View ValuationBWP Trust 将来の成長Future 基準チェック /06BWP Trustの収益は年間17.3%で減少すると予測されていますが、年間収益は年間3.7%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に4.7% 19.3%なると予測されています。主要情報-17.3%収益成長率-19.32%EPS成長率Retail REITs 収益成長-9.4%収益成長率3.7%将来の株主資本利益率4.73%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights OfferingDeclared Dividend • Dec 24Final dividend increased to AU$0.096Dividend of AU$0.096 is 4.1% higher than last year. Ex-date: 30th December 2025 Payment date: 27th February 2026 Dividend yield will be 4.7%, which is lower than the industry average of 5.7%.Upcoming Dividend • Dec 24Upcoming dividend of AU$0.096 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 27 February 2026. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (4.7%).お知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.お知らせ • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 24Upcoming dividend of AU$0.092 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 26 February 2025. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (5.6%).Declared Dividend • Dec 24Final dividend of AU$0.092 announcedShareholders will receive a dividend of AU$0.092. Ex-date: 30th December 2024 Payment date: 26th February 2025 Dividend yield will be 5.4%, which is lower than the industry average of 5.7%.お知らせ • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jun 23First half dividend of AU$0.093 announcedDividend of AU$0.093 is the same as last year. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 5.0%, which is lower than the industry average of 5.7%.New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to AU$3.43. The fair value is estimated to be AU$4.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (5.8%).お知らせ • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.お知らせ • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.お知らせ • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.お知らせ • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.お知らせ • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).お知らせ • Oct 03+ 1 more updateBWP Trust to Report First Half, 2023 Results on Feb 08, 2023BWP Trust announced that they will report first half, 2023 results on Feb 08, 2023Reported Earnings • Aug 03Full year 2022 earnings released: EPS: AU$0.76 (vs AU$0.41 in FY 2021)Full year 2022 results: EPS: AU$0.76 (up from AU$0.41 in FY 2021). Revenue: AU$153.3m (flat on FY 2021). Net income: AU$486.6m (up 85% from FY 2021). Over the next year, revenue is forecast to grow 3.5% compared to a 23% decline forecast for the reits industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be AU$4.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.54 (up from AU$0.22 in 1H 2021). Revenue: AU$75.9m (flat on 1H 2021). Net income: AU$348.3m (up 142% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9% compared to a 23% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be AU$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 25 February 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).Reported Earnings • Aug 06Full year 2021 earnings released: EPS AU$0.41 (vs AU$0.33 in FY 2020)Full year 2021 results: Revenue: AU$152.2m (down 2.3% from FY 2020). Net income: AU$263.2m (up 25% from FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 27New 90-day low: AU$3.80The company is down 12% from its price of AU$4.32 on 27 November 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.04 per share.Is New 90 Day High Low • Feb 04New 90-day low: AU$4.09The company is down 2.0% from its price of AU$4.18 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.70 per share.Reported Earnings • Feb 04First half 2021 earnings released: EPS AU$0.22 (vs AU$0.21 in 1H 2020)First half 2021 results: Revenue: AU$76.1m (flat on 1H 2020). Net income: AU$144.0m (up 6.2% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to stay flat compared to a 24% decline forecast for the REITs industry in Australia.Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.09 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 30th of December. The trailing yield of 4.2% is below the top quartile of Australian dividend payers (5.1%), but it is higher than industry peers (3.7%).Is New 90 Day High Low • Dec 09New 90-day high: AU$4.36The company is up 10.0% from its price of AU$3.98 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Nov 06New 90-day high: AU$4.19The company is up 7.0% from its price of AU$3.90 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 16New 90-day high: AU$4.18The company is up 7.0% from its price of AU$3.91 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.