Here's what has happened, and what brokers tip next.

Charter Hall shares

The diversified property funds manager's shares have fallen 2% to an annual low of $18.03 at the time of writing. The latest decline means the shares have now crashed 24% over the past month and they're 27% lower for the year-to-date.

There hasn't been any price sensitive announcement out of the company this week. Instead it looks like it has been hit by a series of headwinds, including higher-than-expected inflation figures and a weakening property market. Concerns about further interest rate hikes are also putting pressure on property-related stocks across the sector.

Even the company's robust FY26 result announcement late last month didn't do enough to reignite investor confidence. Management announced a 26.8% increase in operating earnings, gross property transactions of $17.1 billion and the launch of multiple new funds and partnerships.

The experts are still bullish that there will be some upside ahead. Market Index data shows that the majority have a strong buy rating on Charter Hall shares. The $24.14 average target price implies around a 33% upside ahead, at the time of writing.

GPT Group shares

As one of Australia's largest listed property trusts, GPT is facing the same headwinds as Charter Hall shares this week.

The company, which owns and manages a portfolio of Australian office, logistics, and retail assets, with funds under management of more than $36 billion, is highly sensitive to shifts in property market sentiment.

Its shares are also down around 2% today, to an annual low of $4.41 each. Over the past month the shares have crashed 16%, and they're now 20% lower for the year-to-date.

The company also posted a solid first-half FY26 result last month, including a statutory net profit after tax of $400.1 million for the half year, and a reported investment portfolio occupancy of 97.6%.

Experts are also bullish about the share price outlook over the next 12 months. Market Index data shows the majority have a strong buy rating on GPT Group shares, and the $5.33 average target price implies an upside of around 19%, at the time of writing,

JB Hi-Fi shares

JB Hi-Fi shares are also down around 2% in Thursday lunchtime trade, and changing hands at a two-year low of $64.70 at the time of writing. Over the past month, the shares have fallen 23%, and they're 33% lower year-to-date.

Consumer discretionary stocks like JB Hi-Fi have come under pressure recently amid market concerns about higher interest rates, inflation, and weaker consumer confidence.

And it looks like the company's FY26 results in late August further dampened confidence. Management posted record revenue of $11.06 billion, up 4.8% from FY25. Meanwhile, EBIT increased 5.8% to $734.4 million. On the bottom line, the company reported a net profit after tax (NPAT) of $489.9 million, up 6% year-on-year. After delivering higher profit, management declared a final fully franked dividend of $1.27 per share.

But looking ahead, JB Hi-Fi said it expects a variable trading environment in the short term but notes ongoing resilience among its brands and flagged that the company saw a slight dip in sales in July. 

Investors were clearly spooked, and analysts also seem on the fence about the share price outlook. Market Index data shows broker ratings are split between a buy and a hold. However, after the latest selloff, the $79.34 average target price now implies 21% potential upside.

The post JB Hi-Fi, GPT Group, Charter Hall shares hit 52-week low: Is there any chance of a rebound? appeared first on The Motley Fool Australia.

Reporting season has recently finished, giving experts the chance to look over the numbers and valuations and select some of the best opportunities on the ASX.

Below are two of the most popular ASX 200 shares among analysts.

Breville Group Ltd (ASX: BRG)

Breville is one of the world's leading coffee machine businesses, with multiple brands including Breville, Sage, Lelit and Baratza. It also has a coffee bean business called Beanz.

According to CMC Markets, there have been seven analyst ratings on the business within the last three months. All seven of those ratings were a buy. Not many ASX 200 shares have a 100% positive rating.

The average price target of those seven ratings on the ASX share is $37.36, which implies a possible rise of 18% from where it is at the time of writing. The most optimistic price target is $41.07, suggesting a possible rise of 29%.

FY27 saw solid growth for the business, despite the headwind of US tariffs. Revenue rose 6.7% to $1.81 billion, underlying operating profit (EBITDA) grew 4.5% to $284.1 million, and net profit after tax (NPAT) rose 1.7% to $138.1 million. This allowed the business to fund a 2.7% rise in the annual dividend per share to 38 cents.

Pleasingly, the company delivered double-digit revenue growth in coffee and cooking. Its young markets of China, South Korea, Mexico and Middle East) collectively grew revenue by more than 70%.

To manage exposure to US tariffs on China, it has substantially diversified its manufacturing. More than 85% of its 120-volt product gross profit dollars have now been sourced outside China.

It described the outlook for demand across its markets as "resilient" due to premium consumers, as the company navigates macroeconomic headwinds and company-specific tailwinds, including new product launches, fast-growing new geographies, solution plays and continued store-in-store expansion.

Charter Hall Group (ASX: CHC)

Charter Hall describes itself as a leading fully integrated diversified property investment and funds management group.

The ASX share invests in a diverse portfolio of high-quality properties across core sectors of office, industrial, logistics, retail and social infrastructure.

According to CMC Invest, there have been eight analyst ratings on the business within the last three months. Six of them were a buy rating and two of them were hold.

The average price target of those eight analysts is $25.15, which implies a possible rise of 32% over the next year. The most optimistic price target is $31.07 suggests a possible rise of 63%.

