The Karoon Energy Ltd (ASX: KAR) share price could be on the move today after the company announced the final investment decision (FID) on developing its Who Dat East oil and gas field in the Gulf of America. Production is slated to start in the second half of 2028, with Karoon expecting a strong return of over 20% IRR.

What did Karoon Energy report?

• The Who Dat East development in the Gulf of America has been officially approved.
• First production is planned for H2 2028 at approximately 5,900 barrels of oil equivalent per day (boepd), 45% liquids and 55% gas (net to Karoon).
• Total capital cost net to Karoon is estimated at US$155–165 million, with US$15–20 million expected to be spent in 2H26.
• At the midpoint, Karoon forecasts an internal rate of return (IRR) above 20% for the project.
• Karoon's working interest in Who Dat East is 40% (NRI), shared with LLOG (operator, 40%) and Westlawn Americas Offshore (20%).

What else do investors need to know?

The Who Dat East project will be a one-well development, tying into existing infrastructure with a 29-kilometre pipeline and upgrades to the floating production system. Oil and gas production will be co-mingled and processed using established Who Dat facilities, keeping costs and operational risks lower.

Karoon plans to review and likely upgrade its current Who Dat East Contingent Resources as part of the 2026 year-end review. The development paves the way for the company to potentially increase reported reserves, boosting future production and revenue streams.

What did Karoon Energy management say?

Commenting on the news, Karoon Energy's CEO, Ms Carri Lockhart, said:

We are delighted to reach FID on Who Dat East. The development is economically attractive and will deliver material low cost, high margin production to Karoon when it comes online in the second half of 2028.

We would like to thank the Who Dat operator, LLOG, and our JV partner Westlawn Americas Offshore, for the strong collaboration on this development and look forward to commencing the construction phase of the project.

What's next for Karoon Energy?

Karoon Energy will focus on construction and installation over the coming years, with capital investments planned mainly from 2026 onwards. The initial production from Who Dat East is expected to augment Karoon's portfolio with higher-margin barrels and diversify its revenue mix once operations begin in 2028.

In the near term, management will assess its resources and reserves position, considering the Who Dat East development milestone ahead of the upcoming 2026 year-end review. Investors can also expect further updates as the project progresses through construction and into production.

Karoon Energy share price snapshot

The Karoon Energy share price trails the S&P/ASX 200 index (ASX: XJO) on a 12-month basis with a decline of almost 11%.

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The post Karoon Energy share price on watch: Who Dat East project gets green light appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Pro Medicus Ltd (ASX: PME) share price could be in focus today after the company announced a 7-year, A$23 million contract with St. Luke's Health System in the US, with rollout scheduled to start immediately and go-live aimed for the first quarter of 2027.

What did Pro Medicus report?

• Signed 7-year, A$23 million contract with St. Luke's Health System
• Contract covers Visage 7 Viewer and Visage 7 Workflow solutions
• Visage 7 platform to be implemented in the cloud
• Based on a transaction-based licensing model
• Go-live targeted for Q1 in the 2027 calendar year

What else do investors need to know?

St. Luke's Health System is Idaho's largest private employer and not-for-profit healthcare provider, spanning 10 medical centres. The deal will see Visage 7 become the enterprise imaging solution across St. Luke's network, including the flagship Boise Medical Center and St. Luke's Children's Hospital.

Pro Medicus highlighted that its transactional, cloud-based model provides potential upside beyond the fixed contract value, as usage grows over time. The company's cloud-first approach is gaining traction in the North American healthcare market, strengthening its market presence and pipeline.

What did Pro Medicus management say?

Commenting on the news, Pro Medicus' CEO, Dr Sam Hupert, said:

St. Luke's provides outstanding, community-based care to patients across southern Idaho, eastern Oregon and northern Nevada. They join an ever growing list of Visage 7 clients to opt for our fully cloud-based platform, which, as a result of our CloudPACS strategy, is becoming the standard in the North American healthcare IT market.

What's next for Pro Medicus?

Implementation planning begins immediately, following Visage's established cloud rollout process, aiming for an early 2027 go-live. Management also pointed to a strong pipeline, spanning academic medical centres and large healthcare networks, which could deliver further growth opportunities.

With its cloud-based platform becoming increasingly popular and the largest addressable market in the sector, Pro Medicus appears to be well positioned for future expansion both in the US and globally.

Pro Medicus share price snapshot

The Pro Medicus share price has been caught up in a tech sell off over the past 12 months and has lost 40% of its value. This compares to a 4% gain from the S&P/ASX 200 index (ASX: XJO) over the same period.

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The post Pro Medicus lands $23m St. Luke's Health System imaging contract appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Pro Medicus. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Pro Medicus. The Motley Fool Australia has recommended Pro Medicus. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The GQG Partners Inc. (ASX: GQG) share price is in focus after the company revealed total funds under management (FUM) rose slightly to US$156.4 billion as at 31 July 2026, despite ongoing net outflows. Investment performance during July added US$5.0 billion across key strategies.

What did GQG Partners report?

• Total FUM at 31 July: US$156.4 billion (up from US$156.0 billion month prior)
• July net outflows: US$4.5 billion across all strategies
• Positive investment performance in July: +US$5.0 billion
• Year to date net outflows: US$19.6 billion since 31 December 2025
• Year to date investment performance: +US$12.2 billion

What else do investors need to know?

GQG Partners saw growth in funds under management in July 2026, despite clients withdrawing more money than they invested. All major strategies (International, Emerging Markets, Global, US) faced net outflows, but these were offset by positive market movements that lifted the underlying value of invested assets.

The company noted that inflows from new and existing clients did not keep pace with outflows in July or year-to-date. Importantly, these results do not include activity related to GQG's Private Capital Solutions division.

