Arena Reit.

ARF.ASX

Real Estate

Arena REIT owns, manages and develops social infrastructure properties across Australia. Arena REIT's portfolio of social infrastructure properties is leased to a diversified tenant base in the growing early learning and healthcare sectors.

Market Data

Price

$3.225

+0.0%
Market Cap

$1.3B

P/E Ratio

8.3x

EPS

$0.385

Div. Yield

5.97%

52-Week Change

-0.1%

Latest Earnings

Appendix 4D and HY2026 Financial Report

11 February 2026

Revenue
$122.60
+134.0% YoY
NPAT
$109.70
+202.3% YoY
EPS
$0.27
Dividend
$0.10

Arena REIT reported exceptional HY2026 performance with net profit surging 302% to $109.7 million, driven primarily by significant property revaluations of $53.7 million. Net operating profit grew a solid 9% to $39.0 million, supporting a 5% increase in distributions to 9.625 cents per security. Key points: Net statutory profit jumped 202% to $109.7 million due to strong property revaluations; Net operating profit (distributable income) grew 9% to $39.0 million driven by rental growth and acquisitions; Distribution increased 5% to 9.625 cents per security for the half-year

Recent Announcements

29 Apr 2026 Neutral

Market update

Arena REIT has been notified by tenant G8 Education Ltd of its intention to suspend operations at one early learning centre in Western Australia; the lease represents 0.2% of Arena's portfolio income with 10.8 years remaining, and Arena has received all rent due and maintains protective provisions including a pooled bank guarantee.

11 Feb 2026 Date Announcement Neutral

Earnings Release - 11 February 2026

Upcoming earnings release expected 11 February 2026 (from Yahoo Finance (confirmed))

11 Feb 2026 Actual Results Positive

Appendix 4D and HY2026 Financial Report

Arena REIT reported exceptional HY2026 performance with net profit surging 302% to $109.7 million, driven primarily by significant property revaluations of $53.7 million. Net operating profit grew a solid 9% to $39.0 million, supporting a 5% increase in distributions to 9.625 cents per security. Key points: Net statutory profit jumped 202% to $109.7 million due to strong property revaluations; Net operating profit (distributable income) grew 9% to $39.0 million driven by rental growth and acquisitions; Distribution increased 5% to 9.625 cents per security for the half-year

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