Lendlease Group (LLC) Stock Overview
Operates as a real estate company in Australia, Singapore, Malaysia, China, Japan, the United Kingdom, Italy, and the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 4/6 |
| Past Performance | 0/6 |
| Financial Health | 2/6 |
| Dividends | 1/6 |
LLC Community Fair Values
Create NarrativeSee what 42 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
AU$2.4
FV
15.0% overvalued intrinsic discount15
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Lendlease Group Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$2.76 |
| 52 Week High | AU$5.85 |
| 52 Week Low | AU$2.40 |
| Beta | 0.64 |
| 1 Month Change | -7.07% |
| 3 Month Change | -7.69% |
| 1 Year Change | -51.41% |
| 3 Year Change | -64.34% |
| 5 Year Change | -77.60% |
| Change since IPO | -69.16% |
Recent News & Updates
New Narrative • Aug 19
Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?
Lendlease (ASX: LLC) at $2.80 — Cheap Assets, But Is the Return Good Enough? I’ve rebuilt my Lendlease valuation following the FY26 result and stress-tested the original thesis.
Narrative Update • Aug 07
LLC: Fair Outlook Will Hinge On Capital Recycling And Asset Sales Execution
Analysts have lifted their price target for Lendlease Group from A$2.85 to A$3.09, citing updated assumptions for long term revenue growth, profit margins and future P/E levels. What’s in the News for Lendlease Group No recent company specific news items for Lendlease Group were identified in the provided sources as at 6 August 2026.Recent updates
New Narrative • Aug 19
Lendlease (ASX: LLC) at $2.80 — Cheap on Assets, But Is the Return Attractive Enough?
Lendlease (ASX: LLC) at $2.80 — Cheap Assets, But Is the Return Good Enough? I’ve rebuilt my Lendlease valuation following the FY26 result and stress-tested the original thesis.Narrative Update • Aug 07
LLC: Fair Outlook Will Hinge On Capital Recycling And Asset Sales Execution
Analysts have lifted their price target for Lendlease Group from A$2.85 to A$3.09, citing updated assumptions for long term revenue growth, profit margins and future P/E levels. What’s in the News for Lendlease Group No recent company specific news items for Lendlease Group were identified in the provided sources as at 6 August 2026.
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.
Narrative Update • Jul 10
LLC: Capital Light JV And Deleveraging Will Underpin Future Upside
Analysts have reduced their price target for Lendlease Group from A$4.58 to A$3.97, citing updated assumptions on revenue growth, profit margins and future P/E expectations. What’s in the News for Lendlease Group Lendlease Group has entered a £24b joint venture with The Crown Estate as part of a shift toward a capital light, fee driven development management model.Narrative Update • Jun 26
LLC: Capital Recycling And Asset Sales Execution Will Determine Reset Outcome
Analysts have lowered their price target for Lendlease Group from A$4.42 to A$2.85, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Lendlease Group appointed Nick O’Neil as the next CEO and Managing Director, effective 10 September 2026.Narrative Update • Jun 09
LLC: Capital Recycling And Balance Sheet Reset Will Support Future Upside
Analysts have reduced their price target for Lendlease Group from A$5.04 to A$4.58, citing updated assumptions around fair value, profit margins and future P/E as the main factors behind the revision. What's in the News Lendlease has agreed to sell its development rights to the Milano Santa Giulia mixed use project in Milan for about A$250 million to an investment group backed by local developer Bizzi & Partners.Narrative Update • May 26
LLC: Index Removal And Small Cap Inclusion Will Support Future Upside
Analysts have trimmed their price target for Lendlease Group to A$5.04 from A$5.26, citing a slightly higher discount rate as well as updated assumptions around future profit margins and P/E multiples. What's in the News Lendlease Group was dropped from the S&P/ASX 100 Index, shifting it out of the large cap benchmark (Key Developments).Narrative Update • Apr 28
LLC: Index Reclassification And 2026 Distribution Will Drive Future Upside
Analysts have trimmed their price target on Lendlease Group, cutting estimated fair value from A$5.38 to about A$5.26, citing slightly lower profit margin assumptions and a modestly reduced future P/E multiple. What's in the News Lendlease Group was dropped from the S&P/ASX 100 Index, shifting it out of the large cap benchmark (Key Developments).Narrative Update • Apr 12