What's next for GQG Partners?

Looking ahead, GQG Partners has scheduled its next monthly FUM updates for 11 September, 12 October, and 11 November 2026. The company will likely keep investors updated on net flows, performance, and any changes to strategy.

Management will be looking for ways to stabilise flows and attract more investor capital, while maintaining a focus on delivering positive investment returns.

GQG Partners share price snapshot

Over the past 12 months, the GQG Partners share price has underperformed the S&P/ASX 200 Index (ASX: XJO) by some distance with an 18% decline.

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The post GQG Partners share price on watch following July 2026 FUM update appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Gqg Partners. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The AGL Energy Limited (ASX: AGL) share price is in focus today after the company delivered strong FY26 results, with underlying EBITDA rising 2% to $2,100 million and operating free cash flow jumping 60% to $850 million.

What did AGL Energy report?

• Underlying EBITDA: $2,100 million, up 2% on FY25
• Underlying NPAT: $631 million, down 2% on FY25
• Statutory profit after tax: $756 million
• Operating free cash flow: $850 million, up 60%
• Final dividend: 26 cents per share (fully franked), total FY26 dividend 50 cps
• Dividend payout ratio: 53.3% of underlying NPAT

What else do investors need to know?

AGL grew its customer base by 92,000 services to 4.57 million, boosted by the Ampol Energy acquisition and strong organic growth in energy services. Customer satisfaction hit 84.1%, and decentralised assets under orchestration grew by 250 MW to 1.74 GW.

The company invested more than $600 million in firming projects, including the Liddell and Tomago batteries. Major milestones included the Liddell Battery becoming operational, new gas peaker and wind farm projects, and two long-term power purchase agreements.

AGL also completed the divestment of its stake in Tilt Renewables and exited the telco business, boosting its balance sheet and allowing stronger focus on core energy operations.

What did AGL Energy management say?

AGL's CEO, Damien Nicks, commented:

Overall, EBITDA was two percent higher and Underlying Net Profit marginally lower due to an anticipated increase in depreciation and amortisation, reflecting the continued investment in the availability, flexibility and growth of our asset portfolio, coupled with higher finance costs.

What's next for AGL Energy?

Looking ahead, AGL provided FY27 guidance for underlying EBITDA between $1.9–$2.2 billion and underlying NPAT between $470–$670 million. The dividend payout ratio is targeted to lift to 55–60%, expected to be fully franked.

AGL's strategy is to continue disciplined investment in flexible, low-emissions assets and expand its renewable energy and storage pipeline. Retail transformation and customer innovation remain priorities while the company seeks to capture durable long-term demand growth from electrification and new data centre developments.

AGL Energy share price snapshot

The AGL Energy share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of almost 20%.

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The post AGL Energy posts solid FY26 result, lifts dividend, eyes growth in renewables appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The SEEK Ltd (ASX: SEK) share price is on watch today after the company reported a 17% jump in sales revenue and a record annual dividend for FY2026.

What did SEEK Ltd report?

• Sales revenue rose 17% to $1,284 million
• Net revenue increased 10% to $1,199 million
• EBITDA grew 15% to $530 million, with margin up to 44%
• Adjusted profit climbed 28% to $199 million
• Free cash flow up 21% to $246 million
• Final dividend of 25 cents per share, taking the full-year payout to a record 52 cents, up 13%

What else do investors need to know?

SEEK has delivered its sixth consecutive year of double-digit yield growth across the Asia-Pacific region. Despite softer job ad volumes, especially in Australia and certain Asian markets, strong yield gains and investment in technology have underpinned the group's robust results.

The group's SEEK Growth Fund recorded a net loss of $201 million, mostly on the back of valuation declines in HR SaaS assets. Management says the sale process for the Fund's Employment Hero stake is ongoing, with further asset sales likely before the end of 2026.

What did SEEK Ltd management say?

SEEK CEO and Managing Director Ian Narev commented:

SEEK again delivered against our financial and operating commitments. We recorded our sixth consecutive year of double digit yield growth, ensuring that revenue growth again outpaced cost growth to deliver a fourth consecutive half of operating leverage, despite a slightly weaker volume environment. Placement share was stable, reinforcing our leadership position across our APAC markets.

Strong and consistent operational performance again led to standout financial results. EBITDA was up 15% and adjusted profit up 28%. The resulting 21% increase in free cash flow, combined with our conviction in the future, gave our Board the confidence to determine a record full year dividend. The fact that these results were achieved despite lower paid ad volumes shows the significant benefits of our investment in Platform Unification and AI capability, making SEEK's marketplace even more valuable.

What's next for SEEK Ltd?

Looking ahead, SEEK is targeting revenue of $1,210–$1,280 million and EBITDA of $530–$580 million in FY2027, with continued focus on its AI and technology investments. Management has upgraded its medium-term goals, aiming for at least 10% yield growth annually and mid-single digit cost growth through the cycle.

Despite global economic uncertainties, SEEK expects to continue delivering revenue growth and operating leverage by building on its strong platform, driving product innovation and targeting improved productivity.

SEEK Ltd share price snapshot

The SEEK share price has been out of form over the past 12 months with a disappointing decline of 34%. This compares to a gain of around 4% from the S&P/ASX 200 index (ASX: XJO).

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The post SEEK Ltd FY26 earnings: record dividend and strong revenue rise appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Premier Investments Ltd (ASX: PMV) share price is in focus today after Premier Retail reported FY26 unaudited sales of $795.5 million, down 2% versus last year, and underlying EBIT guidance trimmed to $176 million.

What did Premier Investments report?

