This disappointing session for the Australian stock market followed a far more upbeat morning over on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) had a very nice time indeed, rising 0.69%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) did even better, gaining a solid 1.05%.

But let's get back to the local markets for a closer look at how today's losses cascaded down into the different ASX sectors this Thursday.

Winners and losers

Despite the market's losses, there were plenty of sectors that managed to make hay today.

But first, it was energy stocks that were hit the hardest this session. The S&P/ASX 200 Energy Index (ASX: XEJ) had crashed 2.42% by the close of trade.

Mining shares weren't much better, with the S&P/ASX 200 Materials Index (ASX: XMJ) plunging 1.96%.

Gold stocks didn't hold their value. The All Ordinaries Gold Index (ASX: XGD) cratered by 1.95%.

The same could be said of consumer discretionary shares, evident by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)'s 1.72% dive.

That's it for the red sectors, though. Turning to the green corners of the market, it was industrial stocks that shone the brightest. The S&P/ASX 200 Industrials Index (ASX: XNJ) saw its value surge 0.9% this Thursday.

Real estate investment trusts (REITs) were also in demand, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) recording a 0.76% jump.

Communications shares also ran hot. The S&P/ASX 200 Communication Services Index (ASX: XTJ) roared 0.52% higher today.

Financial stocks weren't without buyers, illustrated by the S&P/ASX 200 Financials Index (ASX: XFJ)'s 0.44% leap.

Consumer staples shares didn't miss out either. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) galloped up 0.36% this session.

Healthcare stocks were a little tamer, with the S&P/ASX 200 Healthcare Index (ASX: XHJ) advancing 0.908%.

Ditto for utilities shares. The S&P/ASX 200 Utilities Index (ASX: XUJ) got a 0.05% bump today.

Finally, tech shares only just got in under the wire, as you can see by the S&P/ASX 200 Information Technology Index (ASX: XIJ)'s 0.01% uptick.

Top 10 ASX 200 shares countdown

Today's winner was embattled data centre operator NextDC Ltd (ASX: NXT). NextDC stock surged 7.48% this session to close at $5.75 a share.

This appeared to be a big rebound following yesterday's massive plunge to an eight-year low.

Here's how the other winners pulled up at the kerb:

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

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

ASX 200 expected to fall

It looks set to be a poor session for Australian investors following a weak night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 53 points or 0.6% lower this morning. In the United States, the Dow Jones fell 0.65%, the S&P 500 dropped 0.2%, and the Nasdaq fell 0.2%.

ASX 200 shares paying dividends

A number of ASX 200 shares are rewarding their shareholders with dividends on Thursday. This includes Aurelia Metals Ltd (ASX: AMI), Brambles Ltd (ASX: BXB), Cleanaway Waste Management Ltd (ASX: CWY), Medibank Private Ltd (ASX: MPL), and Westgold Resources Ltd (ASX: WGX). The latter will be paying a fully franked 10 cents per share dividend to eligible shareholders.

Oil prices mixed

ASX 200 energy shares Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO) will be on watch after a mixed night for oil prices. According to Bloomberg, the WTI crude oil price is down 0.6% to US$88.91 a barrel and the Brent crude oil price is up 0.3% to US$100.88 a barrel. Traders appear undecided with where oil prices are going next.

Buy ALS shares

ALS Ltd (ASX: ALQ) shares are still in the buy zone according to Bell Potter. This morning, the broker has retained its buy rating with a trimmed price target of $24.00. It said: "We are becoming increasingly cautious of a deceleration in exploration activity growth from FY28, compounded by weakening Junior equity raisings, a resurgence of cost input inflation observed across the global mining industry, rising bond yields and a weakening gold price environment. That said, indicators point to short-term buoyant conditions in the exploration market, and given the 1Q FY27 Trading Update, we reiterate our position that FY27 Minerals organic revenue growth guidance appears conservative."

Gold price drops

It could be a tough day for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price dropped overnight. According to CNBC, the gold futures price is down 1.35% to US$4,131 an ounce. The release of the US Federal Reserve's minutes revealed expectations for another rate hike.

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

After three days of selling this week, today's session made it a fourth, with the ASX 200 opening in red territory this morning and staying there all day. By the time trading wrapped up, the index had slumped another 0.89%, leaving the index at 8,741.2 points as we head into the weekend.

This rough end to the Australian trading week today comes after a tough night up on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) wasn't playing ball, dropping 0.6%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared similarly, falling 0.65%.

But let's get back to the local markets now for a look at how the various ASX sectors ended their respective weeks.

Winners and losers

Unlike yesterday's session, there were some sectors that escaped the selling this Friday.

But first, it was mining shares that were hit the hardest. The S&P/ASX 200 Materials Index (ASX: XMJ) had an awful time of it, plunging 3.68%.

Gold stocks were smashed too, with the All Ordinaries Gold Index (ASX: XGD) tanking by 2.69%.

Tech shares had another shocker. The S&P/ASX 200 Information Technology Index (ASX: XIJ) cratered by 2.05% today.

Healthcare stocks weren't exempt either, evident from the S&P/ASX 200 Healthcare Index (ASX: XHJ)'s 1.24% dive.

Real estate investment trusts (REITs) came next. The S&P/ASX 200 A-REIT Index (ASX: XPJ) was sent home 0.95% lower.

Consumer discretionary shares didn't get much love, with the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) dipping 0.7%.

We could say the same for energy stocks. The S&P/ASX 200 Energy Index (ASX: XEJ) lost an early lead to close down 0.66%.

Our last losers this Friday were communications shares, illustrated by the S&P/ASX 200 Communication Services Index (ASX: XTJ)'s 0.08% slip.

Turning to the lucky green sectors now, it was financial stocks that held up the best. The S&P/ASX 200 Financials Index (ASX: XFJ) added a healthy 1.08% to its total this session.

