Jarden cuts target for ARB Corporation stock from AUD 21.60 to AUD 18.60

Published on 10/25/2026 at 01:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

FY2026 revenue fell 3.8 percent to AUD 702.0 million. ARB Corporation stock kept its AUD 0.35 final dividend for October 2026 payment.

Target revision and earnings context

Jarden set an AUD 18.60 target for ARB on October 16, 2026.
Fiscal 2026 revenue fell 3.8 percent to AUD 702.0 million.
ARB's annual meeting on October 15, 2026 recorded more than 25 percent opposition to the remuneration report.

ARB, AU000000ARB5, Illustration mit AI erstellt.

ARB Corporation (AU000000ARB5) faces a lower Jarden target of AUD 18.60, cut from AUD 21.60 on October 16, 2026. MarketScreener reported that Jarden kept its Neutral rating while reducing the target.

Target cut resets valuation

The revised target is 7.27 percent above ARB's ASX price of AUD 17.34 on October 23, 2026. The comparison leaves a smaller valuation cushion than the former AUD 21.60 target, which was 24.57 percent above that price.

Markets Insider reported on October 15, 2026 that Ord Minnett maintained a Buy rating with an AUD 28.00 target. Morgan Stanley also maintained a Buy rating with an AUD 26.00 target, according to Markets Insider.

What does the dividend signal?

ARB reported fiscal 2026 revenue of AUD 702.0 million, down 3.8 percent from the prior year, while net profit after tax fell 5.2 percent to AUD 92.4 million. The company kept its fully franked final dividend at AUD 0.35 for October 2026, and held net cash at AUD 47.9 million with zero debt as of June 30, 2026, according to The Motley Fool Australia.

At the October 15, 2026 annual meeting, more than 25 percent of votes opposed adoption of the remuneration report. ARB Corporation said the board would review its remuneration policies after shareholder feedback.

Reporting dates remain visible

The next interim report is scheduled for February 23, 2027, followed by the annual report on August 24, 2027, according to Intelligent Investor. These dates give investors two concrete checkpoints for judging whether softer sales have stabilized.

ARB stock holds a narrow valuation spread

ARB stock was last at AUD 17.34 on the ASX at 4:40 p.m. AEDT on October 23, 2026. Its market capitalization was AUD 1.5 billion, while the 52-week range stood at AUD 16.21 to AUD 37.49 on the same date.