COLLINS FOODS LIMITED (CKF)
Share Price Analysis and Chart

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CKF

CKF - COLLINS FOODS LIMITED

FNArena Sector : Food, Beverages & Tobacco
Year End: April
GICS Industry Group : Consumer Services
Debt/EBITDA: 3.77
Index: ASX300 | ALL-ORDS

Collins Foods owns or franchises restaurants from three fast-food brands, KFC, Taco Bell and Sizzlers. Opening the first KFC franchise in 1969, it became a listed company in 2011. Sizzlers is in the process of closing down.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$8.27

25 Jun
2026

-0.080

OPEN

$8.25

-0.96%

HIGH

$8.33

580,206

LOW

$8.05

TARGET
$10.45

-0.44 change from previous day

 26.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMC . AVG . COL . DMP . EDV . GYG . ING . LRK . MBH . MTS . RFG . SGLLV . SPG . TWE . WOA . WOW . YOW .
FNARENA'S MARKET CONSENSUS FORECASTS
CKF: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 37.4 54.8 xxx
DPS (cps) xxx 28.0 31.0 xxx
EPS Growth xxx 100.0% 46.4% xxx
DPS Growth xxx 7.7% 10.9% xxx
PE Ratio xxx N/A 16.4 xxx
Dividend Yield xxx N/A 3.5% xxx
Div Pay Ratio(%) xxx 74.8% 56.7% xxx

Dividend yield today if purchased 3 years ago: 2.98%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.12

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 13/07 - ex-div 15.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx37.4
DPS All xxxxxxxxxxxxxxx28.0
Sales/Revenue xxxxxxxxxxxxxxx1,592.6 M
Book Value Per Share xxxxxxxxxxxxxxx357.0
Net Operating Cash Flow xxxxxxxxxxxxxxx148.5 M
Net Profit Margin xxxxxxxxxxxxxxx2.96 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx11.39 %
Return on Invested Capital xxxxxxxxxxxxxxx3.84 %
Return on Assets xxxxxxxxxxxxxxx2.86 %
Return on Equity xxxxxxxxxxxxxxx11.39 %
Return on Total Capital xxxxxxxxxxxxxxx10.57 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx65.5 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx50 M
Long Term Debt xxxxxxxxxxxxxxx793 M
Total Debt xxxxxxxxxxxxxxx843 M
Goodwill - Gross xxxxxxxxxxxxxxx512 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx94 M
Price To Book Value xxxxxxxxxxxxxxx2.34

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx54.4 M
Capex % of Sales xxxxxxxxxxxxxxx3.42 %
Cost of Goods Sold xxxxxxxxxxxxxxx777 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx680 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx1 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

01/06/2026

3

Downgrade to Equal-weight from Overweight

$9.30

12.45%

Morgan Stanley includes mid single-digit increases in FY27 for food and wages inflation, and revisits quick service operators to see which is best positioned in inflationary environment. Volume growth remains an offset, benefiting those that are still growing traffic.

Operators are already finding pricing challenging, which means they will need to find alternative ways to preserve margins. Historically these operators have been able to offset inflation through menu pricing yet pricing power has eroded.

The broker downgrades Collins Foods to Equal-weight from Overweight, given it is fully exposed to restaurant-level economics, and reduces the target to $9.30 from $11.20. In-Line industry view unchanged.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 28.00 cents and EPS of 51.00 cents.
Morgan Stanley forecasts a full year FY27 dividend of 28.10 cents and EPS of 51.10 cents.

Bell Potter

xx/xx/xxxx

1

xxxxxxxxxx xx xxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

08/04/2026

2

Overweight

$11.80

42.68%

Jarden observes there are headwinds for the quick service restaurant (QSR) sector amid rising fuel prices, increased wages and growing competition. Along with consumers looking for value these are all factors creating earnings risk this year and beyond.

The broker's preferred stock is Collins Foods with potentially conservative guidance. FY26 and FY27 earnings forecasts are cut by -1%-6% and the target is lowered to $11.80 from $12.10. Overweight maintained.

FORECAST
Jarden forecasts a full year FY26 EPS of 52.00 cents.
Jarden forecasts a full year FY27 EPS of 60.00 cents.
Access Extra Coverage Research History >

CKF STOCK CHART

FNArena News on CKF

Latest Food, Beverages & Tobacco News

1
In Brief: House Pricing, Construction, Inflation

May 06 2022 - Weekly Reports
2
Top Shelf Barrelled For Growth

Feb 02 2022 - Small Caps
3
Covid Costs Woolworths

Dec 16 2021 - Australia
4
Top Shelf Reaches For The Tequila

Dec 10 2021 - Small Caps
5
KFC Europe Powers Collins Foods

Dec 02 2021 - Australia
6
Will Domino’s Pizza Suffer Lockdown Hangover?

Nov 05 2021 - Australia
7
Socialising Enlivens Endeavour Group

Oct 21 2021 - Australia
8
Wine & Dine Again On Menu For Treasury Wine

Oct 18 2021 - Australia
9
Collins Foods Finds KFC Simply Irresistible

Oct 11 2021 - Australia
10
Metcash Holds Share As Lockdowns Return

Sep 02 2021 - Australia