Daily Market Reports | Nov 13 2025
This story features ACROW LIMITED, and other companies.
For more info SHARE ANALYSIS: ACF
The company is included in ALL-ORDS
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COMPANIES DISCUSSED IN THIS ISSUE
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The number next to the symbol represents the number of brokers covering it for this report -(if more than 1)
ACF ANZ AUB BRE CVV GDG (2) HAS ILU LYC MEI MEK MQG NWS REA VHM VYS
ACF ACROW LIMITED
Building Products & Services – Overnight Price: $1.11
Petra Capital rates ((ACF)) as Buy (1) –
At the November 14th AGM, Petra Capital expects management to offer a trading update, with conditions continuing to remain challenging for Acrow, not unlike the FY24 AGM.
An update on secured hire contracts, pipeline, revenue/earnings guidance, and some qualitative commentary on 1Q26 is anticipated, noting the company announced record hire contracts up 26.4% y/y to $98.2m and a pipeline up 15% y/y to $217.5m in August.
The analyst’s earnings (EBITDA) forecasts sit -5.1% below consensus and represent growth of 5.8% y/y estimated for FY26.
Buy. Target $1.68.
This report was published on November 11, 2025.
Target price is $1.68 Current Price is $1.11 Difference: $0.57
If ACF meets the Petra Capital target it will return approximately 51% (excluding dividends, fees and charges).
Current consensus price target is $1.31, suggesting upside of 21.0%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 5.60 cents and EPS of 11.20 cents.
At the last closing share price the estimated dividend yield is 5.05%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 9.91.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 11.6, implying annual growth of 53.2%.
Current consensus DPS estimate is 6.0, implying a prospective dividend yield of 5.6%.
Current consensus EPS estimate suggests the PER is 9.3.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 7.80 cents and EPS of 15.50 cents.
At the last closing share price the estimated dividend yield is 7.03%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 7.16.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 13.4, implying annual growth of 15.5%.
Current consensus DPS estimate is 6.5, implying a prospective dividend yield of 6.0%.
Current consensus EPS estimate suggests the PER is 8.1.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ANZ ANZ GROUP HOLDINGS LIMITED
Banks – Overnight Price: $38.85
Jarden rates ((ANZ)) as Overweight (2) –
Management at ANZ Bank delivered a clear and disciplined FY25 update, in Jarden’s view.
Five priorities were outlined, including leadership renewal, faster Suncorp Bank integration, ANZ Plus expansion, cost reduction, and enhanced risk management.
The broker highlights management’s transparency on underperformance metrics such as MFI and NPS, seeing material improvement potential through productivity and platform investment.
MFI stands for Main Financial Institution, a key customer metric used by banks to measure primary banking relationships.
FY25 revenue was steady, with net interest income up 2.5% and margins flat at 1.56%, while opex rose due to restructuring and Suncorp migration costs, explains the broker.
Jarden lifts FY27 earnings by 2% and its target to $35 from $34. Overweight rating unchanged.
This report was published on November 10, 2025.
Target price is $35.00 Current Price is $38.85 Difference: minus $3.85 (current price is over target).
If ANZ meets the Jarden target it will return approximately minus 10% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $33.52, suggesting downside of -8.7%(ex-dividends)
The company’s fiscal year ends in September.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 166.00 cents and EPS of 252.70 cents.
At the last closing share price the estimated dividend yield is 4.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.37.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 245.2, implying annual growth of 23.7%.
Current consensus DPS estimate is 167.4, implying a prospective dividend yield of 4.6%.
Current consensus EPS estimate suggests the PER is 15.0.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 166.00 cents and EPS of 271.60 cents.
At the last closing share price the estimated dividend yield is 4.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.30.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 252.9, implying annual growth of 3.1%.
Current consensus DPS estimate is 174.0, implying a prospective dividend yield of 4.7%.
Current consensus EPS estimate suggests the PER is 14.5.
