Wesfarmers share price dips amid exciting day for investors

The Wesfarmers share price has tumbled 1.9% while the ASX 200 has slipped 0.3%. What's happening?

| More on:
A group of business people pump the air and cheer.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • Wesfarmers shares are down 1.9%, but investors are celebrating payment of the fully franked final dividend of $1.11 per share, with new shares issued to those participating in the DRP.
  • In addition to regular dividends, Wesfarmers proposes a $1.50 per share capital management initiative including a capital return and special dividend, contingent upon ATO clearance and shareholder approval, expected to be paid on 4 December.
  • For FY25, Wesfarmers reported a 3.4% revenue increase to $45.7 billion and a 14.4% rise in statutory NPAT to $2.93 billion, driven by strong performances from key divisions like Bunnings and the Kmart Group, contributing to a 31% share price increase over the past year.

The Wesfarmers Ltd (ASX: WES) share price is down 1.9% to $89.76 while the S&P/ASX 200 Index (ASX: XJO) is down 0.3% on Tuesday.

Despite this, it's an exciting day for Wesfarmers shares investors today — here's why.

Wesfarmers shares investors are happy today!

Investors in the market's largest ASX 200 consumer discretionary share will receive their dividends today.

Wesfarmers investors will receive a fully franked final dividend of $1.11 per share.

The full-year dividend totalled $2.06 per share, which translates to a fully franked annual dividend yield of 2.3%.

Shareholders who elected to participate in the dividend reinvestment plan (DRP) will receive their new Wesfarmers shares today.

Wesfarmers announced a DRP share price of $92.5815 last week.

The company calculated its DRP share price by taking the average of the daily volume weighted average price of Wesfarmers shares, excluding trades which are not considered to reflect normal supply and demand, on each of the 15 consecutive trading days from 8 September to 26 September inclusive.

Only 12% of shareholders elected to participate in the DRP this time around.

But wait, there's more money on the way…

During earnings season last month, Wesfarmers also proposed a capital management initiative of $1.50 per share.

The initiative is comprised of a capital return of $1.10 per share plus a fully franked special dividend of 40 cents per share.

The DRP will apply to the dividend component of the distribution for shareholders who elected to participate this time around.

The diversified conglomerate is among a small collection of ASX shares paying special dividends this month.

The board decided to do a capital return following the sale of Wesfarmers' remaining interest in Coles Group Ltd (ASX: COL) and the divestment of Coregas and WesCEF's LPG and LNG distribution businesses.

The capital return is subject to a final ruling from the Australian Taxation Office (ATO) and shareholder approval at the annual general meeting on 30 October.

If approved, Wesfarmers investors can expect to receive their extra payout on 4 December.

Re-cap on FY25 results

Wesfarmers reported revenue of $45.7 billion, up 3.4%, for FY25.

Statutory earnings before interest and tax (EBIT) came in at $4.47 billion, up 11.9%.

Underlying EBIT was $4.19 billion, up 4.9%.

Operating cash flow fell 0.6% to $4.57 billion.

This all boiled down to a statutory net profit after tax (NPAT) of $2.93 billion, up 14.4%.

Underlying NPAT (which excluded certain major items) rose 3.8% to $2.65 billion.

What did management say?

Wesfarmers managing director Rob Scott said:

The group's largest divisions continued to perform well, with Bunnings and Kmart group's everyday low prices and market-leading offers driving sales and earnings growth.

Scott added:

The retail divisions also benefited from new and expanded ranges and offerings that helped grow their addressable markets.

Bunnings' solid trading performance reflects the strength and resilience of its offer and disciplined execution of its strategic agenda. Kmart Group's higher earnings were supported by its strong value credentials and focus on productivity and cost control. Officeworks increased sales and earnings, as it continues to transform its technology offer and service model.

Wesfarmers share price snapshot

The Wesfarmers share price has risen by 31% over the past 12 months.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Wesfarmers. The Motley Fool Australia has positions in and has recommended Coles Group. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Consumer Staples & Discretionary Shares

A young boy points and smiles as he eats fried chicken.
Consumer Staples & Discretionary Shares

Is this ASX food producer a takeover target after its "deeply disappointing" share price performance?

Share price weakness could raise the possibility of a buyout offer.

Read more »

A young boy points and smiles as he eats fried chicken.
Broker Notes

Down 22% this year, does Macquarie rate Inghams shares a buy?

Is it time to buy low on this struggling stock?

Read more »

Three cows jumping over a field of grass
Broker Notes

Why Macquarie expects this dividend paying ASX 300 stock to leap 19%

Macquarie forecasts a strong year ahead for this ASX 300 dividend stock.

Read more »

Woman customer and grocery shopping cart in supermarket store, retail outlet or mall shop. Female shopper pushing trolley in shelf aisle to buy discount groceries, sale goods and brand offers.
Consumer Staples & Discretionary Shares

Is the tide starting to turn for Woolworths shares?

The team at Wilson Advisory believe Woolworths is a compelling investment opportunity.

Read more »

jumbo share price - lottery ball numbers
Consumer Staples & Discretionary Shares

Does Macquarie rate Lottery Corporation shares a buy, hold or sell?

Investors are dying to know...

Read more »

Collins Foods share price pieces of fried chicken
Consumer Staples & Discretionary Shares

At a 12-month low, is it time to buy Inghams shares?

Costs are threatening the bottom line at Inghams, but are their shares worth a look at current levels?

Read more »

A young woman drinking coffee in a cafe smiles as she checks her phone.
Consumer Staples & Discretionary Shares

Morgans just upgraded this consumer discretionary stock to a buy

This coffee machine business' share price could be set for a caffeine boost.

Read more »

A graphic showing a businessman running up a white upwards rising arrow symbolising the soaring Magellan share price today
Consumer Staples & Discretionary Shares

This ASX All Ords stock is tipped to jump 50% higher

Here's what Macquarie expects over the next 12 months.

Read more »