業績と収益の成長予測CHIA:BWP - アナリストの将来予測と過去の財務データ ( )AUD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202822719612215176/30/202721719011514776/30/202620925516132712/31/2025206335126126N/A9/30/2025205300123123N/A6/30/2025203266120120N/A3/31/2025198275123123N/A12/31/2024193284126126N/A9/30/2024184232127127N/A6/30/2024174180129129N/A3/31/202416879122122N/A12/31/2023162-21116116N/A9/30/20231608118118N/A6/30/202315837120120N/A3/31/2023157143119119N/A12/31/2022156250119119N/A9/30/2022155368115115N/A6/30/2022153487111111N/A3/31/2022153477110110N/A12/31/2021152467109109N/A9/30/2021152365111111N/A6/30/2021152263112112N/A3/31/2021154241112112N/A12/31/2020156219111111N/A9/30/2020156215111111N/A6/30/2020156211110110N/A3/31/2020155218108108N/A12/31/2019153226107107N/A9/30/2019155198N/A109N/A6/30/2019156169N/A110N/A3/31/2019156164N/A112N/A12/31/2018155159N/A114N/A9/30/2018154171N/A113N/A6/30/2018153183N/A113N/A3/31/2018154218N/A113N/A12/31/2017154254N/A112N/A9/30/2017153239N/A112N/A6/30/2017152224N/A112N/A3/31/2017152190N/A111N/A12/31/2016151157N/A111N/A9/30/2016151234N/A109N/A6/30/2016150311N/A106N/A3/31/2016149315N/A105N/A12/31/2015148320N/A104N/A9/30/2015147265N/A106N/A6/30/2015145210N/A108N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BWPの収益は今後 3 年間で減少すると予測されています (年間-17.3% )。収益対市場: BWPの収益は今後 3 年間で減少すると予測されています (年間-17.3% )。高成長収益: BWPの収益は今後 3 年間で減少すると予測されています。収益対市場: BWPの収益 ( 3.7% ) Australian市場 ( 6.2% ) よりも低い成長が予測されています。高い収益成長: BWPの収益 ( 3.7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BWPの 自己資本利益率 は、3年後には低くなると予測されています ( 4.7 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:26終値2026/05/22 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BWP Trust 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Lauren BerryBofA Global ResearchHoward PennyCitigroup IncSimon WheatleyGoldman Sachs13 その他のアナリストを表示
お知らせ • May 08BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million.BWP Trust has filed a Follow-on Equity Offering in the amount of AUD 227.686843 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 28,033,645 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 32,360,743 Price\Range: AUD 3.77 Discount Per Security: AUD 0.065975 Transaction Features: Rights Offering
Declared Dividend • Dec 24Final dividend increased to AU$0.096Dividend of AU$0.096 is 4.1% higher than last year. Ex-date: 30th December 2025 Payment date: 27th February 2026 Dividend yield will be 4.7%, which is lower than the industry average of 5.7%.
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.096 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 27 February 2026. Trailing yield: 4.6%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (4.7%).
お知らせ • Dec 17An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million.An undisclosed buyer acquired ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) for AUD 19.5 million on December 1, 2025. A cash consideration of AUD 19.5 million will be paid by the buyer. As part of consideration, AUD 19.5 million is paid towards assets of ex-Bunnings Morley property in Australia. An undisclosed buyer completed the acquisition of ex-Bunnings Morley property in Australia from BWP Trust (ASX:BWP) on December 1, 2025.
お知らせ • Dec 08+ 1 more updateBWP Trust to Report Fiscal Year 2026 Results on Aug 19, 2026BWP Trust announced that they will report fiscal year 2026 results on Aug 19, 2026
お知らせ • Dec 05BWP Trust Announces Preliminary Distribution Estimate for the Six Months Ending December 31, 2025, Payable on February 27, 2026BWP Management Limited, as responsible entity for the BWP Trust announced the following preliminary distribution estimate per security of 9.58 cents per stapled security for the six month period to 31 December 2025. The estimated allocation of the distribution between the stapled entities is as follows: 9.58 cents per security distribution from BWP Trust (4.1% above the prior corresponding period). The relevant distribution dates include: Ex-distribution date: 30 December 2025. Record date: 31 December 2025. Distribution entitlement payment (expected): 27 February 2026. It is expected that there will be no conduit foreign income included in the distribution.
お知らせ • Jun 25Bwp Trust Declares Ordinary Dividend for Six Months Ending June 30, 2025; Payable on August, 27, 2025BWP Trust declared ordinary dividend of AUD 0.09450000 for a period of six months ending June 30, 2025. Payable on August, 27, 2025; Record Date: June 30, 2025; Ex-date: June 27, 2025.
