I'm LongbridgeAI, I can summarize articles.Rural Funds Group (AU:RFF) reported a 6.8% increase in net property income to $48.6 million for the half-year ending December 31, 2025, driven by macadamia developments. Earnings rose to $44.1 million due to interest rate swap revaluations and asset sale gains. The group divested $60.7 million in assets, funding $70.7 million in capital expenditures and reducing pro forma gearing to 39.1%. The company reaffirmed its FY26 distribution guidance, supported by ongoing developments and a stable portfolio. Analysts rate the stock as a Hold with a price target of A$2.11.
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An update from Rural Funds Group ( (AU:RFF) ) is now available.
Rural Funds Group reported a 6.8% rise in net property income to $48.6m for the half-year to 31 December 2025, driven mainly by additional rental income from macadamia developments. Earnings jumped to $44.1m, largely due to interest rate swap revaluations and asset sale gains, while adjusted funds from operations and distributions were in line with full-year forecasts and adjusted net asset value edged up to $3.10 per unit.
The group continued to recycle capital, with $60.7m of asset divestments at or above book value helping to fund $70.7m of capex and slightly reduce pro forma gearing to 39.1%. Progress on major developments, including the first-stage completion of the Kaiuroo project and ongoing macadamia orchard expansion at Rookwood Farms, along with a largely leased, long-WALE portfolio, underpins its position in defensive food production property and supports reaffirmed FY26 distribution guidance.
The most recent analyst rating on (AU:RFF) stock is a Hold with a A$2.11 price target. To see the full list of analyst forecasts on Rural Funds Group stock, see the AU:RFF Stock Forecast page.
More about Rural Funds Group
Rural Funds Group is an Australian agricultural real estate investment trust listed on the ASX that owns a diversified portfolio of farming properties across five agricultural sectors and multiple climatic zones. Its strategy is to generate income and capital growth by developing and leasing agricultural assets under predominantly long-term, triple-net leases, with a target of 4% annual distribution growth and quarterly distribution payments.
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Technical Sentiment Signal: Buy
Current Market Cap: A$787.2M