View ValuationRural Funds Group 将来の成長Future 基準チェック /06Rural Funds Groupの収益は年間3.1%で減少すると予測されていますが、年間利益は年間2.6%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4.3% 6.2%なると予測されています。主要情報2.6%収益成長率-6.17%EPS成長率Specialized REITs 収益成長7.5%収益成長率-3.1%将来の株主資本利益率4.33%アナリストカバレッジLow最終更新日09 Jun 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 updatesDeclared Dividend • Jun 04Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 29th June 2026 Payment date: 31st July 2026 Dividend yield will be 6.1%, which is higher than the industry average of 4.0%.お知らせ • Jun 01Rural Funds Group Announces Dividend for the Quarter Ended June 30, 2026, Payable on July 31, 2026Rural Funds Group announced dividend of AUD 0.02932500 per share for the quarter ended June 30, 2026. Ex Date is June 29, 2026. Record Date is June 30, 2026. Payment Date is July 31, 2026.Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 09Rural Funds Group to Report First Half, 2026 Results on Feb 20, 2026Rural Funds Group announced that they will report first half, 2026 results on Feb 20, 2026Upcoming Dividend • Dec 24Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 30 January 2026. Trailing yield: 5.8%. Within top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (4.3%).Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Dec 01Rural Funds Group Announces Ordinary Dividend for the Quarter Ended December 31, 2025, Payable on January 1, 2026Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ended December 31, 2025. Ex Date is December 30, 2025; Record Date is December 31, 2025; Payment Date is January 1, 2026.お知らせ • Sep 01Rural Funds Group Announces Estimated Ordinary Dividend for the Quarter Ended September 30, 2025, Payable on October 31, 2025Rural Funds Group announced estimated ordinary dividend of AUD 0.02932500 per fully paid units for the quarter ended September 30, 2025. Ex Date is September 29, 2025; Record Date is September 30, 2025; Payment Date is October 31, 2025.New Risk • Aug 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 148% Dividend yield: 6.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 148% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (24% net profit margin).Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.067 (vs AU$0.21 in FY 2024)Full year 2025 results: EPS: AU$0.067 (down from AU$0.21 in FY 2024). Revenue: AU$132.5m (up 18% from FY 2024). Net income: AU$26.1m (down 69% from FY 2024). Profit margin: 20% (down from 74% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 3 years, while revenues in the Specialized REITs industry in Australia are expected to grow by 5.4%. 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 8% per year, which means it has not declined as severely as earnings.Board Change • Aug 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 12Rural Funds Group to Report Fiscal Year 2025 Results on Aug 22, 2025Rural Funds Group announced that they will report fiscal year 2025 results on Aug 22, 2025お知らせ • Jun 03Rural Funds Group Announces Estimated Ordinary Dividend for the Quarter Ending June 30, 2025, Payable on July 31, 2025Rural Funds Group announced estimated ordinary dividend of AUD 0.02932500 per on Fully Paid Units Stapled Securities for the quarter ending June 30, 2025. Ex Date is June 27, 2025; Record Date is June 30, 2025; Payment Date is July 31, 2025.Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 03Rural Funds Group to Report First Half, 2025 Results on Feb 21, 2025Rural Funds Group announced that they will report first half, 2025 results on Feb 21, 2025Declared Dividend • Dec 28Fourth quarter dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 30th December 2024 Payment date: 31st January 2025 Dividend yield will be 6.6%, which is higher than the industry average of 4.0%.Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 31 October 2024. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (4.6%).Declared Dividend • Sep 04Fourth quarter dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th September 2024 Payment date: 31st October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.0%.New Risk • Aug 23New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (74% net profit margin).Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.21 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.21 (down from AU$0.29 in FY 2023). Revenue: AU$112.5m (up 14% from FY 2023). Net income: AU$83.2m (down 26% from FY 2023). Profit margin: 74% (down from 114% in FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialized REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 05Rural Funds Group to Report Fiscal Year 2024 Results on Aug 23, 2024Rural Funds Group announced that they will report fiscal year 2024 results on Aug 23, 2024Upcoming Dividend • Jun 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 31 July 2024. Trailing yield: 5.7%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (4.1%).Declared Dividend • Jun 05Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 5.8%, which is higher than the industry average of 4.0%.Upcoming Dividend • Mar 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 30 April 2024. Trailing yield: 5.5%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (4.0%).Declared Dividend • Mar 04Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th March 2024 Payment date: 30th April 2024 Dividend yield will be 5.6%, which is higher than the industry average of 4.0%.Reported Earnings • Feb 24First half 2024 earnings released: FFO per share: AU$0.1 (vs AU$0.15 in 1H 2023)First half 2024 results: FFO per share: AU$0.1 (down from AU$0.15 in 1H 2023). Revenue: AU$55.3m (up 17% from 1H 2023). Funds from operations (FFO): AU$51.4m (down 16% from 1H 2023). FFO margin: 93% (down from 129% in 1H 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Rural Funds Group to Report First Half, 2024 Results on Feb 23, 2024Rural Funds Group announced that they will report first half, 2024 results on Feb 23, 2024Buy Or Sell Opportunity • Jan 19Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to AU$2.01. The fair value is estimated to be AU$2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 22% per annum over the same time period.お知らせ • Jan 09Rural Funds Group Announces Estimated Dividend for the Quarter Ended December 31, 2023, Payable on January 31, 2024Rural Funds Group announced estimated dividend of AUD 0.02932500 per security for the quarter ended December 31, 2023. Record date is December 29, 2023; Ex-date is December 28, 2023; Payment date is January 31, 2024.Upcoming Dividend • Dec 21Upcoming dividend of AU$0.029 per share at 5.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 31 January 2024. Trailing yield: 5.6%. Lower than top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (4.9%).お知らせ • Nov 01Rural Funds Group Announces Actual Ordinary Dividend for the Quarter Ending September 30, 2023, Payable on October 31, 2023Rural Funds Group announced actual ordinary dividend of AUD 0.02932500 for the quarter ending September 30, 2023. The dividend is payable on October 31, 2023 with record date of September 29, 2023 and ex-date of September 28, 2023.Recent Insider Transactions • Oct 21Key Executive recently bought AU$551k worth of stockOn the 18th of October, Leslie Paynter bought around 300k shares on-market at roughly AU$1.84 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Leslie's only on-market trade for the last 12 months.Upcoming Dividend • Sep 21Upcoming dividend of AU$0.029 per share at 6.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 31 October 2023. Trailing yield: 6.1%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (5.3%).お知らせ • Sep 01Rural Funds Group Announces Ordinary Dividend for the Quarter Ending September 30, 2023, Payable on October 31, 2023Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ending September 30, 2023. The dividend is payable on October 31, 2023 with record date of September 29, 2023 and ex-date of September 28, 2023.Buying Opportunity • Sep 01Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be AU$2.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is forecast to decline by 19% per annum over the same time period.Reported Earnings • Aug 24Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$98.5m (up 15% from FY 2022). Net income: AU$94.5m (down 54% from FY 2022). Profit margin: 96% (down from 242% in FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Specialized REITs industry in Oceania. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 14Rural Funds Group to Report Fiscal Year 2023 Results on Aug 24, 2023Rural Funds Group announced that they will report fiscal year 2023 results on Aug 24, 2023Buying Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 50%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 80% in the next 2 years.Upcoming Dividend • Jun 22Upcoming dividend of AU$0.029 per share at 6.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 July 2023. Trailing yield: 6.8%. Lower than top quartile of Australian dividend payers (7.5%). Higher than average of industry peers (4.9%).お知らせ • Jun 03Rural Funds Group Announces Ordinary Dividend for the Quarter Ending June 30, 2023, Payable on July 31, 2023Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ending June 30, 2023. The dividend is payable on July 31, 2023 with record date of June 30, 2023 and ex-date of June 29, 2023.Buying Opportunity • Mar 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$2.