AGL ENERGY LIMITED (AGL)
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AGL

AGL - AGL ENERGY LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Utilities
Debt/EBITDA: 1.97
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

AGL Energy owns and operates several power stations and is developing several renewable energy projects. The company also supplies gas for residential and commercial use. AGL was the second company to list on the Sydney stock exchange in 1871.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$9.81

26 Feb
2026

-0.170

OPEN

$9.98

-1.70%

HIGH

$9.99

3,356,018

LOW

$9.79

TARGET
$11.122 13.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AIA . ALX . APA . CEN . DBI . DBI . GNE . GNP . MEZ . ORG . SRJ . TCL .
FNARENA'S MARKET CONSENSUS FORECASTS
AGL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 14.6 93.5 xxx
DPS (cps) xxx 48.0 48.9 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 21.3% 1.9% xxx
PE Ratio xxx N/A 10.6 xxx
Dividend Yield xxx N/A 4.9% xxx
Div Pay Ratio(%) xxx N/A 52.3% xxx

Dividend yield today if purchased 3 years ago: 6.96%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.85

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: 26/08 - ex-div 25.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-14.6
DPS All xxxxxxxxxxxxxxx48.0
Sales/Revenue xxxxxxxxxxxxxxx14,393.0 M
Book Value Per Share xxxxxxxxxxxxxxx722.1
Net Operating Cash Flow xxxxxxxxxxxxxxx841.0 M
Net Profit Margin xxxxxxxxxxxxxxx-0.68 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx-1.90 %
Return on Invested Capital xxxxxxxxxxxxxxx-1.22 %
Return on Assets xxxxxxxxxxxxxxx-0.62 %
Return on Equity xxxxxxxxxxxxxxx-1.90 %
Return on Total Capital xxxxxxxxxxxxxxx9.14 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-674.0 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 xxxxxxxxxxxxxxx238 M
Long Term Debt xxxxxxxxxxxxxxx3,069 M
Total Debt xxxxxxxxxxxxxxx3,307 M
Goodwill - Gross xxxxxxxxxxxxxxx3,220 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx742 M
Price To Book Value xxxxxxxxxxxxxxx1.35

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx1,125.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.82 %
Cost of Goods Sold xxxxxxxxxxxxxxx12,596 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,051 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx939 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

0.6

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxx xx xxxxxxxxxxx xxxx xxxxx-xxxxxx

$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%

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Citi

12/02/2026

1

Buy

$11.80

20.29%

AGL Energy's interim result strengthens Citi's confidence underlying earnings can grow through FY28. Earnings proved resilient despite low wholesale prices and subdued volatility, with trading and optimisation offsetting weaker pool revenue, explains the broker.

Achieving the top end of upgraded FY26 guidance is seen as achievable, assuming improved uptime and more typical second half volatility.

FY26 guidance was lifted 1% at the midpoint, and the broker views the top end as realistic. It's felt medium-term growth is increasingly supported by higher-quality earnings and rising battery energy storage system (BESS) contributions.

The analysts lift their FY26 earnings forecast by around 13% on stronger margins. FY27 forecasts are trimmed -1%, reflecting retail adjustments and -$50m of cost savings.

Citi retains a Buy rating and raises its target to $11.80 from $11.50.

FORECAST
Citi forecasts a full year FY26 dividend of 47.70 cents and EPS of 91.90 cents.
Citi forecasts a full year FY27 dividend of 47.80 cents and EPS of 95.70 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Ord Minnett

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

0

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
Access Extra Coverage Research History >

AGL STOCK CHART

FNArena News on AGL

1
Next Week At A Glance – 27 Feb – 6 March 2026

Feb 27 2026 - Weekly Reports
2
Rudi’s View: Positives From February Results

Feb 26 2026 - Rudi's View
3
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Feb 19 2026 - Rudi's View
4
Australian Broker Call *Extra* Edition – Feb 18, 2026

Feb 18 2026 - Daily Market Reports
5
Rudi’s View: Is Higher Volatility Now A Permanent Feature?

Feb 18 2026 - Rudi's View

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