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Temple & Webster Group Ltd (AU:TPW)
ASX:TPW

Temple & Webster Group Ltd (TPW) AI Stock Analysis

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AU:TPW

Temple & Webster Group Ltd

(Sydney:TPW)

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Neutral 55 (OpenAI - 5.2)
Rating:55Neutral
Price Target:
AU$7.00
▲(5.58% Upside)
Action:ReiteratedDate:02/13/26
The score is anchored by solid financial performance (revenue growth, strong cash generation, and low leverage), but is materially offset by very weak technicals (strong downtrend and bearish momentum) and an expensive valuation (high P/E with no dividend yield provided).
Positive Factors
Revenue growth & gross margin
Consistent revenue growth alongside a ~33% gross margin indicates durable product demand and pricing/fulfillment economics. This combination supports reinvestment in marketing, assortment and logistics, and provides a lasting buffer against input cost swings, aiding medium-term margin sustainability.
Strong free cash flow generation
Double-digit free cash flow growth and near-1 FCF-to-net-income show the business converts earnings into cash reliably. Durable cash generation supports capex, working capital needs, debt service and optional shareholder returns, increasing strategic flexibility over 2-6 months.
Low leverage, solid balance sheet
Very low debt-to-equity and a strong equity ratio reduce financial risk and provide capacity to fund growth or withstand demand shocks. This structural financial strength preserves optionality for investments, partnerships or execution of marketplace initiatives without refinancing pressure.
Negative Factors
Low net profit margin
A net margin below 2% leaves limited earnings cushion and makes profits sensitive to cost inflation, logistics or marketing cost increases. Over the medium term this constrains retained earnings and the firm’s ability to improve ROE without material operating improvements or mix shifts.
Modest EBIT/EBITDA margins
Modest operating margins point to structural operating efficiency challenges or tight competitive pricing in specialty online retail. Sustained modest margins limit cash available for reinvestment and make scaling profitability harder absent productivity gains or higher-margin assortment shifts.
Moderate return on equity
ROE around 7.6% suggests the company generates only moderate returns on shareholder capital. Even with low leverage, this indicates room to improve capital efficiency; without higher ROE, shareholder value growth may lag peers if operational improvements aren’t realized.

Temple & Webster Group Ltd (TPW) vs. iShares MSCI Australia ETF (EWA)

Temple & Webster Group Ltd Business Overview & Revenue Model

Company DescriptionTemple & Webster Group Ltd engages in the online retail of furniture, homewares, and home improvement products in Australia. It offers sofas, living room and outdoor furniture, lighting, rugs, baby and kids, cookware, and Christmas décor products. The company operates the Temple & Webster online platform, which offers approximately 200,000 products. Temple & Webster Group Ltd was founded in 2011 and is headquartered in St Peters, Australia.
How the Company Makes MoneyTPW primarily makes money by selling furniture and homewares through its online platform and recognizing revenue from product sales to customers. Its core revenue stream is retail sales where TPW sources products from suppliers/brands and sells them to consumers at a markup, earning gross profit on the difference between its selling price and product procurement/fulfilment costs. The company also operates a marketplace/drop-ship style model for part of its range, where third-party suppliers fulfill orders directly to customers; in these cases, TPW earns revenue from the sale (and economically a margin/commission-like spread) while reducing inventory holding requirements. Additional earnings can come from services and fees associated with its platform operations (e.g., delivery/shipping charges paid by customers where applicable), but specific fee structures or material partnerships are null if not publicly detailed in the available information.

