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Ayala Land, Inc.PSE:ALI Stock Report

Market Cap ₱216.1b
Share Price
₱15.10
₱31.5
52.1% undervalued intrinsic discount
1Y-39.7%
7D-7.6%
Portfolio Value
View

Ayala Land, Inc.

PSE:ALI Stock Report

Market Cap: ₱216.1b

ALI Community Fair Values

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Ayala Land, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Ayala Land
Historical stock prices
Current Share Price₱15.10
52 Week High₱30.05
52 Week Low₱15.10
Beta0.90
1 Month Change-6.44%
3 Month Change-28.94%
1 Year Change-39.72%
3 Year Change-47.29%
5 Year Change-53.11%
Change since IPO58.14%

Recent News & Updates

ALI: Debt Funding And 2026 Dividends Will Support Future Upside

Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.

ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside

Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.

ALI: Planned Debt Raise And Dividends Will Support Future Upside

Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).

ALI: Planned Debt Funding And Dividends Will Support Future Upside

Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).

Recent updates

ALI: Debt Funding And 2026 Dividends Will Support Future Upside

Analysts have trimmed their fair value estimate for Ayala Land from ₱32.05 to approximately ₱31.50. This reflects updated assumptions that incorporate a slightly higher discount rate, reduced revenue growth expectations, a modestly lower profit margin, and a marginally higher future P/E multiple.

ALI: Debt Funding Plan And 2026 Dividends Will Support Future Upside

Analysts have maintained their fair value estimate for Ayala Land at ₱32.05 per share, with only slight tweaks to inputs such as the discount rate and assumed future P/E. This keeps the overall price target effectively unchanged.

ALI: Planned Debt Raise And Dividends Will Support Future Upside

Analysts kept their fair value estimate for Ayala Land steady at ₱32.05, with a slightly higher discount rate and a modestly higher assumed future P/E multiple shaping the latest price target update. What's in the News The Board plans to seek approval to raise up to ₱40 billion via retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs, with a tenor of up to 10 years (Board meeting agenda, Feb 20, 2026).

ALI: Planned Debt Funding And Dividends Will Support Future Upside

Analysts have trimmed their price target for Ayala Land slightly from ₱32.36 to ₱32.05, reflecting updated assumptions for discount rate, revenue growth, profit margin, and future P/E that point to a more measured outlook for the company’s fair value. What's in the News The board scheduled a meeting on February 20, 2026 to consider raising up to ₱40b in funding with tenors of up to 10 years through retail bonds, corporate notes, listings on the Philippine Dealing and Exchange Corporation, and bilateral term loans, mainly for debt refinancing and partial funding of general corporate needs (company board meeting).

ALI: Planned Debt Raise And Steady Margins Will Support Future Upside

Analysts have trimmed their price target on Ayala Land to ₱32.36 from ₱33.28, citing updated assumptions for the discount rate, modest revenue growth and profit margins, as well as a slightly higher future P/E multiple. What's in the News A board meeting on February 20, 2026 will consider raising up to ₱40 billion in funding with a tenor of up to 10 years through retail bonds, corporate notes, listing on the Philippine Dealing and Exchange Corporation, and/or bilateral term loans, primarily for debt refinancing and partial funding of general corporate requirements (Key Developments).

Leasing And Hospitality Headwinds Will Persist But Long Term Recurring Income Will Eventually Strengthen

Catalysts About Ayala Land Ayala Land is a diversified Philippine real estate company engaged in residential development, commercial leasing, hospitality, estates, industrial facilities and related services. What are the underlying business or industry changes driving this perspective?

ALI: Stable Fair Value And Lower Discount Rate Will Support Upside

Analysts have trimmed their price target for Ayala Land to ₱33.28. This reflects a slightly lower applied discount rate and a modestly reduced future P/E assumption, while keeping revenue growth and profit margin expectations essentially unchanged.

Mall, Office And Hospitality Expansion Will Support A Stronger Long Term Outlook

Catalysts About Ayala Land Ayala Land is a Philippine real estate company with businesses across residential development, malls, offices, hotels, resorts and industrial properties. What are the underlying business or industry changes driving this perspective?

ALI: Regular Cash Dividends And Higher Fair Value Will Support Upside

Analysts have adjusted their fair value estimate for Ayala Land to ₱33.28 from ₱32.37, reflecting refreshed assumptions around the discount rate, long term revenue growth, profit margins, and future P/E expectations. What's in the News Board meeting scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (company disclosure) Board approval of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 at the October 28, 2025 meeting, with record date on November 12, 2025 and payment date on November 26, 2025 (company disclosure) Valuation Changes Fair Value Estimate is now at ₱33.28 per share, compared with the previous ₱32.37.

ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025

Analysts have kept their fair value estimate for Ayala Land steady at ₱32.37 per share, with only slight model adjustments to the discount rate, revenue growth, profit margin and future P/E that reflect refinements rather than a change in their overall view. What's in the News A board meeting is scheduled on October 29, 2025 to consider the declaration of a regular cash dividend of ₱0.2928 per common share for the second half of 2025 (Key Developments).

ALI: Regular Cash Dividends Will Support Share Price Upside Into Late 2025

Analysts have slightly lowered their price target for Ayala Land to PHP 32.37 from PHP 32.83, citing marginally softer expectations for revenue growth and profit margins, even though the discount rate has been modestly reduced and a slightly higher future P/E multiple has been assumed. What's in the News Board meeting scheduled for October 29, 2025, to consider declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments) Board approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 at the October 28, 2025, meeting, with record date on November 12, 2025, and payment date on November 26, 2025 (Key Developments) Valuation Changes Fair Value: Lowered slightly to ₱32.37 from ₱32.83, reflecting a modest reduction of about 1.4 percent.

ALI: Regular Dividend Will Support Share Price Momentum Into Late 2025

Analysts have trimmed their fair value estimate for Ayala Land by roughly 5 percent to about ₱32.83 per share, reflecting expectations of slower revenue growth and slightly softer profit margins, despite a marginally lower discount rate and modestly reduced future P E assumptions. What's in the News A board meeting is scheduled for October 29, 2025 to consider the declaration of a regular cash dividend of PHP 0.2928 per common share for the second half of 2025 (Key Developments).

ALI: Regular Cash Dividend Will Support Share Price Momentum Into Late 2025

Analysts have revised their price target for Ayala Land downward from ₱36.58 to ₱34.70. They cite updated expectations for profitability, revenue growth, and valuation multiples as reasons for the change.

ALI: Dividend Hike And Quezon City Acquisition Will Drive Upside

Analysts have raised their price target for Ayala Land from ₱35.90 to ₱36.58, citing modest improvements in profit margin expectations as well as a slight adjustment to projected growth and discount rates. What's in the News Ayala Land's Board of Directors approved a regular cash dividend of PHP 0.2928 per common share for the second half of 2025.
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Mega Infrastructure And Global Marketing Leap To Drive Dynamic Growth

Strategic expansion in high-demand areas and residential segments is poised to boost sales, bookings, and revenue growth.

Shareholder Returns

ALIPH Real EstatePH Market
7D-7.6%-4.4%-1.5%
1Y-39.7%-19.6%-11.6%

Return vs Industry: ALI underperformed the PH Real Estate industry which returned -19.6% over the past year.

Return vs Market: ALI underperformed the PH Market which returned -11.6% over the past year.

Price Volatility

Is ALI's price volatile compared to industry and market?
ALI volatility
ALI Average Weekly Movement6.2%
Real Estate Industry Average Movement5.8%
Market Average Movement5.3%
10% most volatile stocks in PH Market11.0%
10% least volatile stocks in PH Market3.0%

Stable Share Price: ALI has not had significant price volatility in the past 3 months compared to the PH market.

Volatility Over Time: ALI's weekly volatility (6%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1988n/aAnna Maria Margarita Dywww.ayalaland.com.ph

Ayala Land, Inc. operates as a property developer in the Philippines. The company operates through Property Developments, International, Shopping Centers, Offices, Industrial Real Estate, Hotels and Resorts, Construction, and Property Management and Other segments. It sells high-end and upper middle-income residential lots and units, affordable housing units and lots, and economic housing and leisure community developments; leases residential developments under joint venture; acquires, develops, and sells large-scale, mixed-use, and master-planned communities; and sells override units.

Ayala Land, Inc. Fundamentals Summary

How do Ayala Land's earnings and revenue compare to its market cap?
ALI fundamental statistics
Market cap₱216.06b
Earnings (TTM)₱39.04b
Revenue (TTM)₱190.21b
5.5x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ALI income statement (TTM)
Revenue₱190.21b
Cost of Revenue₱103.03b
Gross Profit₱87.18b
Other Expenses₱48.13b
Earnings₱39.04b

Last Reported Earnings

Dec 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)2.73
Gross Margin45.83%
Net Profit Margin20.53%
Debt/Equity Ratio82.6%

How did ALI perform over the long term?

See historical performance and comparison

Dividends

3.9%
Current Dividend Yield
22%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/30 10:47
End of Day Share Price 2026/04/30 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Ayala Land, Inc. is covered by 24 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russ ToribioBofA Global Research
Edser TrinidadCGS International
Sureeporn SirisansaneeyawongCitigroup Inc