Declared Dividend • Aug 19
Final dividend of AU$1.27 announced Shareholders will receive a dividend of AU$1.27. Ex-date: 27th August 2026 Payment date: 11th September 2026 Dividend yield will be 4.7%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 7.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 17
Full year 2026 earnings released: EPS: AU$4.48 (vs AU$4.23 in FY 2025) Full year 2026 results: EPS: AU$4.48 (up from AU$4.23 in FY 2025). Revenue: AU$11.1b (up 4.8% from FY 2025). Net income: AU$489.9m (up 5.9% from FY 2025). Profit margin: 4.4% (in line with FY 2025). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Aug 17
JB Hi-Fi Limited, Annual General Meeting, Oct 29, 2026 JB Hi-Fi Limited, Annual General Meeting, Oct 29, 2026. Announcement • Feb 16
JB Hi-Fi Limited Declares Estimated Interim Dividend for the Six Months Ended 31 December 2025, Payable on 13 March 2026 The board of directors of JB Hi-Fi Limited declared estimated payment of fully franked an interim dividend of 210 cents per share for the six months ended 31 December 2025. The record date is 27 February 2026. Dividend payment date: 13 March 2026. Ex-date: 26 February 2026. Board Change • Jan 10
Insufficient new directors There 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. Non-Executive Director Sheila Lines was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 26
JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025 JB Hi-Fi Limited, Annual General Meeting, Oct 30, 2025. Buy Or Sell Opportunity • Aug 26
Now 20% undervalued Over the last 90 days, the stock has risen 6.2% to AU$115. The fair value is estimated to be AU$144, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has declined by 8.1%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 4.5% per annum over the same time period. Declared Dividend • Aug 18
Final dividend of AU$2.05 announced Shareholders will receive a dividend of AU$2.05. Ex-date: 21st August 2025 Payment date: 5th September 2025 Dividend yield will be 3.2%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Apr 22
JB Hi-Fi Limited to Report Fiscal Year 2025 Results on Aug 11, 2025 JB Hi-Fi Limited announced that they will report fiscal year 2025 results on Aug 11, 2025 Declared Dividend • Feb 12
First half dividend of AU$1.70 announced Shareholders will receive a dividend of AU$1.70. Ex-date: 20th February 2025 Payment date: 7th March 2025 Dividend yield will be 3.5%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 11
First half 2025 earnings released: EPS: AU$2.61 (vs AU$2.42 in 1H 2024) First half 2025 results: EPS: AU$2.61 (up from AU$2.42 in 1H 2024). Revenue: AU$5.67b (up 9.8% from 1H 2024). Net income: AU$285.4m (up 8.0% from 1H 2024). Profit margin: 5.0% (in line with 1H 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Announcement • Feb 10
JB Hi-Fi Limited Declares Interim Dividend, Payable on 7 March 2025 The Board JB Hi-Fi Limited declared an interim dividend of 170 cents per share (cps) fully franked, up 12 cps or 7.6%, and representing 65% of NPAT. The record date for the interim dividend is 21 February 2025, with payment to be made on 7 March 2025. Board Change • Feb 04
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Christy Boyce was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Buy Or Sell Opportunity • Jan 10
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 21% to AU$97.03. The fair value is estimated to be AU$80.67, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.0% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings are also forecast to grow by 3.1% per annum over the same time period. Announcement • Jan 08
JB Hi-Fi Limited to Report First Half, 2025 Results on Feb 10, 2025 JB Hi-Fi Limited announced that they will report first half, 2025 results on Feb 10, 2025 Board Change • Dec 24
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Christy Boyce was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Nov 12
Group CEO & Executive Director recently sold AU$533k worth of stock On the 11th of November, Terry Smart sold around 7k shares on-market at roughly AU$81.98 per share. This transaction amounted to 3.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth AU$761k. Terry has been a net seller over the last 12 months, reducing personal holdings by AU$913k. Announcement • Sep 04
JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million. JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024
JB Hi-Fi Limited (ASX:JBH) completed the acquisition of 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd.on September 2, 2024. Board Change • Sep 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Non-Executive Director Christy Boyce was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Announcement • Aug 27
JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024 JB Hi-Fi Limited, Annual General Meeting, Oct 31, 2024. Recent Insider Transactions • Aug 27
Group CFO & Executive Director recently sold AU$763k worth of stock On the 26th of August, Nick Wells sold around 10k shares on-market at roughly AU$75.92 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Nick has been a net seller over the last 12 months, reducing personal holdings by AU$1.7m. Declared Dividend • Aug 14
Final dividend of AU$1.83 announced Shareholders will receive a dividend of AU$1.83. Ex-date: 22nd August 2024 Payment date: 6th September 2024 Dividend yield will be 4.5%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 12
Full year 2024 earnings released: EPS: AU$4.01 (vs AU$4.80 in FY 2023) Full year 2024 results: EPS: AU$4.01 (down from AU$4.80 in FY 2023). Revenue: AU$9.59b (flat on FY 2023). Net income: AU$438.8m (down 16% from FY 2023). Profit margin: 4.6% (down from 5.4% in FY 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Announcement • Aug 12
JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million. JB Hi-Fi Limited (ASX:JBH) entered into an agreement to acquire 75% stake in E. & S. Trading Co. (Discounts) Pty. Ltd. for AUD 47.8 million on August 9, 2024. Initial acquisition of 75% for cash consideration of AUD 47.8 million on a cash-free / debt-free basis. Put and call option arrangement in place for the acquisition of the remaining 25% in September 2029. E. & S. The acquisition will be funded through existing cash reserves. Trading in FY24 revenue of circa AUD 230 million revenue and normalised pre AASB16 EBITDA of circa AUD 7 million. Rob Sinclair to continue as Managing Director of the business. Completion of the acquisition is subject to customary completion conditions and is expected to occur in September 2024 Announcement • Jul 04
JB Hi-Fi Limited to Report Fiscal Year 2024 Results on Aug 12, 2024 JB Hi-Fi Limited announced that they will report fiscal year 2024 results on Aug 12, 2024 Upcoming Dividend • Feb 15
Upcoming dividend of AU$1.58 per share at 5.0% yield Eligible shareholders must have bought the stock before 22 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 5.0%. Lower than top quartile of Australian dividend payers (6.6%). In line with average of industry peers (5.1%). Declared Dividend • Feb 14
First half dividend reduced to AU$1.58 Dividend of AU$1.58 is 20% lower than last year. Ex-date: 22nd February 2024 Payment date: 8th March 2024 Dividend yield will be 4.4%, which is lower than the industry average of 5.4%. Sustainability & Growth Dividend is covered by both earnings (65% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 5.3% over the next 3 years. However, it would need to fall by 28% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Feb 13
First half 2024 earnings released: EPS: AU$2.42 (vs AU$3.02 in 1H 2023) First half 2024 results: EPS: AU$2.42 (down from AU$3.02 in 1H 2023). Revenue: AU$5.16b (down 2.2% from 1H 2023). Net income: AU$264.3m (down 20% from 1H 2023). Profit margin: 5.1% (down from 6.2% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year. Announcement • Sep 13
JB Hi-Fi Limited to Report First Half, 2024 Results on Feb 12, 2024 JB Hi-Fi Limited announced that they will report first half, 2024 results on Feb 12, 2024 Recent Insider Transactions • Aug 30
Group CFO & Executive Director recently sold AU$926k worth of stock On the 29th of August, Nick Wells sold around 21k shares on-market at roughly AU$44.25 per share. This transaction amounted to 30% 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 Nick's only on-market trade for the last 12 months. Announcement • Aug 25
JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023 JB Hi-Fi Limited, Annual General Meeting, Oct 26, 2023, at 10:30 AUS Eastern Standard Time. Buying Opportunity • Aug 17
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be AU$58.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.4% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings is forecast to decline by 6.5% per annum over the same time period. Upcoming Dividend • Aug 17
