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

$173.30

10 Nov
2026

-0.240

OPEN

$176.11

-0.14%

HIGH

$176.57

252,997

LOW

$172.19

TARGET
$197.036 13.7% 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 418.5 559.5 xxx
DPS (cps) xxx 297.0 338.1 xxx
EPS Growth xxx - 18.5% 33.7% xxx
DPS Growth xxx 19.8% 13.8% xxx
PE Ratio xxx N/A 31.2 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: 1.90%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.70

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

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

2

xxxxxxxxx xx xxxxxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

06/11/2026

3

Neutral

$170.00

-1.90%

REA Group's first-quarter FY27 earnings (EBITDA) rose 12% to $294m, supported by 11% revenue growth and disciplined cost management, according to Macquarie.

The broker highlights 14% controllable residential yield growth, partly offset by weaker listings and an unfavourable geographic sales mix.

FY27 profit is forecast at $747m, up 15%, with Australian residential revenue expected to grow 6%.

FY27–FY29 EPS forecasts are lowered by -2%, reflecting cyclical and structural headwinds, although the group is viewed as a potential AI beneficiary.

Macquarie retains its $170 target and Neutral rating.

FORECAST
Macquarie forecasts a full year FY27 dividend of 345.00 cents and EPS of 570.30 cents.
Macquarie forecasts a full year FY28 dividend of 388.00 cents and EPS of 642.10 cents.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

(xx/xx/xxxx)

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

09/11/2026

3

Neutral

$168.00

-3.06%

Jarden reiterates its Neutral rating for REA Group with a $168.00 target price as the broker evaluates cost controls and margin expansion.

The analyst notes that reaching FY27 margin estimates relies on labour cost management, expecting job cuts or reductions in variable outsourced software development to achieve these targets.

Excluding mergers and acquisitions, 2% growth in operating expenses remains below FY27 mid-single-digit guidance and well under the 8% revenue growth recorded in the first quarter of 2027.

Jarden observes the company's recent investor day highlighted potential artificial intelligence efficiencies, aligning with updates from property portal peers regarding realisable benefits.

Jarden believes these cost management strategies, including offshoring and artificial intelligence, cap material downside risks given the company's history of flexing expenses in weaker markets.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Can REA Group’s Resilience Weather The Storm?

Nov 09 2026 - Australia
2
Australian Broker Call *Extra* Edition – Nov 09, 2026

Nov 09 2026 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 06-11-26

Nov 09 2026 - Weekly Reports
4
FNArena Corporate Results Monitor – 06-11-2026

Nov 06 2026 - Australia
5
Australian Broker Call *Extra* Edition – Oct 30, 2026

Oct 30 2026 - Daily Market Reports

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Nov 09 2026 - Australia
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Aug 19 2026 - Treasure Chest
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8
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Feb 12 2026 - Australia
9
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
10
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