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TLS Stock Chart & Stats
AU$4.89
AU$0.04(0.82%)
At close: 4:00 PM EDT
AU$4.89
AU$0.04(0.82%)
Day’s Range― - ―
52-Week RangeAU$4.71 - AU$5.58
Previous CloseN/A
Volume36.03M
Average Volume (3M)20.89M
Market Cap
AU$53.82B
Enterprise ValueAU$76.83K
Total Cash (Recent Filing)AU$1.10B
Total Debt (Recent Filing)AU$18.60B
Price to Earnings (P/E)24.0
Beta0.12
Next Earnings
Feb 17, 2027EPS Estimate
0.11Next Dividend Ex-DateN/A
Dividend Yield4.1%
Share Statistics
EPS (TTM)0.20
Shares Outstanding11,139,137,000
10 Day Avg. Volume22,850,401
30 Day Avg. Volume20,891,454
Financial Highlights & Ratios
PEG Ratio4.83
Price to Book (P/B)4.55
Price to Sales (P/S)2.50
P/FCF Ratio13.67
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$5.05Price Target Upside3.20% Upside
Rating ConsensusHold
Number of Analyst Covering8
EPS Forecast (FY)0.22
Revenue Forecast (FY)AU$24.08B
Bulls Say, Bears Say
Bulls Say
Margin And ROE ImprovementConsistently high gross margins (~63%) and a rising net margin/ROE profile signal durable operating efficiency and pricing power across core networks. Improved ROE shows the business is extracting better returns from equity, supporting reinvestment, dividends and strategic spending over the medium term.
Strong Cash Generation & Capital ReturnsSustained cash earnings growth combined with an enlarged buyback and higher dividend reflect persistent free cash generation and disciplined capital allocation. This enhances shareholder returns while signalling management confidence in funding operations, debt targets and strategic programs without eroding liquidity.
Strategic Aura Intercity Fibre BuildOwning extensive intercity fibre creates durable, high‑quality infrastructure exposure and wholesale/enterprise revenue streams. Mid‑teens IRR targets suggest attractive long‑term returns on incremental investment, while route scale and timing (majority by end FY27) underpin structural revenue growth beyond consumer connectivity cycles.
Bears Say
Declining Free Cash Flow ConversionA near‑30% drop in FCF growth materially reduces financial flexibility. Lower FCF conversion constrains the company’s ability to fund large strategic builds, sustain buybacks/dividends, or accelerate capex without leaning on debt or cutting other investments, creating a persistent funding sensitivity in coming quarters.
Top‑line Pressure In Fixed & Nbn SegmentsContinued nbn subscriber attrition and DAC/Fixed Enterprise weakness point to structural revenue headwinds in core fixed markets. Even with ARPU gains, losing SIOs and product rationalisation reduce recurring revenue scale and limit upside from operating leverage over the medium term.
Rising Leverage & Spectrum Renewal UncertaintyHigher leverage narrows financial flexibility while a potential ~A$1.3B spectrum renewal cost represents a large, discrete capital demand. Together they could force trade-offs between network investment, shareholder returns and pricing, increasing execution and regulatory risk over the medium term.
TLS FAQ
What was Telstra Corporation Limited’s price range in the past 12 months?
Telstra Corporation Limited lowest share price was AU$4.71 and its highest was AU$5.58 in the past 12 months.
What is Telstra Corporation Limited’s market cap?
Telstra Corporation Limited’s market cap is AU$53.82B.
When is Telstra Corporation Limited’s upcoming earnings report date?
Telstra Corporation Limited’s upcoming earnings report date is Feb 17, 2027 which is in 186 days.
How were Telstra Corporation Limited’s earnings last quarter?
Telstra Corporation Limited released its earnings results on Aug 12, 2026. The company reported AU$0.105 earnings per share for the quarter, the consensus estimate of AU$0.105 by AU$0.
Is Telstra Corporation Limited overvalued?
According to Wall Street analysts Telstra Corporation Limited’s price is currently Undervalued.
