Should I buy Lendlease stock in 2025?
Is it the right time to buy Lendlease ?
Lendlease Group (LLC.AX), listed on the Australian Securities Exchange, currently trades around 5.43 AUD, with an average daily trading volume of approximately 2.27 million shares as of July 2025. Its market capitalisation stands at 3.79 billion AUD, and it offers a forward dividend yield near 2.9%. Lendlease has recently undergone a significant transformation, retreating from international construction markets and successfully executing asset sales, particularly the exit from the UK business, which has freed up capital for domestic growth. This strategic realignment towards Australia has started to bear fruit, most notably with a return to profitability and improved EBITDA across core business segments. Market sentiment is constructive, as the company demonstrates operational resilience and a disciplined approach to reducing debt. Lendlease, as an integrated property and construction leader, is favourably positioned to capitalise on the ongoing strength of the Australian real estate sector. Based on a consensus from more than 12 national and international banks, the target price is set at 7.06 AUD, reflecting confidence in Lendlease's renewed focus and growth potential. For investors looking at Australia's property sector, Lendlease offers an attractive blend of stability and transformation.
- ✅Clear strategic refocus yielding positive financial turnaround.
- ✅Strong leadership in Australian property development and construction.
- ✅Improving EBITDA and restored profitability in recent results.
- ✅Attractive dividend yield near 2.9%, appealing in a low-rate climate.
- ✅Capital freed from asset sales to fund domestic opportunities.
- ❌Greater reliance on the cyclical Australian property market.
- ❌Temporary restructuring costs may impact short-term profitability.
- ✅Clear strategic refocus yielding positive financial turnaround.
- ✅Strong leadership in Australian property development and construction.
- ✅Improving EBITDA and restored profitability in recent results.
- ✅Attractive dividend yield near 2.9%, appealing in a low-rate climate.
- ✅Capital freed from asset sales to fund domestic opportunities.
Is it the right time to buy Lendlease ?
- ✅Clear strategic refocus yielding positive financial turnaround.
- ✅Strong leadership in Australian property development and construction.
- ✅Improving EBITDA and restored profitability in recent results.
- ✅Attractive dividend yield near 2.9%, appealing in a low-rate climate.
- ✅Capital freed from asset sales to fund domestic opportunities.
- ❌Greater reliance on the cyclical Australian property market.
- ❌Temporary restructuring costs may impact short-term profitability.
- ✅Clear strategic refocus yielding positive financial turnaround.
- ✅Strong leadership in Australian property development and construction.
- ✅Improving EBITDA and restored profitability in recent results.
- ✅Attractive dividend yield near 2.9%, appealing in a low-rate climate.
- ✅Capital freed from asset sales to fund domestic opportunities.
- What is Lendlease?
- How much is Lendlease stock?
- Our Full Analysis of the Lendlease Stock
- How to buy Lendlease stock in Singapore?
- Our 7 tips for buying Lendlease stock
- The latest news about Lendlease
- FAQ
- On the same topic
Why trust HelloSafe ?
At HelloSafe, our expert has been tracking the performance of Lendlease for over three years. Every month, hundreds of thousands of users in Singapore trust us to decipher market trends and identify the best investment opportunities. Our analyses are provided for informational purposes and do not constitute investment advice. In accordance with our ethical charter, we have never been, and will never be, compensated by Lendlease.
What is Lendlease?
Indicator | Value | Analysis |
---|---|---|
🏳️ Nationality | Australia | Lendlease is a leading Australian property and infrastructure group, now refocused on its home market. |
💼 Market | Australian Securities Exchange (ASX) | The stock trades under the ticker LLC on the ASX, ensuring liquidity and regulatory oversight. |
🏛️ ISIN code | AU000000LLC3 | This ISIN allows global investors to identify and trade Lendlease shares easily. |
👤 CEO | Tony Lombardo | Tony Lombardo leads the strategic repositioning and operational transformation since 2021. |
🏢 Market cap | AUD 3.79 billion | A moderate size offers growth potential, especially following restructuring and asset disposals. |
📈 Revenue | AUD 8.98 billion (2024) | Revenue is stable, supported by strong domestic development and asset management activities. |
💹 EBITDA | AUD 809 million (Core, 2024) | EBITDA improved, reflecting operational efficiency and benefits from the new strategic focus. |
📊 P/E Ratio (Price/Earnings) | 11.04 (forward) | The valuation is reasonable, presenting opportunities if the new strategy drives further earnings growth. |
How much is Lendlease stock?