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 50%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to decline by 78% in the next 2 years.Recent Insider Transactions • Mar 04Key Executive recently bought AU$504k worth of stockOn the 2nd of March, David Bryant bought around 230k shares on-market at roughly AU$2.19 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$1.5m worth in shares.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.14 (vs AU$0.094 in 1H 2022)First half 2023 results: EPS: AU$0.14 (up from AU$0.094 in 1H 2022). Revenue: AU$47.3m (up 13% from 1H 2022). Net income: AU$54.5m (up 55% from 1H 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08Rural Funds Group to Report First Half, 2023 Results on Feb 22, 2023Rural Funds Group announced that they will report first half, 2023 results on Feb 22, 2023Upcoming Dividend • Dec 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 January 2023. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).Upcoming Dividend • Sep 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 31 October 2022. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (6.8%). In line with average of industry peers (4.9%).Recent Insider Transactions • Sep 14Key Executive recently bought AU$998k worth of stockOn the 12th of September, David Bryant bought around 389k shares on-market at roughly AU$2.57 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$2.0m worth in shares.Reported Earnings • Sep 01Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$85.3m (up 20% from FY 2021). Net income: AU$206.8m (up 76% from FY 2021). Over the next year, revenue is forecast to grow 5.3% compared to a 25% decline forecast for the REITs industry in Australia.Upcoming Dividend • Jun 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 July 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.9%). In line with average of industry peers (4.8%).Upcoming Dividend • Mar 23Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 April 2022. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (5.7%). In line with average of industry peers (3.9%).Recent Insider Transactions • Feb 25Key Executive recently bought AU$521k worth of stockOn the 22nd of February, David Bryant bought around 188k shares on-market at roughly AU$2.77 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.Reported Earnings • Feb 20First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: FFO: AU$41.8m per share (up from AU$0.08 in 1H 2021). Revenue: AU$41.8m (up 14% from 1H 2021). Funds from operations (FFO): AU$40.1m (up 48% from 1H 2021). FFO margin: 96% (up from 74% in 1H 2021). Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.0% compared to a 25% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Dec 31High number of new directorsIndependent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021.Upcoming Dividend • Dec 23Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 31 January 2022. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (3.6%).Upcoming Dividend • Sep 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 29 October 2021. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.7%).Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.35 (vs AU$0.13 in FY 2020)Full year 2021 results: Revenue: AU$142.2m (up 100% from FY 2020). Net income: AU$288.5m (up AU$245.3m from FY 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 23Upcoming dividend of AU$0.028 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 July 2021. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (3.8%).Upcoming Dividend • Mar 23Upcoming dividend of AU$0.028 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 April 2021. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (4.1%).Reported Earnings • Feb 20First half 2021 earnings released: FFO AU$0.08 per share (vs AU$0.084 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: AU$36.8m (up 8.7% from 1H 2020). Funds from operations (FFO): AU$27.0m (down 3.3% from 1H 2020). FFO margin: 74% (down from 83% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.Is New 90 Day High Low • Feb 09New 90-day low: AU$2.43The company is down 2.0% from its price of AU$2.47 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.58 per share.Is New 90 Day High Low • Dec 29New 90-day high: AU$2.71The company is up 18% from its price of AU$2.29 on 01 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.64 per share.Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.028 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 30th of December. The trailing yield of 4.4% 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 • Nov 12New 90-day high: AU$2.47The company is up 14% from its price of AU$2.16 on 14 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.17 per share.Is New 90 Day High Low • Oct 16New 90-day high: AU$2.40The company is up 18% from its price of AU$2.03 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 AU$3.23 per share.Upcoming Dividend • Sep 22Upcoming Dividend of AU$0.028 Per ShareWill be paid on the 30th of October to those who are registered shareholders by the 29th of September. The trailing yield of 4.8% is below the top quartile of Australian dividend payers (5.7%), but it is higher than industry peers (4.2%).業績と収益の成長予測CHIA:RFF - 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6/30/202812263415236/30/202711751245036/30/202611049-1147312/31/2025139633359N/A9/30/2025135473257N/A6/30/2025132313156N/A3/31/202512740545N/A12/31/202412249-2134N/A9/30/202411766-2233N/A6/30/202411383-2332N/A3/31/202411093-1232N/A12/31/2023107102-133N/A9/30/2023103107-431N/A6/30/202398112-729N/A3/31/202395170229N/A12/31/2022912281129N/A9/30/202288218-2434N/A6/30/202285207-5838N/A3/31/202281151-6136N/A12/31/20217696-6434N/A9/30/202174107-2435N/A6/30/2021711181635N/A12/31/202074743748N/A9/30/202073593946N/A6/30/202071434243N/A12/31/201965402243N/A9/30/20196236N/A43N/A6/30/20195831N/A44N/A3/31/20195731N/AN/AN/A12/31/20185530N/A40N/A9/30/20185430N/A35N/A6/30/20185229N/A31N/A3/31/20184936N/A30N/A12/31/20174643N/A29N/A9/30/20174443N/A28N/A6/30/20174343N/A27N/A3/31/20173928N/AN/AN/A12/31/20163613N/A21N/A9/30/2016316N/A18N/A6/30/2016270N/A14N/A3/31/2016255N/AN/AN/A12/31/20152410N/A13N/A9/30/20152310N/A11N/A6/30/20152210N/A9N/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: RFFの予測収益成長率 (年間2.6% ) は 貯蓄率 ( 3.6% ) を下回っています。収益対市場: RFFの収益 ( 2.6% ) Australian市場 ( 12.1% ) よりも低い成長が予測されています。高成長収益: RFFの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: RFFの収益は今後 3 年間で減少すると予想されています (年間-3.1% )。高い収益成長: RFF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-3.1% )。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: RFF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 ( 4.3 %)。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2026/06/13 01:38終値2026/06/12 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Rural Funds Group 4 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。4 アナリスト機関Jonathan SnapeBell PotterJames FerrierCanaccord GenuityJames DruceCLSA1 その他のアナリストを表示
Declared Dividend • Jun 04Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 29th June 2026 Payment date: 31st July 2026 Dividend yield will be 6.1%, which is higher than the industry average of 4.0%.
お知らせ • Jun 01Rural Funds Group Announces Dividend for the Quarter Ended June 30, 2026, Payable on July 31, 2026Rural Funds Group announced dividend of AUD 0.02932500 per share for the quarter ended June 30, 2026. Ex Date is June 29, 2026. Record Date is June 30, 2026. Payment Date is July 31, 2026.
Board Change • May 20Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 09Rural Funds Group to Report First Half, 2026 Results on Feb 20, 2026Rural Funds Group announced that they will report first half, 2026 results on Feb 20, 2026
Upcoming Dividend • Dec 24Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 December 2025. Payment date: 30 January 2026. Trailing yield: 5.8%. Within top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (4.3%).
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 01Rural Funds Group Announces Ordinary Dividend for the Quarter Ended December 31, 2025, Payable on January 1, 2026Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ended December 31, 2025. Ex Date is December 30, 2025; Record Date is December 31, 2025; Payment Date is January 1, 2026.
お知らせ • Sep 01Rural Funds Group Announces Estimated Ordinary Dividend for the Quarter Ended September 30, 2025, Payable on October 31, 2025Rural Funds Group announced estimated ordinary dividend of AUD 0.02932500 per fully paid units for the quarter ended September 30, 2025. Ex Date is September 29, 2025; Record Date is September 30, 2025; Payment Date is October 31, 2025.
New Risk • Aug 24New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 148% Dividend yield: 6.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Payout ratio: 106% Cash payout ratio: 148% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (24% net profit margin).
Reported Earnings • Aug 22Full year 2025 earnings released: EPS: AU$0.067 (vs AU$0.21 in FY 2024)Full year 2025 results: EPS: AU$0.067 (down from AU$0.21 in FY 2024). Revenue: AU$132.5m (up 18% from FY 2024). Net income: AU$26.1m (down 69% from FY 2024). Profit margin: 20% (down from 74% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.2% p.a. on average during the next 3 years, while revenues in the Specialized REITs industry in Australia are expected to grow by 5.4%. 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 8% per year, which means it has not declined as severely as earnings.