• Premier Retail FY26 unaudited sales: $795.5 million, down 2.0% on FY25
• FY26 underlying EBIT: revised to approximately $176 million (previous guidance: $183 million)
• Peter Alexander UK: set to exit three UK physical stores; UK trading to continue online only
• Launch of new loyalty programs for Peter Alexander and Smiggle
• Peter Alexander to open at least five new stores in Australia and NZ in 1H27
• At least 24 Peter Alexander concessions to open at Myer from August 2027

What else do investors need to know?

Premier Retail is continuing to ramp up its strategic initiatives, including rolling out loyalty programs for both Peter Alexander and Smiggle, aiming to drive customer engagement and brand growth. Smiggle's brand reset is said to be progressing well, with a refreshed product direction and enhanced loyalty offering recently introduced.

The company announced plans to close its remaining three Peter Alexander stores in the UK due to challenging trading conditions, while maintaining an online presence in the region. Meanwhile, Peter Alexander is focusing growth efforts on its stronger-performing Australian and New Zealand markets and exploring international wholesale partnerships. The business plans to expand its physical retail footprint locally, including a new flagship store in Sydney.

What did Premier Investments management say?

Premier Chairman Solomon Lew commented:

The discretionary retail conditions in 2H26 have been very challenging, in particular during the latter months of 2H26. Given this environment, the Board believes the FY26 Premier Retail Underlying EBIT result to be a creditable outcome being down 3.8% on the guidance given in March 2026.

Peter Alexander is one of Australia's and New Zealand's most loved brands. While trading conditions in the United Kingdom remain difficult, the decision to close our UK stores allows us to concentrate our investment where the brand is performing strongly.

Our entry to the UK market was phased to allow us to test market response. Premier has strict store profitability and return hurdles and we allocate capital prudently on behalf of our shareholders. We have decided to channel our growth capital for Peter Alexander into our Australia and New Zealand markets, online and potentially capital-light wholesale which we continue to explore with global partners.

Turning to Smiggle, the Board is optimistic about the new and refreshed direction of the Smiggle Brand, which will shortly be unveiled to customers. Significant progress has been made on Smiggle's strategic reset over the past few months. Smiggle will continue its presence in the UK given the Smiggle brand is already well established. We look forward to providing a further update on Smiggle's strategic reset with our FY26 results in September.

Premier maintains a strong balance sheet, we remain disciplined in our approach to capital and confident in the long-term outlook for Premier Retail.

What's next for Premier Investments?

Investors can expect to see more detail on Premier Retail's refreshed strategy and brand initiatives with its official FY26 results due in September. Management will be focusing short-term efforts on bedding down new loyalty programs, rolling out further Peter Alexander store expansions in Australia and New Zealand, and progressing international wholesale growth.

The Smiggle brand's reset and the exit of Peter Alexander's UK stores aim to sharpen the group's focus on its strongest markets and brand opportunities. The company's strong balance sheet gives it flexibility to pursue these plans through changing retail conditions.

Premier Investments share price snapshot

The Premier Investments share price has been among the worst performers on the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of almost 40%.

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The post Premier Investments updates investors on FY26 sales and outlook appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Suncorp Group Ltd (ASX:SUN) share price is in focus today after the insurer posted a net profit after tax (NPAT) of $1,027 million for FY26. Management also declared a fully franked final dividend of 52 cents per share and a 10 cent special dividend, with cash earnings reaching $1,042 million.

What did Suncorp Group report?

• Net profit after tax: $1,027 million (down from $1,823 million in FY25)
• Cash earnings: $1,042 million (FY25: $1,452 million)
• Gross written premium: $15,407 million, up 2.7%
• Fully franked final dividend of 52 cents per share; special dividend of 10 cents per share
• On-market share buy-back of up to $250 million planned for FY27
• Common Equity Tier 1 (CET1) at $518 million above the mid-point of the target range after dividends

What else do investors need to know?

Suncorp's result came amid elevated natural hazard costs, with $2,024 million spent after responding to 18 significant weather events and more than 120,000 natural hazard claims. Natural hazard costs were $254 million above the Group's allowance for the year.

Operationally, the business continued its strategic pivot following the sale of the Suncorp Bank, using proceeds to strengthen its insurance arm. Investments included technology, artificial intelligence, and digital programs aimed at boosting customer experience and claims efficiency.

Suncorp also reported positive momentum in Consumer Insurance, with gross written premium up 5.8% as pricing strategies kicked in. The Commercial and Personal Injury division saw underlying margin improvement and stable growth, despite softer commercial market conditions.

What did Suncorp Group management say?

Commenting on the release, Suncorp's CEO, Steve Johnston, said:

This result demonstrates that a well-run insurance company can deliver for both customers and shareholders. Going forward, Suncorp will have significant financial protection from a multi-year aggregate reinsurance cover which came into effect on 30 June. The aggregate cover is an important component for Suncorp post the bank sale, significantly reducing natural hazard risk and earnings volatility.

What's next for Suncorp Group?

Looking ahead to FY27, Suncorp expects gross written premium growth of 3% to 5%, especially in Consumer and Personal Injury portfolios as it continues price responses to inflation. Underlying insurance trading ratio is forecast in the upper half of the 10%–12% target.

The business will keep investing in digital tools and is targeting to complete a further share buy-back of up to $250 million by the end of FY27. Suncorp aims for a sustainable return on equity above its through-the-cycle cost, supported by ongoing capital management and a focus on shareholder returns.

Suncorp Group share price snapshot

The Suncorp Group share price has been out of form over the past 12 months, falling around 7.5%. This compares to a 4.2% gain from the S&P/ASX 200 index (ASX: XJO).

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The post Suncorp Group FY26 earnings: Profit falls, dividends paid, buy-back coming appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Commonwealth Bank of Australia (ASX: CBA) share price is in focus today following its FY26 results, which saw cash net profit after tax lift 7% to $11.0 billion and a final dividend of $2.70 per share declared.

