Overweight rating and $0.85 price target.
The broker notes Mach7 Technologies’ FY25 revenue rose 16% to $33.8m, in line with guidance, with ARR at $25.3m and gross margin steady at 95%, while EBITDA loss of -$1.5m met expectations.
Operating cash flow turned positive at $0.9m, with the company ending the year debt free and holding $23.1m in cash.
The analysts highlight the new CEO brings experience in radiological imaging businesses and see potential for a refreshed strategic plan including contract focus, cost control, and possible M&A.
Forecasts have been moderately reduced.
This report was published on August 27, 2025.
Target price is $0.85 Current Price is $0.31 Difference: $0.54
If M7T meets the Wilsons target it will return approximately 174% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 1.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 31.00.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 62.00.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MAQ MACQUARIE TECHNOLOGY GROUP LIMITED
Cloud services – Overnight Price: $58.00
Canaccord Genuity rates ((MAQ)) as Buy (1) –
Canaccord Genuity notes Macquarie Technology’s FY25 group EBITDA was in line with the disclosure in July, but FY26 guidance disappointed.
The company expects marginal EBITDA growth in FY26, which resulted in the broker downgrading its forecast by -4%. Telecom EBITDA was cut by -17% and CS&G by -4%, but data centres raised by 5%.
The forecasts for FY27 are similar to FY26. The broker reminds the key driver of long-term value is IC3 Super West data centre which is scheduled to open in September 2026. Material upside from the data centre pipeline underpins the Buy rating.
Target cut to $95 from $107.
This report was published on August 29, 2025.
Target price is $95.00 Current Price is $58.00 Difference: $37
If MAQ meets the Canaccord Genuity target it will return approximately 64% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 107.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 54.21.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 70.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 82.86.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Wilsons rates ((MAQ)) as Downgrade to Market Weight from Overweight (3) –
Wilsons downgrades its rating to Market Weight from Overweight and cuts the price target to $71.30 from $89.75.
The broker notes FY25 EBITDA of $113.6m (up 9%) was in line with forecasts, with Data Centres up 6% and Cloud & Government up 4%, while Telecom grew only 2%.
FY26 guidance for “marginal” EBITDA growth reflects a -$4m (-16%) fall in Telecom offsetting modest growth in Data Centres and Cloud, leaving group EBITDA essentially flat.
IC3 Super West remains on track for Sep-26 completion, but the analysts highlight no real scale contribution is expected until FY28, while Telecom will remain rebased.
Forecasts are revised lower with FY26–27 EBITDA cut by -6% to -10%.
This report was published on August 28, 2025.
Target price is $71.30 Current Price is $58.00 Difference: $13.3
If MAQ meets the Wilsons target it will return approximately 23% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 101.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 57.26.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 91.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 63.39.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MIN MINERAL RESOURCES LIMITED
Iron Ore – Overnight Price: $36.32
Jarden rates ((MIN)) as Sell (5) –
Jarden notes Mineral Resources’ FY25 net loss of -$904m was -5% worse than its forecast and -18% worse than consensus. While 1H loss was expected, even 2H made a loss of -$97m, the broker highlights.
The company failed to generate cash despite $2bn asset sales and $200m extra debt, and even before net interest outflows and capex. No equity raise has been flagged but inorganic deleveraging opportunities are being explored.
FY26 guidance was weaker than the broker’s forecast, though there’s also a possibility it is conservative. The broker lifted Onslow shipments to the top end of guidance range.
Forecast FY26 EBITDA lifted by 6% and FY27 by 1%. Target rises to $14.80 from $14.60. Sell maintained.
This report was published on August 29, 2025.
Target price is $14.80 Current Price is $36.32 Difference: minus $21.52 (current price is over target).
