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: 86.85
Index: 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

$2.77

14 Sep
2026

-0.040

OPEN

$2.80

-1.42%

HIGH

$2.84

1,970,645

LOW

$2.76

TARGET
$3.433 23.9% upside
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 FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx - 110.0 22.9 xxx
DPS (cps) xxx 15.8 13.0 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 31.5% - 17.5% xxx
PE Ratio xxx N/A 11.6 xxx
Dividend Yield xxx N/A 4.9% xxx
Div Pay Ratio(%) xxx N/A 56.9% xxx

Dividend yield today if purchased 3 years ago: 2.11%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.97

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: 21/08 - (franking ex-div 9.55c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx-110.0
DPS All xxxxxxxxxxxxxxx15.8
Sales/Revenue xxxxxxxxxxxxxxx5,447.0 M
Book Value Per Share xxxxxxxxxxxxxxx707.5
Net Operating Cash Flow xxxxxxxxxxxxxxx-1,357.0 M
Net Profit Margin xxxxxxxxxxxxxxx-13.75 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx-15.08 %
Return on Invested Capital xxxxxxxxxxxxxxx-8.66 %
Return on Assets xxxxxxxxxxxxxxx-5.26 %
Return on Equity xxxxxxxxxxxxxxx-15.08 %
Return on Total Capital xxxxxxxxxxxxxxx-0.19 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-1,545.0 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx975 M
Long Term Debt xxxxxxxxxxxxxxx3,715 M
Total Debt xxxxxxxxxxxxxxx4,690 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx751 M
Price To Book Value xxxxxxxxxxxxxxx0.46

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx13.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.24 %
Cost of Goods Sold xxxxxxxxxxxxxxx5,064 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx401 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx3,139 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

0.3

No. Of Recommendations

4
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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Citi

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgan Stanley

18/08/2026

3

Equal-weight

$3.21

15.88%

Morgan Stanley retains an Equal-weight rating and an In-Line industry view for Lendlease Group with its target price decreased to $3.21 from $3.29 following an FY26 operating loss of -$567m.

The analyst highlights that solid performance within the investments, development, and construction segments was entirely offset by an -$800m loss in the Capital Release Unit.

The broker's estimates adjust FY27 and FY28 earnings per share down to 18.8c and 6.5c respectively, reflecting higher restructuring corporate costs, lower transaction profits, and project completion timing shifts.

Commentary explains management is navigating a simplification strategy aimed at divesting offshore assets and reducing gearing towards a target range of 5%-15%.

The analyst views the stock path as volatile over the next two to three years, while execution risks and capital recycling progress remain critical focus areas.

FORECAST
Morgan Stanley forecasts a full year FY27 dividend of 9.40 cents and EPS of 18.80 cents.
Morgan Stanley forecasts a full year FY28 dividend of 3.20 cents and EPS of 6.50 cents.

Macquarie

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

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
August 2026 Results – The Wrap

Sep 08 2026 - Feature Stories
2
Rudi’s View: August Delivers Soft Guidance, Higher Dividends

Aug 26 2026 - Rudi's View
3
Weekly Ratings, Targets, Forecast Changes – 21-08-26

Aug 24 2026 - Weekly Reports
4
Rudi’s View: Beats, Misses And Early AI Signals

Aug 19 2026 - Rudi's View
5
FNArena Corporate Results Monitor – 18-08-2026

Aug 18 2026 - Australia

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