Upcoming dividend of AU$1.15 per share at 6.6% yield Eligible shareholders must have bought the stock before 24 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 6.6%. Lower than top quartile of Australian dividend payers (7.4%). In line with average of industry peers (6.1%). Reported Earnings • Aug 14
Full year 2023 earnings released: EPS: AU$4.80 (vs AU$4.79 in FY 2022) Full year 2023 results: EPS: AU$4.80. Revenue: AU$9.63b (up 4.3% from FY 2022). Net income: AU$524.6m (down 3.7% from FY 2022). Profit margin: 5.4% (down from 5.9% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Specialty Retail industry in Australia. Upcoming Dividend • Feb 16
Upcoming dividend of AU$1.97 per share at 7.0% yield Eligible shareholders must have bought the stock before 23 February 2023. Payment date: 10 March 2023. Payout ratio is a comfortable 66% but the company is paying out more than the cash it is generating. Trailing yield: 7.0%. Within top quartile of Australian dividend payers (7.0%). Higher than average of industry peers (5.7%). Announcement • Feb 13
JB Hi-Fi Limited Announces Dividend for the Period of Six Months Ended December 31, 2022, Payment Date to Be 10 March, 2023 JB Hi-Fi Limited announced dividend for the period of six months ended December 31, 2022 of AUD 1.97000000 with Record Date of 24 February 2023; Ex Date 23 February, 2023 and Payment Date to be 10 March, 2023. Reported Earnings • Feb 13
First half 2023 earnings released: EPS: AU$3.02 (vs AU$2.51 in 1H 2022) First half 2023 results: EPS: AU$3.02 (up from AU$2.51 in 1H 2022). Revenue: AU$5.28b (up 8.6% from 1H 2022). Net income: AU$329.9m (up 15% from 1H 2022). Profit margin: 6.2% (up from 5.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Specialty Retail industry in Australia. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Jan 11
JB Hi-Fi Limited to Report First Half, 2023 Results on Feb 13, 2023 JB Hi-Fi Limited announced that they will report first half, 2023 results on Feb 13, 2023 Recent Insider Transactions • Aug 31
Group CEO & Executive Director recently sold AU$1.5m worth of stock On the 29th of August, Terry Smart sold around 35k shares on-market at roughly AU$41.67 per share. This transaction amounted to 21% 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 Terry's only on-market trade for the last 12 months. Recent Insider Transactions • Aug 23
Independent Non-Executive Director recently bought AU$88k worth of stock On the 18th of August, Melanie Wilson bought around 2k shares on-market at roughly AU$44.00 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$273k more in shares than they have sold in the last 12 months. Reported Earnings • Aug 17
Full year 2022 earnings released: EPS: AU$4.79 (vs AU$4.41 in FY 2021) Full year 2022 results: EPS: AU$4.79 (up from AU$4.41 in FY 2021). Revenue: AU$9.23b (up 3.5% from FY 2021). Net income: AU$544.9m (up 7.7% from FY 2021). Profit margin: 5.9% (up from 5.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 2.9% compared to a 5.3% growth forecast for the Specialty Retail industry in Australia. 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 10% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Mar 16
Now 21% undervalued Over the last 90 days, the stock is up 4.8%. The fair value is estimated to be AU$62.25, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years. Buying Opportunity • Feb 25
Now 21% undervalued Over the last 90 days, the stock is up 3.4%. The fair value is estimated to be AU$61.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 30% per annum over the last 3 years. Reported Earnings • Feb 17
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat First half 2022 results: EPS: AU$2.51 (down from AU$2.77 in 1H 2021). Revenue: AU$4.86b (down 1.6% from 1H 2021). Net income: AU$287.9m (down 9.4% from 1H 2021). Profit margin: 5.9% (down from 6.4% in 1H 2021). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to stay flat compared to a 5.4% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 34% per year. Board Change • Sep 14
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 12
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Sep 02
High number of new directors There are 5 new directors who have joined the board in the last 3 years. CEO & Executive Director Terry Smart was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions • Sep 01
