Fonterra Co-operative Group Limited (NS) Shares

FCG.NZX

Consumer Staples

Fonterra Co-operative Group Limited (NS) (Fonterra) is a dairy co-operative, owned and supplied by nearly 9,000 farming families in Aotearoa, New Zealand. Through the spirit of co-operation and a can-do attitude, Fonterra’s farmers, along with 20,000 employees around the world, share the goodness of our milk through innovative consumer, foodservice and ingredient brands. Sustainability is at the heart of everything we do, and we’re committed to leaving things in a better way than we found them. Everyday people working hard to be Good Together in the community. The Fonterra Shareholders' Fund (FSF) is a registered managed investment scheme under the Financial Markets Conduct Act 2013. The FSF provides investors an opportunity to invest in the performance of Fonterra. Outside investors who are not allowed to hold shares in Fonterra can invest in units in the FSF which gives them access to economic rights (such as distributions and capital movements), similar to those of a share.

Market Data

Price

$4.240

-0.0%
Market Cap

$6.8B

P/E Ratio

9.5x

EPS

$0.446

Div. Yield

16.58%

52-Week Change

+0.3%

Latest Earnings

Fonterra announces Q3 result and F27 Farmgate Milk Price

28 May 2026

NPAT
$946.00
+8.0% YoY
EPS
$0.65

Fonterra reported a strong Q3 FY26 result with year-to-date Total Group operating profit of NZ$1.8 billion, up NZ$103 million on the prior year, driven by strong Foodservice performance and robust protein demand in Ingredients. Underlying EPS rose to 57 cents (from 53 cents), reflecting continuing operations adjusted for the completed Mainland Group divestment, with NZ$3.2 billion returned to shareholders. FY26 full-year underlying earnings guidance was lifted and narrowed to 60-70 cents per share (from 50-65 cents), and the opening 2026/27 Farmgate Milk Price was set at NZ$9.75 per kgMS. Key points: Total Group YTD operating profit up NZ$103 million to NZ$1.8 billion, with underlying EPS rising to 57 cents from 53 cents on continuing operations.; FY26 full-year underlying earnings guidance lifted and narrowed to 60-70 cents per share (from 50-65 cents), reflecting strong contracted sales position and highest Q3 shipment volumes in a decade.; Foodservice underlying operating profit surged NZ$304 million (+143%) to NZ$516 million, driven by pricing, product mix improvements and easing input costs.

Recent Announcements

13 Jul 2026 Guidance Negative

Fonterra revises its 2026/27 forecast Farmgate Milk Price

Fonterra Co-operative Group has revised its 2026/27 forecast Farmgate Milk Price downward to $9.25 per kgMS (range: $8.00-$10.50) from the May opening forecast of $9.75 per kgMS, citing declining Global Dairy Trade auction prices (down 11% since May) and softer-than-expected demand amid strong global supply.

1 Jul 2026 Neutral

Monthly Allotment / Redemption Notice

The Fonterra Shareholders' Fund reports its monthly allotment and redemption notice for June 2026, showing zero units allotted and zero units redeemed, with total units outstanding remaining at 107,410,984 as of 30 June 2026.

30 Jun 2026 Neutral

Global Dairy Update June 2026

This is a global dairy market update from Fonterra Co-operative for June 2026 covering production, exports, imports, and milk collections across major dairy regions, along with announcements of a new management structure and product launches in China. The document is NOT a substantial shareholder notice or change of shareholding, but rather an operational/market update.

26 Jun 2026 Leadership Neutral

Appointment of Independent Director to Fonterra Board

Fonterra Co-operative Group Limited announced that Jonathan Mason will join its Board as an Independent Director on 1 October 2026, replacing retiring director Bruce Hassall, and will chair the Audit, Finance and Risk Committee and join the Milk Price Panel. Mason brings over 30 years of commercial leadership experience and previously served as Fonterra's Chief Financial Officer from 2009 to 2013, with his appointment subject to ratification by farmer shareholders at the November Annual Meeting.

12 Jun 2026 Neutral

Quarterly Flexible Shareholding Metrics Update

As of 11 June 2026, Fonterra Co-operative Group reported that all three Flexible Shareholding metrics remain within specified thresholds: total shares are 6.67% above the Share Standard (down from 11.01%), Ceased Shareholders and Permitted Transferees hold 7.08% of shares (up from 10.66%), and the Fonterra Shareholders' Fund holds 14.50% of shares (capped at 10% of total issuance). The update provides transparency on share distribution across shareholder types and compliance schedules for future seasons.

12 Jun 2026 Leadership Neutral

Fonterra announces leadership structure changes

Fonterra Co-operative Group Ltd announced permanent leadership structure changes effective June 15 and August 3, 2026, shifting from a channel-led to market-led approach with new appointments including Teh-han Chow as CEO Greater China, Gaby Amade as President Global Markets, and Elisa Giusti as Chief Growth and Strategy Officer to accelerate strategic delivery and value growth.

2 Jun 2026 Neutral

Monthly Allotment / Redemption Notice

The Fonterra Shareholders' Fund reports zero allotments and zero redemptions of FSF units during May 2026, with the total number of units in existence remaining at 107,410,984 as of 31 May 2026.

2 Jun 2026 Neutral

Komal Mistry-Mehta to leave Fonterra

Komal Mistry-Mehta, Chief Innovation and Brand Officer at Fonterra Co-operative Group Ltd, will leave the company in October 2026 after a 15-year tenure. She has led Fonterra's innovation, digital transformation, and brand initiatives during her time with the organization.

29 May 2026 Neutral

Global Dairy Update May 2026

This is NOT a substantial shareholder notice or regulatory filing—it is Fonterra's Global Dairy Update for May 2026, a routine market report covering global dairy production, exports, imports, milk collections, and the company's Q3 business performance.

28 May 2026 Actual Results Positive

Fonterra announces Q3 result and F27 Farmgate Milk Price

Fonterra reported a strong Q3 FY26 result with year-to-date Total Group operating profit of NZ$1.8 billion, up NZ$103 million on the prior year, driven by strong Foodservice performance and robust protein demand in Ingredients. Underlying EPS rose to 57 cents (from 53 cents), reflecting continuing operations adjusted for the completed Mainland Group divestment, with NZ$3.2 billion returned to shareholders. FY26 full-year underlying earnings guidance was lifted and narrowed to 60-70 cents per share (from 50-65 cents), and the opening 2026/27 Farmgate Milk Price was set at NZ$9.75 per kgMS. Key points: Total Group YTD operating profit up NZ$103 million to NZ$1.8 billion, with underlying EPS rising to 57 cents from 53 cents on continuing operations.; FY26 full-year underlying earnings guidance lifted and narrowed to 60-70 cents per share (from 50-65 cents), reflecting strong contracted sales position and highest Q3 shipment volumes in a decade.; Foodservice underlying operating profit surged NZ$304 million (+143%) to NZ$516 million, driven by pricing, product mix improvements and easing input costs.

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