Australian Broker Call *Extra* Edition – Jan 19, 2026

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(
    [0] => Array
        (
            [0] => ((3DA))
            [1] => ((AAR))
            [2] => ((ABB))
            [3] => ((ARF))
            [4] => ((ASK))
            [5] => ((ASL))
            [6] => ((AZY))
            [7] => ((BTR))
            [8] => ((BWP))
            [9] => ((CBA))
            [10] => ((MQG))
            [11] => ((CHC))
            [12] => ((CIP))
            [13] => ((CLW))
            [14] => ((CNI))
            [15] => ((COF))
            [16] => ((CQE))
            [17] => ((CQR))
            [18] => ((CSC))
            [19] => ((SFR))
            [20] => ((DXS))
            [21] => ((GMG))
            [22] => ((GPT))
            [23] => ((HDN))
            [24] => ((HMC))
            [25] => ((INA))
            [26] => ((IPG))
            [27] => ((KYP))
            [28] => ((LIC))
            [29] => ((MGR))
            [30] => ((MM8))
            [31] => ((NSR))
            [32] => ((RGN))
            [33] => ((RRL))
            [34] => ((RSG))
            [35] => ((RXL))
            [36] => ((SCG))
            [37] => ((SGP))
            [38] => ((SLC))
            [39] => ((ABB))
            [40] => ((SMI))
            [41] => ((SS1))
            [42] => ((STK))
            [43] => ((TCG))
            [44] => ((TLC))
            [45] => ((TTM))
            [46] => ((USL))
            [47] => ((VAU))
            [48] => ((VCX))
            [49] => ((WAF))
            [50] => ((WGX))
            [51] => ((WPR))
            [52] => ((WTC))
        )

    [1] => Array
        (
            [0] => 3DA
            [1] => AAR
            [2] => ABB
            [3] => ARF
            [4] => ASK
            [5] => ASL
            [6] => AZY
            [7] => BTR
            [8] => BWP
            [9] => CBA
            [10] => MQG
            [11] => CHC
            [12] => CIP
            [13] => CLW
            [14] => CNI
            [15] => COF
            [16] => CQE
            [17] => CQR
            [18] => CSC
            [19] => SFR
            [20] => DXS
            [21] => GMG
            [22] => GPT
            [23] => HDN
            [24] => HMC
            [25] => INA
            [26] => IPG
            [27] => KYP
            [28] => LIC
            [29] => MGR
            [30] => MM8
            [31] => NSR
            [32] => RGN
            [33] => RRL
            [34] => RSG
            [35] => RXL
            [36] => SCG
            [37] => SGP
            [38] => SLC
            [39] => ABB
            [40] => SMI
            [41] => SS1
            [42] => STK
            [43] => TCG
            [44] => TLC
            [45] => TTM
            [46] => USL
            [47] => VAU
            [48] => VCX
            [49] => WAF
            [50] => WGX
            [51] => WPR
            [52] => WTC
        )

)

This story features AMAERO LIMITED, and other companies.
For more info SHARE ANALYSIS: 3DA
The company is included in ALL-ORDS

An additional news report on the recommendation, valuation, forecast and opinion changes and updates for ASX-listed equities.

In addition to The Australian Broker Call Report, which is published and updated daily (Mon-Fri), FNArena has now added The Australian Broker Call *Extra* Edition, featuring additional sources of research and insights on ASX-listed stocks, also enlarging the number of stocks that make up the FNArena universe.

One key difference is the *Extra* Edition will not be updated daily, but merely “regularly” depending on availability of suitable quality content. As such, the *Extra* Edition tries to build a bridge between daily updates via the Australian Broker Call Report and ad hoc news stories, that are not always timely for investors hungry for the next information update.

Investors using the *Extra* Edition as a source of input for their own share market research should thus take into account that information after publication may not be up to date, or yet awaiting another update by FNArena’s team of journalists.

Similar to The Australian Broker Call Report, this *Extra* Edition includes concise but limited reviews of research recently published by Stockbrokers and other experts, which should be considered as information concerning likely market behaviour rather than advice on the securities mentioned. Do not act on the contents of this Report without first reading the important information included at the end of this Report.

The Australian Broker Call *Extra* Edition is a summary that has been prepared independently of the sources identified. Readers will check the full text of the recommendations and consult a Licenced Advisor before making any investment decision.

The copyright of this Report is owned by the publisher. Readers will not copy, forward or disseminate this Report to any other person. For more vital information about the sources included, see the bottom of this Report.

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)

3DA   AAR   ABB   ARF   ASK   ASL   AZY   BTR   BWP   CBA   CHC   CIP   CLW   CNI   COF   CQE   CQR   CSC   DXS   GMG   GPT   HDN   HMC   INA   IPG   KYP   LIC   MGR   MM8   NSR   RGN   RRL   RSG   RXL   SCG   SGP   SLC   SMI   SS1   STK   TCG   TLC   TTM   USL   VAU   VCX   WAF   WGX   WPR   WTC  

3DA    AMAERO LIMITED

Industrial Sector Contractors & Engineers – Overnight Price: $0.32

Research as a Service (RaaS) rates ((3DA)) as No Rating (-1) –

Specialist in advanced materials manufacturing for the defence, aerospace and other industrial sectors Amaero issued a disappointing revenue guidance for FY26 (see also share price shellacking).

The company has blamed timing delays in contract awards and revenue recognition associated with extended US government funding delays and the 43-day US federal government shutdown in the December quarter.

Research as a Service (RaaS) also notes Amaero has also pushed, by six months, its guidance for positive adjusted EBITDA to calendar year 2027 (previously FY27).

The analyst has now lowered FY26  revenue forecast to $19m; at the mid-point of the new guidance range. DCF valuation drops to 78c from 82c.

Commentary highlights the share price is well below the revised valuation assessment.

Research as a Service (RaaS) research standard doesn’t carry any targets, ratings or recommendations. Investors can draw conclusions from valuations and commentary.

This report was published on January 16, 2026.

Target price is $0.78 Current Price is $0.32 Difference: $0.46
If 3DA meets the Research as a Service (RaaS) target it will return approximately 144% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Research as a Service (RaaS) forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 4.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 8.00.