Reported Earnings • Feb 07First half 2025 earnings released: EPS: AU$0.22 (vs AU$0.083 in 1H 2024)First half 2025 results: EPS: AU$0.22 (up from AU$0.083 in 1H 2024). Revenue: AU$100.6m (up 22% from 1H 2024). Net income: AU$157.1m (up 195% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 3.3% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.092 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 26 February 2025. Trailing yield: 5.3%. Lower than top quartile of Australian dividend payers (6.1%). In line with average of industry peers (5.6%).
Declared Dividend • Dec 24Final dividend of AU$0.092 announcedShareholders will receive a dividend of AU$0.092. Ex-date: 30th December 2024 Payment date: 26th February 2025 Dividend yield will be 5.4%, which is lower than the industry average of 5.7%.
お知らせ • Nov 13+ 1 more updateBWP Trust to Report First Half, 2025 Results on Feb 05, 2025BWP Trust announced that they will report first half, 2025 results on Feb 05, 2025
Reported Earnings • Aug 14Full year 2024 earnings released: EPS: AU$0.27 (vs AU$0.057 in FY 2023)Full year 2024 results: EPS: AU$0.27 (up from AU$0.057 in FY 2023). Revenue: AU$174.5m (up 10% from FY 2023). Net income: AU$180.2m (up 391% from FY 2023). Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jun 23First half dividend of AU$0.093 announcedDividend of AU$0.093 is the same as last year. Ex-date: 27th June 2024 Payment date: 28th August 2024 Dividend yield will be 5.0%, which is lower than the industry average of 5.7%.
New Risk • Mar 31New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to AU$3.43. The fair value is estimated to be AU$4.31, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Feb 11First half 2024 earnings released: EPS: AU$0.083 (vs AU$0.17 in 1H 2023)First half 2024 results: EPS: AU$0.083 (down from AU$0.17 in 1H 2023). Revenue: AU$82.3m (up 4.7% from 1H 2023). Net income: AU$53.2m (down 52% from 1H 2023). Profit margin: 65% (down from 142% in 1H 2023). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, while revenues in the Retail REITs industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.09 per share at 5.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 28 February 2024. Trailing yield: 5.1%. Lower than top quartile of Australian dividend payers (6.7%). Lower than average of industry peers (5.8%).
お知らせ • Dec 13BWP Trust Announces December 2023 Distribution Estimate, Payable on 28 February 2024BWP Trust announced the estimated distribution, based on unaudited accounts, is 9.02 cents per unit (including approximately 0.12 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. Ex-distribution date is 28 December 2023, Record date is 29 December 2023, and Distribution entitlement payment (expected) is 28 February 2024.
お知らせ • Sep 12+ 1 more updateBWP Trust to Report First Half, 2024 Results on Feb 07, 2024BWP Trust announced that they will report first half, 2024 results on Feb 07, 2024
Reported Earnings • Aug 03Full year 2023 earnings released: EPS: AU$0.057 (vs AU$0.76 in FY 2022)Full year 2023 results: EPS: AU$0.057 (down from AU$0.76 in FY 2022). Revenue: AU$158.2m (up 3.2% from FY 2022). Net income: AU$36.7m (down 93% from FY 2022). Profit margin: 23% (down from 318% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Retail REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 4% per year.
お知らせ • Aug 01BWP Trust Announces Management ChangesThe Board of BWP Management Limited, the responsible entity for BWP Trust announced that Mark Scatena will succeed Michael Wedgwood as its Managing Director. The appointment of Mr. Scatena follows the announcement on 27 June 2023 in relation to BWP's current Managing Director, Michael Wedgwood's intention to retire in the second half of calendar year 2023. This will allow time for an effective handover process with Mr. Wedgwood. It is planned that Mr. Scatena will take up his appointment as Managing Director towards the end of September this year. Mr. Scatena joined the Wesfarmers Group in 2001 and has held senior roles across WesCEF, Target, Coles and Wesfarmers. Most recently he was General Manager of CSBP Fertilisers and has previously held leadership positions at Target, including as Chief Financial Officer; at Wesfarmers as General Manager Investor Relations and Planning; and at Coles where he was General Manager Finance, supporting the store development, store operations and property functions. Mr. Scatena brings strong financial and commercial acumen, together with extensive knowledge of retail property operations and capital markets.