Charter Hall reported in FY26 that group funds under management (FUM) grew by $10 billion over the year to $94.3 billion, which is a strong driver of earnings. FY26 operating earnings per security (OEPS) grew 26.8% to $1.032.

The ASX share is expected to grow its OEPS by 10.5% in FY27 to $1.14, with the distribution expected to grow by another 6%.

The post 2 ASX shares highly recommended to buy: Experts appeared first on The Motley Fool Australia.

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.

What did Charter Hall Group report?

• Operating earnings of $488.1 million, with operating earnings per security (OEPS) post-tax of 103.2 cents, up 26.8%
• Statutory earnings post-tax of $427.9 million
• Distribution per security of 50.7 cents, up 6.0%
• Gross equity inflows of $6.7 billion and $17.1 billion of gross property transactions
• Group funds under management (FUM) reached $94.3 billion, including $76.0 billion of Property FUM
• Property Investment portfolio value of $3.2 billion

What else do investors need to know?

Charter Hall's managed property portfolio remains highly diversified, with no single asset making up more than 6% of the portfolio and government tenants accounting for 26%. Portfolio occupancy stood at 97.8%, supported by a weighted average lease expiry (WALE) of 8.7 years and average rent review of 3.5%.

Development completions reached $1.4 billion, while the development pipeline grew to $20.4 billion, reflecting expanded industrial and office projects. Charter Hall achieved Net Zero Scope 1 and 2 emissions from 1 July 2025, five years ahead of target, and five of its managed portfolios ranked among GRESB's global top 10 for sustainability.

During the year, the group completed $22.6 billion in new and refinanced debt across 66 funds, giving it $1.0 billion in balance sheet investment capacity and a low gearing ratio of 14.2%.

What did Charter Hall Group management say?

David Harrison, Managing Director & Group CEO, said:

FY26 was a strong year for the Group, with record gross equity inflows for the Property Funds Management business of $6.7 billion, gross property transactions of $17.1 billion and the launch of multiple new funds and partnerships.

What's next for Charter Hall Group?

Looking ahead, management expects FY27 post-tax operating earnings per security of around 114.0 cents, representing 10.5% growth, assuming no performance fee revenue. FY27 distribution per security guidance is for 6% growth over FY26 levels. Charter Hall's strategy remains focused on matching quality real estate opportunities with tenant demand and further expanding its funds platform.

Sustained momentum in both institutional and direct investor channels, along with a robust development pipeline and a strong capital position, are set to underpin future earnings and portfolio growth.

Charter Hall Group share price snapshot

The Charter Hall share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a modest decline of 3%.

View Original Announcement

The post Charter Hall Group FY26 earnings: Operating earnings up 26.8% appeared first on The Motley Fool Australia.

There are very few names that have increased their payout every year since the GFC. Owning a stock that has achieved that record is compelling, as it's a sign of growing earnings. It also has the benefit of boosting our bank accounts and helping offset inflation.

Let's get into the three ideas.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

I view Soul Patts as the leader of dividend growth on the ASX. That's because it's the current record holder of the longest stretch of consecutive annual dividend increases.

The business has increased its payout every year since 1998, so we're getting close to 30 years of non-stop dividend growth. The streak is older than the dot com crash!

Its dividend has consistently increased thanks to an investment portfolio focused on defensive and growth investments across a variety of sectors, including energy, property, electrification, swimming schools, and plenty more.

By having a defensive, largely uncorrelated portfolio, Soul Patts' cash flow is diversified and rising over time, giving the business a great tailwind for dividend growth. Organic growth within those investments helps grow the dividends over the long-term too.

On top of that, the business maintains a reasonably conservative dividend payout ratio to ensure it maintains adequate funding for future investment opportunities. For example, its FY26 interim dividend was 54.6% of net cash flow from investments.

APA Group (ASX: APA)

APA is the second-best ASX business when it comes to regular payout growth. It has increased its annual distribution each year since 2004.

The business has used the growing Australian and global demand for energy to increase its earnings and cash flow in the long term. APA has grown its energy portfolio over the years across gas pipelines, solar farms, wind farms, electricity transmission, and more.

Not only has the ASX dividend share benefited from its expanding portfolio, but a large majority of its revenue is linked to inflation, giving it a natural revenue tailwind.

APA is balancing using earnings between investing for growth, improving the health of the balance sheet and/or growing the payout. The FY26 payout of 58 cents per security was 1.8% higher than FY25 – any payout growth is pleasing when it's using so much money to invest for the future.

Charter Hall Group (ASX: CHC)

Another ASX share that has a very long track of dividend growth is a funds management business. Charter Hall can offer clients a diversified property offering, including specialised exposure to specific sectors at beneficial scale.

It offers property investments across different subsectors including office, industrial, logistics, retail and social infrastructure. It also has an investment in funds management of listed equities (shares).

Impressively, the business has increased its annual dividend each year since 2009 – during the GFC.

Charter Hall has benefited from long-term impressive performance within its property funds management business, attracting many billions of dollars of allocations from clients.

The long-term growth of its assets under management (AUM) have allowed the business to increase its operating earnings and hike its dividend over time, leading to its pleasing dividend record.

The post 3 ASX dividend shares raising dividends like clockwork appeared first on The Motley Fool Australia.

Brokers have indicated continuing confidence in several ASX 200 shares this week.

Let's check them out.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price is $55.06, up 2.7% today.

Mineral Resources was among the 5 best ASX 200 mining shares of FY26 for share price growth.

Morgans reiterated its buy call on the miner with a 12-month price target of $68.

This suggests a potential 24% upside ahead.

Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price is $15.24, down 0.9% today.

UBS reiterated its buy rating on Lynas Rare Earths shares with a price target of $22.75.

This implies potential capital gains of 47% ahead.

BHP Group Ltd (ASX: BHP)

The BHP share price is $60.62, up 1.4% today.

Morgan Stanley reaffirmed its buy rating on the market's largest ASX 200 mining share.

The broker has a 12-month target of $67.50, which suggests a potential 12% upside ahead.

Charter Hall Group (ASX: CHC)

The Charter Hall share price is $22.80, up 1.4% today.

Jefferies reiterated its buy rating on the real estate investment trust (REIT) yesterday.

The broker has a 12-month price target of $33.82.

This implies a potential near-50% upside ahead.

Insurance Australia Group Ltd (ASX: IAG)

The IAG share price is $8.46, up 0.2% today.

UBS renewed its buy rating on IAG shares with an $8.80 target.

This implies potential capital growth of 4% for the ASX 200 financial share.

WiseTech Global Ltd (ASX: WTC)

The WiseTech share price is $32.34, down 4.5% today.

Wisetech shares were among the 5 biggest fallers on the ASX 200 in FY26.

Bell Potter reiterated its buy rating on WiseTech shares today with a $71.75 target.

This implies potential capital gains of more than 120% ahead.

Westgold Resources Ltd (ASX: WGX)

The Westgold Resources share price is $4.83, down 0.5% today.

UBS reaffirmed its buy call on the ASX 200 gold share with a 12-month target of $7.75.

This suggests a potential 60% upside ahead.

Zip Co Ltd (ASX: ZIP)

The Zip share price is $2.71, down 2.5% today.

UBS renewed its buy rating on Zip shares this week.

The broker raised its 12-month price target from $3.10 to $4.10.

This suggests more than 50% upside ahead.

Qantas Airways Ltd (ASX: QAN)

The Qantas share price is $10.15, down 0.1% today.

Citi reiterated its buy rating on Qantas shares and increased its target price from $10.40 to $11.40.

This implies a potential 12% upside ahead for the ASX 200 airline share.

The post 9 ASX 200 shares with refreshed buy ratings this week appeared first on The Motley Fool Australia.

That return was comprised of 2.77% capital growth and a 4.23% average dividend yield.

That's an improvement on last year's payout.

In FY25, dividends made up 3.84% of the total 13.81% return.

That was well below the long-term average of about 4.5%.

This last financial year, the market moved closer to the norm.

What pushed dividend yields higher last year?

The increase partly reflects higher earnings among resources companies due to rising commodity prices.

This contributed to an outstanding performance in the ASX 200 materials sector, which lead the 11 market sectors last year.

Materials stocks soared 47.48% and paid a healthy above-average dividend yield of 4.63%.

The energy sector paid an even higher dividend yield at 5.14% in FY26.

But neither paid the best dividend yield of the 11 market sectors.

That title belongs to a much more defensive segment.

Experts say capital gains tax (CGT) changes may prompt investors to seek better yield.

If that rings true for you, the following list will give you a general guide as to which sectors pay best.

Let's take a look at the dividend yields of each of the 11 market sectors in FY26.

Which ASX sectors delivered the best dividend yields?

The sectors are listed in order of highest dividend yield for FY26.

Utilities

The total return for the S&P/ASX 200 Utilities Index (ASX: XUJ) last year was 11.87%.

Dividends made up 5.98% of that total return.

Energy infrastructure company APA Group (ASX: APA) was the sector's best performer for growth.

APA Group shares rose 24%, and are currently trading on a trailing dividend yield of 5.84%.

Energy

The total return for the S&P/ASX 200 Energy Index (ASX: XEJ) was 14.51%.

Dividends represented 5.14% of that return.

ASX 200 coal  producer New Hope Corporation Ltd (ASX: NHC) had the strongest share price growth at 44%.

New Hope Corporation shares have a trailing dividend yield of 4.78%.

Materials

The total return for the S&P/ASX 200 Materials Index (ASX: XMJ) was 52.11% in FY26. 

Dividends made up 4.63% of that return.

The best performer was gold explorer, Minerals 260 Ltd (ASX: MI6), which rocketed 508% in FY26.

Minerals 260 does not pay dividends.

The largest company in the materials sector is BHP Group Ltd (ASX: BHP), which has a trailing yield of 3.47%.

Consumer Staples

The total return for the S&P/ASX 200 Consumer Staples Index (ASX: XSJ) was 13.72%. 

Dividends represented 3.63% of that return.

Woolworths Group Ltd (ASX: WOW) was the top-performing consumer staples share, rising 29%.