If MIN meets the Jarden target it will return approximately minus 59% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $35.20, suggesting downside of -4.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 10.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 363.20.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 62.8, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 58.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 73.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 49.28.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 118.3, implying annual growth of 88.4%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.0.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MPL MEDIBANK PRIVATE LIMITED
Insurance – Overnight Price: $4.96
Jarden rates ((MPL)) as Neutral (3) –
Jarden assesses Medibank Private’s FY25 result as broadly in line with expectations, though the downgrading in 2H was a surprise. Gross margin in health insurance beat its forecast by 10bps, but a slightly higher management expense ratio meant net margin of 9% met expectations.
For Medibank Health, operating profit missed the broker’s forecast, despite higher-than-expected revenue. The broker sees the outlook as challenging for resident policyholder growth and slowing volumes in student insurance, plus declining interest rates.
The broker trimmed expectations for non-resident insurance growth but lifted resident policyholder growth forecast to 1.8% vs 1.4% in 2H25.
Neutral. Target cut to $4.60 from $4.65.
This report was published on August 28, 2025.
Target price is $4.60 Current Price is $4.96 Difference: minus $0.36 (current price is over target).
If MPL meets the Jarden target it will return approximately minus 7% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $5.09, suggesting upside of 1.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 18.10 cents and EPS of 22.70 cents.
At the last closing share price the estimated dividend yield is 3.65%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.85.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 23.3, implying annual growth of 28.2%.
Current consensus DPS estimate is 18.6, implying a prospective dividend yield of 3.7%.
Current consensus EPS estimate suggests the PER is 21.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 19.50 cents and EPS of 24.20 cents.
At the last closing share price the estimated dividend yield is 3.93%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 24.5, implying annual growth of 5.2%.
Current consensus DPS estimate is 19.8, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 20.4.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NDO NIDO EDUCATION LIMITED
Childcare – Overnight Price: $0.65
Canaccord Genuity rates ((NDO)) as Buy (1) –
Canaccord Genuity assesses Nido Education’s 1H25 result as soft amid sector-wide challenges but is constructive on the outlook, noting the -3% y/y occupancy fall outperformed peers.
Centre EBITDA was slightly ahead of the broker’s forecast, but group EBITDA of $6.6m missed the $8.2m forecast on higher head office costs and lower establishment fees. Net debt was higher than estimated.
The broker notes the childcare sector is impacted by lower births, cost-of-living strain, and work-from-home.
With tailwinds from the scrapping of the activity test and macro stabilisation, including early school year and easing interest rates, the broker is forecasting a 20% jump in EBITDA in FY26 and FY27. Forecast for FY25 EBITDA lowered by -12%.
Buy. Target trimmed to $0.92 from $1.09.
This report was published on August 28, 2025.
Target price is $0.92 Current Price is $0.65 Difference: $0.27
If NDO meets the Canaccord Genuity target it will return approximately 42% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 3.40 cents and EPS of 4.50 cents.
At the last closing share price the estimated dividend yield is 5.23%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.44.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 3.60 cents and EPS of 5.10 cents.
At the last closing share price the estimated dividend yield is 5.54%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.75.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NIC NICKEL INDUSTRIES LIMITED
Nickel – Overnight Price: $0.70
Canaccord Genuity rates ((NIC)) as Hold (3) –
Canaccord Genuity notes Nickel Industries’ 1H25 result highlighted ongoing cash flow and balance sheet pressures despite revenue coming in line.
EBITDA and net profit both missed expectations, free cash flow was materially weaker than forecast, and net debt increased, underlining liquidity concerns ahead of upcoming obligations.
The company is yet to receive the outstanding US$110m in VAT payments from the government, but expects this will happen in the next 6-12 months.
The broker highlights the attributable EBITDA from 10% stake in HNC HPAL is a positive read-through for ENC.
The cathode plant commissioning is deferred until 1Q2026, aligned with expected sales license issuance, with focus shifted to completing ENC HPAL and sulphate circuit first.
Hold. Target price 68c.
This report was published on August 29, 2025.
Target price is $0.68 Current Price is $0.70 Difference: minus $0.02 (current price is over target).
If NIC meets the Canaccord Genuity target it will return approximately minus 3% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.01, suggesting upside of 43.6%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 1.00 cents and EPS of 0.00 cents.
