View Past PerformanceHansen Technologies バランスシートの健全性財務の健全性 基準チェック /66Hansen Technologiesの総株主資本はA$382.5M 、総負債はA$106.8Mで、負債比率は27.9%となります。総資産と総負債はそれぞれA$657.9MとA$275.4Mです。 Hansen Technologiesの EBIT はA$79.3Mで、利息カバレッジ比率22.1です。現金および短期投資はA$56.0Mです。主要情報27.93%負債資本比率AU$106.85m負債インタレスト・カバレッジ・レシオ22.1x現金AU$56.02mエクイティAU$382.55m負債合計AU$275.35m総資産AU$657.90m財務の健全性に関する最新情報分析記事 • Nov 12Is Hansen Technologies (ASX:HSN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Aug 06Hansen Technologies Limited's Ordinary Shares to Be Deleted from Other OTCHansen Technologies Limited's Ordinary Shares will be deleted from other OTC effective from August 5, 2021 due to Inactive Security.すべての更新を表示Recent updatesナラティブの更新 • Jun 03HSN: Cloud SaaS Deals And AI Customer Engagement Will Support Upside PotentialAnalysts have nudged their price target on Hansen Technologies slightly higher to A$5.30, reflecting updated assumptions for revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. What's in the News Hansen Technologies partnered with Los Angeles County Waterworks Districts to replace legacy customer information systems with a cloud-based SaaS platform focused on digital-first customer engagement and AI-driven service, as approved by the Los Angeles County Board of Supervisors in March 2026.ナラティブの更新 • May 15HSN: Cloud Partnerships And 2026 Second Half Outlook Will Support Upside PotentialAnalysts have revised their price target on Hansen Technologies to A$5.30, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that together leave their fair value view broadly unchanged at A$5.30. What's in the News Hansen Technologies partnered with Los Angeles County Waterworks Districts to replace legacy customer information systems with a cloud-based SaaS platform that supports web and phone self-service, including an AI Virtual Agent for high-volume customer interactions such as billing, payments, and service requests (Client announcement).ナラティブの更新 • Apr 28HSN: Canadian Partnership And 2026 Second Half Outlook Will Shape Steady ProspectsAnalysts have modestly adjusted their price target on Hansen Technologies, reflecting small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions. The updated target now sits slightly above the prior level in A$ terms.ナラティブの更新 • Apr 10HSN: Canadian Partnership And 2026 Second Half Outlook Will Support UpsideAnalysts have made only a slight adjustment to their A$ price target for Hansen Technologies, reflecting largely unchanged fair value estimates, along with small tweaks to discount rate, revenue growth and profit margin assumptions within their P/E based models. What's in the News Hansen Technologies entered into a partnership with ERTH Holdings Inc.ナラティブの更新 • Mar 24HSN: Fair Pricing Will Reflect 2026 Second Half Revenue ExpectationsAnalysts have made a modest adjustment to their price target for Hansen Technologies, keeping fair value around A$5.30 as they factor in slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Hansen Technologies issued new earnings guidance for the second half of 2026, giving you a clearer view of management expectations for that period (Key Developments).ナラティブの更新 • Mar 10HSN: Fair Pricing Will Reflect Tighter Assumptions And 2026 Revenue GuidanceAnalysts have kept their A$ price target for Hansen Technologies broadly in line with prior views, citing only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions rather than any material shift in the investment case. What's in the News Hansen Technologies issued earnings guidance for the second half of 2026, giving investors a time frame to watch for the next set of financial results (Key Developments).ナラティブの更新 • Feb 23HSN: Fair Pricing Will Reflect Modest Margin Uplift And 2026 Revenue OutlookAnalysts have adjusted their price target for Hansen Technologies to A$5.30. The change reflects updated views on fair value, a slightly higher discount rate, more moderate revenue growth assumptions, and a small uplift in expected profit margins and future P/E.Declared Dividend • Feb 20First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 23rd February 2026 Payment date: 27th March 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 19First half 2026 earnings released: EPS: AU$0.11 (vs AU$0 in 1H 2025)First half 2026 results: EPS: AU$0.11 (up from AU$0 in 1H 2025). Revenue: AU$191.3m (up 7.3% from 1H 2025). Net income: AU$22.0m (up AU$22.0m from 1H 2025). Profit margin: 12% (up from 0% in 1H 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.ナラティブの更新 • Feb 08HSN: Fair Pricing Will Reflect Slightly Higher Margins And Earnings OutlookAnalysts have slightly increased their Hansen Technologies price target to reflect updated assumptions around discount rate, revenue growth and profit margin, while keeping the implied fair value broadly steady at about A$4.99 per share. Valuation Changes Fair Value: Model fair value per share is unchanged at about A$4.99.ナラティブの更新 • Jan 24HSN: Fair Pricing Will Reflect Slightly Improved Margins And Earnings OutlookAnalysts have trimmed their price target on Hansen Technologies, citing only slight changes in the discount rate, revenue growth assumptions, profit margin outlook and forward P/E expectations as the basis for the adjustment. Valuation Changes Fair Value: The fair value estimate remains unchanged at 4.99, indicating no adjustment to the central valuation point.お知らせ • Jan 12Hansen Technologies Limited to Report First Half, 2026 Results on Feb 18, 2026Hansen Technologies Limited announced that they will report first half, 2026 results on Feb 18, 2026ナラティブの更新 • Jan 09HSN: Fair Pricing Will Reflect Slightly Higher Margins And Earnings ExpectationsAnalysts have lifted their price target on Hansen Technologies by roughly A$0.05, pointing to slightly higher assumed revenue growth, a small improvement in profit margins, and a marginally lower discount rate that together feed into their updated valuation framework. Valuation Changes Fair Value: Model fair value per share is unchanged at A$4.99.お知らせ • Jan 02Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd.Hansen Technologies Limited (ASX:HSN) entered into a binding agreement to acquire Digitalk Group Holdings Ltd for £33.1 million on November 5, 2025. A cash consideration of £33.1 million will be paid by Hansen Technologies Limited. As part of consideration, £33.1 million is paid towards common equity of Digitalk Group Holdings Ltd. The transaction to be funded through a combination of existing cash reserves and debt. Debt facility has been increased by £15.3 million. For the period ending June 30, 2025, Digitalk Group Holdings Ltd reported total revenue of £10.5 million and EBITDA of £3.3 million, reflecting an acquisition multiple of approximately 10x enterprise value to Cash EBITDA. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete by the end of 2025. The transaction is expected to be immediately accretive to Adjusted Earnings Per Share, supported by strong recurring revenue and profitability. Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd on December 31, 2025.ナラティブの更新 • Dec 14HSN: Fair Pricing Is Expected To Balance Margin And Earnings RisksAnalysts have raised their price target on Hansen Technologies by approximately $0.10, citing expectations for faster top line growth, slightly higher profit margins, and a modestly lower future P E multiple. Together these factors support a small uplift in fair value despite a marginally higher discount rate.Recent Insider Transactions • Nov 27Key Executive recently sold AU$292k worth of stockOn the 26th of November, David Trude sold around 50k shares on-market at roughly AU$5.84 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.分析記事 • Nov 11Hansen Technologies Limited's (ASX:HSN) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 28.8x Hansen Technologies Limited ( ASX:HSN ) may be sending bearish...お知らせ • Oct 17Bruce Adams Does Not Intend to Seek Re-Election as a Non-Executive Director of Hansen Technologies Limited's Annual General Meeting in NovemberHansen Technologies Limited announced that Bruce Adams has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November. Bruce's term as Non-Executive Director of Hansen will cease at the conclusion of the Group's Annual General Meeting. Bruce has served as a continuous Non-Executive Director of Hansen since March 2000, including roles as Deputy Chair and Member of the Remuneration Committee. Bruce's association with Hansen began in 1990 in the capacity of external legal adviser, and since joining the Board in 2000, he has played a pivotal role in guiding Hansen's governance and strategic direction. His legal expertise and steady leadership have been instrumental in shaping the company's growth and success. Following Bruce's decision not to seek re-election, Hansen Technologies will announce a new Deputy Chair at the Annual General Meeting.Buy Or Sell Opportunity • Oct 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to AU$5.55. The fair value is estimated to be AU$6.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Oct 08Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025.Declared Dividend • Aug 22Final dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 25th August 2025 Payment date: 19th September 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.Buy Or Sell Opportunity • Aug 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$5.60. The fair value is estimated to be AU$7.01, 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 declined by 23%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.