Forecast for FY27:

Research as a Service (RaaS) forecasts a full year FY27 dividend of 0.00 cents and EPS of minus 4.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 8.00.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

AAR    ASTRAL RESOURCES NL

Gold & Silver – Overnight Price: $0.25

Canaccord Genuity rates ((AAR)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Astral Resources is $1.10. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $1.10 Current Price is $0.25 Difference: $0.85
If AAR meets the Canaccord Genuity target it will return approximately 340% (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

ABB    AUSSIE BROADBAND LIMITED

Telecommunication – Overnight Price: $4.75

Jarden rates ((ABB)) as Downgrade to Neutral from Overweight (3) –

Ahead of the interim results, Jarden downgrades Aussie Broadband to Neutral from Overweight with a lower target price of $5.35 from $5.80.

The analyst also lowers EPS forecasts by -1% for FY26 and -5% for FY27, with the major concern regarding challenges to growth in residential, with consensus estimating net adds of 58k in FY26.

The company also confirmed Symbio is likely to encounter significant margin pressure from the ACCC mandated voice connection rate cuts, which will be reduced to 26c/min from 86c/min.

Consensus earnings for Symbio are also viewed as too optimistic.

This report was published on January 14, 2026.

Target price is $5.35 Current Price is $4.75 Difference: $0.6
If ABB meets the Jarden target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $5.96, suggesting upside of 26.6%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 7.00 cents and EPS of 24.10 cents.
At the last closing share price the estimated dividend yield is 1.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.71.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 19.6, implying annual growth of 75.2%.
Current consensus DPS estimate is 6.4, implying a prospective dividend yield of 1.4%.
Current consensus EPS estimate suggests the PER is 24.0.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 10.00 cents and EPS of 32.20 cents.
At the last closing share price the estimated dividend yield is 2.11%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.75.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 25.8, implying annual growth of 31.6%.
Current consensus DPS estimate is 8.1, implying a prospective dividend yield of 1.7%.
Current consensus EPS estimate suggests the PER is 18.3.

Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

ARF    ARENA REIT

REITs – Overnight Price: $3.57

Jarden rates ((ARF)) as Buy (1) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Arena REIT’s 1H26 FFO of 9.5c is broadly in line with the consensus.

Buy retained. Target cut to $4.45 from $4.75.

This report was published on January 13, 2026.

Target price is $4.45 Current Price is $3.57 Difference: $0.88
If ARF meets the Jarden target it will return approximately 25% (excluding dividends, fees and charges).
Current consensus price target is $4.12, suggesting upside of 16.3%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 19.7, implying annual growth of -5.7%.
Current consensus DPS estimate is 19.3, implying a prospective dividend yield of 5.5%.
Current consensus EPS estimate suggests the PER is 18.0.

Forecast for FY27:

Current consensus EPS estimate is 20.3, implying annual growth of 3.0%.
Current consensus DPS estimate is 20.2, implying a prospective dividend yield of 5.7%.
Current consensus EPS estimate suggests the PER is 17.4.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

ASK    ABACUS STORAGE KING

REITs – Overnight Price: $1.57

Jarden rates ((ASK)) as Overweight (2) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Abacus Storage King’s 1H26 FFO of 9.5c is broadly in line with the consensus.

Overweight rating and $1.65 target price are unchanged.

This report was published on January 13, 2026.

Target price is $1.65 Current Price is $1.57 Difference: $0.08
If ASK meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $1.53, suggesting downside of -3.0%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 6.4, implying annual growth of -70.9%.
Current consensus DPS estimate is 6.2, implying a prospective dividend yield of 3.9%.
Current consensus EPS estimate suggests the PER is 24.7.

Forecast for FY27:

Current consensus EPS estimate is 6.7, implying annual growth of 4.7%.
Current consensus DPS estimate is 6.4, implying a prospective dividend yield of 4.1%.
Current consensus EPS estimate suggests the PER is 23.6.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

ASL    ANDEAN SILVER LIMITED

Gold & Silver – Overnight Price: $2.31

Canaccord Genuity rates ((ASL)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Andean Silver rises to $5.40 from $4.35. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $5.40 Current Price is $2.31 Difference: $3.09
If ASL meets the Canaccord Genuity target it will return approximately 134% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

AZY    ANTIPA MINERALS LIMITED

Mining – Overnight Price: $0.67

Canaccord Genuity rates ((AZY)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Antipa Minerals rises to $1.25 from $1.20. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $1.25 Current Price is $0.67 Difference: $0.58
If AZY meets the Canaccord Genuity target it will return approximately 87% (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

BTR    BRIGHTSTAR RESOURCES LIMITED

Gold & Silver – Overnight Price: $0.51

Canaccord Genuity rates ((BTR)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Brightstar Resources is $2.80. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $2.80 Current Price is $0.51 Difference: $2.29
If BTR meets the Canaccord Genuity target it will return approximately 449% (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

BWP    BWP TRUST

REITs – Overnight Price: $3.92

Jarden rates ((BWP)) as Underweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for BWP Trust’s 1H26 FFO matches the consensus at 9.4c. Underweight, with a rise in target to $3.85 from $3.65.

This report was published on January 13, 2026.

Target price is $3.85 Current Price is $3.92 Difference: minus $0.07 (current price is over target).
If BWP meets the Jarden target it will return approximately minus 2% (excluding dividends, fees and charges – negative figures indicate an expected loss).

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CBA    COMMONWEALTH BANK OF AUSTRALIA

Banks – Overnight Price: $154.30

Jarden rates ((CBA)) as Sell (5) –

In the run up to the banks’ 1H26 results, Jarden believes 2026 is the “year of the deposit”, and the banks, in expectation of a further rate cutting cycle, have moved deposit rates too low and may have to reverse this over 2026.

Notably, Macquarie Group ((MQG)) continues to pick up deposit share. For CommBank, the major differentiation is its no or low cost deposit endowment, which underpins around 40% of net interest income.

As highlighted by the analyst, a low cost deposit is a bank’s most valuable asset, and there is potential for AUD backed stablecoins to create a new form factor of money, which was highlighted at JP Morgan’s 4Q25 results call as a potential threat to deposits.