At the last closing share price the estimated dividend yield is 1.43%.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 4.2, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 16.7.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 2.00 cents and EPS of 3.10 cents.
At the last closing share price the estimated dividend yield is 2.86%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.58.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 8.3, implying annual growth of 97.6%.
Current consensus DPS estimate is 8.0, implying a prospective dividend yield of 11.4%.
Current consensus EPS estimate suggests the PER is 8.4.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NXT NEXTDC LIMITED
Cloud services – Overnight Price: $16.48
Canaccord Genuity rates ((NXT)) as Buy (1) –
Canaccord Genuity comments the highlight of NextDC’s FY25 result was confirmation of billing conversion timing, the prospect of material new contracts, and visible funding solutions for mega-projects (S4/S7).
FY26 net revenue guidance met Canaccord Genuity’s forecast and EBITDA was in line but 4% ahead of the consensus. The company exited FY25 at 111MW billing, and this is expected to double in two years as the forward book converts to revenue generation.
The JV model for S4/S7 project is gaining traction, and management indicated potential for high-teens equity return due to a capital-light structure and leverage at the JV level. Financial close is targeted within 12–18 months.
The broker lifted FY27 EBITDA forecast by 16%, representing 48% y/y rise, and FY28 is forecast to grow 20%.
Buy. Target unchanged at $21.70.
This report was published on August 29, 2025.
Target price is $21.70 Current Price is $16.48 Difference: $5.22
If NXT meets the Canaccord Genuity target it will return approximately 32% (excluding dividends, fees and charges).
Current consensus price target is $20.10, suggesting upside of 23.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 10.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 152.59.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -18.0, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 10.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 154.02.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -16.7, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
PNC PIONEER CREDIT LIMITED
Business & Consumer Credit – Overnight Price: $0.59
Wilsons rates ((PNC)) as Overweight (1) –
Wilsons highlights stronger-than-expected growth in Pioneer Credit’s FY25 net profit, with $10.5m recorded vs guidance of $9m, and $1.2m in FY24.
The broker expects the net profit recovery to extend into FY26, underpinned by a meaningfully improved funding structure, lower cost to serve and disciplined execution on attractively priced PDP (purchased debt portfolio) acquisitions.
Upside risk comes from a major bank that appears to have been out of market since 2017, opening a large PDP opportunity.
Overall, the broker remains of the view the stock is an attractive turnaround play.
Overweight. Target rises to 87c from 82c..
This report was published on August 28, 2025.
Target price is $0.82 Current Price is $0.59 Difference: $0.23
If PNC meets the Wilsons target it will return approximately 39% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 11.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 5.13.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 12.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.80.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
QAN QANTAS AIRWAYS LIMITED
Transportation & Logistics – Overnight Price: $11.61
Jarden rates ((QAN)) as Upgrade to Overweight from Neutral (2) –
Jarden highlights the key surprise from Qantas Airways’ FY25 result was domestic yield growth, with the airline also guiding to 3-5% RASK (revenue per available seat km) growth in FY26. Underlying profit before tax of $2.39bn met expectations.
Jetstar domestic EBIT grew 55% y/y in FY25, with Jetstar International also outperforming at 54% y/y growth. The broker lifted Jetstar’s FY26 EBIT forecast to $869m from $864m, and FY27 to $952m from $906m.
The broker notes the revenue environment looks strong and more than enough to offset the re-emergence of cost pressures in FY26.
The stock has shifted to a growth plus capital story, in the broker’s view, from value recovery as most conditions are in place for a P/E re-rating beyond historical averages.
Overall, the broker increased FY26 core EPS forecast by 3% and FY27 by 4%. Target rises to $12.90 from $10.20. Rating upgraded to Overweight from Neutral.
This report was published on August 28, 2025.
Target price is $12.90 Current Price is $11.61 Difference: $1.29
If QAN meets the Jarden target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $12.95, suggesting upside of 10.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 36.40 cents and EPS of 122.50 cents.