Market Sentiment: -0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
AUB AUB GROUP LIMITED
Insurance – Overnight Price: $38.73
Jarden rates ((AUB)) as Overweight (2) –
AUB Group has allowed Swedish private equity firm EQT to form a consortium with CVC Asia Pacific to jointly pursue its $45-a-share non-binding indicative offer.
Jarden describes the mid-process partnership as unconventional but consistent with ongoing consolidation trends across the insurance sector. CVC’s insurance track record is viewed positively, while the exclusivity period has been extended to December 4.
The analysts note an unchanged offer price and flag increased execution risk given dual counterparties, although funding risk may be reduced.
Jarden retains its $40.20 target and reiterates an Overweight rating.
This report was published on November 10, 2025.
Target price is $40.20 Current Price is $38.73 Difference: $1.47
If AUB meets the Jarden target it will return approximately 4% (excluding dividends, fees and charges).
Current consensus price target is $40.02, suggesting upside of 3.8%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 104.30 cents and EPS of 188.60 cents.
At the last closing share price the estimated dividend yield is 2.69%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 20.54.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 182.3, implying annual growth of 18.0%.
Current consensus DPS estimate is 104.2, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 21.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 115.00 cents and EPS of 210.30 cents.
At the last closing share price the estimated dividend yield is 2.97%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.42.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 195.3, implying annual growth of 7.1%.
Current consensus DPS estimate is 111.4, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 19.7.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
BRE BRAZILIAN RARE EARTHS LIMITED
Rare Earth Minerals – Overnight Price: $4.71
Canaccord Genuity rates ((BRE)) as Speculative Buy (1) –
Canaccord Genuity retains a constructive outlook on rare earth equities, citing China’s 12-month pause on rare earth export controls as positive for supply certainty and magnet demand. Global dependence on China remains unresolved, note the analysts.
Prices and sentiment have improved, highlights the broker, yet export restrictions persist for strategic uses, with new non-Chinese supply unlikely before 2028.
It’s believed China will still hold around 75% of NdPr refining and 85% of magnet capacity by then, maintaining market dominance.
Canaccord lifts its NdPr price forecasts by an average 16% for 2026-30, with the long-term at US$130/kg, and raises Dy and Tb oxide price estimates by 10-50%.
The target for Brazilian Rare Earths rises to $6.40 from $5.65. Speculative Buy.
This report was published on November 7, 2025.
Target price is $6.40 Current Price is $4.71 Difference: $1.69
If BRE meets the Canaccord Genuity target it will return approximately 36% (excluding dividends, fees and charges).
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
CVV CARAVEL MINERALS LIMITED
Copper – Overnight Price: $0.25
Canaccord Genuity rates ((CVV)) as Speculative Buy (1) –
Caravel Minerals has signed a non-binding MOU with Adani Enterprise’s subsidiary Kutch Copper to progress the Caravel Copper Project in Western Australia’s Wheatbelt.
Canaccord Genuity explains the agreement covers potential equity participation, funding collaboration and a life-of-mine offtake for up to 100% of copper concentrate.
The agreement is seen as a key step toward a 2026 final investment decision (FID), combining Caravel’s large-scale resource with Adani’s processing and logistics strength.
Canaccord expects the partnership will de-risk funding and execution through Adani’s capital and technical capacity.
Speculative Buy. Target price 60c.
This report was published on November 7, 2025.
Target price is $0.60 Current Price is $0.25 Difference: $0.35
If CVV meets the Canaccord Genuity target it will return approximately 140% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.
Forecast for FY25:
Canaccord Genuity forecasts a full year FY25 dividend of 0.00 cents and EPS of 0.00 cents.
Forecast for FY26:
Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.00 cents.
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: $6.60
Moelis rates ((GDG)) as Buy (1) –
Generation Development reinforced a robust performance-related culture at its Investor Day while outlining medium-term growth targets for three to five years across the three pillars of its business.
Moelis notes Evidentia Group has over $75bn in FUM, with the broker forecasting $70bn in FUM by FY28.
