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

$213.09

31 Oct
2025

-0.700

OPEN

$216.79

-0.33%

HIGH

$216.79

175,826

LOW

$213.09

TARGET
$270.321 26.9% 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 513.4 505.7 xxx
DPS (cps) xxx 248.0 295.7 xxx
EPS Growth xxx 100.0% - 1.5% xxx
DPS Growth xxx 31.2% 19.2% xxx
PE Ratio xxx N/A 42.1 xxx
Dividend Yield xxx N/A 1.4% xxx
Div Pay Ratio(%) xxx 48.3% 58.5% xxx

Dividend yield today if purchased 3 years ago: 2.05%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.16

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

0.4

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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UBS

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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Citi

10/10/2025

3

Neutral

$279.25

31.05%

REA Group is shutting down its Housing Edge business in India due to regulatory changes.

While this will impact FY26 EBITDA, Citi views increased focus on Housing.com as a positive strategic move, given the Indian market is highly.competitive.

The broker notes Housing Edge generated $60m revenue and $12m EBITDA in FY25, and the exit would have -0.7% EBITDA impact on FY26 forecasts.

Neutral. Target unchanged at $279.25.

Morgans

xx/xx/xxxx

3

xxxx

$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

30/10/2025

4

Underweight

$212.00

-0.51%

Jarden previews REA Group's upcoming 1Q26 report and forecasts group revenue up 5% y/y to $435m and earnings (EBITDA) of $252m, up 4% y/y.

Residential listing volumes are expected to fall -8%, offset by a rise 13% lift in Buy yield, including a -1% drag from geographic mix.

Operating expenses are forecast to rise 8% to -$183m, partly due to timing effects such as marketing spend.

Jarden highlights price increases of 7-8% in residential buy yield with uncertainty over add-on and subscription impacts in FY26.

Underweight retained with a $212 target price down from $226.

FORECAST
Jarden forecasts a full year FY26 dividend of 358.40 cents and EPS of 512.10 cents.
Jarden forecasts a full year FY27 dividend of 420.50 cents and EPS of 600.40 cents.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Australian Broker Call *Extra* Edition – Oct 30, 2025

Oct 30 2025 - Daily Market Reports
2
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
3
Rudi’s View: Small Caps, Quality, Gold, Balance & Maximum Diversification

Oct 16 2025 - Rudi's View
4
Rudi’s View: All Eyes On Corporate Results

Oct 08 2025 - Rudi's View
5
Rudi’s View: Amcor, Generation Development, Life360, Redox, Worley & More

Oct 02 2025 - Rudi's View

Latest Real Estate News

1
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
2
REA Group Confident About Competition Threat

May 12 2025 - Australia
3
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps
4
REA Group: A Tale Of Two Cities

Aug 19 2024 - Australia
5
Weak Listings Not Insurmountable For REA Group

Feb 14 2023 - Australia
6
REA Group Heading Higher

Aug 16 2022 - Technicals
7
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
8
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia
9
Is Valuation The Issue Now For REA Group?

Nov 08 2021 - Australia
10
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals