Wesfarmers Limited

The shareholders of Wesfarmers Limited approved the capital return component at the 2025 Annual General Meeting held on 30 October 2025. The capital return will be $1.10 per security, payable on 4 December 2025. The record date for the dividend is November 6, 2025, the ex-dividend date is November 5, 2025.

marketscreener

Wesfarmers Limited Approves Dividend, Payable on 4 December 2025

Wesfarmers Limited announced a special dividend of AUD 0.40 per share. The record date for the dividend is November 6, 2025, the ex-dividend date is November 5, 2025, and the payment date is December 4, 2025.

Wesfarmers Limited Announces a Special Dividend, Payable on December 4, 2025

According to TipRanks, Baxter is an analyst with an average return of -9.4% and a 33.77% success rate. Baxter covers the Consumer Cyclical sector, focusing on stocks such as Domino’s Pizza Enterprises Limited, Guzman y Gomez Ltd., and Wesfarmers Limited. Currently, the analyst consensus on Wesfarmers Limited is a Moderate Sell with an average price target of $54.72, a -10.30% downside from current levels. In a report released on October 31, UBS also maintained a Hold rating on the stock with a A$90.00 price target.

Tip Ranks

Morgan Stanley Sticks to Their Hold Rating for Wesfarmers Limited (WFAFF)

Wesfarmers Limited announced cessation of Jennifer Anne Westacott as director. Date that director ceased to be director: 30 October 2025.

Wesfarmers Limited Announces Cessation of Jennifer Anne Westacott as Director, Effective 30 October 2025

According to TipRanks, Cousins is a 2-star analyst with an average return of 1.2% and a 49.48% success rate. Cousins covers the Consumer Cyclical sector, focusing on stocks such as Guzman y Gomez Ltd., Harvey Norman Holdings Ltd, and Wesfarmers Limited. Wesfarmers Limited has an analyst consensus of Moderate Sell, with a price target consensus of $55.14, which is a -9.61% downside from current levels. In a report released yesterday, Citi also maintained a Hold rating on the stock with a A$90.00 price target.

UBS Reaffirms Their Hold Rating on Wesfarmers Limited (WFAFF)

Lemme covers the Consumer Cyclical sector, focusing on stocks such as JB Hi-Fi Limited, Super Retail Group Limited, and Aristocrat Leisure . According to TipRanks, Lemme has an average return of 9.0% and a 62.41% success rate on recommended stocks. Wesfarmers Limited has an analyst consensus of Moderate Sell, with a price target consensus of $53.25, representing a -12.70% downside. In a report released on October 16, TR | OpenAI – 4o also downgraded the stock to a Hold with a A$96.00 price target.

Wesfarmers Limited (WFAFF) Gets a Hold from Citi

Wesfarmers Limited (ASX:WES) has a high P/E ratio of 35.6x, raising concerns as it exceeds the average for Australian companies. Despite strong earnings growth of 14% last year and a 24% increase over three years, analysts predict only a 5.4% annual EPS growth for the next three years, below market expectations. This disparity suggests that the current high P/E may not be sustainable, posing risks for shareholders and potential investors. A warning sign has been identified, indicating that there may be better investment opportunities available.

Simplywall

There's Reason For Concern Over Wesfarmers Limited's (ASX:WES) Price

CLSA maintains a Hold rating on Wesfarmers Limited (WFAFF). Analyst Barwick, who covers the Consumer Defensive sector, has a 0.9% average return and a 48.98% success rate. The consensus rating for Wesfarmers is Moderate Sell, with a $53.90 average price target, indicating a potential downside of -8.98%. Morgan Stanley recently upgraded the stock to Hold with a price target of A$93.50.

CLSA Remains a Hold on Wesfarmers Limited (WFAFF)

According to TipRanks, Baxter is an analyst with an average return of -11.4% and a 31.03% success rate. Baxter covers the Consumer Cyclical sector, focusing on stocks such as Domino’s Pizza Enterprises Limited, Harvey Norman Holdings Ltd, and Wesfarmers Limited. Wesfarmers Limited has an analyst consensus of Moderate Sell, with a price target consensus of $51.56.

Morgan Stanley upgrades Wesfarmers Limited (WFAFF) to a Hold

The S&P/ASX 200 rose 0.2% to 8,612 on Friday, buoyed by strong US job growth and a drop in the unemployment rate, enhancing confidence in the US economy. Investors are awaiting Australia's monthly household spending data and the Reserve Bank's monetary policy meeting, with expectations of a 25 basis point rate cut. Notable gainers included Newmont Corporation, Goodman Group, and Wesfarmers Limited, while BHP Group, Pro Medicus, and Rio Tinto saw declines. The index is set for its second consecutive weekly gain.

Trading Economics

Newmont

Goodman Group

Australian Shares Edge Higher, Set for Second Weekly Gains

Wesfarmers Limited has sold its 100% interest in BWP Management Limited to BWP for $142.6 million, allowing BWP to internalize its management. This deal includes a lease reset for Bunnings, extending the tenure of 62 sites and enabling capital investment for enhancements. Wesfarmers' stake in BWP will rise to 23.5%, aiming to support long-term growth for Bunnings. The current analyst rating for Wesfarmers (AU:WES) is a Hold with a price target of A$69.00.

Wesfarmers Sells BWP Management, Resets Bunnings Leases

FSUGY

The S&P/ASX 200 Index increased by 0.3% to over 8,560, marking its third consecutive day of gains. Investors are optimistic about upcoming trade data, anticipating a surplus of A$6.1 billion for April, indicating a robust export sector. The OECD forecasts China's GDP growth at 4.7%, but warns of potential impacts from US tariffs on Australian exports. Notable performers included Wesfarmers Limited (0.8%), Goodman Group (1.1%), and Fortescue LTD (1.4%).

Fortescue Ltd

Australian Shares Rally for 3rd Day

Wesfarmers Limited has appointed Julie Ann Coates as a new director. Coates holds 3,000 shares through Good Coates Pty Limited, complying with ASX listing rules for transparency. Wesfarmers operates in various sectors, including retail and chemicals, and has a market cap of $56.04B. The company's year-to-date price performance is 13.04%, with a strong sell technical sentiment signal.