FY26 Earnings Guidance - Affirmed

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Stock Computershare Ltd (CPU.ASX)
Release Time 5 May 2026, 4:41 p.m.
Price Sensitive Yes
 Computershare Affirms FY26 Earnings Guidance
Key Points
  • Management EPS expected around 144 cents per share, up ~6% on PCP
  • Issuer Services and Employee Share Plans performing consistently
  • Margin Income guidance upgraded to around $740m
Full Summary

Computershare Limited (CPU) today affirms guidance, upgraded in February 2026, for Management Earnings Per Share (EPS) to be around 144 cents per share in FY26, up around 6% on the prior corresponding period. The company's Issuer Services Register Maintenance business continues to perform consistently, with Corporate Action volumes in 2H26 broadly in line with expectations and a growing pipeline. The Employee Share Plans segment is seeing continued growth in recurring client-paid fee revenue, reflecting the ongoing increase in the use of equity in employee remuneration, while trading revenues are up in 2H26 versus the prior corresponding period. In the Corporate Trust business, overall issuance volumes and fee revenues are higher in 2H26 compared to the prior corresponding period, and the company has secured Ginnie Mae document custodian approval, supporting further growth. Margin Income guidance for the year has been upgraded to around $740m, driven by higher than expected average client balances, particularly from Corporate Actions. Computershare's strong global businesses continue to benefit from structural growth trends, high levels of recurring revenue, and operating leverage, positioning the company well to deliver ongoing growth and high returns for shareholders in FY27.

Guidance

Management EPS expected around 144 cents per share in FY26, up ~6% on the prior year. Margin Income guidance upgraded to around $740m for FY26.

Outlook

Computershare's strong global businesses continue to benefit from structural growth trends, high levels of recurring revenue, and operating leverage, positioning the company well to deliver ongoing growth and high returns for shareholders in FY27.