Australian Broker Call *Extra* Edition – Feb 24, 2026

Array
(
    [0] => Array
        (
            [0] => ((APE))
            [1] => ((APZ))
            [2] => ((ASG))
            [3] => ((BSL))
            [4] => ((CDA))
            [5] => ((GHM))
            [6] => ((HLS))
            [7] => ((KYP))
            [8] => ((LIC))
            [9] => ((NWH))
            [10] => ((NWL))
            [11] => ((HUB))
            [12] => ((PDN))
            [13] => ((PWH))
            [14] => ((PWR))
            [15] => ((SLC))
            [16] => ((ORG))
        )

    [1] => Array
        (
            [0] => APE
            [1] => APZ
            [2] => ASG
            [3] => BSL
            [4] => CDA
            [5] => GHM
            [6] => HLS
            [7] => KYP
            [8] => LIC
            [9] => NWH
            [10] => NWL
            [11] => HUB
            [12] => PDN
            [13] => PWH
            [14] => PWR
            [15] => SLC
            [16] => ORG
        )

)

This story features EAGERS AUTOMOTIVE LIMITED, and other companies.
For more info SHARE ANALYSIS: APE
The company is included in ASX100, ASX200, ASX300 and 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)

APE   APZ   ASG   BSL   CDA   GHM   HLS   KYP   LIC   NWH   NWL   PDN   PWH   PWR   SLC  

APE    EAGERS AUTOMOTIVE LIMITED

Automobiles & Components – Overnight Price: $25.19

Moelis rates ((APE)) as Hold (3) –

2025 pre-tax profit from Eagers Automotive was in line with Moelis’ estimates. The broker considers this a strong result despite margin pressure across the broader industry.

The main growth drivers are intact as CanadaOne delivers 32% profit growth and BYD sales grow strongly, with further market share gains seen likely in 2026.

Estimates for 2026-27 EPS are downgraded by -9-12% to reflect a more cautious outlook for domestic sales and a slightly later completion for the CanadaOne acquisition.

While double-digit growth is likely in the medium term, the broker considers the stock already captures this and retains a Hold rating. Target moves to $28.37.

This report was published on February 20, 2026.

Target price is $28.37 Current Price is $25.19 Difference: $3.18
If APE meets the Moelis target it will return approximately 13% (excluding dividends, fees and charges).
Current consensus price target is $30.48, suggesting upside of 21.5%(ex-dividends)
The company’s fiscal year ends in December.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 85.50 cents and EPS of 114.70 cents.
At the last closing share price the estimated dividend yield is 3.39%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 21.96.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 120.8, implying annual growth of 38.7%.
Current consensus DPS estimate is 85.5, implying a prospective dividend yield of 3.4%.
Current consensus EPS estimate suggests the PER is 20.8.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 94.90 cents and EPS of 129.60 cents.
At the last closing share price the estimated dividend yield is 3.77%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 19.44.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 135.3, implying annual growth of 12.0%.
Current consensus DPS estimate is 91.0, implying a prospective dividend yield of 3.6%.
Current consensus EPS estimate suggests the PER is 18.5.

Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

APZ    ASPEN GROUP LIMITED

Real Estate – Overnight Price: $5.94

Moelis rates ((APZ)) as Hold (3) –

Moelis found the operating result from Aspen Group revealed several avenues of continued upside and ample balance-sheet capacity.

The broker makes modest upgrades to estimates to reflect more optimistic assumptions of rental income on the back of the company’s upgraded guidance with initial FY27 pre-tax EPS guidance now $0.25. The upgrade is tempered by higher tax expenses over the medium term.

Moelis retains a Hold rating and raises the target to $5.98 from $5.22.

This report was published on February 20, 2026.

Target price is $5.98 Current Price is $5.94 Difference: $0.04
If APZ meets the Moelis target it will return approximately 1% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 11.00 cents and EPS of 21.00 cents.
At the last closing share price the estimated dividend yield is 1.85%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 28.29.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 12.20 cents and EPS of 23.20 cents.
At the last closing share price the estimated dividend yield is 2.05%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 25.60.

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

ASG    AUTOSPORTS GROUP LIMITED

Automobiles & Components – Overnight Price: $3.29

Moelis rates ((ASG)) as Buy (1) –

Autosports Group delivered a first half result that was in line with AGM guidance. Gross profit margins stood out for Moelis, improving to 90.1%, despite industry feedback signalling broader industry margin pressure.