分析記事 • Aug 04Hansen Technologies Limited's (ASX:HSN) Shares Climb 26% But Its Business Is Yet to Catch UpHansen Technologies Limited ( ASX:HSN ) shares have had a really impressive month, gaining 26% after a shaky period...分析記事 • Jul 23Hansen Technologies' (ASX:HSN) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Major Estimate Revision • Jul 15Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$400.3m to AU$392.9m. EPS estimate rose from AU$0.119 to AU$0.153. Net income forecast to grow 1,084% next year vs 37% growth forecast for Software industry in Australia. Consensus price target up from AU$6.20 to AU$6.46. Share price rose 14% to AU$5.56 over the past week.お知らせ • Jul 10Hansen Technologies Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Hansen Technologies Limited announced that they will report fiscal year 2025 results on Aug 20, 2025New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 5.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).Buy Or Sell Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to AU$5.13. The fair value is estimated to be AU$6.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Rebecca Wilson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Feb 25Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from AU$0.106 to AU$0.117. Revenue forecast steady at AU$401.4m. Net income forecast to grow 866% next year vs 38% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$6.24. Share price fell 11% to AU$5.07 over the past week.分析記事 • Feb 21Hansen Technologies (ASX:HSN) Will Pay A Dividend Of A$0.05The board of Hansen Technologies Limited ( ASX:HSN ) has announced that it will pay a dividend on the 27th of March...Declared Dividend • Feb 21First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 24th February 2025 Payment date: 27th March 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) nor is it covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 591% to bring the payout ratio under control. EPS is expected to grow by 140% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Feb 20First half 2025 earnings released: EPS: AU$0 (vs AU$0.087 in 1H 2024)First half 2025 results: EPS: AU$0 (down from AU$0.087 in 1H 2024). Revenue: AU$178.9m (up 6.6% from 1H 2024). Net income: AU$70.0k (down 100% from 1H 2024). Profit margin: 0% (down from 11% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Significant insider selling over the past 3 months (AU$38m sold).お知らせ • Feb 19+ 2 more updatesHansen Technologies Limited Launches AI-Powered Virtual Agent to Enhance Customer ExperienceHansen Technologies Limited is unveiling an advanced AI solution to enhance the customer support experience. Hansen’s AI Virtual Agent is a Conversational (ConvAI) and Generative AI (GenAI) solution that is designed to integrate with Customer Information Systems (CIS) and is optimised for Hansen CIS, supporting diverse customer care needs. These can include setting up new accounts, updating personal information, processing bill payments, arranging payment plans, and transferring services. As utility and communications companies around the globe work to enhance customer satisfaction while alleviating pressure on overburdened call centre staff, those leading the charge are achieving success by delivering intelligent, seamless customer experiences—without compromising on cost efficiency. However, early AI-based customer support solutions fell short, struggling with limited natural language processing capabilities and a lack of industry-specific expertise. As a result, they were unable to handle the complexity and high volume of customer interactions spanning multiple communication channels.Buy Or Sell Opportunity • Feb 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$5.66. The fair value is estimated to be AU$7.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.新しいナラティブ • Feb 09Integration Of Powercloud Will Leverage German Energy Sector's Digital Transformation Integration of powercloud in Germany and AI investments are opportunities for revenue growth and improved service bundling. お知らせ • Jan 20Hansen Technologies Limited to Report First Half, 2025 Results on Feb 19, 2025Hansen Technologies Limited announced that they will report first half, 2025 results on Feb 19, 2025お知らせ • Jan 15Hansen Strengthens Community Solar Reach Across the United States, Targets New Growth OpportunitiesHansen Technologies announced that its Hansen CIS Community Solar Solution now supports customers across ten US states, with Colorado and Illinois being the latest additions to its expanding footprint. These two states are investing significantly to enable access for more Americans to more renewable energy options. Colorado has its Colorado Solar for All program and is focused on modernizing its Community Solar program; Illinois aims to have 50% of its electricity sourced from renewable sources by 2040, with initiatives ranging from its Future Energy Jobs Act and Illinois Solar for All. According to a recent study by the NREL (National Renewable Energy Laboratory), the technical potential for community solar in the United States points to Community Solar theoretically growing to serve all residential electricity customers who are unable to adopt behind-the-meter solar power, including low- to moderate-income households. veteran solar developer and infrastructure company, Cenergy Power, is leveraging Hansen's Community Solar Solution in Maine, with plans to expand into other states.分析記事 • Nov 12Is Hansen Technologies (ASX:HSN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 15David Osborne Not to Stand for Re-Election as Non-Executive Director of Hansen Technologies Limited on 21 November 2024Hansen Technologies Ltd. announced that David Osborne has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November 2024. David's term as a Non-Executive Director of the Hansen Group will cease at the conclusion of the Group's Annual General Meeting on the November 21, 2024. David's association with Hansen commenced in 1987 as an external chartered accountant advising the group before his appointment as a director in 1997 until 2000. Since then, his professional support and expertise has been an instrumental part of the growth and success of the Group. David has been a continuous Non-Executive Director of the Group since 1st March 2006 and is a Member of the Audit and Risk Committee. With the appointment of Rebecca Wilson to the position of Non-Executive Director with effect from 28 March 2024, David's Non-Executive Director position will not be replaced.お知らせ • Oct 14Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024.Declared Dividend • Aug 23Final dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.New Risk • Aug 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.10 (down from AU$0.21 in FY 2023). Revenue: AU$353.1m (up 13% from FY 2023). Net income: AU$21.1m (down 51% from FY 2023). Profit margin: 6.0% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Aug 22Consensus EPS estimates fall by 24%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$388.3m to AU$401.5m. EPS estimate fell from AU$0.18 to AU$0.137 per share. Net income forecast to shrink 35% next year vs 61% growth forecast for Software industry in Australia . Consensus price target broadly unchanged at AU$5.74. Share price rose 6.5% to AU$4.57 over the past week.分析記事 • Aug 07Hansen Technologies Limited's (ASX:HSN) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Hansen Technologies Limited's ( ASX:HSN ) price-to-earnings (or "P/E") ratio of 19x...お知らせ • Jun 26Hansen Technologies Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Hansen Technologies Limited announced that they will report fiscal year 2024 results on Aug 21, 2024Major Estimate Revision • Feb 27Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from AU$334.6m to AU$351.0m. EPS estimate fell from AU$0.212 to AU$0.148 per share. Net income forecast to shrink 21% next year vs 43% growth forecast for Software industry in Australia . Consensus price target down from AU$6.22 to AU$5.98. Share price fell 14% to AU$4.82 over the past week.Declared Dividend • Feb 23First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.08 in 1H 2023)First half 2024 results: EPS: AU$0.087 (up from AU$0.08 in 1H 2023). Revenue: AU$167.9m (up 13% from 1H 2023). Net income: AU$17.6m (up 8.9% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 13Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million.Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million on February 13, 2024. The acquisition has been 100% debt-funded from Hansen’s existing banking facility. Hansen Technologies Limited (ASX:HSN) completed the acquisition of powercloud GmbH on February 13, 2024.分析記事 • Feb 02What Hansen Technologies Limited's (ASX:HSN) P/E Is Not Telling YouWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...お知らせ • Jan 23Hansen Technologies Limited to Report First Half, 2024 Results on Feb 21, 2024Hansen Technologies Limited announced that they will report first half, 2024 results on Feb 21, 2024お知らせ • Oct 13Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023, at 11:01 AUS Eastern Standard Time. Agenda: To consider the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2023 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider adoption of Directors' Remuneration Report; to consider re-Election of Mr David Trude; to consider Re-Election of Mr David Howell; to consider Re-Election of Mr Don Rankin; and to consider other matters.Buying Opportunity • Aug 29Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be AU$6.