Industrial shares were spared as well, with the S&P/ASX 200 Industrials Index (ASX: XNJ) lifting 0.24%.

Utilities stocks matched that gain. The S&P/ASX 200 Utilities Index (ASX: XUJ) also climbed 0.24%.

Finally, consumer staples shares proved to be a safe haven, as you can see by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)'s 0.04% uptick.

Top 10 ASX 200 shares countdown

Today's best stock was insurer Insurance Australia Group Ltd (ASX: IAG). IAG shares bounced a decent 4.23% higher this session to close the week at $8.14 each.

This healthy jump came despite no obvious catalysts from the company itself.

Here's the rest of today's best:

Enjoy the weekend!

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

I've selected three major companies that brokers have put a buy rating on over the past week or so.

Let's see who they like.

Qantas Ltd (ASX: QAN)

The team at Morgan Stanley liked what they saw from the Qantas result and believes the national carrier can continue to perform.

They have called the pick one of their "highest conviction Australian industrials ideas", with a bullish price target to go along with it.

Why do they like the stock? In their own words:

The FY26 result reinforced our view that QAN can offset near term fuel pressure through pricing and capacity actions, while International earnings potential remains underappreciated. We see improving earnings quality, resilient demand and a clearer path to higher International margins.

Morgan Stanely said the airline was trading below the valuation level of its international peers by about 20%, despite its high returns.

The broker noted that there was some risk that jet fuel prices would remain elevated and fares would fail to offset the increase.

Morgan Stanely has a price target of $12.80 on Qantas shares.

Brambles Ltd (ASX: BXB)

UBS has had a look at information such as Nielsen data on fast-moving consumer goods sales to get a handle on the sort of demand Brambles might be enjoying.

The data is mixed, with US food and beverage sales down less than 1% from June to August, while European volumes were up 5% year on year in July.

In terms of the impact on Brambles' CHEP business, volumes were up 1% in the second half of FY26, "with -2% like-for-like volume more than offset by net new business wins''.

UBS said Brambles is currently trading at a discount to the ASX industrials, not including health and financials.

The broker's price target on Brambles is $24.50.

Pexa Group Ltd (ASX: PXA)

Property sales compliance platform Pexa is likely to be affected by the decline in property transactions resulting from the Federal Government's changes to capital gains tax and negative gearing rules.

Macquarie's recent research report on Pexa indicates that settlement activity in New South Wales and Queensland did indeed fall sharply in August compared with the same month a year ago.

The broker has not changed its price target on Pexa, however, meaning recent share price weakness theoretically means more upside for investors.

Macquarie's price target on Pexa is $13.90. Pexa is currently valued at $1.33 billion.

The post 3 ASX 200 shares tipped to return 27% to 87% appeared first on The Motley Fool Australia.

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

ASX 200 to rise

The Australian share market looks set for a better session on Wednesday despite a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 17 points or 0.2% higher. In the United States, the Dow Jones fell 1.2%, the S&P 500 dropped 0.6%, and the Nasdaq was 0.3% lower.

Oil prices jump

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 jumped overnight. According to Bloomberg, the WTI crude oil price is up 3% to US$94.25 a barrel and the Brent crude oil price is up 2.4% to US$99.36 a barrel. This follows reports of an Iranian attack on US Navy ships.

Accumulate Paladin Energy shares

Morgans has been looking at Paladin Energy Ltd (ASX: PDN) and particularly the Patterson Lake South resource. In response, it has maintained its accumulate rating with a trimmed price target of $13.30. It said: "We expect the resource and mine life to increase materially in time. Simply simple – PLS is one of the highest-grade undeveloped uranium projects globally, but its development plan is surprisingly conventional, with a TBM decline, proven mining methods, a standard Athabasca processing flowsheet and uncomplicated tailings storage reducing technical risk. We maintain an ACCUMULATE rating with a reduced price target A$13.30ps (previously A$14.10ps) with the removal of our 10% price premium."

Gold price falls

ASX 200 gold shares including Westgold Resources Ltd (ASX: WGX) and Northern Star Resources Ltd (ASX: NST) could have a poor session on Wednesday after the gold price pulled back meaningfully. According to CNBC, the gold futures price is down 1.7% to US$4,400 an ounce. Traders were selling gold ahead of the release of US inflation data.

ASX 200 shares going ex-dividend

A number of ASX 200 shares are going ex-dividend today and could trade lower. This includes Brambles Ltd (ASX: BXB), CSL Ltd (ASX: CSL), Evolution Mining Ltd (ASX: EVN), IGO Ltd (ASX: IGO), and Northern Star. CSL will be paying shareholders 227.7 cents per share early next month on 2 October.

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

Hundreds of S&P/ASX All Ords Index (ASX: XAO) companies announced their next dividends during the EOFY reporting season.

We're helping you keep track of ex-dividend dates with an article every Friday.

Here is a sample of the ASX shares due to trade ex-dividend next week.

Remember, in order to receive a dividend, you must own the ASX share before its ex-dividend date.

ASX shares with ex-dividend dates next week

Check out which ASX shares begin trading ex-dividend today.

The post 40 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

That's because the broker has just released an update on its Core Portfolio.

Here's what Bell Potter holds in its portfolio:

ANZ Group Holdings Ltd (ASX: ANZ)

This big four bank features in the portfolio due to its earnings resilience, income, and valuation. In addition, Bell Potter thinks it is better positioned than its major bank peers. It explains:

We hold ANZ as our preferred exposure to the Australian banking sector, offering a compelling combination of earnings resilience, attractive income and valuation support. We increased our position as we see ANZ as better positioned than its major bank peers, many of which continue to trade on demanding multiples.