Sell. Target $100.

This report was published on January 14, 2026.

Target price is $100.00 Current Price is $154.30 Difference: minus $54.3 (current price is over target).
If CBA meets the Jarden target it will return approximately minus 35% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $119.34, suggesting downside of -22.2%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 505.00 cents and EPS of 613.00 cents.
At the last closing share price the estimated dividend yield is 3.27%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.17.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 632.9, implying annual growth of 4.6%.
Current consensus DPS estimate is 496.4, implying a prospective dividend yield of 3.2%.
Current consensus EPS estimate suggests the PER is 24.2.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 510.00 cents and EPS of 610.10 cents.
At the last closing share price the estimated dividend yield is 3.31%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.29.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 659.7, implying annual growth of 4.2%.
Current consensus DPS estimate is 519.2, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 23.2.

Market Sentiment: -1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CHC    CHARTER HALL GROUP

REITs – Overnight Price: $24.33

Jarden rates ((CHC)) as Overweight (2) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Charter Hall’s 1H26 FFO is 48.7c vs the consensus of 47.0c due to higher investment and management earnings.

Overweight maintained for Charter Hall. Target rises to $27.60 from $26.20

This report was published on January 13, 2026.

Target price is $27.60 Current Price is $24.33 Difference: $3.27
If CHC meets the Jarden target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $24.20, suggesting downside of -0.0%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 95.8, implying annual growth of 100.7%.
Current consensus DPS estimate is 50.8, implying a prospective dividend yield of 2.1%.
Current consensus EPS estimate suggests the PER is 25.3.

Forecast for FY27:

Current consensus EPS estimate is 106.1, implying annual growth of 10.8%.
Current consensus DPS estimate is 53.8, implying a prospective dividend yield of 2.2%.
Current consensus EPS estimate suggests the PER is 22.8.

Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CIP    CENTURIA INDUSTRIAL REIT

REITs – Overnight Price: $3.33

Jarden rates ((CIP)) as Overweight (2) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Centuria Industrial REIT’s 1H26 FFO of 8.9c is in line with the consensus.

Overweight. Target rises to $3.90 from $3.85.

This report was published on January 13, 2026.

Target price is $3.90 Current Price is $3.33 Difference: $0.57
If CIP meets the Jarden target it will return approximately 17% (excluding dividends, fees and charges).
Current consensus price target is $3.63, suggesting upside of 8.7%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 18.2, implying annual growth of -13.2%.
Current consensus DPS estimate is 16.8, implying a prospective dividend yield of 5.0%.
Current consensus EPS estimate suggests the PER is 18.4.

Forecast for FY27:

Current consensus EPS estimate is 19.5, implying annual growth of 7.1%.
Current consensus DPS estimate is 17.4, implying a prospective dividend yield of 5.2%.
Current consensus EPS estimate suggests the PER is 17.1.

Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CLW    CHARTER HALL LONG WALE REIT

REITs – Overnight Price: $4.03

Jarden rates ((CLW)) as Underweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Charter Hall Long WALE REIT’s 1H26 FFO is 12.8c vs the consensus of 12.9c, with the analyst noting it has applied even skew in line with past trends.

No change to $4.50 target price and Underweight rating.

This report was published on January 13, 2026.

Target price is $4.50 Current Price is $4.03 Difference: $0.47
If CLW meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $4.40, suggesting upside of 9.5%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 25.1, implying annual growth of 51.6%.
Current consensus DPS estimate is 25.5, implying a prospective dividend yield of 6.3%.
Current consensus EPS estimate suggests the PER is 16.0.

Forecast for FY27:

Current consensus EPS estimate is 25.7, implying annual growth of 2.4%.
Current consensus DPS estimate is 26.2, implying a prospective dividend yield of 6.5%.
Current consensus EPS estimate suggests the PER is 15.6.

Market Sentiment: -0.1
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CNI    CENTURIA CAPITAL GROUP

Diversified Financials – Overnight Price: $2.07

Jarden rates ((CNI)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Centuria Capital’s 1H26 FFO lags the consensus by -2.8% due to higher interest expense estimates.

Neutral. Target cut to $2.40 from $2.60.

This report was published on January 13, 2026.

Target price is $2.40 Current Price is $2.07 Difference: $0.33
If CNI meets the Jarden target it will return approximately 16% (excluding dividends, fees and charges).
Current consensus price target is $2.22, suggesting upside of 8.4%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 13.5, implying annual growth of 35.4%.
Current consensus DPS estimate is 10.4, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 15.2.

Forecast for FY27:

Current consensus EPS estimate is 14.6, implying annual growth of 8.1%.
Current consensus DPS estimate is 10.9, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 14.0.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

COF    CENTURIA OFFICE REIT

REITs – Overnight Price: $1.12

Jarden rates ((COF)) as Underweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Centuria Office REIT’s 1H26 FFO of 5.7c is broadly in line with the consensus.

Underweight. Target trimmed to $1.20 from $1.22.

This report was published on January 13, 2026.

Target price is $1.20 Current Price is $1.12 Difference: $0.08
If COF meets the Jarden target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $1.16, suggesting upside of 3.8%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 11.4, implying annual growth of N/A.
Current consensus DPS estimate is 10.1, implying a prospective dividend yield of 9.0%.
Current consensus EPS estimate suggests the PER is 9.8.

Forecast for FY27:

Current consensus EPS estimate is 12.1, implying annual growth of 6.1%.
Current consensus DPS estimate is 10.1, implying a prospective dividend yield of 9.0%.
Current consensus EPS estimate suggests the PER is 9.3.

Market Sentiment: -0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CQE    CHARTER HALL SOCIAL INFRASTRUCTURE REIT

Childcare – Overnight Price: $3.05

Jarden rates ((CQE)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Charter Hall Social Infrastructure REIT’s 1H26 FFO is 8.5c vs the consensus of 8.4c.

Neutral rating and $3.60 target are unchanged.

This report was published on January 13, 2026.

Target price is $3.60 Current Price is $3.05 Difference: $0.55
If CQE meets the Jarden target it will return approximately 18% (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

CQR    CHARTER HALL RETAIL REIT

REITs – Overnight Price: $4.14

Jarden rates ((CQR)) as Overweight (2) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Charter Hall Retail REIT’s 1H26 FFO of 13c is broadly in line with the consensus.