At the last closing share price the estimated dividend yield is 3.14%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.48.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 123.8, implying annual growth of 17.7%.
Current consensus DPS estimate is 49.7, implying a prospective dividend yield of 4.2%.
Current consensus EPS estimate suggests the PER is 9.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 38.10 cents and EPS of 129.40 cents.
At the last closing share price the estimated dividend yield is 3.28%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.97.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 128.4, implying annual growth of 3.7%.
Current consensus DPS estimate is 46.8, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 9.1.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RDY READYTECH HOLDINGS LIMITED
Software & Services – Overnight Price: $2.29
Jarden rates ((RDY)) as Neutral (3) –
ReadyTech Holdings missed FY25 revenue and earnings due to weak local government performance from product delays and bottlenecks, Jarden highlights.
FY26 revenue guidance was soft and came in some -3% to -6% below consensus expectations. FY27 guidance also missed to the downside. Cash earnings (EBITDA) were soft, arising from lower-than-anticipated margins for FY26.
The analyst expresses concerns over the company’s long-term competitiveness due to a series of earnings downgrades and tender losses. There is evidence of competitors embedding AI into workflows and/or releasing new products.
Jarden lowers its earnings (EBITDA) forecasts by around -1% to -3% for FY26-FY27. Target is downgraded to $2.60 from $3.05.
No change to Neutral rating.
This report was published on August 28, 2025.
Target price is $2.60 Current Price is $2.29 Difference: $0.31
If RDY meets the Jarden target it will return approximately 14% (excluding dividends, fees and charges).
Current consensus price target is $3.35, suggesting upside of 47.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 8.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.73.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 7.3, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.2.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 11.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.63.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.0, implying annual growth of 50.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 20.7.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Wilsons rates ((RDY)) as Downgrade to Market Weight from Overweight (3) –
Wilsons lowers its rating to Market Weight from Overweight and cuts its price target to $2.63 from $3.43.
The broker notes FY25 revenue of $121.8m (up 7%) and EBITDA of $39.5m (up 2%) were both slightly below expectations, while EPS of 13.8c was in line with Wilsons but -8% below consensus.
Cash EBITDA guidance for FY26 of $20–21m (15–16% margin) was well below forecasts as reinvestment into AI and Enterprise products continues to delay operating leverage.
Forecasts are materially downgraded, with revenue reduced by -4–5% and EBITDA and EPS cut by up to -20%
This report was published on August 28, 2025.
Target price is $2.63 Current Price is $2.29 Difference: $0.34
If RDY meets the Wilsons target it will return approximately 15% (excluding dividends, fees and charges).
Current consensus price target is $3.35, suggesting upside of 47.1%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 327.14.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 7.3, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.2.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 23.80 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.62.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.0, implying annual growth of 50.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 20.7.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
RHC RAMSAY HEALTH CARE LIMITED
Healthcare services – Overnight Price: $33.84
Jarden rates ((RHC)) as Neutral (3) –
Jarden notes Ramsay Health Care’s FY25 revenue and net profit met its forecast and the consensus. However, the result masked the EBITDA miss in the Australian business and in UK, while Ramsay Sante’s underlying EBIT beat by 25%.
The broker cut revenue forecasts in Australia after factoring in weaker pricing from the Joondalup public hospital contract. UK Elysium forecast also downgraded, though partly offset by upgrades to hospital and forex tailwinds.
Sante revenue was upgraded, with further help from forex tailwinds. EPS forecast for FY26 trimmed by -5.7% and by -8.6% for FY27.
Neutral. Target lowered to $43.64 from $46.55.
This report was published on August 29, 2025.
Target price is $43.64 Current Price is $33.84 Difference: $9.8
If RHC meets the Jarden target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $36.29, suggesting upside of 5.5%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 87.10 cents and EPS of 136.00 cents.
At the last closing share price the estimated dividend yield is 2.57%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.88.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 142.7, implying annual growth of 4720.9%.
Current consensus DPS estimate is 90.0, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 24.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 118.70 cents and EPS of 184.50 cents.