Higher interest rates should continue to support margins and profitability, while a strong capital position underpins sustainable dividend payments and shareholder returns. As the domestic economy navigates a higher-for-longer interest rate environment, ANZ provides exposure to improving credit demand, robust cash generation and potential earnings upgrades, while still trading at a discount to the sector ' s highest-rated names.

Brambles Ltd (ASX: BXB)

Another ASX share that could be worth considering is supply chain logistics company Brambles.

Bell Potter likes the company due to its recurring revenues, strong free cash flow generation, and attractive returns on invested capital. It explains:

We hold Brambles for its exposure to a high-quality global logistics franchise with recurring revenues, strong free cash flow generation and attractive returns on invested capital. Through its market-leading CHEP pallet pooling network, Brambles benefits from powerful network effects and long-term structural growth in supply chain outsourcing. Recent operational challenges in the US appear temporary rather than structural, creating an opportunity to buy a quality business at a more attractive valuation.

As pallet repair capacity normalises, earnings growth should reaccelerate, supported by improving economic activity, greater pooling penetration and digitisation initiatives that enhance productivity and margins. We believe the market is underappreciating the resilience of the franchise and the potential for earnings upgrades as operational performance improves.

South32 Ltd (ASX: S32)

A final ASX share that Bell Potter is positive on is mining giant South32. It likes the company's exposure to global electrification and infrastructure investment through its copper and zinc operations.

The broker also highlights that it sees significant value in South32's copper growth pipeline. This includes the Sierra Gorda expansion and Hermosa development. Bell Potter said:

We hold South32 as a simplified base-metals growth story with increasing leverage to copper and zinc, two commodities that sit at the heart of global electrification and infrastructure investment. The sale of the aluminium business to Alcoa transforms South32 into a more focused mining company, reducing earnings volatility, lowering legacy liabilities and improving the overall quality of the asset portfolio. The transaction is expected to leave the company with substantial balance sheet flexibility, supporting capital returns while retaining the capacity to fund future growth.

We see significant value in South32's copper growth pipeline, including the Sierra Gorda expansion and Hermosa development, which provide long-duration exposure to commodities benefiting from the energy transition and the build-out of AI and data-centre infrastructure. As the business becomes increasingly weighted toward higher-growth, higher-multiple base metals, we believe South32 is well positioned to deliver both earnings growth and a valuation re-rating over the medium term.

The post Bell Potter names the best ASX shares to buy in August appeared first on The Motley Fool Australia.

Roughly half of the S&P/ASX 200 Index (ASX: XJO) has reported its FY26 numbers.

Companies that beat their guidance have been rewarded, and those that missed have been sold hard within minutes of the announcement hitting the market.

Three results released this week captured that divide neatly, and each one tells you something different about what the market is currently willing to pay for.

Zip: the standout of ASX reporting season

Zip Co Ltd (ASX: ZIP) delivered the cleanest beat of the week.

Its FY26 result showed total transaction volume of $16.7 billion, up 27.2%, on revenue that rose 24.6% to $1.35 billion. Cash EBTDA jumped 57.9% to $268.9 million, comfortably ahead of the $260 million guidance.

Net profit after tax climbed 45.7% to $116.4 million.

The United States did the heavy lifting again, with transaction volume there up 42.5% in local currency across 4.6 million active customers.

Management is now guiding to cash EBTDA of $340 million in FY27.

The shares surged on the day, and several brokers reaffirmed their buy ratings.

Even so, Zip remains down roughly 23% for the calendar year.

Northern Star: record profit with a catch

Northern Star Resources Ltd (ASX: NST) posted the biggest headline number of the day.

The company's FY26 result delivered revenue of $7.6 billion, underlying EBITDA of $4.3 billion and underlying net profit after tax of $1.8 billion.

The company sold 1.54 million ounces of gold at an all-in sustaining cost of $2,698 per ounce.

The full-year dividend rose to 55 cents per share.

The catch lies within the cash flow statement. Underlying free cash flow was only $190 million, as KCGM's capital spending has reached its peak.

FY27 guidance compounds the point, with production of 1.5 million to 1.65 million ounces expected at an all-in sustaining cost of $3,050 to $3,450 per ounce.

That is a meaningful step up in costs.

Brambles: resilient, but not enough

Brambles Ltd (ASX: BXB) had a tough time this reporting season.

Its FY26 numbers showed sales revenue up 2% and underlying profit up 4%.

Excluding a US$90 million hit from United States repair capacity constraints, profit would have risen 11%.

Free cash flow before dividends topped US$1 billion for a second consecutive year, and dividends rose 16% to 46.15 US cents per share alongside US$509 million of buybacks.

Chief executive Graham Chipchase was measured about the year.

We delivered a resilient financial result while advancing the customer operational and sustainability initiatives that strengthen our long-term competitive advantage.

The market wanted more, and the shares drifted lower despite a dividend increase that would have been celebrated in a quieter year.

FY27 guidance of 2% to 6% underlying profit growth includes a further US$35 million to US$55 million repair drag.

What the rest of ASX reporting season holds

The heaviest week is still ahead.

Fortescue, Woodside and Coles report early next week, while Woolworths, WiseTech and Domino's follow on 26 August.

Wesfarmers, Qantas and South32 close things out on 27 August.

The full calendar runs through to the end of the month.

Foolish takeaway

ASX reporting season rewards clarity more than it rewards size.

Zip beat its own guidance and told investors exactly what FY27 should look like.

Northern Star delivered a record profit but flagged materially higher costs ahead.

Brambles did neither particularly well nor particularly badly.

With the biggest week of ASX reporting season still to come, investors may want to wait a bit longer before judging whether this reporting season was a success.

The post Brokers name the ASX 200 winners and losers from the first half of reporting season appeared first on The Motley Fool Australia.