Temple & Webster Group Ltd Earnings Call Summary

Earnings Call Date:Feb 12, 2024
(Q2-2024)
|
% Change Since: |
Next Earnings Date:Aug 17, 2026
Earnings Call Sentiment Positive
The earnings call reflects a strong performance with record revenue growth and strategic initiatives driving customer engagement and financial strength. While there are challenges such as a decline in average order value and increased marketing costs, the overall financial and operational indicators are positive.
Q2-2024 Updates
Positive Updates
Record Half-Year Revenue Growth
Temple & Webster delivered a record half with revenue up 23% to $254 million, driven by growth in both first-time and repeat customers.
Significant Second Quarter Revenue Growth
The second quarter of the financial year saw revenue growth of 40%, attributed to a strong Black Friday and Cyber Monday sales period.
Active Customer Milestone
The company crossed the 1 million active customer mark for the first time, indicating strong customer engagement and growth.
EBITDA and Profitability Improvements
EBITDA result of $7.5 million for the first half, showing an increase year-on-year even after market investments.
Financial Strength and Strategic Position
Temple & Webster maintains a strong financial position with a cash balance of $114 million and no debt, allowing for continued investment in growth.
B2B and Home Improvement Growth
B2B division grew 23% in the first half, contributing 9% to group revenue, while the Home Improvement division achieved $14 million in revenue with an 18% growth rate.
Successful Brand Campaign Launch
The company launched a major multichannel brand campaign, resulting in increased share of branded searches and direct traffic.
Negative Updates
Decline in Average Order Value
The average order value declined as customers sought more value in a tough economic environment.
Increased Marketing Costs
Customer acquisition cost increased due to additional brand spend, impacting overall marketing efficiency.
Company Guidance
During the Temple & Webster earnings call for the first half of fiscal year 2024, several key metrics and guidance were highlighted. The company reported a record revenue increase of 23% to $254 million, with a significant 40% growth in the second quarter, primarily driven by strong sales during Black Friday and Cyber Monday. The EBITDA for the first half was $7.5 million, marking a year-on-year increase. Temple & Webster also achieved a milestone of crossing 1 million active customers. Marketing return on investment was in line with expectations, despite increased brand investment. The company continues to focus on its strategic goals, aiming for $1 billion in sales over the next 3 to 5 years while maintaining profitability. The B2B division grew by 23%, contributing 9% to group revenue, and the Home Improvement division achieved $14 million in revenue with an 18% growth rate. They plan to increase their brand investment and optimize their marketing mix using AI and data-driven strategies to further enhance customer experience and operational efficiency.

Temple & Webster Group Ltd Financial Statement Overview

Summary
Solid overall fundamentals supported by consistent revenue growth (+7.7%), healthy gross margin (~33%), low leverage (debt-to-equity 0.16), and strong free cash flow growth (+10.79%). The main constraint is weak profitability, with a low net margin (1.88%) and modest EBIT/EBITDA margins.
Income Statement
75
Positive
Temple & Webster Group Ltd has demonstrated consistent revenue growth, with a 7.7% increase in the latest period. The gross profit margin remains healthy at approximately 33%, indicating effective cost management. However, the net profit margin is relatively low at 1.88%, suggesting room for improvement in profitability. The EBIT and EBITDA margins are modest, reflecting operational challenges that may need addressing.
Balance Sheet
70
Positive
The company's balance sheet shows a solid equity base with a debt-to-equity ratio of 0.16, indicating low financial leverage and reduced risk. Return on equity is moderate at 7.63%, suggesting efficient use of equity but with potential for higher returns. The equity ratio is strong, highlighting a stable financial position.
Cash Flow
80
Positive
Cash flow analysis reveals a robust free cash flow growth rate of 10.79%, indicating strong cash generation capabilities. The operating cash flow to net income ratio is 0.41, demonstrating efficient cash conversion. The free cash flow to net income ratio is nearly 1, reflecting effective cash management and sustainability.
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue662.87M600.72M497.84M395.51M426.33M326.34M
Gross Profit176.63M198.12M166.06M83.61M151.13M119.67M
EBITDA14.09M11.36M13.88M15.50M16.15M20.50M
Net Income8.08M11.30M1.79M8.30M11.97M13.95M
Balance Sheet
Total Assets289.67M277.51M206.48M190.78M170.34M148.35M
Cash, Cash Equivalents and Short-Term Investments160.60M144.35M116.35M105.14M101.01M98.45M
Total Debt63.90M23.72M22.32M25.03M5.10M7.06M
Total Liabilities152.07M129.43M99.96M83.05M67.43M64.34M
Stockholders Equity137.60M148.08M106.52M107.73M102.91M84.00M
Cash Flow
Free Cash Flow39.76M45.55M24.21M19.22M7.60M23.03M
Operating Cash Flow42.17M45.95M24.27M22.00M13.39M24.51M
Investing Cash Flow-4.41M-1.21M-2.98M-3.38M-7.91M-2.45M
Financing Cash Flow-16.46M-7.54M-15.80M-14.49M-1.97M37.36M

Temple & Webster Group Ltd Technical Analysis

Technical Analysis Sentiment
Negative
Last Price6.63
Price Trends
50DMA
9.66
Negative
100DMA
13.29
Negative
200DMA
18.23
Negative
Market Momentum
MACD
-0.85
Negative
RSI
33.88
Neutral
STOCH
21.08
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:TPW, the sentiment is Negative. The current price of 6.63 is below the 20-day moving average (MA) of 7.22, below the 50-day MA of 9.66, and below the 200-day MA of 18.23, indicating a bearish trend. The MACD of -0.85 indicates Negative momentum. The RSI at 33.88 is Neutral, neither overbought nor oversold. The STOCH value of 21.08 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AU:TPW.

Temple & Webster Group Ltd Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
AU$48.88M1.1913.53%9.03%8.39%3.21%
63
Neutral
AU$387.59M9.3816.86%2.86%1.89%-3.30%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
61
Neutral
AU$345.71M11.07-69.14%4.00%6.24%-23341.18%
61
Neutral
AU$1.33B12.3025.20%2.63%5.79%-31.70%
61
Neutral
AU$229.65M6.108.37%5.85%3.99%-18.35%
55
Neutral
AU$797.42M71.035.66%20.66%543.24%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:TPW
Temple & Webster Group Ltd
6.63
-10.10
-60.37%
AU:KGN
Kogan.com
3.53
-0.97
-21.61%
AU:NCK
Nick Scali Limited
15.57
-0.27
-1.70%
AU:ADH
Adairs Ltd.
1.30
-0.77
-37.44%
AU:DSK
Dusk Group Ltd.
0.79
-0.17
-17.63%
AU:BLX
Beacon Lighting Group Ltd
1.69
-1.56
-47.92%

Temple & Webster Group Ltd Corporate Events

Temple & Webster Continues On-Market Share Buy-Back Program
Mar 19, 2026

Temple & Webster Group Ltd, listed on the ASX under code TPW, has ordinary fully paid shares as its main class of securities. The company remains an active participant in the Australian capital markets through its ongoing share management activities.

The company reported an on-market share buy-back, noting that a total of 2,878,980 shares had been repurchased before the previous day and a further 76,719 shares were bought back on the prior trading day. This daily buy-back notification update indicates continued execution of the buy-back program first announced in June 2025, which can support capital management objectives and may influence share liquidity and shareholder value.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$7.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Ongoing Share Buy-Back
Mar 18, 2026

Temple & Webster Group Ltd has updated the market on its ongoing on-market share buy-back, covering ordinary fully paid shares under the ASX code TPW. The latest notification shows that a cumulative 2,863,980 shares had been repurchased prior to the most recent trading day, with an additional 15,000 shares bought back on the previous day.

The continuation of the on-market buy-back suggests the company is actively managing its capital structure and signaling confidence in its valuation. For existing shareholders, the ongoing reduction in shares on issue has the potential to enhance earnings per share over time and may support the stock in the market.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$7.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Ongoing On-Market Share Buy-Back
Mar 12, 2026

Temple & Webster Group Ltd, an ASX-listed online homewares and furniture retailer, operates through a digital marketplace offering a broad range of household products to consumers. Its capital structure is primarily composed of ordinary fully paid shares trading under the ticker TPW.

The company has continued its on-market share buy-back program, updating the market that a total of 2,754,057 shares had been repurchased before the latest reporting day, with an additional 109,923 shares bought back on the previous day. This ongoing buy-back activity signals active capital management, potentially supporting earnings per share and indicating confidence in the company’s valuation for existing shareholders.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.70 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Entities Exit Substantial Holder Status in Temple & Webster
Mar 11, 2026

Temple & Webster Group Ltd has disclosed that entities associated with State Street Corporation, including State Street Global Advisors subsidiaries, have ceased to be substantial holders in the company as of 9 March 2026. The notice, lodged under Australian Corporations Act disclosure rules, signals that the State Street group’s aggregate voting interest has fallen below the substantial holding threshold, slightly reshaping the company’s institutional shareholder base but without indicating any direct changes to operations or strategy.

The change reflects routine portfolio and ownership adjustments by a major global asset manager rather than a disclosed strategic move targeting Temple & Webster specifically. While the filing provides transparency for the market on shifts in significant shareholdings, it does not outline any immediate implications for control, governance, or day-to-day management of the online retailer.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.70 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Ongoing On‑Market Share Buy‑Back
Mar 9, 2026

Temple & Webster Group Ltd, the ASX-listed online homewares and furniture retailer, continues to manage its capital structure through an on-market share buy-back program of its ordinary fully paid shares. The program has been in place since June 2025, reflecting the company’s focus on capital management and potential confidence in its valuation.