What did Commonwealth Bank of Australia report?

• Cash NPAT: $11.0 billion, up 7% year on year
• Statutory NPAT: $10.9 billion, up 8%
• Operating income: $30.2 billion, up 6.2%
• Return on equity (cash): 14.0% (up 50 basis points)
• Final dividend: $2.70 per share (fully franked); full-year dividend $5.05 (up 20 cents)
• CET1 (Level 2): 12.0%, well above regulatory minimum

What else do investors need to know?

The bank reported robust growth in both retail and business lending, each outpacing system growth rates. Business lending grew at 1.3 times the system, while home lending matched system growth. Customer engagement continued to deepen, with 655,000 new retail transaction accounts and daily digital logins surpassing 14 million.

Credit quality remained sound despite some pressure from cost-of-living and higher interest rates, with troublesome and non-performing exposures stable at 0.94% of total committed exposures. CBA's technology focus was evident, boasting more than 9.6 million active app users and further rollout of its AI-powered CommBank Companion service.

What did Commonwealth Bank of Australia management say?

Commenting on the results, CBA's CEO, Matt Comyn, said:

In FY26, CBA grew at or above system in each of our five core domestic product categories: home lending, business lending, consumer finance, household deposits and business deposits. It is the first time CBA has achieved this and the first time any major Australian bank has done so in the past 15 years. We remain the main financial institution for one in three Australians and one in four Australian businesses.

What's next for Commonwealth Bank of Australia?

CBA flagged a cautious outlook, with household spending softening and economic growth expected to slow. Even so, the bank remains committed to disciplined growth, technology innovation, and supporting customers facing cost-of-living pressures. Management intends to reinvest for future returns while targeting a sustainable payout ratio within its 70–80% range.

The bank is also preparing for regulatory changes, including new capital frameworks coming into effect in 2027. CBA says its strong balance sheet and conservative capital position leave it well placed for uncertainty and ongoing investment.

Commonwealth Bank of Australia share price snapshot

Over the past year, the Commonwealth Bank of Australia share price has underperformed the S&P/ASX 200 index (ASX: XJO) with a 3% decline.

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The post Commonwealth Bank of Australia share price on watch as profit and dividend rise in FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Bell Potter has been running the rule over a number of results this week.

Three ASX shares that have fared well and been given buy ratings by the broker are named below. 

Here's what it is recommending to clients:

CAR Group Limited (ASX: CAR)

Bell Potter was pleased with this auto listings company's FY 2026 results. It highlights that "CAR reported a solid FY26 result in-line with BPe and consensus."

In light of this, the broker has retained its buy rating on CAR Group shares with a $34.60 price target. Commenting on its recommendation, Bell Potter said:

CAR's result and outlook reinforces our thesis of a preferred risk-adjusted earnings profile due to a geographically diversified network of auto and non-auto classifieds platforms, which generate cash flows to support growth investment and shareholder returns simultaneously. CAR is proactively implementing AI solutions across its platforms and geographies on top of a technical eco-system integrated into Dealer management workflows, network effect and unique data sets. Retain Buy.

Chrysos Corporation Ltd (ASX: C79)

This mining technology company delivered a result a touch short of expectations in FY 2026. The broker highlights that "underlying EBITDA of $27.2m (BPe $28.9m; VA $28.5m), up 69% YoY."

Despite this, Bell Potter has retained its buy rating with an improved price target of $8.70 (from $7.80). It commented:

C79's three-year installation target restores some confidence in management's ability to elevate unit deployment cadence, a key tenet of our Buy thesis. Progressing this target over time should support a valuation re-rate, in our view.

Life360 Inc. (ASX: 360)

This location technology company's shares were sold off yesterday following the release of its quarterly update. Bell Potter notes that "key metrics of average revenue per paying circle (ARPPC) and annualised monthly revenue (AMR) were both modestly below our forecasts."

Nevertheless, it remains very positive on Life360 shares and has retained its buy rating with a slightly trimmed price target of $34.00 (from $35.00). It said:

There is negligible change (i.e. <1%) in our revenue and adjusted EBITDA forecasts in 2026, 2027 and 2028. We continue to be around the middle of both the revenue and adjusted EBITDA guidance ranges in 2026. […] We retain our BUY recommendation and note we expect the buyback to be more active this quarter after only modestly commencing last quarter.

The post Bell Potter names 3 ASX shares to buy after results appeared first on The Motley Fool Australia.

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• Life360 shares sink 15%: Is this growth stock in trouble?

Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Chrysos and Life360. The Motley Fool Australia has positions in and has recommended Chrysos and Life360. The Motley Fool Australia has recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Computershare Ltd (ASX: CPU) share price is in focus today after the company reported a 4.6% rise in revenue to US$3,257.5 million and a 1.9% lift in net profit after tax to US$618.7 million for the year ended 30 June 2026.

What did Computershare report?

• Revenue rose 4.6% to US$3,257.5 million
• Net profit after tax increased 1.9% to US$618.7 million
• Basic earnings per share improved to 106.97 US cents (up from 103.45 US cents)
• Final unfranked dividend declared: 65 AU cents per share
• Interim dividend paid: 55 AU cents per share, 30% franked
• Management adjusted EBIT up 3.1% to US$1,210.7 million

What else do investors need to know?

Computershare benefited from strong ongoing growth in its core business segments. Issuer Services revenue rose 7.7%, Corporate Trust revenue was up 9.6%, and Employee Share Plans revenue jumped a healthy 18%. These gains were partly offset by a decline in Corporate & Other revenue, mainly due to selling the German Communication Services business and UK Mortgage Services (UK MS).

The company completed the sale of its UK MS business in February 2026, realising a net loss on disposal of US$46.3 million and associated redundancy costs of US$32 million. This strategic decision allows Computershare to focus on its core, higher-quality businesses.

