$5,000 invested in Westpac shares at the start of 2025 is now worth….

The big 4 bank's shares have tumbled over the past month.

| More on:
Woman holding $50 and $20 notes.

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

  • A $5,000 investment in Westpac shares at the beginning of January 2025 would now be worth approximately $5,867, reflecting a 17.34% increase year-to-date.
  • Westpac shares saw an uplift following a positive Q1 update but experienced a 5% drop after underwhelming FY25 results, despite a dividend increase.
  • Analysts largely lean towards a sell or hold for Westpac, predicting a substantial potential downside, with target prices suggesting declines due to anticipated limited growth and challenges ahead.

Westpac Banking Corp (ASX: WBC) shares closed 0.55% lower on Tuesday afternoon at $38.03 a piece. Over the past month the shares have tumbled 3.77%, but they're still 15.7% higher than this time last year.

So if I bought $5,000 of Westpac shares in January, what would it be worth now?

Westpac was the second-highest performing big 4 bank this year, behind Commonwealth Bank of Australia (ASX: CBA). Westpac shares are currently trading 17.34% higher than the 2nd of January 2025. This means that $5,000 invested on the first day the ASX opened in January this year would now be worth a total of $5,867.

What happened to Westpac shares this year?

Westpac shares jumped 15% after it released a positive third quarter update in mid-August, and the share price remained relatively stable until it posted an unexciting full year FY25 result in early November.

The latest full-year update, where the bank reported a 1% decline in its net profit after tax, and after excluding notable items, net profit reduced by 2% year-over-year, caused a 5% share price slump.

It wasn't all bad though. The banking giant was able to hike its full-year dividend to $1.53 per share, representing an increase of 2 cents per share.

What's ahead for the banking giant in 2026?

Unfortunately, analysts consensus is that the buying opportunity for Westpac shares has now passed, with a decent downside tipped for the big 4 major over the next 12 months.

According to TradingView data, out of 16 analysts, 9 have a sell or strong sell rating on Westpac shares. The remaining 7 have a hold rating on the stock.

The average target for the share price over the next 12 months is $33.34, but some analysts expect this could drop as low as $23.03 by this time next year. That implies a potential downside as big as 39.44% for investors in 2026, at the time of writing. 

The team at Macquarie think the ASX bank stock will slump further next year. The broker has an underperform rating on the stock and a target price of $31. This implies a potential 18.5% downside at the time of writing. The bank is expected to have limited growth over the coming years.

Morgans analysts are also bearish on Westpac shares. The broker has advised investors who are overweight on the bank stock to sell up following the ASX 200 bank share's strong gains this year.

Motley Fool contributor Samantha Menzies 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.

More on Bank Shares

Woman with money on the table and looking upwards.
Bank Shares

The CBA share price has fallen 19% since June, is it a buy?

Is this the right time to invest in the bank?

Read more »

Three small children reach up to hold a toy rocket high above their heads in a green field with a blue sky above them.
Bank Shares

Up 22% in a year! The red-hot ANZ share price is smashing CBA, Westpac and NAB shares

Why has the ANZ share price risen so much this year?

Read more »

Model house with coins and a piggy bank.
Bank Shares

Is the NAB share price a buy for passive income?

Is this big bank a major dividend opportunity for income-focused investors?

Read more »

A woman wearing a flowing red dress, poses dramatically on a beach with the sea in the background.
Bank Shares

Own Westpac shares? Here are the dividend dates for 2026

Westpac shares paid 153 cents per share in dividends in 2025 and are tipped to pay 155 cents in 2026.

Read more »

Man putting in a coin in a coin jar with piles of coins next to it.
Bank Shares

This bank's shares could deliver double-digit returns analysts say

Bendigo and Adelaide Bank's major deal announced this week makes strategic sense, the team at Jarden says.

Read more »

Man holding out Australian dollar notes, symbolising dividends.
Bank Shares

Own CBA shares? Here are the dividend dates for 2026

The banking giant has released its corporate calendar for the 2026 financial year.

Read more »

ASX bank share price represented by white Piggy Banks on green background
Bank Shares

ASX bank stocks: Buy, sell, or hold?

Here's what to expect over the next 12 months.

Read more »

Happy young woman saving money in a piggy bank.
Bank Shares

Down 8% and 11% in November – Is this the start of a long slide for NAB and CBA shares?

These banks had an awful month.

Read more »