LENDLEASE GROUP (LLC)
Share Price Analysis and Chart

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LLC

LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Debt/EBITDA: 64.69
Index: ASX100 | ASX200 | ASX300 | ALL-ORDS

Lendlease Group is a multinational construction, property and infrastructure company originally founded in 1958 and listed on the ASX in 1962.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.058

26 Feb
2026

-0.102

OPEN

$4.08

-2.45%

HIGH

$4.09

2,597,190

LOW

$3.98

TARGET
$5.482 35.1% upside
OTHER COMPANIES IN THE SAME SECTOR
CMW . CWP . FRI . FWD . GLF . GMG . GOZ . GPT . LIC . MGR . PPC . SFC . SGP . SIO . UOS .
FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 33.0 1.7 xxx
DPS (cps) xxx 23.0 16.2 xxx
EPS Growth xxx N/A - 95.0% xxx
DPS Growth xxx 43.8% - 29.6% xxx
PE Ratio xxx N/A 254.5 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx 69.6% 981.8% xxx

Dividend yield today if purchased 3 years ago: 3.01%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.48

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: 22/08 - ex-div 17.00c (franking 61%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx33.0
DPS All xxxxxxxxxxxxxxx23.0
Sales/Revenue xxxxxxxxxxxxxxx7,786.0 M
Book Value Per Share xxxxxxxxxxxxxxx750.5
Net Operating Cash Flow xxxxxxxxxxxxxxx-820.0 M
Net Profit Margin xxxxxxxxxxxxxxx2.89 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx4.52 %
Return on Invested Capital xxxxxxxxxxxxxxx2.50 %
Return on Assets xxxxxxxxxxxxxxx1.41 %
Return on Equity xxxxxxxxxxxxxxx4.52 %
Return on Total Capital xxxxxxxxxxxxxxx-0.28 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-931.0 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 xxxxxxxxxxxxxxx683 M
Long Term Debt xxxxxxxxxxxxxxx3,651 M
Total Debt xxxxxxxxxxxxxxx4,334 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx621 M
Price To Book Value xxxxxxxxxxxxxxx0.72

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx8.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.10 %
Cost of Goods Sold xxxxxxxxxxxxxxx7,292 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx520 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx3,145 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
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Sentiment Indicator

0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Macquarie

24/02/2026

1

Outperform

$5.46

34.55%

Macquarie emphasises Lendlease Group's 1H26 result reflects a transitional year, with operating profit after tax a loss off -$200m or -29.0cps driven by a -$284m loss in Capital Recycling and Urban, including a -$136m Communities write down and -$44m provisions,

Development earnings (EBITDA) fell -75% y/y to $34m on lower completions, while Construction earnings improved to $69m with margins at 3.7%, the top of the 3-4% target range. 

Gearing remains elevated at 25.8% versus the 5-15% target range, with $3bn of capital recycling targeted in 2H26 to reduce underlying gearing to 15%, a prerequisite the broker states for the planned up to $500m buyback.

Macquarie retains an Outperform rating but trims the target price to $5.46 from $5.73, with FY26 EPS estimate cut to loss reflecting impairments, and EPS forecasts upgrades of 3% and 22% to FY27 and FY28 earnings on improved construction margins, lower corporate costs and development timing.

FORECAST
Macquarie forecasts a full year FY26 dividend of 16.30 cents and EPS of minus -8.70 cents.
Macquarie forecasts a full year FY27 dividend of 25.00 cents and EPS of 62.50 cents.

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
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No. Of Recommendations

0

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
Access Extra Coverage Research History >

LLC STOCK CHART

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Feb 26 2026 - Rudi's View
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Feb 13 2026 - Weekly Reports
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Feb 12 2026 - Rudi's View
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