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: 1.67
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

$8.71

13 Aug
2026

-0.010

OPEN

$8.72

-0.11%

HIGH

$8.82

6,894,936

LOW

$8.64

TARGET
$9.874 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 FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 112.4 89.6 xxx
DPS (cps) xxx 0.0 50.3 xxx
EPS Growth xxx N/A - 20.3% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 9.9 xxx
Dividend Yield xxx N/A 5.7% xxx
Div Pay Ratio(%) xxx N/A 56.2% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 24/02 - ex-div 24.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx112.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx13,590.0 M
Book Value Per Share xxxxxxxxxxxxxxx784.2
Net Operating Cash Flow xxxxxxxxxxxxxxx1,148.0 M
Net Profit Margin xxxxxxxxxxxxxxx5.56 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx14.92 %
Return on Invested Capital xxxxxxxxxxxxxxx8.86 %
Return on Assets xxxxxxxxxxxxxxx4.70 %
Return on Equity xxxxxxxxxxxxxxx14.92 %
Return on Total Capital xxxxxxxxxxxxxxx16.37 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-619.0 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx174 M
Long Term Debt xxxxxxxxxxxxxxx3,860 M
Total Debt xxxxxxxxxxxxxxx4,034 M
Goodwill - Gross xxxxxxxxxxxxxxx3,220 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx710 M
Price To Book Value xxxxxxxxxxxxxxx1.06

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx1,438.0 M
Capex % of Sales xxxxxxxxxxxxxxx10.58 %
Cost of Goods Sold xxxxxxxxxxxxxxx11,713 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx447 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx935 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

0.1

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

5

xxxxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

13/08/2026

1

Buy

$10.00

14.81%

On further inspection from the first take below, FY27 and FY28 EPS forecasts rise 4% and 3%, respectively, while FY29 falls -7% after factoring in higher costs and a 12-month delay to benefits from the Retail Transformation program.

Buy rating is retained but the target slips to $10.00 from $10.40.

UBS notes the stock is trading at a -30% discount to its historical valuation multiple and is generating an appealing yield.

****

At first glance, UBS views AGL Energy's FY26 result as broadly in line, with underlying EBITDA rising 4.5% to $2.1bn and underlying NPAT declining -1.4% to $631m.

The key positive is FY27 guidance, with the midpoint for underlying NPAT around 3.5% above market expectations, while the narrower 55%-60% dividend payout range is also considered supportive, the analyst explains.

Electricity and gas portfolio margins broadly met expectations, while battery EBITDA increased to $57m despite lower volatility and weaker energy prices.

The Retail Transformation Program has been extended by one year with an additional -$100m-150m of costs, although targeted annual savings of $70m-$90m from FY30 are unchanged.

The broker sees potential upside to medium-term earnings as thermal generation retirements tighten electricity supply from 2028.

Buy. Target $10.40.

FORECAST
UBS forecasts a full year FY27 dividend of 50.00 cents and EPS of 86.00 cents.
UBS forecasts a full year FY28 dividend of 51.00 cents and EPS of 85.00 cents.

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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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
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