Announcement • Feb 10
Aurizon Holdings Limited to Report Fiscal Year 2026 Results on Aug 17, 2026 Aurizon Holdings Limited announced that they will report fiscal year 2026 results on Aug 17, 2026 Announcement • Oct 08
Aurizon Holdings Limited to Report First Half, 2026 Results on Feb 16, 2026 Aurizon Holdings Limited announced that they will report first half, 2026 results on Feb 16, 2026 Announcement • Sep 13
Aurizon Holdings Limited, Annual General Meeting, Oct 16, 2025 Aurizon Holdings Limited, Annual General Meeting, Oct 16, 2025. Location: at karstens brisbane, rooms 2407-2409, level 24/215 adelaide street, brisbane, qld, 4001, Australia Announcement • Aug 19
Aurizon Holdings Limited (ASX:AZJ) announces an Equity Buyback for AUD 150 million worth of its shares. Aurizon Holdings Limited (ASX:AZJ) announces a share repurchase program. Under the program, the company will repurchase up to AUD 150 million worth of its shares. The program will expire on August 18, 2026. As of August 18, 2025, the company had 1,750,443,988 shares issued and outstanding. Announcement • Aug 18
Aurizon Holdings Limited Announces Ordinary Fully Paid Dividend for the Six Months Ended June 30, 2025, Payable on September 24, 2025 Aurizon Holdings Limited announced ordinary fully paid dividend of AUD 0.06500000 per share for the six months ended June 30, 2025. Record Date is September 2, 2025. Ex Date is September 1, 2025. Payment Date is September 24, 2025. Announcement • Mar 24
Aurizon Holdings Limited to Report Fiscal Year 2025 Results on Aug 18, 2025 Aurizon Holdings Limited announced that they will report fiscal year 2025 results on Aug 18, 2025 Announcement • Feb 17
Aurizon Holdings Limited Declares an Interim Dividend for the Six Months Ended 31 December 2024, Payable on 26 March 2025 The directors of Aurizon Holdings Limited have declared a 60% franked interim dividend of 9.2 cents per ordinary share for the six months ended 31 December 2024. The record date for determining dividend entitlements for the dividend declared is 4 March 2025. The payment date is 26 March 2025. Ex-dividend date is 3 March 2025. Announcement • Jan 16
Aurizon Holdings Limited to Report First Half, 2025 Results on Feb 17, 2025 Aurizon Holdings Limited announced that they will report first half, 2025 results on Feb 17, 2025 Declared Dividend • Aug 14
Final dividend of AU$0.073 announced Shareholders will receive a dividend of AU$0.073. Ex-date: 26th August 2024 Payment date: 25th September 2024 Dividend yield will be 5.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 3.3% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Aug 13
Aurizon Holdings Limited (ASX:AZJ) announces an Equity Buyback for AUD 150 million worth of its shares. Aurizon Holdings Limited (ASX:AZJ) announces a share repurchase program. Under the program, the company will repurchase up to AUD 150 million worth of its shares. New Risk • Aug 12
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 2.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Aug 12
Full year 2024 earnings released: EPS: AU$0.22 (vs AU$0.18 in FY 2023) Full year 2024 results: EPS: AU$0.22 (up from AU$0.18 in FY 2023). Revenue: AU$3.84b (up 9.5% from FY 2023). Net income: AU$406.0m (up 25% from FY 2023). Profit margin: 11% (up from 9.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Transportation industry in Oceania. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Feb 19
Upcoming dividend of AU$0.097 per share Eligible shareholders must have bought the stock before 26 February 2024. Payment date: 27 March 2024. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of Australian dividend payers (6.4%). In line with average of industry peers (3.7%). Declared Dividend • Feb 14
First half dividend of AU$0.097 announced Shareholders will receive a dividend of AU$0.097. Ex-date: 26th February 2024 Payment date: 27th March 2024 Dividend yield will be 4.5%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 13
First half 2024 earnings released: EPS: AU$0.13 (vs AU$0.071 in 1H 2023) First half 2024 results: EPS: AU$0.13 (up from AU$0.071 in 1H 2023). Revenue: AU$1.97b (up 16% from 1H 2023). Net income: AU$237.0m (up 82% from 1H 2023). Profit margin: 12% (up from 7.7% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Transportation industry in Australia. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Announcement • Oct 14
Aurizon Holdings Limited Announces Resignation of Samantha Lewis as Director Aurizon Holdings Limited announced resignation of Samantha Lewis as director. Date that director ceased to be director is 12 October 2023. Announcement • Sep 13
Aurizon Holdings Limited Announces Retirement of Director Sam Lewis on 12 October 2023 Aurizon advised that non-executive director, Sam Lewis will be retiring from the Aurizon Board following the 2023 Annual General Meeting on 12 October 2023. Upcoming Dividend • Aug 21
Upcoming dividend of AU$0.08 per share at 4.1% yield Eligible shareholders must have bought the stock before 28 August 2023. Payment date: 27 September 2023. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 4.1%. Lower than top quartile of Australian dividend payers (7.2%). Higher than average of industry peers (1.9%). Reported Earnings • Aug 15
Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.28 in FY 2022) Full year 2023 results: EPS: AU$0.18 (down from AU$0.28 in FY 2022). Revenue: AU$3.51b (up 14% from FY 2022). Net income: AU$324.0m (down 37% from FY 2022). Profit margin: 9.2% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Transportation industry in Australia. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Announcement • Aug 14
