COLES GROUP LIMITED (COL)
Share Price Analysis and Chart

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COL

COL - COLES GROUP LIMITED

FNArena Sector : Food, Beverages & Tobacco
Year End: June
GICS Industry Group : Food & Staples Retailing
Debt/EBITDA: 2.72
Index: ASX20 | ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Coles is an Australia supermarket chain with over 800 stores. The original opened in Collingwood, Victoria in 1914. Coles was under the ownership of Wesfarmers from 2007 to 2018 when it was demerged into a seperate entity.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$23.58

18 Sep
2025

-0.170

OPEN

$23.99

-0.72%

HIGH

$23.99

2,968,044

LOW

$23.56

TARGET
$24.907 5.6% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMC . AVG . CKF . DMP . EDV . GYG . ING . LRK . MBH . MTS . RFG . SGLLV . TSI . TWE . WOA . WOW . YOW .
FNARENA'S MARKET CONSENSUS FORECASTS
COL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 80.8 96.2 xxx
DPS (cps) xxx 69.1 79.7 xxx
EPS Growth xxx - 3.6% 19.1% xxx
DPS Growth xxx N/A 15.2% xxx
PE Ratio xxx N/A 24.5 xxx
Dividend Yield xxx N/A 3.4% xxx
Div Pay Ratio(%) xxx 85.6% 82.8% xxx

Dividend yield today if purchased 3 years ago: 4.13%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.93

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: 03/09 - ex-div 32c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx80.8
DPS All xxxxxxxxxxxxxxx69.1
Sales/Revenue xxxxxxxxxxxxxxx44,487.0 M
Book Value Per Share xxxxxxxxxxxxxxx284.8
Net Operating Cash Flow xxxxxxxxxxxxxxx2,936.0 M
Net Profit Margin xxxxxxxxxxxxxxx2.43 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx29.07 %
Return on Invested Capital xxxxxxxxxxxxxxx8.35 %
Return on Assets xxxxxxxxxxxxxxx4.79 %
Return on Equity xxxxxxxxxxxxxxx29.07 %
Return on Total Capital xxxxxxxxxxxxxxx14.13 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx560.0 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 xxxxxxxxxxxxxxx1,078 M
Long Term Debt xxxxxxxxxxxxxxx9,249 M
Total Debt xxxxxxxxxxxxxxx10,327 M
Goodwill - Gross xxxxxxxxxxxxxxx1,151 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx705 M
Price To Book Value xxxxxxxxxxxxxxx7.31

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx1,487.0 M
Capex % of Sales xxxxxxxxxxxxxxx3.34 %
Cost of Goods Sold xxxxxxxxxxxxxxx34,218 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx8,304 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx240 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

0.8

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Ord Minnett

27/08/2025

2

Accumulate

$24.00

1.78%

Ord Minnett notes Coles Group announced FY25 results and final dividend which aligned with consensus, assisted by lower than expected implementation costs at its automated fulfilment and distribution centres.

The supermarket operator finished FY25 with strong sales growth in the June quarter, increasing to 4.3% growth in the first eight weeks year-to-date, despite lower tobacco sales.

Ord Minnett raises its EPS forecasts by 1.4% for FY26 and 1.7% for FY27, leading to a higher target price of $24 from $22.

No change in Accumulate rating.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$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

02/09/2025

3

Neutral

$21.70

-7.97%

Jarden assesses Coles Group's FY25 result as a small beat and good quality, with over 100% cash conversion. Sales rose 3.6% y/y and met the broker's forecast, while net profit was 2% ahead.

The highlight was a strong start to FY26, with supermarket sales in the first 8 weeks up 4.9% y/y. The broker believes the market is improving, and it is also likely the company is increasing market share. 

FY26-28 net profit forecasts lifted by 1%, with 3-year EPS compounded annual growth rate forecast at 11%.

Neutral. Target rises to $21.70 from $20.60.

FORECAST
Jarden forecasts a full year FY26 dividend of 78.00 cents and EPS of 94.10 cents.
Jarden forecasts a full year FY27 dividend of 86.00 cents and EPS of 103.40 cents.
Access Extra Coverage Research History >

COL STOCK CHART

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