LENDLEASE GROUP (LLC)
Share Price Analysis and Chart

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LLC

LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 64.69
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

$5.43

03 Sep
2025

-0.300

OPEN

$5.63

-5.24%

HIGH

$5.66

2,461,396

LOW

$5.40

TARGET
$6.462 19.0% upside
Franking for last dividend paid out: 61%
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GLF . GMG . GOZ . GPT . LIC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 33.0 32.8 xxx
DPS (cps) xxx 23.0 16.4 xxx
EPS Growth xxx N/A - 0.7% xxx
DPS Growth xxx 43.8% - 28.9% xxx
PE Ratio xxx N/A 16.8 xxx
Dividend Yield xxx N/A 3.0% xxx
Div Pay Ratio(%) xxx 69.6% 49.8% xxx

Dividend yield today if purchased 3 years ago: 2.26%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 4.16

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 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx33.0
DPS All xxxxxxxxxxxxxxx23.0
Sales/Revenue xxxxxxxxxxxxxxx7,786.0 M
Book Value Per Share xxxxxxxxxxxxxxx750.5
Net Operating Cash Flow xxxxxxxxxxxxxxx-820.0 M
Net Profit Margin xxxxxxxxxxxxxxx2.89 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx4.52 %
Return on Invested Capital xxxxxxxxxxxxxxx2.50 %
Return on Assets xxxxxxxxxxxxxxx1.41 %
Return on Equity xxxxxxxxxxxxxxx4.52 %
Return on Total Capital xxxxxxxxxxxxxxx-0.28 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-931.0 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 xxxxxxxxxxxxxxx683 M
Long Term Debt xxxxxxxxxxxxxxx3,651 M
Total Debt xxxxxxxxxxxxxxx4,334 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx621 M
Price To Book Value xxxxxxxxxxxxxxx0.72

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx8.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.10 %
Cost of Goods Sold xxxxxxxxxxxxxxx7,292 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx520 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx3,145 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

0.4

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

19/08/2025

3

Neutral

$5.90

8.66%

UBS notes Lendlease Group missed its forecast and the consensus on FY25 operating EPS but the difference was mainly made up of higher tax.

FY25 guidance for the core operating business of 28-34c compares with the broker's group forecast of 37c, and doesn't include gain/loss from asset sales targeted in FY26. The broker considers FY26 as a transition year, especially for development.

EPS forecast for FY26 trimmed by -6% and for FY27 by -8% on revised timing of asset sales, $500m buyback assumed over FY26-27 (only FY26 earlier), and weaker development and investment outlook.

The broker expects gearing to drop to high-teens in FY26 from 27% now but the 15% target to be reached only in 1H28.

Neutral. Target cut to $5.90 from $6.05.

FORECAST
UBS forecasts a full year FY26 dividend of 17.00 cents and EPS of 35.00 cents.
UBS forecasts a full year FY27 dividend of 26.00 cents and EPS of 52.00 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial
Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

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

FNArena News on LLC

1
Next Week At A Glance – 25-29 Aug 2025

Aug 22 2025 - Weekly Reports
2
FNArena Corporate Results Monitor – 19-08-2025

Aug 19 2025 - Australia
3
Next Week At A Glance – 14-18 Jul 2025

Jul 11 2025 - Weekly Reports
4
SRG Global: Building Australia

Jul 10 2025 - Small Caps
5
Rudi’s View: The Megatrend You Simply Cannot Ignore

Jul 09 2025 - Rudi's View

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