お知らせ • Jun 22BWP Trust Announces Distribution Estimates for the Six Month Period to 30 June 2023, Payment Is Expected to Be Made on 25 August 2023BWP Trust announced the following preliminary distribution estimate and other relevant distribution details for the six month period to 30 June 2023. The ex-distribution date is 29 June 2023, The record date is 30 June 2023,In accordance with the Trust's constitution all distributable profit will be distributed. The estimated distribution, based on current forecasts, is 9.27 cents per unit (including approximately 0.60 cents of capital profits). It is expected that there will be no conduit foreign income included in the distribution. The actual distribution will be considered at a meeting of the BWP Management Limited Board of directors scheduled for 2 August 2023 and payment of the distribution entitlement is expected to be made on 25 August 2023.
お知らせ • Feb 08BWP Trust Declares Distribution for the Half-Year Ended 31 December 2022, Payable on 24 February 2023The Board of BWP Management Limited, the responsible entity of BWP Trust ("the Trust") declared Distribution of 9.02 cents per unit for the half-year ended 31 December 2022. Ex-distribution date: 29 December 2022. Record date: 30 December 2022. Date payable: 24 February 2023.
Reported Earnings • Feb 08First half 2023 earnings released: EPS: AU$0.17 (vs AU$0.54 in 1H 2022)First half 2023 results: EPS: AU$0.17 (down from AU$0.54 in 1H 2022). Revenue: AU$78.6m (up 3.6% from 1H 2022). Net income: AU$111.3m (down 68% from 1H 2022). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.3% decline forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 24 February 2023. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).
お知らせ • Oct 03+ 1 more updateBWP Trust to Report First Half, 2023 Results on Feb 08, 2023BWP Trust announced that they will report first half, 2023 results on Feb 08, 2023
Reported Earnings • Aug 03Full year 2022 earnings released: EPS: AU$0.76 (vs AU$0.41 in FY 2021)Full year 2022 results: EPS: AU$0.76 (up from AU$0.41 in FY 2021). Revenue: AU$153.3m (flat on FY 2021). Net income: AU$486.6m (up 85% from FY 2021). Over the next year, revenue is forecast to grow 3.5% compared to a 23% decline forecast for the reits industry in Australia. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.6%. The fair value is estimated to be AU$4.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 31% per annum over the last 3 years.
Reported Earnings • Feb 11First half 2022 earnings: Revenues and EPS in line with analyst expectationsFirst half 2022 results: EPS: AU$0.54 (up from AU$0.22 in 1H 2021). Revenue: AU$75.9m (flat on 1H 2021). Net income: AU$348.3m (up 142% from 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 1.9% compared to a 23% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Jan 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.6%. The fair value is estimated to be AU$4.89, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 14% per annum over the last 3 years.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.09 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 25 February 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.6%).
Reported Earnings • Aug 06Full year 2021 earnings released: EPS AU$0.41 (vs AU$0.33 in FY 2020)Full year 2021 results: Revenue: AU$152.2m (down 2.3% from FY 2020). Net income: AU$263.2m (up 25% from FY 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 27New 90-day low: AU$3.80The company is down 12% from its price of AU$4.32 on 27 November 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.04 per share.
Is New 90 Day High Low • Feb 04New 90-day low: AU$4.09The company is down 2.0% from its price of AU$4.18 on 06 November 2020. The Australian market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.70 per share.
Reported Earnings • Feb 04First half 2021 earnings released: EPS AU$0.22 (vs AU$0.21 in 1H 2020)First half 2021 results: Revenue: AU$76.1m (flat on 1H 2020). Net income: AU$144.0m (up 6.2% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to stay flat compared to a 24% decline forecast for the REITs industry in Australia.
Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.09 Per ShareWill be paid on the 26th of February to those who are registered shareholders by the 30th of December. The trailing yield of 4.2% is below the top quartile of Australian dividend payers (5.1%), but it is higher than industry peers (3.7%).
Is New 90 Day High Low • Dec 09New 90-day high: AU$4.36The company is up 10.0% from its price of AU$3.98 on 10 September 2020. The Australian market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Nov 06New 90-day high: AU$4.19The company is up 7.0% from its price of AU$3.90 on 07 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 16New 90-day high: AU$4.18The company is up 7.0% from its price of AU$3.91 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.