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: 0.07
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

$166.81

02 Sep
2026

-2.970

OPEN

$164.11

-1.75%

HIGH

$168.16

298,473

LOW

$163.49

TARGET
$191.90 15.0% 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 FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 418.5 567.6 xxx
DPS (cps) xxx 297.0 341.3 xxx
EPS Growth xxx - 18.5% 35.6% xxx
DPS Growth xxx 19.8% 14.9% xxx
PE Ratio xxx N/A 28.8 xxx
Dividend Yield xxx N/A 2.1% xxx
Div Pay Ratio(%) xxx 71.0% 60.1% xxx

Dividend yield today if purchased 3 years ago: 1.81%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.82

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: 27/08 - ex-div 173.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx418.5
DPS All xxxxxxxxxxxxxxx297.0
Sales/Revenue xxxxxxxxxxxxxxx1,976.9 M
Book Value Per Share xxxxxxxxxxxxxxx1,451.8
Net Operating Cash Flow xxxxxxxxxxxxxxx771.4 M
Net Profit Margin xxxxxxxxxxxxxxx34.04 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx35.33 %
Return on Invested Capital xxxxxxxxxxxxxxx34.18 %
Return on Assets xxxxxxxxxxxxxxx23.03 %
Return on Equity xxxxxxxxxxxxxxx35.33 %
Return on Total Capital xxxxxxxxxxxxxxx47.05 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx419.0 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 xxxxxxxxxxxxxxx8 M
Long Term Debt xxxxxxxxxxxxxxx68 M
Total Debt xxxxxxxxxxxxxxx76 M
Goodwill - Gross xxxxxxxxxxxxxxx856 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx366 M
Price To Book Value xxxxxxxxxxxxxxx9.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx140.7 M
Capex % of Sales xxxxxxxxxxxxxxx7.12 %
Cost of Goods Sold xxxxxxxxxxxxxxx979 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx56 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx380 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

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

Citi

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx 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

1

xxx

$xx.xx

xx.xx%

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Bell Potter

07/08/2026

5

Sell

$147.00

-11.88%

REA Group delivered a strong second half and FY26 results beat Bell Potter's estimates. The company expects flat, or low single-digit, declines in listing volumes in FY27, and the broker notes listings in July were weaker than previously anticipated, down -2%.

Despite the company's ability to generate strong results in challenged operating environments, the broker continues to envisage significant downside risk to listing volumes and earnings compared with company guidance.

Bell Potter awaits further data on lending volumes and market listings before reconsidering its view. Before then, a Sell rating is maintained. Target is raised to $147 from $144.

FORECAST
Bell Potter forecasts a full year FY27 dividend of 316.80 cents and EPS of 528.00 cents.
Bell Potter forecasts a full year FY28 dividend of 360.40 cents and EPS of 600.70 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$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

20/07/2026

3

Neutral

$178.00

6.71%

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 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
Treasure Chest: REA Group

Aug 19 2026 - Treasure Chest
2
Rudi’s View: Beats, Misses And Early AI Signals

Aug 19 2026 - Rudi's View
3
Car Group Confidence Counters Market Fears

Aug 13 2026 - Australia
4
Rudi Interviewed: Bear Market Be Gone

Aug 13 2026 - Rudi's View
5
FNArena Corporate Results Monitor – 10-08-2026

Aug 10 2026 - Australia

Latest Real Estate News

1
Treasure Chest: REA Group

Aug 19 2026 - Treasure Chest
2
Pexa To Contest Major Revenue Hit In Australia

Jul 06 2026 - Australia
3
Treasure Chest: REA Group

Jun 10 2026 - Treasure Chest
4
Pexa Sentiment Sours Over Regulatory Cloud

Apr 09 2026 - Small Caps
5
Pexa Preparing For A Big Year Ahead

Mar 05 2026 - Australia
6
AI Fears Overwhelm REA’s Operational Resilience

Feb 12 2026 - Australia
7
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
8
Market Not Valuing Pexa Group’s UK Potential

Nov 07 2025 - Small Caps
9
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
10
REA Group Confident About Competition Threat

May 12 2025 - Australia