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Price Target Changed • Aug 24Price target increased by 8.1% to AU$6.38Up from AU$5.91, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$5.68. Stock is up 13% over the past year. The company is forecast to post earnings per share of AU$0.22 for next year compared to AU$0.21 last year.お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.Reported Earnings • Aug 23Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: AU$0.21 (up from AU$0.21 in FY 2022). Revenue: AU$315.2m (up 6.3% from FY 2022). Net income: AU$42.8m (up 2.0% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Australia. 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 21% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions Derivative • Aug 16MD & Director exercised options to buy AU$1.2m worth of stock.On the 15th of August, Andrew Hansen exercised options to buy 213k shares at a strike price of around AU$5.31, costing a total of AU$1.1m. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since September 2022, Andrew has owned 35.28m shares directly. Company insiders have collectively bought AU$1.2m more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jul 28Hansen Technologies Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Hansen Technologies Limited announced that they will report fiscal year 2023 results on Aug 23, 2023お知らせ • Jun 19Hansen Technologies Limited Announces CEO ChangesHansen Technologies Ltd. advised that Managing Director and Chief Executive Officer, Andrew Hansen, will transition his operational tasks to Chief Development Officer and former Chief Financial Officer (CFO), Graeme Taylor, who will become the Chief Executive Officer (CEO) effective immediately. Andrew will remain as Managing Director to allow him more time to focus on Hansen's strategic growth activities. Graeme will continue to report to Andrew and through into the Board. This transition fulfils a well-defined and long-established plan by Andrew and the Board, which enables Andrew to spend more time on global strategies focused on growth, including Hansen's merger and acquisition (M&A) activities, as Graeme oversees the day-to-day operations as CEO. Andrew remains committed to the success of Hansen both as a shareholder and Managing Director. Graeme is a seasoned technology executive having worked alongside Andrew and the executive management team for almost a decade, including as CFO between 2014 to 2023 and most recently Chief Development Officer when, based in London, he oversaw M&A and other strategic projects across Europe. Graeme has relocated back to Melbourne, Australia, following the successful transition of the CFO function to Richard English announced to the ASX on 22 February 2023. Graeme brings more than 30 years of experience to the role including a deep understanding of the business from an operational, financial, and commercial perspective both domestically and internationally.Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.08 (down from AU$0.12 in 1H 2022). Revenue: AU$149.6m (flat on 1H 2022). Net income: AU$16.2m (down 31% from 1H 2022). Profit margin: 11% (down from 16% in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 19Hansen Technologies Limited to Report First Half, 2023 Results on Feb 22, 2023Hansen Technologies Limited announced that they will report first half, 2023 results on Feb 22, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 19Hansen Technologies Limited, Annual General Meeting, Nov 24, 2022Hansen Technologies Limited, Annual General Meeting, Nov 24, 2022, at 11:01 AUS Eastern Standard Time. Agenda: To table the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2022 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider Adoption of Directors' Remuneration Report; to consider Re-Election of Mr Bruce Adams; to consider Election of Ms Lisa Pendlebury; to consider Grant of Performance Rights to Chief Executive Officer/Managing Director Mr Andrew Hansen for financial year ending 30 June 2023; to consider Non-Executive Directors' Remuneration; to consider Re-Adoption of the Performance Rights Plan; and to consider other matters.Buying Opportunity • Oct 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be AU$5.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 5.3% per annum over the same time period.Recent Insider Transactions • Sep 06Independent Non-Executive Director recently bought AU$50k worth of stockOn the 2nd of September, David Howell bought around 11k shares on-market at roughly AU$4.76 per share. This transaction amounted to 32% 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 the only on-market transaction from insiders over the last 12 months.Major Estimate Revision • Aug 30Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from AU$0.21 to AU$0.18 per share. Revenue forecast steady at AU$309.0m. Net income forecast to shrink 12% next year vs 15% growth forecast for Software industry in Australia . Consensus price target broadly unchanged at AU$5.83. Share price fell 15% to AU$4.80 over the past week.Reported Earnings • Aug 24Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: AU$0.21 (down from AU$0.29 in FY 2021). Revenue: AU$297.4m (down 3.4% from FY 2021). Net income: AU$41.9m (down 27% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.2%, compared to a 39% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Aug 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be AU$6.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.お知らせ • Aug 24Hansen Technologies Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on 21 September, 2022Hansen Technologies Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.05000000 with Record Date 30 August, 2022; Ex Date 29 August, 2022 and Payment Date to be 21 September, 2022.Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.90, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Software industry in Australia. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.62 per share.お知らせ • Jul 08Hansen Technologies Limited to Report Fiscal Year 2022 Results on Aug 24, 2022Hansen Technologies Limited announced that they will report fiscal year 2022 results on Aug 24, 2022Buying Opportunity • Jun 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$6.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 0.04% per annum over the same time period.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Mar 02Less than half of directors are independentFollowing Non-Executive Director Lisa Pendlebury's arrival on 01 March 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$6.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 44% per annum over the last 3 years.お知らせ • Feb 25Hansen Technologies Limited Announces Appointment of Lisa Pendlebury as Non-Executive Director, Effective March 1, 2022Hansen Technologies Limited announced the appointment of Lisa Pendlebury to position of Non-Executive Director with effect from 1 March 2022. Lisa is a highly experienced executive who has worked in the pharmaceutical, consumer products and finance industry for more than 20 years. She started her career in investment banking at JP Morgan before moving to private equity with CVC Capital Partners. She held various roles in business development and strategy at Pacific Brands. For the last 12 years she has worked in the pharmaceutical industry at Mayne Pharma and has been an executive on the senior leadership team. Lisa has extensive experience in business development, mergers and acquisitions, corporate strategy, investor relations, financial reporting, corporate governance, remuneration and sustainability.Reported Earnings • Feb 22First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: EPS: AU$0.12 (up from AU$0.10 in 1H 2021). Revenue: AU$148.9m (up 4.7% from 1H 2021). Net income: AU$23.4m (up 15% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is expected to shrink by 3.5% compared to a 30% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 21Hansen Technologies Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended December 31, 2021, Payable March 21, 2022HANSEN TECHNOLOGIES LIMITED announced ORDINARY FULLY PAID dividend relates to a period of six months ended December 31, 2021. For the period, the company declared dividend of AUD 0.07000000. Record Date is February 25, 2022. Ex Date is February 24, 2022. Payment Date is March 21, 2022.お知らせ • Jan 31+ 1 more updateHansen Technologies Limited Announces Resignation of Jennifer Douglas as DirectorHansen Technologies announced that Jennifer Douglas has resigned as a Director with effect from 5pm on 28 February 2022. Ms Douglas will also stand down from her positions on the Audit and Risk and Remuneration Committees.Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Don Rankin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 06BGH Capital Fund I managed by BGH Capital cancelled the acquisition of Hansen Technologies Limited (ASX:HSN).BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion on June 7, 2021. Under the terms, the offer price per share is AUD 6.5 in cash. The cash consideration price will be reduced by the value of any dividends or other distributions declared, proposed, or paid after date of the offer letter. The price also assumes that Hansen achieves its FY21 earnings guidance. The proposal is subject a number of conditions, including the Board of Hansen, other than Andrew Hansen, announcing that it intends to unanimously recommend the proposal to shareholders in the absence of a superior proposal, subject to an independent expert opining that the scheme is in the best interests of shareholders, and subject to execution of a scheme implementation deed (SID ) reflecting agreed commercial terms and otherwise customary terms, including Foreign Investment Review Board approval. Entry into the SID will be subject to the satisfactory completion of due diligence, Hansen does not sell or agree to sell any material asset in the company, finalization of debt commitments for the transaction and final approval to submit a binding proposal from the BGH Investment Committee. The Board of Directors of Hansen intend to unanimously recommend this offer. A period of exclusive due diligence access has been granted, which is to commence on the date of the Process and Exclusivity Deed and will run for a period of six weeks following provision of due diligence materials ("Exclusivity Period"). The exclusivity provisions that will apply during the Exclusivity Period include customary "no shop", “no talk”, "no due diligence" and notification protections to match any Competing Proposal. GrilloHiggins Lawyers acted as legal advisor to Hansen Technologies. The parties have agreed that this Virtual Data Room has been populated in such a way that the Exclusivity Period under the Process and Exclusivity Deed between Hansen and BGH Capital will end on August 25, 2021. As reported on June 16, 2021, Hansen was last night provided with an executed copy of a Co-operation Agreement entered between Othonna Pty Ltd as trustee for the Hansen Property Trust and BGH. Under the co-operation agreement, Othonna has agreed to support the proposal if it proceeds and (subject to tax advice) receive shares in the ultimate holding company of the acquiring entity in respect of certain shares held by Othonna. The exclusivity arrangements and period under that co-operation agreement correspond to those under the separate co-operation agreement entered between Andrew Hansen and BGH which was attached to the Form 603 referenced above. Hansen has established an Independent Board Committee comprising independent directors David Howell, David Trude, Jennifer Douglas and Don Rankin in relation to the proposal. Andrew Hansen is not a member of the IBC, nor are the other Directors of Hansen, Bruce Adams and David Osborne. Andrew Hansen and David Osborne are the sole shareholders of Othonna in their capacity as executors of the estate of Yvonne Hansen. UBS Australia Limited acted as financial advisor for the independent Board committee of Hansen Technologies. As on August 26, 2021, Hansen has agreed to extend the Exclusivity Period under the Process and Exclusivity Deed and clause 6.8 of that deed will no longer apply. The Exclusivity Period will now end on September 10, 2021. BGH Capital Fund I managed by BGH Capital cancelled the acquisition of Hansen Technologies Limited (ASX:HSN) on September 6, 2021. BGH Capital has decided to withdraw its unsolicited Proposal to acquire Hansen. Accordingly, discussions with BGH Capital in relation to the Proposal have now ceased and the Process and Exclusivity Deed between BGH Capital and Hansen has been terminated. Hansen has also been advised that the Co-operation Agreements entered into between BGH Capital and Andrew Hansen and, separately, Othonna Pty Limited (as trustee for the Hansen Property Trust) have been terminated.Price Target Changed • Sep 06Price target decreased to AU$6.33Down from AU$6.83, the current price target is an average from 3 analysts. New target price is 13% above last closing price of AU$5.60. Stock is up 49% over the past year.Recent Insider Transactions Derivative • Sep 04MD, CEO & Director exercised options to buy AU$1.4m worth of stock.On the 27th of August, Andrew Hansen exercised options to buy 223k shares at a strike price of around AU$6.21, costing a total of AU$1.4m. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since June 2021, Andrew has owned 34.83m shares directly. This was the only transaction from an insider over the last 12 months.Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.29 (vs AU$0.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$307.7m (up 2.1% from FY 2020). Net income: AU$57.3m (up 123% from FY 2020). Profit margin: 19% (up from 8.5% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 06Hansen Technologies Limited's Ordinary Shares to Be Deleted from Other OTCHansen Technologies Limited's Ordinary Shares will be deleted from other OTC effective from August 5, 2021 due to Inactive Security.お知らせ • Jun 08BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion.BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion on June 7, 2021. Under the terms, the offer price per share is AUD 6.5 in cash. The cash consideration price will be reduced by the value of any dividends or other distributions declared, proposed, or paid after date of the offer letter. The price also assumes that Hansen achieves its FY21 earnings guidance. The proposal is subject a number of conditions, including the Board of Hansen, other than Andrew Hansen, announcing that it intends to unanimously recommend the proposal to shareholders in the absence of a superior proposal, subject to an independent expert opining that the scheme is in the best interests of shareholders, and subject to execution of a scheme implementation deed (SID ) reflecting agreed commercial terms and otherwise customary terms, including Foreign Investment Review Board approval. Entry into the SID will be subject to the satisfactory completion of due diligence, Hansen does not sell or agree to sell any material asset in the company, finalisation of debt commitments for the transaction and final approval to submit a binding proposal from the BGH Investment Committee. The Board of Directors of Hansen intend to unanimously recommend this offer. A period of exclusive due diligence access has been granted, which is to commence on the date of the Process and Exclusivity Deed and will run for a period of six weeks following provision of due diligence materials ("Exclusivity Period"). The exclusivity provisions that will apply during the Exclusivity Period include customary "no shop", “no talk”, "no due diligence" and notification protections to match any Competing Proposal. GrilloHiggins Lawyers acted as legal advisor to Hansen Technologies.Price Target Changed • Jun 07Price target increased to AU$6.22Up from AU$5.70, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$6.35. Stock is up 101% over the past year.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to AU$6.35, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 33x in the Software industry in Australia. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.68 per share.分析記事 • May 02Should You Buy Hansen Technologies Limited (ASX:HSN) For Its Dividend?Is Hansen Technologies Limited ( ASX:HSN ) a good dividend stock? How can we tell? Dividend paying companies with...財務状況分析短期負債: HSNの 短期資産 ( A$189.4M ) が 短期負債 ( A$123.2M ) を超えています。長期負債: HSNの短期資産 ( A$189.4M ) が 長期負債 ( A$152.2M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: HSNの 純負債対資本比率 ( 13.3% ) は 満足できる 水準であると考えられます。負債の削減: HSNの負債対資本比率は、過去 5 年間で56.9%から27.9%に減少しました。債務返済能力: HSNの負債は 営業キャッシュフロー によって 十分にカバー されています ( 108.5% )。インタレストカバレッジ: HSNの負債に対する 利息支払い は EBIT ( 22.1 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/06/10 21:44終値2026/06/10 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Hansen Technologies Limited 7 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。9 アナリスト機関Nicholas McGarrigleBarrenjoey Markets Pty LimitedJosh KannourakisBarrenjoey Markets Pty LimitedAnnabel LiGoldman Sachs6 その他のアナリストを表示
分析記事 • Nov 12Is Hansen Technologies (ASX:HSN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Aug 06Hansen Technologies Limited's Ordinary Shares to Be Deleted from Other OTCHansen Technologies Limited's Ordinary Shares will be deleted from other OTC effective from August 5, 2021 due to Inactive Security.
ナラティブの更新 • Jun 03HSN: Cloud SaaS Deals And AI Customer Engagement Will Support Upside PotentialAnalysts have nudged their price target on Hansen Technologies slightly higher to A$5.30, reflecting updated assumptions for revenue growth, profit margins and future P/E that are broadly consistent with prior estimates. What's in the News Hansen Technologies partnered with Los Angeles County Waterworks Districts to replace legacy customer information systems with a cloud-based SaaS platform focused on digital-first customer engagement and AI-driven service, as approved by the Los Angeles County Board of Supervisors in March 2026.
ナラティブの更新 • May 15HSN: Cloud Partnerships And 2026 Second Half Outlook Will Support Upside PotentialAnalysts have revised their price target on Hansen Technologies to A$5.30, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that together leave their fair value view broadly unchanged at A$5.30. What's in the News Hansen Technologies partnered with Los Angeles County Waterworks Districts to replace legacy customer information systems with a cloud-based SaaS platform that supports web and phone self-service, including an AI Virtual Agent for high-volume customer interactions such as billing, payments, and service requests (Client announcement).
ナラティブの更新 • Apr 28HSN: Canadian Partnership And 2026 Second Half Outlook Will Shape Steady ProspectsAnalysts have modestly adjusted their price target on Hansen Technologies, reflecting small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions. The updated target now sits slightly above the prior level in A$ terms.