The broker makes EPS downgrades of  -1-7% to reflect the impact of higher interest costs and more modest topline growth.

No quantified guidance was provided but the company expects consistent new vehicle market conditions with growth at a “predictable and resilient pace”.

Moelis retains a Buy rating with a target of $4.91.

This report was published on February 20, 2026.

Target price is $4.91 Current Price is $3.29 Difference: $1.62
If ASG meets the Moelis target it will return approximately 49% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 10.10 cents and EPS of 26.10 cents.
At the last closing share price the estimated dividend yield is 3.07%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 12.61.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 12.50 cents and EPS of 32.00 cents.
At the last closing share price the estimated dividend yield is 3.80%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 10.28.

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

BSL    BLUESCOPE STEEL LIMITED

Steel & Scrap – Overnight Price: $28.28

Jarden rates ((BSL)) as Neutral (3) –

BlueScope Steel has received an improved non-binding indicative offer of $32.35 per share from the Steel Dynamics/SGH consortium, representing around a 14% increase on the prior $30 proposal, with Jarden noting the offer is described as best and final.

The broker believes the bid implicitly values APAC operations at around 7-8x 2026 EBIT, below regional peers at roughly 14x, and suggests differing views on through-cycle earnings and North American steel spread durability may limit constructive engagement.

Jarden considers the consortium the most credible acquirer given reduced FIRB and CFIUS risk and secured $7.2bn financing, but sees risk the transaction does not proceed at current terms. Neutral rating maintained, and target price rises to $30.00 from $29.00.

This report was published on February 18, 2026.

Target price is $30.00 Current Price is $28.28 Difference: $1.72
If BSL meets the Jarden target it will return approximately 6% (excluding dividends, fees and charges).
Current consensus price target is $28.58, 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 130.00 cents and EPS of 195.00 cents.
At the last closing share price the estimated dividend yield is 4.60%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 14.50.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 183.4, implying annual growth of 860.7%.
Current consensus DPS estimate is 83.3, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 15.4.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 130.00 cents and EPS of 187.60 cents.
At the last closing share price the estimated dividend yield is 4.60%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.07.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 201.0, implying annual growth of 9.6%.
Current consensus DPS estimate is 83.3, implying a prospective dividend yield of 2.9%.
Current consensus EPS estimate suggests the PER is 14.1.

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

CDA    CODAN LIMITED

Hardware & Equipment – Overnight Price: $34.69

Moelis rates ((CDA)) as Buy (1) –

Codan’s first half result was largely in line with estimates and Moelis makes marginal upgrades to FY26 and FY27 EPS of 1.3% and 0.4%, respectively. Minelab continues to benefit from elevated gold prices alongside new products being brought to market.

The broker suspects new product, supported by a strong macro environment, could provide upside risk to its estimates in the second half and FY27.

Communications business is performing in line with expectations and the broker backs management to execute on its stated target of 30% EBIT margins by the end of FY27. Buy rating. Target rises to $42.80 from $42.31.

This report was published on February 20, 2026.

Target price is $42.80 Current Price is $34.69 Difference: $8.11
If CDA meets the Moelis target it will return approximately 23% (excluding dividends, fees and charges).
Current consensus price target is $37.75, suggesting upside of 8.3%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 41.70 cents and EPS of 83.30 cents.
At the last closing share price the estimated dividend yield is 1.20%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 41.64.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 84.0, implying annual growth of 47.1%.
Current consensus DPS estimate is 38.1, implying a prospective dividend yield of 1.1%.
Current consensus EPS estimate suggests the PER is 41.5.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 49.70 cents and EPS of 99.30 cents.
At the last closing share price the estimated dividend yield is 1.43%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 34.93.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 96.0, implying annual growth of 14.3%.
Current consensus DPS estimate is 45.0, implying a prospective dividend yield of 1.3%.
Current consensus EPS estimate suggests the PER is 36.3.

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

GHM    GOLDEN HORSE MINERALS LIMITED

Overnight Price: $0.72

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

Canaccord Genuity highlights the results at Hopes Hill, WA, where Golden Horse Minerals has intersected visible gold in its first diamond drill hole for the year, beneath the historical pit.

The pit previously produced 216,000 ounces at 2.4g/t gold. The hole returned 4m at 4.60g/t from 297m, including 1.1m at 8.60/t within a broader 7m zone of 2.8g/t.

Canaccord Genuity retains a Speculative Buy rating and $1.50 target.

This report was published on February 17, 2026.

