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%
OTHER COMPANIES IN THE SAME SECTOR
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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

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.7

No. Of Recommendations

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

Macquarie

xx/xx/xxxx

3

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$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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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

xx/xx/xxxx

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xx.xx%

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UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >

LLC STOCK CHART

FNArena News on LLC

1
Weekly Ratings, Targets, Forecast Changes – 11-11-22

Nov 14 2022 - Weekly Reports
2
October In Review: Banks Lead In Strong Rally

Nov 04 2022 - Australia
3
ESG Focus: ASX300 Rush To Decarbonise

Oct 21 2022 - ESG Focus
4
Rudi’s View: Investing In Non-Profitable Companies

Oct 20 2022 - Rudi's View
5
Rudi’s View: Corporate Profits Will Show The Way

Oct 13 2022 - Rudi's View

Latest Infra & Property Developers News

1
Goodman Group: Short Term Rally

Jul 19 2022 - Technicals
2
Goodman Silences The Critics

May 18 2022 - Australia
3
Treasure Chest: Stockland Ready To De-Couple

Apr 05 2022 - Treasure Chest
4
Stockland: Property Portfolio In Transformation

Nov 10 2021 - Australia
5
The Goodman Group Good News Story Continues

Nov 03 2021 - Australia
6
Goodman Group: Momentum Strong

Oct 26 2021 - Technicals
7
Will There Be Upside From Lendlease Targets?

Sep 06 2021 - Australia
8
Mirvac’s Earnings Wired To Apartment Resurgence

Aug 17 2021 - Australia
9
Stockland Ups Exposure To Land Lease Sector

Jul 21 2021 - Australia
10
Warehousing Demand Powers Goodman Group

Feb 22 2021 - Australia