Highlights

  • Consensus rating of Buy from 6 analysts: 5 Buy or equivalent, 1 Hold, 0 Sell or equivalent.
  • Mean price target of A$3.32 against a share price of A$2.29 on 8 October 2026, an implied upside of 44.9%.
  • Analyst targets range from A$3.00 to A$3.58.
  • Statutory profit was $90.5 million, up 27.5%, and operating Earnings were $64.2 million, up 12.6%, or 17.3 cents per unit, up 13.1%.

Charter Hall Social Infrastructure REIT (ASX:CQE) carries a consensus analyst rating of Buy. Of the 6 analyst recommendations recorded, 5 are Buy or equivalent, 1 is Hold and 0 are Sell or equivalent. The mean price target is A$3.32, with targets ranging from A$3.00 to A$3.58, against a current share price of A$2.29 (8 October 2026). Charter Hall Social Infrastructure REIT is an Australian REIT that owns social infrastructure properties, with a $2.3 billion portfolio and a weighted average Lease expiry of 11.4 years.

Company name

Charter Hall Social Infrastructure REIT

Ticker

(ASX:CQE)

Exchange

ASX (Australian Securities Exchange)

Current share price

A$2.29

Price date

8 October 2026

Number of analysts

6

Rating consensus

Buy

Consensus price target (mean)

A$3.32

Highest target

A$3.58

Lowest target

A$3.00

Implied upside/downside to mean target

Implied upside of 44.9%

Latest developments

Charter Hall Social Infrastructure REIT (ASX:CQE) announced its 2026 full year results on 4 August 2026. Statutory profit was $90.5 million, up 27.5%, and operating earnings were $64.2 million, up 12.6%, or 17.3 cents per unit, up 13.1%. Distributions paid were 17.0 cents per unit, up 11.8%, and net tangible assets were $3.93 per unit, up 1.8% from 30 June 2025.

The REIT acquired $291.9 million of social infrastructure properties during FY26 at an average Acquisition Yield of 6.2%, and contracted $136.7 million of early learning asset divestments at an average yield of 4.4% and a 4.1% premium to book value. The $2.3 billion portfolio had a weighted average lease expiry of 11.4 years and 99.7% occupancy. It also completed 59 market rent reviews due in FY26 and has 32 market reviews due in FY27.

For FY27, CQE expects operating earnings of no less than 18.1 cents per unit, an increase of 4.6% from FY26, barring unforeseen events. The REIT said its hedging covers a large share of Debt across FY27 and 50% in FY28.

Sector context

The company describes positive industry and demographic fundamentals expected to continue providing opportunities in the social infrastructure sector, which includes early learning centres and other community service properties. Its portfolio income comes from long leases to operators of essential community services.

Risks and what to watch

FY27 guidance is expressed as no less than 18.1 cents per unit and is subject to unforeseen events. Property income depends on tenant performance, particularly in early learning, and on valuations and interest rates. Divestments contracted in FY26 and FY27 change the portfolio mix. The consensus data covers six analysts.

Next milestones

Items to watch include FY27 operating earnings against the 18.1 cents per unit guidance, settlement of contracted divestments, market rent reviews due in FY27, hedging levels and the half-year result.