Rio Tinto Ltd (ASX: RIO), Fortescue Ltd (ASX: FMG) and BHP Group Ltd (ASX: BHP) shares put in mixed performances in August.

Two of the S&P/ASX 200 Index (ASX: XJO) mining giants charged ahead of the 1.1% gains posted by the benchmark index in August, while one finished in the red.

Looking at the miners' top two revenue earners, the iron ore price dipped around 2% in August to close the month at US$96 per tonne. But the copper price increased by 3.7% to end the month at US$14,294 per tonne, according to data from Bloomberg.

August also saw all two of the miners release their full-year results.

Here's what's been happening.

BHP shares lead the charge

The best performing of the big three ASX 200 mining stocks in the month just past is also the biggest of them all.

BHP shares closed on 31 August trading for $66.23 each, up 9.8% for the month.

BHP released its full year FY 2026 results on 18 August.

Highlights from the 12 months included 15% year-on-year increase in revenue to US$58.8 billion. Underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) leapt 27% to US$32.9 billion.

On the bottom line, the miner reported a 30% increase in underlying profit to US$13.2 billion.

That saw management boost the final FY 2026 dividend to $1.392 per share, up 51.5% from last year's final dividend payout.

If you want to bank the boosted BHP dividend, you'll need to own shares at market close today. The ASX 200 miner trades ex-dividend on Thursday. You can then expect to see that passive income hit your bank account on 23 September.

BHP shares closed up 2.7% on the day of the results release.

Rio Tinto shares trade ex-dividend

Like BHP shares, Rio Tinto shares outperformed in August, closing the month at $174.81 apiece, up 2.5%.

We should also note that Rio Tinto stock traded ex-dividend on 13 August. Investors who held the ASX 200 mining stock on 12 August will receive the $3.029 fully franked interim dividend on 24 September. If we add that back into the 31 August closing price, then the cumulative value of Rio Tinto shares gained 4.3% over the month.

Rio Tinto reported its half year results on 29 July. There was no fresh price sensitive news out from the company in August.

Fortescue shares take a tumble

Unlike Rio Tinto and BHP shares, Fortescue shares lost ground in August, closing the month trading for $17.70 apiece, down 4.4%.

Fortescue reported its FY 2026 results on 20 August.

On the positive side of the ledger, the miner reported revenue of US$17 billion, up 9% year-on-year. And underlying net profit after tax (NPAT) was up 3% to US$3.5 billion.

However, statutory NPAT of US$2.9 billion was down 15%. That was primarily due to the US$525 million non-cash impairment charge relating to Iron Bridge, and a US$73 million compensation claim expense.

On the passive income front, Fortescue declared a fully franked final dividend of 46 cents per share, down 23.3% from last year's final payout. The stock traded ex-dividend yesterday.

Fortescue shares closed down 0.6% on the day of the results release.

The post Here's how Fortescue, Rio Tinto and BHP shares stacked up in August appeared first on The Motley Fool Australia.

More reading

• Why is the ASX 200 having its worst day in 3 months?
• Last chance to grab the supersized BHP dividend today
• How much passive income can I earn off a $630,000 superannuation balance
• Fortescue shares just hit a 52-week low. Is it time to buy?
• Buy, hold, sell: South32, Mineral Resources, BHP shares

Motley Fool contributor Bernd Struben 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) gained 1.1% in August, but Qantas Airways Ltd (ASX: QAN) shares didn't join in the rally.

Shares in the ASX 200 airline stock closed out July trading for $9.95. When the closing bell sounded on 31 August, shares were swapping hands for $9.42.

This saw the Qantas share price down 5.3% in the month just past.

Atop keeping one eye on the turbulent global oil prices in August, investors also pored over Qantas' full-year FY 2026 results.

Here's what's been happening.

Qantas shares saddled with higher fuel costs

Qantas released its full financial year results on 27 August.

And most of the figures were down from FY 2025.

Management estimated that the impact from the Middle East conflict had so far cost the airline $420 million, largely due to higher jet fuel costs. Qantas' total fuel cost for FY 2026 came out to $5.7 billion.

Qantas reported underlying earnings per share of 96 cents, down 12.7% year on year.

And on the bottom line, the company's underlying profit before tax of $2.06 billion was down 13.8% from FY 2025.

On the passive income front, the ASX 200 airline declared a fully-franked final dividend of 19.8 cents per Qantas share. That's down 25% from last year's final dividend payout.

That dividend is still up for grabs, by the way.

If you want to bank the final Qantas dividend, you'll need to own shares at market close on 14 September. Qantas stock trades ex-dividend on 15 September. You can then expect to see that passive income land in your account on 14 October.

Qantas shares closed up 4.8% on the day of the results release.

As for that turbulent oil price this last month, Brent crude oil kicked off August at around US$90 per barrel. It then dropped to US$79 per barrel by 4 August amid hopes of a Middle East peace deal. But as talks faltered, oil pushed higher again.

Brent crude oil ended August right about where it started, at around US$90 per barrel, according to data from Bloomberg.

Despite higher fuel costs, Qantas expects to see its unit revenues grow by 8% to 10% in the first half of FY 2027.

How has the ASX 200 airline stock been performing in 2026?

As we head into the Wednesday lunch hour today, Qantas shares are changing hands at $9.26 apiece, down 11.8% year to date and trailing the 2.7% gains posted by the ASX 200 over the same period.

The post Buying Qantas shares? Here's what happened with the ASX 200 airline in August appeared first on The Motley Fool Australia.

More reading

• How many Qantas shares do I need to buy for $10,000 per year of passive income?
• 2 ASX shares highly recommended to buy: Experts
• 5 ASX 200 shares with 33% to 61% upside post-results: experts
• Would I buy Qantas shares today?
• 9 ASX 200 shares with strengthened buy ratings this week

Motley Fool contributor Bernd Struben 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.

The S&P/ASX 200 Index (ASX: XJO) closed up 1.1% in the month just past, with Coles Group Ltd (ASX: COL) shares trailing those gains while Woolworths Group Ltd (ASX: WOW) shares just edged out the benchmark index.

Closing on 31 August trading for $24.04 apiece, Coles shares slipped 0.2% over the month.

Woolworths shares went the other way, gaining 1.4% to close the month at $40.31 each.

Both of the ASX 200 supermarket giants reported their full-year FY 2026 results in August.

Here's what's been happening.

Woolworths shares march higher in August

Woolworths shares were in focus on 26 August following the release of the company's FY 2026 results.

The company achieved solid growth over the year, with sales of $71.54 billion, up 3.6% from FY 2025. Earnings before interest, taxes, depreciation and amortisation (EBITDA) (before significant items) increased by 6.7% year on year to $6.09 billion.

And on the bottom line, Woolworths reported a net profit after tax (NPAT) of $1.60 billion, up 15.4% (before significant items).

Passive income investors were rewarded with a 15.6% increase in the final fully-franked Woolworths dividend, which came out to 52 cents per share.

"Sales momentum together with strong productivity and cost discipline has delivered solid EBIT growth with an increased contribution from all trading segments," Woolworths CEO Amanda Bardwell said.

Woolworths shares closed up 3.4% on the day of the results release.

Coles shares jump on results, slip over the month

Coles released its own FY 2026 results on 25 August.

Over the 12 months, Coles reported sales revenue of $45.58 billion, up 2.8% year on year. Earnings before interest and tax (EBIT) of $2.32 billion were up 9.9% (excluding significant items).

On the bottom line, Coles NPAT came out to $1.26 billion (excluding significant items), up 13.7% from FY 2025.

Coles declared a 37-cent per share fully-franked final dividend, up 15% from the prior final dividend payout.

If you want to bank the final Coles dividend, there's still time. But not much!