Target price is $1.50 Current Price is $0.72 Difference: $0.78
If GHM meets the Canaccord Genuity target it will return approximately 108% (excluding dividends, fees and charges).
The company’s fiscal year ends in December.

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

HLS    HEALIUS LIMITED

Healthcare services – Overnight Price: $0.69

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

Healius reported 1H26 EBITDA of $122.2m, a -1.2% miss versus consensus, with EBIT of $7.9m implying around 83% of FY26 EBIT guidance of circa $48m is weighted to 2H26, which Jarden suggests heightens earnings risk.

The broker notes restructuring benefits are emerging through lab rationalisation, collection centre closures and 400FTE reductions, but believes delivery of guidance relies heavily on a seasonal uplift in pathology volumes and improved mix.

Cash flow disappointed due to a -$22.7m ATO settlement, -$11.6m in termination costs and a further circa -$19m lease liability settlement. The analyst warns the balance sheet may return to net debt.

Jarden retains an Underweight rating and the target price decreases to $0.77 from $0.81 following earnings forecast downgrades for FY26-FY28.

This report was published on February 18, 2026.

Target price is $0.77 Current Price is $0.69 Difference: $0.085
If HLS meets the Jarden target it will return approximately 12% (excluding dividends, fees and charges).
Current consensus price target is $0.81, suggesting upside of 19.1%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of minus 0.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is minus 97.86.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 0.7, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 97.1.

Forecast for FY27:

Jarden forecasts a full year FY27 EPS of 2.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 34.25.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 3.6, implying annual growth of 414.3%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 18.9.

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

KYP    KINATICO LIMITED

Software & Services – Overnight Price: $0.18

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

Kinatico delivered a first half result where Canaccord Genuity notes the SaaS pipeline is the strongest it has ever been. This is expected to accelerate revenue growth in the second half.

The broker points out management spent much time addressing AI disruption concerns in its presentation and remains confident it can use the software to its advantage.

A targeted marketing campaign has driven self-signing up on the platform to 35 organisations with the number of workers per organisation ranging from 80-200. The broker retains a Buy rating and $0.50 target.

This report was published on February 17, 2026.

Target price is $0.50 Current Price is $0.18 Difference: $0.315
If KYP meets the Canaccord Genuity target it will return approximately 170% (excluding dividends, fees and charges).
The company’s fiscal year ends in June.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 0.00 cents.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 0.00 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 18500.00.

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: $5.07

Moelis rates ((LIC)) as Buy (1) –

Lifestyle Communities showed its best result in two years in the first half with net new home sales of 110, Moelis notes.

The business is breakeven on a cash basis in the first half and trading at -16% below NTA it screens good value, although the broker believes improved development profit is required to trigger more investment interest.

The company has refinanced its debt facilities, reduced to $375m from $700m a year ago. Buy rating. Target is reduced to $6.70 from $7.00.

This report was published on February 20, 2026.

Target price is $6.70 Current Price is $5.07 Difference: $1.63
If LIC meets the Moelis target it will return approximately 32% (excluding dividends, fees and charges).
Current consensus price target is $5.63, suggesting upside of 13.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 0.00 cents and EPS of 20.70 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 24.49.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 22.2, implying annual growth of N/A.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 22.4.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 0.00 cents and EPS of 22.10 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 22.94.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 27.0, implying annual growth of 21.6%.
Current consensus DPS estimate is 4.8, implying a prospective dividend yield of 1.0%.
Current consensus EPS estimate suggests the PER is 18.4.

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

NWH    NRW HOLDINGS LIMITED

Mining Sector Contracting – Overnight Price: $6.30

Moelis rates ((NWH)) as Buy (1) –

NRW Holdings has upgraded FY26 guidance for EBITA  to a range of $275-285m amid strong first half results that beat Moelis estimates.

The civil segment delivered 6% revenue growth at a 5% EBIT margin, which is expected to improve as underperforming contracts are cycled.

Mining also reported an increase in EBITA of 7.8% with an improved 9% margin. Visibility has improved into FY27 with an increased $7.5bn order book. Buy rating retained. Target rises to $6.90.

This report was published on February 20, 2026.

