Lendlease Group（LLC）株式概要レンドリース・グループは、オーストラリア、アジア、欧州、米州で総合不動産・投資会社として事業を展開している。 詳細LLC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績0/6財務の健全性0/6配当金2/6報酬収益は年間72.21%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 7.52%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見るLLC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair Value€Current Price€1.8592.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b19b2016201920222025202620282031Revenue AU$19.2bEarnings AU$3.5bAdvancedSet Fair ValueView all narrativesLendlease Group 競合他社PATRIZIASymbol: XTRA:PATMarket cap: €709.8mFCR ImmobilienSymbol: XTRA:FC9Market cap: €110.5mBranicks GroupSymbol: XTRA:BRNKMarket cap: €88.6mDeutsche EuroShopSymbol: XTRA:DEQMarket cap: €1.4b価格と性能株価の高値、安値、推移の概要Lendlease Group過去の株価現在の株価AU$1.8552週高値AU$3.1852週安値AU$1.46ベータ0.651ヶ月の変化20.92%3ヶ月変化-3.02%1年変化-36.92%3年間の変化-62.60%5年間の変化-74.72%IPOからの変化-80.34%最新ニュースお知らせ • Jun 26Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC).Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC) on June 25, 2026. A cash consideration of AUD 525 million will be paid by Aware Super Pty Ltd.Buy Or Sell Opportunity • Jun 25Now 26% overvaluedOver the last 90 days, the stock has fallen 1.1% to €1.93. The fair value is estimated to be €1.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 24Lendlease Group Announces Ordinary Unfranked Distribution for the Six Months Ended December 31, 2025, Payable on 18 March 2026Lendlease Group announced ordinary unfranked distribution of AUD 0.06204589 per security for the six moths ended December 31, 2025. Record Date: March 2, 2026. Ex Date: February 27, 2026. Payment Date: March 18, 2026.お知らせ • Dec 06Lendlease Group to Report Fiscal Year 2026 Results on Aug 17, 2026Lendlease Group announced that they will report fiscal year 2026 results on Aug 17, 2026お知らせ • Nov 19Lendlease Reportedly to Sell Remaining Assets in the Australian Prime Property Fund RetailLendlease (Lendlease Group (ASX:LLC)) will look to undertake an orderly sale of the remaining assets in its flagship $2.9 billion retail property fund after its investors called for a substantial swath of their capital to be returned. Under the move, the Australian Prime Property Fund Retail will likely wind up over the next year with its manager hoping to capitalise on the strength in the retail property market in which big investors have chased regional mall assets. Although this is well below its peak valuation, Lendlease is betting that mall values will edge up as interest rates decline and consumer spending also surges. However, the wind-up of the fund is a rebuff for Lendlease's management, which had hoped to persuade investors to back its strategy to transform the malls into mixed-use town centres. That would have had to overcome hurdles, including winning over the co-owners of the remaining four major malls, and these groups will remain a powerful influence in how the assets are carved up. The decision came after a liquidity window for the fund closed. Lendlease cited the "strong market" for high-quality retail assets and level of redemption requests received as the drivers for making an "orderly realisation" of the portfolio. The orderly sale is also a rebuff to what Lendlease has dubbed an opportunistic bid from Link REIT for most of the assets. The local company said the liquidity strategy would "seek to maximise value through competitive processes in the context of a buoyant Australian retail market as evidenced by recent transactions". Lendlease managing director investment management Australia Vanessa Orth said the fund had delivered strong long-term returns for unit holders. "The fund's assets are located in strong growth markets and dominate their trade areas," she said. "Premium assets like these are difficult to acquire, with an internal rate of return outlook for the portfolio in excess of 11%." Lendlease last month fought off a bid by superannuation fund Hostplus to sack it as manager and replace it with Mirvac. Lendlease pointed to the strength of competition for Erina Fair as reason for optimism about the value of the fund's remaining assets. They include 50% stakes in Sunshine Plaza in Maroochydore and Macarthur Square in Sydney, which are co-owned by GPT and its main shopping centre fund respectively. The fund also owns 50% interests in Lakeside Joondalup, in Western Australia, and Westfield Carindale in Queensland. Analysts had thought the sale of the interest in Erina Fair and a $200 million liquidity commitment from Lendlease would be sufficient to cover the liquidity event. While Lendlease has dubbed the Hong Kong group's play opportunistic it shows the depth of demand in the sector. "The proposed transaction from Link REIT highlights the resurgence in demand for retail malls and is a positive read-through for the major mall REITs," JPMorgan analysts said. They said the implications for Lendlease were more mixed as the company would lose funds.お知らせ • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia最新情報をもっと見るRecent updatesお知らせ • Jun 26Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC).Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC) on June 25, 2026. A cash consideration of AUD 525 million will be paid by Aware Super Pty Ltd.Buy Or Sell Opportunity • Jun 25Now 26% overvaluedOver the last 90 days, the stock has fallen 1.1% to €1.93. The fair value is estimated to be €1.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Feb 24Lendlease Group Announces Ordinary Unfranked Distribution for the Six Months Ended December 31, 2025, Payable on 18 March 2026Lendlease Group announced ordinary unfranked distribution of AUD 0.06204589 per security for the six moths ended December 31, 2025. Record Date: March 2, 2026. Ex Date: February 27, 2026. Payment Date: March 18, 2026.お知らせ • Dec 06Lendlease Group to Report Fiscal Year 2026 Results on Aug 17, 2026Lendlease Group announced that they will report fiscal year 2026 results on Aug 17, 2026お知らせ • Nov 19Lendlease Reportedly to Sell Remaining Assets in the Australian Prime Property Fund RetailLendlease (Lendlease Group (ASX:LLC)) will look to undertake an orderly sale of the remaining assets in its flagship $2.9 billion retail property fund after its investors called for a substantial swath of their capital to be returned. Under the move, the Australian Prime Property Fund Retail will likely wind up over the next year with its manager hoping to capitalise on the strength in the retail property market in which big investors have chased regional mall assets. Although this is well below its peak valuation, Lendlease is betting that mall values will edge up as interest rates decline and consumer spending also surges. However, the wind-up of the fund is a rebuff for Lendlease's management, which had hoped to persuade investors to back its strategy to transform the malls into mixed-use town centres. That would have had to overcome hurdles, including winning over the co-owners of the remaining four major malls, and these groups will remain a powerful influence in how the assets are carved up. The decision came after a liquidity window for the fund closed. Lendlease cited the "strong market" for high-quality retail assets and level of redemption requests received as the drivers for making an "orderly realisation" of the portfolio. The orderly sale is also a rebuff to what Lendlease has dubbed an opportunistic bid from Link REIT for most of the assets. The local company said the liquidity strategy would "seek to maximise value through competitive processes in the context of a buoyant Australian retail market as evidenced by recent