In its latest daily update filed on 10 March 2026, the company reported that it had repurchased a cumulative 2,584,595 shares prior to the previous trading day, and a further 101,847 shares on the previous day under the on-market buy-back. The ongoing repurchases modestly reduce the share count over time, which can enhance earnings per share and signal management’s positive view of the business to investors.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street group exits substantial holder position in Temple & Webster
Mar 6, 2026

State Street Corporation and several of its asset management subsidiaries, including State Street Global Advisors entities in Australia, Europe and the U.S., have filed a notice that they have ceased to be substantial holders in Temple & Webster Group Ltd as of 4 March 2026. The change reflects a reduction in their combined relevant interest in the company’s voting securities below the substantial holding threshold, signalling a shift in the share register that may modestly alter the balance of institutional ownership but does not in itself indicate any change to Temple & Webster’s operations or strategy.

The notice, lodged under section 671B of the Corporations Act, lists multiple State Street-controlled entities and their international addresses, confirming that the move relates to a group-wide position adjustment rather than a single fund action. While the filing provides no detail on the consideration, volume of securities sold or reasons for the change, the exit of a global institutional shareholder of this scale can influence liquidity and future investor dynamics in Temple & Webster’s stock, and may open space for other institutional or retail investors on the register.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Progress of On-Market Share Buy-Back
Mar 4, 2026

Temple & Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on-market share buy-back program for its ordinary fully paid shares. The company reported that a total of 2,341,095 shares had been repurchased prior to the latest trading day, with an additional 243,500 shares bought back on the previous day.

This daily update signals Temple & Webster’s continued execution of its capital management strategy via on-market buy-backs, which can support earnings per share and signal confidence in the company’s valuation. The regular disclosures keep investors informed about the scale and pace of the buy-back, highlighting the company’s active approach to managing its share base and returning value to shareholders.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates ASX on Daily On‑Market Share Buy‑Back
Mar 3, 2026

Temple & Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on-market share buy-back of ordinary fully paid shares under the code TPW. The latest daily buy-back report, dated 4 March 2026, confirms the program remains active as part of the company’s broader capital management strategy.

The update discloses that a total of 2,207,472 shares had been repurchased prior to the latest reporting day, with an additional 133,623 shares bought back on the previous trading day. This continued buy-back activity reduces the company’s shares on issue over time, which can support earnings per share and potentially enhance value for remaining shareholders.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Ongoing On‑Market Share Buy‑Back
Mar 2, 2026

Temple & Webster Group Ltd has been conducting an on-market share buy-back of its ordinary fully paid shares under the ASX code TPW, first notified to the market on 2 June 2025. The latest update, dated 3 March 2026, reports that a total of 2,091,463 shares had been repurchased prior to the previous day, with an additional 116,009 shares bought back on the previous day.

The ongoing buy-back program, disclosed through this daily notification, indicates continued capital management activity by the company and a commitment to returning value to shareholders. By reducing the number of shares on issue, Temple & Webster may enhance earnings per share and potentially support its share price, signalling confidence in the company’s financial position and long-term prospects.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Continues On‑Market Share Buy-Back With Daily ASX Update
Mar 1, 2026

Temple & Webster Group Ltd has provided an updated notification to the ASX regarding its ongoing on‑market share buy-back program for its ordinary fully paid shares under the code TPW. The latest daily report states that a total of 2,050,001 shares had been repurchased prior to the previous trading day, with an additional 41,462 shares bought back on that prior day, reflecting the continued execution of its capital management initiative.

The buy-back, which was initially notified in June 2025 and most recently updated on 27 February 2026, underscores the company’s active approach to managing its share base and potentially enhancing shareholder value through reduced share count. Regular daily notifications highlight the transparency of the process for investors and signal an ongoing commitment to this on‑market buy-back strategy as part of its broader capital management framework.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Reports Ongoing On-Market Share Buy-Back Activity
Feb 25, 2026

Temple & Webster Group Ltd has been actively conducting an on-market share buy-back of its ordinary fully paid shares, as disclosed in its latest Appendix 3C notification to the ASX. The company is using this program as a capital management tool, potentially supporting its share price and adjusting its equity base.

