Just got this in an email ...Mon, 5 Feb at 9:27 am
Monday, 5 February 2024CPU - COMPUTERSHARE LIMITED
Macquarie rates CPU as Outperform (1) - December quarter US mortgage servicing data has been released and Macquarie highlights Computershare's Unpaid Principal Balances (UPB) declined by -2.8% over the quarter.
The broker understands UPB growth has potential to impact the sale price for the previously-announced sale of the company's US Mortgage Services (MS) division.
However, the broker makes no changes to earnings forecasts, target of $28 or Outperform rating.
Target price is $28.00 Current Price is $24.76 Difference: $3.24 If CPU meets the Macquarie target it will return approximately 13% (excluding dividends, fees and charges). Current consensus price target is $28.24, suggesting upside of 14.1%(ex-dividends)The company's fiscal year ends in June.
Forecast for FY24:
Macquarie forecasts a full year FY24 dividend of 87.81 cents and EPS of 180.17 cents . At the last closing share price the estimated dividend yield is 3.55%. At the last closing share price the stock's estimated Price to Earnings Ratio (PER) is 13.74. How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 182.4, implying annual growth of N/A. Current consensus DPS estimate is 131.8, implying a prospective dividend yield of 5.3%. Current consensus EPS estimate suggests the PER is 13.6.
Forecast for FY25:
Macquarie forecasts a full year FY25 dividend of 102.04 cents and EPS of 204.39 cents . At the last closing share price the estimated dividend yield is 4.12%. At the last closing share price the stock's estimated Price to Earnings Ratio (PER) is 12.11. How do these forecasts compare to market consensus projections?
Current consensus EPS estimate is 197.0, implying annual growth of 8.0%. Current consensus DPS estimate is 128.4, implying a prospective dividend yield of 5.2%. Current consensus EPS estimate suggests the PER is 12.6.
This company reports in USD. All estimates have been converted into AUD by FNArena at present FX values.Market Sentiment: 0.8All consensus data are updated until yesterday. FNArena's consensus calculations require a minimum of three sources
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$40.52 |
Change
-0.130(0.32%) |
Mkt cap ! $23.53B | |||
| Open | High | Low | Value | Volume |
| $40.78 | $41.13 | $40.25 | $32.07M | 791.7K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 299 | $40.42 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $40.53 | 2605 | 2 |
View Market Depth
| Last trade - 16.10pm 16/06/2025 (20 minute delay) ? |
| CPU (ASX) Chart |