transactions". Lendlease managing director investment management Australia Vanessa Orth said the fund had delivered strong long-term returns for unit holders. "The fund's assets are located in strong growth markets and dominate their trade areas," she said. "Premium assets like these are difficult to acquire, with an internal rate of return outlook for the portfolio in excess of 11%." Lendlease last month fought off a bid by superannuation fund Hostplus to sack it as manager and replace it with Mirvac. Lendlease pointed to the strength of competition for Erina Fair as reason for optimism about the value of the fund's remaining assets. They include 50% stakes in Sunshine Plaza in Maroochydore and Macarthur Square in Sydney, which are co-owned by GPT and its main shopping centre fund respectively. The fund also owns 50% interests in Lakeside Joondalup, in Western Australia, and Westfield Carindale in Queensland. Analysts had thought the sale of the interest in Erina Fair and a $200 million liquidity commitment from Lendlease would be sufficient to cover the liquidity event. While Lendlease has dubbed the Hong Kong group's play opportunistic it shows the depth of demand in the sector. "The proposed transaction from Link REIT highlights the resurgence in demand for retail malls and is a positive read-through for the major mall REITs," JPMorgan analysts said. They said the implications for Lendlease were more mixed as the company would lose funds.お知らせ • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australiaお知らせ • Aug 18+ 1 more updateLendlease Group Announces Ordinary Distribution for the Six Months Ended June 30, 2025, Payable on September 17, 2025Lendlease Group announced ordinary distribution of AUD 0.16955951 per unit for the six months ended June 30, 2025. Ex-date: August 22, 2025. Record date: August 25, 2025. Payment date: September 17, 2025.お知らせ • Jun 24Lendlease Reportedly Kicks Off Keyton SaleParties interested in buying a stake in the $3 billion retirement living business Keyton from Lendlease Group (ASX:LLC) are expected to be invited to participate in a sale process this week, say sources. This follows earlier requests for expressions of interest for the operation. DataRoom understands that on offer is the 25.1% stake owned by manager Lendlease, which previously owned the entire operation. Lendlease sold down the business to Aware Super, which owns a 49.9% stake and APG, which holds 25%. However, a sale of part of the business could trigger a costly capital gains tax bill, calling into question whether the sale extends to all of the business. Industry sources suggest Scape could be interested, amid speculation that APG could emerge as a key backer to Scape with its $3 billion -plus purchase of retirement village operator Aveo. Sources say that Lendlease is expected to take a flexible approach on the pricing as it divests non-core assets within planned time frames. Gresham is advising on Keyton. The divestment comes as tensions have been building between pension fund investors like Aware Super and Lendlease, which has been battling to retain its real estate management rights for its wholesale funds. Lendlease chief executive Tony Lombardo is understood to have placated matters for now after some recent meetings with key investors in Melbourne. However, competitors are poised to step in should the clients move to take their money elsewhere. The Australian previously reported Mirvac is keen to seize control after it did so with the wholesale office fund controlled by AMP in 2022. Mirvac's head of funds management, Scott Mosely, previously worked as managing director for Lendlease's $28 billion Australian funds management business, where he was responsible for overseeing the funds management and asset management business. Additionally, DataRoom understands that Charter Hall is well placed and preparing for the move should the investors look to shift their funds, although it has not hired an investment bank. The Keyton sale comes as Lendlease has fallen out of favour because of losses, excessive debt and project write downs. The company has moved to cut costs by axing hundreds of jobs and retreating from offshore markets.お知らせ • Jun 20Sojitz Corporation (TSE:2768) acquired 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million.Sojitz Corporation (TSE:2768) agreed to acquire 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million on January 31, 2025. The transaction is subject to conditions precedent including Foreign Investment Review Board approval and other third-party consents, with completion targeted by June 2025. Pete Lawley and Jan Wytze Haanstra of De Brauw Blackstone Westbroek N.V. provided legal counsel to Sojitz Corporation. Herbert Smith Freehills LLP acted as the legal counsel to the Lendlease Group. Sojitz Corporation (TSE:2768) completed the acquisition of 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) on June 20, 2025. All conditions have been satisfied.お知らせ • May 23Suitor Reportedly Sounds Out Lendlease over Keyton UnitLendlease Group (ASX:LLC) is believed to have received at least one inbound approach to buy its retirement living business Keyton, just weeks after a deal is set to be finalised for Keyton's rival to sell for more than $3 billion. DataRoom understands that, following Scape's agreement to enter exclusive talks to buy Brookfield's retirement living business Aveo for more than $3 billion, parties that missed out on the opportunity have been courting Lendlease, with at least one -lucrative proposal received. The $3.8 billion listed group has been trying to sell its retirement living business for some time, but there were not interested parties at the right price. Yet the Aveo sale process, run by Morgan Stanley and Barren-joey, appears to have revived interest, and Gresham is believed to be launching a sale process for the Lendlease business. Student accommodation provider Scape is bringing in financial backers to fund its Aveo acquisition, and a deal is due to be finalised in about a fortnight. Sources say Lendlease now has about four or five parties interested in buying its holding in Keyton and, should the price be right, it could result in a deal involving a sale of the entire retirement living company. Keyton is estimated to be worth about $3 billion. Underbidders on the Aveo business were AustralianSuper, GIC, Oxford Properties (owned by Canadian pension fund OMERS) and Charter Hall. The other retirement living business that had tested interest in the past two years has been Retire-Australia, but it was taken off the market when suitors would not offer enough. Lendlease has flagged Keyton as being available for sale for some time as part of its quest to drive down its debt level by offloading non-core assets. It faces pressure from investors in its funds management business and its share price is down almost 10% this year despite delivering on its promises to sell down assets, including those offshore. Lendlease has fallen out of favour because of losses, excessive debt and project writedowns. The Tony Lombardo-run company has moved to cut costs by axing hundreds of jobs and is retreating from offshore markets.お知らせ • May 20The Crown Estate agreed to acquire 50% stake in UK development assets of Lendlease from Lendlease Group (ASX:LLC).The Crown Estate agreed to acquire 50% stake in UK development assets of Lendlease from Lendlease Group (ASX:LLC) on May 19, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to release capital slightly above book value on completion and contribute positively to future earnings through lower funding costs and the receipt of development management fees.