Woolworths shares have a trailing yield of 2.24%.

Financials

The total return for the S&P/ASX 200 Financials Index (ASX: XFJ) was 1.69%. 

The index lost 1.89% of its market cap last year, but dividends of 3.58% brought the sector into the green.

New Zealand-based infrastructure investment company, Infratil Ltd (ASX: IFT) was the fastest riser, lifting 29%.

Infratil shares have a trailing dividend yield of 1.22%.

Industrials

The total return for the S&P/ASX 200 Industrials Index (ASX: XNJ) was 5.24%.

Dividends made up 3.55% of that return.

Electro Optic Systems Holdings Ltd (ASX: EOS) shares were the fastest risers, rocketing 261%.

Electro Optic Systems does not pay dividends.

The biggest company in the sector is Transurban Group (ASX: TCL), which has a trailing yield of 4.68%.

Real estate & REITs

The total return for the S&P/ASX 200 Real Estate Index (ASX: XPJ) was a negative 2.24%.

The index dropped 5.32% in FY26, but an average dividend yield of 3.08% mitigated the capital loss.

Property fund manager Charter Hall Group (ASX: CHC) outperformed with capital growth of 19%.

The ASX 200 real estate investment trust (REIT) has a trailing dividend yield of 2.3%.

Communications

The total return for the S&P/ASX 200 Communications Index (ASX: XTJ) was a negative 9.41%.

The sector lost 12.4% of its value, but an average dividend yield of 2.99% partially offset the loss.

Aussie Broadband Ltd (ASX: ABB) shares rose the most, lifting 26%.

Aussie Broadband has a trailing dividend yield of 1.03%.

Consumer discretionary

The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) produced a negative total return of 1.21%.

The index fell 3.56%, but an average dividend yield of 2.35% reduced the impact.

The Eagers Automotive Ltd (ASX: APE) share price experienced the most growth, rising 22%.

Eagers Automotive shares have a trailing dividend yield of 3.43%.

Healthcare

The total return for the S&P/ASX 200 Health Care Index (ASX: XHJ) was a negative 36.15%.

The healthcare index fell 37.4%, and an average dividend yield of 1.25% did little to buoy investors' spirits.

4DMedical Ltd (ASX: 4DX) was the outperformer, with its share price skyrocketing 1,786%.

4DMedical does not pay dividends.

The largest company in the sector is CSL Ltd (ASX: CSL), which has a trailing dividend yield of 3.38%.

The healthcare sector is experiencing an extraordinary bounce back, with value investors returning just last month.

Since the pivot point on 3 June, the healthcare index has soared 23%.

Technology

The total return for the S&P/ASX 200 Information Technology Index (ASX: XIJ) was a negative 36.97%.

The index lost 37.22% of its value, and a tiny average dividend yield of 0.25% was barely noticeable to investors.

The Aussie tech sector is comprised predominately of younger growth companies, and not many pay dividends yet.

ASX 200 tech shares tanked in FY26, with only four shares experiencing capital growth.

The stand-out was Codan Ltd (ASX: CDA) shares, which rocketed 119%.

Codan shares have a trailing dividend yield of 0.8%.

Technology is also on the rebound after bottoming out on 30 March.

The post Which ASX 200 sectors paid the highest dividend yields in FY26? appeared first on The Motley Fool Australia.

The benchmark index hit a record 9,202.9 points on 26 February before finishing the year at 8,778.7 points on 30 June.

There are 11 market sectors within the ASX 200.

In this article, we name the top-performing shares by capital growth in each market sector. 

No. 1 shares of the ASX 200 market sectors 

These were the No.1 shares of each market sector based on 12-month share price growth (excluding dividends).

We have listed the sectors from strongest to weakest.

Six of the 11 sectors declined in value last year. 

Materials

The ASX 200 materials sector was the best performer by far. 

The S&P/ASX 200 Materials Index (ASX: XMJ) soared 47.48% and produced total returns of 52.11% in FY26. 

Australia is in the midst of a new mining boom with five key factors driving a new commodities supercycle.

The green energy transition, artificial intelligence (AI) build-out, and central banks diversifying their reserves with gold drove strong commodity price rises in FY26.

The best performing share within the ASX 200 materials sector was gold explorer, Minerals 260 Ltd (ASX: MI6).

The Minerals 260 share price ripped 508% to finish at 73 cents per share on 30 June. 

Consumer Staples

The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) rose 10.09% and delivered total returns of 13.72%. 

Woolworths Group Ltd (ASX: WOW) was the top-performing consumer staples share of the year.

The Woolworths share price rose 28.67% to $40.03 in FY26.

Energy

The S&P/ASX 200 Energy Index (ASX: XEJ) rose 9.37% and delivered total gross returns of 14.51%.

ASX 200 coal  producer New Hope Corporation Ltd (ASX: NHC) recorded the strongest share price growth.

New Hope Corporation shares increased 44.32% to finish the year at $5.34 per share.

Utilities

The S&P/ASX 200 Utilities Index (ASX: XUJ) rose 5.89% and delivered a total return of 11.87%.