Non-Executive Director recently bought AU$141k worth of stock On the 26th of August, Geoffrey Roberts bought around 3k shares on-market at roughly AU$47.04 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$213k more in shares than they have sold in the last 12 months. Executive Departure • Aug 30
Group CEO & Executive Director Richard Murray has left the company During their tenure, earnings grew by 23% annually compared to the industry average of 12%. On the 27th of August, Richard Murray left the company after 9.2 in the role. As of June 2021, Richard still personally held 138.80k shares (AU$7.0m worth at the time). Richard is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 7.08 years. Under Richard's leadership, the company delivered a total shareholder return of 268%. Upcoming Dividend • Aug 19
Upcoming dividend of AU$1.07 per share Eligible shareholders must have bought the stock before 26 August 2021. Payment date: 10 September 2021. Trailing yield: 5.8%. Within top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (4.0%). Announcement • Jan 19
JB Hi-Fi Limited Appoints Geoff Roberts as A Non-Executive Director JB Hi-Fi Limited announced the appointment of Geoff Roberts as a non-executive director with effect from 16 January 2021. Geoff is currently Group Chief Financial Officer of Seek Limited, having joined them in 2015. He has over 35 years finance experience, including as Managing Partner of Deloitte Victoria, and as Group CFO of AXA Asia Pacific Holdings Limited for seven years. The Board has appointed Geoff to the Board as an additional appointee ahead of its next Annual General Meeting and Geoff will stand for election at that Meeting. Geoff will also join the Company's Audit & Risk Management Committee from the date of his appointment. Announcement • Nov 20
JB Hi-Fi Limited to Report First Half, 2021 Results on Feb 15, 2021 JB Hi-Fi Limited announced that they will report first half, 2021 results on Feb 15, 2021 Announcement • Oct 29
JB Hi-Fi Limited Announces Re-Opening of Melbourne Stores JB Hi-Fi Limited announced that all stores located in metropolitan Melbourne re-opened to customers on 28 October 2020. Announcement • Oct 08
JB Hi-Fi Commences Selling SPACETALK Life for Seniors Throughout Its Network of 197 Australian Stores MGM Wireless Limited announced that JB Hi-Fi, Australia's largest consumer electronics retailer, has commenced selling SPACETALK Life for seniors throughout its network of 197 Australian stores. SPACETALK Life has been designed with the unique needs of older Australians in mind incorporating style, security and function in a single wearable device, with built-in safety features, mobile phone, smartwatch and GPS. The JB Hi-Fi retail partnership is the result of solid initial sales of SPACETALK Life from the Company's on-line store, with positive customer reviews and feedback proving the demand for an attractive seniors-specific mobile phone smartwatch that can be linked to emergency services as well as other family members' phones and SPACETALK devices. JB Hi-Fi has been a distributor of SPACETALK devices since July 2018, when it started selling the market-leading SPACETALK mobile phone smartwatch for children aged 5 to 12. Announcement • Aug 20
JB Hi-Fi Limited Do Not Currently Consider It Appropriate to Provide Fiscal Year 2021 Sales Guidance JB Hi-Fi Limited announced that in view of the uncertainty arising from COVID-19, the company do not currently consider it appropriate to provide fiscal year 2021 sales guidance. Announcement • Aug 04
JB Hi-Fi Limited Announces Temporary Closure of Metropolitan Melbourne Stores JB Hi-Fi Limited provided an update on the impact of COVID-19 on its JB HI-FI and The Good Guys Melbourne metropolitan stores. Following the Victorian Government's announcement of stage 4 restrictions, 46 JB HI-FI stores and 21 The Good Guys stores located within metropolitan Melbourne will be temporarily closed to customers from 5th August for a minimum period of 6 weeks. Based on current Victorian Government directions, online and commercial operations will continue to trade and be available to meet the needs of customers with fulfillment by home delivery and contactless click and collect. The Group's warehouses and metropolitan Melbourne store network will be operational, with strict safety measures in place, to fulfill online and commercial orders. 