Does Telstra Corporation Limited pay dividends?
Telstra Corporation Limited pays a Semiannually dividend of AU$0.105 which represents an annual dividend yield of 4.1%. See more information on Telstra Corporation Limited dividends here
What is Telstra Corporation Limited’s EPS estimate?
Telstra Corporation Limited’s EPS estimate is 0.11.
How many shares outstanding does Telstra Corporation Limited have?
Telstra Corporation Limited has 11,139,137,000 shares outstanding.
What happened to Telstra Corporation Limited’s price movement after its last earnings report?
Telstra Corporation Limited reported an EPS of AU$0.105 in its last earnings report, expectations of AU$0.105. Following the earnings report the stock price went down -3.2%.
Which hedge fund is a major shareholder of Telstra Corporation Limited?
Currently, no hedge funds are holding shares in AU:TLS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Telstra Corporation Limited Stock Smart Score
Neutral
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10
Analyst Consensus
Hold
Average Price Target:
AU$5.05 (3.20% Upside)
AU$5.05 (3.20% Upside)
Blogger Sentiment
Neutral
AU:TLS Sentiment 50%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 86%
Bearish news 14%
Bearish news 14%
Technicals
SMA
Positive
20 days / 200 days
Momentum
35.69%
12-Months-Change
Fundamentals
Return on Equity
4.10%
Trailing 12-Months
Asset Growth
5.42%
Trailing 12-Months
Company Description
Telstra Corporation Limited
Telstra Group Limited, founded in Melbourne, Australia, in 1901, delivers a comprehensive suite of telecommunications and information services to a diverse clientele of businesses, governments, and individuals, operating both domestically and internationally. The company structures its operations into four key segments: Telstra Consumer and Small Business, Telstra Enterprise, Networks and IT, and Telstra InfraCo. Within Australia, Telstra provides an extensive array of telecommunication, media, and technology (TMT) products and services, leveraging both mobile and fixed network infrastructures. Customer engagement is managed through various channels, including call centers, physical retail outlets, a broad dealership network, digital platforms, and robust distribution systems, enhanced by the Telstra Plus loyalty program. For government agencies and large enterprise clients, Telstra offers specialized solutions such as network capacity provision and management, unified communication systems, cloud services, cybersecurity, bespoke industry solutions, and integrated monitoring services. Its wholesale division supplies voice and data services, alongside TMT offerings, to other telecommunications carriers, service providers, and internet service providers, while also undertaking the development and oversight of digital platforms. A significant component of its business, Telstra InfraCo, is responsible for managing extensive fixed passive network infrastructure. This includes data centers, exchanges, poles, conduits (ducts, pits, pipes), and the fiber optic network. InfraCo provides wholesale customers with access to this critical infrastructure, offering long-term arrangements for specific infrastructure elements through service agreements. This segment also designs and constructs new fiber lines, exchanges, and other essential infrastructure, in addition to overseeing the passive and physical mobile tower assets managed by Amplitel Pty Ltd. The company, formerly known as Telstra Corporation Limited, rebranded to Telstra Group Limited in November 2022.
TLS Company Deck
TLS Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The results show clear financial and operational progress: underlying EBITDA and cash earnings growth, a materially higher cash EPS (+14%), rising dividends (+10.5%) and continued heavy investment across mobile and digital infrastructure (Aura momentum, subsea partnerships). Management also delivered net operating leverage and concrete AI and workforce upskilling milestones. The principal negatives are a high‑profile July network outage (with ongoing regulatory review), elevated one‑off remediation and redundancy costs, some weakness in enterprise/international segments and continued SIO pressure in parts of the consumer base. On balance the company is demonstrating growth, disciplined capital allocation (buybacks plus CapEx) and strategic positioning in digital infrastructure, while exposure to execution, regulatory and reputational risk from the outage and elevated project costs remains.View all AU:TLS earnings summariesTLS Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
AU$5.05
▲(3.20% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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