LLC: Index Reclassification And 2026 Distribution Will Support Future Upside
Analysts have modestly revised their price target for Lendlease Group to A$5.38 from A$5.48, reflecting updated assumptions around fair value, expected revenue growth, profit margins and future P/E levels. What's in the News Lendlease Group was removed from the S&P/ASX 100 Index, which may affect how some index and benchmark linked funds hold the stock (Key Developments).Narrative Update • Mar 29
LLC: Index Reclassification And Upcoming Distribution Will Support Future Upside
Analysts have kept their A$ price target for Lendlease Group unchanged, with the steady fair value estimate around A$5.48 supported by consistent assumptions on discount rate, revenue growth, profit margin and future P/E. What's in the News Lendlease Group was dropped from the S&P/ASX 100 Index, which may affect how some index and benchmark aware investors gain exposure to the stock (Key Developments).Narrative Update • Mar 12
LLC: Upcoming Distribution And New CFO Appointment Will Support Upside
Analysts have adjusted their price target on Lendlease Group slightly lower to reflect a modestly reduced fair value estimate of A$5.48, along with a slightly higher discount rate and a small revision to expected profit margins and future P/E multiples. What's in the News Lendlease Group declared an ordinary unfranked distribution of A$0.06204589 per security for the six months ended December 31, 2025, with an ex date of February 27, 2026, a record date of March 2, 2026, and a payment date of March 18, 2026 (company announcement).New Narrative • Mar 11
Capital Recycling And Australian Development Pipeline Will Reshape Returns Over The Next Decade
Catalysts About Lendlease Group Lendlease Group is an international property and infrastructure group with businesses in investments, development and construction. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 26
LLC: CFO Transition And Upcoming Distribution Will Support Future Upside
Analysts have trimmed their fair value estimate for Lendlease Group from A$6.23 to A$5.55, reflecting updated assumptions around higher revenue growth, slightly lower profit margins, and a modestly lower future P/E multiple. What's in the News Lendlease Group announced an ordinary unfranked distribution of A$0.06204589 per security for the six months ended December 31, 2025, with an ex date of February 27, 2026, a record date of March 2, 2026, and a payment date of March 18, 2026 (Key Developments).New Narrative • Feb 24
Capital Recycling And Construction Pipeline Will Shape Margins While Supporting A Fairly Valued Outlook
Catalysts About Lendlease Group Lendlease Group is an international property and infrastructure company focused on investments, development and construction, with a current emphasis on its Australian operations and global investment platform. What are the underlying business or industry changes driving this perspective?Narrative Update • Feb 11
LLC: Planned Fund Wind-Down And CFO Transition Will Support Future Upside
Analysts have slightly reduced their price target on Lendlease Group to A$6.23 from A$6.29, citing updated assumptions that include a higher discount rate, a marginally lower future P/E of 16.95, and a modestly stronger profit margin outlook. What's in the News Lendlease Corporation Limited announced that Group Chief Financial Officer Simon Dixon will step down on February 28, 2026, following the Half Year Financial Results on February 23, 2026, as part of his decision to relocate to Asia (Key Developments).Narrative Update • Jan 28
LLC: Planned Fund Wind-Down And CFO Transition Will Unlock Future Value
Analysts have reduced their price target on Lendlease Group to A$6.29 from A$6.56, citing updated assumptions that include higher discount rates, revised revenue growth expectations, a lower profit margin outlook and a slightly higher future P/E multiple. What's in the News Group Chief Financial Officer Simon Dixon is set to step down on February 28, 2026, following Lendlease’s Half Year Financial Results on February 23, 2026, as part of his decision to relocate to Asia (company announcement).Analysis Article • Jan 22
Lendlease Group's (ASX:LLC) Business And Shares Still Trailing The Industry
Lendlease Group's ( ASX:LLC ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a buy right now compared...Analysis Article • Nov 21