Overweight. Target cut to $4.65 from $4.75.

This report was published on January 13, 2026.

Target price is $4.65 Current Price is $4.14 Difference: $0.51
If CQR meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $4.26, suggesting upside of 2.8%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 26.1, implying annual growth of -29.1%.
Current consensus DPS estimate is 25.4, implying a prospective dividend yield of 6.1%.
Current consensus EPS estimate suggests the PER is 15.9.

Forecast for FY27:

Current consensus EPS estimate is 26.9, implying annual growth of 3.1%.
Current consensus DPS estimate is 25.6, implying a prospective dividend yield of 6.2%.
Current consensus EPS estimate suggests the PER is 15.4.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

CSC    CAPSTONE COPPER CORP.

Copper – Overnight Price: $15.63

Moelis rates ((CSC)) as Hold (3) –

Capstone Copper’s Q4 production update seems to have slightly underwhelmed against Moelis’ estimates, but management’s guidance has been met and the copper producer still set a new record for itself, commentary counters.

In Moelis’ view: a few thousand tonnes shouldn’t detract from the watershed year for the business.

The broker highlights Capstone Copper has grown into the most significant copper exposure in the small cap universe on the ASX, with Sandfire Resources ((SFR)) the other major pure copper exposure listed on the local bourse.

Moelis remains an advocate to own shares in the company on the basis Capstone provides direct exposure to the copper price, with a healthy balance sheet, operational diversification and a ready-made organic growth pipeline.

Hold. Target $15.50.

This report was published on January 16, 2026.

Target price is $15.50 Current Price is $15.63 Difference: minus $0.13 (current price is over target).
If CSC meets the Moelis target it will return approximately minus 1% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $16.24, suggesting upside of 4.9%(ex-dividends)
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 72.72 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.49.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 36.5, implying annual growth of 118.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 42.4.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 60.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.05.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 114.8, implying annual growth of 214.5%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 13.5.

Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

DXS    DEXUS

REITs – Overnight Price: $6.98

Jarden rates ((DXS)) as Underweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Dexus’ 1H26 FFO is 2.3% higher vs consensus, with the difference accounted by the forecast for higher management income and lower interest expense.

Underweight maintained. Target rises to $7.45 from $7.40.

This report was published on January 13, 2026.

Target price is $7.45 Current Price is $6.98 Difference: $0.47
If DXS meets the Jarden target it will return approximately 7% (excluding dividends, fees and charges).
Current consensus price target is $7.83, suggesting upside of 12.5%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 58.2, implying annual growth of 353.3%.
Current consensus DPS estimate is 37.0, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 12.0.

Forecast for FY27:

Current consensus EPS estimate is 58.6, implying annual growth of 0.7%.
Current consensus DPS estimate is 37.7, implying a prospective dividend yield of 5.4%.
Current consensus EPS estimate suggests the PER is 11.9.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

GMG    GOODMAN GROUP

Infra & Property Developers – Overnight Price: $31.61

Jarden rates ((GMG)) as Buy (1) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

Among the broker’s most preferred names are Goodman Group, Mirvac Group and Arena REIT.

Buy maintained for Goodman. Target cut to $40.10 from $41.10.

This report was published on January 13, 2026.

Target price is $40.10 Current Price is $31.61 Difference: $8.49
If GMG meets the Jarden target it will return approximately 27% (excluding dividends, fees and charges).
Current consensus price target is $37.21, suggesting upside of 18.8%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 130.9, implying annual growth of 53.2%.
Current consensus DPS estimate is 30.0, implying a prospective dividend yield of 1.0%.
Current consensus EPS estimate suggests the PER is 23.9.

Forecast for FY27:

Current consensus EPS estimate is 143.9, implying annual growth of 9.9%.
Current consensus DPS estimate is 30.0, implying a prospective dividend yield of 1.0%.
Current consensus EPS estimate suggests the PER is 21.8.

Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

GPT    GPT GROUP

Infra & Property Developers – Overnight Price: $5.52

Jarden rates ((GPT)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for GPT Group’s FY25 FFO is 34c vs the consensus at 33.9c.

Neutral. Target rises to $5.85 from $5.75.

This report was published on January 13, 2026.

Target price is $5.85 Current Price is $5.52 Difference: $0.33
If GPT meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $5.94, suggesting upside of 7.3%(ex-dividends)

Forecast for FY25:

Current consensus EPS estimate is 36.7, implying annual growth of N/A.
Current consensus DPS estimate is 24.0, implying a prospective dividend yield of 4.3%.
Current consensus EPS estimate suggests the PER is 15.1.

Forecast for FY26:

Current consensus EPS estimate is 41.0, implying annual growth of 11.7%.
Current consensus DPS estimate is 24.8, implying a prospective dividend yield of 4.5%.
Current consensus EPS estimate suggests the PER is 13.5.

Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

HDN    HOMECO DAILY NEEDS REIT

REITs – Overnight Price: $1.37

Jarden rates ((HDN)) as Buy (1) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for HomeCo Daily Needs REIT’s 1H26 FFO of 4.5c is broadly in line with the consensus. Buy. Target rises to $1.65 from $1.60.

This report was published on January 13, 2026.

Target price is $1.65 Current Price is $1.37 Difference: $0.28
If HDN meets the Jarden target it will return approximately 20% (excluding dividends, fees and charges).
Current consensus price target is $1.42, suggesting upside of 3.3%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 9.0, implying annual growth of -25.1%.
Current consensus DPS estimate is 8.7, implying a prospective dividend yield of 6.4%.
Current consensus EPS estimate suggests the PER is 15.2.

Forecast for FY27:

Current consensus EPS estimate is 9.3, implying annual growth of 3.3%.
Current consensus DPS estimate is 8.9, implying a prospective dividend yield of 6.5%.
Current consensus EPS estimate suggests the PER is 14.7.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

HMC    HMC CAPITAL LIMITED

Wealth Management & Investments – Overnight Price: $4.46

Jarden rates ((HMC)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for HMC Capital’s 1H26 FFO exceeds the consensus by 14.2%, but the analyst flags it is in line with the asset manager’s FY26 guidance of 40c.