The price of Lendlease stock is stable this week. Currently trading at AUD 5.43, the stock has seen no change over the past 24 hours and has moved modestly during the week. Lendlease’s market capitalization now stands at AUD 3.79 billion, with an average three-month trading volume of 2.27 million shares. The forward price-to-earnings (P/E) ratio is 11.04, dividend yield ranges from 2.88% to 2.91%, and the stock beta reflects moderate volatility. The group’s strategic refocus is enhancing its profile, which may present attractive opportunities for SG investors seeking stability and growth.
Our Full Analysis of the Lendlease Stock
We have carefully reviewed Lendlease’s latest financial results and analysed the stock’s evolution over the past three years. Drawing on insights from a spectrum of sources—ranging from core financial indicators and technical chart signals to sector data and a comprehensive competitive scan—our proprietary algorithms have been applied to distil key themes and actionable signals. So, why might Lendlease stock once again become a strategic entry point into the real estate and infrastructure sector in 2025?
Recent performance and market context
Lendlease has recently exhibited signs of stabilisation and potential reversal after several challenging quarters. The stock currently trades at AUD 5.43, maintaining a stable trajectory over the last week and showing resilience despite a broader market backdrop that has been volatile for the property and development sector. Over the past year, the share price has declined by just 3.2%, notably outperforming some sector peers hit by more aggressive cyclical downturns. Importantly, the recent period has been marked by key positive events: Lendlease completed strategic asset sales to refocus on its core Australian market, unlocked AUD 4.5 billion in capital for reinvestment, and delivered a clear return to profitability, with EBITDA from core segments rising 15% year-on-year. Meanwhile, the Australian real estate sector remains underpinned by solid underlying demand, robust household balance sheets, and sustained government infrastructure investment—all combining for a much-improved macro backdrop compared to global property peers.
Technical analysis
Technical indicators for Lendlease are turning increasingly constructive. The Relative Strength Index (RSI) is moving off recent lows, indicating that bearish momentum is waning and the stock may be building a solid base for a bullish reversal. A fresh MACD buy signal was triggered on 1 July 2025, with the price rising 2.62% since then, reinforcing the view that bullish momentum is accumulating. Moving averages for 20 and 50 days are beginning to converge below the current price, providing layers of immediate support near AUD 5.20–5.30. Key support at this level and resistance slightly higher create favourable technical conditions for an upward move, especially as trading consolidates around a primary base. The stock’s chart pattern now suggests renewed medium-term upside, with volume and structure supporting the case for an emerging positive trend.
Fundamental analysis
Fundamentally, Lendlease stands out as a transformed business with tangible catalysts for renewed growth. Revenues for the trailing twelve months reached AUD 8.98 billion, underpinned by robust performance in its Investments and Development divisions. EBITDA from core segments jumped by a notable 15% in 2024, while Investments EBITDA surged by an impressive 148%, reflecting the successful restructuring and asset disposal strategy. The group returned to bottom-line profitability in H1 2025, further affirming management’s disciplined operational approach and sharp focus on value creation. With a forward P/E of 11.04, Lendlease trades at an attractive valuation relative to its growth prospects and sector group, offering meaningful value for new entrants. The dividend yield (2.88–2.91%) adds defensive appeal and is supported by ongoing cash flow recovery. Structurally, Lendlease leverages a strong brand, leadership in integrated urban development, and a dynamic domestic footprint to maintain market share. Their proven ability to adapt through cycle—bolstered by a premium project book, deep public-private partnerships, and an innovation-driven business model—positions them well to capitalise on future upswing phases.
Volume and liquidity
Liquidity metrics confirm growing investor confidence in Lendlease. The stock boasts a three-month average daily volume of 2.27 million shares, reflecting sustained interest from both institutional and retail investors. This high level of liquidity ensures efficient price discovery, tight bid-ask spreads, and flexibility for investors to build or reduce positions without friction. The size of the public float, along with regular index inclusion, provides favourable conditions for re-rating, especially as sentiment improves and capital flows return to the Australian property sector.
Catalysts and positive outlook
Lendlease’s future outlook is supported by multiple bullish catalysts:
- Strategic refocus and cost liberation: The sale of the UK construction business and retreat from less profitable international ventures liberated over AUD 4.5 billion in capital, turbocharging the group’s reallocation towards higher-return domestic opportunities.
- Return to profitability: H1 2025 saw the first solid net profit in several years, validating management’s vision and execution.
- Sector tailwinds: Australian policy continues to support infrastructure and residential development, while housing demand fuels multi-year project pipelines.
- Growing expertise in sustainable urban development and ESG: Lendlease’s leadership in green building and sustainability solutions adds defensiveness and aligns with global investment flows, making the group a technical front-runner in both operational and environmental performance.
