REA GROUP LIMITED (REA)
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REA

REA - REA GROUP LIMITED

FNArena Sector : Real Estate
Year End: June
GICS Industry Group : Media
Debt/EBITDA: 0.08
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

REA Group is a global online real estate advertising company. The company was founded in 1995 and listed on the ASX with the help of News Ltd in 1999. The latter is still the largest shareholder with a circa 60% equity stake. REA Group is the domestic number one and runs similar assets in the US and countries in Asia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$172.85

11 Feb
2026

-2.020

OPEN

$175.00

-1.16%

HIGH

$176.82

326,097

LOW

$170.01

TARGET
$228.229 32.0% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
APZ . DGH . HMC . PXA . RMY . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 513.4 486.3 xxx
DPS (cps) xxx 248.0 283.2 xxx
EPS Growth xxx 100.0% - 5.3% xxx
DPS Growth xxx 31.2% 14.2% xxx
PE Ratio xxx N/A 34.4 xxx
Dividend Yield xxx N/A 1.7% xxx
Div Pay Ratio(%) xxx 48.3% 58.2% xxx

Dividend yield today if purchased 3 years ago: 2.05%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.48

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 28/08 - ex-div 138.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic 85.3244.6291.3269.7229.3513.4
DPS All 110.0131.0164.0158.0189.0248.0
Sales/Revenue 881.9 M1,005.4 M1,427.4 M1,392.4 M1,677.0 M1,896.5 M
Book Value Per Share 656.1809.2985.51,110.21,165.41,448.5
Net Operating Cash Flow 419.1 M321.5 M487.6 M472.7 M589.4 M675.4 M
Net Profit Margin 12.74 %32.10 %26.96 %25.57 %18.06 %35.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed 12.70 %33.38 %32.46 %25.72 %20.15 %39.29 %
Return on Invested Capital 10.75 %24.16 %23.07 %19.57 %16.50 %35.83 %
Return on Assets 7.08 %16.29 %15.58 %13.71 %11.37 %24.29 %
Return on Equity 12.70 %33.38 %32.46 %25.72 %20.15 %39.29 %
Return on Total Capital 34.00 %32.56 %31.92 %29.08 %36.41 %39.37 %
Free Cash Flow ex dividends 252.9 M168.3 M285.8 M248.5 M360.6 M389.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt 76 M9 M9 M11 M9 M10 M
Long Term Debt 251 M487 M478 M393 M272 M61 M
Total Debt 327 M496 M487 M403 M281 M71 M
Goodwill - Gross 878 M833 M830 M830 M922 M897 M
Cash & Equivalents - Generic 223 M169 M248 M260 M204 M429 M
Price To Book Value 16.4420.8911.3512.8816.8716.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 73.4 M66.9 M95.0 M117.6 M125.0 M138.0 M
Capex % of Sales 8.32 %6.66 %6.66 %8.45 %7.45 %7.28 %
Cost of Goods Sold 440 M507 M829 M756 M879 M1,045 M
Selling, General & Admin. Exp & Other 33 M38 M42 M88 M110 M87 M
Research & Development ------
Investments - Total 305 M309 M637 M643 M474 M344 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.9

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

09/02/2026

3

Neutral

$200.00

15.71%

REA Group announced 1H26 net profit after tax up 9% y/y, to $341m, which slightly missed Macquarie and consensus forecasts by -1%.

The analyst considers medium term earnings growth remains and forecasts around 15% CAGR from calendar 2025 to FY28, which includes the announced $200m share buyback.

Macquarie remains cautious on the stock's valuation relating to AI uncertainty and global peers. The analyst feels it is too early to assess whether online classifieds are net beneficiaries of AI, but believes real estate has a greater moat than small consumer shopping transactions.

The broker lowers EPS forecasts by -3% for FY26 and -2% for FY27 and reduces the target price to $200 from $210 while retaining a Neutral rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 285.00 cents and EPS of 478.20 cents.
Macquarie forecasts a full year FY27 dividend of 334.00 cents and EPS of 561.40 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

11/02/2026

3

Neutral

$177.00

2.40%

REA Group produced a strong result in the first half although it was slightly below Jarden's estimates.

EBITDA grew by 6.3% and adjusted net profit by 8.5%. Volume guidance has been lowered to -1-3% decline from "broadly in line with last year".

Jarden lowers FY26 and FY27 estimates for EPS by -2.3%. The broker acknowledges share price weakness around AI-related disruption, but assesses the business has a "protective moat".

As risks remain elevated, Jarden increases its WACC assumption to 8.84% from 8.55%. Neutral rating unchanged. Target reduced to $177 from $196.

FORECAST
Jarden forecasts a full year FY26 dividend of 278.10 cents and EPS of 480.00 cents.
Jarden forecasts a full year FY27 dividend of 323.30 cents and EPS of 555.40 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
AI Fears Overwhelm REA’s Operational Resilience

10:00 AM - Australia
2
Australian Broker Call *Extra* Edition – Feb 11, 2026

Feb 11 2026 - Daily Market Reports
3
Behind The AI Threat Narrative(s)

Feb 11 2026 - Rudi's View
4
Next Week At A Glance – 9-13 Feb 2026

Feb 06 2026 - Weekly Reports
5
FNArena Corporate Results Monitor – 06-02-2026

Feb 06 2026 - Australia

Latest Real Estate News

1
AI Fears Overwhelm REA’s Operational Resilience

10:00 AM - Australia
2
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
3
Market Not Valuing Pexa Group’s UK Potential

Nov 07 2025 - Small Caps
4
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
5
REA Group Confident About Competition Threat

May 12 2025 - Australia
6
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps
7
REA Group: A Tale Of Two Cities

Aug 19 2024 - Australia
8
Weak Listings Not Insurmountable For REA Group

Feb 14 2023 - Australia
9
REA Group Heading Higher

Aug 16 2022 - Technicals
10
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus