LOVISA HOLDINGS LIMITED (LOV)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

LOV

LOV - LOVISA HOLDINGS LIMITED

FNArena Sector : Retailing
Year End: June
GICS Industry Group : Retailing
Debt/EBITDA: 1.83
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

$20.63

04 Jun
2026

-0.280

OPEN

$20.44

-1.34%

HIGH

$21.14

232,769

LOW

$20.30

TARGET
$29.736 44.1% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
ATG . KGN .
FNARENA'S MARKET CONSENSUS FORECASTS
LOV: 1
Title FY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps) xxx 78.1 81.3 xxx
DPS (cps) xxx 77.0 74.9 xxx
EPS Growth xxx 3.6% 4.0% xxx
DPS Growth xxx - 11.5% - 2.7% xxx
PE Ratio xxx N/A 25.1 xxx
Dividend Yield xxx N/A 3.7% xxx
Div Pay Ratio(%) xxx 98.6% 92.2% xxx

Dividend yield today if purchased 3 years ago: 4.10%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

3.77

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 - (franking ex-div 27.00c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx78.1
DPS All xxxxxxxxxxxxxxx77.0
Sales/Revenue xxxxxxxxxxxxxxx798.1 M
Book Value Per Share xxxxxxxxxxxxxxx70.9
Net Operating Cash Flow xxxxxxxxxxxxxxx207.9 M
Net Profit Margin xxxxxxxxxxxxxxx10.82 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx108.71 %
Return on Invested Capital xxxxxxxxxxxxxxx19.70 %
Return on Assets xxxxxxxxxxxxxxx14.02 %
Return on Equity xxxxxxxxxxxxxxx108.71 %
Return on Total Capital xxxxxxxxxxxxxxx32.30 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx50.6 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 xxxxxxxxxxxxxxx83 M
Long Term Debt xxxxxxxxxxxxxxx417 M
Total Debt xxxxxxxxxxxxxxx500 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx29 M
Price To Book Value xxxxxxxxxxxxxxx43.57

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx61.4 M
Capex % of Sales xxxxxxxxxxxxxxx7.69 %
Cost of Goods Sold xxxxxxxxxxxxxxx492 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx142 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

0.7

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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

UBS

08/04/2026

1

Upgrade to Buy from Neutral

$26.00

26.03%

UBS upgrades Lovisa Holdings to Buy from Neutral with a lower target price of $26 from $29 with much of the risk now seen as discounted in the share price following a de-rating of the valuation post sell off.

The shares have declined -27% year-to-date (2026) and are down -32% for FY26. UBS notes risks around slower FY26 store growth, softer like-for-like sales in A&NZ, ongoing Jewells losses, and modest earnings downgrades relative to consensus.

The broker believes much of this risk is now priced in, while the resilience of Lovisa’s youth-focused, low price point offering is under-appreciated, and management is unlikely to tolerate sustained losses from Jewells.

UBS expects Jewells losses to narrow over time, with management likely to either fix performance or consider closure, limiting longer term downside.

FORECAST
UBS forecasts a full year FY26 dividend of 78.00 cents and EPS of 79.00 cents.
UBS forecasts a full year FY27 dividend of 92.00 cents and EPS of 97.00 cents.

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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

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%

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

Jarden

29/04/2026

2

Overweight

$30.00

45.42%

Jarden observes like-for-like sales growth has started to slow for retailers amid cost pressures that are building.

The broker attempts to quantify the FY27 outlook for sales, gross margins and the cost of doing business as well as to assess just how much negativity is already priced into small-cap retail valuations.

Jarden concludes that valuations are now discounting a meaningful FY27 downturn and higher costs growth, so the risk/reward has improved and investors should start to become less bearish about the sector.

The broker remains cautious, as prior cycles have signalled like-for-like sales could fall more than currently priced in, and for a longer duration than 12 months. Overweight rating and $30 target maintained for Lovisa Holdings.

FORECAST
Jarden forecasts a full year FY26 dividend of 0.00 cents and EPS of 92.20 cents.
Jarden forecasts a full year FY27 dividend of 0.00 cents and EPS of 108.20 cents.

LOV STOCK CHART