Lendlease Group (LLC) 주식 개요렌드리스 그룹은 호주, 아시아, 유럽, 미주 지역에서 통합 부동산 및 투자 회사로 운영되고 있습니다. 자세히 보기LLC 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장4/6과거 실적0/6재무 건전성0/6배당2/6강점수익은 매년 67.64% 증가할 것으로 예상됩니다.동종업계 및 업계 대비 좋은 가치로 거래위험 분석부채는 operating cash flow로 충분히 감당되지 않습니다.7.85%의 배당금은 수익이나 자유현금흐름으로 잘 충당되지 않습니다.모든 위험 점검 보기LLC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€1.7790.3% 저평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b17b2016201920222025202620282031Revenue AU$14.2bEarnings AU$2.6bAdvancedSet Fair ValueView all narrativesLendlease Group 경쟁사PATRIZIASymbol: XTRA:PATMarket cap: €668.3mFCR ImmobilienSymbol: XTRA:FC9Market cap: €108.6mBranicks GroupSymbol: XTRA:BRNKMarket cap: €68.5mTLG ImmobilienSymbol: HMSE:TLGMarket cap: €1.3b가격 이력 및 성과Lendlease Group 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가AU$1.7752주 최고가AU$3.1852주 최저가AU$1.46베타0.661개월 변동-3.80%3개월 변동-13.09%1년 변동-42.26%3년 변동-60.54%5년 변동-76.88%IPO 이후 변동-81.19%최근 뉴스 및 업데이트공시 • 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.공시 • 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, 2026공시 • 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.공시 • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia공시 • 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.공시 • 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.더 많은 업데이트 보기Recent updates공시 • 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.공시 • 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, 2026공시 • 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.공시 • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.주주 수익률LLCDE Real EstateDE 시장7D13.5%2.5%2.4%1Y-42.3%-21.8%5.0%전체 주주 수익률 보기수익률 대 산업: LLC은 지난 1년 동안 -21.8%의 수익을 기록한 German Real Estate 산업보다 저조한 성과를 냈습니다.수익률 대 시장: LLC은 지난 1년 동안 5%를 기록한 German 시장보다 저조한 성과를 냈습니다.주가 변동성Is LLC's price volatile compared to industry and market?LLC volatilityLLC Average Weekly Movement6.2%Real Estate Industry Average Movement5.0%Market Average Movement5.9%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.8%안정적인 주가: LLC는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: LLC의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트1958n/aTony Lombardowww.lendlease.com렌드리스 그룹은 호주, 아시아, 유럽, 미주 지역에서 통합 부동산 및 투자 회사로 운영되고 있습니다. 투자, 개발 및 건설 부문을 통해 운영됩니다. 투자 부문은 주거, 사무실, 소매, 산업, 은퇴 및 인프라 투자 자산을 포함한 투자 자산을 소유 및/또는 관리합니다.더 보기Lendlease Group 기초 지표 요약Lendlease Group의 순이익과 매출은 시가총액과 어떻게 비교됩니까?LLC 기초 통계시가총액€1.22b순이익 (TTM)-€85.96m매출 (TTM)€3.69b0.3x주가매출비율(P/S)-14.2x주가수익비율(P/E)LLC는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표LLC 손익계산서 (TTM)매출AU$6.06b매출원가AU$5.58b총이익AU$482.00m기타 비용AU$623.00m순이익-AU$141.00m최근 보고된 실적Dec 31, 2025다음 실적 발표일Aug 17, 2026주당순이익(EPS)-0.21총이익률7.95%순이익률-2.33%부채/자본 비율71.2%LLC의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당7.8%현재 배당 수익률-112%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/17 02:18종가2026/06/17 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 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 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lendlease Group는 20명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Benjamin BrayshawBarrenjoey Markets Pty LimitedNicholas McGarrigleBarrenjoey Markets Pty LimitedSameer ChopraBofA Global Research17명의 분석가 더 보기
공시 • 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.
공시 • 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
공시 • 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.
공시 • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • Oct 10+ 1 more updateLendlease Group, Annual General Meeting, Nov 14, 2025Lendlease Group, Annual General Meeting, Nov 14, 2025. Location: hybrid meeting, Australia
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