Energy infrastructure company APA Group (ASX: APA) was the best performer of the utilities sector. 

The APA Group share price ascended 24.11% to finish FY26 at $10.14.  

Industrials

The S&P/ASX 200 Industrials Index (ASX: XNJ) edged 1.69% higher and produced total returns of 5.24%.

ASX 200 defence share Electro Optic Systems Holdings Ltd (ASX: EOS) recorded the highest capital growth.

The Electro Optic Systems share price soared 261% to finish the year at $10.30. 

Financials

The S&P/ASX 200 Financials Index (ASX: XFJ) fell 1.89% in value, but dividends lifted the total return into the green at 1.69%. 

New Zealand-based infrastructure investment company, Infratil Ltd (ASX: IFT) was the best performer of the financials sector.

The Infratil share price lifted 28.8% to finish the year at $12.61.

Consumer discretionary

The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) fell 3.56% and produced a total negative return of 1.21%.

The Eagers Automotive Ltd (ASX: APE) share price experienced the most growth in the consumer discretionary sector. 

The Eagers Automotive share price rose 21.83% to finish the year at $21.26. 

Real estate & REITs

The S&P/ASX 200 Real Estate Index (ASX: XPJ) dropped 5.32% and delivered a total negative return of 2.24%.

Property fund manager Charter Hall Group (ASX: CHC) outshone its property sector peers.

The ASX real estate investment trust (REIT) rose 19.12% to $22.66 on 30 June. 

Communications

The S&P/ASX 200 Communications Index (ASX: XTJ) tanked 12.4% and delivered a negative total return of 9.41%.

Telco stock Aussie Broadband Ltd (ASX: ABB) rose the most in FY26. 

The Aussie Broadband share price ripped 26.09% to $4.93 on 30 June.

Technology

The S&P/ASX 200 Information Technology Index (ASX: XIJ) dove 37.22%, with a total negative return of 36.97% in FY26. 

Codan Ltd (ASX: CDA) shares outperformed in the technology sector last year.

The Codan share price screamed 119.49% higher to $44.14 on 30 June.

Healthcare

Healthcare was the worst-performing sector of FY26.

The S&P/ASX 200 Health Care Index (ASX: XHJ) tumbled 37.4% and delivered a negative total return of 36.15%.

The 4DMedical Ltd (ASX: 4DX) share price was absolutely unstoppable in FY26. 

Shares in 4DMedical skyrocketed 1,786% to $4.53 on 30 June. 

The respiratory imaging tech company was not only the shining star of the healthcare sector.

It was also the No. 1 stock for capital growth overall in FY26.

The post Top ASX 200 share of each market sector in FY26 appeared first on The Motley Fool Australia.

When this happens, it means the rights to the dividend are locked in and new buyers won't be eligible to receive this payout when it is made.

This means that even if you bought shares today, the rights would stay with the seller and they would receive the dividend on pay day.

So, if you are a shareholder of any of the seven ASX 200 shares named below, you can look forward to a pay check coming your way in the not-so-distant future.

Here's what you need to know:

APA Group (ASX: APA)

This energy infrastructure company's shares are going ex-dividend this morning for its 30.5 cents per share final dividend. Eligible shareholders can look forward to receiving this dividend on 16 September. Based on its last close price, this single payout equates to a 2.8% dividend yield.

Centuria Industrial REIT (ASX: CIP)

Industrial property company Centuria Industrial REIT recently declared a 4.2 cents per share quarterly dividend. It will be paying this to its shareholders on 14 August.

Charter Hall Group (ASX: CHC)

Property giant Charter Hall's shares will be going ex-dividend today for its partially franked 25.8 cents per share dividend. Shareholders can expect to receive this payout at the very end of August.

Dexus (ASX: DXS)

Property developer Dexus recently declared a 17.7 cents per share dividend. This will be paid to eligible shareholders in around two months on 28 August.

Goodman Group (ASX: GMG)

Another ASX 200 share going ex-dividend today is industrial property giant Goodman. It recently declared a 15 cents per share final dividend. This will be paid to eligible shareholders on 26 August. Goodman has now paid out 15 cents per share in dividends every half since 2019.

Mirvac Group (ASX: MGR)

Another property developer that is going ex-dividend this morning is Mirvac. It recently declared a 4.8 cents per share quarterly dividend. Shareholders can look forward to receiving this on 31 August.

Transurban Group (ASX: TCL)

Finally, this toll road giant will be rewarding its shareholders with a 35 cents per share final dividend. They can expect to receive their pay check on 18 August. Based on where this ASX 200 share ended last week, this dividend represents a 2.3% dividend yield.

The post 7 ASX 200 shares going ex-dividend today appeared first on The Motley Fool Australia.

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

ASX 200 expected to rise again

The Australian share market looks set for a positive start to the week despite weakness on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 16 points or 0.2% higher. In the United States, the Dow Jones was down 0.1%, the S&P 500 edged lower, and the Nasdaq fell 0.25%.

Oil prices fall

ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a poor start to the week after oil prices tumbled on Friday night. According to Bloomberg, the WTI crude oil price was down 3.75% to US$69.23 a barrel and the Brent crude oil price was down 4.3% to US$71.99 a barrel. However, reports of an escalation in US-Iran tensions could give oil a boost on Monday.

