CEDAR WOODS PROPERTIES LIMITED (CWP)
Share Price Analysis and Chart

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30/10/2025

1

Buy

$9.35

7.35%

At the 1Q26 update, Cedar Woods Properties upgraded FY26 net profit growth guidance to 15% from 10% with over 90% of FY26 unit settlements presold, providing record earnings visibility.

Shaw and Partners highlights a strong September quarter as the company benefits from macroeconomic tailwinds and Australia's structural housing shortage. Settlements were up 17% q/q.

The broker lifted FY26-28 forecasts, now expecting 18% net profit growth in FY26.  Strong housing demand and price increases have been factored in, and margins are expected to exceed 28% in FY26.

The broker's estimates suggest 30% of its FY27-28 sales forecasts are covered in current pre-sales.

Buy, High Risk. Target rises to $9.35 from $8.25.

FORECAST
Shaw and Partners forecasts a full year FY26 dividend of 35.00 cents and EPS of 66.60 cents.
Shaw and Partners forecasts a full year FY27 dividend of 42.00 cents and EPS of 80.50 cents.

18/12/2025

1

Buy

$10.09

15.84%

Cedar Woods Properties lifted FY26 guidance to at least 20% net profit growth, marking the second upgrade since August. It is a reflection of greater confidence in full-year settlements, given most sales are already contracted, Moelis observes.

Growth is expected to be driven by price gains and margin expansion in key markets Perth and Brisbane, with South Australia steady and improving enquiry/sales in Victoria.

The broker lifted FY26 net profit growth forecasts to 23% from 17%. Target rises to $10.09 from $9.52, and Buy maintained.

FORECAST
Moelis forecasts a full year FY26 dividend of 34.00 cents and EPS of 72.00 cents.
Moelis forecasts a full year FY27 dividend of 38.00 cents and EPS of 81.20 cents.