What did Brambles report?

• Sales revenue: US$7,042.9 million, up 2% (constant FX)
• Underlying profit: US$1,494.4 million, up 4% (constant FX)
• Operating profit after tax: US$948.5 million, up 5% (constant FX)
• Basic EPS (continuing operations): 69.9 US cents, up 6% (constant FX)
• Final dividend: 23.15 US cents per share (total FY26 dividends up 16% on FY25)
• Free cash flow before dividends: US$1,048.2 million

What else do investors need to know?

Brambles navigated a year marked by persistent inflation and softer consumer demand, especially across its major US and European markets. The company faced operational challenges in the US during the fourth quarter, including repair capacity constraints that created service level issues and dented underlying profit by about US$90 million.

Despite these headwinds, Brambles invested in network upgrades and additional pallet purchases to improve availability and service quality for customers, with clear plans to boost repair capacity and resilience in the US. Strong demand from new customers and momentum in digital and sustainability initiatives continued across key markets.

What did Brambles management say?

Brambles CEO, Graham Chipchase, commented:

We delivered a resilient FY26 result, growing earnings and generating strong free cash flow while advancing initiatives across quality, network and digital that strengthen our long-term competitive advantage and support future growth and value creation.

Our actions are already delivering positive results, with customer order fulfilment improving materially since mid-April. We remain on track to resolve the repair capacity constraints by the end of the first half of FY27 and position our US business to strengthen customer relationships and pursue growth, with quality as a key source of competitive advantage.

What's next for Brambles?

Looking ahead, Brambles expects sales revenue growth of 2–4% and underlying profit growth of 2–6% at constant currency in FY27. Free cash flow before dividends is forecast between US$800 million and US$950 million.

The company is focused on resolving US repair constraints, accelerating digital transformation, and supporting customers with resilient, efficient supply chains. A decision on a potential North American rollout of its Serialisation+ digital solution is expected in the third quarter of FY27. Brambles also reaffirmed its FY28 margin expansion target and plans to complete its current share buy-back program.

Brambles share price snapshot

The Brambles share price has been a poor performer over the past 12 months. During this time, its shares have fallen 16%, compared to a modest 1.5% gain by the S&P/ASX 200 index (ASX: XJO).

View Original Announcement

The post Brambles earnings: FY26 profit rises, dividend up, outlook steady appeared first on The Motley Fool Australia.

The ASX blue-chip company is the world's largest supplier of reusable wooden pallets and crates used for storing and transporting goods. It has a huge global footprint and operates in more than 60 countries, primarily under the Chep brand. 

The company has been operating for over 150 years and has a strong competitive position in the market.

Brambles' scale, strong cash generation, recurring revenue and long operating history mean it is a classic defensive stock. And these qualities also mean the Australian blue chip is able to pay a regular passive income to its shareholders.

But what if you wanted to generate $5,000 of passive income from Brambles shares every single year? Is it even possible? And if so, what would it entail?

Let's investigate.

What's the latest out of Brambles shares?

At the time of writing, Brambles shares are trading for $19.47 a piece. That's about 15% lower year-to-date and a 16% decline from this time last year.

Brambles shares jumped to an all-time high in September last year, and they stayed relatively consistent for around the next nine months. 

But in mid-May, Brambles shares crashed roughly 26% within a couple of days after the company scaled back its guidance figures for FY26. 

What dividend does Brambles pay its shareholders?

Brambles historically pays its shareholders two partially franked dividends per year, in April and October.

The company most recently paid shareholders a 32.74 cent interim dividend, with 14.05% franking, in April. Assuming Brambles will pay around the same amount for the second half of FY26, a 65 cent total dividend implies a forward dividend yield of around 3.4%.

How many Brambles shares do I need to generate $5,000 per year in passive income?

Assuming Brambles pays a total FY26 dividend of 65 cents per share, investors would need to buy around 7,692 shares in order to earn around $5,000 per year in passive income.

How much would that cost me?

Based on the current share price of $19.47, in order to buy the 7,692 shares needed for the $5,000 passive income in FY26, you would need to invest around $150,000.

It's not a small amount of money, but if a regular and reliable passive income is your goal, it could be a worthwhile investment over the long-term.

And remember, you don't have to invest the full $150,000 at once. You can slowly build your investment over time and let compounding do the rest.

The post How many Brambles shares do I need to buy for $5,000 per year of passive income? appeared first on The Motley Fool Australia.

And ASX dividend shares are a fantastic way to get you there.

The problem is that it can be difficult to work out exactly which shares to buy and how much to invest to get the passive income you want. 

To help, here's a rundown of how to earn a passive income through ASX dividend shares, using $12,000 per year in passive income as an example.

What portfolio size do I need to get $12,000 per year in passive income from ASX shares?

To calculate the portfolio size you'd need to earn $12,000 per year in passive income, you'd need to divide your annual passive income figure by the dividend yield of your overall portfolio. 

So in this case, for example, $12,000 divided by a dividend yield of 3% is $400,000. This $400,000 figure is the portfolio size you'd need to earn this level of passive income each year.

The tricky part is that the answer varies widely depending on the dividend yield of the ASX shares you'd have in your portfolio. 

For example, a portfolio with a dividend yield of around 6% only needs to be half the size of one with a dividend yield of around 3% to generate the same level of dividend income. 

How much do I need if my portfolio yields 4% to 8%?

We've already calculated (above) the balance you'd need to earn $12,000 off a 3% yielding portfolio.

To earn the same passive income off a 4% yielding portfolio, you'd need around $300,000.

Then, to earn $12,000 from a 5% yielding portfolio, it would need to be closer to $240,000.

If your portfolio has an overall dividend yield of around 6%, you'd need to invest closer to $200,000 to receive your $12,000 per year in passive income.

Your portfolio would only need to be around $171,500 to earn $12,000 if it had an overall yield of 7%.

Portfolios yielding 8% would need to be around $150,000 to earn the same $12,000 per year.

And so on. As your dividend yield increases, the portfolio size needed to earn the same level of passive income goes down.

These figures are based on cash dividends before any tax or franking credit benefits.

Can't I just invest in the highest-yielding stocks so I don't need to put up as much money up front?

Technically, yes, but it would be a bad investment decision.

Generally, the higher yielding the ASX shares, the more risk they carry.

Instead, you'll want to focus on creating a diversified portfolio. For example, you could split your portfolio so that around 70% is invested in mid-range yielding ASX shares, and the remaining 30% is invested in high-yield stocks or riskier shares.

I'd also look to buy ASX shares across multiple sectors to further diversify my portfolio.

It's important to note that your passive income will likely fluctuate with the company's profits and dividend decisions.

Give me some examples of passive-income earning ASX shares that yield around 3% to 6%

There is a huge range of ASX dividend shares available to buy, but here are a few of my favourites, currently yielding between 3% and 6%.

Investment banking business Macquarie Group Ltd (ASX: MQG) pays a dividend yield of around 2.7%.

Meanwhile, mining giant Rio Tinto Ltd (ASX: RIO) pays its shareholders a yield of around 3.6%, and Brambles Ltd (ASX: BXB) yields a little lower at around 3.4%. 

QBE Insurance Group Ltd (ASX: QBE) pays a yield around 4.4%, at the time of writing. ANZ Group Holdings Ltd (ASX: ANZ) yields close to 4.6%.

Woodside Energy Group Ltd (ASX: WDS) pays around a 5.4% dividend yield to shareholders. Meanwhile, packaging giant Amcor Ltd (ASX: AMC) pays closer to 6%.

… and some high-yield options around 7% or more

For higher yields, real estate investment trusts (REITs) are a great option because they still offer diversity across a range of assets or shares. Charter Hall Long WALE REIT (ASX: CLW) yields around 6.8% at the time of writing. 

Elsewhere, Wam Leaders (ASX: WLE) yields just shy of 7%, and Lendlease Group Ltd (ASX: LLC) yields around 7.8%.

The post These ASX shares could generate $12,000 per year in passive income appeared first on The Motley Fool Australia.

After keeping to red territory all day, the ASX 200 ended up closing 0.5% lower. That leaves the index at 8,796.7 points as we head into the weekend.

This rough day for the Australian markets followed a similar session on Wall Street overnight.

The Dow Jones Industrial Average Index (DJX: .DJI) was not in a good mood, dropping 0.2% lower.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was punished even harder, falling a nasty 1.47%.

But let's return to the local boards now and take a closer look at what was happening with the various ASX sectors this Friday.

Winners and losers

No one should be surprised to see that there were more losers than winners today.

Leading said losers were gold stocks. The All Ordinaries Gold Index (ASX: XGD) was slammed this session, crashing 4.95%.

Broader mining shares were also slammed, with the S&P/ASX 200 Materials Index (ASX: XMJ) tanking 2.91%.

Tech stocks sank hard as well. The S&P/ASX 200 Information Technology Index (ASX: XIJ) cratered 1.6%.

Next on the red list were healthcare shares, illustrated by the S&P/ASX 200 Healthcare Index (ASX: XHJ)'s 0.34% dive.

Our final losers this Friday were financial stocks. The S&P/ASX 200 Financials Index (ASX: XFJ) lifted 0.1% by the closing bell.

Let's turn to the green sectors now. It was utilities shares that fronted the pack, with the S&P/ASX 200 Utilities Index (ASX: XUJ) surging up 1.77%.

Energy stocks ran hot, too. The S&P/ASX 200 Energy Index (ASX: XEJ) soared 1.66% higher this Friday.

Communications shares were also in demand, as you can see from the S&P/ASX 200 Communication Services Index (ASX: XTJ)'s 1.62% lift.

Consumer staples stocks weren't left out either. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) bounced up 1.06% today.

Real estate investment trusts (REITs) came next, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) seeing its value spike 1.02%.

After REITs, we had industrial shares. The S&P/ASX 200 Industrials Index (ASX: XNJ) enjoyed a 0.65% improvement this session.

Last and least, consumer discretionary stocks just stuck the landing, evidenced by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)'s 0.48% jump.

Top 10 ASX 200 shares countdown

Today's top stock was once again the financial services company AMP Ltd (ASX: AMP). AMP shares rocketed another 6.32% today to close at $2.02 each.

This seems to be a continuation of the goodwill we saw yesterday following the earnings update that was released.

Here's the rest of today's best: 

Enjoy the weekend!

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

Meanwhile, three experts have revealed their views on three ASX 200 shares.

Let's see what they think. 

Karoon Energy Ltd (ASX: KAR)

The Karoon Energy share price is $1.29, down 5.8% today and down 17% in the calendar year to date (YTD). 

Karoon Energy shares tumbled 11% last Tuesday when the company issued production downgrades.

Calendar year 2026 total production guidance was revised to a range of 7.2 MMboe to 8.2 MMboe.

That's down from 8.1 MMboe to 9.2 MMboe previously.

Citi reiterated its buy rating on this ASX 200 energy share but cut its 12-month target from $2.50 to $1.75.

Last week, oil prices slumped back to pre-war levels after the US and Iran signed an interim deal and began new talks in Switzerland.

Brambles Ltd (ASX: BXB)

The Brambles share price is $19.57, up 2.6% today, and down 14% YTD.

Christopher Watt from Bell Potter has a hold rating on this ASX 200 industrials share. 

On The Bull, Watt explained: 

The underlying franchise remains high quality, but a recent trading update introduced uncertainty around supply constraints, freight costs, plant inefficiencies and softer conditions in parts of Europe, Middle East and Africa.

