REA GROUP LIMITED (REA)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$157.61

23 Jul
2026

-2.110

OPEN

$157.32

-1.32%

HIGH

$159.09

228,804

LOW

$156.70

TARGET
$186.25 18.2% 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 513.4 478.9 xxx
DPS (cps) xxx 248.0 276.7 xxx
EPS Growth xxx 100.0% - 6.7% xxx
DPS Growth xxx 31.2% 11.6% xxx
PE Ratio xxx N/A 31.7 xxx
Dividend Yield xxx N/A 1.8% xxx
Div Pay Ratio(%) xxx 48.3% 57.8% xxx

Dividend yield today if purchased 3 years ago: 1.65%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.63

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: 03/03 - ex-div 124c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 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

0.4

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Bell Potter

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgans

06/07/2026

1

Buy

$199.00

26.26%

Morgans continues to see REA Group as one of the highest quality classified franchises covered.

Concerns over new listing volumes are considered a near-term volatility issue with management able to "pull levers" such as yield to offset weakness.

Due to the Budget changes and the higher interest rate setting, the broker lowers FY27 volume growth to -3% from 2% and FY28 volume growth to -2% from 2%.

EPS forecasts are trimmed by around -5% to -8% for FY27/FY28 but the analyst sees the stock as offering value at current levels.

Buy rated with a $199 target, down from $219, previously.

FORECAST
Morgans forecasts a full year FY26 dividend of 281.00 cents and EPS of 485.00 cents.
Morgans forecasts a full year FY27 dividend of 325.00 cents and EPS of 543.00 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

20/07/2026

3

Neutral

$178.00

12.94%

Jarden maintains a Neutral rating for REA Group with its target price held at $178.00 following the announcement of the India business divestment.

The company has entered a binding agreement to sell Housing.com to Aurum PropTech, receiving shares valued at $68m as consideration, an exit that aligns with management's strategic view regarding the India return profile.

The transaction is expected to deliver an overall loss on divestment of -$110m, with the business now classified as a discontinued operation for FY26.

While FY26 earnings per share are unchanged, the analyst increases FY27 and FY28 estimates by 2.5% and 3.6% respectively to reflect the divestment.

National new listings growth remained positive in June, and management notes potential early stock-to-market activity from sellers anticipating capital gains changes in 2027.

FORECAST
Jarden forecasts a full year FY26 dividend of 280.60 cents and EPS of 483.50 cents.
Jarden forecasts a full year FY27 dividend of 296.40 cents and EPS of 577.70 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Rudi’s View: All-Weathers In The Age Of Disruption

Jul 22 2026 - Rudi's View
2
Australian Broker Call *Extra* Edition – Jul 20, 2026

Jul 20 2026 - Daily Market Reports
3
Rudi’s View: Small Cap Favourites, AI & More

Jul 16 2026 - Rudi's View
4
FY26 In Review: Up Thanks To Miners & Dividends

Jul 07 2026 - Australia
5
Weekly Ratings, Targets, Forecast Changes – 12-06-26

Jun 15 2026 - Weekly Reports

Latest Real Estate News

1
Pexa To Contest Major Revenue Hit In Australia

Jul 06 2026 - Australia
2
Treasure Chest: REA Group

Jun 10 2026 - Treasure Chest
3
Pexa Sentiment Sours Over Regulatory Cloud

Apr 09 2026 - Small Caps
4
Pexa Preparing For A Big Year Ahead

Mar 05 2026 - Australia
5
AI Fears Overwhelm REA’s Operational Resilience

Feb 12 2026 - Australia
6
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
7
Market Not Valuing Pexa Group’s UK Potential

Nov 07 2025 - Small Caps
8
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
9
REA Group Confident About Competition Threat

May 12 2025 - Australia
10
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps