Computershare holds AGM after a strong FY25

Computershare's FY25 results showed higher profit, revenues, and dividends, with management upbeat on the FY26 outlook.

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Key points

  • Computershare achieved a 4.4% increase in management revenue to $3.1 billion USD and a 15% rise in management EPS to 135.1 cents per share in FY25, with a 13.4% dividend increase.
  • The company experienced growth across core businesses and maintained strong cash flow conversion, completing a $750 million share buyback and a sale of its UK Mortgage Services business to enhance its balance sheet.
  • Looking forward, Computershare expects FY26 management EPS to grow by approximately 4%, focusing on acquisition integrations and new targets, with shares up 20% over the past year, outperforming the ASX 200.

The Computershare Ltd (ASX: CPU) share price is in focus today as the company hosts its annual general meeting (AGM). In FY25, the company reported a 4.4% lift in management revenue to $3.1 billion and a 15% increase in management EPS for FY25.

What did Computershare report in FY25?

  • Management revenue up 4.4% to $3.1 billion (USD)
  • Management EBIT excluding margin income rose 17.4% to $411.9 million
  • Management earnings per share (EPS) up 15% to 135.1 cents per share
  • Total dividend per share up 13.4% to 93 cents (AUD, unfranked)
  • Return on invested capital increased by 50 basis points to 35.8%
  • AU$750 million share buyback completed in FY25

What else do investors need to know?

Computershare reported revenue and EBIT growth across all three core businesses—Issuer Services, Corporate Trust, and Employee Share Plans. The company also highlighted improving cash flow conversion and a low leverage ratio, which boosts its ability to invest in growth and reward shareholders.

During the year, Computershare completed the sale of its UK Mortgage Services business and announced plans to repay $200 million in USPP debt in November 2025. The business remains focused on investing in technology and innovation, with capex staying low relative to revenue.

What did Computershare management say?

Stuart Irving, Chief Executive Officer and President said:

Our high-quality, capital-light business continues to deliver long-term growth through cycles, and our strong balance sheet provides scope for further innovation and shareholder returns.

What's next for Computershare?

Looking ahead, management affirmed FY26 guidance for management EPS to rise by around 4% to approximately 140 cents per share. The company expects core fees and event-driven income to trend above expectations, with improving activity in corporate actions and debt issuance.

Computershare plans to focus on completing acquisition integrations and pursuing new acquisition targets in its core verticals. The dividend payout is under review, given Australian tax limitations on future share buybacks.

Computershare share price snapshot

Computershare shares have climbed 20% over the past 12 months, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% 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 no position in any of the stocks mentioned. 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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