Bendigo and Adelaide Bank

BEN.ASX

Financials

Provision of a range of banking and other financial services, including retail banking, mortgage distribution through third-parties, business lending, margin lending, business banking and commercial finance, invoice discounting, funds management, treasury

Market Data

Price

$10.400

+0.0%
Market Cap

$5.9B

P/E Ratio

-100000.0x

EPS

$-0.170

Div. Yield

6.18%

52-Week Change

-0.1%

Latest Earnings

BEN H1FY26 Appendix 4D & Half Year Results

16 February 2026

Revenue
$1,021
+7.6% YoY
NPAT
$230.60
+6.4% YoY
EPS
$0.41
Dividend
$0.30

Bendigo Bank reported cash earnings of $256.4 million for H1 FY26, up 2.8% on the prior half but down 3.3% year-on-year. Net interest margin improved 4 basis points to 1.92% driven by growth in lower-cost deposits, while the bank completed migration of Adelaide Bank customers to a single platform and announced RACQ Bank acquisition. Key points: Completed migration of Adelaide Bank customers onto single core banking platform; Net interest margin increased 4 basis points to 1.92% driven by lower-cost deposit growth; Credit performance remains resilient with net credit write-back of $2.4 million

Recent Announcements

9 Apr 2026 Guidance Neutral

Strategic Partnerships & Q3 Trading Update

Bendigo Bank (ASX:BEN) announced strategic partnerships with Infosys (7-year technology services) and Genpact (6-year business operations) to improve efficiency and innovation, expecting $65-75 million in annual expense benefits by FY28 with $85-95 million upfront transition costs. For Q3 2026, the bank reported cash earnings of $137.9 million (up 7.6% on 1H26 average), NIM of 1.98%, and lending growth of 5.6% annualised, though the partnerships will result in workforce changes in technology and operations teams.

24 Mar 2026 Sph Neutral

Ceasing to be a substantial holder

Address ceased to be a substantial holder.

16 Feb 2026 Actual Results Neutral

BEN H1FY26 Appendix 4D & Half Year Results

Bendigo Bank reported cash earnings of $256.4 million for H1 FY26, up 2.8% on the prior half but down 3.3% year-on-year. Net interest margin improved 4 basis points to 1.92% driven by growth in lower-cost deposits, while the bank completed migration of Adelaide Bank customers to a single platform and announced RACQ Bank acquisition. Key points: Completed migration of Adelaide Bank customers onto single core banking platform; Net interest margin increased 4 basis points to 1.92% driven by lower-cost deposit growth; Credit performance remains resilient with net credit write-back of $2.4 million

7 Feb 2026 Date Announcement Neutral

Earnings Release - 16 February 2026

Upcoming earnings release expected 16 February 2026 (from Yahoo Finance (confirmed))

25 Aug 2025 Actual Results Neutral

FY25 - Appendix 4E

Bendigo and Adelaide Bank reported a statutory loss of $97.1 million for FY25, driven primarily by a $539.5 million goodwill impairment on the Consumer Cash Generating Unit, despite a 4.6% increase in revenue to $1,939.7 million. However, underlying cash earnings grew 8.4% to $514.6 million (91.0 cents per share), reflecting resilient credit performance and controlled cost growth. The bank maintained full-year dividend payments of 63 cents per share (fully franked) and net tangible assets per share increased to $9.29. Key points: Cash earnings grew 8.4% to $514.6 million, demonstrating underlying business strength despite statutory loss; Revenue increased 4.6% to $1,939.7 million driven by interest earning asset growth; Net interest income increased despite margin pressures in H1, showing improved balance sheet positioning

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