LENDLEASE GROUP (LLC)
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LLC

LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 9.95
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Lendlease Group is a multinational construction, property and infrastructure company originally founded in 1958 and listed on the ASX in 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$5.26

24 Jul
2025

0.030

OPEN

$5.26

0.57%

HIGH

$5.28

1,764,024

LOW

$5.22

TARGET
$6.61 25.7% upside
Franking for last dividend paid out: 33%
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GMG . GOZ . GPT . LIC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY23
Actual		 FY24
Actual		 FY25
Forecast		 FY26
Forecast
EPS (cps) xxx - 219.9 55.3 xxx
DPS (cps) xxx 16.0 22.5 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 0.0% 40.8% xxx
PE Ratio xxx N/A 9.4 xxx
Dividend Yield xxx N/A 4.3% xxx
Div Pay Ratio(%) xxx N/A 40.7% xxx

Dividend yield today if purchased 3 years ago: 1.63%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.08

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: 23/08 - ex-div 9.51c (franking 33%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 201920202021202220232024
EPS Basic xxxxxxxxxxxxxxx-219.9
DPS All xxxxxxxxxxxxxxx16.0
Sales/Revenue xxxxxxxxxxxxxxx9,407.0 M
Book Value Per Share xxxxxxxxxxxxxxx708.0
Net Operating Cash Flow xxxxxxxxxxxxxxx-55.0 M
Net Profit Margin xxxxxxxxxxxxxxx-15.97 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201920202021202220232024
Return on Capital Employed xxxxxxxxxxxxxxx-26.22 %
Return on Invested Capital xxxxxxxxxxxxxxx-15.45 %
Return on Assets xxxxxxxxxxxxxxx-8.25 %
Return on Equity xxxxxxxxxxxxxxx-26.22 %
Return on Total Capital xxxxxxxxxxxxxxx3.36 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-204.0 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 201920202021202220232024
Short-Term Debt xxxxxxxxxxxxxxx94 M
Long Term Debt xxxxxxxxxxxxxxx4,415 M
Total Debt xxxxxxxxxxxxxxx4,509 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx1,000 M
Price To Book Value xxxxxxxxxxxxxxx0.76

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201920202021202220232024
Capex xxxxxxxxxxxxxxx63.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.67 %
Cost of Goods Sold xxxxxxxxxxxxxxx8,564 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx512 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx2,746 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
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Sentiment Indicator

0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Macquarie

14/07/2025

1

Outperform

$7.23

37.45%

In a preview of the August earnings season, Macquarie sees limited earnings risk for Australian REITs, with FY25 EPS growth for the sector forecast at 4.3%. For FY26, the broker believes headwinds are reducing and expects EPS growth of 5.8%, with an acceleration to 10.6% growth in FY27.

Revised expectation for the cash rate is a key driver as Macquarie strategists now expect -125bps of rate cuts in this cycle vs -75bps forecast in January. Within the sector, the broker expects retail and logistics to be the top performers in terms of earnings, driven by income growth, low maintenance capital expenditures, and reduced lease incentive leakage.

The broker cut the FY25 EPS forecast for Lendlease Group by -4.8% and by a sharp -25.3% for FY26, reflecting the timing of profit from One Circular Quay development.

Target falls to $7.23 from $7.79. Outperform maintained.

FORECAST
Macquarie forecasts a full year FY25 dividend of 17.70 cents and EPS of 56.80 cents.
Macquarie forecasts a full year FY26 EPS of 27.50 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx xx xxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
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No. Of Recommendations

0

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
Access Extra Coverage Research History >

LLC STOCK CHART

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