AGL ENERGY LIMITED (AGL)
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AGL

AGL - AGL ENERGY LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Utilities
Debt/EBITDA: 1.67
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

AGL Energy owns and operates several power stations and is developing several renewable energy projects. The company also supplies gas for residential and commercial use. AGL was the second company to list on the Sydney stock exchange in 1871.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$8.53

10 Sep
2026

-0.250

OPEN

$8.78

-2.85%

HIGH

$8.79

2,613,194

LOW

$8.53

TARGET
$9.674 13.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AIA . ALX . APA . CEN . DBI . DBI . GNE . GNP . LGI . MEZ . ORG . SRJ . TCL .
FNARENA'S MARKET CONSENSUS FORECASTS
AGL: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 112.4 87.1 xxx
DPS (cps) xxx 50.0 49.7 xxx
EPS Growth xxx N/A - 22.5% xxx
DPS Growth xxx 4.2% - 0.6% xxx
PE Ratio xxx N/A 9.7 xxx
Dividend Yield xxx N/A 5.9% xxx
Div Pay Ratio(%) xxx 44.5% 57.0% xxx

Dividend yield today if purchased 3 years ago: 4.57%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.90

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: 25/08 - ex-div 26.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic -330.3131.6-187.9105.7-14.6112.4
DPS All 75.026.031.061.048.050.0
Sales/Revenue 10,942.0 M13,221.0 M14,157.0 M13,583.0 M14,393.0 M13,590.0 M
Book Value Per Share 882.9968.6761.2807.3722.1784.2
Net Operating Cash Flow 1,250.0 M1,227.0 M912.0 M2,240.0 M841.0 M1,148.0 M
Net Profit Margin -18.81 %6.50 %-8.93 %5.23 %-0.68 %5.56 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed -30.32 %14.31 %-21.72 %13.48 %-1.90 %14.92 %
Return on Invested Capital -21.08 %9.87 %-14.87 %8.84 %-1.22 %8.86 %
Return on Assets -13.65 %4.95 %-7.33 %4.60 %-0.62 %4.70 %
Return on Equity -30.32 %14.31 %-21.72 %13.48 %-1.90 %14.92 %
Return on Total Capital -8.89 %19.25 %7.94 %20.27 %9.14 %16.37 %
Free Cash Flow ex dividends -18.0 M274.0 M167.0 M1,072.0 M-674.0 M-619.0 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 202120222023202420252026
Short-Term Debt 305 M355 M47 M35 M238 M174 M
Long Term Debt 2,880 M2,523 M2,836 M2,693 M3,069 M3,860 M
Total Debt 3,185 M2,878 M2,883 M2,728 M3,307 M4,034 M
Goodwill - Gross 3,067 M3,073 M3,073 M3,073 M3,220 M3,220 M
Cash & Equivalents - Generic 370 M341 M376 M1,168 M742 M710 M
Price To Book Value 0.930.851.421.341.351.06

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex 695.0 M636.0 M624.0 M838.0 M1,125.0 M1,438.0 M
Capex % of Sales 6.35 %4.81 %4.41 %6.17 %7.82 %10.58 %
Cost of Goods Sold 9,449 M12,135 M13,008 M11,436 M12,596 M11,713 M
Selling, General & Admin. Exp & Other 2,376 M-654 M458 M509 M1,051 M447 M
Research & Development ------
Investments - Total 1,067 M810 M1,035 M1,057 M939 M935 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
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Sentiment Indicator

0.1

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

13/08/2026

2

Upgrade to Accumulate from Hold

$11.25

31.89%

Ord Minnett upgrades AGL Energy to an Accumulate from a Hold with a lower target of $11.25 from $11.75.

AGL's FY26 underlying NPAT was broadly in line with expectations, the analyst observes and 26c final dividend takes FY26 distributions to 50c. The higher 55%-60% payout target for FY27 should support increased dividend forecasts.

Customer Markets performed well, and operating costs were held flat despite inflation, although lower wholesale electricity prices and higher gas costs continue to pressure generation earnings.

FY27 underlying NPAT guidance of $470-$670m is around 3% above consensus at the midpoint and is viewed as conservative, with near-term electricity market pressures largely incorporated.

FY27 EPS forecasts are lowered by -5.7% but rise in FY28 and FY29 by 0.5% and 7.3%, respectively. 

FORECAST
Ord Minnett forecasts a full year FY27 dividend of 50.00 cents and EPS of 87.00 cents.
Ord Minnett forecasts a full year FY28 dividend of 42.00 cents and EPS of 70.00 cents.

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EXTRA COVERAGE
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No. Of Recommendations

0

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
Access Extra Coverage Research History >

AGL STOCK CHART

FNArena News on AGL

1
Rudi’s View: Resilient, But August Fails To Excite

Sep 02 2026 - Rudi's View
2
Weekly Ratings, Targets, Forecast Changes – 28-08-26

Aug 31 2026 - Weekly Reports
3
Weekly Ratings, Targets, Forecast Changes – 14-08-26

Aug 17 2026 - Weekly Reports
4
Next Week At A Glance – 17-21 Aug 2026

Aug 14 2026 - Weekly Reports
5
FNArena Corporate Results Monitor – 12-08-2026

Aug 12 2026 - Australia

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