Origin halts wind project and analysts target Origin stock at AUD 10.17

Published on 10/07/2026 at 04:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

In fiscal 2026, revenue fell 9.60 percent to AUD 15.60 billion. Origin stock yields 5.00 percent alongside an AUD 0.30 final dividend.

Origin, AU000000ORG5, Illustration mit AI erstellt.

Origin Energy (ISIN AU000000ORG5) reported AUD 15.60 billion in fiscal 2026 revenue, down 9.60 percent from fiscal 2025. The company is also halting plans for a major wind project as construction costs rise, while TipRanks lists a Sell rating and an AUD 10.17 analyst price target for Origin stock.

Wind costs reshape the project pipeline

As Energy Connects reports, Origin Energy is halting plans for what would have been Australia's largest wind farm because higher construction costs make the project harder to justify.

The decision gives investors a concrete test for Origin's energy-transition strategy: capital spending must compete with returns from its established electricity, gas and integrated energy businesses. The project change is operationally specific, while the fiscal 2026 figures show a mixed earnings profile rather than a simple growth story.

Revenue fell while profit improved

According to Simply Wall St, fiscal 2026 net income rose 6.30 percent to AUD 1.57 billion from fiscal 2025, while the profit margin increased to 10.00 percent from 8.60 percent. Earnings per share reached AUD 0.92, up from AUD 0.86.

That comparison matters because revenue missed analyst estimates by 2.30 percent even as earnings per share exceeded estimates by 39.00 percent, according to Simply Wall St. The contrast puts project discipline and margin protection at the center of the investment case.

AGM sets the next checkpoint

Origin's investor page states that its 2026 annual general meeting is scheduled for October 14, 2026, followed by a quarterly report on October 30, 2026. The same page says the fiscal 2026 results were released to the Australian Securities Exchange on August 13, 2026.

TipRanks lists the latest analyst view as Sell with an AUD 10.17 price target. Simply Wall St reports a final dividend of AUD 0.30 per share and a 5.00 percent dividend yield for fiscal 2026.

Market value remains the reference point

Origin Energy was trading at AUD 11.05 on the ASX at 12:47 p.m. AEDT on October 7, 2026, versus a prior close of AUD 11.01. Its 52-week range was AUD 10.02 to AUD 12.84, while market capitalization stood at AUD 19.0 billion on the same date.

Origin's market capitalization was AUD 19.0 billion as of October 7, 2026. The further course of trading is shown by the continuously updated real-time quote of Origin stock.