REA Group Limited

ASX:REA 주식 리포트

시가총액: AU$22.4b

REA Group 배당 및 자사주 매입

배당 기준 점검 4/6

REA Group 수익으로 충분히 충당되는 현재 수익률 1.62% 보유한 배당금 지급 회사입니다.

핵심 정보

1.6%

배당 수익률

0.1%

자사주 매입 수익률

총 주주 수익률1.8%
미래 배당 수익률2.2%
배당 성장률11.1%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향60%

최근 배당 및 자사주 매입 업데이트

REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

Feb 09
REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

Recent updates

REA: Buyback And Dividend Will Sustain Lofty Market Premium

Analysts have increased their fair value estimate for REA Group slightly to A$151.34 from A$150.82, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News The Board of Directors authorized a share buyback plan on February 6, 2026, signaling approval for the company to repurchase its own shares (Key Developments).

REA: Share Buyback And Dividend Policy Will Underpin Future Upside

Analysts now set their fair value estimate for REA Group at A$249, a A$4 trim from the prior A$253. This reflects slightly higher discount rate assumptions and modestly adjusted growth and margin expectations following mixed recent broker research.

REA: Broker Split And Buyback Plan Will Shape Future Market Premium

Analysts have trimmed their average price target for REA Group slightly, with fair value easing from about A$151.14 to A$150.82. This reflects updated views on revenue growth, profit margins and future P/E assumptions after recent mixed rating changes from JPMorgan and RBC Capital.

REA: Mixed Broker Views And Capital Returns Will Shape Market Premium

Analysts now see REA Group's fair value at A$151.14, down from A$164.17, reflecting updated assumptions for a slightly higher discount rate, more moderate revenue growth expectations, a firmer profit margin outlook, and a lower future P/E multiple, following mixed recent commentary from both upgrading and downgrading research houses. Analyst Commentary Recent research has presented a mixed picture for REA Group, with JPMorgan moving to a more constructive stance while other bearish analysts have trimmed expectations and taken a more cautious view on the stock.

REA: Share Buyback And Dividend Policy Will Support Future Upside

Analysts have adjusted their fair value estimate for REA Group from A$290.00 to A$253.00, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E multiples following mixed recent research views. Analyst Commentary Recent research on REA Group has been mixed, with an upgrade from JPMorgan and a downgrade from another major firm occurring in close succession.

REA: Mixed Broker Calls Will Set Stage For Future Rerating

Analysts have adjusted their fair value estimate for REA Group from about A$243.58 to A$212.09, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations based on recent mixed broker research. Analyst Commentary Recent broker moves around REA Group highlight that views are mixed, even as the updated fair value estimate now sits at about A$212.09.

REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

Feb 09
REA Group (ASX:REA) Will Pay A Dividend Of A$1.24

REA: Mixed Broker Views And CFO Transition Will Test Market Premium

Analysts have modestly reduced their fair value estimate for REA Group from A$168.40 to A$164.17, as updated assumptions on revenue growth, profit margins and future P/E are incorporated following recent mixed research views from major brokers. Analyst Commentary Recent research on REA Group has been mixed, with at least one major broker, JPMorgan, taking a more constructive stance while other bearish analysts have become more cautious.

REA: Higher Discount Rate And Leadership Change Will Pressure Premium Valuation

Analysts have reduced their fair value estimate for REA Group from A$178.60 to A$168.40, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Chief Financial Officer Janelle Hopkins plans to retire from REA Group on 11 February 2026 to move into a non executive career after more than seven years as CFO and over 25 years in executive roles (Key Developments).

REA: Outperformance Rating And New CFO Appointment Will Support Medium-Term Earnings

Analysts have reaffirmed their A$290 fair value estimate for REA Group, with only minor tweaks to growth, margins and discount rate assumptions. This view is supported by recent research that considers prior share price weakness and regulatory concerns to be overdone.

REA Group (ASX:REA) Might Become A Compounding Machine

Dec 31
REA Group (ASX:REA) Might Become A Compounding Machine

REA: Outperformance Rating And CFO Transition Will Support Stronger Medium-Term Earnings

Analysts have trimmed their fair value estimate for REA Group to A$290 from A$300, reflecting a slightly higher discount rate and modestly lower long term revenue growth expectations. They nonetheless highlight resilient margins and reiterate a positive medium term earnings outlook supported by recent Outperform initiations and above consensus EPS forecasts.