At the last closing share price the estimated dividend yield is 3.51%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.34.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 166.8, implying annual growth of 16.9%.
Current consensus DPS estimate is 106.8, implying a prospective dividend yield of 3.1%.
Current consensus EPS estimate suggests the PER is 20.6.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SDR SITEMINDER LIMITED
Travel, Leisure & Tourism – Overnight Price: $6.69
Jarden rates ((SDR)) as Buy (1) –
Jarden highlights SiteMinder delivered a clean beat on annual recurring revenue (ARR) and free cash flow (FCF) in FY25, showing it can scale efficiently while driving product adoption.
ARR of $273m beat the broker’s forecast by 7.4%, and FCF of $5.3m compared with the broker’s $2.7m estimate. Revenue met expectations.
The broker notes FY26 revenue is underpinned by ARR of $273m, implying only high single-digit growth is needed to hit consensus FY26 revenue forecasts.
FY26-28 cash EBITDA forecasts lifted sharply to reflect revenue upgrades and confidence in the Smart Platform, plus upgrades to gross margin.
Buy. Target rises to $7.65 from $4.45.
This report was published on August 28, 2025.
Target price is $7.65 Current Price is $6.69 Difference: $0.96
If SDR meets the Jarden target it will return approximately 14% (excluding dividends, fees and charges).
Current consensus price target is $7.53, suggesting upside of 11.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 1672.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -0.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 3.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 215.81.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 105.6.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Moelis rates ((SDR)) as Buy (1) –
SiteMinder achieved annual recurring revenue growth of 27% in FY25, underpinned by a 2H25 recovery after a slow start.
Moelis highlights the transaction product annual recurring revenue, which advanced more than 50% with higher adoption and increased value per attachment. Channels Plus also made a contribution.
All three of SiteMinder’s Smart Platforms are now in the market, with Moelis pointing to a large opportunity estimated at around one million properties globally. There are currently 50k properties on its platform, which produced around $85bn in gross booking value.
The analyst raises EPS forecasts by 29.4% for FY26 and 6.3% for FY27. Target rises to $7.64, with no change in Buy rating.
This report was published on August 27, 2025.
Target price is $7.64 Current Price is $6.69 Difference: $0.95
If SDR meets the Moelis target it will return approximately 14% (excluding dividends, fees and charges).
Current consensus price target is $7.53, suggesting upside of 11.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 304.09.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -0.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 10.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 66.24.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 105.6.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Wilsons rates ((SDR)) as Downgrade to Market Weight from Overweight (3) –
Wilsons lowers its rating to Market Weight from Overweight and raises its price target to $7.00 from $6.44.
The broker notes FY25 revenue rose 19% to $224.3m, in line with expectations, while ARR accelerated to $273m (up 31%) and Net Property additions increased by 2.9k in 2H.
EBITDA of $28.8m was slightly below forecasts due to higher G&A, though maiden annual free cash flow of $4.7m was achieved.
Smart Products contributed mid-single digit revenue with Smart Distribution the main driver, while Channels Plus adoption passed 5k Properties and DR-plus v2.0 is set to launch, the analysts highlight.
This report was published on August 28, 2025.
Target price is $7.00 Current Price is $6.69 Difference: $0.31
If SDR meets the Wilsons target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $7.53, suggesting upside of 11.4%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Wilsons forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 6690.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is -0.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is N/A.
Forecast for FY27:
Wilsons forecasts a full year FY27 dividend of 0.00 cents and EPS of 8.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 77.79.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.4, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 105.6.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SIG SIGMA HEALTHCARE LIMITED
Health & Nutrition – Overnight Price: $3.09
Jarden rates ((SIG)) as Overweight (2) –
Jarden believes Sigma Healthcare reported a robust, maiden FY25 result with a 41% rise in underlying earnings (EBIT), including accelerating trends into 4Q25, which have continued into year-to-date sales for FY26, up over 10% on a like-for-like basis.
The company is expected to benefit from secular tailwinds, space optimisation, and market share gains.