Generation Life bonds at $10bn in FUM outperformed the analyst’s forecast of $8.2bn, and Lifetime annuities FUM of $1bn compared to the analyst’s estimate of $0.8bn, with Lonsec offering over 2,500 products researched or rated.
No changes to the broker’s earnings estimates, which were updated at its 1Q26 update.
Buy rating retained. Target rises to $8.45 from $8.44.
This report was published on November 12, 2025.
Target price is $8.45 Current Price is $6.60 Difference: $1.85
If GDG meets the Moelis target it will return approximately 28% (excluding dividends, fees and charges).
Current consensus price target is $7.97, suggesting upside of 20.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Moelis forecasts a full year FY26 dividend of 2.00 cents and EPS of 10.20 cents.
At the last closing share price the estimated dividend yield is 0.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 64.71.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.9, implying annual growth of -6.3%.
Current consensus DPS estimate is 2.5, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 60.5.
Forecast for FY27:
Moelis forecasts a full year FY27 dividend of 2.00 cents and EPS of 14.70 cents.
At the last closing share price the estimated dividend yield is 0.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 44.90.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.7, implying annual growth of 34.9%.
Current consensus DPS estimate is 3.6, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 44.8.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
Petra Capital rates ((GDG)) as Buy (1) –
As outlined at Generation Development’s AGM by management, the managed account market is flagged to grow to $520bn by FY30, a CAGR of 15% between FY25-FY30, and remains an underexposed area with just 16%.
The analyst believes the company is well positioned in investment bonds and has the opportunity to achieve similar success in annuities, even though it has just $65m in annuities currently, but has shown success in competing and taking market share from incumbents.
Target price is raised to $7.35 from $7.17.
This report was published on November 12, 2025.
Target price is $7.35 Current Price is $6.60 Difference: $0.75
If GDG meets the Petra Capital target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $7.97, suggesting upside of 20.9%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Petra Capital forecasts a full year FY26 dividend of 2.50 cents and EPS of 11.20 cents.
At the last closing share price the estimated dividend yield is 0.38%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 58.93.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 10.9, implying annual growth of -6.3%.
Current consensus DPS estimate is 2.5, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 60.5.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 4.90 cents and EPS of 14.10 cents.
At the last closing share price the estimated dividend yield is 0.74%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 46.81.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 14.7, implying annual growth of 34.9%.
Current consensus DPS estimate is 3.6, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 44.8.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
HAS HASTINGS TECHNOLOGY METALS LIMITED
Rare Earth Minerals – Overnight Price: $0.60
Canaccord Genuity rates ((HAS)) as Hold (3) –
Canaccord Genuity retains a constructive outlook on rare earth equities, citing China’s 12-month pause on rare earth export controls as positive for supply certainty and magnet demand. Global dependence on China remains unresolved, note the analysts.
Prices and sentiment have improved, highlights the broker, yet export restrictions persist for strategic uses, with new non-Chinese supply unlikely before 2028.
It’s believed China will still hold around 75% of NdPr refining and 85% of magnet capacity by then, maintaining market dominance.
Canaccord lifts its NdPr price forecasts by an average 16% for 2026-30, with the long-term at US$130/kg, and raises Dy and Tb oxide price estimates by 10-50%.
The target for Hastings Technology Metals rises to 55c from 35c. Hold.
This report was published on November 7, 2025.
Target price is $0.55 Current Price is $0.60 Difference: minus $0.05 (current price is over target).
If HAS meets the Canaccord Genuity target it will return approximately minus 8% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
ILU ILUKA RESOURCES LIMITED
Mineral Sands – Overnight Price: $6.54
Canaccord Genuity rates ((ILU)) as Upgrade to Buy from Hold (1) –
Canaccord Genuity retains a constructive outlook on rare earth equities, citing China’s 12-month pause on rare earth export controls as positive for supply certainty and magnet demand. Global dependence on China remains unresolved, note the analysts.
Prices and sentiment have improved, highlights the broker, yet export restrictions persist for strategic uses, with new non-Chinese supply unlikely before 2028.
