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REH logo

Reece Limited Stock Price

ASX:REH Community·AU$10.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

REH Share Price Performance

AU$16.33
6.15 (60.41%)
​
AU$18.00
Fair Value
AU$16.33
6.15 (60.41%)
9.3% undervalued intrinsic discount
AU$18.00
Fair Value
Price AU$16.33
AnalystHighTarget AU$18.00
AnalystConsensusTarget AU$16.36
AnalystLowTarget AU$11.45
Wed, 17 Jun 26
Fair ValueAU$18.00
Share Pricen/a

REH Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value AU$18 9.3% undervalued intrinsic discount

Digital Transformation Will Leverage Urbanization And Sustainable Demand

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value AU$16.36 Fairly Valued intrinsic discount

Network Expansion And Digital Investments Will Unlock Long-Term Demand

0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value AU$11.45 42.6% overvalued intrinsic discount

Inflation And Digital Shift Will Erode US And ANZ Margins

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
REH logo
Reece
Fairly Valued intrinsic discount
Updated

Network Expansion And Digital Investments Will Unlock Long-Term Demand

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
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REH logo
Reece
42.6% overvalued intrinsic discount

Inflation And Digital Shift Will Erode US And ANZ Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 24 Aug
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REH logo
Reece
9.3% undervalued intrinsic discount

Digital Transformation Will Leverage Urbanization And Sustainable Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Jun
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
REH logo

REH: Dividend Track And M&A Focus Will Support Measured Repricing Potential

Fair Value: AU$16.36 Fairly Valued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
REH logo

REH: Rising Dividend And M&A Ambitions Will Likely Pressure Future Multiples

Fair Value: AU$11.45 42.6% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
REH logo

REH: Structural Breakout Pattern Will Support Future Upside Potential

Fair Value: AU$18 9.3% undervalued intrinsic discount
6 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with moderate growth potential.

0 Risks
1 Reward
View Full Analysis

Reece Limited Key Details

AU$9.4b

Revenue

AU$6.7b

Cost of Revenue

AU$2.7b

Gross Profit

AU$2.4b

Other Expenses

AU$308.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.50
28.95%
3.29%
28.6%
View Full Analysis

About REH

Founded
1920
Employees
9000
CEO
Peter Wilson
WebsiteView website
www.reece.com.au

Reece Limited engages in the distribution of plumbing, waterworks, heating, ventilation, air-conditioning, and refrigeration products to commercial and residential customers in Australia, New Zealand, and the United States. The company offers bathroom products, such as tapware and accessories, vanities and furniture, showers, toilets, basins, bathroom appliances, and baths and spas; kitchen and laundry products, including tapware, sinks and troughs, accessories, commercial kitchen and laundry tapware, and kitchen appliances; and heating and cooling products comprising heating and cooling units, ducted air conditioning, split system air conditioning, evaporative cooling, gas ducted heating, and multi split air conditioning. It also provides hot water systems; pool and spa care equipment; garden products, which include irrigation, landscape, garden lighting, and lawn care; and civil products, such as pipe and fittings, valves, sewer and drainage, electrical pipe and fittings, and water tanks. The company serves customers in the trade, retail, commercial, and infrastructure markets. The company was formerly known as Reece Australia Limited and changed its name to Reece Limited in November 2015. Reece Limited was founded in 1920 and is based in Cremorne, Australia.

Recent REH News & Updates

User avatar
Narrative Update • Sep 07

REH: Dividend Track And M&A Focus Will Support Measured Repricing Potential

Analysts have raised their price target for Reece, increasing their estimate of fair value from A$15.03 to A$16.36 as they factor in slightly different assumptions on discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Reece Reece declared an ordinary fully franked dividend of A$0.134 per security for the six months ended 30 June 2026, with a record date of 7 October 2026, ex date of 6 October 2026, and payment date of 21 October 2026.
User avatar
Narrative Update • Aug 24

REH: Rising Dividend And M&A Ambitions Will Likely Pressure Future Multiples

Analysts now see Reece’s fair value at A$11.45, up from A$10.79, reflecting updated assumptions that include slightly lower discount rates, modestly higher revenue growth and profit margins, and a higher future P/E multiple. What’s in the News for Reece Reece Limited declared an ordinary fully franked dividend of A$0.134 per security for the six months ended 30 June 2026, with a record date of 7 October 2026, an ex date of 6 October 2026, and a payment date of 21 October 2026.

Recent updates

No updates

Reece Limited Competitors

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