Management has presented a credible plan to improve capacity through new pallets and service centres, but the financial recovery may take longer than the operational fix.

With earnings expectations still at risk, the outlook is balanced.

REA Group Ltd (ASX: REA)

The REA share price is $133.43, up 1.4% today and down 28% YTD. 

Michael Ardrey from Bell Potter has a sell rating on this ASX 200 communications share. 

REA expects no growth in home values across the combined capital cities in CY26, and a rebound to 5.5% growth in CY27.

Ardrey explained the broker's reiterated sell recommendation: 

Our thesis rests on REA's share price declining from a reduction in EPS forecasts in-line with market pricing, driven by: (1) Elevated near-term RBA cash rate forecast driving softening in demand for lending, (2) Recent budget measures adversely impacting investment in property as an asset class, largely in the investor book partially offset by owner-occupied; (3) Both factors combining to negatively impact average national dwelling values and listing volumes more than offsetting Buy yield for REA; and (4) REA's history of EPS declines in a falling 12-mth average dwelling price environment.

The analyst gave REA shares a 12-month target of $133, down from $137.

The post Buy, hold, sell: Karoon Energy, Brambles, REA shares appeared first on The Motley Fool Australia.

Shares in the S&P/ASX 200 Index (ASX: XJO) supply chain logistics company – which counts as the world's largest supplier of reusable wooden pallets and crates – closed yesterday trading for $18.85. In afternoon trade on Wednesday, shares are changing hands for $19.20 apiece, up 1.8%.

For some context, the ASX 200 is up 0.2% at this same time.

Brambles shares have been enjoying a solid run of outperformance in June. Since market close on 3 June, shares have leapt 17.1%.

Despite that strong rebound, shares in the ASX 200 stock remain down 18.3% over the past 12 months, underperforming the 2.9% one-year gains posted by the benchmark index.

Though we shouldn't forget that passive income. Brambles did pay out 64.7 cents a share in partly-franked dividends over this time, which sees the stock trading on a 3.4% partly-franked trailing dividend yield.

Which brings us back to our headline question.

Should I buy Brambles shares today?

Bell Potter Securities' Christopher Watt recently ran his slide rule over the ASX 200 stock (courtesy of The Bull).

"Brambles is a supply chain logistics giant," he noted.

Commenting on the company's 18 May trading update, Watt noted:

The underlying franchise remains high quality, but a recent trading update introduced uncertainty around supply constraints, freight costs, plant inefficiencies and softer conditions in parts of Europe, Middle East and Africa.

Summarising his hold recommendation on Brambles shares, Watt concluded:

Management has presented a credible plan to improve capacity through new pallets and service centres, but the financial recovery may take longer than the operational fix. With earnings expectations still at risk, the outlook is balanced.

What's the latest from the ASX 200 stock?

In the trading update Watt mentioned above, Brambles lowered its full-year FY 2026 sales revenue growth guidance to the range of 2% to 3%, down from prior growth guidance of 3% to 4%.

The company also lowered its FY 2026 underlying profit growth to between 3% and 5%, down from prior guidance of 8% to 11% (both at constant FX).

Brambles said the downgrade was mainly driven by the estimated US$60 million earnings impact from repair capacity constraints in parts of its US subcontracted service centre network.

The company also announced a new US$400 million on-market share buyback.

Brambles CEO Graham Chipchase said:

The additional US$400 million share buy-back to be undertaken reflects our confidence in the underlying strength of our business and its ability to deliver sustained free cash flow generation.

Despite the buyback news, Brambles shares still crashed 20.2% on the day the update was released.

The post Brambles shares: Buy, hold or sell? appeared first on The Motley Fool Australia.

Experts say some ASX shares are likely to defy current market trends.

Let's take a look at seven shares with buy ratings and ambitious 12-month price targets from the professionals.

Champion Iron Ltd (ASX: CIA)

The Champion Iron share price closed at $4.25 on Friday.

The ASX 200 iron ore small-cap share has lost 31% of its valuation in 2026.

RBC Capital has confidence this stock can turn it around.

The broker has a buy rating and an $8.07 price target, suggesting 90% growth over the next 12 months.

Brambles Ltd (ASX: BXB)

The Brambles share price closed last week at $16.92.

This ASX 200 industrial share has tumbled 26% in 2026 so far.

RBC Capital has hope for Brambles shares.

The broker reiterates its buy rating with a $27 price target.

This indicates a potential near-60% upside ahead.

Iperionx Ltd (ASX: IPX)

The Iperion share price finished Friday's session at $5.43.

This ASX materials share is down 6.2% in the calendar year to date (YTD).

Bell Potter maintains its buy rating with an $8.25 price target.

This implies a potential 52% upside ahead.

Megaport Ltd (ASX: MP1)

The Megaport share price closed last week at $18.48 apiece.

This ASX 200 tech share is up 50% so far in 2026.

Megaport shares ripped 19% last week and set a 52-week high of $21.16 on Friday.

The share price surge followed news of four new AI infrastructure contracts worth $458.9 million.

To fund the capex requirements for the new work, Megaport launched a fully underwritten $827.3 million entitlement offer.

Macquarie retains its buy rating and lifted its 12-month target from $26.30 to $27.80.

This implies potential capital gains of 50% ahead.

Qantas Airways Ltd (ASX: QAN)

The Qantas share price finished last week at $9.19.

The ASX 200 airline share has dropped 12.4% YTD.

Goldman Sachs renewed its buy rating on Qantas with a $12.25 share price target.

This implies a potential 33% increase over the next 12 months.

Pro Medicus Ltd (ASX: PME) 

The Pro Medicus share price closed at $165.64 last week.

