These were the worst-performing ASX 200 shares in October

These shares were sold off last month. Let's find out why.

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Key points

  • The S&P/ASX 200 Index experienced volatility but ultimately gained 0.35% in October, closing at 8,881.9 points, while several shares significantly weighed down the index.
  • WiseTech Global fell 23.4% following an ASIC and AFP raid related to share sales, with no charges laid so far.
  • Bapcor, DroneShield, and Light & Wonder saw notable declines due to disappointing profit guidance, strategic shifts, and despite strong revenue growth, impacting investor sentiment.

The S&P/ASX 200 Index (ASX: XJO) had a volatile month but managed to record a small gain. The benchmark index rose 0.35% to end at 8,881.9 points.

Four ASX 200 shares that acted as a drag on the index are named below. Here's why they were the worst-performing shares in October:

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price was the worst performer on the ASX 200 in October with a decline of 23.4%. The catalyst for this is news that the logistics solutions platform provider's office was raided by officers from ASIC and the Australian Federal Police. The company advised that they came searching for information relating to share sales by its founder, Richard White, and several colleagues late last year and through to early this year. WiseTech noted that no charges had been laid as of the release of its announcement.

Bapcor Ltd (ASX: BAP)

The Bapcor share price wasn't far behind with a decline of 20.2%. Investors were selling this auto parts retailer's shares after it released its guidance for FY 2026. The Burson Auto Parts owner revealed that first half underlying profit is expected to be in the range of $14 million to $18 million. This will be down materially from $45.5 million in the prior corresponding period. On a statutory basis things will be even worse, with a profit of just $3 million to $7 million expected. And this doesn't include any potential impairments associated with the New Zealand segment. Its market capitalisation has fallen so much now that it could be at risk of being kicked out of the ASX 200 index soon.

DroneShield Ltd (ASX: DRO)

The DroneShield share price was out of form and tumbled 17.8% over the period. This was despite the counter drone technology company releasing an impressive quarterly update. DroneShield reported a 1,091% increase in revenue to $92.9 million for the third quarter of FY 2025. This was a record quarter of revenue and more than double its previous record. Management also revealed that its committed revenue for 2025 is now $193.1 million. This compares to the $57 million of revenue it recorded for the whole of 2024. DroneShield's shares remain up over 400% year to date despite this pullback.

Light & Wonder Inc. (ASX: LNW)

The Light & Wonder share price had a tough month and dropped 15.6%. Last month, the gaming technology company provided notice of its intention to delist from the Nasdaq in order to transition to a sole primary listing on the Australian share market. It said: "Our decision to transition to a sole primary listing on the ASX reflects our strategic focus on aligning our capital markets presence with our long-term growth plans and shareholder base. We are seeking to consolidate trading liquidity onto the ASX, a deep and liquid market that has a robust understanding of the gaming sector." This may have led to some US investors selling down their holdings.

Motley Fool contributor James Mickleboro has positions in WiseTech Global. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield, Light & Wonder, and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia has recommended Light & Wonder. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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