CHARTER HALL LONG WALE REIT (CLW)
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CLW

CLW - CHARTER HALL LONG WALE REIT

FNArena Sector : REITs
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 18.39
Index: ASX200 | ASX300 | ALL-ORDS

Charter Hall Long WALE is an Australian Real Estate Trust investing in real estate assets that are predominantly leased to corporate and government tenants. It has been listed since 2016.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$3.54

05 Nov
2026

0.070

OPEN

$3.58

2.02%

HIGH

$3.58

2,415,438

LOW

$3.51

TARGET
$3.738 5.6% upside
OTHER COMPANIES IN THE SAME SECTOR
ABG . ARF . BWP . CDP . CDP . CHC . CIP . COF . CQE . CQR . DGT . DXC . DXI . DXS . FDC . GDF . GDI . HCW . HDN . PLG . REP . RFF . RGN . SCG . SKG . VCX . WOT . WPR .
FNARENA'S MARKET CONSENSUS FORECASTS
CLW: 1
Title FY25
Actual
FY26
Actual
FY27
Forecast
FY28
Forecast
EPS (cps) xxx 38.7 31.7 xxx
DPS (cps) xxx 25.5 25.7 xxx
EPS Growth xxx 100.0% - 18.0% xxx
DPS Growth xxx 2.0% 0.7% xxx
PE Ratio xxx N/A 11.2 xxx
Dividend Yield xxx N/A 7.2% xxx
Div Pay Ratio(%) xxx 65.9% 80.9% xxx

Dividend yield today if purchased 3 years ago: 7.73%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

7.16

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

$ 

Tell Me The Dividend After This Many Years

Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 29/09 - (franking ex-div 6.38c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx38.7
DPS All xxxxxxxxxxxxxxx25.5
Sales/Revenue xxxxxxxxxxxxxxx194.5 M
Book Value Per Share xxxxxxxxxxxxxxx471.5
Net Operating Cash Flow xxxxxxxxxxxxxxx528.7 M
Net Profit Margin xxxxxxxxxxxxxxx141.84 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx8.29 %
Return on Invested Capital xxxxxxxxxxxxxxx5.69 %
Return on Assets xxxxxxxxxxxxxxx5.57 %
Return on Equity xxxxxxxxxxxxxxx8.29 %
Return on Total Capital xxxxxxxxxxxxxxx1.70 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx382.6 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx1,512 M
Total Debt xxxxxxxxxxxxxxx1,512 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx18 M
Price To Book Value xxxxxxxxxxxxxxx0.77

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx0.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.00 %
Cost of Goods Sold xxxxxxxxxxxxxxx68 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx44 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx2,553 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.1

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

23/09/2026

3

Equal-weight

$4.06

14.69%

The market is now pricing in interest rates to remain high, Morgan Stanley points out with 1yr–3yr swaps at around 5%, the broker is expecting the RBA to hike the cash rate by 25bps to 4.6% on 29 Sept.

The analyst has assessed the REIT sector's FY27/FY28 interest rate hedges and isolated which REITs are most exposed if rates remain elevated.

Scentre Group ((SCG)), along with Charter Hall Retail ((CQR)), Centuria Industrial ((CIP)) and Charter Hall Long WALE REIT are the most exposed on a FY28 FFO/EPS sensitivity basis, with the largest declining hedges.

Although, Charter Hall Long WALE REIT has a significant portion of its rental income linked to CPI which may offer a natural hedge of sorts.

Target is $4.06. Equal-weight retained. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY27 EPS of 25.50 cents.
Morgan Stanley forecasts a full year FY28 EPS of 26.10 cents.

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

15/10/2026

4

Underweight

$3.27

-7.63%

Following Jarden's general sector review, the price target for Charter Hall Long WALE REIT has been reduced to $3.27 from $3.57. Underweight.

CLW STOCK CHART