お知らせ • Apr 01Atlas FRM LLC completed the acquisition of UK Construction Business of Lendlease Group.Atlas FRM LLC entered into a binding agreement to acquire UK Construction Business of Lendlease Group for £35 million on December 31, 2024. The consideration consists of £25 million in cash and an additional £10 million deferred until June 2026, subject to completion adjustments. On completion, Substantially all of Lendlease’s existing UK construction employees will leave the Group as they transfer with the sale, providing a seamless transition for our clients, projects and business partners. The transaction is subject to conditions precedent including regulatory approvals, with completion targeted before the end of FY25. Aaron Shute, Chris Whitehouse, Chris Bates, Simon Bromwich, Madeleine Pope, Nicholas Gardner, Steven Vaz, Ruth Buchanan, John Gordon, John Papadakis, Tom Duncan and Logan Mair of Ashurst LLP acted as legal advisor to Atlas FRM LLC. Atlas FRM LLC completed the acquisition of UK Construction Business of Lendlease Group on March 31, 2025. The Lendlease UK construction business has been rebranded as Bovis following the completion of its sale to Atlas FRM LLC. Bovis will now operate independently from its former parent, Lendlease, under the ownership of Atlas.お知らせ • Feb 17+ 1 more updateLendlease Group Announces the Interim Distribution, Payable on 12 March 2025Lendlease Group announced the interim distribution comprising of a trust distribution of 6.0 cents per unit from Lendlease Trust will be paid on 12 March 2025 (December 2023: 6.5 cents per share from Lendlease Trust paid on 13 March 2024). Record date for determining entitlement to the interim distribution is 24 February 2025.お知らせ • Jan 31Omaha Beach Investment Holdings, LLC completed the acquisition of US Military Housing business of Lendlease from Lendlease Group (ASX:LLC).Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million on July 1, 2024. The sale represents a significant premium to book value and includes the operating platform of the business along with the associated management rights for asset, property, development and construction management. Approximately 150 employees will transfer with the sale. The transaction is subject to completion adjustments and conditions precedent including third-party consents from particular service branches of the U.S. Department of Defense. The deal is expected to close in the first half of 2025, subject to consent from the Department of Defense. Omaha Beach Investment Holdings, LLC completed the acquisition of US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) on January 31, 2025.お知らせ • Jan 02Lendlease Group Reaffirms Group Earnings Guidance for the Fiscal Year 2025Lendlease Group reaffirmed group earnings guidance for the fiscal year 2025. Lendlease's earnings guidance for fiscal year 2025 remains unchanged with Group Earnings Per Security of 54 to 62 cents anticipated, with a heavy skew to second half fiscal year 2025 due to the delay in the completion of the Military Housing sale which is now expected to contribute $145-160 million of OPAT.お知らせ • Nov 12+ 1 more updateLendlease Group to Report Fiscal Year 2025 Results on Aug 18, 2025Lendlease Group announced that they will report fiscal year 2025 results on Aug 18, 2025お知らせ • Oct 14Lendlease Group Announces Board Changes, Effective 15 November 2024The Board of Lendlease announced the appointment of John Gillam as a director and Chairman-elect of the Group. Joining the Board immediately, Mr. Gillam will commence in the Chairman role on 15 November 2024, following the Lendlease AGM and planned retirement of current Chairman, Michael Ullmer AO. Mr. Gillam's appointment follows a comprehensive Chair succession process that commenced earlier this year. Conducted with the support of a leading board advisory firm, the process included extensive engagement with securityholders and identification of potential candidates. Following a preliminary assessment process, a shortlist of candidates was interviewed by the Board using a strict set of criteria. Mr. Gillam is an accomplished executive and non-executive director with extensive commercial and leadership experience. He is a former Chair of CSR Limited, which followed a successful 20-year executive career with Wesfarmers. He is currently Chair of Nufarm Limited, the VetPartners Group and BlueFit Pty Limited, and he also serves as a Director of the Clontarf Foundation.お知らせ • Sep 27Lendlease Group Announces Executive ChangesLendlease Group announced that Ms. Wendy Lee has resigned as Company Secretary effective September 27, 2024. Lendlease Group Chief Legal Officer Ms. Karen Pedersen has been appointed as Company Secretary, effective immediately. Ms. Pedersen will continue to be a person responsible for communications with the ASX in relation to Listing Rule matters under Listing Rule 12.6.お知らせ • Sep 18Consigli Construction Co., Inc. acquired New York and New Jersey construction operations of Lendlease Group(ASX:LLC).Consigli Construction Co., Inc. acquired New York and New Jersey construction operations of Lendlease Group(ASX:LLC) on September 16, 2024. Consigli Construction Co., Inc. completed the acquisition of New York and New Jersey construction operations of Lendlease Group(ASX:LLC) on September 16, 2024.Declared Dividend • Aug 22Final dividend of AU$0.095 announcedShareholders will receive a dividend of AU$0.095. Ex-date: 23rd August 2024 Payment date: 18th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.お知らせ • Aug 21Lendlease Group Announces Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on September 18, 2024Lendlease Group Announces Ordinary Dividend of AUD 0.09512610 for the six months ended June 30, 2024, Payable on September 18, 2024. Record date is August 26, 2024. Ex date is August 23, 2024.Reported Earnings • Aug 21Full year 2024 earnings released: AU$2.20 loss per share (vs AU$0.34 loss in FY 2023)Full year 2024 results: AU$2.20 loss per share (further deteriorated from AU$0.34 loss in FY 2023). Revenue: AU$9.37b (down 9.7% from FY 2023). Net loss: AU$1.50b (loss widened AU$1.27b from FY 2023). Revenue is expected to fall by 8.9% p.a. on average during the next 3 years compared to a 16% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million.Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million on July 1, 2024. The sale represents a significant premium to book value and includes the operating platform of the business along with the associated management rights for asset, property, development and construction management. Approximately 150 employees will transfer with the sale. The transaction is subject to completion adjustments and conditions precedent including third-party consents from particular service branches of the U.S. Department of Defense.Reported Earnings • Feb 20First half 2024 earnings released: AU$0.20 loss per share (vs AU$0.21 loss in 1H 2023)First half 2024 results: AU$0.20 loss per share (improved from AU$0.21 loss in 1H 2023). Revenue: AU$4.92b (down 4.8% from 1H 2023). Net loss: AU$136.0m (loss narrowed 3.5% from 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 13% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 16+ 1 more updateLendlease Group to Report Fiscal Year 2024 Results on Aug 19, 2024Lendlease Group announced that they will report fiscal year 2024 results on Aug 19, 2024お知らせ • Aug 30Lendlease Group Updates Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 13, 2023Lendlease Group updated ordinary dividend of AUD 0.11099959 for the six months ended June 30, 2023. Record