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: 1.83
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

$30.68

24 Nov
2025

0.660

OPEN

$31.00

2.20%

HIGH

$31.50

329,101

LOW

$30.11

TARGET
$37.375

-0.31 change from previous day

 21.8% upside
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 95.5 xxx
DPS (cps) xxx 77.0 84.0 xxx
EPS Growth xxx 3.6% 22.2% xxx
DPS Growth xxx - 11.5% 9.0% xxx
PE Ratio xxx N/A 32.3 xxx
Dividend Yield xxx N/A 2.7% xxx
Div Pay Ratio(%) xxx 98.6% 88.0% xxx

Dividend yield today if purchased 3 years ago: 3.28%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.50

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: 13/09 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 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

0.5

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxx xx xxxxxxxxxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Citi

24/11/2025

1

Buy

$38.45

25.33%

After a thorough review, Citi notes Lovisa Holdings' comparables are still expected to improve, although gains from Claire’s disruption and Series 5 refurbishments may materialise later than anticipated.

The broker checked out a new Series 5 store on Friday and felt the updated layout is effective at drawing more customers inside. FY26 net profit forecast lifted by 1% on higher sales run rate.

Buy retained and target trimmed to $38.45 from $42.50 as lower peer multiples offset earnings upgrade.

Early comments from the broker follow:

In an initial impression from the AGM, Citi suspects there could be minor earnings upgrades for Lovisa Holdings. This would stem from better sales growth, with the company reporting year-to-date sales growth of 26.2%, ahead of consensus.

The broker's focus is on what has driven slower like-for-like sales in recent times, and what benefit may come from the closure of Claire's in the US, as well as easier comparables over the remaining six weeks of the first half.

FORECAST
Citi forecasts a full year FY26 dividend of 89.70 cents and EPS of 105.40 cents.
Citi forecasts a full year FY27 dividend of 106.00 cents and EPS of 124.60 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$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

Jarden

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Canaccord Genuity

28/08/2025

3

Hold

$37.60

22.56%

Canaccord Genuity reiterates Lovisa Holdings' gross margin execution is outstanding, with sourcing/pricing discipline delivering powerful operating leverage. FY25 gross margin came at 82% in line with the broker's forecast, and up 20bps vs consensus.

Elevated cost of doing business, particularly in 2H25, weighed on EBIT margins despite strong revenue growth. Sales growth accelerated towards the end of FY25, with 2H25 registering 20% y/y growth vs 9% in 1H.

Store rollouts accelerated in 2H25, and FY25 saw net store growth of 131. In the first 8 weeks of FY26, store counts increased by a net 10, taking the network total to 1,041, with sales momentum also picking up pace.

The broker lifted FY26 EBITDA by 5% and FY27 by 2%.

Hold. Target rises to $37.60 from $28.70.

FORECAST
Canaccord Genuity forecasts a full year FY26 dividend of 89.30 cents and EPS of 94.00 cents.
Canaccord Genuity forecasts a full year FY27 dividend of 97.30 cents and EPS of 108.00 cents.
Access Extra Coverage Research History >

LOV STOCK CHART

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