Jarden raises its earnings forecasts by 5%-6% for FY26-FY27 on higher margins, but highlights its estimates err on the conservative side.
No change to Overweight rating. Target lifts to $3.40 from $3.30. On a growth-adjusted basis, the analyst continues to find the stock appealing.
This report was published on August 27, 2025.
Target price is $3.40 Current Price is $3.09 Difference: $0.31
If SIG meets the Jarden target it will return approximately 10% (excluding dividends, fees and charges).
Current consensus price target is $3.06, suggesting upside of 0.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 3.60 cents and EPS of 6.00 cents.
At the last closing share price the estimated dividend yield is 1.17%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 51.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 6.2, implying annual growth of 22.5%.
Current consensus DPS estimate is 3.9, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 49.2.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 4.30 cents and EPS of 7.20 cents.
At the last closing share price the estimated dividend yield is 1.39%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 42.92.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 7.3, implying annual growth of 17.7%.
Current consensus DPS estimate is 4.5, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 41.8.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
SYL SYMAL GROUP LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $1.81
Petra Capital rates ((SYL)) as Buy (1) –
Symal Group’s FY25 earnings (EBITDA) at $106.1m came in above guidance, but compositionally the result was very different to what Petra Capital expected.
The outlook is robust, with management pointing to work-in-hand growth of 35% for FY26 and earnings (EBITDA) range of $115m-$125m, with consensus at $124.2m. Symal remains focused on scaling its Sycle and Searo business via both organic growth and acquisition.
Contracting missed prospectus revenue forecasts, while Plant & Equipment underpinned the gross profit and earnings beat against the analyst’s forecast.
Petra Capital forecasts revenue growth of 16% for FY26-FY28, with earnings (EBITDA) margins averaging 10.5% and capex peaking in FY26 at -$86.3m.
EPS forecasts are lowered by -6.2% for FY26, and the target slips by -3.5% to $2.75. Buy rating retained.
This report was published on August 27, 2025.
Target price is $2.85 Current Price is $1.81 Difference: $1.04
If SYL meets the Petra Capital target it will return approximately 57% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 11.30 cents and EPS of 22.50 cents.
At the last closing share price the estimated dividend yield is 6.24%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 8.04.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 12.60 cents and EPS of 25.20 cents.
At the last closing share price the estimated dividend yield is 6.96%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.18.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TAH TABCORP HOLDINGS LIMITED
Gaming – Overnight Price: $1.04
Jarden rates ((TAH)) as Overweight (2) –
Against a weak operating and wagering backdrop, Tabcorp Holdings reported stronger-than-expected FY25 results, according to Jarden.
Management offered no quantitative guidance, but consensus earnings upgrades are flagged as likely by the analyst, who raises average earnings (EBITDA) forecasts by 3.9% and net profit after tax by 2.6% for FY26-FY30 inclusive.
Commentary suggests the company remains highly geared operationally to end wagering markets, with notable concerns around the structural decline in racing and Tabcorp’s overweight position in this segment.
Target rises to $1 from 75c. Overweight.
This report was published on August 27, 2025.
Target price is $1.00 Current Price is $1.04 Difference: minus $0.04 (current price is over target).
If TAH meets the Jarden target it will return approximately minus 4% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $1.02, suggesting upside of 0.2%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 1.60 cents and EPS of 2.60 cents.
At the last closing share price the estimated dividend yield is 1.54%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.00.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 3.0, implying annual growth of 87.5%.
Current consensus DPS estimate is 2.2, implying a prospective dividend yield of 2.2%.
Current consensus EPS estimate suggests the PER is 34.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 2.20 cents and EPS of 3.20 cents.
At the last closing share price the estimated dividend yield is 2.12%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 32.50.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 3.5, implying annual growth of 16.7%.
Current consensus DPS estimate is 2.6, implying a prospective dividend yield of 2.5%.
Current consensus EPS estimate suggests the PER is 29.1.
Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TPG TPG TELECOM LIMITED
Telecommunication – Overnight Price: $5.04
Jarden rates ((TPG)) as Neutral (3) –
No surprises at TPG Telecom’s 1H25 result as the unaudited numbers were pre-released. The highlight was the company affirming it is on track to meet FY25 guidance, and Jarden’s EBITDA forecast is in line with the midpoint $1.63bn.
The broker reckons despite solid fundamentals, the -$688m reinvestment plan remains the overhang with details due only in October.
Post-paid subscriber growth in the 1H of 15k outperformed competitors, the broker highlights, but notes it may be price-driven and susceptible to elasticity risk.
The broker left FY25 EBITDA forecast unchanged but lifted FY26-27 forecasts by 6%. Neutral. Target unchanged at $5.30.
This report was published on August 28, 2025.
Target price is $5.30 Current Price is $5.04 Difference: $0.26
If TPG meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $5.39, suggesting upside of 10.2%(ex-dividends)
The company’s fiscal year ends in December.
Forecast for FY26:
Jarden forecasts a full year FY26 EPS of 9.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 55.38.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 17.5, implying annual growth of N/A.
Current consensus DPS estimate is 19.0, implying a prospective dividend yield of 3.9%.
Current consensus EPS estimate suggests the PER is 27.9.
Forecast for FY27:
Jarden forecasts a full year FY27 EPS of 15.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 31.70.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 18.1, implying annual growth of 3.4%.
Current consensus DPS estimate is 19.0, implying a prospective dividend yield of 3.9%.
Current consensus EPS estimate suggests the PER is 27.0.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
TRJ TRAJAN GROUP HOLDINGS LIMITED
Medical Equipment & Devices – Overnight Price: $0.89
Canaccord Genuity rates ((TRJ)) as Buy (1) –
Canaccord Genuity describes Trajan Group’s FY25 result as reinforcing the need to shift from revenue growth, though still low single-digit, to margin restoration.
Revenue was pre-reported but gross margin compressed to 36.7% from 39.1% in FY24, driving an EBITDA miss and a softer FY26 outlook.
No change to the broker’s revenue forecasts, but gross margin forecasts reduced given the miss and on tariff uncertainty. Over time, the broker expects margin improvement but only back into the low-40% range vs management’s long-term 50% target.
Buy. Target trimmed to $1.20 from $1.40.
This report was published on August 28, 2025.
Target price is $1.20 Current Price is $0.89 Difference: $0.31
If TRJ meets the Canaccord Genuity target it will return approximately 35% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 2.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 32.96.
Forecast for FY27:
Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 1.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 74.17.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WES WESFARMERS LIMITED
Consumer Products & Services – Overnight Price: $88.67
Jarden rates ((WES)) as Underweight (4) –
Wesfarmers’ FY25 revenue was up 3% y/y and 1% ahead of Jarden’s forecast. EBITDA and net profit also beat by 1%, and final dividend of $1.11 was higher than the broker’s $1.09 forecast.
While the result was a good one, the broker believes growth is still benign ex-Kmart, with near-term returns mostly cycle-driven on support from lower rates. Longer-term growth requires investment but management is cautious on accelerating spend.
Modest revisions made to FY26 forecasts but with no net impact on net profit. Modest margin expansion is expected for Bunnings while Kmart’s margin is expected to decline.
Underweight. Target rises to $73.40 from $73.10.
This report was published on August 29, 2025.
Target price is $73.40 Current Price is $88.67 Difference: minus $15.27 (current price is over target).
If WES meets the Jarden target it will return approximately minus 17% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $82.80, suggesting downside of -8.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 341.00 cents and EPS of 216.40 cents.
At the last closing share price the estimated dividend yield is 3.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.98.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 247.4, implying annual growth of -4.1%.
Current consensus DPS estimate is 251.8, implying a prospective dividend yield of 2.8%.
Current consensus EPS estimate suggests the PER is 36.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 210.00 cents and EPS of 238.90 cents.
At the last closing share price the estimated dividend yield is 2.37%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 37.12.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 269.5, implying annual growth of 8.9%.