REA: Recent Pullback Will Set Stage For EPS Outperformance-Driven Rebound

Analysts have nudged their price target for REA Group slightly higher to A$270.00, citing expectations for steadier long term growth, earnings forecasts that are modestly above consensus, and a belief that recent share price underperformance and regulatory concerns are overdone. Analyst Commentary Bullish analysts highlight that the recent pullback in REA Group shares has created a more attractive entry point relative to their growth outlook and earnings power.

REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk

Dec 02
REA Group Limited's (ASX:REA) Share Price Could Signal Some Risk

REA: Recent Share Underperformance Will Set Stage For Recovery Momentum

The analyst price target for REA Group has decreased from approximately $251.95 to $243.58, as analysts cite tempered revenue growth expectations even as profit margins continue to show improvement. Analyst Commentary Recent street research highlights both optimistic and cautious views regarding REA Group's prospects, particularly as price targets and earnings expectations are scrutinized following recent market moves.

REA: Continued Upbeat Outlook Will Drive Long-Term Expansion Momentum

Analysts have lowered their fair value estimate for REA Group by approximately $4 to $251.95. This change reflects slightly higher discount rates and more moderate revenue growth assumptions, despite continued positive sentiment toward the company's outlook.

Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Oct 18
Is REA Group Limited (ASX:REA) Worth AU$216 Based On Its Intrinsic Value?

Capital Investment Trends At REA Group (ASX:REA) Look Strong

Sep 09
Capital Investment Trends At REA Group (ASX:REA) Look Strong

Digital Transformation And Urban Demand Will Fuel Global Expansion

With both the discount rate and future P/E staying virtually flat, there has been no material change in REA Group’s consensus analyst price target, which remains at A$256.31. What's in the News REA Group announced a fully franked interim dividend of AUD 1.38 per share for the six months ended June 30, 2025.

We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

Aug 26
We Ran A Stock Scan For Earnings Growth And REA Group (ASX:REA) Passed With Ease

At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?

Aug 06
At AU$255, Is It Time To Put REA Group Limited (ASX:REA) On Your Watch List?

REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit

Jul 20
REA Group Limited's (ASX:REA) Shareholders Might Be Looking For Exit

Capital Investment Trends At REA Group (ASX:REA) Look Strong

May 14
Capital Investment Trends At REA Group (ASX:REA) Look Strong
User avatar

Expanding Markets And Strong Demand Propel Company Toward Dynamic Revenue Growth

Growth in residential and commercial yield, audience engagement, and premium products is boosting net margins and revenue potential.

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: REA 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.

배당금 증가: REA 의 배당금 지급은 지난 10 년 동안 증가했습니다.

배당 수익률 vs 시장

REA Group 배당 수익률 vs 시장
REA의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (REA)1.6%
시장 하위 25% (AU)2.7%
시장 상위 25% (AU)6.6%
업계 평균 (Interactive Media and Services)2.4%
분석가 예측 (REA) (최대 3년)2.2%

주목할만한 배당금: REA 의 배당금( 1.62% )은 Australian 시장에서 배당금 지급자의 하위 25%( 2.75% )와 비교해 주목할 만하지 않습니다.

고배당: REA 의 배당금( 1.62% )은 Australian 시장에서 배당금 지급자의 상위 25%( 6.64% )와 비교해 낮습니다.

주주 대상 이익 배당

수익 보장: 합리적인 지급 비율 ( 60.4% )을 통해 REA 의 배당금 지급은 수익으로 충당됩니다.

주주 현금 배당

현금 흐름 범위: 합리적인 현금 지급 비율 ( 62% )로 REA 의 배당금 지급은 현금 흐름으로 충당됩니다.

높은 배당을 제공하는 우량 기업 찾기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 14:31
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/06/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

REA Group Limited는 31명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Aryan NoroziBarrenjoey Markets Pty Limited
Eric ChoiBarrenjoey Markets Pty Limited
Michael ArdreyBell Potter