Buy Neuren shares

The team at Bell Potter thinks investors should be buying Neuren Pharmaceuticals Ltd (ASX: NEU) shares. This morning, the broker has retained its buy rating on the pharmaceuticals company's shares with an improved price target of $23.50. The broker said: "At the latest closing price, we therefore see effectively zero implied value for NEU's second asset, which in itself would be a multi-billion-dollar value asset should it succeed in the Phase 3 trial. The Phase 3 remains in the early stages of recruitment, with results not expected until the end of CY27 at the very earliest (pending recruitment pace). We maintain our BUY recommendation and increase PT to $23.50."

Gold price rises

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a good start to the week after the gold price rose on Friday night. According to CNBC, the gold futures price was up 1.2% to US$4,096.3 an ounce. This gain was driven by a weaker US dollar but couldn't stop gold from recording its fourth weekly loss in a row.

Shares going ex-dividend

A large group of shares are due to go ex-dividend on Monday and could trade lower. This includes APA Group (ASX: APA), Centuria Industrial REIT (ASX: CIP), Charter Hall Group (ASX: CHC), Dexus (ASX: DXS), Goodman Group (ASX: GMG), Mirvac Group (ASX: MGR), and Transurban Group (ASX: TCL). The latter will be rewarding its shareholders with a 35 cents per share final dividend on 18 August.

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

The fastest rising ASX 200 share today is WiseTech Global Ltd (ASX: WTC), which has recovered 4% after yesterday's smashing.

ASX 200 healthcare shares Telix Pharmaceuticals Ltd (ASX: TLX) and Mesoblast Ltd (ASX: MSB) are also among the top risers today.

Both stocks are up by more than 3.5%.

Meanwhile, let's check out 3 ASX 200 shares with new ratings from the experts (courtesy The Bull).

Charter Hall Group (ASX: CHC)

The Charter Hall share price is $22.73, down 0.5% today and down 7% in the calendar year to date (YTD). 

Toby Grimm from Baker Young has a buy rating on this real estate investment trust (REIT).

The analyst said: 

Australia's leading diversified property group has benefited from a strong funds management performance driving multiple earnings upgrades in the past financial year.

With the strong operational trend continuing amid a potential respite in interest rates, the stock offers compelling exposure in a lagging sector that may be a beneficiary of a swing against banks.

The shares have been enjoying favourable momentum since May 20, increasing from $18.80 to trade at $23.15 on June 18.

Cochlear Ltd (ASX: COH)

The Cochlear share price is $112.38, down 0.5% today and down 57% YTD.

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

Watt explained: 

The long term opportunity for this hearing implants maker remains compelling, supported by a large addressable market, strong brand position and an attractive product pipeline.

However, near term trading conditions have softened in response to weaker referral activity in the US, hospital capacity constraints in Europe and reimbursement changes in China.

Until there's clearer evidence that volumes are stabilising, a more balanced stance is appropriate.

The long term growth story and product pipeline remain intact.

The S&P/ASX 200 Health Care Index (ASX: XHJ) fell to a 9-year low on 3 June due to many industry headwinds over the past year.

Since then, ASX 200 healthcare shares have been on a comeback, rising 11.5% compared to a 0.4% bump for the broader ASX 200.

Northern Star Resources Ltd (ASX: NST)

The Northern Resources share price is $20.93, down 1.3% on Tuesday and down 14% YTD. 

Grimm has a sell rating on this ASX 200 gold mining share.

He explained:

The emergence of prominent US based activist investor Elliott Investment Management has prompted optimism surrounding the gold miner.

However, in our view, it doesn't alter the underperformance of NST's asset base involving production volumes, costs and capital expenditure requirements.

A new management team will likely rebase expectations. But we would seek alternative gold exposure for those still playing the theme.

The shares have fallen from $31.73 on March 2 to trade at $21.44 on June 18.

Elliot Investment recently disclosed it has a 3% to 4% stake in Northern Star shares.

It also suggested ways that Northern Star management could improve returns for shareholders.

You can read Northern Star's response here.

The post Buy, hold, sell: Charter Hall, Northern Star, Cochlear shares appeared first on The Motley Fool Australia.

That's because they have just been named as buys by experts, courtesy of The Bull.

Let's see what they are recommending to investors:

Charter Hall Group (ASX: CHC)

The first ASX 200 share being recommended by experts is Charter Hall.

Baker Young is positive on the property company's shares and named them as a buy this week. This is due partly to their exposure to a lagging sector that could benefit from a rotation out of bank shares. It said:

Australia's leading diversified property group has benefited from a strong funds management performance driving multiple earnings upgrades in the past financial year. With the strong operational trend continuing amid a potential respite in interest rates, the stock offers compelling exposure in a lagging sector that may be a beneficiary of a swing against banks. The shares have been enjoying favourable momentum since May 20, increasing from $18.80 to trade at $23.15 on June 18.

JB Hi-Fi Ltd (ASX: JBH)

The team at Baker Young is also positive on retail giant JB Hi-Fi and has named its shares as a buy this week.

