AGL ENERGY LIMITED (AGL)
Share Price Analysis and Chart

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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

$8.85

10 Feb
2026

-0.050

OPEN

$8.88

-0.56%

HIGH

$8.95

2,654,784

LOW

$8.84

TARGET
$11.002 24.3% 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 88.3 xxx
DPS (cps) xxx 48.0 45.3 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 21.3% - 5.7% xxx
PE Ratio xxx N/A 11.2 xxx
Dividend Yield xxx N/A 4.6% xxx
Div Pay Ratio(%) xxx N/A 51.2% xxx

Dividend yield today if purchased 3 years ago: 6.91%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.86

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 158.4-330.3131.6-187.9105.7-14.6
DPS All 98.075.026.031.061.048.0
Sales/Revenue 12,160.0 M10,942.0 M13,221.0 M14,157.0 M13,583.0 M14,393.0 M
Book Value Per Share 1,295.9882.9968.6761.2807.3722.1
Net Operating Cash Flow 2,156.0 M1,250.0 M1,227.0 M912.0 M2,240.0 M841.0 M
Net Profit Margin 8.35 %-18.81 %6.50 %-8.93 %5.23 %-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 12.29 %-30.32 %14.31 %-21.72 %13.48 %-1.90 %
Return on Invested Capital 9.09 %-21.08 %9.87 %-14.87 %8.84 %-1.22 %
Return on Assets 6.87 %-13.65 %4.95 %-7.33 %4.60 %-0.62 %
Return on Equity 12.29 %-30.32 %14.31 %-21.72 %13.48 %-1.90 %
Return on Total Capital 13.51 %-8.89 %19.25 %7.94 %20.27 %9.14 %
Free Cash Flow ex dividends 679.0 M-18.0 M274.0 M167.0 M1,072.0 M-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 38 M305 M355 M47 M35 M238 M
Long Term Debt 3,070 M2,880 M2,523 M2,836 M2,693 M3,069 M
Total Debt 3,108 M3,185 M2,878 M2,883 M2,728 M3,307 M
Goodwill - Gross 2,880 M3,067 M3,073 M3,073 M3,073 M3,220 M
Cash & Equivalents - Generic 357 M370 M341 M376 M1,168 M742 M
Price To Book Value 1.320.930.851.421.341.35

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 758.0 M695.0 M636.0 M624.0 M838.0 M1,125.0 M
Capex % of Sales 6.23 %6.35 %4.81 %4.41 %6.17 %7.82 %
Cost of Goods Sold 10,218 M9,449 M12,135 M13,008 M11,436 M12,596 M
Selling, General & Admin. Exp & Other 424 M2,376 M-654 M458 M509 M1,051 M
Research & Development ------
Investments - Total 823 M1,067 M810 M1,035 M1,057 M939 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

0.8

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

13/01/2026

3

Equal-weight

$9.66

9.15%

AGL Energy shares are down -3% year to date, underperforming the ASX200 Industrials, as lower and less volatile power prices temper optimism for FY26 and beyond, explains Morgan Stanley.

The broker points to falling FY27 baseload prices in NSW and Victoria, driven by supply growth and lower gas prices, alongside narrower cap and spark spreads.

The analysts acknowledge demand growth, particularly overnight, from data centres, but see this offset by weaker pricing dynamics and rising new entrant capacity.

Equal-weight. Target unchanged at $9.66. Industry View: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 45.00 cents and EPS of 90.00 cents.
Morgan Stanley forecasts a full year FY27 dividend of 38.00 cents and EPS of 75.70 cents.

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xx/xx/xxxx

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$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

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