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

$174.87

10 Feb
2026

7.750

OPEN

$170.00

4.64%

HIGH

$174.87

330,574

LOW

$167.20

TARGET
$228.229 30.5% 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 513.4 486.3 xxx
DPS (cps) xxx 248.0 283.2 xxx
EPS Growth xxx 100.0% - 5.3% xxx
DPS Growth xxx 31.2% 14.2% xxx
PE Ratio xxx N/A 35.5 xxx
Dividend Yield xxx N/A 1.6% xxx
Div Pay Ratio(%) xxx 48.3% 58.2% xxx

Dividend yield today if purchased 3 years ago: 2.05%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.43

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: 28/08 - ex-div 138.00c (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

0.9

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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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

09/02/2026

3

Neutral

$200.00

14.37%

REA Group announced 1H26 net profit after tax up 9% y/y, to $341m, which slightly missed Macquarie and consensus forecasts by -1%.

The analyst considers medium term earnings growth remains and forecasts around 15% CAGR from calendar 2025 to FY28, which includes the announced $200m share buyback.

Macquarie remains cautious on the stock's valuation relating to AI uncertainty and global peers. The analyst feels it is too early to assess whether online classifieds are net beneficiaries of AI, but believes real estate has a greater moat than small consumer shopping transactions.

The broker lowers EPS forecasts by -3% for FY26 and -2% for FY27 and reduces the target price to $200 from $210 while retaining a Neutral rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 285.00 cents and EPS of 478.20 cents.
Macquarie forecasts a full year FY27 dividend of 334.00 cents and EPS of 561.40 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Citi

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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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

11/02/2026

3

Neutral

$177.00

1.22%

REA Group produced a strong result in the first half although it was slightly below Jarden's estimates.

EBITDA grew by 6.3% and adjusted net profit by 8.5%. Volume guidance has been lowered to -1-3% decline from "broadly in line with last year".

Jarden lowers FY26 and FY27 estimates for EPS by -2.3%. The broker acknowledges share price weakness around AI-related disruption, but assesses the business has a "protective moat".

As risks remain elevated, Jarden increases its WACC assumption to 8.84% from 8.55%. Neutral rating unchanged. Target reduced to $177 from $196.

FORECAST
Jarden forecasts a full year FY26 dividend of 278.10 cents and EPS of 480.00 cents.
Jarden forecasts a full year FY27 dividend of 323.30 cents and EPS of 555.40 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Australian Broker Call *Extra* Edition – Feb 11, 2026

10:45 AM - Daily Market Reports
2
Behind The AI Threat Narrative(s)

10:00 AM - Rudi's View
3
Next Week At A Glance – 9-13 Feb 2026

Feb 06 2026 - Weekly Reports
4
FNArena Corporate Results Monitor – 06-02-2026

Feb 06 2026 - Australia
5
Rudi’s View: Woolies, CSL, Macquarie (& More)

Feb 05 2026 - Rudi's View

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Mar 25 2025 - Small Caps
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Aug 19 2024 - Australia
7
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Feb 14 2023 - Australia
8
REA Group Heading Higher

Aug 16 2022 - Technicals
9
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
10
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia