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Lendlease Group Stock Price

ASX:LLC Community·AU$2.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 43 Fair Values set on narratives written by author

LLC Share Price Performance

AU$3.03
-2.24 (-42.50%)
AU$4.75
Fair Value
AU$3.03
-2.24 (-42.50%)
36.2% undervalued intrinsic discount
AU$4.75
Fair Value
Price AU$3.03
AnalystHighTarget AU$4.75
AnalystConsensusTarget AU$3.97
AnalystLowTarget AU$2.85

LLC Community Narratives

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Fair Value AU$4.75 36.2% undervalued intrinsic discount

Capital Recycling And Australian Development Pipeline Will Reshape Returns Over The Next Decade

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·
Fair Value AU$3.97 23.7% undervalued intrinsic discount

Restructuring And Divestment Will Refocus International Operations

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Fair Value AU$2.85 6.3% overvalued intrinsic discount

Capital Recycling And Construction Pipeline Will Shape Margins While Supporting A Fairly Valued Outlook

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Trending Discussion

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Updated Narratives

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LLC: Capital Light Crown Estate Venture Will Reshape Earnings Profile

Fair Value: AU$4.75 36.2% undervalued intrinsic discount
1 users have set this as their fair value
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LLC: Capital Light JV And Deleveraging Will Underpin Future Upside

Fair Value: AU$3.97 23.7% undervalued intrinsic discount
23 users have set this as their fair value
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LLC: Capital Recycling And Asset Sales Execution Will Determine Reset Outcome

Fair Value: AU$2.85 6.3% overvalued intrinsic discount
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Snowflake Analysis

Undervalued with high growth potential.

2 Risks
3 Rewards

Lendlease Group Key Details

AU$6.1b

Revenue

AU$5.6b

Cost of Revenue

AU$482.0m

Gross Profit

AU$623.0m

Other Expenses

-AU$141.0m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 17, 2026
-0.21
7.95%
-2.33%
71.2%
View Full Analysis

About LLC

Founded
1958
Employees
n/a
CEO
Penny Ransom
WebsiteView website
www.lendlease.com

Lendlease Group operates as an integrated real estate and investment company in Australia, Asia, Europe, and the Americas. It operates through Investments, Development, Construction, and Capital Release Unit segments. The Investments segment owns and/or manages investments, including residential, office, retail, industrial, and infrastructure investment assets. The Development segment develops inner-city mixed-use developments, apartments, retail, commercial assets and social and economic infrastructure. The Construction segment provides project management, design and construction services, primarily in the commercial, mixed use, data centres, defence and social infrastructure sectors. The Capital Release Unit segment offers overseas construction operations and development projects; retirement assets; US military housing business; Australian communities projects; and engineering and services projects. The company was founded in 1958 and is headquartered in Barangaroo, Australia.

Recent LLC News & Updates

Narrative Update Jul 24

LLC: Capital Light Crown Estate Venture Will Reshape Earnings Profile

Analysts have trimmed their 12 month price target for Lendlease Group to A$4.75 from A$6.50, citing updated forecasts that combine slightly higher projected revenue growth with a lower profit margin profile and a higher assumed P/E multiple and discount rate. What’s in the News for Lendlease Group Lendlease Group has formed a £24b joint venture with The Crown Estate, aimed at supporting a shift toward a capital light, fee based development management model.

Recent updates

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