The Charter Hall (ASX: CHC) share price is in focus after the property group lifted its FY26 operating earnings per security (OEPS) guidance by 3% to 103.0 cents, signalling a 26.5% jump on FY25.
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What did Charter Hall report?
- FY26 OEPS guidance upgraded to 103.0 cents per security (previously 100.0 cents)
- This marks a 26.5% increase on FY25 OEPS of 81.4 cents
- Financial year-to-date gross equity inflows reached $6.5 billion, up $1.7 billion since 1H FY26
- Funds under management (FUM) grew to $74.7 billion, from $71.7 billion at December 2025
- FY26 distribution per security guidance maintained at 6% growth over FY25
What else do investors need to know?
Charter Hall continues to attract both new and existing institutional investors, adding 25 new institutions to its platform in 18 months. Recent capital inflows have supported new partnerships and projects, including the acquisition of a major Sydney CBD land precinct and launching new industrial and infrastructure funds.
Property Services revenue has also grown, aided by strong leasing activity—office leasing alone jumped by 20% compared to the first half. The group's disciplined investment strategy has translated into meaningful incremental earnings, with property investments also delivering steady expansion.
What did Charter Hall management say?
Managing Director and Group CEO David Harrison said:
Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures.
The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital.
Our platform scale, disciplined capital deployment and co-investment alignment continues to drive equity flows and sustained earnings growth.
What's next for Charter Hall?
Looking ahead, Charter Hall expects continued capital inflows to support earnings growth, with FY26 tipped to be its strongest ever year for capital raising. The group anticipates ongoing demand for commercial property, driven by rising institutional allocations, attractive yields, and recent changes to residential property tax rules.
Management highlighted that the business is well placed to benefit from investors seeking higher-yielding assets, especially those with long leases and inflation-linked rent growth. Charter Hall will release its FY26 results on 20 August 2026.
Charter Hall share price snapshot
Over the past 12 months, Charter Hall shares have risen 9%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.
