COMPUTERSHARE LIMITED (CPU)
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CPU

CPU - COMPUTERSHARE LIMITED

FNArena Sector : Diversified Financials
Year End: June
GICS Industry Group : Software & Services
Debt/EBITDA: 1.6
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

Computershare primarily provides shareholder registration and related services to companies listed on stock markets in multiple countries. It has expanded into mortgage loan servicing and tenant deposit services in the UK and the US. It was founded in 1978 and listed on the ASX in 1994.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$30.33

26 Feb
2026

-0.050

OPEN

$30.78

-0.16%

HIGH

$30.78

1,536,525

LOW

$30.11

TARGET
$36.12 19.1% upside
Franking for last dividend paid out: 30%
OTHER COMPANIES IN THE SAME SECTOR
B4P . BFG . CCL . CCR . CNI . CVC . EQT . EZL . FID . HMY . LFG . OBL . OFX . SGH . SOL .
FNARENA'S MARKET CONSENSUS FORECASTS
CPU: 1
Title FY26
Forecast		 FY27
Forecast
EPS (cps) 221.0 xxx
DPS (cps) 116.5 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 14.0 xxx
Dividend Yield 3.8% xxx
Div Pay Ratio(%) 52.7% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 3.75%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.00

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: 19/08 - ex-div 48.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx159.7
DPS All xxxxxxxxxxxxxxx93.0
Sales/Revenue xxxxxxxxxxxxxxx4,733.0 M
Book Value Per Share xxxxxxxxxxxxxxx567.8
Net Operating Cash Flow xxxxxxxxxxxxxxx1,271.8 M
Net Profit Margin xxxxxxxxxxxxxxx19.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx30.14 %
Return on Invested Capital xxxxxxxxxxxxxxx16.36 %
Return on Assets xxxxxxxxxxxxxxx11.67 %
Return on Equity xxxxxxxxxxxxxxx30.14 %
Return on Total Capital xxxxxxxxxxxxxxx26.81 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx756.0 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 xxxxxxxxxxxxxxx341 M
Long Term Debt xxxxxxxxxxxxxxx2,590 M
Total Debt xxxxxxxxxxxxxxx2,932 M
Goodwill - Gross xxxxxxxxxxxxxxx3,025 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,916 M
Price To Book Value xxxxxxxxxxxxxxx7.03

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx67.3 M
Capex % of Sales xxxxxxxxxxxxxxx1.42 %
Cost of Goods Sold xxxxxxxxxxxxxxx2,980 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx169 M
Research & Development xxxxxxxxxxxxxxx169 M
Investments - Total xxxxxxxxxxxxxxx90 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

0.3

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

12/02/2026

3

Upgrade to Equal-weight from Underweight

$32.40

6.82%

In the wake of Computershare's interim results, Morgan Stanley raises its target to $32.40 from $32.10 and upgrades to Equal-weight from Underweight. Industry View: In-Line.

The analysts cite a more reasonable valuation and improving earnings momemtum, with management guiding to 6.7% EPS growth in FY26. It's noted options to offset lower US rates include cost control and inorganic growth.

Revenue trends are strengthening, the broker highlights, particularly in Issuer Services and Corporate Trust. Stranded costs are expected to fall away by FY27, supporting margins.

The broker lifts its EPS forecasts by 1% in FY26 and up to 6% thereafter, while forecasting a 54% FY26 payout ratio. The analysts' forecast payout ratio is pared back to 50% in FY27 given management's commentary.

FORECAST
Morgan Stanley forecasts a full year FY26 EPS of 219.88 cents.
Morgan Stanley forecasts a full year FY27 EPS of 222.94 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

16/02/2026

4

Downgrade to Underweight from Overweight

$30.00

-1.09%

Jarden downgrades Computershare to Underweight from Overweight and lowered the target price to $30.00 from $39.00.

Computershare is expected to benefit from an improving capital markets backdrop, but the broker argues tokenisation represents a material structural threat to the transfer agent franchise over the next five to ten years.

The analyst expects platform centric models pursued by exchanges and depositories to prevail over issuer sponsored tokenisation, creating a credible pathway for transfer agent functions to be absorbed into DLT infrastructure.

This is seen as a direct risk to Issuer Services and Share Plan segments, which accounted for 57% of FY25 earnings (EBIT), even though near term earnings forecasts are lifted by around 2% on a cyclical upswing.

FORECAST
Jarden forecasts a full year FY26 dividend of 116.90 cents and EPS of 221.71 cents.
Jarden forecasts a full year FY27 dividend of 118.30 cents and EPS of 224.31 cents.
Access Extra Coverage Research History >

CPU STOCK CHART

FNArena News on CPU

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 20-02-26

Feb 20 2026 - Weekly Reports
2
Australian Broker Call *Extra* Edition – Feb 16, 2026

Feb 16 2026 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 13-02-26

Feb 16 2026 - Weekly Reports
4
Rudi Interviewed: February Is Less About Earnings

Feb 12 2026 - Rudi's View
5
FNArena Corporate Results Monitor – 12-02-2026

Feb 12 2026 - Australia

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