Board Change • Aug 18Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 12Rural Funds Group to Report Fiscal Year 2025 Results on Aug 22, 2025Rural Funds Group announced that they will report fiscal year 2025 results on Aug 22, 2025
お知らせ • Jun 03Rural Funds Group Announces Estimated Ordinary Dividend for the Quarter Ending June 30, 2025, Payable on July 31, 2025Rural Funds Group announced estimated ordinary dividend of AUD 0.02932500 per on Fully Paid Units Stapled Securities for the quarter ending June 30, 2025. Ex Date is June 27, 2025; Record Date is June 30, 2025; Payment Date is July 31, 2025.
Board Change • Feb 04Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 4 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 03Rural Funds Group to Report First Half, 2025 Results on Feb 21, 2025Rural Funds Group announced that they will report first half, 2025 results on Feb 21, 2025
Declared Dividend • Dec 28Fourth quarter dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 30th December 2024 Payment date: 31st January 2025 Dividend yield will be 6.6%, which is higher than the industry average of 4.0%.
Board Change • Dec 24Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 3 highly experienced directors. Independent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 31 October 2024. Trailing yield: 5.9%. Lower than top quartile of Australian dividend payers (6.0%). Higher than average of industry peers (4.6%).
Declared Dividend • Sep 04Fourth quarter dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th September 2024 Payment date: 31st October 2024 Dividend yield will be 5.7%, which is higher than the industry average of 4.0%.
New Risk • Aug 23New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 5.7% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.9x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (74% net profit margin).
Reported Earnings • Aug 23Full year 2024 earnings released: EPS: AU$0.21 (vs AU$0.29 in FY 2023)Full year 2024 results: EPS: AU$0.21 (down from AU$0.29 in FY 2023). Revenue: AU$112.5m (up 14% from FY 2023). Net income: AU$83.2m (down 26% from FY 2023). Profit margin: 74% (down from 114% in FY 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialized REITs industry in Australia. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 05Rural Funds Group to Report Fiscal Year 2024 Results on Aug 23, 2024Rural Funds Group announced that they will report fiscal year 2024 results on Aug 23, 2024
Upcoming Dividend • Jun 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 31 July 2024. Trailing yield: 5.7%. Lower than top quartile of Australian dividend payers (6.6%). Higher than average of industry peers (4.1%).
Declared Dividend • Jun 05Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th June 2024 Payment date: 31st July 2024 Dividend yield will be 5.8%, which is higher than the industry average of 4.0%.
Upcoming Dividend • Mar 20Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 27 March 2024. Payment date: 30 April 2024. Trailing yield: 5.5%. Lower than top quartile of Australian dividend payers (6.3%). Higher than average of industry peers (4.0%).
Declared Dividend • Mar 04Dividend of AU$0.029 announcedDividend of AU$0.029 is the same as last year. Ex-date: 27th March 2024 Payment date: 30th April 2024 Dividend yield will be 5.6%, which is higher than the industry average of 4.0%.
Reported Earnings • Feb 24First half 2024 earnings released: FFO per share: AU$0.1 (vs AU$0.15 in 1H 2023)First half 2024 results: FFO per share: AU$0.1 (down from AU$0.15 in 1H 2023). Revenue: AU$55.3m (up 17% from 1H 2023). Funds from operations (FFO): AU$51.4m (down 16% from 1H 2023). FFO margin: 93% (down from 129% in 1H 2023). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Global Specialized REITs industry. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Rural Funds Group to Report First Half, 2024 Results on Feb 23, 2024Rural Funds Group announced that they will report first half, 2024 results on Feb 23, 2024
Buy Or Sell Opportunity • Jan 19Now 20% undervaluedOver the last 90 days, the stock has risen 6.3% to AU$2.01. The fair value is estimated to be AU$2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings are forecast to decline by 22% per annum over the same time period.
お知らせ • Jan 09Rural Funds Group Announces Estimated Dividend for the Quarter Ended December 31, 2023, Payable on January 31, 2024Rural Funds Group announced estimated dividend of AUD 0.02932500 per security for the quarter ended December 31, 2023. Record date is December 29, 2023; Ex-date is December 28, 2023; Payment date is January 31, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of AU$0.029 per share at 5.6% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 31 January 2024. Trailing yield: 5.6%. Lower than top quartile of Australian dividend payers (6.7%). Higher than average of industry peers (4.9%).