Date is August 21, 2023. Ex Date - August 18, 2023, Payable on September 13, 2023.Reported Earnings • Aug 15Full year 2023 earnings released: AU$0.34 loss per share (vs AU$0.18 loss in FY 2022)Full year 2023 results: AU$0.34 loss per share (further deteriorated from AU$0.18 loss in FY 2022). Revenue: AU$10.4b (up 16% from FY 2022). Net loss: AU$232.0m (loss widened 84% from FY 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Aug 14Lendlease Group to Report First Half, 2024 Results on Feb 19, 2024Lendlease Group announced that they will report first half, 2024 results on Feb 19, 2024お知らせ • Aug 01Supalai Reportedly in Talks on Lendlease StakeSupalai Public Company Limited (SET:SPALI) is believed to be in talks with Lendlease about taking a 50% stake in its land lease community business in a deal that could be worth over $850 million. Supalai struck a deal in 2020 with Lendlease's rival Stockland, backing one of its residential land estates in Melbourne's north. The understanding is that discussions have centred on a 50-50 deal between Supalai and Lendlease over its Australian communities unit. The Lendlease portfolio of 14 land estates is one of the largest in the country, with a pipeline of about 45,000 lots. The focus is on outer suburban master planned communities. DataRoom also understands that Singaporean multinational Frasers Property was keen to buy the communities business as a whole, as was Stockland, but the price wasn't right. But the understanding is that both parties have not offered a price high enough, and that Lendlease's preference is to sell a stake.お知らせ • Jul 06Lendlease Group Announces New CEO EuropeLendlease Global Chief Executive Officer, Tony Lombardo announced the Group's Head of Italy and Continental Europe, Andrea Ruckstuhl, had been appointed CEO Europe, effective immediate. In April 2023, Lendlease announced its former CEO Europe, Neil Martin, would retire by 30 September 2023. Joining the company in 2005, Andrea has more than 25 years' real estate experience - including more than 18 years with Lendlease - and has been pivotal in establishing the Group as a leading real estate company in Italy across the investments, development and construction segments.Quotes attributable to Lendlease Global CEO Tony Lombardo.Reported Earnings • Feb 14First half 2023 earnings released: AU$0.20 loss per share (vs AU$0.42 loss in 1H 2022)First half 2023 results: AU$0.20 loss per share (improved from AU$0.42 loss in 1H 2022). Revenue: AU$5.16b (up 22% from 1H 2022). Net loss: AU$141.0m (loss narrowed 50% from 1H 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 13Lendlease Group Announces Ordinary Unfranked Dividend for the Period of Six Months Ended 31 December 2022, Payable on 08 March 2023Lendlease Group announced ordinary unfranked dividend AUD 0.04900041 per LLC - fully paid ordinary/units stapled securities for the period of six months ended 31 December 2022. The dividend will payable on 08 March 2023 with record date of 20 February 2023 and ex-date is 17 February 2023.お知らせ • Dec 16+ 1 more updateLendlease Group to Report First Half, 2023 Results on Feb 13, 2023Lendlease Group announced that they will report first half, 2023 results on Feb 13, 2023Recent Insider Transactions • Nov 24Key Executive recently bought €255k worth of stockOn the 21st of November, Michael Ullmer bought around 50k shares on-market at roughly €5.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.Recent Insider Transactions • Sep 29Independent Non-Executive Director recently bought €67k worth of stockOn the 23rd of September, Nicholas Collishaw bought around 11k shares on-market at roughly €6.34 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.お知らせ • Sep 28Lendlease Group, Annual General Meeting, Nov 17, 2023Lendlease Group, Annual General Meeting, Nov 17, 2023.Reported Earnings • Aug 23Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$8.96b (down 9.4% from FY 2021). Net loss: AU$126.0m (down 157% from profit in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 47% decline forecast for the Real Estate industry in Germany.Reported Earnings • Feb 22First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.42 loss per share (down from AU$0.27 profit in 1H 2021). Revenue: AU$4.22b (down 8.0% from 1H 2021). Net loss: AU$284.0m (down 253% from profit in 1H 2021). Revenue missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 9.2% compared to a 25% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.Executive Departure • Jun 01Group CEO, MD & Executive Director Stephen McCann has left the companyOn the 31st of May, Stephen McCann, was replaced as CEO by Anthony Lombardo after 12.5 years in the role. As of March 2021, Stephen personally held 421.87k shares (€3.5m worth at the time). A total of 3 executives have left over the last 12 months. Under Stephen's leadership, the company delivered a total shareholder return of 261%.Recent Insider Transactions • Mar 11Group CEO recently sold €1.1m worth of stockOn the 4th of March, Stephen McCann sold around 125k shares on-market at roughly €8.79 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €5.1m.Is New 90 Day High Low • Feb 18New 90-day low: €7.47The company is down 17% from its price of €9.05 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.63 per share.Is New 90 Day High Low • Nov 05New 90-day high: €7.80The company is up 16% from its price of €6.71 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.07 per share.Recent Insider Transactions • Sep 18Independent Non-Executive Director recently bought €78k worth of stockOn the 10th of September, Jane Hemstritch bought around 10k shares on-market at roughly €7.78 per share. In the last 3 months, there was an even bigger purchase from another insider worth €97k. Despite this recent purchase, insiders have collectively sold €3.4m more in shares than they bought in the last 12 months.株主還元LLCDE Real EstateDE 市場7D-1.1%-3.6%-1.6%1Y-36.9%-19.4%-1.3%株主還元を見る業界別リターン: LLC過去 1 年間で-19.4 % の収益を上げたGerman Real Estate業界を下回りました。リターン対市場: LLCは、過去 1 年間で-1.3 % のリターンを上げたGerman市場を下回りました。価格変動Is LLC's price volatile compared to industry and market?LLC volatilityLLC Average Weekly Movement6.5%Real Estate Industry Average Movement4.6%Market Average Movement5.5%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.8%安定した株価: LLC 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LLCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1958n/aPenny Ransomwww.lendlease.comレンドリース・グループは、オーストラリア、アジア、欧州、米州で総合不動産・投資会社として事業を展開している。投資、開発、建設の各セグメントを通じて事業を展開している。投資部門は、住宅、オフィス、小売、工業、リタイアメント、インフラなどの投資資産を所有・管理している。開発部門は、都心部での複合開発、アパート、コミュニティ、退職者施設、小売、商業施設、社会・経済インフラの開発を行う。建設部門は、主に商業、住宅、複合施設、防衛、社会インフラ分野でプロジェクト管理、設計、建設サービスを提供している。同社は1958年に設立され、オーストラリアのバランガルーに本社を置いている。もっと見るLendlease Group 基礎のまとめLendlease Group の収益と売上を時価総額と比較するとどうか。LLC 基礎統計学時価総額€1.27b収益（TTM）-€85.60m売上高(TTM)€3.68b0.3xP/Sレシオ-14.8xPER（株価収益率LLC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LLC 損益計算書（TTM）収益AU$6.06b売上原価AU$5.58b売上総利益AU$482.00mその他の費用AU$623.00m収益-AU$141.00m直近の収益報告Dec 31, 2025次回決算日Aug 17, 2026一株当たり利益（EPS）-0.21グロス・マージン7.95%純利益率-2.33%有利子負債／自己資本比率71.2%LLC の長期的なパフォーマンスは？過去の実績と比較を見る配当金7.5%現在の配当利回り-112%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 04:28終値2026/07/09 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lendlease Group 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedSameer ChopraBofA Global Research17 その他のアナリストを表示
お知らせ • Jun 26Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC).Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC) on June 25, 2026. A cash consideration of AUD 525 million will be paid by Aware Super Pty Ltd.