ナラティブの更新 • Apr 10HSN: Canadian Partnership And 2026 Second Half Outlook Will Support UpsideAnalysts have made only a slight adjustment to their A$ price target for Hansen Technologies, reflecting largely unchanged fair value estimates, along with small tweaks to discount rate, revenue growth and profit margin assumptions within their P/E based models. What's in the News Hansen Technologies entered into a partnership with ERTH Holdings Inc.
ナラティブの更新 • Mar 24HSN: Fair Pricing Will Reflect 2026 Second Half Revenue ExpectationsAnalysts have made a modest adjustment to their price target for Hansen Technologies, keeping fair value around A$5.30 as they factor in slightly updated assumptions for the discount rate, revenue growth, profit margin and future P/E multiples. What's in the News Hansen Technologies issued new earnings guidance for the second half of 2026, giving you a clearer view of management expectations for that period (Key Developments).
ナラティブの更新 • Mar 10HSN: Fair Pricing Will Reflect Tighter Assumptions And 2026 Revenue GuidanceAnalysts have kept their A$ price target for Hansen Technologies broadly in line with prior views, citing only minor tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions rather than any material shift in the investment case. What's in the News Hansen Technologies issued earnings guidance for the second half of 2026, giving investors a time frame to watch for the next set of financial results (Key Developments).
ナラティブの更新 • Feb 23HSN: Fair Pricing Will Reflect Modest Margin Uplift And 2026 Revenue OutlookAnalysts have adjusted their price target for Hansen Technologies to A$5.30. The change reflects updated views on fair value, a slightly higher discount rate, more moderate revenue growth assumptions, and a small uplift in expected profit margins and future P/E.
Declared Dividend • Feb 20First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 23rd February 2026 Payment date: 27th March 2026 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 19First half 2026 earnings released: EPS: AU$0.11 (vs AU$0 in 1H 2025)First half 2026 results: EPS: AU$0.11 (up from AU$0 in 1H 2025). Revenue: AU$191.3m (up 7.3% from 1H 2025). Net income: AU$22.0m (up AU$22.0m from 1H 2025). Profit margin: 12% (up from 0% in 1H 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 4% per year.
ナラティブの更新 • Feb 08HSN: Fair Pricing Will Reflect Slightly Higher Margins And Earnings OutlookAnalysts have slightly increased their Hansen Technologies price target to reflect updated assumptions around discount rate, revenue growth and profit margin, while keeping the implied fair value broadly steady at about A$4.99 per share. Valuation Changes Fair Value: Model fair value per share is unchanged at about A$4.99.
ナラティブの更新 • Jan 24HSN: Fair Pricing Will Reflect Slightly Improved Margins And Earnings OutlookAnalysts have trimmed their price target on Hansen Technologies, citing only slight changes in the discount rate, revenue growth assumptions, profit margin outlook and forward P/E expectations as the basis for the adjustment. Valuation Changes Fair Value: The fair value estimate remains unchanged at 4.99, indicating no adjustment to the central valuation point.
お知らせ • Jan 12Hansen Technologies Limited to Report First Half, 2026 Results on Feb 18, 2026Hansen Technologies Limited announced that they will report first half, 2026 results on Feb 18, 2026
ナラティブの更新 • Jan 09HSN: Fair Pricing Will Reflect Slightly Higher Margins And Earnings ExpectationsAnalysts have lifted their price target on Hansen Technologies by roughly A$0.05, pointing to slightly higher assumed revenue growth, a small improvement in profit margins, and a marginally lower discount rate that together feed into their updated valuation framework. Valuation Changes Fair Value: Model fair value per share is unchanged at A$4.99.
お知らせ • Jan 02Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd.Hansen Technologies Limited (ASX:HSN) entered into a binding agreement to acquire Digitalk Group Holdings Ltd for £33.1 million on November 5, 2025. A cash consideration of £33.1 million will be paid by Hansen Technologies Limited. As part of consideration, £33.1 million is paid towards common equity of Digitalk Group Holdings Ltd. The transaction to be funded through a combination of existing cash reserves and debt. Debt facility has been increased by £15.3 million. For the period ending June 30, 2025, Digitalk Group Holdings Ltd reported total revenue of £10.5 million and EBITDA of £3.3 million, reflecting an acquisition multiple of approximately 10x enterprise value to Cash EBITDA. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete by the end of 2025. The transaction is expected to be immediately accretive to Adjusted Earnings Per Share, supported by strong recurring revenue and profitability. Hansen Technologies Limited (ASX:HSN) completed the acquisition of Digitalk Group Holdings Ltd on December 31, 2025.
ナラティブの更新 • Dec 14HSN: Fair Pricing Is Expected To Balance Margin And Earnings RisksAnalysts have raised their price target on Hansen Technologies by approximately $0.10, citing expectations for faster top line growth, slightly higher profit margins, and a modestly lower future P E multiple. Together these factors support a small uplift in fair value despite a marginally higher discount rate.
Recent Insider Transactions • Nov 27Key Executive recently sold AU$292k worth of stockOn the 26th of November, David Trude sold around 50k shares on-market at roughly AU$5.84 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
分析記事 • Nov 11Hansen Technologies Limited's (ASX:HSN) Popularity With Investors Is Under Threat From OverpricingWith a price-to-earnings (or "P/E") ratio of 28.8x Hansen Technologies Limited ( ASX:HSN ) may be sending bearish...
お知らせ • Oct 17Bruce Adams Does Not Intend to Seek Re-Election as a Non-Executive Director of Hansen Technologies Limited's Annual General Meeting in NovemberHansen Technologies Limited announced that Bruce Adams has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November. Bruce's term as Non-Executive Director of Hansen will cease at the conclusion of the Group's Annual General Meeting. Bruce has served as a continuous Non-Executive Director of Hansen since March 2000, including roles as Deputy Chair and Member of the Remuneration Committee. Bruce's association with Hansen began in 1990 in the capacity of external legal adviser, and since joining the Board in 2000, he has played a pivotal role in guiding Hansen's governance and strategic direction. His legal expertise and steady leadership have been instrumental in shaping the company's growth and success. Following Bruce's decision not to seek re-election, Hansen Technologies will announce a new Deputy Chair at the Annual General Meeting.
Buy Or Sell Opportunity • Oct 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to AU$5.55. The fair value is estimated to be AU$6.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Oct 08Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025Hansen Technologies Limited, Annual General Meeting, Nov 20, 2025.
Declared Dividend • Aug 22Final dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 25th August 2025 Payment date: 19th September 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (47% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 21Hansen Technologies Limited Declares Ordinary Dividend for Six Months Ended June 30, 2025, Payable on September 19, 2025Hansen Technologies Limited declared ordinary dividend of AUD 0.05000000 for six months ended June 30, 2025. Record Date: August 26, 2025. Ex Date: August 25, 2025. Payment Date: September 19, 2025.
Buy Or Sell Opportunity • Aug 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to AU$5.60. The fair value is estimated to be AU$7.01, 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 declined by 23%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 9.7% per annum over the same time period.
分析記事 • Aug 04Hansen Technologies Limited's (ASX:HSN) Shares Climb 26% But Its Business Is Yet to Catch UpHansen Technologies Limited ( ASX:HSN ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Jul 23Hansen Technologies' (ASX:HSN) Returns Have Hit A WallWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Major Estimate Revision • Jul 15Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from AU$400.3m to AU$392.9m. EPS estimate rose from AU$0.119 to AU$0.153. Net income forecast to grow 1,084% next year vs 37% growth forecast for Software industry in Australia. Consensus price target up from AU$6.20 to AU$6.46. Share price rose 14% to AU$5.56 over the past week.
お知らせ • Jul 10Hansen Technologies Limited to Report Fiscal Year 2025 Results on Aug 20, 2025Hansen Technologies Limited announced that they will report fiscal year 2025 results on Aug 20, 2025
New Risk • Jun 24New major risk - Revenue and earnings growthEarnings have declined by 5.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 5.8% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin).
