Charter Hall Group (ASX:CHC) posted a solid fiscal first-half performance, driven by robust transaction activity and equity inflows, with upgraded guidance signaling ongoing momentum, Jarden said in a note on Thursday.

The investment firm highlighted that the company's operating earnings per stapled security (OEPS) beat estimates by 4.1%, prompting management to lift full-year OEPS guidance to AU$1.

The company's funds under management grew to AU$90.3 billion in the fiscal first half, up from AU$83.4 billion a year earlier, with net equity inflows rising to AU$3.9 million and gross transactions increasing to AU$9.8 billion from AU$4.1 billion in the first half of fiscal 2025.

Key downside risks include a slow rebound in transaction activity, increased competition in active fund management, and falling asset values that could pressure the company's assets under management.

Jarden reaffirmed an overweight rating and a AU$27.60 price target on Charter Hall Group.