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

$23.35

17 Jul
2026

-0.280

OPEN

$23.65

-1.18%

HIGH

$23.97

151,244

LOW

$23.20

TARGET
$29.736 27.3% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
ATG . KGN .
FNARENA'S MARKET CONSENSUS FORECASTS
LOV: 1
Title 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 28.1 xxx
Dividend Yield xxx N/A 3.3% xxx
Div Pay Ratio(%) xxx 98.6% 92.2% xxx

Dividend yield today if purchased 3 years ago: 3.70%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.37

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: 05/03 - ex-div 53.00c (franking 50%)

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

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

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

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

28/04/2026

1

Outperform

$30.50

30.62%

Macquarie reckons the Lovisa Holdings share price already reflects concerns around rising interest rates and the inflationary impacts from the war in the Middle East.

The company is highlighted for being a beneficiary of customers trading down as its offering is at one of the cheapest price points with over an 80% gross margin moat, the analyst stresses.

The new store rollout is also kicking goals with 1H26 revenue per store growth up 14% in the EU, and 16% in the US. This is viewed as being broadly on track with expectations.

The stock price is down some -38% in the past six months and is trading at the lower end of its valuation range with co-founder/Chairman Brett Blundy having acquired shares for around $14m in March.

No change to Outperform rating and $30.50 target.

FORECAST
Macquarie forecasts a full year FY26 dividend of 70.00 cents and EPS of 72.90 cents.
Macquarie forecasts a full year FY27 dividend of 93.20 cents and EPS of 102.20 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
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%

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

28.48%

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.
Access Extra Coverage Research History >

LOV STOCK CHART

FNArena News on LOV

1
In Brief: GQG, Caravel Minerals & SkinKandy

Jul 17 2026 - Weekly Reports
2
Rudi’s View: Small Cap Favourites, AI & More

Jul 16 2026 - Rudi's View
3
ESG Focus: War Accelerates Energy Transition

Jul 15 2026 - ESG Focus
4
Rudi’s View: When Aussie Companies Move Overseas

Jun 17 2026 - Rudi's View
5
The Breakdown Of Australia’s Consumer Playbook

Jun 09 2026 - Australia

Latest Retailing News

1
Rudi’s View: Small Cap Favourites, AI & More

Jul 16 2026 - Rudi's View
2
Super Retail Confident On Organic Growth Options

Jun 16 2026 - Small Caps
3
Eagers Automotive Geared For Better Second Half

Jun 04 2026 - Australia
4
The Defensive Proposition Of Sigma Healthcare

Mar 30 2026 - Australia
5
Premier Investments Counts On Smiggle Refresh

Mar 24 2026 - Small Caps
6
ARB’s Growth Story Tested By Headwinds

Mar 16 2026 - Australia
7
Breville Positioned For FY27 Earnings Rebound

Mar 06 2026 - Australia
8
Harvey Norman’s Hardly Normal Result

Mar 04 2026 - Australia
9
Behind The AI Threat Narrative(s)

Feb 11 2026 - Rudi's View
10
When The End Of Bapcor’s Misery?

Dec 11 2025 - Australia