What's next for Computershare?

Looking ahead, Computershare is sharpening its focus on Issuer Services, Employee Share Plans, and Corporate Trust, with management highlighting further investments in technology and operational resilience. The group expects continued momentum in core business lines, although margin income may be constrained by prevailing lower interest rates.

The final dividend of 65 AU cents will be paid on 14 September 2026, with the dividend reinvestment plan (DRP) available to eligible shareholders. Investors should note only shares acquired by 19 August 2026 will be entitled to the final dividend.

Computershare share price snapshot

The Computershare share price has had a relatively subdued 12 months and recorded a gain of 2.9%. This is a touch softer than the performance of the S&P/ASX 200 index (ASX: XJO) over the same period.

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The post Computershare posts higher 2026 profit, boosts final dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

On Tuesday, the S&P/ASX 200 Index (ASX: XJO) had a decent session and pushed higher. The benchmark index rose 0.2% to 9,250.6 points.

Will the market be able to build on this on Wednesday? Here are five things to watch:

ASX 200 to fall

The Australian share market looks set for a tough session on Wednesday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 37 points or 0.4% lower. In the United States, the Dow Jones fell 0.35%, the S&P 500 dropped 0.3%, and the Nasdaq tumbled 0.6%.

Oil prices rise

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a good session on Wednesday after oil prices rose again overnight. According to Bloomberg, the WTI crude oil price is up 1.55% to US$83.40 a barrel and the Brent crude oil price is up 1.6% to US$89.10 a barrel. Oil prices continue to rise amid doubts over a potential US-Iran deal for the Strait of Hormuz.

Buy Life360 shares 

Bell Potter remains positive on Life360 Inc. (ASX: 360) shares following the release of the location technology company's quarterly update. Bell Potter has retained its buy rating with a trimmed price target of $34.00 (from $35.00). It said: "We retain our BUY recommendation and note we expect the buyback to be more active this quarter after only modestly commencing last quarter."

Gold price edges higher

ASX 200 gold shares Westgold Resources Ltd (ASX: WGX) and Northern Star Resources Ltd (ASX: NST) could have a reasonably positive session on Wednesday after the gold price edged higher. According to CNBC, the gold futures price is up 0.25% to US$4,429.8 an ounce. The gold price hit a two-month high ahead of US inflation data.

CBA FY 2026 results

Commonwealth Bank of Australia (ASX: CBA) shares will be on watch on Wednesday when the banking giant releases its FY 2026 results. According to a note out of Morgan Stanley, its analysts are expecting the company to report a 6.8% increase in cash profit to $10.95 billion. This is despite expectations for a 2 basis point decline in its net interest margin to 2.06%. A full-year fully franked dividend of $5.05 per share is expected. 

The post 5 things to watch on the ASX 200 on Wednesday appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• With cash profits jumping to $11 billion, are CBA shares now a buy, hold or sell?
• Everything you need to know about the CBA dividend
• Why CBA, Seek, and AGL shares are turning heads on Wednesday
• After crashing 19% this broker says Life360 shares are a buy

Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Austal Ltd (ASX: ASB) share price is on watch today after the company announced an expected FY26 group EBIT loss of around $113 million, driven by non-cash provisions at Austal USA. Meanwhile, the Australasian business is forecast to post a strong EBIT of approximately $62 million, highlighting robust performance locally.

What did Austal Ltd report?

• FY26 group EBIT expected to be a loss of around $113 million (unaudited)
• Austal USA forecast EBIT loss of approximately $175 million, following revised contract recoverability
• Austal Australasia business remains strong, with expected EBIT of about $62 million
• Cash at bank of $312 million as at 30 June 2026; $366 million as at 31 July 2026
• Received a non-binding, conditional offer from Hanwha Defence USA to acquire Austal USA for US$1.05–1.2 billion

What else do investors need to know?

Austal USA has begun formal steps to recover value on certain US defence contracts after discussions failed to secure accelerated contractual relief. This resulted in a notable non-cash accounting provision, impacting reported earnings but not underlying operations or long-term prospects.

Importantly, the non-binding proposal from Hanwha Defence USA to acquire Austal USA excludes the company's Australasian core operations. The strategic shipbuilding agreement with the Commonwealth of Australia remains intact, providing continuity and supporting value for shareholders.

Austal also maintains a healthy liquidity position, with ample undrawn debt facilities and a record $17 billion order book supporting ongoing growth. The proposed sale process is still at an early stage and subject to due diligence and various regulatory approvals.

What's next for Austal Ltd?

The company intends to focus on its high-performing Australasian business, continuing to deliver for government clients and progressing key shipbuilding projects under its long-term agreements. Austal USA will pursue recovery of its US contract claims through formal channels, although the timing and potential outcomes remain uncertain.

With the Hanwha offer now under assessment, Austal's board will evaluate any more certain proposal that emerges, aiming to act in the best interests of all shareholders. Management has reiterated the group's strong balance sheet and commitment to ongoing transparency as events unfold.

Austal Ltd share price snapshot

It has been a terrible 12 months for the Austal share price. During this time, the shipbuilder's shares have lost over 40% of their value. As a comparison, the S&P/ASX 200 index (ASX: XJO) has risen over 4%.

View Original Announcement

The post Austal posts FY26 loss, receives offer for US business appeared first on The Motley Fool Australia.

More reading

• Are Austal shares a buy, hold or sell after soaring 17% yesterday?
• Here are the top 10 ASX 200 shares today
• ASX defence shares have been the trade of the decade. Is it too late to join the party?
• Here are the top 10 ASX 200 shares today
• Here are the top 10 ASX 200 shares today

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Helia Group Ltd (ASX: HLI) share price is under the spotlight after the company delivered a half-year net profit after tax of $100.0 million, down 25% from the prior period, on revenue of $215.6 million.