The latest daily update shows that a total of 1,825,517 shares had been bought back before the previous trading day, with an additional 98,000 shares repurchased on that day. Regular daily notifications highlight the ongoing pace of the buy-back, signalling to investors a continued commitment to returning capital and managing dilution through share repurchases.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Daily On-Market Share Buy-Back Figures
Feb 24, 2026

Temple & Webster Group Ltd, the ASX-listed online homewares and furniture retailer trading under code TPW, continues to develop its position in the Australian e-commerce market for home furnishings. The company leverages its digital platform to target consumers seeking a broad range of home-related products, reinforcing its role as a key online destination in this sector.

The company has provided an updated notification of its on-market share buy-back program, reporting that a total of 1,691,233 ordinary fully paid shares had been repurchased before the previous trading day and a further 134,284 shares were bought back on the previous day. The ongoing daily buy-back activity signals Temple & Webster’s continued capital management efforts, which may support earnings per share and reflect confidence in the company’s valuation for existing shareholders.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Issues Daily Update on On‑Market Share Buy‑Back
Feb 23, 2026

Temple & Webster Group Ltd, an ASX-listed company trading under the code TPW, has ordinary fully paid shares on issue and is subject to standard market disclosure obligations as part of its participation in Australia’s public capital markets. The company is required to notify investors of changes in its capital structure and trading activity relating to its listed securities.

The company has provided an updated notification of its on‑market share buy‑back, reporting that a total of 1,501,976 shares had been repurchased before the previous trading day, with a further 189,257 shares bought back on that prior day. This daily buy‑back update informs shareholders of the ongoing reduction in shares on issue, which can affect earnings per share, capital management settings, and overall investor perception of the company’s capital allocation discipline.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$8.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

UBS Group Ceases to Be Substantial Shareholder in Temple & Webster
Feb 20, 2026

UBS Group AG and its related entities have notified Temple & Webster Group Ltd that they have ceased to be a substantial shareholder in the company as of 18 February 2026. The change, formalised in a substantial holder notice lodged on 20 February 2026, indicates UBS’s voting power has fallen below the regulatory threshold, potentially altering the company’s share register dynamics and reducing the influence of a major institutional investor.

No new associates were disclosed in connection with UBS’s change of holding, and no additional address details were provided for related parties. While the filing is largely procedural, it signals a shift in the composition of Temple & Webster’s institutional investor base, which may be monitored by market participants tracking changes in significant shareholdings.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$13.70 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Group Ceases to Be Substantial Holder in Temple & Webster
Jan 28, 2026

State Street Corporation and several of its asset management subsidiaries have lodged a notice that they have ceased to be substantial shareholders in Temple & Webster Group Ltd as of 26 January 2026, under Australia’s Corporations Act disclosure regime. The filing indicates that State Street and its related entities no longer hold a stake at or above the substantial holding threshold, signalling a change in the company’s institutional investor base that may alter the composition of its register and could influence perceptions of its support among major global fund managers.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$13.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Sets Date for First-Half 2026 Results Briefing
Jan 21, 2026

Temple & Webster has scheduled a first-half 2026 results briefing for investors and analysts, to be led by CEO and Managing Director Mark Coulter and CFO Cameron Barnsley on 12 February 2026, with access provided via a live audio webcast and pre-registered dial-in. The event underscores the company’s ongoing engagement with the market and its investor base, providing stakeholders with an opportunity to gain insight into current trading performance and strategic progress as the online furniture and homewares retailer continues to expand its product range and services.

The most recent analyst rating on (AU:TPW) stock is a Buy with a A$28.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Group Ceases to Be Substantial Holder in Temple & Webster
Jan 19, 2026

State Street Corporation, through various asset management subsidiaries including State Street Global Advisors entities in the US, Europe, the UK and Australia, has lodged a notice that it has ceased to be a substantial shareholder in Temple & Webster Group Ltd as of 15 January 2026. The cessation of substantial holder status indicates that State Street’s aggregated voting interest in the online furniture and homewares retailer has fallen below the regulatory disclosure threshold, potentially altering the company’s institutional shareholder mix and slightly reducing the influence of this large global asset manager over Temple & Webster’s corporate governance and capital market profile.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$15.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Macquarie Group Ceases to Be Substantial Holder in Temple & Webster
Jan 16, 2026