Target price is $6.90 Current Price is $6.30 Difference: $0.6
If NWH meets the Moelis target it will return approximately 10% (excluding dividends, fees and charges).
Current consensus price target is $6.76, suggesting upside of 7.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 18.00 cents and EPS of 37.10 cents.
At the last closing share price the estimated dividend yield is 2.86%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 16.98.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 37.7, implying annual growth of 522.1%.
Current consensus DPS estimate is 20.4, implying a prospective dividend yield of 3.2%.
Current consensus EPS estimate suggests the PER is 16.8.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 18.00 cents and EPS of 39.40 cents.
At the last closing share price the estimated dividend yield is 2.86%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 15.99.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 40.6, implying annual growth of 7.7%.
Current consensus DPS estimate is 22.3, implying a prospective dividend yield of 3.5%.
Current consensus EPS estimate suggests the PER is 15.6.

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

NWL    NETWEALTH GROUP LIMITED

Wealth Management & Investments – Overnight Price: $24.81

Jarden rates ((NWL)) as Neutral (3) –

Netwealth Group reported a 1H26 EPS beat of 7.3% versus consensus, or 2.7% adjusting for a lower tax rate, with Jarden noting stronger revenues and higher other income offset softer administration and management fee trends.

The broker highlights stable revenue margins as a positive, but remains cautious given softer quarter-to-date net flows of $1.6bn and sees the flow gap to HUB24 ((HUB)) persisting as investment lifts to support growth.

Jarden trims FY26 net flow assumptions to $15.8bn and lowers outer year forecasts, forecasting EBITDA margins of 48.8% in FY26 versus guidance around 49% amid continued cost growth.

A Neutral rating is retained, and the target decreases to $26.85 from $27.15, reflecting earnings revisions and valuation roll-forward. EPS forecasts are reduced by -2.8% and -3.9% for FY26 and FY27.

This report was published on February 18, 2026.

Target price is $26.85 Current Price is $24.81 Difference: $2.04
If NWL meets the Jarden target it will return approximately 8% (excluding dividends, fees and charges).
Current consensus price target is $30.92, 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 43.50 cents and EPS of 55.00 cents.
At the last closing share price the estimated dividend yield is 1.75%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 45.11.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 50.2, implying annual growth of 5.4%.
Current consensus DPS estimate is 43.7, implying a prospective dividend yield of 1.8%.
Current consensus EPS estimate suggests the PER is 47.9.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 50.30 cents and EPS of 61.00 cents.
At the last closing share price the estimated dividend yield is 2.03%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 40.67.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 63.3, implying annual growth of 26.1%.
Current consensus DPS estimate is 51.0, implying a prospective dividend yield of 2.1%.
Current consensus EPS estimate suggests the PER is 38.0.

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

PDN    PALADIN ENERGY LIMITED

Uranium – Overnight Price: $13.42

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

Having delivered an impressive December quarter, Canaccord Genuity notes Paladin Energy’s Langer Heinrich mine is continuing to perform strongly. The broker revises FY26 forecasts to 4.7mlb. Commissioning of the mining fleet is ahead of expectations.

The company has indicated the environmental impact statement is imminent while stockpile headaches are now in the past with the processing of the last MG3 tonnage almost complete. Buy rating and $16 target.

This report was published on February 18, 2026.

Target price is $16.00 Current Price is $13.42 Difference: $2.58
If PDN meets the Canaccord Genuity target it will return approximately 19% (excluding dividends, fees and charges).
Current consensus price target is $13.18, suggesting downside of -2.7%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Canaccord Genuity forecasts a full year FY26 dividend of 0.00 cents and EPS of 2.63 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 510.27.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 10.5, 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 129.0.

Forecast for FY27:

Canaccord Genuity forecasts a full year FY27 dividend of 0.00 cents and EPS of 35.54 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 37.77.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 50.8, implying annual growth of 383.8%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 26.7.

This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.
Market Sentiment: 0.4
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

PWH    PWR HOLDINGS LIMITED

Automobiles & Components – Overnight Price: $9.75

Moelis rates ((PWH)) as Hold (3) –

PWR Holdings delivered a topline result for motorsports that beat estimates. For Moelis the question is, with the factory relocation done, is the uncertainty in peak earnings relegated to the past?

An increasingly larger portion of the aerospace & defence revenue is now locked in and while growth requires pipeline conversion, the broker suspects visibility on earnings is finally improving.

Estimates for FY26-28 EPS are upgraded by 4-8% to reflect the higher revenue base for motorsports and the increasing visibility around the A&D pipeline. Target is $9.75. Hold rating.

This report was published on February 22, 2026.

