Goodman Group

Goodman Group Receives Buy Rating From Morgan Stanley, Macquarie Maintains Hold Rating

Penny analyzes Goodman Group stock and gives a buy rating

Goodman Group Receives Buy Rating, Penny Continues Recommendation

MacFarlane Analyzing Performance of Goodman Group and Others

UBS Upgrades Goodman Group Rating to Buy

Goodman Group has announced the results of its Annual General Meetings, showcasing strong shareholder support with most resolutions carried. This reflects the company's commitment to transparency and governance, reinforcing its industry positioning. The latest analyst rating for Goodman Group (AU:GMG) is a Buy, with a price target of A$36.41. Goodman Group specializes in sustainable logistics properties and data centers globally, operating across multiple regions and recognized as a leading property group on the Australian Securities Exchange.

Tip Ranks

Goodman Group Announces AGM Results, Reflects Strong Shareholder Support

Shares of Australia's Goodman Group have fallen 6.6% to A$30.840 this week, marking its largest weekly drop since March. The data center landlord anticipates a 9% growth in FY26 operating EPS, down from 9.8% in FY25. Development activity is expected to be concentrated in H2 FY26, potentially affecting earnings timing. The core logistics business faces challenges, with subdued industrial project commencements. Goodman Group's stock has recently increased by 0.5%, reducing year-to-date losses to 13.4%.

Reuters

Australia's Goodman set for biggest weekly drop since March on weak outlook

Goodman Group shares fell 1.8% to A$30.66, marking their lowest level since May 14. The company anticipates 9% operating EPS growth for FY26, down from 9.8% in FY25, amid subdued industrial project commencements. UBS cut its price target to A$36.41 from A$36.63, citing disappointing updates on data centre progress, but upgraded its rating to "buy" from "neutral" due to recent stock underperformance. Year-to-date, the stock is down 13.8%.

Australia's Goodman extends losses after dour outlook; UBS cuts PT

Ord Minnett has maintained a Hold rating on Goodman Group (GMGSF) with a price target of A$31.75. This follows a similar Hold rating from Macquarie's David Pobucky. Conversely, Citi has issued a Buy rating for Goodman Group on the same day.

Goodman Group (GMGSF) Gets a Hold from Ord Minnett

According to TipRanks, MacFarlane is a 2-star analyst with an average return of 0.1% and a 49.43% success rate. MacFarlane covers the Real Estate sector, focusing on stocks such as Goodman Group, Digico Infrastructure REIT, and GDI Property Group. In addition to Bell Potter, Goodman Group also received a Buy from Citi’s Howard Penny in a report issued today. However, on the same day, Macquarie maintained a Hold rating on Goodman Group (Other OTC: GMGSF).

Bell Potter Sticks to Its Buy Rating for Goodman Group (GMGSF)

Goodman Group Reaffirms Fiscal 2026 Operating EPS Growth Guidance

marketscreener

Goodman Group Reaffirms Fiscal 2026 Operating EPS Growth Guidance

Goodman Group's shares fell 3.1% to A$31.32, marking a five-month low, with a third consecutive session of losses. The company targets 9% operating EPS growth for FY26, down from 9.8% in FY25, citing subdued industrial project commencements and headwinds in its logistics business. Citi views these challenges as critical for future growth into FY27 and beyond. Year-to-date losses for Goodman Group now stand at 9.3%.

Australia's Goodman falls to more than 5-month low on bleak outlook, muted project starts

The S&P/ASX 200 closed at a two-week low of 8,926, down nearly 1% and below 9,000 for the first time since October 15. Hotter inflation, with the CPI rising 3.5% year-on-year in September, dampened hopes for a near-term RBA rate cut. Markets now see only an 8% chance of a 25bp cut on November 4. Rate-sensitive sectors, including financials and real estate, experienced broad selling, with the Big Four Banks and Goodman Group leading declines.

Trading Economics

Aussie Shares Finish at Two-Week Low

The ASX 200 Insider Trades report highlights significant director transactions from 15 to 22 October 2025, with notable buys including Stockland's Tarun Gupta and Treasury Wine Estates' Nigel Garrard. Stockland's shares rose 43% year-to-date, while Treasury Wine faced challenges, including a 15.3% drop after withdrawing FY26 guidance. Major sells included Wisetech's Richard White, who sold nearly $400 million in stock, and NWH's Julian Pemberton. Goodman Group's Gregory Goodman and Ventia's Dean Banks also made significant sales, with Ventia's stock up 50% year-to-date despite a mixed earnings report.

Market Index

ASX 200 Insider Trades: Directors bought and sold these 9 stocks last week

According to TipRanks, Chan is a 3-star analyst with an average return of 2.9% and a 45.51% success rate. Chan covers the Real Estate sector, focusing on stocks such as Charter Hall Group, GPT Group, and Goodman Group. Currently, the analyst consensus on Goodman Group is a Moderate Buy with an average price target of $24.81, implying a 15.64% upside from current levels. In a report released on October 21, Citi also maintained a Buy rating on the stock with a A$40.00 price target.

Goodman Group (GMGSF) Gets a Buy from Morgan Stanley

Penny covers the Real Estate sector, focusing on stocks such as Goodman Group, Scentre Group, and ABACUS STORAGE KING. According to TipRanks, Penny has an average return of 7.1% and a 65.94% success rate on recommended stocks. Currently, the analyst consensus on Goodman Group is a Moderate Buy with an average price target of $24.64, representing a 7.08% upside. In a report released on October 15, Morgan Stanley also maintained a Buy rating on the stock with a A$40.47 price target.

Citi Reaffirms Their Buy Rating on Goodman Group (GMGSF)

The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Goodman Group with a $24.62 average price target, a 20.10% upside from current levels. In a report released today, Morgan Stanley also maintained a Buy rating on the stock with a A$40.47 price target.