Analysts have left their fair value estimate for IPH unchanged at A$4.80, with only minor tweaks to the discount rate and long term assumptions. As a result, the latest price target shift is marginal in absolute terms.
What's in the News
- The Board of Directors of IPH Limited authorized a share buyback plan on 19 February 2026, signalling an intention to return capital to shareholders over time (Key Developments).
- IPH Limited announced a share repurchase program of up to 12,234,748 shares, representing 4.68% of issued share capital. The program is scheduled to run until 8 March 2027 unless completed or ceased earlier. The company reported 261,480,659 shares on issue as of 19 February 2026 (Key Developments).
- IPH Limited declared an ordinary interim dividend of A$0.19 per share for the six months ended 31 December 2025, 20% franked at the corporate tax rate, stated as 11.8% higher than the interim dividend for the first half of 2025. The record date is 27 February 2026, the ex date is 26 February 2026, and payment is scheduled for 24 March 2026 (Key Developments).
Valuation Changes
- Fair Value: A$4.80 estimate is unchanged, indicating no revision to the core valuation outcome.
- Discount Rate: increased slightly from 8.00% to about 8.04%, reflecting a very small adjustment to the assumed risk profile.
- Revenue Growth: kept effectively steady, with the long-term forecast remaining at around 95.07% in ratio terms, showing no practical change.
- Net Profit Margin: held stable at about 14.31%, with only an immaterial numerical adjustment.
- Future P/E: nudged up slightly from 14.89x to about 14.91x, a minimal change to the valuation multiple used in the model.
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