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: 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

$5.49

03 Jul
2025

0.060

OPEN

$5.40

1.10%

HIGH

$5.50

1,185,527

LOW

$5.40

TARGET
$6.722 22.4% 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 56.1 xxx
DPS (cps) xxx 16.0 23.7 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 0.0% 48.3% xxx
PE Ratio xxx N/A 9.8 xxx
Dividend Yield xxx N/A 4.3% xxx
Div Pay Ratio(%) xxx N/A 42.3% xxx

Dividend yield today if purchased 3 years ago: 1.71%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.93

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
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

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

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Citi

23/06/2025

1

Buy

$6.80

23.86%

Lendlease Group completed the sale of Capella Capital to Sojitz Corp and Citi notes this will contribute $70m in after-tax profits to FY25. There's also $145m after-tax profit from the military housing sale and $10-30m from the UK JV announced before.

The broker expects more asset sales in the near term, including the Australian retirement business and the TRX retail in Malaysia, before the company begins buybacks, which is a key near-term catalyst.

However, there are also fund management uncertainties, with a recent article highlighting property managers are eyeing the company's APPF funds. The funds contribute around $10bn to AUM, and the broker believes losing it would hurt the company's growth story.

FY25 earnings lifted slightly on asset sale profits, but FY26-27 cut on revised development and investment earnings assumptions.

Buy. Target cut to $6.80 from $7.50 on earnings revisions and valuation shift from DCF to average of DCF and sum-of-the-parts.

FORECAST
Citi forecasts a full year FY25 EPS of 48.00 cents.
Citi forecasts a full year FY26 EPS of 50.00 cents.

UBS

xx/xx/xxxx

3

xxxxxxx xx xxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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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
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Jun 25 2025 - Rudi's View
2
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4
Rudi’s View: The Contrarians’ View

May 29 2025 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 16-05-25

May 19 2025 - Weekly Reports

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