Neutral rating and $4 target price are unchanged.

This report was published on January 13, 2026.

Target price is $4.00 Current Price is $4.46 Difference: minus $0.46 (current price is over target).
If HMC 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 $4.74, suggesting upside of 6.9%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 28.3, implying annual growth of -23.0%.
Current consensus DPS estimate is 12.0, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 15.7.

Forecast for FY27:

Current consensus EPS estimate is 34.6, implying annual growth of 22.3%.
Current consensus DPS estimate is 12.0, implying a prospective dividend yield of 2.7%.
Current consensus EPS estimate suggests the PER is 12.8.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

INA    INGENIA COMMUNITIES GROUP

Aged Care & Seniors – Overnight Price: $5.05

Jarden rates ((INA)) as Buy (1) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Ingenia Communities’ 1H26 FFO lags the consensus by -4.5% due to an anticipated greater 2H skew.

Buy. Target trimmed to $6.55 from $7.10.

This report was published on January 13, 2026.

Target price is $6.55 Current Price is $5.05 Difference: $1.5
If INA meets the Jarden target it will return approximately 30% (excluding dividends, fees and charges).
Current consensus price target is $6.23, suggesting upside of 23.3%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 34.1, implying annual growth of 8.2%.
Current consensus DPS estimate is 9.8, implying a prospective dividend yield of 1.9%.
Current consensus EPS estimate suggests the PER is 14.8.

Forecast for FY27:

Current consensus EPS estimate is 37.5, implying annual growth of 10.0%.
Current consensus DPS estimate is 10.3, implying a prospective dividend yield of 2.0%.
Current consensus EPS estimate suggests the PER is 13.5.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

IPG    IPD GROUP LIMITED

Industrial Sector Contractors & Engineers – Overnight Price: $4.36

Taylor Collison rates ((IPG)) as Speculative Buy (1) –

IPD Group has acquired Platinum Cables Pty Ltd for -$37.5m up front, and a performance-based earn out of up to -$7.5m.

Taylor Collison notes Platinum adds around $45m of revenue and $7.2m of EBIT, achieving circa 10% annualised revenue growth over the past five years.

The broker finds the deal “attractive” for IPD shareholders but also adds investors should be re-assured that M&A is disciplined, earnings accretive and in line with a product-led strategy.

It is the broker’s view post-acquisition struggles for CMI created uncertainty that has weighed down the share price. Taylor Collison really likes this deal (their words).

As the deal is 11% EPS accretive on FY25 numbers, forecasts have been lifted by 6% and 12.5% for this year and next. Target increases to $5.40 from $4.70. Buy.

This report was published on January 16, 2026.

Target price is $5.40 Current Price is $4.36 Difference: $1.04
If IPG meets the Taylor Collison target it will return approximately 24% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Taylor Collison forecasts a full year FY26 dividend of 15.70 cents and EPS of 31.40 cents.
At the last closing share price the estimated dividend yield is 3.60%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.89.

Forecast for FY27:

Taylor Collison forecasts a full year FY27 dividend of 18.00 cents and EPS of 36.10 cents.
At the last closing share price the estimated dividend yield is 4.13%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.08.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

KYP    KINATICO LIMITED

Software & Services – Overnight Price: $0.24

Research as a Service (RaaS) rates ((KYP)) as No Rating (-1) –

Provider of compliance monitoring and management technology and services Kinatico issued a trading update revealing strong growth numbers though slightly (-2%) below expectations.

The analyst blames a seasonal dip in transactional revenue. 

H1 SaaS revenue was 4% ahead of forecast of $9.3m while screening and verification (SaV) revenue missed by -9%.

For now, in anticipation of the full release of interim financials, no changes have been made to forecasts. Valuation is 45c.

Research as a Service (RaaS) research doesn’t carry any targets, ratings or recommendations. Investors can draw conclusions from valuations and commentary.

This report was published on January 15, 2026.

Target price is $0.45 Current Price is $0.24 Difference: $0.21
If KYP meets the Research as a Service (RaaS) target it will return approximately 88% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Research as a Service (RaaS) forecasts a full year FY26 dividend of 0.00 cents and EPS of 27.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 0.89.

Forecast for FY27:

Research as a Service (RaaS) forecasts a full year FY27 dividend of 0.00 cents and EPS of 45.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 0.53.

Market Sentiment: 1.0
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: $5.55

Jarden rates ((LIC)) as Underweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Lifestyle Communities 1H26 FFO is ahead of the consensus by 15.9% due to fair value adjustments.

Underweight. Target rises to $6.05 from $5.80.

This report was published on January 13, 2026.

Target price is $6.05 Current Price is $5.55 Difference: $0.5
If LIC meets the Jarden target it will return approximately 9% (excluding dividends, fees and charges).
Current consensus price target is $6.48, suggesting upside of 14.6%(ex-dividends)

Forecast for FY26:

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 19.3.

Forecast for FY27:

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 0.8%.
Current consensus EPS estimate suggests the PER is 13.8.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

MGR    MIRVAC GROUP

Infra & Property Developers – Overnight Price: $2.02

Jarden rates ((MGR)) as Upgrade to Buy from Neutral (1) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

Mirvac Group’s rating has improved to Buy from Neutral. Target price is now $2.55 (up from $2.50).

This report was published on January 13, 2026.

Target price is $2.55 Current Price is $2.02 Difference: $0.53
If MGR meets the Jarden target it will return approximately 26% (excluding dividends, fees and charges).
Current consensus price target is $2.46, suggesting upside of 20.7%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 12.9, implying annual growth of 650.0%.
Current consensus DPS estimate is 9.8, implying a prospective dividend yield of 4.8%.
Current consensus EPS estimate suggests the PER is 15.8.

Forecast for FY27:

Current consensus EPS estimate is 14.1, implying annual growth of 9.3%.
Current consensus DPS estimate is 10.8, implying a prospective dividend yield of 5.3%.
Current consensus EPS estimate suggests the PER is 14.5.

