LENDLEASE GROUP (LLC)
Share Price Analysis and Chart

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LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 25.63
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

$5.66

02 Jul
2024

0.030

OPEN

$5.69

0.53%

HIGH

$5.76

2,061,554

LOW

$5.56

TARGET
$6.50 14.8% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GMG . GOZ . GPT . HPI . LIC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY22
Actual		 FY23
Actual		 FY24
Forecast		 FY25
Forecast
EPS (cps) xxx - 34.0 50.5 xxx
DPS (cps) xxx 16.0 17.9 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx 0.0% 11.7% xxx
PE Ratio xxx N/A 11.3 xxx
Dividend Yield xxx N/A 3.1% xxx
Div Pay Ratio(%) xxx N/A 35.4% xxx

Dividend yield today if purchased 3 years ago: 1.45%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 2.81

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: 23/02 - ex-div 6.49c (franking 0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2024 FactSet UK Limited. All rights reserved
Title 201820192020202120222023
EPS Basic xxxxxxxxxxxxxxx-34.0
DPS All xxxxxxxxxxxxxxx16.0
Sales/Revenue xxxxxxxxxxxxxxx10,397.0 M
Book Value Per Share xxxxxxxxxxxxxxx968.7
Net Operating Cash Flow xxxxxxxxxxxxxxx-486.0 M
Net Profit Margin xxxxxxxxxxxxxxx-2.23 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201820192020202120222023
Return on Capital Employed xxxxxxxxxxxxxxx-3.42 %
Return on Invested Capital xxxxxxxxxxxxxxx-2.34 %
Return on Assets xxxxxxxxxxxxxxx-1.26 %
Return on Equity xxxxxxxxxxxxxxx-3.42 %
Return on Total Capital xxxxxxxxxxxxxxx0.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-619.0 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 201820192020202120222023
Short-Term Debt xxxxxxxxxxxxxxx98 M
Long Term Debt xxxxxxxxxxxxxxx3,567 M
Total Debt xxxxxxxxxxxxxxx3,665 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx900 M
Price To Book Value xxxxxxxxxxxxxxx0.80

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 201820192020202120222023
Capex xxxxxxxxxxxxxxx82.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.79 %
Cost of Goods Sold xxxxxxxxxxxxxxx9,785 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx612 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4,392 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

0.5

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx xxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

21/06/2024

3

Equal-weight

$6.35

12.19%

Morgan Stanley dissects the earnings model for Lendlease Group to acccount for the strategic restructuring of the business, including the divestment of the overseas operations and a refocus on domestic development and construction sectors.

The analyst highlights the company's focus on Australian developments and construction is strategically sound, though execution risks and an insufficient project pipeline pose challenges, with a complete "earnings hole in FY26" due to an absence of Australian projects.

Earnings forecasts are revised down by -11% for FY24 and -50% for FY25.

The Equal-weight rating and the target price is cut to $6.35 from $7.35. Industry view: In-Line. 

FORECAST
Morgan Stanley forecasts a full year FY24 dividend of 23.00 cents and EPS of 57.00 cents.
Morgan Stanley forecasts a full year FY25 dividend of 29.00 cents and EPS of 58.00 cents.

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

LLC STOCK CHART

FNArena News on LLC

1
Rudi’s View: Copper, Lithium, Retailers & TechnologyOne

Jun 27 2024 - Rudi's View
2
In Brief: Goodman Shares Too Hot For Property Investors

Jun 21 2024 - Weekly Reports
3
Rudi’s View: Healthcare, Megatrends & FoMo

Jun 06 2024 - Rudi's View
4
Lendlease: Bringing It Back Home

May 30 2024 - Australia
5
Rudi’s View: How To Benefit From EOFY Selling

May 30 2024 - Rudi's View

Latest Infra & Property Developers News

1
Treasure Chest: Stockland

Jun 26 2024 - Treasure Chest
2
ESG Focus: Do Data Centres Threaten ESG Targets?

Jun 24 2024 - ESG Focus
3
Goodman Group’s Upward Momentum Continues

Jun 11 2024 - Technicals
4
Lendlease: Bringing It Back Home

May 30 2024 - Australia
5
Goodman Group Powers On

May 09 2024 - Australia
6
Goodman Group: Overbought

Aug 22 2023 - Technicals
7
Goodman Group: Breaking Out

May 02 2023 - Technicals
8
Goodman Group: Short Term Rally

Jul 19 2022 - Technicals
9
Goodman Silences The Critics

May 18 2022 - Australia
10
Treasure Chest: Stockland Ready To De-Couple

Apr 05 2022 - Treasure Chest