REA GROUP LIMITED (REA)
Share Price Analysis and Chart

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REA

REA - REA GROUP LIMITED

FNArena Sector : Real Estate
Year End: June
GICS Industry Group : Media
Debt/EBITDA: 0.08
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS | ALL-TECH

REA Group is a global online real estate advertising company. The company was founded in 1995 and listed on the ASX with the help of News Ltd in 1999. The latter is still the largest shareholder with a circa 60% equity stake. REA Group is the domestic number one and runs similar assets in the US and countries in Asia.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$200.15

13 Nov
2025

-4.100

OPEN

$205.00

-2.01%

HIGH

$206.34

262,071

LOW

$199.65

TARGET
$257.893 28.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
APZ . DGH . HMC . PXA . RMY . UBN .
FNARENA'S MARKET CONSENSUS FORECASTS
REA: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 513.4 500.4 xxx
DPS (cps) xxx 248.0 293.8 xxx
EPS Growth xxx 100.0% - 2.5% xxx
DPS Growth xxx 31.2% 18.5% xxx
PE Ratio xxx N/A 40.2 xxx
Dividend Yield xxx N/A 1.5% xxx
Div Pay Ratio(%) xxx 48.3% 58.7% xxx

Dividend yield today if purchased 3 years ago: 2.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.23

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: 29/08 - ex-div 102.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx513.4
DPS All xxxxxxxxxxxxxxx248.0
Sales/Revenue xxxxxxxxxxxxxxx1,896.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,448.5
Net Operating Cash Flow xxxxxxxxxxxxxxx675.4 M
Net Profit Margin xxxxxxxxxxxxxxx35.74 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx39.29 %
Return on Invested Capital xxxxxxxxxxxxxxx35.83 %
Return on Assets xxxxxxxxxxxxxxx24.29 %
Return on Equity xxxxxxxxxxxxxxx39.29 %
Return on Total Capital xxxxxxxxxxxxxxx39.37 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx389.0 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 xxxxxxxxxxxxxxx10 M
Long Term Debt xxxxxxxxxxxxxxx61 M
Total Debt xxxxxxxxxxxxxxx71 M
Goodwill - Gross xxxxxxxxxxxxxxx897 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx429 M
Price To Book Value xxxxxxxxxxxxxxx16.60

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx138.0 M
Capex % of Sales xxxxxxxxxxxxxxx7.28 %
Cost of Goods Sold xxxxxxxxxxxxxxx1,045 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx87 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx344 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

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxx xx xxxxxxxxxx xxxx xxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

10/11/2025

3

Neutral

$279.25

39.52%

Citi highlights management at REA Group faced questions at the earnings call post Q1 results on AI risk and competition from CoStar and Domain. It's noted, however, that audience and engagement remain unaffected, with October visits hitting a record.

Yield growth is tracking ahead of the broker's expectation as geographic-mix stays neutral, and further upside is seen if Luxe penetration increases. Consensus FY26 forecasts are expected to remain largely unchanged.

Neutral. Target $279.25.

FNArena's summary of Citi's first take on REA's first quarter update follows.

In a quick follow-up to today's Q1 market update by REA Group, Citi analysts commented group revenue grew by 4% yoy. Excluding divested Proptiger and HousingEdge (exited), group revenue is in line with the expectation of 5% yoy growth.

The broker anticipates minimal changes from consensus, which reflects higher India losses offset by slightly higher yield growth.

The analysts do believe consensus expectation for 10% Australia revenue growth in 1H26 is likely too high as it implies 15% yoy growth in 2Q26 against 6% delivered in 1Q.

FORECAST
Citi forecasts a full year FY26 EPS of 499.10 cents.
Citi forecasts a full year FY27 EPS of 596.00 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

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

Jarden

13/11/2025

3

Upgrade to Neutral from Underweight

$207.00

3.42%

REA Group’s 1Q26 revenue rose 4% to $429m, broadly in line with Jarden’s expectations, while earnings (EBITDA) of $254m were marginally ahead.

The broker notes residential yield growth of 13% met forecasts, offsetting softer performance from India, where revenues declined -20%. Cost control is seen as a positive, with full-year guidance unchanged following the removal of Housing Edge from forecasts.

Jarden trims FY26 EBITDA and EPS forecasts by -0.6% and -1.1%, respectively, and lowers its target to $207 from $212. The rating is upgraded to Neutral from Underweight after recent share price underperformance.

FORECAST
Jarden forecasts a full year FY26 dividend of 349.00 cents and EPS of 498.60 cents.
Jarden forecasts a full year FY27 dividend of 407.80 cents and EPS of 582.60 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 14-11-25

10:30 AM - Weekly Reports
2
Australian Broker Call *Extra* Edition – Nov 13, 2025

Nov 13 2025 - Daily Market Reports
3
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
4
FNArena Corporate Results Monitor – 10-11-2025

Nov 10 2025 - Australia
5
Rudi’s View: Amcor, Charter Hall, Challenger, Goodman, Woolworths & More

Nov 06 2025 - Rudi's View

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