Charter Hall Retail REIT stock gains 1.17 percent on ASX earnings outlook

Published on 10/07/2026 at 02:26 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Charter Hall Retail REIT stock is backed by FY2027 operating earnings guidance of AUD 0.273 per unit. Eleven analysts set an average target of AUD 4.431.

Charter Hall Retail REIT, AU000000CQR9, Illustration mit AI erstellt.

Charter Hall Retail REIT (AU000000CQR9) was trading at AUD 3.45 on the ASX on October 7, 2026, up 1.17 percent from AUD 3.41. The latest full-year update points to FY2027 operating earnings of at least AUD 0.273 per unit, giving the income-focused REIT a measurable earnings base.

FY2027 guidance sets the tone

According to Yahoo Finance in the FY2026 earnings call dated August 7, 2026, operating earnings reached AUD 0.264 per unit, up 4 percent from FY2025. Management guided to FY2027 operating earnings of at least AUD 0.273 per unit and distributions of at least AUD 0.264 per unit, both representing growth of at least 3.5 percent.

The operating comparison is important because distributions were AUD 0.255 per unit in FY2026, up 3.3 percent from FY2025. Net tangible assets rose 8.4 percent to AUD 5.03 per unit, while same-property net property income increased 3 percent during FY2026, according to Yahoo Finance.

Analysts see valuation upside

The analyst picture is mixed but remains above the market quotation. MarketScreener lists an Outperform consensus from 11 analysts, an average target of AUD 4.431, a high target of AUD 4.80 and a low target of AUD 4.05. The average target lies 28.43 percent above the AUD 3.45 price.

Macquarie upgraded Charter Hall Retail REIT to Buy on September 30, 2026, with a 12-month target of AUD 4.18, according to Motley Fool Australia. UBS took the opposite direction on September 9, 2026, cutting its rating from Buy to Neutral and lowering its target from AUD 4.65 to AUD 4.20, as MarketScreener reported.

Stock remains below its yearly high

At AUD 3.45, the units were AUD 0.80 below the 52-week high of AUD 4.25 and AUD 0.11 above the 52-week low of AUD 3.34. The market capitalization was AUD 2.0 billion and trading volume stood at 190,529 units as of October 7, 2026.

The next investor checkpoint is the annual meeting scheduled for October 29, 2026, according to Finscry. For investors, the key tension is visible in the gap between the AUD 3.45 market price and the AUD 4.431 average analyst target, while the FY2027 distribution floor remains AUD 0.264 per unit.

Income outlook supports the valuation case

Charter Hall Retail REIT was last trading at AUD 3.45 on the ASX on October 7, 2026 at 11:05 a.m. AEDT. Its current price sits within the AUD 3.34 to AUD 4.25 52-week range, with FY2027 earnings guidance providing the main operating reference for the stock.