It’s believed China will still hold around 75% of NdPr refining and 85% of magnet capacity by then, maintaining market dominance.
Canaccord lifts its NdPr price forecasts by an average 16% for 2026-30, with the long-term at US$130/kg, and raises Dy and Tb oxide price estimates by 10-50%.
For Iluka Resources, the target rises to $7.30 from $7.10 and the broker’s rating is upgraded to Buy from Hold.
This report was published on November 7, 2025.
Target price is $7.30 Current Price is $6.54 Difference: $0.76
If ILU meets the Canaccord Genuity target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $6.49, suggesting downside of -1.2%(ex-dividends)
Forecast for FY25:
Current consensus EPS estimate is 20.7, implying annual growth of -61.8%.
Current consensus DPS estimate is 6.1, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 31.7.
Forecast for FY26:
Current consensus EPS estimate is 11.7, implying annual growth of -43.5%.
Current consensus DPS estimate is 8.5, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 56.2.
Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
LYC LYNAS RARE EARTHS LIMITED
Rare Earth Minerals – Overnight Price: $13.83
Canaccord Genuity rates ((LYC)) as Upgrade to Buy from Hold (1) –
Canaccord Genuity retains a constructive outlook on rare earth equities, citing China’s 12-month pause on rare earth export controls as positive for supply certainty and magnet demand. Global dependence on China remains unresolved, note the analysts.
Prices and sentiment have improved, highlights the broker, yet export restrictions persist for strategic uses, with new non-Chinese supply unlikely before 2028.
It’s believed China will still hold around 75% of NdPr refining and 85% of magnet capacity by then, maintaining market dominance.
Canaccord lifts its NdPr price forecasts by an average 16% for 2026-30, with the long-term at US$130/kg, and raises Dy and Tb oxide price estimates by 10-50%.
The broker raises its target for Lynas Rare Earths to $15.55 from $14.15 and upgrades to Buy from Hold.
This report was published on November 7, 2025.
Target price is $15.55 Current Price is $13.83 Difference: $1.72
If LYC meets the Canaccord Genuity target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $13.61, suggesting downside of -3.8%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is 36.3, implying annual growth of 4170.6%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 39.0.
Forecast for FY27:
Current consensus EPS estimate is 57.4, implying annual growth of 58.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 24.6.
Market Sentiment: -0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MEI METEORIC RESOURCES NL
Gold & Silver – Overnight Price: $0.18
Canaccord Genuity rates ((MEI)) as Speculative Buy (1) –
Canaccord Genuity retains a constructive outlook on rare earth equities, citing China’s 12-month pause on rare earth export controls as positive for supply certainty and magnet demand. Global dependence on China remains unresolved, note the analysts.
Prices and sentiment have improved, highlights the broker, yet export restrictions persist for strategic uses, with new non-Chinese supply unlikely before 2028.
It’s believed China will still hold around 75% of NdPr refining and 85% of magnet capacity by then, maintaining market dominance.
Canaccord lifts its NdPr price forecasts by an average 16% for 2026-30, with the long-term at US$130/kg, and raises Dy and Tb oxide price estimates by 10-50%.
The Speculative Buy rating for Meteoric Resources is unchanged and the target rises to 40c from 35c.
This report was published on November 7, 2025.
Target price is $0.40 Current Price is $0.18 Difference: $0.22
If MEI meets the Canaccord Genuity target it will return approximately 122% (excluding dividends, fees and charges).
Current consensus price target is $0.33, suggesting upside of 73.7%(ex-dividends)
Forecast for FY26:
Current consensus EPS estimate is -1.0, 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:
Current consensus EPS estimate is -0.9, 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: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MEK MEEKA METALS LIMITED
Gold & Silver – Overnight Price: $0.24
Petra Capital rates ((MEK)) as Buy (1) –
Meeka Metals’ latest drilling has resulted in thick, shallow, high-grade intersections outside of the existing open pit at Turnberry South, which is in production, Petra Capital explains.