Macquarie Group Limited and a wide network of its controlled entities have lodged a formal notice that they have ceased to be a substantial holder in Temple & Webster Group Ltd, with the change in substantial holding status recorded in mid-January 2026. The filing, signed by Macquarie’s company secretary and detailing the relevant associated entities and their addresses, signals a reduction in Macquarie’s voting interest below the substantial holder threshold, potentially altering the company’s institutional shareholder mix and reducing Macquarie’s influence over Temple & Webster’s corporate governance and strategic decisions.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$15.00 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Ceases to Be Substantial Holder in Temple & Webster
Jan 7, 2026

State Street Corporation, through various asset management and trust subsidiaries, has lodged a notice that it has ceased to be a substantial shareholder in Temple & Webster Group Ltd as of 5 January 2026. The change means one of the company’s former major institutional investors has reduced its holding below the substantial shareholding threshold, potentially altering Temple & Webster’s share register composition and signalling a repositioning of State Street’s exposure to the Australian online homewares retailer.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Announces Lapse of 9,443 Performance Rights
Jan 6, 2026

Temple & Webster Group Ltd has notified the market that 9,443 performance rights (ASX code: TPWAA) have lapsed after the conditions attached to those rights were not satisfied or became incapable of being met as of 11 December 2025. The cessation marginally reduces the company’s pool of potential equity-based remuneration instruments, signalling that certain performance hurdles tied to these rights were not achieved, but the small volume involved suggests a limited impact on its overall capital structure and shareholder dilution profile.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Issues New Shares Following Conversion of Unquoted Securities
Jan 6, 2026

Temple & Webster Group Ltd has notified the market of the issue of 138,367 new ordinary fully paid shares, following the conversion or exercise of previously unquoted options or other convertible securities. The share issuance, dated 11 December 2025, marginally increases the company’s share capital and reflects the utilisation of existing equity incentive or convertible arrangements, resulting in a small dilution for existing shareholders but signalling continued alignment between the company and holders of those instruments.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

State Street Ceases to Be Substantial Shareholder in Temple & Webster
Jan 2, 2026

State Street Corporation, through various global asset management and trust subsidiaries, has disclosed that it has ceased to be a substantial shareholder in Temple & Webster Group Ltd as at 30 December 2025, in accordance with Australian Corporations Act substantial holding provisions. The change, formalised in a statutory Form 605 filing, indicates that a major institutional investor has reduced its holding below the substantial shareholder threshold, potentially altering Temple & Webster’s institutional ownership mix and signaling a shift in the composition of its global asset manager shareholder base.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Continues On‑Market Share Buy‑Back Into 2026
Jan 1, 2026

Temple & Webster Group Ltd has provided a daily update on its on-market share buy-back, confirming that a total of 574,986 ordinary fully paid shares had been repurchased prior to the latest reporting date, with a further 21,940 shares bought back on the previous trading day. The continuation of the on-market buy-back, first notified in June 2025 and now updated as of 1 January 2026, indicates an ongoing capital management strategy that may support earnings per share and signal confidence in the company’s valuation to investors.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Continues On-Market Share Buy-Back With Daily Update
Dec 30, 2025

Temple & Webster Group Ltd has continued its on-market share buy-back program, reporting that it has repurchased a total of 549,661 ordinary fully paid shares prior to the most recent trading day and a further 25,325 shares on the previous day. The latest Appendix 3C filing, dated 31 December 2025, is a daily update to its ongoing buy-back that commenced in June 2025, signalling the company’s active capital management and potential focus on enhancing shareholder value and managing its share capital structure over time.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Temple & Webster Updates Market on Ongoing On‑Market Share Buy‑Back
Dec 29, 2025

Temple & Webster Group Ltd has updated the market on progress of its on‑market share buy‑back program, confirming that a total of 520,255 ordinary fully paid shares had been repurchased prior to the latest reporting date. The company reported that it bought back a further 29,406 shares on the previous trading day, signalling continued execution of its capital management strategy, which may support earnings per share and reflects ongoing board confidence in the company’s valuation.

The most recent analyst rating on (AU:TPW) stock is a Hold with a A$14.50 price target. To see the full list of analyst forecasts on Temple & Webster Group Ltd stock, see the AU:TPW Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Feb 13, 2026