Viva Energy Group Ltd (ASX: VEA), Transurban Group (ASX: TCL) and National Australia Bank Ltd (ASX: NAB) shares are making waves on today.
During the Monday lunch hour, two of the big name S&P/ASX 200 Index (ASX: XJO) shares are underperforming the 0.1% loss posted by the benchmark index at this time, while one is trading in the green.
Here's what's grabbing investor interest.
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NAB shares slide on half year results
NAB shares are down 1.8% at time of writing, changing hands for $39.10 each.
This follows the release of the ASX 200 bank stock's half year results (H1 FY 2026).
Over the half year, NAB recognised a "large notable item" of $949 million relating to a change in its software capitalisation policy.
This was reflected in an 18% half on half decline in the big four bank's statutory net profit after tax (NPAT) to $2.75 billion. Underlying profit was up 6.4%.
Excluding notable items, NAB's half year cash earnings of $3.59 billion were up 2.3% from H2 FY 2025.
On the passive income front, management declared a fully franked interim dividend of 85 cents per share, in line with last year's interim payout.
Investors may be selling the ASX 200 bank stock with NAB forecasting slower credit growth ahead amid ongoing geopolitical risks and inflationary pressures.
Which brings us to…
Transurban shares lift on April traffic increase
Unlike NAB shares, Transurban shares are marching higher today following an update on April's monthly traffic.
Shares in the ASX 200 toll road developer and operator are up 0.6% today, trading for $14.15 each.
The company reported that April traffic in Melbourne was up 1.6%, spurred by growth from the West Gate Tunnel project, while Brisbane traffic increased by 0.7%.
Although Sydney April traffic was down 1.2%, Transurban reported that overall Australian commercial vehicle traffic was up by 10.8%.
And finally…
Viva Energy shares pressured on ongoing refinery slowdown
Viva Energy is joining Transurban and NAB shares in the financial headlines today after the company released an update on its Geelong Refinery, located in Victoria.
The ASX 200 energy stock has come under pressure following the outbreak of a fire at the refinery – one of just two remaining in Australia – on 15 April.
Viva Energy shares are down 1.8% at time of writing today, trading for $2.46 each, after the company confirmed that over the coming weeks it will produce diesel and jet fuel at approximately 80% of capacity and petrol at approximately 60% while its Residue Catalytic Cracking Unit (RCCU) remains offline.
Management expects that repairs to impacted units necessary to restart the RCCU will take around six weeks.
The ASX energy stock expects that production will ramp back up to more than 90% of capacity following the restart of the RCCU in June.
