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BUZZ — Jefferies sees earnings risk from potential Dexus healthcare fund wind — up

* Jefferies maintains a "hold" rating on Dexus with an unchanged A$5.60 price target amid a review of options for its A$1.1 billion Dexus Healthcare Property Fund after about 90% of investors sought redemptions * Brokerage estimates a wind-up of the fund could reduce its FY27 AFFO view by about 1.4%, with its A$403 million ($281.33 million) forecast already at the bottom end of guidance and below consensus * Says the impact would reflect lost fund management fees and co-investment income, partly offset by interest savings from debt repayment * Brokerage notes Dexus is targeting more than A$2 bln of capital releases across FY27-FY28 through third-party capital partnerships and non-core asset sales * Four of ten analysts rate the stock "buy", five "hold" and one "sell"; their median PT is A$6.21, according to data compiled * YTD, stock down 17.6% as of last close ($1 = 1.4325 Australian dollars) (Reporting by Paridhi Minda in Bengaluru) ((Paridhi.minda@thomsonreuters.com)

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