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Arena REIT
(Sydney:ARF)
Arena REIT (ARF) vs. iShares MSCI Australia ETF (EWA)
Arena REIT Business Overview & Revenue Model
Arena REIT Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 110.05M | 110.05M | 98.18M | 93.23M | 81.24M | 70.78M |
| Gross Profit | 101.36M | 101.36M | 90.43M | 86.06M | 80.67M | 68.22M |
| EBITDA | 0.00 | 86.48M | 74.91M | 85.64M | 61.55M | 67.77M |
| Net Income | 81.49M | 81.49M | 57.51M | 74.24M | 334.29M | 165.35M |
Balance Sheet | ||||||
| Total Assets | 1.86B | 1.86B | 1.62B | 1.57B | 1.52B | 1.15B |
| Cash, Cash Equivalents and Short-Term Investments | 16.57M | 16.57M | 12.43M | 16.11M | 22.20M | 14.02M |
| Total Debt | 436.98M | 436.98M | 377.32M | 340.79M | 323.21M | 240.07M |
| Total Liabilities | 472.83M | 472.83M | 409.05M | 368.99M | 349.59M | 272.59M |
| Stockholders Equity | 1.23B | 1.23B | 1.07B | 1.20B | 1.17B | 878.92M |
Cash Flow | ||||||
| Free Cash Flow | 74.27M | 74.27M | 62.53M | -11.47M | -45.90M | -54.63M |
| Operating Cash Flow | 74.27M | 74.27M | 62.53M | 59.85M | 58.10M | 51.43M |
| Investing Cash Flow | -220.35M | -220.35M | -56.76M | -38.21M | -87.50M | -87.49M |
| Financing Cash Flow | 150.23M | 150.23M | -9.45M | -27.73M | 37.59M | -26.25M |
Arena REIT Technical Analysis
Arena REIT Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $1.18B | 16.64 | 4.86% | 4.94% | ― | ― | |
71 Outperform | AU$1.46B | 17.32 | 6.73% | 5.00% | 12.10% | 29.89% | |
68 Neutral | AU$1.34B | 8.81 | 10.22% | 3.93% | 206.14% | 101.96% | |
66 Neutral | AU$1.75B | 10.12 | 9.29% | 6.16% | 0.12% | ― | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
65 Neutral | AU$1.93B | 23.37 | 5.59% | 5.60% | 38.64% | -21.14% | |
53 Neutral | AU$1.92B | -15.44 | -5.04% | 7.81% | -0.33% | 58.26% |
Arena REIT Corporate Events
Arena REIT has announced the distribution for the September 2025 quarter, with a total distribution of 4.8125 cents per stapled security. This announcement is primarily aimed at custodians and intermediary investors, highlighting the company’s role as a withholding managed investment trust for taxation purposes, which may impact non-resident withholding tax considerations.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.50 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced an update regarding its dividend distribution for the quarter ending on September 30, 2025. The update includes the Dividend Reinvestment Plan (DRP) price, which is relevant for stakeholders interested in the financial aspects of the company. This announcement may impact the company’s financial operations and provide insights into its market positioning.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.00 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced its Annual General Meeting (AGM) scheduled for November 13, 2025, in Melbourne, where investors are encouraged to participate either in person or online. The AGM will provide a platform for discussing the company’s performance and future strategies, impacting stakeholders by offering insights into Arena REIT’s operational focus and market positioning.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.01 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT announced a change in the director’s interest, with Gareth Winter acquiring 73,631 ordinary stapled securities while disposing of 87,153 LTI performance rights and 34,567 deferred STI rights. This change reflects the vesting of securities under the company’s Deferred Short Term and Long Term Incentive Plan, potentially impacting the company’s governance and signaling confidence in its strategic direction.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.01 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced a change in the director’s interest, specifically for Robert de Vos, who has adjusted his holdings in the company’s securities. The change involved the acquisition of 132,047 ordinary stapled securities and the disposal of 138,804 LTI performance rights and 69,134 deferred STI rights. This adjustment was due to the vesting of securities under Arena REIT’s Deferred Short Term and Long Term Incentive Plan, which indicates an alignment of the director’s interests with the company’s performance metrics.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.01 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced the application for quotation of 96,838 fully paid ordinary units stapled securities on the ASX, effective September 24, 2025. This move is part of an employee incentive scheme, indicating the company’s commitment to rewarding its workforce and potentially enhancing its market position by aligning employee interests with shareholder value.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced the application for quotation of 108,840 fully paid ordinary units stapled securities on the ASX, effective from September 24, 2025. This move is part of an employee incentive scheme and reflects the company’s ongoing efforts to enhance its capital structure and provide value to its stakeholders.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced the application for quotation of 127,401 fully paid ordinary units stapled securities on the ASX, effective from September 24, 2025. This move is part of an employee incentive scheme and is expected to enhance the company’s market presence and provide liquidity to its securities, potentially benefiting stakeholders by increasing the accessibility and attractiveness of Arena REIT’s investment offerings.