It believes JB Hi-Fi is well-placed to benefit from a structurally sound outlook for consumer electronics. And with rate hike expectations easing, Baker Young believes now could be a good time to snap up shares. It explains:

The share price of this consumer electronics giant has significantly fallen since August 2025 in response to cost of living and supply chain cost pressures and increasing interest rates. Despite these issues, JBH is expected to deliver positive sales and underlying earnings growth during the next two years. The outlook for consumer electronics remains structurally sound. Diminishing rate hike expectations is another positive. The stock is trading on more appealing multiples compared to 2025 and was recently offering an attractive dividend yield above 5 per cent.

Life360 Inc. (ASX: 360)

Over at Bell Potter, its analysts have named this location technology company as an ASX 200 share to buy this week.

It believes that investors could start to re-rate Life360 shares higher in the near future and has earmarked its results in August as a key potential catalyst. Bell Potter explains:

This information technology company provides a mobile networking safety app for families. Active user growth is rebounding following a technical issue, while paying circle growth, which drives revenue, recently exceeded expectations. Guidance was upgraded. Once focus returns to paying circles, I expect a re-rating to follow. The upcoming August result is a catalyst. The company has been enjoying strong price momentum, with the shares rising from $17.91 on May 20 to trade at $22.54 on June 18.

The post Experts name 3 ASX 200 shares to buy appeared first on The Motley Fool Australia.

Sometimes I like to investigate the ASX stocks which pay the most regular dividend. Other times, it's the ones which pay the highest dividend yield, or have paid out over the longest period of time.

But what about the ASX stocks which have a history of doing all three?

Here are two ASX stocks which have continually raised their regular dividend payment over the past decade (or more).

Washington H. Soul Pattinson and Company Ltd (ASX: SOL)

Soul Patts is widely regarded as Australian dividend royalty.

The diversified Australian investment house paid dividends to its shareholders every year since it listed on the ASX in 1903. 

What's more, the ASX stock has raised that dividend payment every single year since 1998. That's 28 years of continually raising dividend payments.

Soul Patts historically pays its fully-franked dividends twice per year in May and a final dividend in December. It occasionally also pays shareholders an additional special dividend.

In FY25, the company paid a total of $1.03 per share, fully franked. 

For the first half of FY26, Soul Patts paid a fully-franked interim dividend of 48 cents per share which was a 9.1% increase on the prior corresponding period. 

Based on its last two payouts, the ASX stock has a grossed-up dividend yield of around 2.5%, including franking credits, at the time of writing.

Charter Hall Group (ASX: CHC)

Charter Hall has been paying shareholders a partially or fully-franking dividend payment twice per year since 2006. This payment has been raised every year since 2010.

That's a 16-year run of continually raising its dividend payment for investors.

In FY25, the property investment and funds management business paid its shareholders a total of 48 cents per share, up from 45 cents per share in FY24, partially franked.

The ASX stock paid an interim dividend of 24.8 cents for the forest half of FY26 and it forecast to pay a total dividend of around 50 cents for the full financial year. That translates to a forward dividend yield of around 2.3% at the time of writing.

The business has been attracting strong capital inflows and recently upgraded earnings guidance, which supports future distribution growth.

In a guidance update last month, Charter Hall said it anticipates ongoing demand for commercial property, driven by rising institutional allocations, attractive yields, and recent changes to residential property tax rules. This is great news for its shareholders. 

The post 2 ASX stocks that have continually raised dividends for 10+ years appeared first on The Motley Fool Australia.

While the world waits for further news, the global oil shock continues to cause direct economic ramifications worldwide.

The conflict between the US and Israel against Iran has resulted in the effective closure of the Strait of Hormuz.

That's a key global shipping channel through which about 20% of the world's oil and gas supply is transported.

We are now in the third month of the conflict, which has exacerbated already resurgent inflation in Australia.

Despite today's recovery, ASX 200 shares remain just inside the red for 2026 so far.

Experts say some stocks have strong potential upside ahead, despite the impact of the war.

Here is a selection of them.

Web Travel Group Ltd (ASX: WEB)

The Web Travel share price is $2.71, up 6.5% today.

This ASX 200 travel share is down 44% in the calendar year to date (YTD).

In a new note this week, Morgans gave Web Travel shares a buy rating with a price target of $3.75.

This suggests 38% capital growth over the next 12 months.

The broker said:

Given the Middle East conflict affected trading in March, WEB's FY26 result came in at the lower end of guidance, albeit better than consensus, proving its resilience.

Unsurprisingly, WEB's FY27 update showed that trading has slowed materially given the conflict. Adverse FX has been another headwind.

Given the uncertainty, WEB did not provide any formal FY27 earnings guidance.

We have made significant downgrades to our forecasts. We assume that the conflict and a subdued consumer environment impacts WEB's 1H27 (seasonally stronger half), followed by a recovery in the 2H27.

After material share price weakness, we upgrade WEB to a BUY rating. The company is worth materially more than the current share price.

We know from past economic and geopolitical events, that after a downturn, travel demand rebounds and so will its earnings and share price.

