LOVISA HOLDINGS LIMITED (LOV)
Share Price Analysis and Chart

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LOV

LOV - LOVISA HOLDINGS LIMITED

FNArena Sector : Retailing
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.56
Index: ASX200 | ASX300 | ALL-ORDS

Lovisa is an Australian retailer of fashion jewellery and accessories. It has stores in Australia, New Zealand, Asia, Europe and South Africa, but management is constantly on the look out to enter more geographies. The company has been listed since 2014. Has been one of the fastest growing retailers on the ASX since.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$22.71

15 Sep
2026

0.170

OPEN

$23.12

0.75%

HIGH

$23.21

451,251

LOW

$22.39

TARGET
$30.264 33.3% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
ATG . KGN .
FNARENA'S MARKET CONSENSUS FORECASTS
LOV: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 86.3 105.0 xxx
DPS (cps) xxx 86.0 97.0 xxx
EPS Growth xxx 10.5% 21.6% xxx
DPS Growth xxx 11.7% 12.8% xxx
PE Ratio xxx N/A 22.1 xxx
Dividend Yield xxx N/A 4.2% xxx
Div Pay Ratio(%) xxx 99.6% 92.4% xxx

Dividend yield today if purchased 3 years ago: 4.32%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.71

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: 15/09 - ex-div 33.00c (franking 50%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx86.3
DPS All xxxxxxxxxxxxxxx86.0
Sales/Revenue xxxxxxxxxxxxxxx938.8 M
Book Value Per Share xxxxxxxxxxxxxxx70.4
Net Operating Cash Flow xxxxxxxxxxxxxxx232.8 M
Net Profit Margin xxxxxxxxxxxxxxx10.18 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx122.15 %
Return on Invested Capital xxxxxxxxxxxxxxx19.28 %
Return on Assets xxxxxxxxxxxxxxx13.71 %
Return on Equity xxxxxxxxxxxxxxx122.15 %
Return on Total Capital xxxxxxxxxxxxxxx33.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx75.3 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 xxxxxxxxxxxxxxx88 M
Long Term Debt xxxxxxxxxxxxxxx418 M
Total Debt xxxxxxxxxxxxxxx506 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx34 M
Price To Book Value xxxxxxxxxxxxxxx33.02

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx69.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.35 %
Cost of Goods Sold xxxxxxxxxxxxxxx575 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx170 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx0 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

UBS

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

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxx

$xx.xx

xx.xx%

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Morgan Stanley

27/08/2026

1

Overweight

$33.50

47.51%

Morgan Stanley maintains its Overweight recommendation and In-line Industry views for Lovisa Holdings with its target price increased to $33.50 from $32.50 following a cleaner financial result relative to the first half of the year, featuring improved like-for-like momentum, strong gross store additions, and quality accretive network pruning.

Operational performance reflects expanding store footprints and robust global value propositions, offset by minor near-term pressures from upmarket concept testing.

Earnings revisions feature upward adjustments of 2%-3% for earnings per share across FY27 and FY28.

The analyst highlights that opportunities in total addressable market expansion, younger demographic capture, and store rollout acceleration support a compelling bull case.

FORECAST
Morgan Stanley forecasts a full year FY27 dividend of 86.30 cents and EPS of 107.90 cents.
Morgan Stanley forecasts a full year FY28 dividend of 106.10 cents and EPS of 132.60 cents.

Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

2

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

Canaccord Genuity

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Jarden

30/08/2026

2

Overweight

$30.00

32.10%

Jarden retains an Overweight rating for Lovisa Holdings with a $30.00 target price following a strong 2H26 result featuring an EBIT beat of 32% compared to consensus.

The analyst notes the performance was supported by strong gross margins, cost leverage, and year-to-date like-for-like sales growth of 3%, which also exceeded consensus expectations.

While acknowledging that tariff refunds contributed to the positive outcome, the broker highlights this was partially offset by additional above-the-line impairments and increased losses from the Jewells segment.

Despite bearing competitive risks and noting softer store rollouts alongside unimproved sales per store in Australia and New Zealand, the broker remains confident in the valuation due to a 12% per annum two-year EPS growth forecast, a 3% dividend yield, and optionality from the Jewells business and broader store expansion.
Access Extra Coverage Research History >

LOV STOCK CHART

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