Charter Hall upgrades FY26 earnings guidance amid strong property momentum

Charter Hall upgraded its FY26 earnings guidance thanks to stronger investment and funds inflows.

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Key points

  • Charter Hall upgraded its FY26 OEPS guidance by 5.5% to 95.0 cents per security, reflecting a 16.7% increase over FY25, driven by strong investment activities and rising revenues.
  • The group's Property Investments and Funds Management divisions are thriving amid increased transaction volumes and robust equity inflows from institutional and retail investors.
  • Looking forward, Charter Hall anticipates sustained momentum and will release its Financial Half Year 2026 Results on 19 February 2026, focusing on continued growth and investment opportunities.

The Charter Hall Group (ASX: CHC) share price is in focus after the group upgraded its FY26 operating earnings per security (OEPS) guidance by 5.5% to 95.0 cents, thanks to strong investment activity and growing revenue across key business segments.

What did Charter Hall report?

  • FY26 OEPS guidance upgraded by 5.5% to 95.0 cents per security (from 90.0 cps)
  • This represents a 16.7% increase on FY25 OEPS of 81.4 cents per security
  • Increased transaction volumes across Property Investments, Development Investment, and Funds Management
  • Equity inflows from both existing and new investors remain healthy
  • FY26 guidance excludes any performance fee revenue

What else do investors need to know?

Charter Hall is experiencing positive momentum, with more deals closing and rising investment activity since 30 June 2025. The group's Property Investments and Funds Management divisions are seeing operational gains and higher revenue, driven by strong demand from institutional and retail investors.

Charter Hall manages a diverse portfolio spanning office, industrial, retail, and social infrastructure properties. The uplift in guidance signals management's confidence in continuing growth, supported by disciplined financial management and active engagement with customers.

What's next for Charter Hall?

Assuming no major changes in market conditions, Charter Hall expects continued momentum leading into FY26, with upgraded earnings guidance now set at 95.0 cents per security. The group remains focused on growing platform activity and delivering strong outcomes for its investor customers.

Charter Hall will announce its Financial Half Year 2026 Results on 19 February 2026. Management expects ongoing demand for its property funds and further investment opportunities across core sectors.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 53%, outpacing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% 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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