Target price is $9.75 Current Price is $9.75 Difference: $0
If PWH meets the Moelis target it will return approximately 0% (excluding dividends, fees and charges).
Current consensus price target is $9.43, suggesting downside of -3.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 9.40 cents and EPS of 15.90 cents.
At the last closing share price the estimated dividend yield is 0.96%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 61.32.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 16.2, implying annual growth of 66.8%.
Current consensus DPS estimate is 8.8, implying a prospective dividend yield of 0.9%.
Current consensus EPS estimate suggests the PER is 60.1.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 12.70 cents and EPS of 23.50 cents.
At the last closing share price the estimated dividend yield is 1.30%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 41.49.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 21.8, implying annual growth of 34.6%.
Current consensus DPS estimate is 11.8, implying a prospective dividend yield of 1.2%.
Current consensus EPS estimate suggests the PER is 44.6.

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

PWR    PETER WARREN AUTOMOTIVE HOLDINGS LIMITED

Automobiles & Components – Overnight Price: $1.60

Moelis rates ((PWR)) as Buy (1) –

Peter Warren Automotive produced a first half result that was in line with expectations and confirmed gross profit margins have stabilised and inventory management and cost reductions are improving.

Moelis notes operating discipline was evident in the result, although new entrants, particularly Chinese brands, are competing with legacy brands and creating significant turbulence in the industry.

Therefore the brand portfolio requires further optimisation, the broker adds. Buy rating maintained. Target is reduced to $2.07 from $2.43.

This report was published on February 22, 2026.

Target price is $2.07 Current Price is $1.60 Difference: $0.47
If PWR meets the Moelis target it will return approximately 29% (excluding dividends, fees and charges).
Current consensus price target is $1.98, suggesting upside of 24.0%(ex-dividends)
The company’s fiscal year ends in June.

Forecast for FY26:

Moelis forecasts a full year FY26 dividend of 7.10 cents and EPS of 12.30 cents.
At the last closing share price the estimated dividend yield is 4.44%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 13.01.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 11.9, implying annual growth of 69.3%.
Current consensus DPS estimate is 7.8, implying a prospective dividend yield of 4.9%.
Current consensus EPS estimate suggests the PER is 13.4.

Forecast for FY27:

Moelis forecasts a full year FY27 dividend of 7.70 cents and EPS of 13.70 cents.
At the last closing share price the estimated dividend yield is 4.81%.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 11.68.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 16.0, implying annual growth of 34.5%.
Current consensus DPS estimate is 10.5, implying a prospective dividend yield of 6.6%.
Current consensus EPS estimate suggests the PER is 10.0.

Market Sentiment: 0.7
All consensus data are updated until yesterday. FNArena’s consensus calculations require a minimum of three sources

SLC    SUPERLOOP LIMITED

Telecommunication – Overnight Price: $2.73

Jarden rates ((SLC)) as Buy (1) –

Superloop delivered 1H26 underlying EBITDA of $56m, up 46% y/y and 11% ahead of consensus, with Jarden describing the result as high quality.

Commentary highlights accelerating consumer and wholesale momentum, alongside a around a 3% upgrade to FY26 EBITDA guidance at the midpoint.

The broker notes 49k organic consumer net adds, ahead of expectations, and sees fixed Origin Energy ((ORG)) contract economics and a lower cost-to-serve model supporting competitive positioning, as intensity increases.

The -$165m Lightning Broadband acquisition is viewed as a step change for Smart Communities, expanding contracted lots to around 170k and providing clear visibility to annuity-style wholesale earnings, subject to ACCC approval in 4Q26.

Jarden retains a Buy rating, and lifts its target $3.40 from $3.25, reflecting earnings upgrades. EPS forecasts are lifted by 4%/4%/10% across FY26 to FY28.

This report was published on February 19, 2026.

Target price is $3.40 Current Price is $2.73 Difference: $0.67
If SLC meets the Jarden target it will return approximately 25% (excluding dividends, fees and charges).
Current consensus price target is $3.51, suggesting upside of 31.0%(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 7.40 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 36.89.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 6.1, implying annual growth of 2441.7%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 43.9.

Forecast for FY27:

Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 10.30 cents.
At the last closing share price the stock’s estimated Price to Earnings Ratio (PER) is 26.50.

How do these forecasts compare to market consensus projections?

Current consensus EPS estimate is 8.6, implying annual growth of 41.0%.
Current consensus DPS estimate is N/A, implying a prospective dividend yield of N/A.
Current consensus EPS estimate suggests the PER is 31.2.

Market Sentiment: 0.8
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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