Macquarie maintains its buy rating on this ASX 200 healthcare share with a $221 target.

This suggests a potential 33% upside ahead.

Newmont Corporation CDI (ASX: NEM)

The Newmont share price finished at $148.76 on Friday.

This ASX 200 gold share has dipped 1.6% in 2026 while the gold price has lifted 3.3%.

UBS has a buy rating on Newmont shares with a 12-month target of $195.

This suggests a possible 31% upside ahead.

The post 7 ASX shares set to soar 30% to 90% in 12 months: experts appeared first on The Motley Fool Australia.

After opening sharply lower compared to yesterday's close, the ASX 200 remained in red territory all session and ended up closing down 1.13%. That leaves the index at 8,686.1 points.

This tough day on the local bourse for Australian investors came after a similarly bearish session on Wall Street last night.

The Dow Jones Industrial Average Index (DJX: .DJI) was in a foul mood, dropping 1.21%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn't much better, falling 0.89%.

But let's return to ASX shares now and take a look at how today's tough trading conditions percolated down into the different ASX sectors today.

Winners and losers

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

In afternoon trade on Thursday, Elders shares are up 1.1%, trading for $5.38 apiece.

Despite that uptick, shares in the ASX 200 agribusiness remain down 12.5% over the past 12 months and down 21% in 2026. Offering some solace to investors nursing those losses, Elders shares trade on a 6.7% fully-franked trailing dividend yield.

Brambles shares have had an even tougher year.

Up 2% today at $16.74 each, shares in the ASX 200 supply pallets and crates supplier are down 28% over 12 months and down 26.6% year to date. Brambles stock trades on a partly franked 3.9% trailing dividend yield.

To put this rather dismal performance in some perspective, the ASX 200 has gained 1.6% over the past year and is down 0.6% in 2026.

And looking ahead, Red Leaf Securities' John Athanasiou expects both stocks will continue to underperform over the coming months (courtesy of The Bull).

Here's why.

Time to sell Brambles shares?

"This supply chain logistics giant has moved from a premium defensive compounder to a more challenged operational story following recent earnings and sales revenue downgrades," Athanasiou said.

And rising costs are chief among those more challenging conditions.

According to Athanasiou:

Disruptions in its United States pallet pooling network have exposed execution issues, resulting in higher costs. While the CHEP business model remains structurally sound, short-term performance is weighed down by operational inefficiencies and inflationary pressures.

Summarising his sell recommendation on Brambles shares, Athanasiou concluded:

The downgrade cycle has shifted sentiment, with the market now questioning the sustainability of mid-term growth expectations. Until execution stabilises and margins recover, Brambles lacks the earnings momentum required to justify a premium multiple, leaving risk skewed to the downside, in our view. The shares have fallen from $22.10 on May 15 to trade at $16.34 on May 28.

Should I exit Elders shares today?

Atop recommending selling Brambles shares, Athanasiou also has a sell recommendation on Elders shares.

"The company's exposure to agriculture, livestock and rural services make it highly sensitive to seasonal and commodity-driven swings," he said.

And rising debt levels could pose further headwinds.

Athanasiou noted:

While expansion through acquisitions has supported scale, it has also increased leverage, which, in our view, reduces balance sheet flexibility. Without a clear cyclical upswing, the outlook remains challenging.

Then there's the impact of the Middle East conflict on energy and diesel prices.

According to Athanasiou:

Elders is exposed to elevated diesel prices, which remains a risk to the company's cost base. In our opinion, the stock offers limited defensive characteristics, making it more suitable as a sell than a hold at this stage of the cycle. The shares have fallen from $7.20 on May 15 to trade at $5.58 on May 28.

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

That's because if you own shares that are likely to fall in value, your portfolio returns could be dragged down along with them.

With that in mind, let's look at three ASX 200 shares that analysts have named as sells this week, courtesy of The Bull. Here's what they are bearish on:

A2 Milk Company Ltd (ASX: A2M)

Catapult Wealth has named A2 Milk shares as a sell this week. It has fears that a recent product recall could damage its brand image in the China market. In addition, the financial services company highlights that supply chain disruptions are constraining product availability. It said:

This infant milk formula company recently initiated a voluntary recall of three small batches of contaminated product sold only in the United States. While the recall didn't impact the key Chinese market, it poses a reputational risk in a country and segment that is sensitive to brand reputation. A recent trading update revealed supply chain disruptions are constraining product availability despite strong underlying demand. The shares have remained under pressure since April when the company downgraded guidance in full year 2026.

Brambles Ltd (ASX: BXB)

The team at Red Leaf Securities is bearish on this logistics solutions company. As a result, it is recommending investors sell Brambles shares this week.

This is due to its belief that the ASX 200 share has gone from being a premium defensive compounder to a more challenged operational story. It explains:

This supply chain logistics giant has moved from a premium defensive compounder to a more challenged operational story following recent earnings and sales revenue downgrades. Disruptions in its United States pallet pooling network have exposed execution issues, resulting in higher costs. While the CHEP business model remains structurally sound, short term performance is weighed down by operational inefficiencies and inflationary pressures.

The downgrade cycle has shifted sentiment, with the market now questioning the sustainability of mid term growth expectations. Until execution stabilises and margins recover, Brambles lacks the earnings momentum required to justify a premium multiple, leaving risk skewed to the downside, in our view. The shares have fallen from $22.10 on May 15 to trade at $16.34 on May 28.

National Australia Bank Ltd (ASX: NAB)

Catapult Wealth has also named NAB shares as a sell this week. It was disappointed with the ASX 200 bank share's performance in the first half.

And with trading conditions getting tough, it isn't confident that NAB will be able to deliver on expectations. It said:

The bank's first half result in fiscal year 2026 was underwhelming, in our view. Investment loans account for about a third of residential lending. Proposed changes to negative gearing and capital gains tax are likely to reduce loan and property price growth, in our view. Given higher interest rates and affordability pressures, NAB may struggle to deliver the growth needed to support current expectations.