What did Helia Group Limited report?

• Revenue from ordinary activities: $215.6 million (down 25%)
• Net profit after tax (NPAT): $100.0 million (down 25%)
• Interim dividend declared: 16.0 cents per share, fully franked
• Special dividend declared: 27.0 cents per share, unfranked
• Net tangible assets per security: $3.22 (down from $3.72)

What else do investors need to know?

Helia's result was shaped by lower gross written premiums and a drop in investment revenue compared to last year, reflecting the expiry of key business agreements and softer new business volumes. Although claims incurred remained favourable, the claims benefit was lower than the previous period, resulting in a weaker profit outcome.

Notably, Helia successfully renewed exclusive LMI supply relationships with ING Bank Australia and two other major customers. ING represented 22% of gross written premiums for the half-year, and a new four-year LMI agreement with ING started from 1 July 2026.

The company also announced an extension of its on-market share buy-back program, aiming to repurchase shares up to a maximum value of $75 million by the end of 2026. This follows earlier dividend payments totalling $227.6 million during the first half.

What's next for Helia Group Ltd?

Looking ahead, Helia is focused on maintaining strong capital and customer relationships, especially following key contract renewals. The company's capital ratio remains well above board targets, supporting ongoing returns to shareholders through dividends and buy-backs.

Directors noted that information about likely future developments has not been disclosed due to potential competitive impact, but the group remains dedicated to supporting the Australian mortgage market and pursuing value-adding opportunities.

Helia Group Ltd share price snapshot

The Helia Group share price has had a subdued 12 months, falling around 2.5%. This compares to a 4.4% gain by the S&P/ASX 200 index (ASX: XJO).

View Original Announcement

The post Helia Group posts lower half-year profit but declares interim and special dividends appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Newmont Corporation (ASX: NEM) share price is on watch today after the company struck a major agreement with Barrick Mining Corporation to resolve all outstanding disputes relating to their Nevada Gold Mines joint venture, and will now contribute previously excluded gold developments.

What did Newmont report?

• Amended joint venture agreement with Barrick Mining regarding Nevada Gold Mines.
• Contribution of previously excluded properties: Barrick's Fourmile and Newmont's Fiberline and Mike developments.
• Resolution of all outstanding disputes between Newmont and Barrick over the joint venture.
• Newmont will pay Barrick US$1.95 billion in consideration for the added assets.
• Newmont has provided its consent to Barrick's proposed IPO of its North American gold assets.

What else do investors need to know?

The new agreement also comes with modernised governance provisions for the Nevada Gold Mines joint venture, aiming to enhance collaboration, safety, and operational performance. By ending several years of disputes, both Newmont and Barrick hope to unlock further value from their combined Nevada operations.

Newmont highlighted that the expanded joint venture will help both parties achieve their long-term goals, with a view to delivering benefits for all stakeholders. Investors should also note that Newmont remains the only gold producer listed in the S&P 500 Index, with a global portfolio spanning gold, copper, zinc, and other metals.

What's next for Newmont?

Looking ahead, Newmont plans to work closely with Barrick to improve safety standards, drive efficiencies, and maximise the value of their Nevada Gold Mines assets. The addition of the excluded properties is expected to support stronger long-term growth and profitability for the joint venture.

With this agreement in place, Newmont is also supporting Barrick's plans to list its North American gold assets publicly, which could potentially generate new value for shareholders. Strategic focus will remain on responsible mining practices and sustainable development across all operations.

Newmont share price snapshot

The Newmont share price has made shareholders smile over the past 12 months with a stunning 51% gain. This is significantly better than the 4.4% gain by the S&P/ASX 200 index (ASX: XJO) over the same period.

View Original Announcement

The post Newmont share price on watch after Nevada Gold Mines JV deal with Barrick appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Amotiv Ltd (ASX: AOV) share price is in focus after the company delivered FY26 underlying EBITA in line with guidance, while revenue grew slightly to $1.02 billion and statutory NPAT rebounded strongly year on year.

What did Amotiv Ltd report?

• Revenue up 2.7% to $1.02 billion, driven by volume gains and pricing
• Underlying EBITA of $195.1 million, up 1.6% and meeting company guidance
• Statutory NPAT improved to $75.1 million, reversing a $106.3 million loss in the prior year
• Gross margin at 42.8%, down 1 percentage point; improved in the second half on pricing actions
• Cash conversion strong at 93.1%, net debt reduced to $376.5 million
• Full year dividend up to 43.0 cents per share, with $74.8 million returned to shareholders

What else do investors need to know?

Amotiv's segments performed at different paces, with 4WD Accessories & Trailering revenue up 3.8% but earnings down on margin pressure and increased depreciation. Lighting, Power & Electrical earnings jumped 11.1% with margin expansion, largely due to cost-saving from the Amotiv Unified program and legal benefits. Meanwhile, Powertrain & Undercar grew both revenue and EBITA, led by filtration and brake sales plus accelerating electric vehicle-related business.

The company kept leverage inside its targeted range, supported by healthy cash flow. Amotiv completed a share buyback, improving capital management, and further reduced net debt. The group's board declared a fully franked final dividend of 23.0 cents per share, payable 15 September 2026.

What's next for Amotiv Ltd?

Looking to FY27, Amotiv expects modest growth in both revenue and underlying EBITA, with increased offshore contributions likely to offset softer local trading. The company plans to continue investing in its Amotiv Unified strategy for operational efficiency and to drive growth, particularly in the US and European markets.

Management will focus on balancing investment with shareholder returns, maintaining a strong balance sheet, and monitoring geopolitical developments. Further benefits from pricing and operating efficiencies are expected in the year ahead, with more upside anticipated in the second half.

