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

$191.60

03 Feb
2026

4.030

OPEN

$191.47

2.15%

HIGH

$193.18

355,391

LOW

$190.28

TARGET
$244.386 27.5% 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 513.4 498.5 xxx
DPS (cps) xxx 248.0 295.0 xxx
EPS Growth xxx 100.0% - 2.9% xxx
DPS Growth xxx 31.2% 19.0% xxx
PE Ratio xxx N/A 36.1 xxx
Dividend Yield xxx N/A 1.6% xxx
Div Pay Ratio(%) xxx 48.3% 59.2% xxx

Dividend yield today if purchased 3 years ago: 1.96%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 1.38

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

0.5

No. Of Recommendations

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgans

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

27/01/2026

1

Buy

$248.00

29.44%

2025 has been nothing but brutal for the ASX-listed online classifieds sector and UBS analysts see 2026 as likely another noisy year for the sector as investors globally seek clarity around potential long term impacts of AI at a time when macro uncertainty is impacting volumes, while inflation remains sticky and there could be rate hikes from the RBA.

UBS remains constructive on the sector and sees potential for the negative AI narrative to unwind through the course of the year (also noting AI is looking to cooperate with rather than seeking to replace established market leaders).

Relatively minor changes have been made to forecasts. The broker's price target for REA Group has weakened to $248 from $255. Buy.

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Bell Potter

xx/xx/xxxx

1

xxx

$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

23/01/2026

3

Neutral

$196.00

2.30%

REA Group’s 1H26 result is expected to be largely in line, with residential listing volumes known and buy yield growth already flagged at 13% in 1Q, Jarden notes.

The key risk sits in 2H26, where the analyst trims its listings outlook to -1.5% from 1.5%, citing softer momentum, noisy election year comps and potential housing market cooling.

Jarden cuts EPS forecasts by -1.9% for FY26 and -3.3% for FY27 following reduced volume and yield expectations, leaving estimated net profit modestly below consensus.

Neutral is retained and the target price is reduced to $196 from $207, reflecting lower medium term growth assumptions and heightened competitive risk from CoStar.

FORECAST
Jarden forecasts a full year FY26 dividend of 342.30 cents and EPS of 489.00 cents.
Jarden forecasts a full year FY27 dividend of 394.40 cents and EPS of 563.00 cents.
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