REECE LIMITED (REH)
Share Price Analysis and Chart

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REH

REH - REECE LIMITED

FNArena Sector : Furniture & Renovation
Year End: June
GICS Industry Group : Capital Goods
Debt/EBITDA: 2.2
Index: ASX200 | ASX300 | ALL-ORDS

LAST PRICE CHANGE +/- CHANGE % VOLUME

$16.80

25 Jun
2026

1.140

OPEN

$15.90

7.28%

HIGH

$17.45

1,230,618

LOW

$15.80

TARGET
$16.067 -4.4% downside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
ADH . BLX . GWA . HVN . JBH . JYC . NCK . TPW .
FNARENA'S MARKET CONSENSUS FORECASTS
REH: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 49.5 52.4 xxx
DPS (cps) xxx 18.8 20.4 xxx
EPS Growth xxx 0.7% 5.8% xxx
DPS Growth xxx 2.6% 8.3% xxx
PE Ratio xxx N/A 31.3 xxx
Dividend Yield xxx N/A 1.2% xxx
Div Pay Ratio(%) xxx 38.0% 38.9% xxx

Dividend yield today if purchased 3 years ago: 0.99%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.15

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: 17/03 - ex-div 5.44c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx49.5
DPS All xxxxxxxxxxxxxxx18.8
Sales/Revenue xxxxxxxxxxxxxxx9,378.4 M
Book Value Per Share xxxxxxxxxxxxxxx609.4
Net Operating Cash Flow xxxxxxxxxxxxxxx645.2 M
Net Profit Margin xxxxxxxxxxxxxxx3.29 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx7.91 %
Return on Invested Capital xxxxxxxxxxxxxxx5.27 %
Return on Assets xxxxxxxxxxxxxxx4.08 %
Return on Equity xxxxxxxxxxxxxxx7.91 %
Return on Total Capital xxxxxxxxxxxxxxx8.78 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx372.4 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 xxxxxxxxxxxxxxx173 M
Long Term Debt xxxxxxxxxxxxxxx2,080 M
Total Debt xxxxxxxxxxxxxxx2,253 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx328 M
Price To Book Value xxxxxxxxxxxxxxx2.83

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx174.4 M
Capex % of Sales xxxxxxxxxxxxxxx1.86 %
Cost of Goods Sold xxxxxxxxxxxxxxx6,664 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx2,187 M
Research & Development xxxxxxxxxxxxxxx0 M
Investments - Total xxxxxxxxxxxxxxx17 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

0.2

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

31/03/2026

3

Neutral

$14.90

-11.31%

In assessing the US market, Macquarie points out volatility remains high and for the third year running the context looks disappointing. A large amount of caution exists across the US economy.

The broker has shifted an expected second half recovery into 2027 and, while a clear catalyst will be a resolution of the Iran war, suggests the inflationary impulse could linger and influence macro decisions.

Macquarie notes the competitive intensity in the broader US market presents risks in both directions for Reece. Neutral retained. Target is reduced to $14.90 from $17.00.

FORECAST
Macquarie forecasts a full year FY26 dividend of 17.90 cents and EPS of 46.60 cents.
Macquarie forecasts a full year FY27 dividend of 20.00 cents and EPS of 53.30 cents.

UBS

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Ord Minnett

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

15/06/2026

2

Overweight

$16.10

-4.17%

Jarden retains its Overweight rating for Reece with its target price reduced to $16.10 from $16.40 on revised cost of capital assumptions.

Commentary highlights proprietary tracker metrics spanning more than 500 domestic retail storefronts indicate resilient volume trends despite recent price increases.

Foot traffic and employee recruitment trends both accelerated across the calendar year to date.

Operational hiring remains heavily concentrated in trade counter and logistics delivery roles to support sustained baseline volumes.

The analyst views the transaction datasets as an incrementally positive indicator for broader Australian economic health.
Access Extra Coverage Research History >

REH STOCK CHART

FNArena News on REH

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