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT’s 2025 Corporate Governance Statement outlines its adherence to the ASX Corporate Governance Council’s principles. The company emphasizes a structured governance approach with separate boards for its entities, ensuring clear delineation of roles and responsibilities. Arena REIT has achieved its diversity objectives, maintaining gender balance across its board and senior executive levels, and has completed performance evaluations for its boards and executives, highlighting succession planning as a focus area.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has released its corporate governance statement for the financial year ending June 30, 2025, which is available on their website. The statement confirms that Arena REIT has adhered to the ASX Corporate Governance Council’s principles and recommendations, ensuring transparency and accountability in its operations. This commitment to governance is likely to enhance stakeholder confidence and strengthen the company’s position in the market.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has released its 2025 Annual Report, highlighting its financial performance and strategic initiatives over the past year. The report underscores the company’s commitment to sustainability and its focus on enhancing community services through its real estate investments. Arena REIT’s operations continue to strengthen its position in the market, offering potential growth and stability for its stakeholders.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT announced a quarterly distribution of 4.8125 cents per stapled security for the quarter ending 30 September 2025, aligning with its FY26 distribution guidance. The Dividend and Distribution Reinvestment Plan (DRP) will apply, offering new securities at a 1.5% discount to the 10-day volume weighted average trading price. This distribution reflects Arena’s commitment to providing consistent returns to its securityholders and reinforces its stable position in the social infrastructure property market.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced a new dividend distribution for its fully paid ordinary units stapled securities, with a distribution amount of AUD 0.048125 per unit. The record date for this dividend is set for September 30, 2025, and the payment will be made on November 6, 2025. This announcement reflects Arena REIT’s ongoing commitment to providing returns to its investors, potentially enhancing its attractiveness to stakeholders and reinforcing its market position in the REIT sector.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced its 2025 Annual General Meeting (AGM) for securityholders, scheduled for November 13, 2025. The meeting will include an election of directors, with nominations due by September 24, 2025. This AGM is a significant event for the company, potentially impacting its governance and strategic direction, which is crucial for stakeholders invested in its operations and growth within the social infrastructure sector.
The most recent analyst rating on (AU:ARF) stock is a Buy with a A$4.75 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced its full year 2025 results, highlighting its commitment to sustainability and community engagement. The results presentation outlines the company’s financial performance, portfolio updates, and future outlook, emphasizing its strategic focus on enhancing community connections and sustainable practices.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT reported a significant financial performance for the year ending June 30, 2025, with a 19% increase in total income from ordinary activities amounting to $117,097,000 and a 40% rise in net profit attributable to investors, totaling $81,491,000. The company also declared a total distribution of 18.25 cents per security for the year, reflecting its strong operational performance and commitment to delivering value to its stakeholders.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced the resignation of Rob de Vos as Managing Director and CEO, with Justin Bailey, the current Chief Investment Officer, appointed as CEO-designate. This leadership transition, effective after the Annual General Meeting in November 2025, is part of Arena’s succession planning and is expected to maintain the company’s strong business foundations and strategic growth in the social infrastructure sector.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT announced a change in the director’s interest as Helen Thornton acquired 239 additional ordinary stapled securities through participation in a distribution reinvestment plan, increasing her total holdings to 34,043 securities. This acquisition reflects the company’s ongoing efforts to align its leadership’s interests with shareholders, potentially enhancing stakeholder confidence in its governance and investment strategies.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced a change in the director’s interest, with Rosemary Hartnett acquiring 513 ordinary stapled securities through participation in a distribution reinvestment plan. This change increases her total holdings to 41,208 securities, reflecting a continued commitment to the company’s growth and stability, which may positively impact stakeholders’ confidence.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.
Arena REIT has announced the application for quotation of 1,777,144 fully paid ordinary units stapled securities on the Australian Securities Exchange (ASX). This move is part of a dividend or distribution plan, which could potentially enhance the company’s market presence and provide additional value to its stakeholders.
The most recent analyst rating on (AU:ARF) stock is a Hold with a A$4.65 price target. To see the full list of analyst forecasts on Arena REIT stock, see the AU:ARF Stock Forecast page.