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

$41.90

21 Feb
2025

-1.220

OPEN

$42.29

-2.83%

HIGH

$42.94

2,005,372

LOW

$41.84

TARGET
$38.985 -7.0% 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) 207.0 xxx
DPS (cps) 96.0 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 20.2 xxx
Dividend Yield 2.3% xxx
Div Pay Ratio(%) 46.4% 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: 3.69%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.96

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

0.0

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Citi

13/02/2025

3

Neutral

$40.90

-2.39%

Computershare reported a stronger-than-expected 1H25 result, with EPS exceeding the consensus estimate by 6%, Citi notes.

Importantly, the broker states management raised FY25 EPS guidance to 15% growth, up from around 7.5% previously in constant currency.

Plans and Issuer Services delivered strong growth over the period, with fee income from Plans higher than anticipated. A lower effective tax rate of 24% also supported the 1H25 result, Citi explains.

The broker raises EPS forecasts by 9% for FY25-FY27, noting that positive tailwinds from issuer services transactions, debt issuance volumes, and strong plan volumes have materialised sooner than expected.

Neutral rating retained. Target price increases to $40.90 from $35 as the stock’s valuation is revised higher.

FORECAST
Citi forecasts a full year FY25 dividend of 132.84 cents and EPS of 208.43 cents.
Citi forecasts a full year FY26 dividend of 142.01 cents and EPS of 218.81 cents.

UBS

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

3

xxxxxxx

$xx.xx

xx.xx%

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Jarden

13/02/2025

3

Neutral

$34.50

-17.66%

Computershare's 1H25 net profit of $384.1m came 5.4% ahead of consensus, but missed Jarden's forecast by -3.6% and consensus by -7.5% on a reported basis on higher restructuring costs and integration expenses.

The company upgraded FY25 EPS guidance by 15% to $1.35, prompting Jarden to revise its forecast by 4.2% for FY25 and 2.4% for FY26. 

The broker remains cautious around the medium-term outlook for the company, particularly given the risks of a tariff environment driving rates higher for longer and weighing on transaction activity.

Target price rises slightly to $34.5 from $34.0. Neutral rating maintained.

FORECAST
Jarden forecasts a full year FY25 dividend of 96.40 cents and EPS of 205.53 cents.
Jarden forecasts a full year FY26 dividend of 104.90 cents and EPS of 217.44 cents.
Access Extra Coverage Research History >

CPU STOCK CHART

FNArena News on CPU

1
Rudi’s View: Best Ideas & Conviction Calls

Feb 20 2025 - Rudi's View
2
Rudi’s View: More Beats In Early Feb Results

Feb 19 2025 - Rudi's View
3
Australian Broker Call *Extra* Edition – Feb 17, 2025

Feb 17 2025 - Daily Market Reports
4
Weekly Ratings, Targets, Forecast Changes – 14-02-25

Feb 17 2025 - Weekly Reports
5
Next Week At A Glance -17-21 Feb 2025

Feb 14 2025 - Weekly Reports

Latest Diversified Financials News

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Aug 13 2024 - Technicals
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Jun 22 2022 - Treasure Chest
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Jul 22 2021 - Treasure Chest
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May 18 2021 - Australia
10
Computershare Hikes Long-Term Potential

Mar 26 2021 - Australia