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

$133.88

25 Jun
2026

2.300

OPEN

$133.64

1.75%

HIGH

$135.17

478,839

LOW

$131.71

TARGET
$180.525

-6.35 change from previous day

 34.8% 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 FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 418.5 567.6 xxx
DPS (cps) xxx 297.0 341.3 xxx
EPS Growth xxx - 18.5% 35.6% xxx
DPS Growth xxx 19.8% 14.9% xxx
PE Ratio xxx N/A 27.9 xxx
Dividend Yield xxx N/A 2.2% xxx
Div Pay Ratio(%) xxx 71.0% 60.1% xxx

Dividend yield today if purchased 3 years ago: 1.82%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.88

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

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Bell Potter

xx/xx/xxxx

5

xxxx

$xx.xx

xx.xx%

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Citi

12/06/2026

1

Buy

$181.15

35.31%

Citi feels the market reaction to proposed changes to negative gearing and capital gains tax has been excessive, with REA Group's share price falling -15% since the Federal Budget.

The broker lowers its FY27 profit forecast by -6% to reflect weaker listings activity but expects management to offset some of the impact through tighter cost control. Forecast operating expense growth is reduced to around 3%.

The analyst views the housing policy changes as a largely one-off headwind and notes a pick up in investor selling could provide a partial offset.

Citi retains a Buy rating and lowers its target to $181.15 from $201.00.

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgans

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

32.95%

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

Latest Real Estate News

1
ESG Focus: Will Your Property Be Uninsurable By 2030?

May 05 2022 - ESG Focus
2
Can REA Group Stay The FY22 Course?

Feb 07 2022 - Australia
3
Is Valuation The Issue Now For REA Group?

Nov 08 2021 - Australia
4
REA: Wait For Lower Entry Point

Aug 17 2021 - Technicals
5
REA Group: Upside Break?

May 04 2021 - Technicals
6
REA Group Instils Confidence, Valuation Not So

Feb 08 2021 - Australia
7
Australian Broker Call *Extra* Edition – Sep 16, 2020

Sep 16 2020 - Daily Market Reports
8
Tailwinds Strengthening For REA Group

Aug 10 2020 - Australia
9
Rudi’s View: Price Targets Can Be Your Friend

Jun 25 2020 - Rudi's View
10
Is The Co-Working Space Dead?

Jun 19 2020 - Weekly Reports