LENDLEASE GROUP (LLC)
Share Price Analysis and Chart

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LLC - LENDLEASE GROUP

FNArena Sector : Infra & Property Developers
Year End: June
GICS Industry Group : Real Estate
Index: ASX50 | 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

$7.48

05 Dec
2022

-0.030

OPEN

$7.52

-0.40%

HIGH

$7.56

2,648,962

LOW

$7.36

TARGET
$11.432 52.8% upside
Franking for last dividend paid out: 100%
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FNARENA'S MARKET CONSENSUS FORECASTS
LLC: 1
Title FY21
Actual
FY22
Actual
FY23
Forecast
FY24
Forecast
EPS (cps) xxx - 14.5 49.8 xxx
DPS (cps) xxx 16.0 18.9 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 40.7% 17.9% xxx
PE Ratio xxx N/A 15.0 xxx
Dividend Yield xxx N/A 2.5% xxx
Div Pay Ratio(%) xxx N/A 37.9% xxx

Dividend yield today if purchased 3 years ago: 0.84%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

2.13

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: 26/08 - ex-div 22c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx-14.5
DPS All xxxxxxxxxxxxxxx16.0
Sales/Revenue xxxxxxxxxxxxxxx8,973.0 M
Book Value Per Share xxxxxxxxxxxxxxx1,016.5
Net Operating Cash Flow xxxxxxxxxxxxxxx-835.0 M
Net Profit Margin xxxxxxxxxxxxxxx-1.40 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx-1.82 %
Return on Invested Capital xxxxxxxxxxxxxxx-1.34 %
Return on Assets xxxxxxxxxxxxxxx-0.71 %
Return on Equity xxxxxxxxxxxxxxx-1.82 %
Return on Total Capital xxxxxxxxxxxxxxx-0.38 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx-959.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

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EXPERT VIEWS
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Sentiment Indicator

0.7

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

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Ord Minnett

04/11/2022

1

Buy

$11.50

53.74%

Lendlease Group has prioritised its balance sheet over dividends, according to Ord Minnett, in lowering is payout ratio to 30-50% from 40-50%. 

During a strategy update, the company lowered its interim FY23 targets to the lower end of the previous guidance ranges, while the return on equity (ROE) target was narrowed to 8-10% from 8-11%. 

The broker lowers its FY23 earnings forecast by -17% for FY23 and for FY24-26 by -8% due to higher debt costs and lower assumed construction margins and realised revenue. The target falls to $11.50 from $12.50. Buy.

This stock is not covered in-house by Ord Minnett. Instead, the broker whitelabels research by JP Morgan.

FORECAST
Ord Minnett forecasts a full year FY23 dividend of 11.00 cents and EPS of 37.00 cents.
Ord Minnett forecasts a full year FY24 dividend of 26.00 cents and EPS of 74.00 cents.

Citi

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xx/xx/xxxx

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xxx

$xx.xx

xx.xx%

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LLC STOCK CHART