PEXA Group posts 6% transaction growth and reaffirms FY26 outlook

PEXA Group shares are in focus after the company posted 6% growth in Q1 property transaction volumes and reaffirmed its annual outlook.

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Key points

  • PEXA Group saw a 6% increase in transaction volumes, strong growth in refinancing, and UK remortgage volumes, reinforcing its dominant market position.
  • The company is expanding its Australian Exchange platform, launching new sector solutions, and progressing with a UK remortgage service in collaboration with NatWest.
  • PEXA reaffirmed its FY26 guidance, focusing on enhancing platform resilience and growth in both Australian and UK markets with strategic initiatives boosting shareholder value.

The PEXA Group Ltd (ASX: PXA) share price is in focus today after the company delivered a solid 1Q26 update, highlighting 6% growth in Australian property transaction volumes and reaffirming its FY26 guidance.

What did PEXA Group report?

  • Total transaction volumes processed through PEXA Exchange rose 6% year-on-year to 1,055,000 in 1Q26.
  • Australian property transfer volumes increased 3% to 667,000 transactions; refinances jumped 16% to 249,000.
  • National market penetration held steady at 90%.
  • UK remortgage completion volumes grew 32% at Optima Legal and 22% at Smoove compared to 1Q25.
  • Digital Solutions subscriptions revenue grew by 15%, accounting for 87% of the segment's revenue.
  • FY26 guidance reaffirmed: revenue between $405m–$430m, EBITDA margin 32%–35%, NPAT $5m–$15m.

What else do investors need to know?

PEXA maintained its dominant position in Australia, launching its refinance product in the Northern Territory and preparing to deliver an Anti-Money Laundering solution in response to new sector requirements coming into force in July 2026. The company's customer satisfaction score climbed to 88.3% in 1Q26, up from 87.5% in the previous quarter.

In the UK, PEXA's growth momentum continued, with a significant increase in platform transaction and remortgage completion volumes. The company is gearing up to launch a PEXA-enabled remortgage service with NatWest in the first half of the 2026 calendar year, having also reached the milestone of £200 million in property transfers since entering the UK market.

What did PEXA Group management say?

Russell Cohen, Chief Executive Officer and Group Managing Director said:

We delivered a solid trading performance in the first quarter of FY26 across both Australia and the UK. In Australia, property transaction volumes grew 6%, driven by strong refinancing activity. The UK market is gaining momentum, showing clear signs of growth after a period of subdued activity.

PEXA is executing well against our FY26 strategy, and I am pleased to reaffirm our guidance for FY26. We are investing in the resilience and modernisation of the Australian Exchange platform to deliver improved service and outcomes for Australian customers. In the UK, we remain on track to launch a PEXA-enabled remortgage service with NatWest in the first half of calendar year 2026. We continue to focus on lender and conveyancer adoption and we are well positioned to capture significant growth opportunities in this market.

What's next for PEXA Group?

PEXA reaffirmed its guidance for FY26 despite softer property market volumes early in the second quarter, signalling confidence in its business trajectory. Management is focused on strengthening the Australian Exchange platform, rolling out new anti-money laundering solutions, and driving further adoption in the UK.

Investors can expect the company's expansion in both markets to continue, with the planned NatWest remortgage service launch and further customer engagement initiatives. The ongoing strategic review of Digital Solutions also aims to optimise growth and maximise shareholder value.

PEXA Group share price snapshot

PEXA Group shares have risen 12% over the past year, running ahead of the S&P/ASX 200 Index (ASX: XJO) which has increased 8% over the same period.

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Motley Fool contributor Laura Stewart 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 PEXA Group. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

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