Buy Or Sell Opportunity • Jun 25Now 26% overvaluedOver the last 90 days, the stock has fallen 1.1% to €1.93. The fair value is estimated to be €1.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 24Lendlease Group Announces Ordinary Unfranked Distribution for the Six Months Ended December 31, 2025, Payable on 18 March 2026Lendlease Group announced ordinary unfranked distribution of AUD 0.06204589 per security for the six moths ended December 31, 2025. Record Date: March 2, 2026. Ex Date: February 27, 2026. Payment Date: March 18, 2026.
お知らせ • Dec 06Lendlease Group to Report Fiscal Year 2026 Results on Aug 17, 2026Lendlease Group announced that they will report fiscal year 2026 results on Aug 17, 2026
お知らせ • Nov 19Lendlease Reportedly to Sell Remaining Assets in the Australian Prime Property Fund RetailLendlease (Lendlease Group (ASX:LLC)) will look to undertake an orderly sale of the remaining assets in its flagship $2.9 billion retail property fund after its investors called for a substantial swath of their capital to be returned. Under the move, the Australian Prime Property Fund Retail will likely wind up over the next year with its manager hoping to capitalise on the strength in the retail property market in which big investors have chased regional mall assets. Although this is well below its peak valuation, Lendlease is betting that mall values will edge up as interest rates decline and consumer spending also surges. However, the wind-up of the fund is a rebuff for Lendlease's management, which had hoped to persuade investors to back its strategy to transform the malls into mixed-use town centres. That would have had to overcome hurdles, including winning over the co-owners of the remaining four major malls, and these groups will remain a powerful influence in how the assets are carved up. The decision came after a liquidity window for the fund closed. Lendlease cited the "strong market" for high-quality retail assets and level of redemption requests received as the drivers for making an "orderly realisation" of the portfolio. The orderly sale is also a rebuff to what Lendlease has dubbed an opportunistic bid from Link REIT for most of the assets. The local company said the liquidity strategy would "seek to maximise value through competitive processes in the context of a buoyant Australian retail market as evidenced by recent transactions". Lendlease managing director investment management Australia Vanessa Orth said the fund had delivered strong long-term returns for unit holders. "The fund's assets are located in strong growth markets and dominate their trade areas," she said. "Premium assets like these are difficult to acquire, with an internal rate of return outlook for the portfolio in excess of 11%." Lendlease last month fought off a bid by superannuation fund Hostplus to sack it as manager and replace it with Mirvac. Lendlease pointed to the strength of competition for Erina Fair as reason for optimism about the value of the fund's remaining assets. They include 50% stakes in Sunshine Plaza in Maroochydore and Macarthur Square in Sydney, which are co-owned by GPT and its main shopping centre fund respectively. The fund also owns 50% interests in Lakeside Joondalup, in Western Australia, and Westfield Carindale in Queensland. Analysts had thought the sale of the interest in Erina Fair and a $200 million liquidity commitment from Lendlease would be sufficient to cover the liquidity event. While Lendlease has dubbed the Hong Kong group's play opportunistic it shows the depth of demand in the sector. "The proposed transaction from Link REIT highlights the resurgence in demand for retail malls and is a positive read-through for the major mall REITs," JPMorgan analysts said. They said the implications for Lendlease were more mixed as the company would lose funds.
お知らせ • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia
お知らせ • Jun 26Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC).Aware Super Pty Ltd agreed to acquire remaining 25.10% stake in Keyton Holding Pty Ltd from Lendlease Group (ASX:LLC) on June 25, 2026. A cash consideration of AUD 525 million will be paid by Aware Super Pty Ltd.
Buy Or Sell Opportunity • Jun 25Now 26% overvaluedOver the last 90 days, the stock has fallen 1.1% to €1.93. The fair value is estimated to be €1.53, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Feb 24Lendlease Group Announces Ordinary Unfranked Distribution for the Six Months Ended December 31, 2025, Payable on 18 March 2026Lendlease Group announced ordinary unfranked distribution of AUD 0.06204589 per security for the six moths ended December 31, 2025. Record Date: March 2, 2026. Ex Date: February 27, 2026. Payment Date: March 18, 2026.
