Update shared on 12 Nov 2025
Fair value Increased 1.54%Analysts have modestly raised their price target for Vicinity Centres from $2.54 to $2.58 per share, citing incremental improvements in fair value assessments and profit margin projections.
What's in the News
- Vicinity Centres is marketing three subregional shopping centres for sale, with a combined expected proceeds of around $250 million, as investor demand for supermarket-anchored properties increases (Key Developments).
- The assets on offer include Gympie Central and Whitsunday Plaza in Queensland, and Armidale Central in New South Wales. All feature major anchor tenants and strong annual turnovers (Key Developments).
- The company continues its strategy under CEO Peter Huddle to divest smaller malls and focus on transforming larger properties into luxury and mixed-use destinations (Key Developments).
- Vicinity Centres announced a dividend of AUD 0.0605 per share for the six-month period ending June 30, 2025, with payment scheduled for September 16, 2025 (Key Developments).
Valuation Changes
- Fair Value: Increased modestly from A$2.54 to A$2.58 per share.
- Discount Rate: Decreased slightly from 7.45% to 7.39%.
- Revenue Growth: Remains virtually unchanged, with a marginal shift from -6.89% to -6.89%.
- Net Profit Margin: Edged up minimally from 70.33% to 70.34%.
- Future P/E: Rose moderately from 18.47x to 18.72x.
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