ORIGIN ENERGY LIMITED (ORG)
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ORG

ORG - ORIGIN ENERGY LIMITED

FNArena Sector : Infrastructure & Utilities
Year End: June
GICS Industry Group : Utilities
Debt/EBITDA: 2.54
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

Origin Energy is an integrated energy company with electricity and gas retailing, power generation, natural gas production and a major interest in Australia Pacific LNG. It also holds an investment in Octopus Energy.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$12.20

09 Nov
2026

0.080

OPEN

$12.10

0.66%

HIGH

$12.30

3,130,785

LOW

$12.03

TARGET
$11.954 -2.0% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AGL . AIA . ALX . APA . CEN . CHI . DBI . DBI . GNE . GNP . LGI . MEZ . SRJ . TCL .
FNARENA'S MARKET CONSENSUS FORECASTS
ORG: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 91.5 76.0 xxx
DPS (cps) xxx 60.0 62.4 xxx
EPS Growth xxx 6.1% - 17.0% xxx
DPS Growth xxx 0.0% 3.9% xxx
PE Ratio xxx N/A 16.0 xxx
Dividend Yield xxx N/A 5.1% xxx
Div Pay Ratio(%) xxx 65.6% 82.1% xxx

Dividend yield today if purchased 3 years ago: 6.94%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.94

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: 02/09 - ex-div 30.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx91.5
DPS All xxxxxxxxxxxxxxx60.0
Sales/Revenue xxxxxxxxxxxxxxx15,428.0 M
Book Value Per Share xxxxxxxxxxxxxxx590.0
Net Operating Cash Flow xxxxxxxxxxxxxxx2,635.0 M
Net Profit Margin xxxxxxxxxxxxxxx10.20 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx15.70 %
Return on Invested Capital xxxxxxxxxxxxxxx10.60 %
Return on Assets xxxxxxxxxxxxxxx7.54 %
Return on Equity xxxxxxxxxxxxxxx15.70 %
Return on Total Capital xxxxxxxxxxxxxxx9.14 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx762.0 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 xxxxxxxxxxxxxxx121 M
Long Term Debt xxxxxxxxxxxxxxx4,865 M
Total Debt xxxxxxxxxxxxxxx4,986 M
Goodwill - Gross xxxxxxxxxxxxxxx2,119 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,004 M
Price To Book Value xxxxxxxxxxxxxxx1.86

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx969.0 M
Capex % of Sales xxxxxxxxxxxxxxx6.28 %
Cost of Goods Sold xxxxxxxxxxxxxxx13,385 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx678 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx7,371 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

0.2

No. Of Recommendations

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

Morgan Stanley

xx/xx/xxxx

5

xxxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

02/11/2026

1

Buy

$13.25

8.61%

Origin Energy's 1Q27 APLNG sales revenue was 4% ahead of UBS forecasts, due to stronger realised oil prices and LNG production. Domestic gas prices and volumes were weaker than expected, reflecting mild winter conditions and softer demand.

APLNG production is expected to increase over the next 2-3 years, with forecasts of 660PJ in FY27 and 680PJ in FY28.

Proposed domestic gas reservation legislation, starting in January 2028, could pressure domestic gas prices. The broker lowers Energy Markets gas earnings forecasts.

Stronger APLNG cash distributions and a robust balance sheet provide scope for higher dividends across FY27–FY28.

FY28–FY29 EPS forecasts are trimmed by -3%–6%. Buy is retained, with the target price reduced to $13.25 from $13.35.

FORECAST
UBS forecasts a full year FY27 dividend of 64.00 cents and EPS of 70.00 cents.
UBS forecasts a full year FY28 dividend of 65.00 cents and EPS of 68.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$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

03/11/2026

2

Overweight

$12.50

2.46%

Jarden maintains an Overweight rating for Origin Energy with its target price increased to $12.50 from $12.20 after the company banked another strong quarter driven by its APLNG joint venture.

While production fell -1% sequentially due to an unplanned outage and natural field decline, a 34% surge in realised LNG prices underpinned a corresponding 34% jump in quarterly LNG sales revenue.

Looking ahead, the analyst forecasts a December quarter realised LNG price of US$14.7/mmbtu and expects the group to receive $1,044m in distributions from APLNG during FY27.

Jarden also notes that a recent recovery in wholesale electricity prices reduces downside risk for the company's energy markets earnings in FY28.
Access Extra Coverage Research History >

ORG STOCK CHART

FNArena News on ORG

1
Weekly Ratings, Targets, Forecast Changes – 06-11-26

Nov 09 2026 - Weekly Reports
2
Origin Energy’s Dividend Appeal Attracts

Nov 05 2026 - Australia
3
Australian Broker Call *Extra* Edition – Nov 03, 2026

Nov 03 2026 - Daily Market Reports
4
Rudi’s View: A Tough Market, A Different Cycle

Oct 28 2026 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 16-10-26

Oct 19 2026 - Weekly Reports

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