お知らせ • Dec 06Lendlease Group to Report Fiscal Year 2026 Results on Aug 17, 2026Lendlease Group announced that they will report fiscal year 2026 results on Aug 17, 2026
お知らせ • Nov 19Lendlease Reportedly to Sell Remaining Assets in the Australian Prime Property Fund RetailLendlease (Lendlease Group (ASX:LLC)) will look to undertake an orderly sale of the remaining assets in its flagship $2.9 billion retail property fund after its investors called for a substantial swath of their capital to be returned. Under the move, the Australian Prime Property Fund Retail will likely wind up over the next year with its manager hoping to capitalise on the strength in the retail property market in which big investors have chased regional mall assets. Although this is well below its peak valuation, Lendlease is betting that mall values will edge up as interest rates decline and consumer spending also surges. However, the wind-up of the fund is a rebuff for Lendlease's management, which had hoped to persuade investors to back its strategy to transform the malls into mixed-use town centres. That would have had to overcome hurdles, including winning over the co-owners of the remaining four major malls, and these groups will remain a powerful influence in how the assets are carved up. The decision came after a liquidity window for the fund closed. Lendlease cited the "strong market" for high-quality retail assets and level of redemption requests received as the drivers for making an "orderly realisation" of the portfolio. The orderly sale is also a rebuff to what Lendlease has dubbed an opportunistic bid from Link REIT for most of the assets. The local company said the liquidity strategy would "seek to maximise value through competitive processes in the context of a buoyant Australian retail market as evidenced by recent transactions". Lendlease managing director investment management Australia Vanessa Orth said the fund had delivered strong long-term returns for unit holders. "The fund's assets are located in strong growth markets and dominate their trade areas," she said. "Premium assets like these are difficult to acquire, with an internal rate of return outlook for the portfolio in excess of 11%." Lendlease last month fought off a bid by superannuation fund Hostplus to sack it as manager and replace it with Mirvac. Lendlease pointed to the strength of competition for Erina Fair as reason for optimism about the value of the fund's remaining assets. They include 50% stakes in Sunshine Plaza in Maroochydore and Macarthur Square in Sydney, which are co-owned by GPT and its main shopping centre fund respectively. The fund also owns 50% interests in Lakeside Joondalup, in Western Australia, and Westfield Carindale in Queensland. Analysts had thought the sale of the interest in Erina Fair and a $200 million liquidity commitment from Lendlease would be sufficient to cover the liquidity event. While Lendlease has dubbed the Hong Kong group's play opportunistic it shows the depth of demand in the sector. "The proposed transaction from Link REIT highlights the resurgence in demand for retail malls and is a positive read-through for the major mall REITs," JPMorgan analysts said. They said the implications for Lendlease were more mixed as the company would lose funds.
お知らせ • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia
お知らせ • Aug 18+ 1 more updateLendlease Group Announces Ordinary Distribution for the Six Months Ended June 30, 2025, Payable on September 17, 2025Lendlease Group announced ordinary distribution of AUD 0.16955951 per unit for the six months ended June 30, 2025. Ex-date: August 22, 2025. Record date: August 25, 2025. Payment date: September 17, 2025.
お知らせ • Jun 24Lendlease Reportedly Kicks Off Keyton SaleParties interested in buying a stake in the $3 billion retirement living business Keyton from Lendlease Group (ASX:LLC) are expected to be invited to participate in a sale process this week, say sources. This follows earlier requests for expressions of interest for the operation. DataRoom understands that on offer is the 25.1% stake owned by manager Lendlease, which previously owned the entire operation. Lendlease sold down the business to Aware Super, which owns a 49.9% stake and APG, which holds 25%. However, a sale of part of the business could trigger a costly capital gains tax bill, calling into question whether the sale extends to all of the business. Industry sources suggest Scape could be interested, amid speculation that APG could emerge as a key backer to Scape with its $3 billion -plus purchase of retirement village operator Aveo. Sources say that Lendlease is expected to take a flexible approach on the pricing as it divests non-core assets within planned time frames. Gresham is advising on Keyton. The divestment comes as tensions have been building between pension fund investors like Aware Super and Lendlease, which has been battling to retain its real estate management rights for its wholesale funds. Lendlease chief executive Tony Lombardo is understood to have placated matters for now after some recent meetings with key investors in Melbourne. However, competitors are poised to step in should the clients move to take their money elsewhere. The Australian previously reported Mirvac is keen to seize control after it did so with the wholesale office fund controlled by AMP in 2022. Mirvac's head of funds management, Scott Mosely, previously worked as managing director for Lendlease's $28 billion Australian funds management business, where he was responsible for overseeing the funds management and asset management business. Additionally, DataRoom understands that Charter Hall is well placed and preparing for the move should the investors look to shift their funds, although it has not hired an investment bank. The Keyton sale comes as Lendlease has fallen out of favour because of losses, excessive debt and project write downs. The company has moved to cut costs by axing hundreds of jobs and retreating from offshore markets.
お知らせ • Jun 20Sojitz Corporation (TSE:2768) acquired 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million.Sojitz Corporation (TSE:2768) agreed to acquire 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) for approximately AUD 160 million on January 31, 2025. The transaction is subject to conditions precedent including Foreign Investment Review Board approval and other third-party consents, with completion targeted by June 2025. Pete Lawley and Jan Wytze Haanstra of De Brauw Blackstone Westbroek N.V. provided legal counsel to Sojitz Corporation. Herbert Smith Freehills LLP acted as the legal counsel to the Lendlease Group. Sojitz Corporation (TSE:2768) completed the acquisition of 70% stake in Capella Capital Lendlease Pty Limited from Lendlease Group (ASX:LLC) on June 20, 2025. All conditions have been satisfied.
お知らせ • May 23Suitor Reportedly Sounds Out Lendlease over Keyton UnitLendlease Group (ASX:LLC) is believed to have received at least one inbound approach to buy its retirement living business Keyton, just weeks after a deal is set to be finalised for Keyton's rival to sell for more than $3 billion. DataRoom understands that, following Scape's agreement to enter exclusive talks to buy Brookfield's retirement living business Aveo for more than $3 billion, parties that missed out on the opportunity have been courting Lendlease, with at least one -lucrative proposal received. The $3.8 billion listed group has been trying to sell its retirement living business for some time, but there were not interested parties at the right price. Yet the Aveo sale process, run by Morgan Stanley and Barren-joey, appears to have revived interest, and Gresham is believed to be launching a sale process for the Lendlease business. Student accommodation provider Scape is bringing in financial backers to fund its Aveo acquisition, and a deal is due to be finalised in about a fortnight. Sources say Lendlease now has about four or five parties interested in buying its holding in Keyton and, should the price be right, it could result in a deal involving a sale of the entire retirement living company. Keyton is estimated to be worth about $3 billion. Underbidders on the Aveo business were AustralianSuper, GIC, Oxford Properties (owned by Canadian pension fund OMERS) and Charter Hall. The other retirement living business that had tested interest in the past two years has been Retire-Australia, but it was taken off the market when suitors would not offer enough. Lendlease has flagged Keyton as being available for sale for some time as part of its quest to drive down its debt level by offloading non-core assets. It faces pressure from investors in its funds management business and its share price is down almost 10% this year despite delivering on its promises to sell down assets, including those offshore. Lendlease has fallen out of favour because of losses, excessive debt and project writedowns. The Tony Lombardo-run company has moved to cut costs by axing hundreds of jobs and is retreating from offshore markets.
お知らせ • May 20The Crown Estate agreed to acquire 50% stake in UK development assets of Lendlease from Lendlease Group (ASX:LLC).The Crown Estate agreed to acquire 50% stake in UK development assets of Lendlease from Lendlease Group (ASX:LLC) on May 19, 2025. The transaction is subject to approval by regulatory board / committee. The transaction is expected to release capital slightly above book value on completion and contribute positively to future earnings through lower funding costs and the receipt of development management fees.