Lendlease Group (ASX:LLC) Shares Could Be 39% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Lendlease Group fair value estimate is AU$8.52 Current share...Analysis Article • Sep 19
Is Lendlease Group (ASX:LLC) Using Debt In A Risky Way?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Narrative Update • Sep 04
Restructuring And Divestment Will Refocus International Operations
Lendlease Group’s key valuation metrics, including the discount rate and future P/E ratio, remained essentially flat, resulting in the consensus analyst price target holding steady at A$6.56. What's in the News Lendlease Group announced a distribution of AUD 0.16955951 per unit for the six months ended June 30, 2025.Analysis Article • Jun 13
Investors Aren't Buying Lendlease Group's (ASX:LLC) Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.4x Lendlease Group ( ASX:LLC ) is definitely a stock...Analysis Article • May 09
A Look At The Fair Value Of Lendlease Group (ASX:LLC)
Key Insights Lendlease Group's estimated fair value is AU$4.62 based on 2 Stage Free Cash Flow to Equity With AU$5.41...
New Narrative • May 03
Restructuring And Divestment Will Refocus International Operations
Cost reduction and divestment efforts may enhance net margins and focus on high-margin core operations.Analysis Article • Apr 21
Does Lendlease Group (ASX:LLC) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Mar 01
There Is A Reason Lendlease Group's (ASX:LLC) Price Is Undemanding
Lendlease Group's ( ASX:LLC ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a strong buy right now...Analysis Article • Dec 21
Lendlease Group (ASX:LLC) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Nov 29
Lendlease Group's (ASX:LLC) Shares Lagging The Industry But So Is The Business
Lendlease Group's ( ASX:LLC ) price-to-sales (or "P/S") ratio of 0.5x might make it look like a strong buy right now...Analysis Article • Nov 08
We Think Lendlease Group's (ASX:LLC) CEO Compensation Package Needs To Be Put Under A Microscope
Key Insights Lendlease Group to hold its Annual General Meeting on 14th of November Salary of AU$1.78m is part of CEO...Analysis Article • Sep 11
Lendlease Group (ASX:LLC) Use Of Debt Could Be Considered Risky
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analysis Article • Aug 21
Lendlease Group Just Reported A Surprise Loss: Here's What Analysts Think Will Happen Next
Lendlease Group ( ASX:LLC ) last week reported its latest annual results, which makes it a good time for investors to...Analysis Article • Aug 08
The Market Doesn't Like What It Sees From Lendlease Group's (ASX:LLC) Revenues Yet
You may think that with a price-to-sales (or "P/S") ratio of 0.4x Lendlease Group ( ASX:LLC ) is definitely a stock...Analysis Article • Jun 13
Lendlease Group (ASX:LLC) Shares Could Be 49% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Lendlease Group is AU$10.91 based on 2 Stage Free Cash Flow to Equity Current...Analysis Article • May 02
Lendlease Group's (ASX:LLC) Prospects Need A Boost To Lift Shares
Lendlease Group's ( ASX:LLC ) price-to-sales (or "P/S") ratio of 0.4x might make it look like a strong buy right now...Analysis Article • Apr 11
Here's Why Lendlease Group (ASX:LLC) Is Weighed Down By Its Debt Load
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analysis Article • Mar 14
Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 72% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Lendlease Group fair value estimate is AU$11.34 Lendlease...Analysis Article • Feb 22
Lendlease Group (ASX:LLC) Has Announced A Dividend Of A$0.0649
The board of Lendlease Group ( ASX:LLC ) has announced that it will pay a dividend on the 13th of March, with investors...Analysis Article • Feb 20
Earnings Miss: Lendlease Group Missed EPS And Analysts Are Revising Their Forecasts
There's been a notable change in appetite for Lendlease Group ( ASX:LLC ) shares in the week since its half-yearly...Analysis Article • Dec 22
Lendlease Group (ASX:LLC) Looks Inexpensive But Perhaps Not Attractive Enough
You may think that with a price-to-sales (or "P/S") ratio of 0.5x Lendlease Group ( ASX:LLC ) is definitely a stock...Analysis Article • Dec 04
Lendlease Group's (ASX:LLC) Intrinsic Value Is Potentially 65% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Lendlease Group fair value estimate is AU$11.07 Current share...Analysis Article • Nov 16
When Should You Buy Lendlease Group (ASX:LLC)?