お知らせ • Nov 01Rural Funds Group Announces Actual Ordinary Dividend for the Quarter Ending September 30, 2023, Payable on October 31, 2023Rural Funds Group announced actual ordinary dividend of AUD 0.02932500 for the quarter ending September 30, 2023. The dividend is payable on October 31, 2023 with record date of September 29, 2023 and ex-date of September 28, 2023.
Recent Insider Transactions • Oct 21Key Executive recently bought AU$551k worth of stockOn the 18th of October, Leslie Paynter bought around 300k shares on-market at roughly AU$1.84 per share. This transaction amounted to 9.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Leslie's only on-market trade for the last 12 months.
Upcoming Dividend • Sep 21Upcoming dividend of AU$0.029 per share at 6.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 31 October 2023. Trailing yield: 6.1%. Lower than top quartile of Australian dividend payers (7.1%). Higher than average of industry peers (5.3%).
お知らせ • Sep 01Rural Funds Group Announces Ordinary Dividend for the Quarter Ending September 30, 2023, Payable on October 31, 2023Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ending September 30, 2023. The dividend is payable on October 31, 2023 with record date of September 29, 2023 and ex-date of September 28, 2023.
Buying Opportunity • Sep 01Now 20% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be AU$2.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings is forecast to decline by 19% per annum over the same time period.
Reported Earnings • Aug 24Full year 2023 earnings releasedFull year 2023 results: Revenue: AU$98.5m (up 15% from FY 2022). Net income: AU$94.5m (down 54% from FY 2022). Profit margin: 96% (down from 242% in FY 2022). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Specialized REITs industry in Oceania. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14Rural Funds Group to Report Fiscal Year 2023 Results on Aug 24, 2023Rural Funds Group announced that they will report fiscal year 2023 results on Aug 24, 2023
Buying Opportunity • Jul 24Now 21% undervaluedOver the last 90 days, the stock is up 1.0%. The fair value is estimated to be AU$2.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 50%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to decline by 80% in the next 2 years.
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.029 per share at 6.8% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 31 July 2023. Trailing yield: 6.8%. Lower than top quartile of Australian dividend payers (7.5%). Higher than average of industry peers (4.9%).
お知らせ • Jun 03Rural Funds Group Announces Ordinary Dividend for the Quarter Ending June 30, 2023, Payable on July 31, 2023Rural Funds Group announced ordinary dividend of AUD 0.02932500 for the quarter ending June 30, 2023. The dividend is payable on July 31, 2023 with record date of June 30, 2023 and ex-date of June 29, 2023.
Buying Opportunity • Mar 17Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be AU$2.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 50%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to decline by 78% in the next 2 years.
Recent Insider Transactions • Mar 04Key Executive recently bought AU$504k worth of stockOn the 2nd of March, David Bryant bought around 230k shares on-market at roughly AU$2.19 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$1.5m worth in shares.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.14 (vs AU$0.094 in 1H 2022)First half 2023 results: EPS: AU$0.14 (up from AU$0.094 in 1H 2022). Revenue: AU$47.3m (up 13% from 1H 2022). Net income: AU$54.5m (up 55% from 1H 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the REITs industry in Australia. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08Rural Funds Group to Report First Half, 2023 Results on Feb 22, 2023Rural Funds Group announced that they will report first half, 2023 results on Feb 22, 2023
Upcoming Dividend • Dec 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 January 2023. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (7.1%). In line with average of industry peers (4.7%).
Upcoming Dividend • Sep 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 31 October 2022. Trailing yield: 4.7%. Lower than top quartile of Australian dividend payers (6.8%). In line with average of industry peers (4.9%).
Recent Insider Transactions • Sep 14Key Executive recently bought AU$998k worth of stockOn the 12th of September, David Bryant bought around 389k shares on-market at roughly AU$2.57 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. David has been a buyer over the last 12 months, purchasing a net total of AU$2.0m worth in shares.
