CHARTER HALL LONG WALE REIT (CLW)
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CLW

CLW - CHARTER HALL LONG WALE REIT

FNArena Sector : REITs
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 15.73
Index: ASX200 | ASX300 | ALL-ORDS

Charter Hall Long WALE is an Australian Real Estate Trust investing in real estate assets that are predominantly leased to corporate and government tenants. It has been listed since 2016.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.25

17 Jun
2025

-0.020

OPEN

$4.25

-0.47%

HIGH

$4.27

750,412

LOW

$4.23

TARGET
$4.08 -4.0% downside
OTHER COMPANIES IN THE SAME SECTOR
ABG . AOF . ARF . ASK . BWP . CDP . CDP . CHC . CIP . COF . CQE . CQR . DGT . DXC . DXI . DXS . ECF . GDF . GDI . HCW . HDN . NSR . PLG . REP . RFF . RGN . SCG . TGP . URW . VCX . WOT . WPR .
FNARENA'S MARKET CONSENSUS FORECASTS
CLW: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 70.7 24.9 xxx
DPS (cps) xxx 26.0 25.1 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 7.1% - 3.6% xxx
PE Ratio xxx N/A 17.0 xxx
Dividend Yield xxx N/A 5.9% xxx
Div Pay Ratio(%) xxx N/A 100.5% xxx

Dividend yield today if purchased 3 years ago: 6.12%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.13

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: 30/12 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-70.7
DPS All xxxxxxxxxxxxxxx26.0
Sales/Revenue xxxxxxxxxxxxxxx203.2 M
Book Value Per Share xxxxxxxxxxxxxxx466.1
Net Operating Cash Flow xxxxxxxxxxxxxxx187.3 M
Net Profit Margin xxxxxxxxxxxxxxx-251.44 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-13.73 %
Return on Invested Capital xxxxxxxxxxxxxxx-9.22 %
Return on Assets xxxxxxxxxxxxxxx-8.92 %
Return on Equity xxxxxxxxxxxxxxx-13.73 %
Return on Total Capital xxxxxxxxxxxxxxx1.96 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-4.4 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx0 M
Long Term Debt xxxxxxxxxxxxxxx1,705 M
Total Debt xxxxxxxxxxxxxxx1,705 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx23 M
Price To Book Value xxxxxxxxxxxxxxx0.70

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx0.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.00 %
Cost of Goods Sold xxxxxxxxxxxxxxx67 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx28 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx2,519 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

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

Citi

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

10/02/2025

3

Equal-weight

$4.55

7.06%

Following conversations with management of Charter Hall Long WALE REIT after 1H results, Morgan Stanley assesses greater confidence around asset valuations compared to just six to twelve months ago.

Following a "sound" 1H result with no negative surprises, the broker suggests the focus should now be on earnings growth and the current -15% discount to net tangible assets.

Profit of $89.8m was in line with the broker's $89.1m estimate (consensus $87.6m) and FY25 earnings guidance of 25cpu is unchanged.

The $4.55 target and Equal-weight are retained. Industry view: In-Line. 

FORECAST
Morgan Stanley forecasts a full year FY25 dividend of 25.10 cents and EPS of 25.10 cents.
Morgan Stanley forecasts a full year FY26 dividend of 25.60 cents and EPS of 25.60 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$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

12/06/2025

4

Underweight

$4.05

-4.71%

Ahead of the FY25 reporting season in August, Jarden has marked-to-market the REIT sector to account for news flow, and the latest BBSW futures curve and risk-free rates.

Overall, the broker expects upbeat messages from the REITs, most likely to guide to an accelerating NTA and FFO growth.

The broker's FY25 forecasts for Charter Hall Long WALE REIT are in line with guidance. For FY26, the analyst expects initial guidance to be -1% lower y/y on moderating rental growth and higher weighted average cost of debt.

Underweight. Target lifted to $4.05 from $3.80.

FORECAST
Jarden forecasts a full year FY25 dividend of 25.00 cents and EPS of 25.10 cents.
Jarden forecasts a full year FY26 dividend of 24.70 cents and EPS of 24.70 cents.
Access Extra Coverage Research History >

CLW STOCK CHART

FNArena News on CLW

1
Australian Broker Call *Extra* Edition – Jun 12, 2025

Jun 12 2025 - Daily Market Reports
2
Weekly Ratings, Targets, Forecast Changes – 23-05-25

May 26 2025 - Weekly Reports
3
Rudi’s View: 30 For ’30 & Best Buy Convictions

May 15 2025 - Rudi's View
4
Australian Broker Call *Extra* Edition – Feb 12, 2025

Feb 12 2025 - Daily Market Reports
5
FNArena Corporate Results Monitor – 10-02-2025

Feb 10 2025 - Australia

Latest REITs News

1
Australian Listed Real Estate Tables – 16-06-2025

Jun 16 2025 - Weekly Reports
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 13-06-25

Jun 13 2025 - Weekly Reports
3
Australian Listed Real Estate Tables – 10-06-2025

Jun 10 2025 - Weekly Reports
4
Australian Listed Real Estate Tables – 02-06-2025

Jun 02 2025 - Weekly Reports
5
Australian Listed Real Estate Tables – 26-05-2025

May 26 2025 - Weekly Reports
6
Australian Listed Real Estate Tables – 19-05-2025

May 19 2025 - Weekly Reports
7
Australian Listed Real Estate Tables – 13-05-2025

May 13 2025 - Weekly Reports
8
Australian Listed Real Estate Tables – 05-05-2025

May 05 2025 - Weekly Reports
9
Australian Listed Real Estate Tables – 28-04-2025

Apr 28 2025 - Weekly Reports
10
Australian Listed Real Estate Tables – 22-04-2025

Apr 22 2025 - Weekly Reports