お知らせ • Apr 01Atlas FRM LLC completed the acquisition of UK Construction Business of Lendlease Group.Atlas FRM LLC entered into a binding agreement to acquire UK Construction Business of Lendlease Group for £35 million on December 31, 2024. The consideration consists of £25 million in cash and an additional £10 million deferred until June 2026, subject to completion adjustments. On completion, Substantially all of Lendlease’s existing UK construction employees will leave the Group as they transfer with the sale, providing a seamless transition for our clients, projects and business partners. The transaction is subject to conditions precedent including regulatory approvals, with completion targeted before the end of FY25. Aaron Shute, Chris Whitehouse, Chris Bates, Simon Bromwich, Madeleine Pope, Nicholas Gardner, Steven Vaz, Ruth Buchanan, John Gordon, John Papadakis, Tom Duncan and Logan Mair of Ashurst LLP acted as legal advisor to Atlas FRM LLC. Atlas FRM LLC completed the acquisition of UK Construction Business of Lendlease Group on March 31, 2025. The Lendlease UK construction business has been rebranded as Bovis following the completion of its sale to Atlas FRM LLC. Bovis will now operate independently from its former parent, Lendlease, under the ownership of Atlas.
お知らせ • Feb 17+ 1 more updateLendlease Group Announces the Interim Distribution, Payable on 12 March 2025Lendlease Group announced the interim distribution comprising of a trust distribution of 6.0 cents per unit from Lendlease Trust will be paid on 12 March 2025 (December 2023: 6.5 cents per share from Lendlease Trust paid on 13 March 2024). Record date for determining entitlement to the interim distribution is 24 February 2025.
お知らせ • Jan 31Omaha Beach Investment Holdings, LLC completed the acquisition of US Military Housing business of Lendlease from Lendlease Group (ASX:LLC).Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million on July 1, 2024. The sale represents a significant premium to book value and includes the operating platform of the business along with the associated management rights for asset, property, development and construction management. Approximately 150 employees will transfer with the sale. The transaction is subject to completion adjustments and conditions precedent including third-party consents from particular service branches of the U.S. Department of Defense. The deal is expected to close in the first half of 2025, subject to consent from the Department of Defense. Omaha Beach Investment Holdings, LLC completed the acquisition of US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) on January 31, 2025.
お知らせ • Jan 02Lendlease Group Reaffirms Group Earnings Guidance for the Fiscal Year 2025Lendlease Group reaffirmed group earnings guidance for the fiscal year 2025. Lendlease's earnings guidance for fiscal year 2025 remains unchanged with Group Earnings Per Security of 54 to 62 cents anticipated, with a heavy skew to second half fiscal year 2025 due to the delay in the completion of the Military Housing sale which is now expected to contribute $145-160 million of OPAT.
お知らせ • Nov 12+ 1 more updateLendlease Group to Report Fiscal Year 2025 Results on Aug 18, 2025Lendlease Group announced that they will report fiscal year 2025 results on Aug 18, 2025
お知らせ • Oct 14Lendlease Group Announces Board Changes, Effective 15 November 2024The Board of Lendlease announced the appointment of John Gillam as a director and Chairman-elect of the Group. Joining the Board immediately, Mr. Gillam will commence in the Chairman role on 15 November 2024, following the Lendlease AGM and planned retirement of current Chairman, Michael Ullmer AO. Mr. Gillam's appointment follows a comprehensive Chair succession process that commenced earlier this year. Conducted with the support of a leading board advisory firm, the process included extensive engagement with securityholders and identification of potential candidates. Following a preliminary assessment process, a shortlist of candidates was interviewed by the Board using a strict set of criteria. Mr. Gillam is an accomplished executive and non-executive director with extensive commercial and leadership experience. He is a former Chair of CSR Limited, which followed a successful 20-year executive career with Wesfarmers. He is currently Chair of Nufarm Limited, the VetPartners Group and BlueFit Pty Limited, and he also serves as a Director of the Clontarf Foundation.
お知らせ • Sep 27Lendlease Group Announces Executive ChangesLendlease Group announced that Ms. Wendy Lee has resigned as Company Secretary effective September 27, 2024. Lendlease Group Chief Legal Officer Ms. Karen Pedersen has been appointed as Company Secretary, effective immediately. Ms. Pedersen will continue to be a person responsible for communications with the ASX in relation to Listing Rule matters under Listing Rule 12.6.
お知らせ • Sep 18Consigli Construction Co., Inc. acquired New York and New Jersey construction operations of Lendlease Group(ASX:LLC).Consigli Construction Co., Inc. acquired New York and New Jersey construction operations of Lendlease Group(ASX:LLC) on September 16, 2024. Consigli Construction Co., Inc. completed the acquisition of New York and New Jersey construction operations of Lendlease Group(ASX:LLC) on September 16, 2024.
Declared Dividend • Aug 22Final dividend of AU$0.095 announcedShareholders will receive a dividend of AU$0.095. Ex-date: 23rd August 2024 Payment date: 18th September 2024 Dividend yield will be 4.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
お知らせ • Aug 21Lendlease Group Announces Ordinary Dividend for the Six Months Ended June 30, 2024, Payable on September 18, 2024Lendlease Group Announces Ordinary Dividend of AUD 0.09512610 for the six months ended June 30, 2024, Payable on September 18, 2024. Record date is August 26, 2024. Ex date is August 23, 2024.
Reported Earnings • Aug 21Full year 2024 earnings released: AU$2.20 loss per share (vs AU$0.34 loss in FY 2023)Full year 2024 results: AU$2.20 loss per share (further deteriorated from AU$0.34 loss in FY 2023). Revenue: AU$9.37b (down 9.7% from FY 2023). Net loss: AU$1.50b (loss widened AU$1.27b from FY 2023). Revenue is expected to fall by 8.9% p.a. on average during the next 3 years compared to a 16% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million.Omaha Beach Investment Holdings, LLC entered into an agreement to acquire US Military Housing business of Lendlease from Lendlease Group (ASX:LLC) for $320 million on July 1, 2024. The sale represents a significant premium to book value and includes the operating platform of the business along with the associated management rights for asset, property, development and construction management. Approximately 150 employees will transfer with the sale. The transaction is subject to completion adjustments and conditions precedent including third-party consents from particular service branches of the U.S. Department of Defense.
