REECE LIMITED (REH)
Share Price Analysis and Chart

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REH

REH - REECE LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 2.2
Index: ASX200 | ASX300 | ALL-ORDS

Reece is an international distributor of plumbing, waterworks, heating, cooling, bathroom and kitchen products, with operations in Australia, New Zealand and the US.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$17.27

11 Aug
2026

0.050

OPEN

$16.87

0.29%

HIGH

$17.29

750,769

LOW

$16.87

TARGET
$16.067 -7.0% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADH . BLX . GWA . HVN . JBH . JYC . NCK . TPW .
FNARENA'S MARKET CONSENSUS FORECASTS
REH: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 49.2 46.3 xxx
DPS (cps) xxx 18.4 17.8 xxx
EPS Growth xxx - 24.2% - 6.0% xxx
DPS Growth xxx - 28.7% - 3.1% xxx
PE Ratio xxx N/A 37.8 xxx
Dividend Yield xxx N/A 1.0% xxx
Div Pay Ratio(%) xxx 37.3% 38.5% xxx

Dividend yield today if purchased 3 years ago: 0.91%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.05

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: 17/03 - ex-div 5.44c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx49.2
DPS All xxxxxxxxxxxxxxx18.4
Sales/Revenue xxxxxxxxxxxxxxx8,978.4 M
Book Value Per Share xxxxxxxxxxxxxxx626.2
Net Operating Cash Flow xxxxxxxxxxxxxxx599.8 M
Net Profit Margin xxxxxxxxxxxxxxx3.53 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx7.99 %
Return on Invested Capital xxxxxxxxxxxxxxx5.54 %
Return on Assets xxxxxxxxxxxxxxx4.37 %
Return on Equity xxxxxxxxxxxxxxx7.99 %
Return on Total Capital xxxxxxxxxxxxxxx9.29 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx201.2 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 xxxxxxxxxxxxxxx149 M
Long Term Debt xxxxxxxxxxxxxxx1,822 M
Total Debt xxxxxxxxxxxxxxx1,971 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx275 M
Price To Book Value xxxxxxxxxxxxxxx2.29

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx258.4 M
Capex % of Sales xxxxxxxxxxxxxxx2.88 %
Cost of Goods Sold xxxxxxxxxxxxxxx6,420 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx2,013 M
Research & Development xxxxxxxxxxxxxxx0 M
Investments - Total xxxxxxxxxxxxxxx20 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

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

01/04/2026

3

Neutral

$16.70

-3.30%

Citi assesses potential risks from rising resin costs on A&NZ Building Products exposures, noting force majeure events and widening crack spreads are creating early signs of supply pressure.

The broker identifies Reece and Fletcher Building as more exposed to potential disruption linked to the Middle East conflict.

It's felt Reliance Worldwide and James Hardie Industries face more moderate and limited impacts, respectively, due to differences in sourcing and regional exposure.

For Reece, $16.70 target and Neutral rating.

FORECAST
Citi forecasts a full year FY26 EPS of 46.90 cents.
Citi forecasts a full year FY27 EPS of 52.40 cents.

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

15/06/2026

2

Overweight

$16.10

-6.77%

Jarden retains its Overweight rating for Reece with its target price reduced to $16.10 from $16.40 on revised cost of capital assumptions.

Commentary highlights proprietary tracker metrics spanning more than 500 domestic retail storefronts indicate resilient volume trends despite recent price increases.

Foot traffic and employee recruitment trends both accelerated across the calendar year to date.

Operational hiring remains heavily concentrated in trade counter and logistics delivery roles to support sustained baseline volumes.

The analyst views the transaction datasets as an incrementally positive indicator for broader Australian economic health.
Access Extra Coverage Research History >

REH STOCK CHART

FNArena News on REH

1
Rudi’s View: Final Preparations For August

Aug 05 2026 - Rudi's View
2
Australian Broker Call *Extra* Edition – Jun 15, 2026

Jun 15 2026 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 24-04-26

Apr 27 2026 - Weekly Reports
4
Next Week At A Glance – 27-24 Apr 2026

Apr 24 2026 - Weekly Reports
5
Rudi’s View: Best Buys & Conviction Calls

Apr 23 2026 - Rudi's View

Latest Furniture & Renovation News

1
Strong Momentum Underpins Nick Scali’s FY26

Aug 12 2025 - Australia
2
Reece Battling Tariffs, Competition & Cost Crises

Jul 01 2025 - Australia
3
New Broom Clearing The Decks For Adairs

Jun 25 2025 - Small Caps
4
Nick Scali’s Margin & UK Opportunity Excites

Feb 21 2025 - Small Caps
5
Temple & Webster Embraces The Future

Feb 20 2025 - Small Caps
6
Nick Scali’s Transitory Freight Headwind

Oct 24 2024 - Small Caps
7
Temple & Webster Spends Up For A Bigger Share

Aug 18 2023 - Small Caps
8
Too Harsh On Temple & Webster?

Feb 15 2023 - Australia
9
Nick Scali Worth Watching

Dec 20 2022 - Technicals
10
Treasure Chest: Temple & Webster

Nov 23 2022 - Treasure Chest