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

$180.01

05 Nov
2026

18.130

OPEN

$178.06

11.20%

HIGH

$181.05

495,670

LOW

$170.39

TARGET
$196.321

+9.89 change from previous day

 9.1% 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 418.5 561.0 xxx
DPS (cps) xxx 297.0 338.9 xxx
EPS Growth xxx - 18.5% 34.1% xxx
DPS Growth xxx 19.8% 14.1% xxx
PE Ratio xxx N/A 31.3 xxx
Dividend Yield xxx N/A 1.9% xxx
Div Pay Ratio(%) xxx 71.0% 60.4% xxx

Dividend yield today if purchased 3 years ago: 1.93%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.69

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

0.4

No. Of Recommendations

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

Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

06/11/2026

3

Neutral

$184.00

2.22%

REA Group's 1Q27 result was broadly in line with UBS expectations, although October listings deteriorated to -8% y/y on an adj basis, raising concerns over the outlook.

Strong controllable Buy yield growth of 14% included a 3ppt one-off benefit from rural listings, implying underlying growth of around 11%, the analyst explains.

The broker lowers its FY27 geographic mix assumption to -2% from -0.5%, trimming revenue, EBITDA and NPAT forecasts by -1%, partly offset by lower operating costs.

FY27 listings volumes are forecast to fall -6% against consensus at -5%, with a further -2% decline in FY28 versus consensus expectations for 1% growth.

The valuation is seen as full at current levels, Neutral rating retained with a higher target of $184 from $164.

FORECAST
UBS forecasts a full year FY27 dividend of 366.00 cents and EPS of 563.00 cents.
UBS forecasts a full year FY28 dividend of 416.00 cents and EPS of 640.00 cents.

Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Ord Minnett

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

30/10/2026

3

Neutral

$169.00

-6.12%

Jarden maintains a Neutral rating for REA Group with its target price decreased to $169.00 from $183.00, reflecting near-term macroeconomic headwinds that could weigh on listing volumes and dampen the likelihood of positive surprises in premium ad penetration and margin expansion.

The analyst highlights that while the business holds a commanding market leadership position within a supportive long-term industry structure, several risks have emerged.

These potential headwinds include the adverse impact of higher interest rates on house prices, federal budget changes to negative gearing and capital gains tax, declining Net Overseas Migration, and recent AUSTRAC money laundering reforms that could disrupt property market transactions.

Jarden adopts a new valuation methodology comprising an equal-weighted EV/EBITDA multiple of approximately 18x alongside a discounted cash flow model assuming a 10.25% long-term WACC, a 73% long-term group EBITDA margin, and a terminal growth rate of 3.75%.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Australian Broker Call *Extra* Edition – Oct 30, 2026

Oct 30 2026 - Daily Market Reports
2
Rudi’s View: High Conviction ASX Opportunities

Oct 29 2026 - Rudi's View
3
Rudi’s View: Lower Bond Yields & Other Catalysts

Oct 21 2026 - Rudi's View
4
Rudi’s View: Stocks To Own & Best To Avoid

Oct 15 2026 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 02-10-26

Oct 05 2026 - Weekly Reports

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