Market Sentiment: 0.6
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

MM8    MEDALLION METAL LIMITED

Gold & Silver – Overnight Price: $0.44

Canaccord Genuity rates ((MM8)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Medallion Metals is $1.05. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $1.05 Current Price is $0.44 Difference: $0.61
If MM8 meets the Canaccord Genuity target it will return approximately 139% (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

NSR    NATIONAL STORAGE REIT

REITs – Overnight Price: $2.75

Jarden rates ((NSR)) as Downgrade to Neutral from Buy (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

National Storage REIT’s rating is now Neutral (down from Buy) with unchanged price target of $2.90.

This report was published on January 13, 2026.

Target price is $2.90 Current Price is $2.75 Difference: $0.15
If NSR meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $2.77, suggesting upside of 1.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 11.80 cents and EPS of 11.50 cents.
At the last closing share price the estimated dividend yield is 4.29%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 23.91.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 12.5, implying annual growth of -26.7%.
Current consensus DPS estimate is 11.9, implying a prospective dividend yield of 4.3%.
Current consensus EPS estimate suggests the PER is 21.9.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 12.30 cents and EPS of 12.30 cents.
At the last closing share price the estimated dividend yield is 4.47%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.36.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 13.1, implying annual growth of 4.8%.
Current consensus DPS estimate is 12.0, implying a prospective dividend yield of 4.4%.
Current consensus EPS estimate suggests the PER is 20.9.

Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

RGN    REGION GROUP

REITs – Overnight Price: $2.38

Jarden rates ((RGN)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Region Group’s 1H26 FFO is 7.9c, matching the consensus.

Neutral. Target rises to $2.65 from $2.60.

This report was published on January 13, 2026.

Target price is $2.65 Current Price is $2.38 Difference: $0.27
If RGN meets the Jarden target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $2.43, suggesting upside of 1.2%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 15.6, implying annual growth of -14.7%.
Current consensus DPS estimate is 14.2, implying a prospective dividend yield of 5.9%.
Current consensus EPS estimate suggests the PER is 15.4.

Forecast for FY27:

Current consensus EPS estimate is 16.4, implying annual growth of 5.1%.
Current consensus DPS estimate is 15.0, implying a prospective dividend yield of 6.3%.
Current consensus EPS estimate suggests the PER is 14.6.

Market Sentiment: 0.2
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

RRL    REGIS RESOURCES LIMITED

Gold & Silver – Overnight Price: $7.74

Canaccord Genuity rates ((RRL)) as Hold (3) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. 

Price targets for senior and intermediate/junior producers lifted by an average 5% after factoring in revised forecasts.

The broker notes Regis Resources’ December quarter production of 97koz was in line with expectations, with Duketon delivering 58koz and Tropicana outperforming at 39koz. Cash and bullion rose $255m q/q to $930m, exceeding expectations.

Hold. Target rises to $7.35 from $7.05.

This report was published on January 13, 2026.

Target price is $7.35 Current Price is $7.74 Difference: minus $0.39 (current price is over target).
If RRL meets the Canaccord Genuity target it will return approximately minus 5% (excluding dividends, fees and charges – negative figures indicate an expected loss).
Current consensus price target is $6.74, suggesting downside of -14.6%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 83.2, implying annual growth of 147.1%.
Current consensus DPS estimate is 13.3, implying a prospective dividend yield of 1.7%.
Current consensus EPS estimate suggests the PER is 9.5.

Forecast for FY27:

Current consensus EPS estimate is 87.0, implying annual growth of 4.6%.
Current consensus DPS estimate is 9.2, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 9.1.

Market Sentiment: 0.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

RSG    RESOLUTE MINING LIMITED

Gold & Silver – Overnight Price: $1.29

Canaccord Genuity rates ((RSG)) as Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. 

Price targets for senior and intermediate/junior producers lifted by an average 5% after factoring in revised forecasts.

The broker expects Resolute Mining to report a -3% q/q fall in December quarter production to 56koz vs the consensus of 59koz. Cash and bullion is forecast to rise 21% q/q to US$131m.

Buy. Target rises to $2.40 from $2.30.

This report was published on January 13, 2026.

Target price is $2.40 Current Price is $1.29 Difference: $1.11
If RSG meets the Canaccord Genuity target it will return approximately 86% (excluding dividends, fees and charges).

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.8
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

RXL    ROX RESOURCES LIMITED

Gold & Silver – Overnight Price: $0.55

Canaccord Genuity rates ((RXL)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Rox Resources rises to $1.15 from $1.10. Speculative Buy remains.

This report was published on January 13, 2026.

Target price is $1.15 Current Price is $0.55 Difference: $0.6
If RXL meets the Canaccord Genuity target it will return approximately 109% (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.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents.

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SCG    SCENTRE GROUP

REITs – Overnight Price: $4.20

Jarden rates ((SCG)) as Downgrade to Underweight from Overweight (4) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

Scentre Group is now rated Underweight (down from Overweight) with a price target of $4.40, down from $4.55 prior.

This report was published on January 19, 2026.

Target price is $4.40 Current Price is $4.20 Difference: $0.2
If SCG meets the Jarden target it will return approximately 5% (excluding dividends, fees and charges).
Current consensus price target is $4.29, suggesting upside of 1.9%(ex-dividends)

Forecast for FY25:

Current consensus EPS estimate is 22.5, implying annual growth of 11.2%.
Current consensus DPS estimate is 17.8, implying a prospective dividend yield of 4.2%.
Current consensus EPS estimate suggests the PER is 18.7.

Forecast for FY26:

Current consensus EPS estimate is 24.2, implying annual growth of 7.6%.
Current consensus DPS estimate is 18.4, implying a prospective dividend yield of 4.4%.
Current consensus EPS estimate suggests the PER is 17.4.

Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SGP    STOCKLAND

Infra & Property Developers – Overnight Price: $5.48

Jarden rates ((SGP)) as Overweight (2) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s FY26 FFO forecast for Stockland has a higher skew to 2H vs the consensus, making its forecast for 1H26 -12.3% lower vs the consensus.

Overweight rating and $7.05 target are unchanged.

This report was published on January 13, 2026.