Aurizon Holdings Limited Declares Final Dividend for the Fiscal Year 2023, Payable on 27 September 2023 The Board of Aurizon Holdings Limited has declared a final dividend for Fiscal year 2023 of 8.0 cents per fully paid ordinary share (60% franked) based on a payout ratio of 75% in respect of underlying NPAT from continuing operations. The ex-dividend date is 28 August 2023. The record date is 29 August 2023. The payment date is 27 September 2023. Announcement • May 31
Aurizon Holdings Limited Announces Board Changes Aurizon Holdings Limited announced that Tim Longstaff and Samantha Tough will join the Aurizon Board as non-executive directors with effect from 1 June 2023 and 1 September 2023, respectively. Tim is a chartered accountant and has had a 25-year career in investment banking, including a decade with Deutsche Bank where he was a Managing Director of Investment Banking focussed on mergers and acquisitions, and capital markets. More recently, Tim served as Senior Advisor to a Federal Cabinet Minister in the Trade and Investment, and Finance portfolios. Tim is a non-executive director of Snowy Hydro Limited and The George Institute for Global Health, and the ASX-listed Inghams Group Limited and Perenti Limited. He is also a member of the Takeovers Panel. Samantha initially trained and practised as a lawyer before moving into business where she has had a broad executive and director career in many sectors including energy, resources, engineering, agriculture, water, capital markets, law, and tertiary education. Samantha's current executive role is with the University of Western Australia as Pro Vice Chancellor Industry and Commercial, with responsibility for the commercialisation of research and strategic industry partnerships. Samantha's non-executive roles include Chair of the West Australian energy utility, Horizon Power, and a director of the Clean Energy Finance Corporation, Fluence Corporation Limited and Rumin8 Pty Ltd. As advised at Annual General Meeting in October last year, Kate Vidgen will be retiring as a non-executive director of Aurizon with effect from 31 May 2023. Recent Insider Transactions • Mar 16
Independent Chairman recently bought AU$228k worth of stock On the 14th of March, Timothy Poole bought around 70k shares on-market at roughly AU$3.26 per share. This transaction amounted to 39% 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 Timothy's only on-market trade for the last 12 months. Upcoming Dividend • Feb 20
Upcoming dividend of AU$0.07 per share at 6.3% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 29 March 2023. Payout ratio is on the higher end at 85%, and the cash payout ratio is above 100%. Trailing yield: 6.3%. Lower than top quartile of Australian dividend payers (6.8%). Higher than average of industry peers (1.9%). Announcement • Feb 13
Aurizon Holdings Limited Declares Fully Franked Interim Dividend for the Six Months Ended 31 December 2022, Payable on 29 March 2023 The Directors of Aurizon Holdings Limited declared a 100% franked interim dividend of 7.0 cents per ordinary share for the six months ended 31 December 2022. The Conduit Foreign Income component of the dividend is nil. The Record Date for determining dividend entitlements for the dividend declared is 28 February 2023. The payment date is 29 March 2023. Reported Earnings • Feb 13
First half 2023 earnings released: EPS: AU$0.071 (vs AU$0.14 in 1H 2022) First half 2023 results: EPS: AU$0.071 (down from AU$0.14 in 1H 2022). Revenue: AU$1.69b (up 12% from 1H 2022). Net income: AU$130.0m (down 49% from 1H 2022). Profit margin: 7.7% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Transportation industry in Oceania. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings. Board Change • Jan 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. Independent Non-Executive Director Sarah Ryan 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. Buying Opportunity • Sep 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 6.7%. The fair value is estimated to be AU$4.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 3.6% per annum over the same time period. Buying Opportunity • Aug 27
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.3%. The fair value is estimated to be AU$4.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 4.6%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 3.4% per annum over the same time period. Upcoming Dividend • Aug 15
Upcoming dividend of AU$0.11 per share Eligible shareholders must have bought the stock before 22 August 2022. Payment date: 21 September 2022. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 5.4%. Lower than top quartile of Australian dividend payers (6.4%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 09
Full year 2022 earnings released: EPS: AU$0.28 (vs AU$0.33 in FY 2021) Full year 2022 results: EPS: AU$0.28 (down from AU$0.33 in FY 2021). Revenue: AU$3.08b (up 1.6% from FY 2021). Net income: AU$513.0m (down 15% from FY 2021). Profit margin: 17% (down from 20% in FY 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 8.2%, compared to a 7.5% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Upcoming Dividend • Feb 21
Upcoming dividend of AU$0.10 per share Eligible shareholders must have bought the stock before 28 February 2022. Payment date: 30 March 2022. Payout ratio is on the higher end at 77%, however this is supported by cash flows. Trailing yield: 6.7%. Within top quartile of Australian dividend payers (5.4%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 17