To grab that passive income, you'll need to own shares at market close today. Coles shares trade ex-dividend on 3 September.

Coles shares closed up 4.9% on the day of the results release.

How have the ASX 200 supermarkets been tracking in 2026?

In morning trade today, Coles shares are changing hands for $23.74 apiece, up 11.3% year to date.

Woolworths shares are trading for $39.36 each, up 33.7% in 2026.

The post Coles versus Woolworths shares: Which ASX supermarket giant outperformed in August? appeared first on The Motley Fool Australia.

More reading

• How to build an ASX portfolio you can stick with for 10 years
• Don't panic if these 9 ASX 200 shares fall today
• 5 things to watch on the ASX 200 on Tuesday
• How much superannuation do I need to earn $90,000 per year in passive income?
• Up 12%: Is there still value in Coles shares?

Motley Fool contributor Bernd Struben 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.

Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) shares were in focus in August as both S&P/ASX 200 Index (ASX: XJO) energy stocks reported their half-year results.

Both companies also faced fluctuating oil and gas prices over the month.

The Brent crude oil price started August at around US$90 per barrel, falling to US$79 per barrel by 4 August amid promising Middle East peace negotiations. But as those negotiations faltered, oil marched higher again to end August right about where it started, at around US$90 per barrel, according to data from Bloomberg.

By market close on 31 August, one of the ASX 200 energy stocks had materially outperformed the 1.1% gains posted by the benchmark index over the month, while the other finished in the red.

Here's what's been happening.

Woodside shares slip in August

Woodside shares were the underperformers in August, closing the month down 1.6% at $32.42 apiece.

Woodside reported its half-year results on 25 August.

Over the six months, the company raked in US$7.45 billion in operating revenue, up 13% year on year.

And on the bottom line, Woodside's net profit after tax (NPAT) of US$1.67 billion was up 27%.

Despite the profit boost, the fully-franked interim dividend of 79.5 cents a share was down 2.8% from last year.

That Woodside dividend is still up for grabs, by the way. But not for long. Woodside stock trades ex-dividend tomorrow, 3 September. So if you want to bank that passive income payout, you'll need to own shares at market close today.

Woodside shares closed down 1.4% on the day of the half-year results release.

Santos shares outperform

Santos shares outpaced Woodside shares and the ASX 200 in August, gaining 3.8% over the month to close on 31 August at $8.14 apiece.

But Santos' performance is actually better than this figure indicates.

That's because Santos stock traded ex-dividend on 24 August.

So investors who held the stock on 21 August (a Friday) will be receiving that payout on 23 September.

If we add that 16.3 cents per share unfranked dividend back into the 31 August closing price, then the accumulated value of Santos shares gained 5.9% over the month just past.

Atop the dividend news, when Santos released its half-year results on 19 August, the company reported a 2% year-on-year increase in sales revenue to US$2.62 billion.

And sales volumes increased by 1.7% to 48 million barrels of oil equivalent (mboe).

Investors also didn't appear overly concerned about the 19% decline in Santos' half-year statutory net profit after tax (NPAT), which declined to US$355 million.

Instead, investors look to be focused on the company's growth potential as its major projects come on line and near completion.

The company provided full calendar year production guidance of 99 to 105 mboe.

Santos shares closed up 2.5% on the day of the half-year results release.

How have the ASX 200 energy stocks tracked in 2026?

As of early morning trade today, Santos shares are up 37.1% year to date.

Woodside shares have gained 42.1% so far in 2026.

The post Santos versus Woodside shares: Which ASX energy stock outperformed in August? appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: New Hope, BOQ, Santos shares
• Why is the ASX 200 having its worst day in 3 months?
• 5 things to watch on the ASX 200 on Wednesday
• When to sell your ASX shares? Warren Buffett has 3 answers
• How much passive income can I earn off a $630,000 superannuation balance

Motley Fool contributor Bernd Struben 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.

Recently trading for $158.69 apiece, Commonwealth Bank of Australia (ASX: CBA) shares have fallen 6.1% over the past 12 months.

For some context, the S&P/ASX 200 Index (ASX: XJO) has gained 1.4% over this same period.

Though we shouldn't dismiss the two fully franked dividends the ASX 200 bank stock paid over the past year. CBA stock trades on a 3.2% fully franked trailing dividend yield.

But with economic headwinds brewing, Morgans' Damien Nguyen expects CBA could continue to underperform the benchmark in the months ahead (courtesy of The Bull).

Should I sell CBA shares today?

"The CBA continues to deliver resilient earnings, strong capital levels and industry leading returns, reinforcing its position as Australia's premier banking franchise," Nguyen said.

He added:

However, the earnings growth outlook remains relatively modest as intense competition and margin pressure possibly weigh on profitability. Despite these headwinds, the stock trades at a significant premium to its peers and historical valuations.

Indeed, CBA shares trade on a price to earnings (P/E) ratio of around 24 times, the highest among the ASX 200 bank stocks.

Summarising his sell recommendation, Nguyen concluded, "With limited scope for earnings upgrades, we believe the share price leaves little room for disappointment."

ASX 200 stock in energy transition crosshairs

Atop his sell recommendation for CBA shares, Nguyen also recommends selling ASX 200 energy infrastructure company APA Group (ASX: APA).

"This energy infrastructure business provides investors with stable, regulated cash flows and a defensive earnings profile," he said.

"Total revenue was down 6.3% in full year 2026, but profit after tax was up 81.4%. Balance sheet leverage is significant, in our view, and funding costs can be a challenging headwind," Nguyen added.

Summarising his sell recommendation on APA Group shares, he concluded:

The market is concerned that the shift away from gas may create uncertainty about future demand in the longer term. Although APA is pursuing energy transition opportunities, we believe these are unlikely to materially improve earnings in the near term. We believe investors can find better risk-adjusted opportunities elsewhere.

Also bearish on CBA shares

Sanlam Private Wealth's Remo Greco also believes CommBank could be in for some growing headwinds (from The Bull).

"This leading Australian bank posted cash net profit after tax of $10.982 billion in full year 2026, up 7% on the prior corresponding period," he said. "Revenue from ordinary activities of $30.153 billion was up 7%."

As for his sell recommendation on CBA shares, Greco said:

Investors are concerned about slowing housing credit growth. Home loan applications fell about 15% since the federal budget in May and the company's full year result in August.

Mortgage competition remains elevated. Investors may want to consider cashing in some gains until a clearer picture emerges about the state of Australia's housing market, the outlook for interest rates and the broader outlook for credit growth moving forward.

The post Sell alert! Why this expert is calling time on CBA shares and this top ASX 200 stock appeared first on The Motley Fool Australia.

More reading

• Down 12% in a month: Is the rally finally over for CBA shares?
• How to earn $10,000 in passive income a month with these ASX dividend shares
• 3 strong ASX dividend shares with yields up to 7.7%
• Term deposits are paying more than ever. Are ASX dividend shares still worth it?
• Home values just fell for a fifth straight month. Which ASX shares are most exposed?

Motley Fool contributor Bernd Struben 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 positions in and has recommended Apa Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

August saw National Australia Bank Ltd (ASX: NAB), ANZ Group Holdings Ltd (ASX: ANZ), Westpac Banking Corp (ASX: WBC), and Commonwealth Bank of Australia (ASX: CBA) shares all come under pressure.

Indeed, amid a deteriorating outlook for the Aussie economy and housing market, all of the big four S&P/ASX 200 Index (ASX: XJO) bank stocks underperformed the 1.1% gains posted by the ASX 200 in the month just past.

Here's how they stacked up.

CBA shares trail the pack

CBA shares tumbled 9.9% in August, closing the month trading for $159.90 apiece.