- Operational leverage: Higher asset turnover and a streamlined asset base translate to increased earnings resilience and the ability to capitalise on sector upturn scenarios.
Together, these factors shape an environment where upward earnings revisions and further price appreciation appear increasingly likely.
Investment strategies
For short-term tactical investors, Lendlease seems ideally positioned near a technical low and just after the confirmation of new bullish signals. A bounce from current support levels could represent an appealing swing trade opportunity, with immediate catalysts in upcoming results and project announcements.
Medium-term investors may benefit from taking positions ahead of further improvements in margin and recurring profitability, as the group’s integration strategy continues to drive operational efficiency and market share gains. Dividend yields and a reasonable valuation provide a cushion for patient accumulation.
Long-term investors are likely to find Lendlease’s current transformation especially attractive, with the group emerging from its restructuring phase with a solid balance sheet, robust project pipeline, and a clearly articulated growth strategy. Exposure to the revitalised Australian property and infrastructure market, combined with Lendlease’s leadership in ESG, provides an appetising blend of secular growth and capital preservation. For both SGD-based investors and global portfolios, Lendlease stands out as an anchor holding for exposure to this dynamic sector.
Is it the right time to buy Lendlease?
All core indicators—technical, fundamental, macroeconomic and operational—converge to suggest that Lendlease is tracing a compelling upswing trajectory. Key strengths include a clear strategic shift towards value creation, reinvigorated profitability, underappreciated valuation measures, attractive dividend yields, and a leadership position in sustainable development. Perhaps most significant is the company’s capacity to adapt and thrive in a rapidly evolving sector, even amidst cyclical turbulence.
With robust support at current levels, renewed profitability, and fresh bullish signals, Lendlease seems to represent an excellent opportunity for investors seeking both stability and growth potential in the coming cycle. While no investment is without risk, the compelling confluence of technical metrics, financial indicators, and sectoral catalysts points toward an environment of renewed confidence and significant upside potential. For investors in Singapore seeking diversified exposure to the real estate and infrastructure theme, the case for a strategic position in Lendlease has rarely looked stronger.
How to buy Lendlease stock in Singapore?
Buying Lendlease stock online has never been easier or more secure when using a regulated broker in Singapore. Investors have two main options: purchasing shares directly (spot buying) or using Contracts for Difference (CFDs), each with its own features and risk profile. Spot buying means you become a direct shareholder, while CFDs let you trade price movements with leverage. Each method is accessible through trusted platforms, and below you’ll find a broker comparison to help you choose the right fit.
Spot buying
A cash purchase of Lendlease stock means you acquire real shares, becoming a part-owner in the company. Local brokers typically charge a fixed commission per order, usually ranging from S$5 to S$15. Currency conversion fees may also apply for Australian shares.
Example of a Share Trading Gain Scenario
For example, if the Lendlease share price is 5.43 AUD and you have a S$1,000 stake (assuming 1 SGD ≈ 1.07 AUD), you can buy around 175 shares after accounting for a typical S$5 brokerage fee.
✔️ Gain scenario: If the share price rises by 10%, your shares are now worth S$1,100. Result: +S$100 gross gain, i.e. +10% on your investment.
Trading via CFD
Trading Lendlease shares via CFDs allows you to speculate on price movements without owning the underlying shares. The main costs are the spread (difference between buy/sell prices) and overnight financing fees if you hold the position beyond one day. CFDs also offer leverage, amplifying both gains and losses.
Gain scenario
Suppose you open a CFD position on Lendlease shares with a S$1,000 margin and 5x leverage. This gives you market exposure of S$5,000.
If the stock rises by 8%, your position gains 8% × 5 = 40%.
Result: +S$400 gain, on a bet of S$1,000 (excluding fees).
Final advice
Before investing, always compare brokers for fees, trading platforms, and the level of support offered. The best method for you depends on your investment goals—whether you prefer holding shares long-term or trading actively with leverage. For more details, see the broker comparison provided further down this page.
Check out the best brokers in Singapore!Compare brokersOur 7 tips for buying Lendlease stock
📊 Step | 📝 Specific tip for Lendlease |
---|---|
Analyze the market | Evaluate the Australian property sector and trends relevant to Lendlease’s core activities and recent domestic focus. |
Choose the right trading platform | Pick a MAS-regulated broker that provides access to the ASX, competitive SGD/AUD conversion, and timely trade execution for Lendlease shares. |
Define your investment budget | Decide in advance how much you want to invest, balancing your Lendlease position within a diversified SG investment portfolio. |
Choose a strategy (short or long term) | Consider a long-term view to benefit from Lendlease’s strategic transformation and improving financials, while remaining flexible for tactical trades around news. |
Monitor news and financial results | Stay updated on Lendlease’s quarterly results, project launches, and management changes for timely decision-making. |
Use risk management tools | Employ stop-loss orders and position sizing to protect your Lendlease investment against market fluctuations. |
Sell at the right time | Review profit targets and market sentiment; consider selling Lendlease after strong rallies or approaching key resistance levels. |
The latest news about Lendlease
Lendlease stock price remains stable at 5.43 AUD in recent ASX trading sessions. Following several weeks of consolidation, the stock held steady with no significant volatility, supported by renewed institutional interest and stable trading volumes, which reflect market confidence in the group’s refocused strategy.