The results showed 8m at 14.75g/t Au from 44m and come on the back of other positive drilling updates at Turnberry North and Central, pointing to an extension of open pit production beyond the initial two years.
Petra Capital’s base case assumes a 0.6mtpa operation over a 10-year life of mine and average annual production of 62koz, with a mine inventory of 5.9mt at 3.38g/t for 641koz.
Target 33c unchanged. Buy rated.
This report was published on November 11, 2025.
Target price is $0.33 Current Price is $0.24 Difference: $0.09
If MEK meets the Petra Capital target it will return approximately 38% (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 0.00 cents and EPS of 5.50 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 4.36.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of 6.20 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 3.87.
Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
MQG MACQUARIE GROUP LIMITED
Wealth Management & Investments – Overnight Price: $204.83
Jarden rates ((MQG)) as Upgrade to Overweight from Underweight (2) –
After reviewing 1H results, Jarden believes Macquarie Group is entering a transition phase, with recent divestments providing improved earnings visibility.
The broker highlights the agreed sale of Macquarie Asset Management’s (MAM’s) stake in Aligned Data Centers, which secures around three years of performance fees.
MAM has stabilised, according to the analysts, with proceeds from selling its US and European public investments business to Nomura to be redeployed into private markets. A solid capital markets pipeline is believed to support Macquarie Capital (MacCap).
Jarden lifts its FY26-28 cash earnings by up to 5%, upgrading to Overweight from Underweight with an unchanged $200 target.
This report was published on November 7, 2025.
Target price is $200.00 Current Price is $204.83 Difference: minus $4.83 (current price is over target).
If MQG meets the Jarden target it will return approximately minus 2% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $222.20, suggesting upside of 8.5%(ex-dividends)
The company’s fiscal year ends in March.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 700.00 cents and EPS of 1091.40 cents.
At the last closing share price the estimated dividend yield is 3.42%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18.77.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1085.0, implying annual growth of 10.8%.
Current consensus DPS estimate is 701.5, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 18.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 830.00 cents and EPS of 1296.40 cents.
At the last closing share price the estimated dividend yield is 4.05%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.80.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 1182.8, implying annual growth of 9.0%.
Current consensus DPS estimate is 771.5, implying a prospective dividend yield of 3.8%.
Current consensus EPS estimate suggests the PER is 17.3.
Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
NWS NEWS CORPORATION
Print, Radio & TV – Overnight Price: $45.96
Jarden rates ((NWS)) as Overweight (2) –
News Corp delivered a solid 1Q25 result, according to Jarden, with earnings (EBITDA) of US$340m, up 5% year-on-year and 6% ahead of the broker’s expectations.
The analysts highlight a strong performance in News Media, where earnings nearly doubled forecasts, supported by cost savings and pricing, while Dow Jones’ Professional Information services grew 10%.
REA Group ((REA)) and Book Publishing performed in line with the broker’s expectations, though India softness led to minor REA Group forecast downgrades.
Jarden sees potential upside from upcoming AI partnerships not yet priced in and raises its FY26 EPS by 3.9%. Target price slips to $51.70 from $53 due to the REA Group adjustment. Overweight rating maintained.
This report was published on November 10, 2025.
Target price is $51.70 Current Price is $45.96 Difference: $5.74
If NWS meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $59.00, suggesting upside of 28.7%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 31.14 cents and EPS of 154.78 cents.
At the last closing share price the estimated dividend yield is 0.68%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.69.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 158.5, implying annual growth of N/A.
Current consensus DPS estimate is 30.5, implying a prospective dividend yield of 0.7%.
Current consensus EPS estimate suggests the PER is 28.9.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 31.14 cents and EPS of 174.25 cents.
At the last closing share price the estimated dividend yield is 0.68%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.38.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 190.7, implying annual growth of 20.3%.
Current consensus DPS estimate is 30.5, implying a prospective dividend yield of 0.7%.