Target price is $7.05 Current Price is $5.48 Difference: $1.57
If SGP meets the Jarden target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $6.39, suggesting upside of 16.6%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 37.0, implying annual growth of 6.9%.
Current consensus DPS estimate is 25.2, implying a prospective dividend yield of 4.6%.
Current consensus EPS estimate suggests the PER is 14.8.

Forecast for FY27:

Current consensus EPS estimate is 39.4, implying annual growth of 6.5%.
Current consensus DPS estimate is 25.9, implying a prospective dividend yield of 4.7%.
Current consensus EPS estimate suggests the PER is 13.9.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SLC    SUPERLOOP LIMITED

Telecommunication – Overnight Price: $2.40

Jarden rates ((SLC)) as Buy (1) –

Jarden prefers Superloop over Aussie Broadband ((ABB)) ahead of the interim results, with both companies expected to encounter pressures from Telstra Group’s competitive actions in terms of unbundling modems and compressing price premiums.

The analyst lowers EPS forecasts by -10% for FY26 and -9% for FY27, resulting from the “law of smaller numbers” rather than actual erosion of fundamentals. The smart communities business is viewed as under-appreciated by the market, with a probable CAGR of 16% over the next five years.

Superloop is viewed as having less direct exposure to Telstra, which is expected to limit SIO losses relative to Aussie Broadband.

Target price is lowered to $3.25 from $3.40 with no change in Buy rating.

This report was published on January 14, 2026.

Target price is $3.25 Current Price is $2.40 Difference: $0.85
If SLC meets the Jarden target it will return approximately 35% (excluding dividends, fees and charges).
Current consensus price target is $3.38, suggesting upside of 43.2%(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 7.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 33.80.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 5.8, implying annual growth of 2316.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 40.7.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 9.90 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.24.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 7.8, implying annual growth of 34.5%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 30.3.

Market Sentiment: 0.9
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SMI    SANTANA MINERALS LIMITED

Gold & Silver – Overnight Price: $1.08

Canaccord Genuity rates ((SMI)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Santana Minerals rises to $2.30. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $2.30 Current Price is $1.08 Difference: $1.22
If SMI meets the Canaccord Genuity target it will return approximately 113% (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

SS1    SUN SILVER LIMITED

Gold & Silver – Overnight Price: $2.03

Canaccord Genuity rates ((SS1)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Sun Silver rises to $4.15 from $2.20. Speculative Buy stays.

This report was published on January 13, 2026.

Target price is $4.15 Current Price is $2.03 Difference: $2.12
If SS1 meets the Canaccord Genuity target it will return approximately 104% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

STK    STRICKLAND METALS LIMITED

Mining – Overnight Price: $0.21

Canaccord Genuity rates ((STK)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Speculative Buy for Strickland Metals. Target rises to 65c from 60c.

This report was published on January 13, 2026.

Target price is $0.65 Current Price is $0.21 Difference: $0.44
If STK meets the Canaccord Genuity target it will return approximately 210% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

TCG    TURACO GOLD LIMITED

Gold & Silver – Overnight Price: $0.81

Canaccord Genuity rates ((TCG)) as Speculative Buy (1) –

Turaco Gold announced drilling results from the Woulo Woulo deposit and Herman prospect.

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Speculative Buy maintained for Turaco Gold. Target price rises to $1.45 from $1.35.

This report was published on January 13, 2026.

Target price is $1.45 Current Price is $0.81 Difference: $0.64
If TCG meets the Canaccord Genuity target it will return approximately 79% (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

TLC    LOTTERY CORPORATION LIMITED

Gaming – Overnight Price: $5.13

Jarden rates ((TLC)) as Upgrade to Overweight from Underweight (2) –

Jarden upgrades Lottery Corp to Overweight from Underweight with a higher target of $5.30 from $5.20, pre the company’s 1H26 result on February 18.

The recent weakness in the stock price infers to the analyst that likely earnings downgrades are already discounted in market expectations, with the current share price mirroring the theoretical jackpot activity over the near term.

This will be the new CEO’s first result and management is expected to look through the jackpot weakness and announce an interim dividend of 8.5cps, with the broker forecasting 17cps for FY26.

Jackpot weakness is already anticipated to impact the lotteries results, with turnover expected to be down -2% y/y due to unfavourable jackpot sequences rather than demand weakness.

This report was published on January 14, 2026.

Target price is $5.30 Current Price is $5.13 Difference: $0.17
If TLC meets the Jarden target it will return approximately 3% (excluding dividends, fees and charges).
Current consensus price target is $5.80, suggesting upside of 13.7%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 17.00 cents and EPS of 17.20 cents.
At the last closing share price the estimated dividend yield is 3.31%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 29.83.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 17.5, implying annual growth of 6.5%.
Current consensus DPS estimate is 17.7, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 29.1.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 17.50 cents and EPS of 19.80 cents.
At the last closing share price the estimated dividend yield is 3.41%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.91.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 20.3, implying annual growth of 16.0%.
Current consensus DPS estimate is 20.6, implying a prospective dividend yield of 4.0%.
Current consensus EPS estimate suggests the PER is 25.1.

Market Sentiment: 0.3
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

TTM    TITAN MINERALS LIMITED

Gold & Silver – Overnight Price: $1.07

Canaccord Genuity rates ((TTM)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Speculative Buy maintained for Titan Minerals. Target price $1.95.

This report was published on January 13, 2026.

Target price is $1.95 Current Price is $1.07 Difference: $0.88
If TTM meets the Canaccord Genuity target it will return approximately 82% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

USL    UNICO SILVER LIMITED

Gold & Silver – Overnight Price: $1.05

Canaccord Genuity rates ((USL)) as Speculative Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. Price targets for explorers/developers rise by 12% on average.

Target price for Unico Silver rises to $1.85 from $1.30. Speculative Buy retained.

This report was published on January 13, 2026.

Target price is $1.85 Current Price is $1.05 Difference: $0.8
If USL meets the Canaccord Genuity target it will return approximately 76% (excluding dividends, fees and charges).

All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

VAU    VAULT MINERALS LIMITED

Gold & Silver – Overnight Price: $5.91

Canaccord Genuity rates ((VAU)) as Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. 

Price targets for senior and intermediate/junior producers lifted by an average 5% after factoring in revised forecasts.