Amotiv Ltd share price snapshot

It has been a tough 12 months for the Amotiv share price. During this time, its shares have declined by 18% compared to a 4.4% gain by the S&P/ASX 200 index (ASX: XJO).

View Original Announcement

The post Amotiv Ltd FY26 earnings steady, dividend lifted appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The SGH Ltd (ASX: SGH) share price is in focus today after the diversified conglomerate posted a full-year net profit of $689.2 million, up 31.8%, even as revenue slipped 1.4% to $10.59 billion.

What did SGH Ltd report?

• Revenue from continuing operations fell 1.4% to $10,589 million
• Net profit attributable to members rose 31.8% to $689.2 million (statutory)
• Underlying net profit down 0.4% to $920.1 million
• Final fully franked dividend of 32 cents per share, bringing total FY26 dividends to 64 cents
• Net tangible asset backing improved to $7.33 per share (up from $6.29 last year)

What else do investors need to know?

SGH's underlying profit before net finance expense and tax from continuing operations was $1,554.2 million, a 1.1% gain on last year. The group's results were impacted by significant items including impairments of equity accounted investees.

During the year, SGH divested its wholly owned interest in Boral Insurance Pty Limited. SGH continues to hold major interests in WesTrac, Boral, Coates, and stakes in Beach Energy and Southern Cross Media Group.

What's next for SGH Ltd?

The board declared a final dividend of 32 cents per share, payable on 9 October 2026. Investors should watch for ongoing developments across SGH's portfolio, which spans industrial services, energy, and media.

Looking ahead, SGH says it remains focused on driving operational efficiency across its businesses while building on its market-leading positions in core sectors.

SGH Ltd share price snapshot

The SGH share price has struggled compared to the S&P/ASX 200 index (ASX: XJO) over the past 12 months. During this time, the company's shares have lost over 10% of their value, while the benchmark index is up 4.4%.

View Original Announcement

The post SGH Ltd posts strong FY26 profit despite revenue dip appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Life360 Inc. (ASX: 360) share price is in focus today after the company posted record Q2 FY26 results, with total revenue up 38% to US$159 million and monthly active users surpassing 100 million.

What did Life360 report?

• Total revenue rose 38% year over year to US$159.0 million.
• Adjusted EBITDA increased 53% to US$31.1 million.
• Annualised Monthly Revenue grew 29% to US$537.2 million.
• Paying Circles jumped 27% to 3.2 million.
• Advertising revenue reached a record US$22 million, up 315% year over year.
• Operating cash flow grew 79% to US$23.8 million.

What else do investors need to know?

Life360 achieved strong momentum across its core business segments. Global monthly active users increased by 4.6 million in the quarter, bringing the total to approximately 102.4 million – up 16% compared to the previous year. Paying Circles also saw impressive growth, led by continued traction in both the US and international markets.

The company ended the quarter with US$467.7 million in cash, cash equivalents, restricted cash, and short-term investments. Operating expenses rose 43% year over year to US$127 million, primarily due to company growth and integration costs from the Nativo acquisition. Despite these higher costs, margins improved as Life360 integrated its new advertising platform and invested in product innovation and AI.

What did Life360 management say?

Life360"s CEO, Lauren Antonoff, commented:

This quarter, Life360 crossed 100 million monthly active users—proof of the trust millions of families place in us to stay connected, coordinated, and safe. Disciplined execution drove strong Paying Circle growth and put MAU back on the growth trajectory we outlined last quarter.

With the Life360 Ads Platform integration largely complete, we're now focused on building awareness and commercial momentum. In Q3, we're furthering our commitment to serve all life stages—from pet parents to kids and aging adults—reinforcing our position as the platform that makes everyday family life better.

What's next for Life360?

Looking ahead, Life360 expects revenue growth to accelerate into the second half of 2026. The company is forecasting FY26 consolidated revenue between US$650 million and US$685 million, and Adjusted EBITDA of US$130 million to US$140 million.

Life360 will continue to invest in product innovation, artificial intelligence, and the scaling of its advertising platform, while exploring international expansion. Management remains confident in striking the right balance between growth investments and improving profit margins.

Life360 share price snapshot

The Life360 share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a disappointing decline of 22%.

View Original Announcement

The post Life360 posts record Q2 2026 result as users top 100 million appeared first on The Motley Fool Australia.

More reading

• After crashing 19% this broker says Life360 shares are a buy
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• Were the Life360 results really as bad as the market suggests?
• Life360 shares sink 15%: Is this growth stock in trouble?

Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

There are a lot of ASX dividend shares out there for income investors to choose from.

To narrow things down, let's look at three that Bell Potter has just named as buys. Here's what it is recommending:

CAR Group Limited (ASX: CAR)

Bell Potter thinks this auto listings company's shares are in the buy zone with a price target of $34.60.

It was pleased with its performance in FY 2026 and believes it supports its bullish view on the stock. The broker explains:

CAR's result and outlook reinforces our thesis of a preferred risk-adjusted earnings profile due to a geographically diversified network of auto and non-auto classifieds platforms, which generate cash flows to support growth investment and shareholder returns simultaneously. CAR is proactively implementing AI solutions across its platforms and geographies on top of a technical eco-system integrated into Dealer management workflows, network effect and unique data sets

As for income, Bell Potter is forecasting partially franked dividend yields of 3.2% in FY 2027 and then 3.6% in FY 2028.

Dexus Convenience Retail REIT (ASX: DXC)

The broker remains positive on this REIT following its FY 2026 results. In response, it has retained its buy rating and $3.15 price target.  

