Centuria Capital Group (ASX:CNI) Under the Spotlight: What Do Analysts Think After FY26?

Sonal Goyal

08 October 2026 05:00 AM AEDT

Centuria Capital Group (ASX:CNI) Under the Spotlight: What Do Analysts Think After FY26?

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Highlights

Consensus rating of Buy from 11 analysts: 8 Buy or equivalent, 3 Hold, 0 Sell or equivalent.
Mean price target of A$1.64 against a share price of A$1.16 on 8 October 2026, an implied upside of 41.4%.
Analyst targets range from A$1.20 to A$1.92.
Operating net profit after tax (ONPAT) was $113.8 million, compared with $100.8 million, and operating Earnings per security (OEPS) were 13.6 cents, up 11.5%.

Centuria Capital Group (ASX:CNI) carries a consensus analyst rating of Buy. Of the 11 analyst recommendations recorded, 8 are Buy or equivalent, 3 are Hold and 0 are Sell or equivalent. The mean price target is A$1.64, with targets ranging from A$1.20 to A$1.92, against a current share price of A$1.16 (8 October 2026). Centuria Capital Group is an Australian property funds manager with listed and unlisted real estate funds, and it has a data centre and AI infrastructure joint venture with ResetData.

Company name	Centuria Capital Group
Ticker	(ASX:CNI)
Exchange	ASX (Australian Securities Exchange)
Current share price	A$1.16
Price date	8 October 2026
Number of analysts	11
Rating consensus	Buy
Consensus price target (mean)	A$1.64
Highest target	A$1.92
Lowest target	A$1.20
Implied upside/downside to mean target	Implied upside of 41.4%

Latest developments

Centuria Capital Group (ASX:CNI) announced its FY26 results for the period ended 30 June 2026 on 27 August 2026. Operating net profit after tax (ONPAT) was $113.8 million, compared with $100.8 million, and operating earnings per security (OEPS) were 13.6 cents, up 11.5%. Distributions were 10.4 cents per security. Statutory NPAT attributable to securityholders was $56.5 million, or 6.7 cents per security. Operating EBITDA was $182.5 million, supported by 23% growth in the Property Funds Management segment.

Group Assets under management reached a record $22.2 billion, and the group completed $1.2 billion of real estate acquisitions, including the Acquisition of the Arrow Primary Infrastructure Fund and the $454 million Sydney CBD Prime Office Fund. Proportionately consolidated property Investment earnings were $92.2 million and property and development finance EBITDA was $24.3 million. Cash and undrawn Debt totalled $445 million.

ResetData is deploying GPU infrastructure across a portion of 10 MW of near-term power capacity, and the Centuria data centre potential pipeline increased to more than 250 MW. FY27 guidance is for ONPAT of $130 million, 14% above FY26, OEPS of 13.0 cents and distributions per security of 10.4 cents.

Risks and what to watch

Statutory NPAT of $56.5 million is lower than ONPAT of $113.8 million, reflecting items excluded from operating profit. FY27 OEPS guidance of 13.0 cents is below FY26's 13.6 cents even though ONPAT is guided higher. The ResetData joint venture requires capital deployment in the near term and a pathway to Revenue that has not yet been reached. Funds management earnings depend on transaction activity, performance fees and property markets.

Next milestones

Items to watch include FY27 ONPAT against guidance of $130 million, ResetData GPU deployment and data centre capital requirements, further AUM growth and large acquisitions, and the half-year result.

FAQs

Q: What is the consensus analyst rating for Centuria Capital Group (ASX:CNI)?

A:The consensus rating is Buy, based on 11 analyst recommendations: 8 Buy or equivalent, 3 Hold and 0 Sell or equivalent.

Q: What are the analyst price targets for Centuria Capital Group (ASX:CNI)?

A:The mean price target is A$1.64, with a highest target of A$1.92 and a lowest target of A$1.20. The share price on 8 October 2026 was A$1.16.

Q: What did Centuria Capital Group (ASX:CNI) report for FY26?

A:Centuria reported ONPAT of $113.8 million, OEPS of 13.6 cents, distributions of 10.4 cents per security and record group AUM of $22.2 billion.

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