Though we should note that CBA stock traded ex-dividend on 19 August. If we add the final fully-franked dividend of $2.70 a share back in, then the accumulated value of Australia's biggest bank stock declined by a lesser 8.4%.

CommBank reported its full-year FY 2026 results on 12 August.

CBA achieved a 6.2% year-on-year increase in operating income to $30.2 billion. And the bank's cash net profit after tax (NPAT) of $11.0 billion was up 7%.

But investors appeared concerned over the outlook, with management noting that household spending is softening while it expects Australia's economic growth to slow.

CBA shares closed down 0.7% on the day of the results release.

Westpac shares tumble on quarterly update

Westpac shares also just finished a month to forget, tumbling 8.8% to close out August trading for $34.55 apiece.

Westpac released its third-quarter update on 10 August.

Positively, the ASX 200 bank stock reported a 1% year-on-year increase in operating income to $5.7 billion, with the net interest margin (NIM) remaining steady at 1.89%.

On the bottom line, Westpac achieved a quarterly statutory net profit of $1.8 billion, up 3% from the prior quarter.

However, investors will also have noted the bank's expectations of moderated lending growth in the months ahead.

And the bank could be facing higher non-performing loans.

According to management:

Credit impairment provisions were $5.3 billion as at 30 June 2026, with provisions above expected losses of the base case economic scenario increasing to $2.0 billion.

Like CBA shares, Westpac shares came under pressure following the update, closing the day down 5.9%.

NAB shares fall on lower home loans

NAB shares didn't escape the selling pain in August either, closing the month down 6.5% to trade for $38.63 each.

NAB shares closed down 4.6% on 17 August following the release of the bank's own third-quarter results.

Highlights from the quarter included cash earnings of $1.83 billion, up 2% from the first-half quarterly average (excluding large notable items). And NAB achieved a 32% increase in net profit to $1.81 billion.

But investors were favouring their sell buttons with management flagging a decline in the bank's crucial home lending market.

"The Australian home lending market softened in 3Q26 with our applications down 15% compared with 2Q26," NAB CEO Andrew Irvine said.

ANZ shares lead the pack

Outperforming NAB, Westpac, and CBA shares in August, though still edging lower, we find ANZ.

ANZ shares closed on 31 August trading for $37.20, down 0.3% over the month.

Unlike the other three big bank stocks, ANZ shares closed up 4.5% on 13 August following the release of the company's third-quarter update.

While revenue was flat for the quarter, ANZ reported a cash profit of $1.90 billion, up 1% on the quarterly average for the half year ended 31 March.

And investors were favouring their sell buttons, despite ANZ noting a 12% drop in mortgage applications since the Federal Budget's changes to property taxes.

The post How Westpac, ANZ, NAB and CBA shares stacked up in August appeared first on The Motley Fool Australia.

More reading

• Down 12% in a month: Is the rally finally over for CBA shares?
• How much is needed in superannuation for $1,500 in weekly passive income?
• How to earn $10,000 in passive income a month with these ASX dividend shares
• Sell alert! Why this expert is calling time on CBA shares and this top ASX 200 stock
• Term deposits are paying more than ever. Are ASX dividend shares still worth it?

Motley Fool contributor Bernd Struben 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.

DroneShield Ltd (ASX: DRO) shares just closed out another volatile month.

Shares in the S&P/ASX 200 Index (ASX: XJO) drone defence company ended July trading for $1.70 apiece. On 6 August, those same shares closed the day at $2.28 each, putting the share price up 34.1% in just four trading days.

But most of those impressive gains evaporated over the remainder of the month, with DroneShield shares closing on 31 August trading for $1.77 apiece.

Despite the volatility, that still represents a 4.1% gain in August, handily outpacing the 1.1% one-month gain posted by the ASX 200.

Here's what's been catching investor interest.

What's been moving DroneShield shares?

DroneShield shares closed flat on 10 August, despite the company announcing the launch of its RfRecon product.

Management noted that the portable radio frequency (RF) sensing and intelligence device allows operators to quickly identify, locate, and assess RF activity in active operational environments.

DroneShield CEO Angus Bean noted:

The electromagnetic spectrum has become one of the most important sources of operational intelligence on the modern battlefield, but collecting data is no longer enough. The teams that gain the greatest advantage will be those that can rapidly understand what they are seeing and confidently act on it.

ASX 200 defence stock falls on half-year results

DroneShield shares tumbled 11% on 26 August following the release of the company's half-year results.

On the positive side, DroneShield achieved an all-time high first-half revenue of $125.8 million, up 74% year on year. And recurring revenue was up an impressive 229% to $11.5 million.

But the ASX 200 drone defence stock came under selling pressure with a half-year underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) loss of $12.4 million. That's down from $8 million in positive EBITDA in H1 2025.

The loss was driven by rising costs and deteriorating margins, with DroneShield reporting a gross margin of around 53%, down from 58%.

The company has been investing in its next stage of growth, aiming to expand its production capacity, product development, and management capability to support larger global operations.

Management noted:

At a corporate and executive level, there has been a deliberate expansion in DroneShield's organisational functions and capabilities to provide deeper experience and broader support across the Company in advance of the next phase of growth.

On the bottom line, DroneShield shares took a big hit on the day, with the company revealing a statutory net loss after tax of $32.2 million, down from a $2.1 million profit reported for the first half of 2025.

The post What on earth happened with DroneShield shares in August? appeared first on The Motley Fool Australia.

More reading

• Short sellers are targeting these ASX shares. Should you worry?
• 5 ASX 200 shares with 33% to 61% upside post-results: experts
• These are the 10 most shorted ASX shares
• Top brokers name 3 ASX shares to buy next week
• 9 ASX 200 shares with strengthened buy ratings this week

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended DroneShield. 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.

The S&P/ASX 200 Index (ASX: XJO) notched a record closing high on 6 August and ended the month up 1.1%, but these five ASX 200 shares went the other direction.

Below, we look at five large-cap ASX companies that investors would have done well to avoid in August.

Centuria Capital Group (ASX: CNI)

Centuria Capital shares tumbled 17% in the month just past, closing out August trading at $1.22 apiece.

The real estate funds manager reported its FY 2026 results on 27 August.

The company reported operating earnings before interest, taxes, depreciation and amortisation (EBITDA) of $182.5 million and a 12.9% year-on-year increase in operating net profit after tax (NPAT) to $113.8 million.

But amid sticky inflation and potential further interest rate hikes, the ASX 200 share just closed out a month to forget.

Charter Hall Group (ASX: CHC)

Charter Hall shares were also best avoided in August.

Shares in the Aussie property investment and funds manager fell 17.2% over the month to close at $19.32 each.

Charter Hall released its FY 2026 results on 21 August.

Shares closed down 6.3% on the day, despite the company reporting operating earnings of $488.1 million. Operating earnings per security (OEPS) post-tax of 103.2 cents were up 26.8% from FY 2025.

But Charter Hall could also face headwinds if the Aussie property market struggles with higher interest rates for longer.

JB Hi-Fi Ltd (ASX: JBH)

The third ASX 200 share that had a month to forget is electronics retailer JB Hi-Fi.

JB Hi-Fi shares closed on 31 August trading for $66.90 each, down 18.3% for the month.

JB Hi-Fi shares plunged 12.3% on 17 August after the company reported its FY 2026 results.

On the positive side of the ledger, JB Hi-Fi achieved record revenue of $11.06 billion, up 4.8% year on year. And on the bottom line, the company reported a net profit after tax (NPAT) of $489.9 million, up 6%.

But investors were pressuring JB Hi-Fi shares amid concerns that FY 2027 could be a tougher year. Indeed, the company reported a 1.4% decline in comparable sales growth for JB Hi-Fi Australia for July.