Current consensus EPS estimate suggests the PER is 24.0.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
REA REA GROUP LIMITED
Real Estate – Overnight Price: $204.25
Jarden rates ((REA)) as Upgrade to Neutral from Underweight (3) –
REA Group’s 1Q26 revenue rose 4% to $429m, broadly in line with Jarden’s expectations, while earnings (EBITDA) of $254m were marginally ahead.
The broker notes residential yield growth of 13% met forecasts, offsetting softer performance from India, where revenues declined -20%. Cost control is seen as a positive, with full-year guidance unchanged following the removal of Housing Edge from forecasts.
Jarden trims FY26 EBITDA and EPS forecasts by -0.6% and -1.1%, respectively, and lowers its target to $207 from $212. The rating is upgraded to Neutral from Underweight after recent share price underperformance.
This report was published on November 7, 2025.
Target price is $207.00 Current Price is $204.25 Difference: $2.75
If REA meets the Jarden target it will return approximately 1% (excluding dividends, fees and charges).
Current consensus price target is $257.89, suggesting upside of 28.6%(ex-dividends)
The company’s fiscal year ends in June.
Forecast for FY26:
Jarden forecasts a full year FY26 dividend of 349.00 cents and EPS of 498.60 cents.
At the last closing share price the estimated dividend yield is 1.71%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.96.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 500.4, implying annual growth of -2.5%.
Current consensus DPS estimate is 293.8, implying a prospective dividend yield of 1.5%.
Current consensus EPS estimate suggests the PER is 40.1.
Forecast for FY27:
Jarden forecasts a full year FY27 dividend of 407.80 cents and EPS of 582.60 cents.
At the last closing share price the estimated dividend yield is 2.00%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 35.06.How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 584.3, implying annual growth of 16.8%.
Current consensus DPS estimate is 342.5, implying a prospective dividend yield of 1.7%.
Current consensus EPS estimate suggests the PER is 34.3.
Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
VHM VHM LIMITED
Mineral Sands – Overnight Price: $0.54
Canaccord Genuity rates ((VHM)) as Speculative Buy (1) –
Canaccord Genuity has pushed the timing for NdPr deficits to 2026 on slower growth in EV sales. Some offset from a rise in rare earth demand for humanoid robotics is envisaged, but not until the 2030s.
The broker cut forecasts for NdPr oxides until 2030, including -22% decline in FY25 and -23% in FY26 and also made significant cuts to forecasts for Dysprosium and Terbium throughout the forecast period.
Overall, the broker believes stronger pricing momentum is required to drive broader equity moves in the rare earths sector.
Target price for VHM is raised to $1.15 from $1.05. Speculative Buy maintained.
This report was published on November 7, 2025.
Target price is $1.15 Current Price is $0.54 Difference: $0.61
If VHM meets the Canaccord Genuity target it will return approximately 113% (excluding dividends, fees and charges).
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources
VYS VYSARN LIMITED
Industrial Sector Contractors & Engineers – Overnight Price: $0.63
Petra Capital rates ((VYS)) as No Rating (-1) –
Petra Capital outlines an upgrade in its target price for Vysarn on the back of changed assumptions around the outlook for the emerging Asset Management business, which is pending approval for the development of a groundwater asset in the Pilbara.
With growing concerns around water security in the Pilbara region, including Port Hedland, the broker sees Asset Management’s Kariyarra Water Scheme JV as being in the “right place at the right time”.
There is believed to be considerable upside potential if Vysarn can achieve its growth strategy to develop into an integrated end-to-end water solutions provider.
Target price lifts to 69c from 59c. Buy rating unchanged.
This report was published on November 12, 2025.
Target price is $0.69 Current Price is $0.63 Difference: $0.06
If VYS meets the Petra Capital target it will return approximately 10% (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 0.00 cents and EPS of 2.60 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.23.
Forecast for FY27:
Petra Capital forecasts a full year FY27 dividend of 0.00 cents and EPS of 3.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.00.
Market Sentiment: 1.0
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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