Reported Earnings • Sep 01Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$85.3m (up 20% from FY 2021). Net income: AU$206.8m (up 76% from FY 2021). Over the next year, revenue is forecast to grow 5.3% compared to a 25% decline forecast for the REITs industry in Australia.
Upcoming Dividend • Jun 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 July 2022. Trailing yield: 4.4%. Lower than top quartile of Australian dividend payers (6.9%). In line with average of industry peers (4.8%).
Upcoming Dividend • Mar 23Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 April 2022. Trailing yield: 4.0%. Lower than top quartile of Australian dividend payers (5.7%). In line with average of industry peers (3.9%).
Recent Insider Transactions • Feb 25Key Executive recently bought AU$521k worth of stockOn the 22nd of February, David Bryant bought around 188k shares on-market at roughly AU$2.77 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
Reported Earnings • Feb 20First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: FFO: AU$41.8m per share (up from AU$0.08 in 1H 2021). Revenue: AU$41.8m (up 14% from 1H 2021). Funds from operations (FFO): AU$40.1m (up 48% from 1H 2021). FFO margin: 96% (up from 74% in 1H 2021). Revenue missed analyst estimates by 1.7%. Over the next year, revenue is forecast to grow 9.0% compared to a 25% decline forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Dec 31High number of new directorsIndependent Non-Executive Director of Rural Funds Management Limited Andrea Lemmon was the last director to join the board, commencing their role in 2021.
Upcoming Dividend • Dec 23Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 30 December 2021. Payment date: 31 January 2022. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (5.6%). In line with average of industry peers (3.6%).
Upcoming Dividend • Sep 22Upcoming dividend of AU$0.029 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 29 October 2021. Trailing yield: 4.3%. Lower than top quartile of Australian dividend payers (5.6%). Higher than average of industry peers (3.7%).
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.35 (vs AU$0.13 in FY 2020)Full year 2021 results: Revenue: AU$142.2m (up 100% from FY 2020). Net income: AU$288.5m (up AU$245.3m from FY 2020). Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 23Upcoming dividend of AU$0.028 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 July 2021. Trailing yield: 4.5%. Lower than top quartile of Australian dividend payers (5.0%). Higher than average of industry peers (3.8%).
Upcoming Dividend • Mar 23Upcoming dividend of AU$0.028 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 30 April 2021. Trailing yield: 4.8%. Lower than top quartile of Australian dividend payers (5.5%). Higher than average of industry peers (4.1%).
Reported Earnings • Feb 20First half 2021 earnings released: FFO AU$0.08 per share (vs AU$0.084 in 1H 2020)The company reported a soft first half result with weaker earnings and profit margins, although revenues improved. First half 2021 results: Revenue: AU$36.8m (up 8.7% from 1H 2020). Funds from operations (FFO): AU$27.0m (down 3.3% from 1H 2020). FFO margin: 74% (down from 83% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
Is New 90 Day High Low • Feb 09New 90-day low: AU$2.43The company is down 2.0% from its price of AU$2.47 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the REITs industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.58 per share.
Is New 90 Day High Low • Dec 29New 90-day high: AU$2.71The company is up 18% from its price of AU$2.29 on 01 October 2020. The Australian market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the REITs industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.64 per share.
Upcoming Dividend • Dec 23Upcoming Dividend of AU$0.028 Per ShareWill be paid on the 29th of January to those who are registered shareholders by the 30th of December. The trailing yield of 4.4% 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 • Nov 12New 90-day high: AU$2.47The company is up 14% from its price of AU$2.16 on 14 August 2020. The Australian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the REITs industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.17 per share.
Is New 90 Day High Low • Oct 16New 90-day high: AU$2.40The company is up 18% from its price of AU$2.03 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed 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 AU$3.23 per share.
Upcoming Dividend • Sep 22Upcoming Dividend of AU$0.028 Per ShareWill be paid on the 30th of October to those who are registered shareholders by the 29th of September. The trailing yield of 4.8% is below the top quartile of Australian dividend payers (5.7%), but it is higher than industry peers (4.2%).