Update shared on04 Sep 2025
Lendlease Group’s key valuation metrics, including the discount rate and future P/E ratio, remained essentially flat, resulting in the consensus analyst price target holding steady at A$6.56.
What's in the News
- Lendlease Group announced a distribution of AUD 0.16955951 per unit for the six months ended June 30, 2025.
- Lendlease faces a potential breakup of its $10 billion Australian Prime Property Funds, with Mirvac Group leading efforts to acquire the retail and office platforms, while other parties eye the industrial fund; large investors like Host-Plus and Aware Super play a critical role in the outcome.
- Lendlease is preparing to sell its half interest in Erina Fair, potentially triggering the year's largest shopping centre sale, to enable urban redevelopment and balance sheet flexibility amid investor concerns about its funds’ strategy and management.
- Lendlease is inviting bids for its 25.1% stake in the $3 billion Keyton retirement living business, seeking to divest non-core assets and address tensions with major investors, as competitors like Mirvac and Charter Hall position themselves to take over fund management.
Valuation Changes
Summary of Valuation Changes for Lendlease Group
- The Consensus Analyst Price Target remained effectively unchanged, at A$6.56.
- The Discount Rate for Lendlease Group remained effectively unchanged, moving only marginally from 10.55% to 10.58%.
- The Future P/E for Lendlease Group remained effectively unchanged, moving only marginally from 15.83x to 15.84x.
Disclaimer
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