While Lendlease Group ( ASX:LLC ) might not be the most widely known stock at the moment, it saw significant share...Analysis Article • Oct 31
Lendlease Group (ASX:LLC) Has No Shortage Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Shareholder Returns
| LLC | AU Real Estate | AU Market | |
|---|---|---|---|
| 7D | -12.1% | -2.8% | -1.5% |
| 1Y | -51.4% | -25.9% | 0.6% |
Return vs Industry: LLC underperformed the Australian Real Estate industry which returned -25.1% over the past year.
Return vs Market: LLC underperformed the Australian Market which returned 0.9% over the past year.
Price Volatility
| LLC volatility | |
|---|---|
| LLC Average Weekly Movement | 6.5% |
| Real Estate Industry Average Movement | 5.6% |
| Market Average Movement | 9.6% |
| 10% most volatile stocks in AU Market | 16.9% |
| 10% least volatile stocks in AU Market | 3.8% |
Stable Share Price: LLC has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: LLC's weekly volatility (7%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1958 | n/a | Penny Ransom | www.lendlease.com |
Lendlease Group operates as a real estate company in Australia, Singapore, Malaysia, China, Japan, the United Kingdom, Italy, and the United States. It operates through Investments, Development, Construction, and Capital Release Unit segments. The company is involved in fund and asset management, as well as real estate co-investment portfolio activities; and creates and develops mixed-use precincts, including build to rent and build to sell apartments, and workplaces, retirement, retail, residential, commercial assets, and social and economic infrastructure.
Lendlease Group Fundamentals Summary
| LLC fundamental statistics | |
|---|---|
| Market cap | AU$1.88b |
| Earnings (TTM) | -AU$749.00m |
| Revenue (TTM) | AU$5.43b |
0.3x
P/S Ratio-2.5x
P/E RatioIs LLC overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| LLC income statement (TTM) | |
|---|---|
| Revenue | AU$5.43b |
| Cost of Revenue | AU$4.99b |
| Gross Profit | AU$437.00m |
| Other Expenses | AU$1.19b |
| Earnings | -AU$749.00m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
Feb 22, 2027
| Earnings per share (EPS) | -1.10 |
| Gross Margin | 8.05% |
| Net Profit Margin | -13.80% |
| Debt/Equity Ratio | 92.2% |
How did LLC perform over the long term?
See historical performance and comparisonDividends
5.7%
Current Dividend Yield-14%
Payout RatioDoes LLC pay a reliable dividends?
See LLC dividend history and benchmarks| Lendlease Group dividend dates | |
|---|---|
| Ex Dividend Date | Aug 21 2026 |
| Dividend Pay Date | Sep 16 2026 |
| Days until Ex dividend | 1 day |
| Days until Dividend pay date | 27 days |
Does LLC pay a reliable dividends?
See LLC dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/19 04:52 |
| End of Day Share Price | 2026/08/19 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2026/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Lendlease Group is covered by 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Nicholas McGarrigle | Barrenjoey Markets Pty Limited |
| Sameer Chopra | BofA Global Research |
| Andrew Scott | CGS International |