Life360 Inc (ASX: 360)

Life360 shares also got walloped in August, falling 21% to end the month trading for $20.25 each.

Shares in the location-sharing software developer crashed by 19.4% on 11 August after the company released its second-quarter (Q2 2026) results.

Positively, Life360 achieved a 38% year-on-year increase in revenue to US$159 million. And adjusted EBITDA of US$31.1 million were up 53%.

However, the company's second-quarter net income of US$5.1 million was down 17.8% from Q2 2025, while Life360's net income margin (NIM) fell to 3%, down from 6% a year earlier.

Generation Development Group Ltd (ASX: GDG)

The fifth ASX 200 share to get heavily sold down in August is diversified financial services business Generation Development.

Generation Development shares tumbled 22.6% to close out the month trading for $3.18 apiece.

Shares closed down 15.4% on 27 August following the release of the company's FY 2026 results.

On the plus side, the company achieved a 23% year-on-year increase in revenue to $178.7 million, with funds under management (FUM) rising 37% to $46.5 billion.

And Generation development reported underlying NPAT of $40.7 million, up 21% from FY 2025.

However, statutory NPAT fell 10% year on year to $31.9 million. And costs increased faster than revenue, with the company reporting a 26% increase in its operating expenses.

The post The five worst-performing ASX 200 shares in August unmasked appeared first on The Motley Fool Australia.

More reading

• Top 3 beaten-down ASX 200 shares from August worth a second look
• 2 ASX shares highly recommended to buy: Experts
• 1 ASX dividend stock down 42% I'd buy right now
• 4 ASX shares I'd buy with $5,000 in September
• 3 ASX growth shares to buy in September

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. 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 Generation Development Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

After posting a new record high earlier in the month, the S&P/ASX 200 Index (ASX: XJO) closed up 1.1% in August, with plenty of help from a basket of surging ASX 200 stocks.

Below we look at five of the best large-cap ASX shares to have bought at market close on 31 July and held through to 31 August.

And all but one of our top performers have something in common.

Can you guess what it is?

Westgold Resources Ltd (ASX: WGX)

Westgold Resources shares surged 34.7% in August, closing the month at $6.37.

The ASX 200 gold stock was supported in part by a resurgent gold price. The yellow metal ended August trading for US$4,450 per ounce. That saw the gold price up 10% over the month, according to data from Bloomberg.

Westgold also released a number of positive exploration and resource updates over the month. And the miner reported its full-year FY 2026 results on 28 August.

Highlights included record revenue of $2.33 billion, up 79% year-on-year. And underlying net profit after tax (NPAT) of $480 million was up 452%.

Regis Resources Ltd (ASX: RRL)

Regis Resources shares leapt 36.3% in August to end the month trading for $8.30 each.

Regis also will have benefitted from the rising gold price.

And the ASX 200 stock released some strong FY 2026 results on 21 August.

Regis Resources reported a 43% year on year increase in gold sales revenue to $2.35 billion. And on the bottom line the miner achieved a record NPAT of $715 million, up 181% from FY 2025.

CSL Ltd (ASX: CSL)

Moving away from ASX gold shares, for a moment, CSL shares also shot the lights out in August.

Shares in the ASX biotech giant closed August trading for $171.57 each, up 39.4% for the month.

CSL shares got a big lift on 18 August after the company released its FY 2026 results.

The company reported a 1% year-on-year decline in revenue to US$15.8 billion. And underlying NPATA of US$3.1 billion was down 2%.

But investors were favouring their buy buttons amid a rosier outlook for FY 2027.

Following what they labelled a 'reset year', management said they steady revenue in FY 2027, with underlying NPAT forecast to grow by around 5%.

Vault Minerals Ltd (ASX: VAU)

Moving back into the gold space, Vault Minerals shares soared 39.8% in August, ending the month at $6.67 a share.

On 20 August, Vault Minerals also spurred investor interest after it released some strong FY 2026 results.

Highlights included a 31% year on year increase in revenue from metal sales to $1.88 billion. And Vault achieved a statutory NPAT of $278.4 million.

Which brings us to…

Genesis Minerals Ltd (ASX: GMD)

The fifth ASX 200 stock you would have done well to buy and hold throughout August is Genesis Minerals.

Shares in the Aussie gold miner closed out the month trading for $8.22, up a whopping 44.0% in August.

Genesis Mineral released its FY 2026 results late in the day on 20 August.

The company reported an 89% year on year increase in sales revenue to $1.74 billion. And the miner's underlying NPAT was up 147% to $547 million.

The post The 5 best ASX 200 stocks to buy and hold in August revealed appeared first on The Motley Fool Australia.

More reading

• CSL shares rebound 86%: Is the ASX biotech stock a buy, sell or hold for September?
• 5 things to watch on the ASX 200 on Wednesday
• Top 3 ASX shares to buy in September 2026
• CSL shares are up more than 40% in a month. What just happened in the US?
• 5 things reporting season taught ASX investors about FY27

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The clock is ticking for passive income investors who want to bank – or reinvest – the upcoming BHP Group Ltd (ASX: BHP) dividend.

In morning trade today, shares in the S&P/ASX 200 Index (ASX: XJO) mining giant are trading for $66.23 apiece.

That sees the BHP share price up 55.1% since this time last year. And it doesn't include the two fully-franked BHP dividends the miner has paid (or shortly will pay) for FY 2026.

BHP currently trades on a 3.7% fully-franked trailing dividend yield, or 5.2% grossed up if we factor in those franking credits.

How do I get the BHP dividend?

When BHP released its full-year results on 18 August, the miner reported a 15% year-on-year increase in revenue to US$58.8 billion. And on the bottom line, BHP achieved a 30% increase in underlying profit to US$13.2 billion.

This saw management boost the final dividend to 99 US cents per share. The company said it won't determine the precise Aussie dollar equivalent until "on or around 7 September". But CommSec currently has it listed at AU$1.392 per share. That's up more than 51% from last year's final dividend.

Commenting on the dividend payout on the day, BHP CEO Brandon Craig said:

Alongside unlocking of capital from undervalued assets and investing in growth, net debt fell to below US$9 bn, while returning substantial cash to shareholders through a final dividend of 99 US cents per share…

This brings total cash returns to shareholders announced for the year to US$8.7 billion, which is US$1.72 per share fully franked, the highest in four years. Including this dividend, we will have returned more than US$115 billion to shareholders since the introduction of the CAF [capital allocation framework] in 2016.

If you want to bank the boosted dividend, you'll need to own BHP shares at market close tomorrow, 2 September. The ASX 200 miner trades ex-dividend on Thursday. You can then expect to see that passive income hit your bank account on 23 September.

You can also make use of the company's dividend reinvestment plan (DRP) to receive the payout as new BHP shares instead of cash.

Are BHP shares a good buy today?

Morgans' Damien Nguyen recently issued a buy recommendation for BHP shares (courtesy of The Bull).

According to Nguyen:

BHP offers exposure to a portfolio of high-quality mining assets and remains well positioned to benefit from long term demand for copper and other critical minerals. A strong operating performance, healthy cash generation and a disciplined approach to capital allocation continue to support the investment case. While iron ore remains important, increasing copper exposure provides leverage to electrification and decarbonisation trends.

BHP appeals for potential capital growth, income and for diversified resources exposure. The company posted an attributable profit of US$9.8 billion in full year 2026, up 9% on the prior corresponding period. Revenue of US$58.8 billion was up 15%.

Nguyen also pointed to the boosted BHP dividend.

"BHP recently declared a final fully franked dividend of US 99 cents a share," he noted.

The post Want to bank the boosted BHP dividend? You'd better hurry! appeared first on The Motley Fool Australia.