Buy Or Sell Opportunity • May 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to AU$5.13. The fair value is estimated to be AU$6.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 38%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 34% per annum over the same time period.
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. Independent Non-Executive Director Rebecca Wilson was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Feb 25Consensus EPS estimates increase by 10%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from AU$0.106 to AU$0.117. Revenue forecast steady at AU$401.4m. Net income forecast to grow 866% next year vs 38% growth forecast for Software industry in Australia. Consensus price target broadly unchanged at AU$6.24. Share price fell 11% to AU$5.07 over the past week.
分析記事 • Feb 21Hansen Technologies (ASX:HSN) Will Pay A Dividend Of A$0.05The board of Hansen Technologies Limited ( ASX:HSN ) has announced that it will pay a dividend on the 27th of March...
Declared Dividend • Feb 21First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 24th February 2025 Payment date: 27th March 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 6x earnings) nor is it covered by cash flows (122% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 591% to bring the payout ratio under control. EPS is expected to grow by 140% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Feb 20First half 2025 earnings released: EPS: AU$0 (vs AU$0.087 in 1H 2024)First half 2025 results: EPS: AU$0 (down from AU$0.087 in 1H 2024). Revenue: AU$178.9m (up 6.6% from 1H 2024). Net income: AU$70.0k (down 100% from 1H 2024). Profit margin: 0% (down from 11% in 1H 2024). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Feb 19New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.0% net profit margin). Significant insider selling over the past 3 months (AU$38m sold).
お知らせ • Feb 19+ 2 more updatesHansen Technologies Limited Launches AI-Powered Virtual Agent to Enhance Customer ExperienceHansen Technologies Limited is unveiling an advanced AI solution to enhance the customer support experience. Hansen’s AI Virtual Agent is a Conversational (ConvAI) and Generative AI (GenAI) solution that is designed to integrate with Customer Information Systems (CIS) and is optimised for Hansen CIS, supporting diverse customer care needs. These can include setting up new accounts, updating personal information, processing bill payments, arranging payment plans, and transferring services. As utility and communications companies around the globe work to enhance customer satisfaction while alleviating pressure on overburdened call centre staff, those leading the charge are achieving success by delivering intelligent, seamless customer experiences—without compromising on cost efficiency. However, early AI-based customer support solutions fell short, struggling with limited natural language processing capabilities and a lack of industry-specific expertise. As a result, they were unable to handle the complexity and high volume of customer interactions spanning multiple communication channels.
Buy Or Sell Opportunity • Feb 12Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at AU$5.66. The fair value is estimated to be AU$7.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 22% per annum over the same time period.
新しいナラティブ • Feb 09Integration Of Powercloud Will Leverage German Energy Sector's Digital Transformation Integration of powercloud in Germany and AI investments are opportunities for revenue growth and improved service bundling.
お知らせ • Jan 20Hansen Technologies Limited to Report First Half, 2025 Results on Feb 19, 2025Hansen Technologies Limited announced that they will report first half, 2025 results on Feb 19, 2025
お知らせ • Jan 15Hansen Strengthens Community Solar Reach Across the United States, Targets New Growth OpportunitiesHansen Technologies announced that its Hansen CIS Community Solar Solution now supports customers across ten US states, with Colorado and Illinois being the latest additions to its expanding footprint. These two states are investing significantly to enable access for more Americans to more renewable energy options. Colorado has its Colorado Solar for All program and is focused on modernizing its Community Solar program; Illinois aims to have 50% of its electricity sourced from renewable sources by 2040, with initiatives ranging from its Future Energy Jobs Act and Illinois Solar for All. According to a recent study by the NREL (National Renewable Energy Laboratory), the technical potential for community solar in the United States points to Community Solar theoretically growing to serve all residential electricity customers who are unable to adopt behind-the-meter solar power, including low- to moderate-income households. veteran solar developer and infrastructure company, Cenergy Power, is leveraging Hansen's Community Solar Solution in Maine, with plans to expand into other states.
分析記事 • Nov 12Is Hansen Technologies (ASX:HSN) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 15David Osborne Not to Stand for Re-Election as Non-Executive Director of Hansen Technologies Limited on 21 November 2024Hansen Technologies Ltd. announced that David Osborne has informed the company that he does not intend to seek re-election as a Non-Executive Director at Hansen's Annual General Meeting in November 2024. David's term as a Non-Executive Director of the Hansen Group will cease at the conclusion of the Group's Annual General Meeting on the November 21, 2024. David's association with Hansen commenced in 1987 as an external chartered accountant advising the group before his appointment as a director in 1997 until 2000. Since then, his professional support and expertise has been an instrumental part of the growth and success of the Group. David has been a continuous Non-Executive Director of the Group since 1st March 2006 and is a Member of the Audit and Risk Committee. With the appointment of Rebecca Wilson to the position of Non-Executive Director with effect from 28 March 2024, David's Non-Executive Director position will not be replaced.
お知らせ • Oct 14Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024Hansen Technologies Limited, Annual General Meeting, Nov 21, 2024.
Declared Dividend • Aug 23Final dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 26th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (53% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 7.2% to bring the payout ratio under control. EPS is expected to grow by 78% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Aug 23Hansen Technologies Limited Announces Ordinary Dividend for Six Months Ended June 30, 2024, Payable on September 20, 2024Hansen Technologies Limited announced ordinary dividend of AUD 0.05000000 for six months ended June 30, 2024. Record Date: August 27, 2024. Ex Date: August 26, 2024. Payment Date: September 20, 2024.
New Risk • Aug 22New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.0% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 22Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: AU$0.10 (down from AU$0.21 in FY 2023). Revenue: AU$353.1m (up 13% from FY 2023). Net income: AU$21.1m (down 51% from FY 2023). Profit margin: 6.0% (down from 14% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 28%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Aug 22Consensus EPS estimates fall by 24%, revenue upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from AU$388.3m to AU$401.5m. EPS estimate fell from AU$0.18 to AU$0.137 per share. Net income forecast to shrink 35% next year vs 61% growth forecast for Software industry in Australia . Consensus price target broadly unchanged at AU$5.74. Share price rose 6.5% to AU$4.57 over the past week.
分析記事 • Aug 07Hansen Technologies Limited's (ASX:HSN) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Hansen Technologies Limited's ( ASX:HSN ) price-to-earnings (or "P/E") ratio of 19x...
お知らせ • Jun 26Hansen Technologies Limited to Report Fiscal Year 2024 Results on Aug 21, 2024Hansen Technologies Limited announced that they will report fiscal year 2024 results on Aug 21, 2024
Major Estimate Revision • Feb 27Consensus EPS estimates fall by 30%, revenue upgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast increased from AU$334.6m to AU$351.0m. EPS estimate fell from AU$0.212 to AU$0.148 per share. Net income forecast to shrink 21% next year vs 43% growth forecast for Software industry in Australia . Consensus price target down from AU$6.22 to AU$5.98. Share price fell 14% to AU$4.82 over the past week.
Declared Dividend • Feb 23First half dividend of AU$0.05 announcedDividend of AU$0.05 is the same as last year. Ex-date: 26th February 2024 Payment date: 21st March 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22First half 2024 earnings released: EPS: AU$0.087 (vs AU$0.08 in 1H 2023)First half 2024 results: EPS: AU$0.087 (up from AU$0.08 in 1H 2023). Revenue: AU$167.9m (up 13% from 1H 2023). Net income: AU$17.6m (up 8.9% from 1H 2023). Profit margin: 11% (in line with 1H 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million.Hansen Technologies Limited (ASX:HSN) acquired powercloud GmbH for €30 million on February 13, 2024. The acquisition has been 100% debt-funded from Hansen’s existing banking facility. Hansen Technologies Limited (ASX:HSN) completed the acquisition of powercloud GmbH on February 13, 2024.
分析記事 • Feb 02What Hansen Technologies Limited's (ASX:HSN) P/E Is Not Telling YouWhen close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 18x, you may consider...
