REA GROUP LIMITED (REA)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

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

$147.13

11 Jun
2026

-2.300

OPEN

$147.90

-1.54%

HIGH

$150.08

341,688

LOW

$146.93

TARGET
$192.45

-2.81 change from previous day

 30.8% 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 513.4 475.7 xxx
DPS (cps) xxx 248.0 274.7 xxx
EPS Growth xxx 100.0% - 7.3% xxx
DPS Growth xxx 31.2% 10.8% xxx
PE Ratio xxx N/A 30.1 xxx
Dividend Yield xxx N/A 1.9% xxx
Div Pay Ratio(%) xxx 48.3% 57.8% xxx

Dividend yield today if purchased 3 years ago: 1.86%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.73

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: 28/08 - ex-div 138.00c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 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

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

5

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Morgan Stanley

02/06/2026

1

Overweight

$230.00

56.32%

Morgan Stanley highlights banks, consumer stocks, REITs and other housing-linked sectors as particularly exposed to a slowing housing market. A strong historical relationship between house prices and equity valuations is noted.

The broker believes consensus earnings expectations are coming under increasing pressure and suggests peak market earnings growth forecasts have likely been reached.

Within real estate coverage, the analysts maintain a positive view on REA Group noting periods of cyclical weakness in housing listings have historically provided attractive entry points for investors.

While REA's earnings are closely linked to housing transaction activity and listing volumes, the group is not seen as directly exposed to house prices. More than 90% of Australian residential property sales are estimated to be advertised on the platform.

Overweight retained for REA Group. Target $230. Industry View: Attractive.

FORECAST
Morgan Stanley forecasts a full year FY26 dividend of 235.20 cents and EPS of 470.00 cents.
Morgan Stanley forecasts a full year FY27 dividend of 272.90 cents and EPS of 546.00 cents.

Macquarie

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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Ord Minnett

xx/xx/xxxx

1

xxx

$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

25/05/2026

3

Neutral

$178.00

20.98%

Jarden retains a Neutral rating for REA Group with a $178.00 target price following a monthly online classifieds industry update.

National listing volumes surged 19.4% year-on-year in April, aided by a softer comparative period when the Easter break coincided with Anzac Day.

Growth was robust across all major markets, with capital cities expanding 23.3% while regional areas increased by 12.8%.

Management guided to an overall volume contraction between -1% and -3% for FY26, which appears conservative to the broker given  strong April momentum.

The broker highlights the company trades on an estimated FY26 price-to-earnings multiple of 32.8x, supported by a 15% two-year earnings per share compound annual growth rate to FY28.
Access Extra Coverage Research History >

REA STOCK CHART

FNArena News on REA

1
Treasure Chest: REA Group

Jun 10 2026 - Treasure Chest
2
Australian Broker Call *Extra* Edition – May 25, 2026

May 25 2026 - Daily Market Reports
3
Rudi’s View: Focus On El Nino

May 21 2026 - Rudi's View
4
News Corp En Route for Record FY26 Profit

May 13 2026 - Australia
5
Rudi’s View: AI Is Making A Come-Back

May 13 2026 - Rudi's View

Latest Real Estate News

1
Treasure Chest: REA Group

Jun 10 2026 - Treasure Chest
2
Pexa Sentiment Sours Over Regulatory Cloud

Apr 09 2026 - Small Caps
3
Pexa Preparing For A Big Year Ahead

Mar 05 2026 - Australia
4
AI Fears Overwhelm REA’s Operational Resilience

Feb 12 2026 - Australia
5
AI & Competitor Anxiety Dominate REA Sentiment

Nov 11 2025 - Australia
6
Market Not Valuing Pexa Group’s UK Potential

Nov 07 2025 - Small Caps
7
Treasure Chest: REA Group

Oct 21 2025 - Treasure Chest
8
REA Group Confident About Competition Threat

May 12 2025 - Australia
9
Affordable Opportunity In Aspen Group

Mar 25 2025 - Small Caps
10
REA Group: A Tale Of Two Cities

Aug 19 2024 - Australia