More reading

• Here's how Fortescue, Rio Tinto and BHP shares stacked up in August
• Why is the ASX 200 having its worst day in 3 months?
• Last chance to grab the supersized BHP dividend today
• Buy, hold, sell: South32, Mineral Resources, BHP shares
• Top 3 ASX shares to buy in September 2026

Motley Fool contributor Bernd Struben 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The All Ordinaries Index (ASX: XAO) is up around 1% since this time last year, with plenty of help from this surging ASX All Ords stock.

The outperforming company in question is Shape Australia Corporation Ltd (ASX: SHA).

In Monday afternoon trade, shares in the Australian fitout and construction services specialist were trading for $7.19 apiece. That sees the Shape share price up an impressive 74.9% in 12 months.

Atop those strong capital gains, the ASX All Ords stock also paid (or shortly will pay) two fully franked dividends, totalling 32 cents a share, over this period. At the recent share price, this sees Shape shares trading on a fully franked 4.5% trailing dividend yield. That equates to a grossed-up yield of 6.4%, once we add in the benefits of those franking credits.

It's a bit late to grab the final FY 2026 Shape dividend, with the stock having traded ex-dividend on Friday, 28 August.

But I wouldn't be concerned about the upcoming passive income payment, with the analysts at Ord Minnett forecasting Shape shares to deliver more outsized gains.

What's been happening with Shape shares?

Shape reported its full year FY 2026 results on 19 August.

Highlights included a 29.6% year-on-year increase in revenue to $1.24 billion, marking the first year the ASX All Ords stock achieved more than $1 billion in annual revenue.

Earnings grew strongly as well, with earnings before interest, taxes, depreciation and amortisation (EBITDA) up 53% to $50 million.

And on the bottom line, Shape reported net profit after tax (NPAT) of $32 million, up 50.2% from FY 2025.

Over the 12 months, Shape also completed two strategic acquisitions, Arden and Australian Professional Shopfitters (APS).

Should I buy the ASX All Ords stock today?

Ord Minnett noted that Shape's revenue exceeded the top range of guidance of $1.225 billion.

The broker added:

Notably, a gross margin of 9.8% (9.5% ex. interest revenue) looks to be a sustainable level going forward given that Arden's contribution in the 2H offset the slight pullback in modular revenue, which was to be expected.

This gross margin profile in FY27 will be supported by an additional half of Arden operations as well as a full year of APS earnings. In addition, the modular business has room to grow with a sizable cut of the 23% education contribution to the $628.4m orderbook allocated to modular work. SHAPE continues to execute strongly on its strategy

Ord Minett also believes management is being conservative with its FY 2027 earnings outlook.

"Outlook for FY27 earnings looks to be somewhat conservative, but gives SHAPE a strong chance of exceeding expectations given its strong track record of performance," the broker noted.

Connecting the dots, Ord Minett maintained its buy recommendation on the ASX All Ords stock with a slightly lowered price target of $8.55 a share (down from $8.85).

That represents a potential upside of around 19% from the recent Shape share price.

The post Up 75%! Why this rocketing ASX All Ords stock is forecast to deliver more outsized gains appeared first on The Motley Fool Australia.

More reading

• SHAPE Australia: Record profit, revenue, and dividends in FY26

Motley Fool contributor Bernd Struben 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 Shape Australia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CSL Ltd (ASX: CSL) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) biotech giant closed on Friday trading for $172.32. In late morning trade on Monday, shares are changing hands for $173.38 apiece, up 0.6%.

For some context, the ASX 200 is up 0.3% at this same time.

Today's outperformance is par for the course for stockholders since CSL shares closed at a multi-year low of $92.24 on 3 June.

Indeed, with today's intraday moves factored in, the share price is up a whopping 88.0% since plumbing that low water mark less than three months ago.

Atop those capital gains, investors who hold the stock at market close next Tuesday, 8 September, will receive the final unfranked CSL dividend of $2.277 a share. CSL will pay that dividend on 2 October.

CSL stock trades on a 2.4% unfranked dividend yield (partly trailing partly pending).

Why did the ASX 200 biotech stock plunge to multi-year lows in June?

Despite the remarkable turnaround since 3 June, CSL shares remain down 39% since January 2025.

The company has faced a number of headwinds that saw investors reaching for their sell buttons.

Among these, was the management's announcement of their intent to spin off the CSL Seqirus segment, its influenza vaccine business, into a separate ASX-listed company.

The company has also been hit by lower than forecast plasma demand, which were partly to blame for CSL's repeated earnings downgrades.

And investors were taken off guard by former CSL CEO Paul McKenzie's unexpected exit in February this year.

But, judging by the surging share price these last three months, CSL's FY 2026 'reset' looks to be paying off handsomely.

And looking to ahead, Morgans' Damien Nguyen believes the ASX 200 biotech stock remains an appealing opportunity (courtesy of The Bull).

Here's why.

Should I buy CSL shares today?

"CSL is a global healthcare leader with strong competitive advantages across plasma therapies, vaccines and specialty medicines," Nguyen said. "Demand for its products remain largely independent of economic conditions."

Summarising his buy recommendation on CSL shares, Nguyen concluded:

In our view, the latest full year result in 2026 is generating confidence that repeated earnings downgrades are behind CSL.

With defensive earnings, global market leadership and attractive long term growth prospects, we view CSL as an appealing investment opportunity.

What did CSL report for FY 2026?

CSL announced its FY 2026 results on 18 August.

While the company reported a 1% year-on-year decline in revenue to US$15.8 billion, that came in well ahead of its revised guidance (issued in May) of US$15.2 billion.

Management also painted a more positive outlook for FY 2027.

"FY26 has been a year of reset. We have taken decisive action and created a clear path to return to sustainable growth," CSL interim CEO Gordon Naylor said.

CSL expects steady revenue in FY 2027, while underlying net profit after tax (NPAT) is forecast to grow by around 5%.

CSL shares closed up 17.3% on the day the results were released.

The post Up 88%! Why CSL shares remain an 'appealing' buy today appeared first on The Motley Fool Australia.

More reading

• CSL shares rebound 86%: Is the ASX biotech stock a buy, sell or hold for September?
• The 5 best ASX 200 stocks to buy and hold in August revealed
• Top 3 ASX shares to buy in September 2026
• CSL shares are up more than 40% in a month. What just happened in the US?
• 5 things reporting season taught ASX investors about FY27

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) shares are edging lower today, which could offer an opportune buying opportunity.

Shares in the S&P/ASX 200 Index (ASX: XJO) mining giant closed on Friday trading for $67.30. In morning trade on Monday, shares are swapping hands for $66.55 apiece, down 1.1%.

For some context, the ASX 200 is just about flat at this same time.

Taking a step back, one year ago, you could have bought BHP shares for just $42.70 apiece. You'd then have enjoyed the whopping 55.9% share price gains over the past 12 months.

And that doesn't include the two fully-franked BHP dividends, totalling $2.431 a share, that the miner has paid (or shortly will pay) for the full 2026 financial year (FY 2026).

At the current share price, BHP stock trades on a fully-franked dividend yield (partly trailing and partly pending) of 3.7%.

And looking ahead, Morgans' Damien Nguyen forecasts more outperformance to come from Australia's biggest miner and the biggest stock on the ASX by market cap (courtesy of The Bull).

Here's why.

Should I buy BHP shares today?

"BHP offers exposure to a portfolio of high-quality mining assets and remains well positioned to benefit from long term demand for copper and other critical minerals," Nguyen said.

Citing the first reason you might want to buy BHP shares today, he said, "A strong operating performance, healthy cash generation and a disciplined approach to capital allocation continue to support the investment case."

