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: 1.87
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

$36.96

18 Sep
2025

-0.630

OPEN

$37.47

-1.68%

HIGH

$37.62

1,363,701

LOW

$36.87

TARGET
$38.88 5.2% upside
Franking for last dividend paid out: 100%
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 FY26
Forecast		 FY27
Forecast
EPS (cps) 218.1 xxx
DPS (cps) 99.6 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 17.2 xxx
Dividend Yield 2.7% xxx
Div Pay Ratio(%) 45.6% 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: 3.71%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.48

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx159.7
DPS All xxxxxxxxxxxxxxx93.0
Sales/Revenue xxxxxxxxxxxxxxx4,733.0 M
Book Value Per Share xxxxxxxxxxxxxxx567.8
Net Operating Cash Flow xxxxxxxxxxxxxxx1,271.8 M
Net Profit Margin xxxxxxxxxxxxxxx19.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx30.14 %
Return on Invested Capital xxxxxxxxxxxxxxx16.36 %
Return on Assets xxxxxxxxxxxxxxx11.73 %
Return on Equity xxxxxxxxxxxxxxx30.14 %
Return on Total Capital xxxxxxxxxxxxxxx22.30 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx756.0 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 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx341 M
Long Term Debt xxxxxxxxxxxxxxx2,590 M
Total Debt xxxxxxxxxxxxxxx2,932 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,103 M
Price To Book Value xxxxxxxxxxxxxxx7.03

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx67.3 M
Capex % of Sales xxxxxxxxxxxxxxx1.42 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,769 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx647 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx90 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

-0.4

No. Of Recommendations

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

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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Morgan Stanley

14/08/2025

5

Underweight

$33.30

-9.90%

While some may view Computershare's FY26 guidance for 4% management EPS growth as conservative, Morgan Stanley has a different view, forecasting 2.5% growth. The shortfall is due to its lower margin income forecast of US$710m vs guidance of US$720m.

The broker notes the final FY25 dividend fell short of consensus by -5% and with no new capital management initiatives, the balance sheet looks strong.

Up to US$200-300m of EBITDA can be used for acquisition, the broker reckons. However, the company's preference is disciplined acquisitions which is difficult when trading multiples are elevated.

Target cut to $33.30 from $33.70. Underweight. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 97.00 cents and EPS of 214.24 cents.
Morgan Stanley forecasts a full year FY27 dividend of 98.50 cents and EPS of 210.98 cents.

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
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

15/08/2025

3

Neutral

$36.50

-1.24%

Computershare's FY25 result was broadly in line with Jarden's expectations, with EPS growth of around 15% supported by strong event and transactional revenues and disciplined cost control.

The broker notes FY26 EPS guidance of 140c, implying growth of 4% year-on-year and slightly ahead of consensus. The analysts also note a modest margin income uplift, lower interest costs, and around 5% earnings (EBIT) growth excluding margin income.

Net debt to earnings (EBITDA) remains at 0.42 times, providing over $2bn in balance sheet capacity. The broker points out share buybacks are no longer considered tax efficient and capital deployment will be key to future growth.

The final dividend of 48c took the payout ratio to 45%, below the broker’s estimate.

Jarden trims its target price to $36.50 from $37.00 and retains a Neutral rating.

FORECAST
Jarden forecasts a full year FY26 dividend of 106.60 cents and EPS of 216.88 cents.
Jarden forecasts a full year FY27 dividend of 107.00 cents and EPS of 217.65 cents.
Access Extra Coverage Research History >

CPU STOCK CHART

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