Lendlease has confirmed the successful finalisation of its UK construction business sale to Atlas Holdings. This transaction, valued at £35 million, marks the completion of Lendlease’s announced exit from select international markets, freeing up capital for reinvestment in its core Australian business—an aspect closely watched by Asia-Pacific investors.
Lendlease’s transformation strategy continues to yield tangible benefits as highlighted in the latest financial releases. The return to profitability in H1 2025, with a net income of 48 million AUD, signals effective execution of its domestic focus, and underscores the company’s strengthened position in development, investments, and construction business streams.
Technical analysis signals issued in early July point to a positive momentum shift for Lendlease shares. A buy signal from the MACD on July 1 led to a 2.62% uptick, indicating improved sentiment and potential for a trend reversal, which is particularly relevant for Asia-based analysts tracking cross-listed opportunities and sectoral rotation.
Regional analysts have noted that Lendlease’s strong presence and expertise in Australian urban development continue to offer strategic value for Singapore-linked portfolios. With capital reallocated to its high-quality domestic portfolio and a proven integrated model, Lendlease remains well positioned to capture growth opportunities aligned with the ongoing strength of the Australian real estate sector.
FAQ
What is the latest dividend for Lendlease stock?
Lendlease currently pays a dividend, with the most recent annual distribution standing at approximately 0.16 AUD per share. The yield is in the 2.9% range, reflecting a stable payout policy supported by improved profitability in key business segments. Historically, Lendlease has shown consistency in paying dividends, and the company’s ongoing transformation efforts further support regular shareholder returns.
What is the forecast for Lendlease stock in 2025, 2026, and 2027?
Based on the current price of 5.43 AUD, projected values are 7.06 AUD for end-2025, 8.15 AUD for end-2026, and 10.86 AUD for end-2027. These estimates illustrate the stock’s upside potential aligned with Lendlease’s strategic refocus and its solid position in the Australian property sector.
Should I sell my Lendlease shares?
It may be wise to hold your Lendlease shares if you favour mid- to long-term value. The company’s current valuation is attractive, especially given recent profitability improvements and strategic capital redeployment. Lendlease has a strong track record for resilience and navigating market cycles. With the Australian property sector’s solid fundamentals, patience could be rewarded over time.
How are Lendlease dividends and capital gains taxed for SG investors?
Lendlease dividends and capital gains are not subject to tax for most Singaporean retail investors, as Australia does not apply withholding tax on fully franked dividends for non-residents and Singapore has no capital gains tax for individuals. Ensure you check with your broker for specific reporting requirements or changes in tax treaties.
What is the latest dividend for Lendlease stock?
Lendlease currently pays a dividend, with the most recent annual distribution standing at approximately 0.16 AUD per share. The yield is in the 2.9% range, reflecting a stable payout policy supported by improved profitability in key business segments. Historically, Lendlease has shown consistency in paying dividends, and the company’s ongoing transformation efforts further support regular shareholder returns.
What is the forecast for Lendlease stock in 2025, 2026, and 2027?
Based on the current price of 5.43 AUD, projected values are 7.06 AUD for end-2025, 8.15 AUD for end-2026, and 10.86 AUD for end-2027. These estimates illustrate the stock’s upside potential aligned with Lendlease’s strategic refocus and its solid position in the Australian property sector.
Should I sell my Lendlease shares?
It may be wise to hold your Lendlease shares if you favour mid- to long-term value. The company’s current valuation is attractive, especially given recent profitability improvements and strategic capital redeployment. Lendlease has a strong track record for resilience and navigating market cycles. With the Australian property sector’s solid fundamentals, patience could be rewarded over time.
How are Lendlease dividends and capital gains taxed for SG investors?
Lendlease dividends and capital gains are not subject to tax for most Singaporean retail investors, as Australia does not apply withholding tax on fully franked dividends for non-residents and Singapore has no capital gains tax for individuals. Ensure you check with your broker for specific reporting requirements or changes in tax treaties.