Nguyen added:

BHP appeals for potential capital growth, income and for diversified resources exposure. The company posted an attributable profit of US$9.8 billion in full year 2026, up 9% on the prior corresponding period. Revenue of US$58.8 billion was up 15%.

Then there's BHP growing investment and returns from its copper mining operations.

"While iron ore remains important, increasing copper exposure provides leverage to electrification and decarbonisation trends," Nguyen said.

Indeed, for FY 2026, the ASX 200 miner reported a 48% year-on-year increase in underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) from its copper division to US$18.2 billion.

That represented 54% of the miner's full-year earnings. And it marked the first time its copper division accounted for the majority of BHP's full-year earnings, taking that mantle from its iron ore operations.

As for the third reason you might want to buy BHP shares today, Nguyen concluded, "BHP recently declared a final fully franked dividend of 99 US cents a share."

That equates to AU$1.392 per share (according to CommSec).

And that final passive income payout is still up for grabs.

If you want to bank the final BHP dividend, you'll need to own shares at market close on Wednesday, 2 September. BHP trades ex-dividend on Thursday. You can then expect to be paid on 23 September.

The post Up 56%! 3 reasons to still buy BHP shares today appeared first on The Motley Fool Australia.

More reading

• Here's how Fortescue, Rio Tinto and BHP shares stacked up in August
• Why is the ASX 200 having its worst day in 3 months?
• Last chance to grab the supersized BHP dividend today
• Buy, hold, sell: South32, Mineral Resources, BHP shares
• Top 3 ASX shares to buy in September 2026

Motley Fool contributor Bernd Struben 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Liontown Resources Ltd (ASX: LTR), Northern Star Resources Ltd (ASX: NST), and Telstra Group Ltd (ASX: TLS) shares are creating a stir today.

In morning trade on Monday, two of the big-name ASX shares are outperforming the S&P/ASX 200 Index (ASX: XJO) 's 0.2% losses at this time, while one is trailing.

Here's what's grabbing investor attention.

Telstra shares in the green amid board shakeup

Telstra shares are up 0.6% today, trading for $4.64 apiece.

Investors are tuning into the ASX 200 telco today after the company reported that Bridget Loudon-Harris will step down from the Telstra board on 13 October after six years as a director.

Loudon-Harris has served as a member of Telstra's People and Remuneration Committee since October 2022.

Commenting on the positive impact Loudon-Harris has had in helping to support Telstra shares, chairman Craig Dunn said:

The board has benefited greatly from Bridget's valuable insights and constructive challenge across strategy, disruption, AI, transformation and performance culture. Having an entrepreneur and digital native around the table has allowed us to bring a diverse and very important perspective to the board.

Liontown shares jump on record revenue

Like Telstra shares, Liontown shares are outperforming today, up 2.1% and changing hands for $1.22 apiece.

This follows the release of the ASX 200 lithium miner's full-year FY 2026 results.

Over the year, Liontown produced 391,992 dry metric tonnes (dmt) and shipped 381,997 dmt of lithium concentrate at (5.1% Li₂O average grade).

And FY 2026 saw Liontown record its first-ever net profit after tax (NPAT), which came in at $93 million. The company reported record revenue of $639 million, up 114% from FY 2025.

Importantly, FY 2026 also saw Liontown transition its Kathleen Valley lithium project into a 100% underground operation.

Liontown CEO Tony Ottaviano commented:

The market handed us two very different halves in the year. Prices were weak early, so we kept costs tight and preserved cash. When the market turned, we backed our own read of it and we are now reinvesting in Kathleen Valley with the same discipline.

Northern Star shares slide amid top leadership changes

Joining Liontown and Telstra shares in turning heads today, we find Northern Star.

Shares in the ASX 200 gold mining giant are down 3.9% at the time of writing, trading for $23.82 apiece, pressured in part by a sliding gold price.

This morning, Northern Star also reported that, as previously revealed, Suresh Vadnagra will succeed Stuart Tonkin as managing director and CEO commencing on 5 October.

Tonkin stepped down as Northern Star's managing director and CEO on Friday, 28 August. Ryan Gurner, who has worked alongside Turner as deputy CEO since 2 July, will serve as interim CEO until Vadnagra takes the reins in October.

Commenting on Tonkin's departure, Northern Star chairman Michael Chaney said:

Through his financial acumen, integrity and leadership, Ryan has made a significant contribution to Northern Star's growth and success over his eleven years with the Company, a period marked by substantial value creation.

The post Why Liontown, Northern Star and Telstra shares are turning heads on Monday appeared first on The Motley Fool Australia.

More reading

• Why is the ASX 200 having its worst day in 3 months?
• How to earn $10,000 in passive income a month with these ASX dividend shares
• Better buy: Telstra vs TPG Telecom shares
• 5 things to watch on the ASX 200 on Wednesday
• Buy, hold, sell: Boss Energy, Austal, Liontown shares

Motley Fool contributor Bernd Struben 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 positions in and has recommended Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If it's market beating passive income you're after, then you may be wondering which of the dividend paying S&P/ASX 200 Index (ASX: XJO) bank stocks offer the highest dividend yields.

We'll answer that question below, as well as looking at how their share prices have performed over the past year.

When you're on the hunt for higher yielding ASX dividend shares, it's important to have a look at those share price trends as well.

With that said…

Tapping the Aussie banks for passive income

Over the last 12 months, Commonwealth Bank of Australia (ASX: CBA) has declared a total of $5.05 a share in fully franked dividends.

At the recent CBA share price of $156.30, that sees CommBank shares trading on a fully franked dividend yield of 3.2%. The CBA share price is down around 10% since this time last year.

Over the last 12 months, National Australia Bank Ltd (ASX: NAB) has paid out two fully franked dividends totalling $1.70 a share.

At the recent NAB share price of $38.41, the ASX 200 bank stock trades on a fully franked dividend yield of 4.4%. The NAB share price is down around 11% in a year.

Over the last 12 months, ANZ Group Holdings Ltd (ASX: ANZ) has paid out $1.66 a share in partly franked dividends.

At the recent share price of $36.65 ANZ shares trade on a partly franked dividend yield of 4.5%. Bucking the trend, ANZ shares are up 8.8% in a year.

Over the last 12 months, Westpac Banking Corp (ASX: WBC) has paid out $1.54 a share in fully franked dividends.

At the recent Westpac share price of $33.91, Westpac trades on a fully franked 4.5% dividend yield. Westpac shares are down 12.9% in 12 months.

These are the top two yielding ASX 200 bank stocks

Over the past 12 months, Bendigo and Adelaide Bank Ltd (ASX: BEN) has declared 63 cents a share in fully franked dividends. At the recent Bendigo Bank share price of $10.61, this ASX 200 bank stock trades on a fully franked dividend yield of 5.9%.

Bendigo Bank shares are down around 21% in a year.

Over the past 12 months, Bank of Queensland Ltd (ASX: BOQ) paid out a total of 55 cents a share in fully franked dividends. That includes the special capital return dividend the bank paid out on 24 August.

At the recent share price of $6.42, this sees Bank of Queensland shares trading on a fully franked dividend yield of 8.6%. Even excluding the special dividend, the stock still trades on a fully franked 6.2% yield, making this the highest yielding ASX 200 bank stock.

Bank of Queensland shares are down around 11% in 12 months.

The post The 2 top yielding ASX 200 bank stocks revealed (Hint: Not CBA shares) appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: New Hope, BOQ, Santos shares
• Down 12% in a month: Is the rally finally over for CBA shares?
• How much is needed in superannuation for $1,500 in weekly passive income?
• How to earn $10,000 in passive income a month with these ASX dividend shares
• Sell alert! Why this expert is calling time on CBA shares and this top ASX 200 stock

Motley Fool contributor Bernd Struben 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 positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Westpac Banking Corp (ASX: WBC) and Commonwealth Bank of Australia (ASX: CBA) shares have both underperformed the 2.3% 12-month gain posted by the S&P/ASX 200 Index (ASX: XJO) earlier this week.