First half 2022 earnings: Revenues and EPS in line with analyst expectations First half 2022 results: EPS: AU$0.14 (down from AU$0.14 in 1H 2021). Revenue: AU$1.52b (up 1.1% from 1H 2021). Net income: AU$256.9m (down 3.8% from 1H 2021). Profit margin: 17% (in line with 1H 2021). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.6%, compared to a 5.8% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Dec 26
Independent Non-Executive Director recently bought AU$53k worth of stock On the 22nd of December, Marcelo De Almeida Bastos bought around 15k shares on-market at roughly AU$3.50 per share. In the last 3 months, there was an even bigger purchase from another insider worth AU$3.4m. Insiders have collectively bought AU$3.9m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Nov 19
MD, CEO & Director recently bought AU$3.4m worth of stock On the 17th of November, Andrew Harding bought around 1m shares on-market at roughly AU$3.41 per share. This was the largest purchase by an insider in the last 3 months. This was Andrew's only on-market trade for the last 12 months. Recent Insider Transactions • Nov 10
Independent Chairman recently bought AU$153k worth of stock On the 4th of November, Timothy Poole bought around 45k shares on-market at roughly AU$3.40 per share. This was the largest purchase by an insider in the last 3 months. This was Timothy's only on-market trade for the last 12 months. Recent Insider Transactions • Oct 26
Independent Non-Executive Director recently bought AU$55k worth of stock On the 22nd of October, Sarah Ryan bought around 15k shares on-market at roughly AU$3.65 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$314k more in shares than they have sold in the last 12 months. Upcoming Dividend • Aug 16
Upcoming dividend of AU$0.14 per share Eligible shareholders must have bought the stock before 23 August 2021. Payment date: 22 September 2021. Trailing yield: 7.2%. Within top quartile of Australian dividend payers (4.9%). Higher than average of industry peers (1.7%). Reported Earnings • Aug 11
Full year 2021 earnings released: EPS AU$0.33 (vs AU$0.31 in FY 2020) The company reported a soft full year result with weaker revenues, although earnings and profit margins were flat. Full year 2021 results: Revenue: AU$3.02b (down 1.5% from FY 2020). Net income: AU$606.7m (flat on FY 2020). Profit margin: 20% (in line with FY 2020). Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Recent Insider Transactions • Jun 29
Independent Non-Executive Director recently bought AU$56k worth of stock On the 23rd of June, Sarah Ryan bought around 15k shares on-market at roughly AU$3.74 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$550k more in shares than they have sold in the last 12 months. Is New 90 Day High Low • Mar 05
New 90-day low: AU$3.67 The company is down 15% from its price of AU$4.32 on 04 December 2020. The Australian market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.08 per share. Reported Earnings • Feb 17
First half 2021 earnings released: EPS AU$0.14 (vs AU$0.17 in 1H 2020) The company reported a poor first half result with weaker earnings, revenues and profit margins. First half 2021 results: Revenue: AU$1.50b (down 2.0% from 1H 2020). Net income: AU$267.0m (down 22% from 1H 2020). Profit margin: 18% (down from 22% in 1H 2020). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Analyst Estimate Surprise Post Earnings • Feb 17
Revenue beats expectations Revenue exceeded analyst estimates by 0.03%. Over the next year, revenue is forecast to stay flat compared to a 20% growth forecast for the Transportation industry in Australia. Is New 90 Day High Low • Jan 28
New 90-day low: AU$3.70 The company is down 2.0% from its price of AU$3.77 on 30 October 2020. The Australian market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$2.76 per share. Recent Insider Transactions • Oct 27
Independent Chairman recently bought AU$101k worth of stock On the 23rd of October, Timothy Poole bought around 25k shares on-market at roughly AU$4.03 per share. This was the largest purchase by an insider in the last 3 months. Timothy has been a buyer over the last 12 months, purchasing a net total of AU$178k worth in shares. Is New 90 Day High Low • Oct 15
New 90-day low: AU$4.09 The company is down 14% from its price of AU$4.76 on 17 July 2020. The Australian market is up 5.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$3.98 per share. Recent Insider Transactions • Sep 30
Independent Non-Executive Director recently bought AU$59k worth of stock On the 21st of September, Lyell Strambi bought around 14k shares on-market at roughly AU$4.22 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$394k more in shares than they have sold in the last 12 months. Recent Insider Transactions • Sep 22
Independent Non-Executive Director recently bought AU$60k worth of stock On the 21st of September, Lyell Strambi bought around 14k shares on-market at roughly AU$4.28 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$395k more in shares than they have sold in the last 12 months. Is New 90 Day High Low • Sep 18
New 90-day low: AU$4.25 The company is down 12% from its price of AU$4.82 on 19 June 2020. The Australian market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Transportation industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is AU$4.01 per share. 
