COMPUTERSHARE LIMITED (CPU)
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CPU

CPU - COMPUTERSHARE LIMITED

FNArena Sector : Diversified Financials
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 1.57
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

Computershare primarily provides shareholder registration and related services to companies listed on stock markets in multiple countries. It has expanded into mortgage loan servicing and tenant deposit services in the UK and the US. It was founded in 1978 and listed on the ASX in 1994.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$40.12

13 May
2025

0.670

OPEN

$39.97

1.70%

HIGH

$40.21

1,086,961

LOW

$39.29

TARGET
$38.885 -3.1% downside
OTHER COMPANIES IN THE SAME SECTOR
B4P . BFG . CCL . CCR . CNI . CVC . EQT . EZL . FID . HMY . LFG . OBL . OFX . SGH . SOL .
FNARENA'S MARKET CONSENSUS FORECASTS
CPU: 1
Title FY25
Forecast		 FY26
Forecast
EPS (cps) 209.7 xxx
DPS (cps) 96.3 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 19.6 xxx
Dividend Yield 2.3% xxx
Div Pay Ratio(%) 45.9% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 3.45%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.00

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: 20/08 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx131.9
DPS All xxxxxxxxxxxxxxx82.0
Sales/Revenue xxxxxxxxxxxxxxx4,452.7 M
Book Value Per Share xxxxxxxxxxxxxxx493.4
Net Operating Cash Flow xxxxxxxxxxxxxxx1,112.4 M
Net Profit Margin xxxxxxxxxxxxxxx16.89 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx24.54 %
Return on Invested Capital xxxxxxxxxxxxxxx12.94 %
Return on Assets xxxxxxxxxxxxxxx8.76 %
Return on Equity xxxxxxxxxxxxxxx24.54 %
Return on Total Capital xxxxxxxxxxxxxxx23.02 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx629.5 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx43 M
Long Term Debt xxxxxxxxxxxxxxx2,630 M
Total Debt xxxxxxxxxxxxxxx2,674 M
Goodwill - Gross xxxxxxxxxxxxxxx2,706 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,788 M
Price To Book Value xxxxxxxxxxxxxxx5.34

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx181.3 M
Capex % of Sales xxxxxxxxxxxxxxx4.07 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,690 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx311 M
Research & Development xxxxxxxxxxxxxxx209 M
Investments - Total xxxxxxxxxxxxxxx62 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

-0.2

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

13/02/2025

3

Hold

$42.01

4.71%

Computershare's 1H25 EPS of US$0.653 was up 19% year on year, a strong result benefitting particularly from an uplift in transactional and event-based revenue, Morgans highlights.

The broker notes the company produced a record 32% return on invested capital in 1H25, up from just 15% two years ago, highlighting the benefits of management's high-quality and capital-light business strategy.

The broker lifts FY25-26 EPS estimates by 6-7% on increased revenue and margin assumptions. Target rises to $42.01 from $34.44 on earnings changes and a valuation roll-forward. Hold retained.

FORECAST
Morgans forecasts a full year FY25 dividend of 90.75 cents and EPS of 207.66 cents.
Morgans forecasts a full year FY26 dividend of 92.29 cents and EPS of 213.81 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Goldman Sachs

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Jarden

20/04/2025

3

Neutral

$34.00

-15.25%

Jarden has assessed Computershare's earnings prospects given the fall in equities in the March quarter, which has continued in this quarter.

The broker expects this to weigh on transaction revenue related to employee share plan but with M&A, IPOs and secondaries remaining strong, issuer services corporate actions are still expected to deliver a solid result.

The broker also noted a moderation in policy rate outlook, mainly for FY26, which led to a -5% cut in its margin income forecast for FY26.

Neutral. Target cut to $34.00 from $34.50.

FORECAST
Jarden forecasts a full year FY25 dividend of 95.70 cents and EPS of 206.58 cents.
Jarden forecasts a full year FY26 dividend of 102.50 cents and EPS of 215.50 cents.
Access Extra Coverage Research History >

CPU STOCK CHART

FNArena News on CPU

1
Australian Broker Call *Extra* Edition – May 12, 2025

May 12 2025 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 02-05-25

May 05 2025 - Weekly Reports
3
Rudi’s View: Mag7 Dominance & Profit Warnings

May 01 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – Apr 20, 2025

Apr 22 2025 - Daily Market Reports
5
Rudi’s View: Share Market Scenarios & Dilemmas

Apr 09 2025 - Rudi's View

Latest Diversified Financials News

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Aug 13 2024 - Technicals
2
Treasure Chest: Computershare: A Safe Haven Leveraged to Rising Rates

Jun 22 2022 - Treasure Chest
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Jan 13 2022 - Rudi's View
4
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Dec 01 2021 - Australia
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Nov 08 2021 - Australia
6
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Aug 11 2021 - Australia
7
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Jul 22 2021 - Treasure Chest
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May 27 2021 - Weekly Reports
9
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May 18 2021 - Australia
10
Computershare Hikes Long-Term Potential

Mar 26 2021 - Australia