Reported Earnings • Feb 20First half 2024 earnings released: AU$0.20 loss per share (vs AU$0.21 loss in 1H 2023)First half 2024 results: AU$0.20 loss per share (improved from AU$0.21 loss in 1H 2023). Revenue: AU$4.92b (down 4.8% from 1H 2023). Net loss: AU$136.0m (loss narrowed 3.5% from 1H 2023). Revenue is forecast to stay flat during the next 3 years compared to a 13% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 16+ 1 more updateLendlease Group to Report Fiscal Year 2024 Results on Aug 19, 2024Lendlease Group announced that they will report fiscal year 2024 results on Aug 19, 2024
お知らせ • Aug 30Lendlease Group Updates Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 13, 2023Lendlease Group updated ordinary dividend of AUD 0.11099959 for the six months ended June 30, 2023. Record Date is August 21, 2023. Ex Date - August 18, 2023, Payable on September 13, 2023.
Reported Earnings • Aug 15Full year 2023 earnings released: AU$0.34 loss per share (vs AU$0.18 loss in FY 2022)Full year 2023 results: AU$0.34 loss per share (further deteriorated from AU$0.18 loss in FY 2022). Revenue: AU$10.4b (up 16% from FY 2022). Net loss: AU$232.0m (loss widened 84% from FY 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Aug 14Lendlease Group to Report First Half, 2024 Results on Feb 19, 2024Lendlease Group announced that they will report first half, 2024 results on Feb 19, 2024
お知らせ • Aug 01Supalai Reportedly in Talks on Lendlease StakeSupalai Public Company Limited (SET:SPALI) is believed to be in talks with Lendlease about taking a 50% stake in its land lease community business in a deal that could be worth over $850 million. Supalai struck a deal in 2020 with Lendlease's rival Stockland, backing one of its residential land estates in Melbourne's north. The understanding is that discussions have centred on a 50-50 deal between Supalai and Lendlease over its Australian communities unit. The Lendlease portfolio of 14 land estates is one of the largest in the country, with a pipeline of about 45,000 lots. The focus is on outer suburban master planned communities. DataRoom also understands that Singaporean multinational Frasers Property was keen to buy the communities business as a whole, as was Stockland, but the price wasn't right. But the understanding is that both parties have not offered a price high enough, and that Lendlease's preference is to sell a stake.
お知らせ • Jul 06Lendlease Group Announces New CEO EuropeLendlease Global Chief Executive Officer, Tony Lombardo announced the Group's Head of Italy and Continental Europe, Andrea Ruckstuhl, had been appointed CEO Europe, effective immediate. In April 2023, Lendlease announced its former CEO Europe, Neil Martin, would retire by 30 September 2023. Joining the company in 2005, Andrea has more than 25 years' real estate experience - including more than 18 years with Lendlease - and has been pivotal in establishing the Group as a leading real estate company in Italy across the investments, development and construction segments.Quotes attributable to Lendlease Global CEO Tony Lombardo.
Reported Earnings • Feb 14First half 2023 earnings released: AU$0.20 loss per share (vs AU$0.42 loss in 1H 2022)First half 2023 results: AU$0.20 loss per share (improved from AU$0.42 loss in 1H 2022). Revenue: AU$5.16b (up 22% from 1H 2022). Net loss: AU$141.0m (loss narrowed 50% from 1H 2022). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 13% decline forecast for the Real Estate industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 13Lendlease Group Announces Ordinary Unfranked Dividend for the Period of Six Months Ended 31 December 2022, Payable on 08 March 2023Lendlease Group announced ordinary unfranked dividend AUD 0.04900041 per LLC - fully paid ordinary/units stapled securities for the period of six months ended 31 December 2022. The dividend will payable on 08 March 2023 with record date of 20 February 2023 and ex-date is 17 February 2023.
お知らせ • Dec 16+ 1 more updateLendlease Group to Report First Half, 2023 Results on Feb 13, 2023Lendlease Group announced that they will report first half, 2023 results on Feb 13, 2023
Recent Insider Transactions • Nov 24Key Executive recently bought €255k worth of stockOn the 21st of November, Michael Ullmer bought around 50k shares on-market at roughly €5.10 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 29Independent Non-Executive Director recently bought €67k worth of stockOn the 23rd of September, Nicholas Collishaw bought around 11k shares on-market at roughly €6.34 per share. This transaction amounted to 72% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €103k more in shares than they have sold in the last 12 months.
お知らせ • Sep 28Lendlease Group, Annual General Meeting, Nov 17, 2023Lendlease Group, Annual General Meeting, Nov 17, 2023.
Reported Earnings • Aug 23Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$8.96b (down 9.4% from FY 2021). Net loss: AU$126.0m (down 157% from profit in FY 2021). Over the next year, revenue is forecast to stay flat compared to a 47% decline forecast for the Real Estate industry in Germany.
Reported Earnings • Feb 22First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: AU$0.42 loss per share (down from AU$0.27 profit in 1H 2021). Revenue: AU$4.22b (down 8.0% from 1H 2021). Net loss: AU$284.0m (down 253% from profit in 1H 2021). Revenue missed analyst estimates by 5.3%. Over the next year, revenue is forecast to grow 9.2% compared to a 25% decline forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 04Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jul 03Group Head of People & Culture Alex Christie has left the companyOn the 1st of July, Alex Christie's tenure as Group Head of People & Culture ended after 1.2 years in the role. We don't have any record of a personal shareholding under Alex's name. A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 4.00 years.
Executive Departure • Jun 01Group CEO, MD & Executive Director Stephen McCann has left the companyOn the 31st of May, Stephen McCann, was replaced as CEO by Anthony Lombardo after 12.5 years in the role. As of March 2021, Stephen personally held 421.87k shares (€3.5m worth at the time). A total of 3 executives have left over the last 12 months. Under Stephen's leadership, the company delivered a total shareholder return of 261%.
Recent Insider Transactions • Mar 11Group CEO recently sold €1.1m worth of stockOn the 4th of March, Stephen McCann sold around 125k shares on-market at roughly €8.79 per share. This was the largest sale by an insider in the last 3 months. Stephen has been a seller over the last 12 months, reducing personal holdings by €5.1m.
Is New 90 Day High Low • Feb 18New 90-day low: €7.47The company is down 17% from its price of €9.05 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Real Estate industry, which is down 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.63 per share.
Is New 90 Day High Low • Nov 05New 90-day high: €7.80The company is up 16% from its price of €6.71 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €12.07 per share.
Recent Insider Transactions • Sep 18Independent Non-Executive Director recently bought €78k worth of stockOn the 10th of September, Jane Hemstritch bought around 10k shares on-market at roughly €7.78 per share. In the last 3 months, there was an even bigger purchase from another insider worth €97k. Despite this recent purchase, insiders have collectively sold €3.4m more in shares than they bought in the last 12 months.