The post 3 ASX 200 shares to sell this week according to experts appeared first on The Motley Fool Australia.

According to analysts at Trading Economics:

Over the weekend, both sides exchanged proposals seeking revisions to a draft deal that would prolong the ceasefire and reopen the Strait of Hormuz, though it remained unclear whether meaningful progress had been achieved.

President Donald Trump also reaffirmed his demand that Iran halt its nuclear program and fully restore the strait's status as an open international shipping route.

ASX 200 tech shares are rising strongly today, up 5%, followed by materials and mining stocks, up 1%.

Meanwhile, on The Bull, John Athanasiou from Red Leaf Securities has revealed his ratings on three ASX 200 giants.

Let's take a look.

Aristocrat Leisure Ltd (ASX: ALL)

The Aristocrat share price is $50.20, up 0.2% today, and down 12.3% in the calendar year to date (YTD).

John Athanasiou from Red Leaf Securities has a buy rating on Aristocrat shares this week.

He explains:

The business is transitioning from a traditional gaming supplier into a global digital entertainment platform, with its social gaming division driving much of the growth momentum. This improves margins, lifts earnings visibility and reduces cycles over time.

Land-based gaming remains a stable cash generator, supporting re-investment and shareholder returns.

Management execution has been consistently strong, with disciplined capital allocation and successful integration of acquisitions.

The stock trades at a premium valuation, but, in our view, it's justified by return on equity, offshore growth exposure and a structural earnings upgrade story that continues to play out.

Wesfarmers Ltd (ASX: WES)

Wesfarmers shares are $50.20, down 0.2% today, and down 3% YTD.

Athanasiou put a hold rating on Wesfarmers shares this week.

He comments:

The industrial conglomerate's performance is supported by a diversified portfolio across retail, industrials and chemicals.

The group's strength lies in disciplined capital allocation and its ability to generate steady returns across cycles. However, in our view, near term growth is likely to remain subdued as consumer spending normalises and retail conditions become more selective.

Hardware giant Bunnings continues to provide earnings stability.

The stock's valuation appropriately reflects its quality profile, leaving limited re-rating potential in the absence of a stronger macro tailwind.

Wesfarmers remains a reliable long term holding, but it's best viewed as a steady compounder rather than a growth catalyst.

Brambles Ltd (ASX: BXB)

The Brambles share price is $16.68, up 0.7% today, and down 27% YTD.

Athanasiou has a sell rating on Brambles shares this week.

He notes a steep decline in the ASX 200 industrial share's valuation from $22.10 per share on 15 May to $16.68 today.

He says:

This supply chain logistics giant has moved from a premium defensive compounder to a more challenged operational story following recent earnings and sales revenue downgrades.

Disruptions in its United States pallet pooling network have exposed execution issues, resulting in higher costs.

While the CHEP business model remains structurally sound, short term performance is weighed down by operational inefficiencies and inflationary pressures.

The downgrade cycle has shifted sentiment, with the market now questioning the sustainability of mid term growth expectations.

Until execution stabilises and margins recover, Brambles lacks the earnings momentum required to justify a premium multiple, leaving risk skewed to the downside, in our view.

The post Buy, hold, sell: Aristocrat Leisure, Brambles, Wesfarmers shares appeared first on The Motley Fool Australia.

Unfortunately, not all shares climbed with the market. Here's why these were the worst-performing ASX 200 shares in May:

Tuas Ltd (ASX: TUA)

The Tuas share price was the worst-performer on the ASX 200 index by some distance with a decline of 65%. Investors were selling the Singapore-based telco's shares after it terminated its proposed S$1.4 billion acquisition of M1 Limited. Tuas made the move after authorities learned that its Simba business may have been using radio frequency bands it was not authorised to use. To fund the acquisition, Tuas undertook a A$416 million capital raising at $5.51 per new share. It is unclear what the company will now do with these funds.

Tabcorp Holdings Ltd (ASX: TAH)

The Tabcorp share price was a poor performer and lost 32% of its value in May. The catalyst for this was news that the gambling company has become the subject of an AUSTRAC enforcement investigation. Tabcorp advised that this relates to anti-money laundering and counter-terrorism financing (AML/CTF) compliance. AUSTRAC has stated that the investigation is at an early stage and its approach will be determined once sufficient evidence has been collected and assessed. In response to the news, Tabcorp's CEO, Gillon McLachlan, said: "I am committed to leading a compliant and safe company that understands its risk obligations. Uplifting our risk capability has been an ongoing part of the Company's transformation and we will work constructively with AUSTRAC through this process."

IDP Education Ltd (ASX: IEL)

The IDP Education share price was out of form and sank 32% over the month. This was despite there being no news out of the language testing and student placement company. However, late in the month, the team at Macquarie downgraded IDP Education's shares to an underperform rating (from neutral) with a reduced price target of $2.35 (from $5.45).

Brambles Ltd (ASX: BXB)

The Brambles share price had a tough time in May and dropped 27%. This was driven by a guidance downgrade from the supply chain solutions company. Brambles revealed that it now expects sales revenue growth of 2% to 3% (from 3% to 4%) and underlying profit growth of 3% to 5% (from 8% to 11%). The company's CEO, Graham Chipchase, said: "Our immediate priority is to meet our customers' needs and to restore stability and service in the affected parts of our US network. Our response and ongoing investments in quality reinforce that meeting our customers' needs is non-negotiable. We will not compromise on the investment required to meet the quality, network resilience and service outcomes our customers expect."

The post These were the worst-performing ASX 200 shares in May appeared first on The Motley Fool Australia.