REGIS HEALTHCARE LIMITED (REG)
Share Price Analysis and Chart

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08/07/2026

3

Reinstate Coverage with Neutral

$7.00

12.90%

UBS reinstates coverage of Regis Healthcare with a Neutral rating and $7 target. Pressure on the aged care system which is already operating at near-record occupancy is expected to continue apace, while development activity has been subdued.

The broker envisages downside to FY27 consensus estimates as extra services revenue is expected to fall with the transition to the Higher Every day Living Fee (HELF).

UBS  believes there is risk the increase in annual AN-ACC funding could fall short.

As this is likely to be a short-term headwind, given the need to stimulate investment, any funding changes are likely to favour incumbents, the broker adds.

FORECAST
UBS forecasts a full year FY26 dividend of 18.00 cents and EPS of 18.00 cents.
UBS forecasts a full year FY27 dividend of 22.00 cents and EPS of 22.00 cents.

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22/06/2026

3

Downgrade to Neutral from Overweight

$7.50

20.97%

Jarden downgrades Regis Healthcare to Neutral from Overweight with its target price decreased to $7.50 following a regulatory review of recent sector legislative shifts.

Industry channel checks reveal that initial adoption rates for the Higher Everyday Living Fee voluntary package remain less robust than previously modeled, as macro cost-of-living pressures prompt incoming residents to opt out.

The analyst notes this operational headwind is further compounded by a delayed implementation timeline for federal accommodation supplement increases, which are deferred to March 2027 due to government software bottlenecks.

Revisions drive a -11.3% reduction to FY27 diluted EPS forecasts and a -14.3% drop for FY28 to encapsulate the slowed funding transitions.

Commentary concludes long-term corporate value remains supported by severe macro bed supply deficits, which will eventually catalyse structural accommodation pricing power once immediate legislative head-winds clear.

FORECAST
Jarden forecasts a full year FY26 dividend of 18.00 cents and EPS of 18.40 cents.
Jarden forecasts a full year FY27 dividend of 20.60 cents and EPS of 23.50 cents.