Bell Potter thinks that FY 2027 will be the bottom for the company and that it is onwards and upwards from there. But in the meantime, it still expects some very big dividend yields. The broker explains:

We believe FY27 FFO guidance of 20.4c marks a trough, with the -2.3% decline reflecting rising debt costs, not softening fundamentals. Growth should resume in FY28 as rate headwinds fade and rent reviews/development upside/buyback accretion flow through, supported by balance sheet capacity. The shift toward nonfuel/QSR improves diversity of income. We see DXC as undervalued, trading at a 30% discount to NTA and 7.8% yield vs 5.9% sector avg.

As mentioned above, Bell Potter expects dividend yields of 7.8% in both FY 2027 and FY 2028.

Nick Scali Limited (ASX: NCK)

Bell Potter was reasonably pleased with this furniture retailer's FY 2026 results, noting that its profit was in line with expectations thanks to strong gross margins and better than expected profitability in the UK. 

This saw the broker retain its buy rating on the ASX dividend share with a trimmed price target of $21.00. It commented:

Our TP decreases by 5% to $21.00 driven by mid-term earnings revisions however with some offset from our long-term UK profitability expectations and time creep. Our target P/E multiple remains unchanged at 23x on a FY27e basis. With a cautiously optimistic view on the broader Consumer Discretionary sector and looking through to CY27 opportunities, we see NCK's gross margins better placed vs our coverage in a potential downside than expected in our revenue assumptions. We view NCK among the highest quality retailers in our coverage and UK offering sufficient growth levers.

With respect to income, Bell Potter is forecasting fully franked dividend yields of 4.5% in FY 2027 and then 4.9% in FY 2028.

The post Bell Potter names 3 ASX dividend shares to buy appeared first on The Motley Fool Australia.

More reading

• Bell Potter names 3 ASX shares to buy after results
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• This ASX 200 stock is expected to rise 22% in the next 12 months – Expert
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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended CAR Group Ltd and Nick Scali. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) had a poor start to the week. The benchmark index fell 0.3% to 9,232.6 points.

Will the market be able to bounce back from this on Tuesday? Here are five things to watch:

ASX 200 to edge lower

The Australian share market looks set for a subdued session on Tuesday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 4 points lower. In the United States, the Dow Jones fell 0.1%, the S&P 500 edged 0.05% lower, and the Nasdaq dropped 0.3%.

Buy CAR Group shares

CAR Group Limited (ASX: CAR) shares are good value according to Bell Potter. This morning, in response to the auto listings company's results, the broker has retained its buy rating and $34.60 price target on its shares. It said: "CAR's result and outlook reinforces our thesis of a preferred risk-adjusted earnings profile due to a geographically diversified network of auto and non-auto classifieds platforms, which generate cash flows to support growth investment and shareholder returns simultaneously."

Oil prices jump

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a strong session on Tuesday after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 5.1% to US$82.17 a barrel and the Brent crude oil price is up 5% to US$87.73 a barrel. This was driven by doubts over the prospects of a US-Iran deal for the Strait of Hormuz.

Gold price rises again

ASX 200 gold shares Genesis Minerals Ltd (ASX: GMD) and Capricorn Metals Ltd (ASX: CMM) could have a positive session after the gold price rose overnight. According to CNBC, the gold futures price is up 1.1% to US$4,449.6 an ounce. Traders continue to bid gold prices higher on reducing interest rate bets.

ASX 200 results

A number of ASX 200 shares will be releasing results today and will be worth watching closely. This includes diversified investment company SGH Ltd (ASX: SGH), lenders mortgage insurance provider Helia Group Ltd (ASX: HLI), automotive retailer Amotiv Ltd (ASX: AOV), and location technology company Life360 Inc. (ASX: 360). Bell Potter expects the latter to outperform paying circle expectations with the addition of 155,000 new paid users (vs consensus estimate of 135,000).

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

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• After crashing 19% this broker says Life360 shares are a buy
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Motley Fool contributor James Mickleboro has positions in Life360. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Life360. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended CAR Group Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Arena REIT (ASX: ARF) share price is in focus as the company announced a delay to its FY2026 results and confirmed distributions grew 5.5% this year.

What did Arena REIT report?

• Annual distribution for FY2026 rose 5.5% to 19.25 cents per security, in line with guidance
• June quarter distribution paid of 4.8125 cents per security on 6 August 2026
• Tenant Edge Early Learning represents 14% of annual rental income; all rent received up to 31 July 2026
• Average centre occupancy in stabilised portfolio was 76.7% at 31 March 2026 (down from 79.3% in 2025)
• Net rent to gross revenue remained stable at 10.0% for the period

What else do investors need to know?

Arena is working with tenant Edge Early Learning, which requested a rent deferral in late July as it pursues a business restructure. Edge did not pay rent due on 3 August 2026, prompting Arena to issue lease default notices the following day. Arena holds about $4 million in bank guarantees and security deposits from Edge to help secure its position.

Arena has enlisted McGrathNicol for advice and is assessing its options to protect rental income and asset values. Despite the situation with Edge, Arena reaffirmed that distributable income and distributions for FY2026 have not been affected.

What's next for Arena REIT?

Arena has postponed its FY2026 financial results announcement, originally due out on 12 August, to allow for an independent valuation review of properties leased to Edge. The company expects to report results in the week beginning 17 August 2026 and says it will update investors when more information is available.

Arena remains focused on preserving asset value, maximising outcomes for securityholders, and working constructively with Edge to find a way forward. Management continues to actively monitor the situation and consider all available options.

Arena REIT share price snapshot

It has been a disappointing 12 months for the Arena REIT share price. During the period, the ASX property stock has underperformed the S&P/ASX 200 Index (ASX: XJO) with a decline of 13%.

View Original Announcement

The post Arena REIT postpones FY2026 earnings result as Edge Early Learning seeks rent relief appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.