In fact, both of the big four ASX 200 bank stocks are well into the red since this time last year.

With CBA shares recently trading for $157.08 apiece, Australia's biggest bank stock is down 7.8% in 12 months.

Westpac shares have fared even worse, recently down 11.3% for the year at $33.95 each.

Now we shouldn't leave out the fully franked dividends both banks have paid out over the full year. CBA shares trade on a fully franked dividend yield of 3.2%, while Westpac shares trade on a fully franked dividend yield of 4.5%.

Though even with these dividends in mind, the accumulated value of both ASX 200 bank stocks has gone backwards over the past year.

And looking ahead, Red Leaf Securities' John Athanasiou expects they'll both continue to struggle (courtesy of The Bull).

Here's why.

Time to exit CBA shares?

"CBA shares deserve to trade at a premium given its dominant retail franchise, strong technology platform, solid deposit base and consistent execution," Athanasiou said.

Summarising his sell recommendation on CBA shares, he concluded:

However, Australian banking remains a mature industry, with intense competition across mortgages and deposits limiting the potential for outsized earnings growth. At a premium valuation, investors are paying a higher price for quality, leaving little room for disappointment.

After a substantial re-rating, investors may be better served taking some profits and reallocating capital towards businesses offering stronger growth at more reasonable valuations.

Which brings us to…

Westpac shares could be facing competitive headwinds

Athanasiou also issued a sell recommendation on Westpac shares.

"The bank remains well capitalised and continues to generate solid earnings, but the operating environment is becoming increasingly competitive," he said. "Mortgage pricing is aggressive, deposit competition remains intense, and the scope for sustained margin expansion appears limited."

And Westpac's 4.5% dividend yield isn't enough to tip the scales for Athanasiou.

He noted:

Westpac's dividend remains attractive, but investors should also consider opportunity cost.

We believe there are more compelling opportunities on the ASX, which offer stronger structural growth or more attractive valuations.

Another expert is bearish on CBA shares

Athanasiou wasn't the only analyst to advise selling CBA shares this week.

He was joined by Alto Capital's Tony Locantro.

"The CBA remains Australia's leading banking franchise and delivered another strong result in full year 2026," Locantro said.

Commenting on those strong results, he said:

Cash net profit after tax of $10.982 billion was up 7% on the prior corresponding period. The full-year dividend of $5.05 a share, fully franked, was up 4%. Strong lending, deposit growth and a robust capital position continue to demonstrate the quality of the business.

As for his sell recommendation, Locantro concluded:

However, operating expenses and loan impairment expenses increased.

The CBA continues to trade at a substantial valuation premium to domestic banking peers. Although the underlying business remains strong, the premium valuation leaves little room for disappointment and may potentially constrain prospective returns.

The post Sell alert! Why this expert is calling time on Westpac and CBA shares appeared first on The Motley Fool Australia.

More reading

• Down 12% in a month: Is the rally finally over for CBA shares?
• How much is needed in superannuation for $1,500 in weekly passive income?
• How to earn $10,000 in passive income a month with these ASX dividend shares
• Sell alert! Why this expert is calling time on CBA shares and this top ASX 200 stock
• Term deposits are paying more than ever. Are ASX dividend shares still worth it?

Motley Fool contributor Bernd Struben 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.

It's been a tough year for most ASX tech shares.

Not to mention their stockholders.

Indeed, while the All Ordinaries Index (ASX: XAO) was recently up a bit more than 1% in 12 months, the S&P/ASX All Technology Index (ASX: XTX) has fallen almost 27% over this same period.

ASX tech shares have faced headwinds on several fronts.

First, the last year has seen central banks the world over pivot from lowering interest rates to hiking them, or at the very least staying put. And growth shares like tech companies, which are often priced with higher future earnings in mind, tend to be sensitive to any moves in borrowing costs.

The tech sector has also taken a hit from a development of its own devising. Namely AI.

In what you may have heard called the 'SaaSpocalypse', a lot of Aussie and global technology stocks came under pressure amid investor concerns that AI could potentially replace the services these companies currently provide.

Now, that's the year just past.

Looking ahead, Red Leaf Securities' John Athanasiou has drilled into two ASX tech shares he believes are well-placed to outperform (courtesy of The Bull).

ASX tech share primed for a rebound

First up we have Atturra (ASX: ATA), whose shares were recently down around 52% over 12 months, trading for 39 cents apiece.

Which could make now an opportune time to buy.

"Atturra is an AI-driven technology integrator," Athanasiou said. "It's focusing on organic growth after integrating a number of acquisitions."

Turning to some key financial metrics, he noted:

Underlying EBITDA [earnings before interest, taxes, depreciation and amortisation] in full year 2026 is expected to range between $30 million and $30.5 million, which is in line with guidance, while second half operating cash flow is expected to reach between $22 million and $23 million.

Summarising his buy recommendation on the ASX tech shares, Athanasiou concluded:

Atturra plans to invest an additional $3 million in AI, while its SAP business is forecast to grow by more than 50% between fiscal years 2026 and 2027.

If management successfully executes its fiscal year 2027 strategy, Atturra's earnings profile should materially strengthen.

Which brings us to…

Tech company on the growth path

Athanasiou also issued a buy recommendation on DUG Technology Ltd (ASX: DUG).

Shaking off the broader malaise dragging on the tech sector, DUG shares were recently up around 26% over 12 months, trading for $2.00 apiece.

"This software solutions company is building strong momentum in response to improving revenue, margins and cash flow," Athanasiou said.

Explaining his buy recommendation on this ASX tech share, he said:

Revenue of US$62.7 million rose 39% in the first nine months of fiscal year 2026. Normalised EBITDA almost doubled to US$20.9 million. Operating cash flow reached US$23.7 million and DUG moved from net debt a year earlier to $US11.4 million in net cash. The earnings mix is also improving.

Demand for DUG's proprietary MP-FWI imaging technology remains strong, while recurring 4D projects add further revenue visibility. Given accelerating growth, improving cash generation and a stronger balance sheet, DUG remains an attractive technology exposure.

The post Expert names 2 ASX tech shares to buy today appeared first on The Motley Fool Australia.

More reading

• Shaw and Partners says this ASX software company could rise 84%
• DUG Technology share price sinks 22% on FY26 results
• DUG Technology scores US$9.3m software and HPC contract

Motley Fool contributor Bernd Struben 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 Atturra and Dug Technology. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Having topped new all-time highs earlier this week, BHP Group Ltd (ASX: BHP) shares have had a really strong run so far in 2026.

In fact, the Aussie mining giant has performed so well, that earlier this year it retook the biggest ASX stock crown from Commonwealth Bank of Australia (ASX: CBA).

And that lead has kept on growing, spurred by this year's 15% increase in global copper prices to US$14,283 per tonne, according to data from Bloomberg.

BHP currently commands a market cap of around $338.3 billion, or more than 29% higher than CBA's market cap of $261.6 billion.

So, just how well has BHP been doing this year?

I'm glad you asked!

What a $5,000 investment in BHP shares on 2 January is worth today

On 2 January, you could have picked up shares in the S&P/ASX 200 Index (ASX: XJO) mining giant at an intraday low of $45.17 each.

So, with $5,000 you could have bought 110 BHP shares with enough change left over for a large pizza.

In early afternoon trade today, shares are changing hands for $66.81, just off Tuesday's record closing high of $67.67 per share.