お知らせ • Jan 23Hansen Technologies Limited to Report First Half, 2024 Results on Feb 21, 2024Hansen Technologies Limited announced that they will report first half, 2024 results on Feb 21, 2024
お知らせ • Oct 13Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023Hansen Technologies Limited, Annual General Meeting, Nov 23, 2023, at 11:01 AUS Eastern Standard Time. Agenda: To consider the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2023 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider adoption of Directors' Remuneration Report; to consider re-Election of Mr David Trude; to consider Re-Election of Mr David Howell; to consider Re-Election of Mr Don Rankin; and to consider other matters.
Buying Opportunity • Aug 29Now 22% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be AU$6.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Price Target Changed • Aug 24Price target increased by 8.1% to AU$6.38Up from AU$5.91, the current price target is an average from 6 analysts. New target price is 12% above last closing price of AU$5.68. Stock is up 13% over the past year. The company is forecast to post earnings per share of AU$0.22 for next year compared to AU$0.21 last year.
お知らせ • Aug 23+ 1 more updateHansen Technologies Limited Declares Final Dividend for the Six Months Ended June 20, 2023, Payable on 20 September 2023The Board of Hansen Technologies Limited has declared a final dividend of 5.0 cents per share, partially franked to 1.5 cents per share for the six months ended June 20, 2023. The record date for the final dividend is 29 August 2023 and the payment date is 20 September 2023. The Dividend Reinvestment Plan (DRP) will again be available to shareholders with no discount. The DRP election cut- off date will be 30 August 2023. Ex date is August 28, 2023.
Reported Earnings • Aug 23Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: AU$0.21 (up from AU$0.21 in FY 2022). Revenue: AU$315.2m (up 6.3% from FY 2022). Net income: AU$42.8m (up 2.0% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Australia. 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 21% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions Derivative • Aug 16MD & Director exercised options to buy AU$1.2m worth of stock.On the 15th of August, Andrew Hansen exercised options to buy 213k shares at a strike price of around AU$5.31, costing a total of AU$1.1m. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since September 2022, Andrew has owned 35.28m shares directly. Company insiders have collectively bought AU$1.2m more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jul 28Hansen Technologies Limited to Report Fiscal Year 2023 Results on Aug 23, 2023Hansen Technologies Limited announced that they will report fiscal year 2023 results on Aug 23, 2023
お知らせ • Jun 19Hansen Technologies Limited Announces CEO ChangesHansen Technologies Ltd. advised that Managing Director and Chief Executive Officer, Andrew Hansen, will transition his operational tasks to Chief Development Officer and former Chief Financial Officer (CFO), Graeme Taylor, who will become the Chief Executive Officer (CEO) effective immediately. Andrew will remain as Managing Director to allow him more time to focus on Hansen's strategic growth activities. Graeme will continue to report to Andrew and through into the Board. This transition fulfils a well-defined and long-established plan by Andrew and the Board, which enables Andrew to spend more time on global strategies focused on growth, including Hansen's merger and acquisition (M&A) activities, as Graeme oversees the day-to-day operations as CEO. Andrew remains committed to the success of Hansen both as a shareholder and Managing Director. Graeme is a seasoned technology executive having worked alongside Andrew and the executive management team for almost a decade, including as CFO between 2014 to 2023 and most recently Chief Development Officer when, based in London, he oversaw M&A and other strategic projects across Europe. Graeme has relocated back to Melbourne, Australia, following the successful transition of the CFO function to Richard English announced to the ASX on 22 February 2023. Graeme brings more than 30 years of experience to the role including a deep understanding of the business from an operational, financial, and commercial perspective both domestically and internationally.
Reported Earnings • Feb 23First half 2023 earnings released: EPS: AU$0.08 (vs AU$0.12 in 1H 2022)First half 2023 results: EPS: AU$0.08 (down from AU$0.12 in 1H 2022). Revenue: AU$149.6m (flat on 1H 2022). Net income: AU$16.2m (down 31% from 1H 2022). Profit margin: 11% (down from 16% in 1H 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 19Hansen Technologies Limited to Report First Half, 2023 Results on Feb 22, 2023Hansen Technologies Limited announced that they will report first half, 2023 results on Feb 22, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 19Hansen Technologies Limited, Annual General Meeting, Nov 24, 2022Hansen Technologies Limited, Annual General Meeting, Nov 24, 2022, at 11:01 AUS Eastern Standard Time. Agenda: To table the financial report of the Company and its controlled entities and the related reports of the Directors and Auditors for the year ended 30 June 2022 and to provide members with the opportunity to raise any issues or ask any questions generally of the Directors; to consider Adoption of Directors' Remuneration Report; to consider Re-Election of Mr Bruce Adams; to consider Election of Ms Lisa Pendlebury; to consider Grant of Performance Rights to Chief Executive Officer/Managing Director Mr Andrew Hansen for financial year ending 30 June 2023; to consider Non-Executive Directors' Remuneration; to consider Re-Adoption of the Performance Rights Plan; and to consider other matters.
Buying Opportunity • Oct 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be AU$5.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings is also forecast to grow by 5.3% per annum over the same time period.
Recent Insider Transactions • Sep 06Independent Non-Executive Director recently bought AU$50k worth of stockOn the 2nd of September, David Howell bought around 11k shares on-market at roughly AU$4.76 per share. This transaction amounted to 32% 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 the only on-market transaction from insiders over the last 12 months.
Major Estimate Revision • Aug 30Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from AU$0.21 to AU$0.18 per share. Revenue forecast steady at AU$309.0m. Net income forecast to shrink 12% next year vs 15% growth forecast for Software industry in Australia . Consensus price target broadly unchanged at AU$5.83. Share price fell 15% to AU$4.80 over the past week.
Reported Earnings • Aug 24Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: AU$0.21 (down from AU$0.29 in FY 2021). Revenue: AU$297.4m (down 3.4% from FY 2021). Net income: AU$41.9m (down 27% from FY 2021). Profit margin: 14% (down from 19% in FY 2021). The decrease in margin was primarily driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 3.2%, compared to a 39% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Aug 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 3.2%. The fair value is estimated to be AU$6.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last 3 years. Earnings per share has grown by 38%. For the next 3 years, revenue is forecast to grow by 2.5% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.
お知らせ • Aug 24Hansen Technologies Limited Announces Dividend for the Six Months Ended June 30, 2022, Payable on 21 September, 2022Hansen Technologies Limited announced dividend for the six months ended June 30, 2022. For the six months, the company reported dividend of AUD 0.05000000 with Record Date 30 August, 2022; Ex Date 29 August, 2022 and Payment Date to be 21 September, 2022.
Valuation Update With 7 Day Price Move • Aug 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to AU$4.90, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 28x in the Software industry in Australia. Total returns to shareholders of 49% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.62 per share.
お知らせ • Jul 08Hansen Technologies Limited to Report Fiscal Year 2022 Results on Aug 24, 2022Hansen Technologies Limited announced that they will report fiscal year 2022 results on Aug 24, 2022
Buying Opportunity • Jun 15Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be AU$6.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 1.7% per annum. Earnings is also forecast to grow by 0.04% per annum over the same time period.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Mar 02Less than half of directors are independentFollowing Non-Executive Director Lisa Pendlebury's arrival on 01 March 2022, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Don Rankin was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be AU$6.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 44% per annum over the last 3 years.
お知らせ • Feb 25Hansen Technologies Limited Announces Appointment of Lisa Pendlebury as Non-Executive Director, Effective March 1, 2022Hansen Technologies Limited announced the appointment of Lisa Pendlebury to position of Non-Executive Director with effect from 1 March 2022. Lisa is a highly experienced executive who has worked in the pharmaceutical, consumer products and finance industry for more than 20 years. She started her career in investment banking at JP Morgan before moving to private equity with CVC Capital Partners. She held various roles in business development and strategy at Pacific Brands. For the last 12 years she has worked in the pharmaceutical industry at Mayne Pharma and has been an executive on the senior leadership team. Lisa has extensive experience in business development, mergers and acquisitions, corporate strategy, investor relations, financial reporting, corporate governance, remuneration and sustainability.
