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: 1.87
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

$38.73

19 Aug
2025

-1.190

OPEN

$39.58

-2.98%

HIGH

$39.62

1,163,632

LOW

$38.52

TARGET
$39.402 1.7% upside
Franking for last dividend paid out: 100%
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) 215.6 xxx
DPS (cps) 94.7 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 18.0 xxx
Dividend Yield 2.4% xxx
Div Pay Ratio(%) 43.9% 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: 3.81%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.40

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: 20/08 - (franking ex-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 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 xxxxxxxxxxxxxxx11.73 %
Return on Equity xxxxxxxxxxxxxxx30.14 %
Return on Total Capital xxxxxxxxxxxxxxx22.30 %
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 xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx2,103 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 xxxxxxxxxxxxxxx2,769 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx647 M
Research & Development xxxxxxxxxxxxxxx-
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

6
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

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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UBS

13/08/2025

5

Sell

$41.20

6.38%

Computershare reported in-line FY25 and FY26 EPS guidance, with net profit after tax at $794m and EPS growth of 14% against FY25 guidance of 15%, UBS observes.

Restructuring costs hit FY25 net profit after tax, coming in below by -4%. Stronger margin income offset a higher effective tax rate.

Management's FY26 guidance implies EPS growth of 3.5% to 140c per share, underpinned by increased cost savings and higher guided margin income.

Target price is lowered to $41.20 from $41.50. No change in Sell rating. UBS' EPS forecasts are relatively unchanged.

FORECAST
UBS forecasts a full year FY26 dividend of 93.00 cents and EPS of 208.95 cents.
UBS forecasts a full year FY27 dividend of 108.00 cents and EPS of 216.69 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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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

15/08/2025

3

Neutral

$36.50

-5.76%

Computershare's FY25 result was broadly in line with Jarden's expectations, with EPS growth of around 15% supported by strong event and transactional revenues and disciplined cost control.

The broker notes FY26 EPS guidance of 140c, implying growth of 4% year-on-year and slightly ahead of consensus. The analysts also note a modest margin income uplift, lower interest costs, and around 5% earnings (EBIT) growth excluding margin income.

Net debt to earnings (EBITDA) remains at 0.42 times, providing over $2bn in balance sheet capacity. The broker points out share buybacks are no longer considered tax efficient and capital deployment will be key to future growth.

The final dividend of 48c took the payout ratio to 45%, below the broker’s estimate.

Jarden trims its target price to $36.50 from $37.00 and retains a Neutral rating.

FORECAST
Jarden forecasts a full year FY26 dividend of 106.60 cents and EPS of 216.38 cents.
Jarden forecasts a full year FY27 dividend of 107.00 cents and EPS of 217.15 cents.

CPU STOCK CHART