The broker expects Vault Minerals to report December quarter production of 85koz, down -7% q/q and in line with the consensus. Cash and bullion is forecast to drop -19% q/q to $567m.

Buy. Target rises to $6.45 from $6.15

This report was published on January 13, 2026.

Target price is $6.45 Current Price is $5.91 Difference: $0.54
If VAU meets the Canaccord Genuity target it will return approximately 9% (excluding dividends, fees and charges).
Current consensus price target is $6.90, suggesting upside of 15.4%(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.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 54.1, implying annual growth of 138.9%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 11.1.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 72.0, implying annual growth of 33.1%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 8.3.

Market Sentiment: 1.0
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

VCX    VICINITY CENTRES

REITs – Overnight Price: $2.54

Jarden rates ((VCX)) as Downgrade to Neutral from Overweight (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

Jarden’s rating for Vicinity Centres is now Neutral (was Overweight). Target price has fallen to $2.85 from $2.92.

This report was published on January 13, 2026.

Target price is $2.85 Current Price is $2.54 Difference: $0.31
If VCX meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $2.52, suggesting downside of -1.6%(ex-dividends)

Forecast for FY26:

Current consensus EPS estimate is 14.8, implying annual growth of -32.9%.
Current consensus DPS estimate is 13.0, implying a prospective dividend yield of 5.1%.
Current consensus EPS estimate suggests the PER is 17.3.

Forecast for FY27:

Current consensus EPS estimate is 15.7, implying annual growth of 6.1%.
Current consensus DPS estimate is 13.3, implying a prospective dividend yield of 5.2%.
Current consensus EPS estimate suggests the PER is 16.3.

Market Sentiment: -0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

WAF    WEST AFRICAN RESOURCES LIMITED

Gold & Silver – Overnight Price: $3.42

Canaccord Genuity rates ((WAF)) as No Rating (-1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. 

Price targets for senior and intermediate/junior producers lifted by an average 5% after factoring in revised forecasts.

The broker is under research restriction for West African Resources and didn’t provide forecasts for the December quarter production and sales. No rating and target price.

This report was published on January 13, 2026.

Current Price is $3.42. Target price not assessed.

Market Sentiment: 0.5
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

WGX    WESTGOLD RESOURCES LIMITED

Gold & Silver – Overnight Price: $6.65

Canaccord Genuity rates ((WGX)) as Buy (1) –

Canaccord Genuity lifted its long-term gold price forecast by 3.5% to US$4,909/oz from 2029 and raised medium-term estimates by 2.1% (2026-28). The broker’s long-term forex forecasts are unchanged, leading to a 3.5% rise in gold price estimate in AUD terms to $7,013/oz.

The broker also increased the long-term silver price forecast by 36.6% to US$77.7/oz. 

Price targets for senior and intermediate/junior producers lifted by an average 5% after factoring in revised forecasts.

The broker expects Westgold Resources to report December quarter production of 90koz, up 8% q/q, while cash and bullion is forecast to rise 12% q/q to $470m.

Buy. Target rises to $8.10 from $7.80.

This report was published on January 13, 2026.

Target price is $8.10 Current Price is $6.65 Difference: $1.45
If WGX meets the Canaccord Genuity target it will return approximately 22% (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

WPR    WAYPOINT REIT LIMITED

REITs – Overnight Price: $2.52

Jarden rates ((WPR)) as Neutral (3) –

Ahead of the February results season, sector analysts at Jarden have updated mark-to-market and valuations modeling, incorporating recent news flow and fresh insights.

Overall, sector earnings estimates have changed only slightly, and the same goes for valuations. The update has generated four changes in ratings for individual stocks in the sector.

The broker’s forecast for Waypoint REIT’s FY25 FFO is 16.6c, matching the consensus.

Neutral. Target cut to $2.80 from $2.85.

This report was published on January 13, 2026.

Target price is $2.80 Current Price is $2.52 Difference: $0.28
If WPR meets the Jarden target it will return approximately 11% (excluding dividends, fees and charges).
Current consensus price target is $2.57, suggesting upside of 2.3%(ex-dividends)

Forecast for FY25:

Current consensus EPS estimate is 16.0, implying annual growth of -18.2%.
Current consensus DPS estimate is 16.8, implying a prospective dividend yield of 6.7%.
Current consensus EPS estimate suggests the PER is 15.7.

Forecast for FY26:

Current consensus EPS estimate is 17.0, implying annual growth of 6.3%.
Current consensus DPS estimate is 16.9, implying a prospective dividend yield of 6.7%.
Current consensus EPS estimate suggests the PER is 14.8.

Market Sentiment: -0.2
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: $67.02

Jarden rates ((WTC)) as Neutral (3) –

Jarden points to how WiseTech Global will navigate the “bridge” in 1H26 revenue to 2H26 revenue due to the expected increase in CargoWise revenue growth and is looking for more colour in the upcoming 1H26 results.

The analyst will be looking for clarification around whether CargoWise’s revenue growth in 2H26 is from CargoWise Value Pack or Container Transport Optimisation (CTO); whether churn has ensued post the start of Value Pack, and what management’s outlook is for the rollout of CTO in Australia and the US West Coast.

The broker lifts EPS forecasts by 1% for FY26 and 8% for FY27 based on a lower US secured overnight financing rate and the removal of Epedient software from the estimates.

No change to Neutral rating. Target lifts to $74 from $73.

This report was published on January 14, 2026.

Target price is $74.00 Current Price is $67.02 Difference: $6.98
If WTC meets the Jarden target it will return approximately 10% (excluding dividends, fees and charges).
Current consensus price target is $114.02, suggesting upside of 76.4%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 13.30 cents and EPS of 103.82 cents.
At the last closing share price the estimated dividend yield is 0.20%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 64.55.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 114.4, implying annual growth of N/A.
Current consensus DPS estimate is 22.8, implying a prospective dividend yield of 0.4%.
Current consensus EPS estimate suggests the PER is 56.5.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 19.80 cents and EPS of 105.70 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 63.41.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 161.7, implying annual growth of 41.3%.
Current consensus DPS estimate is 31.9, implying a prospective dividend yield of 0.5%.
Current consensus EPS estimate suggests the PER is 40.0.

This company reports in USD. 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

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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