That means the 110 shares you bought on 2 January would be worth $7,349 today.

But wait.

There's more.

Atop those capital gains, BHP also paid out a fully franked interim dividend of $1.039 a share on 26 March.

If we add that back into today's share price, then the accumulated value of BHP stock bought and held since 2 January is now worth (a rounded) $67.85 a share.

Which brings the accumulated value of the 110 shares you bought for $5,000 to $7,463 today. Or a gain of more than 49%, smashing the 4% gains posted by the ASX 200 over this time.

And don't forget that large pizza!

What about the upcoming BHP dividend?

BHP reported its full year FY 2026 results on 18 August.

And the ASX 200 miner pleased passive income investors with a 51.5% boost in its final dividend.

That was enabled by the company's 15% year-on-year increase in revenue to US$58.8 billion. While underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) increased by 27% to US$32.9 billion.

And with underlying profits up 30% from FY 2025 to US$13.2 billion, management declared a fully franked final dividend of $1.392 per share.

But if you sold those BHP shares you bought on 2 January today, you wouldn't receive that passive income payout.

To bank the final BHP dividend, you'll need to own the stock at market close on 2 September. You can then expect to see that passive income hit your bank account on 23 September.

The post $5,000 invested in BHP shares on 2 January is now worth… appeared first on The Motley Fool Australia.

More reading

• Here's how Fortescue, Rio Tinto and BHP shares stacked up in August
• Why is the ASX 200 having its worst day in 3 months?
• Last chance to grab the supersized BHP dividend today
• Buy, hold, sell: South32, Mineral Resources, BHP shares
• Top 3 ASX shares to buy in September 2026

Motley Fool contributor Bernd Struben 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

As we approach the Friday closing bell, the S&P/ASX 200 Index (ASX: XJO) is up a slender 0.1% for the week, with these three ASX 200 stocks leaping ahead of those gains following strong earnings results.

Here's what's been piquing investor interest.

Paladin Energy Ltd (ASX: PDN)

At the time of writing, Aussie uranium miner Paladin Energy shares are trading for $12 apiece. That sees this ASX 200 stock up 18.5% since last Friday's close.

Paladin Energy released its FY 2026 results on Wednesday.

Following the successful ramp-up of Paladin's Langer Heinrich Mine (LHM), the miner reported production of 4.82 million pounds of uranium (U₃O₈), which came in at the upper end of guidance.

The company also achieved a 71% year-on-year increase in sales revenue to US$304 million. That was spurred by both higher sales of 4.35 million pounds of uranium and a 7% increase in the realised average price, which came out at US$70 per pound.

Paladin Energy reported a gross profit of US$52 million, up from a gross loss of US$26 million in FY 2025.

The miner still ended the financial year with a net loss after tax of US$9.1 million, though that's a big improvement from the US$77 million net loss reported in FY 2025.

Lovisa Holdings Ltd (ASX: LOV)

The second ASX 200 stock shooting the lights out in this week's fairly stagnant market is fashion jewellery retailer Lovisa.

Currently trading for $26.38, Lovisa shares are up 14.2% for the week.

Most of those gains were delivered on Wednesday as investors pored over Lovisa's FY 2026 results release.

Highlights included a 17.6% year-on-year increase in revenue to $939 million. And earnings before interest and tax (EBIT) were up 14.1% to $158 million.

On the bottom line, Lovisa achieved a net profit after tax (NPAT) of $95.6 million, up 10.7% from FY 2025.

The company delivered a full-year dividend of 86 cents per share, 50% franked. That is up 11.7% from last year's dividend payouts.

Which brings us to…

ASX 200 stock Ansell Ltd (ASX: ANN)

At the time of writing, shares in ASX 200 stock Ansell are up 15.8% from the week, changing hands for $40.40 apiece.

The ASX health and safety products company got a big boost on Monday after reporting its own FY 2026 earnings results.

Investors reacted positively to Ansell's record sales of US$2.14 billion, up 6.8% from FY 2025. Earnings grew strongly too, with Ansell reporting adjusted EBIT of US$322 million, up 14.1%.

And on the bottom line, the company reported a 15.8% year-on-year increase in adjusted NPAT to US$212 million.

Over the full year, Ansell paid 68.1 US cents per share in dividends, up 35.7% from the prior year's passive income payouts.

The post 3 ASX 200 stocks, including Paladin Energy, storming higher on earnings results this week appeared first on The Motley Fool Australia.

More reading

• 5 ASX shares downgraded by Morgans post-results
• Buy, hold, sell: Mineral Resources, Ansell, CBA shares
• These are the 10 most shorted ASX shares
• 5 things to watch on the ASX 200 on Monday
• 9 ASX 200 shares with strengthened buy ratings this week

Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended Ansell and Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX All Ordinaries Index (ASX: XAO) gold stock Titan Minerals Ltd (ASX: TTM) is marching higher today.

Shares in the South American-focused gold and copper miner closed trading yesterday for 66.5 cents. In morning trade on Friday, shares are changing hands for 67.5 cents each, up 1.5%.

This sees the Titan Minerals share price up 53.4% since this time last year.

For some context, the All Ordinaries Index is up 0.2% at this same time and also up 0.2% over 12 months.

And according to the analysts at Euroz Hartleys, Titan Minerals is well-placed to keep smashing the benchmark returns in the year ahead.

ASX All Ords gold stock tipped for 200% gains

On 20 August, Titan Minerals released an update on its 100% held Dynasty Gold Project, located in Ecuador.

The ASX All Ords gold stock has been completing a 10,000-metre resource definition drilling program at the Cerro Verde prospect, within Dynasty, aiming for a Mineral Resource update in early 2027.

Last week, Titan Minerals reported that its latest drilling had struck an "extensive new zone" of gold and silver mineralisation at Cerro Verde.

Among the top drill results, the miner reported an intercept of 33.5 metres at 6.6 grams of gold per tonne and 55.5 grams of silver per tonne (6.6 g/t Au, 55.5 g/t Ag).

"Our technical team are highly encouraged by these latest results, which have provided a breakthrough in our understanding of the major mineralisation pathways and controls at Dynasty," Titan CEO Melanie Leighton said.

Euroz Hartleys was also impressed. The broker noted:

Importantly, the ~250gm AuEq intersection lies outside the current resource, suggesting potential for a meaningful addition to the existing resource base, which currently stands at 3.9Moz gold and 26Moz silver.

The discovery is particularly significant because it reveals a previously unrecognised northwest-trending structural corridor that may have been overlooked by earlier drilling, noting previous holes in this area were largely drilled parallel to these structures, hence mineralisation may have been missed.

Summarising their bullish outlook on the ASX All Ords gold stock, the analysts at Euroz Hartleys concluded:

TTM has identified multiple high-priority targets along this structural corridor and plans to commence follow-up drilling shortly to test extensions and repeat zones of mineralisation.

If further drilling confirms continuity of the shear-hosted system, the discovery could materially expand the Dynasty resource and strengthen the project's long-term growth potential.

Euroz Hartleys maintained its speculative buy recommendation on Titan Minerals but lifted its price target to $2.02 a share (from $1.93).

This implies a potential upside of more than 199% from current levels.

The post Up 53%: Why this surging ASX All Ords gold stock just earned a major broker upgrade appeared first on The Motley Fool Australia.

More reading

• Why is this ASX small cap up 160% to get an ASX 'speeding ticket'?
• Buy, hold, sell: New Hope, BOQ, Santos shares
• Could the RBA really hike interest rates again this month?
• Here's how Fortescue, Rio Tinto and BHP shares stacked up in August
• Down 12% in a month: Is the rally finally over for CBA shares?

Motley Fool contributor Bernd Struben 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.