Current consensus DPS estimate is 235.5, implying a prospective dividend yield of 2.6%.
Current consensus EPS estimate suggests the PER is 33.5.
Market Sentiment: -0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WOW WOOLWORTHS GROUP LIMITED
Food, Beverages & Tobacco – Overnight Price: $27.15
Jarden rates ((WOW)) as Overweight (2) –
Jarden says Woolworths Group served up disappointing, weak FY25 results, and guidance at the midpoint for FY26 implied an earnings outlook downgrade.
The analyst believes management needs to “get back to basics” for a customer-led approach, as sales were soft versus peers Coles Group ((COL)) and Sigma Healthcare ((SIG)), which evidenced stronger growth in 4Q25 and into FY26.
Jarden cut its EPS forecasts by -14% for FY26 and -15% for FY27 and FY28. No change to Overweight rating, with a positive outlook on the company’s longer-term opportunities subject to management’s execution. Target drops to $30.10 from $36.30.
Commentary posits Coles is more likely to re-rate in the short term, arising from better execution and capital allocation.
This report was published on August 28, 2025.
Target price is $30.10 Current Price is $27.15 Difference: $2.95
If WOW meets the Jarden target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $30.82, suggesting upside of 11.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 95.00 cents and EPS of 128.00 cents.
At the last closing share price the estimated dividend yield is 3.50%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.21.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 127.5, implying annual growth of 61.6%.
Current consensus DPS estimate is 93.5, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 21.7.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 105.00 cents and EPS of 141.20 cents.
At the last closing share price the estimated dividend yield is 3.87%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.23.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 142.4, implying annual growth of 11.7%.
Current consensus DPS estimate is 104.8, implying a prospective dividend yield of 3.8%.
Current consensus EPS estimate suggests the PER is 19.4.
Market Sentiment: 0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
WTC WISETECH GLOBAL LIMITED
Cloud services – Overnight Price: $94.80
Jarden rates ((WTC)) as Downgrade to Underweight from Neutral (4) –
WiseTech Global reported weaker earnings momentum than expected in FY25, resulting in Jarden downgrading the stock to Underweight from Neutral.
FY26 revenue guidance of 14% to 21% growth missed the analyst’s previous forecast of over 30% growth, but positively Container Transport Optimisation will be in the market.
Jarden lowers its net profit after tax forecasts by -9% for FY26 and -3.6% for FY27 post-guidance, with longer-term EPS estimates materially downgraded by -19%.
Target price falls to $82 from $106.
This report was published on August 28, 2025.
Target price is $82.00 Current Price is $94.80 Difference: minus $12.8 (current price is over target).
If WTC meets the Jarden target it will return approximately minus 14% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $123.99, suggesting upside of 31.3%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 14.00 cents and EPS of 107.89 cents.
At the last closing share price the estimated dividend yield is 0.15%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 87.87.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 121.8, implying annual growth of N/A.
Current consensus DPS estimate is 22.9, implying a prospective dividend yield of 0.2%.
Current consensus EPS estimate suggests the PER is 77.5.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 21.10 cents and EPS of 104.70 cents.
At the last closing share price the estimated dividend yield is 0.22%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 90.54.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 172.5, implying annual growth of 41.6%.
Current consensus DPS estimate is 34.0, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 54.7.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Disclaimer:
The content of this information does in no way reflect the opinions of FNArena, or of its journalists. In fact we don’t have any opinion about the stock market, its value, future direction or individual shares. FNArena solely reports about what the main experts in the market note, believe and comment on. By doing so we believe we provide experienced, intelligent investors with a valuable tool that helps them in making up their own minds, reading market trends and getting a feel for what is happening beneath the surface.
This document is provided for informational purposes only. It does not constitute an offer to sell or a solicitation to buy any security or other financial instrument. FNArena employs very experienced journalists who base their work on information believed to be reliable and accurate, though no guarantee is given that the daily report is accurate or complete. Investors should contact their personal adviser before making any investment decision.
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