Reported Earnings • Feb 22First half 2022 earnings: EPS exceeds analyst expectationsFirst half 2022 results: EPS: AU$0.12 (up from AU$0.10 in 1H 2021). Revenue: AU$148.9m (up 4.7% from 1H 2021). Net income: AU$23.4m (up 15% from 1H 2021). Profit margin: 16% (up from 14% in 1H 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.8%. Over the next year, revenue is expected to shrink by 3.5% compared to a 30% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 21Hansen Technologies Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended December 31, 2021, Payable March 21, 2022HANSEN TECHNOLOGIES LIMITED announced ORDINARY FULLY PAID dividend relates to a period of six months ended December 31, 2021. For the period, the company declared dividend of AUD 0.07000000. Record Date is February 25, 2022. Ex Date is February 24, 2022. Payment Date is March 21, 2022.
お知らせ • Jan 31+ 1 more updateHansen Technologies Limited Announces Resignation of Jennifer Douglas as DirectorHansen Technologies announced that Jennifer Douglas has resigned as a Director with effect from 5pm on 28 February 2022. Ms Douglas will also stand down from her positions on the Audit and Risk and Remuneration Committees.
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Non-Executive Director Don Rankin was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 06BGH Capital Fund I managed by BGH Capital cancelled the acquisition of Hansen Technologies Limited (ASX:HSN).BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion on June 7, 2021. Under the terms, the offer price per share is AUD 6.5 in cash. The cash consideration price will be reduced by the value of any dividends or other distributions declared, proposed, or paid after date of the offer letter. The price also assumes that Hansen achieves its FY21 earnings guidance. The proposal is subject a number of conditions, including the Board of Hansen, other than Andrew Hansen, announcing that it intends to unanimously recommend the proposal to shareholders in the absence of a superior proposal, subject to an independent expert opining that the scheme is in the best interests of shareholders, and subject to execution of a scheme implementation deed (SID ) reflecting agreed commercial terms and otherwise customary terms, including Foreign Investment Review Board approval. Entry into the SID will be subject to the satisfactory completion of due diligence, Hansen does not sell or agree to sell any material asset in the company, finalization of debt commitments for the transaction and final approval to submit a binding proposal from the BGH Investment Committee. The Board of Directors of Hansen intend to unanimously recommend this offer. A period of exclusive due diligence access has been granted, which is to commence on the date of the Process and Exclusivity Deed and will run for a period of six weeks following provision of due diligence materials ("Exclusivity Period"). The exclusivity provisions that will apply during the Exclusivity Period include customary "no shop", “no talk”, "no due diligence" and notification protections to match any Competing Proposal. GrilloHiggins Lawyers acted as legal advisor to Hansen Technologies. The parties have agreed that this Virtual Data Room has been populated in such a way that the Exclusivity Period under the Process and Exclusivity Deed between Hansen and BGH Capital will end on August 25, 2021. As reported on June 16, 2021, Hansen was last night provided with an executed copy of a Co-operation Agreement entered between Othonna Pty Ltd as trustee for the Hansen Property Trust and BGH. Under the co-operation agreement, Othonna has agreed to support the proposal if it proceeds and (subject to tax advice) receive shares in the ultimate holding company of the acquiring entity in respect of certain shares held by Othonna. The exclusivity arrangements and period under that co-operation agreement correspond to those under the separate co-operation agreement entered between Andrew Hansen and BGH which was attached to the Form 603 referenced above. Hansen has established an Independent Board Committee comprising independent directors David Howell, David Trude, Jennifer Douglas and Don Rankin in relation to the proposal. Andrew Hansen is not a member of the IBC, nor are the other Directors of Hansen, Bruce Adams and David Osborne. Andrew Hansen and David Osborne are the sole shareholders of Othonna in their capacity as executors of the estate of Yvonne Hansen. UBS Australia Limited acted as financial advisor for the independent Board committee of Hansen Technologies. As on August 26, 2021, Hansen has agreed to extend the Exclusivity Period under the Process and Exclusivity Deed and clause 6.8 of that deed will no longer apply. The Exclusivity Period will now end on September 10, 2021. BGH Capital Fund I managed by BGH Capital cancelled the acquisition of Hansen Technologies Limited (ASX:HSN) on September 6, 2021. BGH Capital has decided to withdraw its unsolicited Proposal to acquire Hansen. Accordingly, discussions with BGH Capital in relation to the Proposal have now ceased and the Process and Exclusivity Deed between BGH Capital and Hansen has been terminated. Hansen has also been advised that the Co-operation Agreements entered into between BGH Capital and Andrew Hansen and, separately, Othonna Pty Limited (as trustee for the Hansen Property Trust) have been terminated.
Price Target Changed • Sep 06Price target decreased to AU$6.33Down from AU$6.83, the current price target is an average from 3 analysts. New target price is 13% above last closing price of AU$5.60. Stock is up 49% over the past year.
Recent Insider Transactions Derivative • Sep 04MD, CEO & Director exercised options to buy AU$1.4m worth of stock.On the 27th of August, Andrew Hansen exercised options to buy 223k shares at a strike price of around AU$6.21, costing a total of AU$1.4m. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. Since June 2021, Andrew has owned 34.83m shares directly. This was the only transaction from an insider over the last 12 months.
Reported Earnings • Aug 26Full year 2021 earnings released: EPS AU$0.29 (vs AU$0.13 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: AU$307.7m (up 2.1% from FY 2020). Net income: AU$57.3m (up 123% from FY 2020). Profit margin: 19% (up from 8.5% in FY 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 06Hansen Technologies Limited's Ordinary Shares to Be Deleted from Other OTCHansen Technologies Limited's Ordinary Shares will be deleted from other OTC effective from August 5, 2021 due to Inactive Security.
お知らせ • Jun 08BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion.BGH Capital Fund I managed by BGH Capital made an offer to acquire Hansen Technologies Limited (ASX:HSN) for AUD 1.3 billion on June 7, 2021. Under the terms, the offer price per share is AUD 6.5 in cash. The cash consideration price will be reduced by the value of any dividends or other distributions declared, proposed, or paid after date of the offer letter. The price also assumes that Hansen achieves its FY21 earnings guidance. The proposal is subject a number of conditions, including the Board of Hansen, other than Andrew Hansen, announcing that it intends to unanimously recommend the proposal to shareholders in the absence of a superior proposal, subject to an independent expert opining that the scheme is in the best interests of shareholders, and subject to execution of a scheme implementation deed (SID ) reflecting agreed commercial terms and otherwise customary terms, including Foreign Investment Review Board approval. Entry into the SID will be subject to the satisfactory completion of due diligence, Hansen does not sell or agree to sell any material asset in the company, finalisation of debt commitments for the transaction and final approval to submit a binding proposal from the BGH Investment Committee. The Board of Directors of Hansen intend to unanimously recommend this offer. A period of exclusive due diligence access has been granted, which is to commence on the date of the Process and Exclusivity Deed and will run for a period of six weeks following provision of due diligence materials ("Exclusivity Period"). The exclusivity provisions that will apply during the Exclusivity Period include customary "no shop", “no talk”, "no due diligence" and notification protections to match any Competing Proposal. GrilloHiggins Lawyers acted as legal advisor to Hansen Technologies.
Price Target Changed • Jun 07Price target increased to AU$6.22Up from AU$5.70, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of AU$6.35. Stock is up 101% over the past year.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment improved over the past weekAfter last week's 20% share price gain to AU$6.35, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 33x in the Software industry in Australia. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at AU$5.68 per share.
分析記事 • May 02Should You Buy Hansen Technologies Limited (ASX:HSN) For Its Dividend?Is Hansen Technologies Limited ( ASX:HSN ) a good dividend stock? How can we tell? Dividend paying companies with...