Graincorp Ltd (ASX: GNC)

The Graincorp share price is $5.04, up 2.3% today.

This ASX 200 consumer staples share has tumbled 30% YTD.

Canaccord Genuity has a buy rating with a $6.88 target.

This implies potential capital growth of 37% over the next year.

Nexgen Energy (Canada) CDI (ASX: NXG)

Nexgen shares are $15.86, up 2.9% today.

The ASX 200 uranium share has lifted 10.9% YTD.

In light of the Iran war, energy security is a hot topic these days.

Nations are highly motivated to develop new domestic energy supplies, and modern nuclear reactors are one way to do it.

This trend bodes well for ASX 200 uranium shares like Nexgen.

UBS has a buy rating on Nexgen shares with a $21 target.

This indicates a potential 32% upside ahead.

Charter Hall Group (ASX: CHC)

The Charter Hall share price is $20.33, up 4.5% today.

This ASX 200 real estate investment trust (REIT) has declined 16.8% YTD.

Morgan Stanley has a buy rating with a price target of $26.89.

This implies a potential 32% upside ahead.

The post 4 ASX 200 shares tipped to rise 30% or more in the year ahead appeared first on The Motley Fool Australia.

Not surprisingly, the share price reacted positively to the news; however, two brokers that have issued research notes on the shares this week think there are more gains to be had.

Strength through diversification

In terms of where the growth is coming from, the company said its institutional property funds management platform continued to grow, "underpinned by increased allocations from existing clients and new investor gross equity inflows across institutional pooled funds, partnerships, and mandates''.

Charter Hall added:

Financial year-to-date gross equity inflows total $6.5 billion, representing an increase of $1.7 billion since 1H FY26. Growth has been driven by investor customers increasing allocations within existing investments, as well as diversification into additional Charter Hall managed strategies and sectors. Recent client activity has resulted in the addition of 25 new institutional investors to the platform over the last 18 months, including several institutions making initial allocations to the Australian property sector, supporting long term growth potential.

Charter Hall Managing Director David Harrison said regarding the upgrade:

Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures. The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital.

Shares looking cheap

Broker UBS said in its note to clients that Charter Hall had delivered a total return of negative 17% over the past six months, worse than the broader industry's negative 10%.

They said Charter Hall's underlying price-to-earnings (P/E) ratio now sat below its 10-year average.

UBS said they "expected improvement in retail investor flows following the Federal Budget, which improves the relative attractiveness of commercial vs. residential property investment and will drive improved flows into property funds businesses, in our view''.

UBS has a price target of $24.75 on Charter Hall shares compared with $20.22 at the time of writing.

Morgan Stanley said in its note that Charter Hall had defied the view that higher rates meant less flows into real estate.

The analyst team said the company announced a number of positive developments which were on foot and "reading between the lines, it doesn't seem like the company has mid-single digit growth on its mind''.

Morgan Stanley has a price target of $26.89 on Charter Hall shares.

Charter Hall is valued at $9.75 billion.

The post After an earnings upgrade, 2 brokers weigh in on the value of Charter Hall shares appeared first on The Motley Fool Australia.

After an early wobble this morning, the market found its footing and spent most of the session in positive territory. By the time the markets wrapped up today, the ASX 200 had advanced 0.4% and finished at a flat 8,692 points.

This happy start to the Australian trading week came after a similarly upbeat end to the American trading week on Friday night (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) fared well, managing a 0.58% gain and resetting its record high.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) charted a similar trajectory, rising 0.19%.

But let's get back to this week and our local markets now and check out what was happening amongst the different ASX sectors this session.

Winners and losers

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

Four ASX shares that are rising more than most today are listed below. Here's why they are racing higher:

Charter Hall Group (ASX: CHC)

The Charter Hall share price is up 6% to $20.48. Investors have been buying the integrated diversified property investment and funds management company's shares after it upgraded its guidance for FY 2026. Charter Hall now expects FY 2026 operating earnings of $1.03 per share, which is up from $1.00 per share previously. The company's managing director and CEO, David Harrison, said: "Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures. The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital."

Coronado Global Resources Inc (ASX: CRN)

The Coronado Global share price is up 20% to 25.7 cents. This has been driven by news that the coal miner has reached an agreement to sell its interest in the Logan Mining Complex located in the United States. While there is only expected to be a nominal cash consideration, management expects the transaction to be free cash flow positive through the elimination of ongoing holding costs and future obligations. Coronado Global's interim CEO, Gerry Spindler, said: "This transaction represents a further step in streamlining Coronado's portfolio and focusing on our high-quality core assets. The divestment transfers future obligations associated with Logan while enabling us to prioritise capital and operational focus elsewhere."

Meeka Metals Ltd (ASX: MEK)

The Meeka Metals share price is up 15% to 13.2 cents. Investors have been buying the gold miner's shares after it announced that ore development has commenced at Judy North. It notes that the previously unmined Judy North orebody has been accessed from the existing decline with ore development commencing in May and currently ramping up. The good news is that development grade is performing in line with expectations. Meeka's managing director, Tim Davidson, said: "While Judy North is a new mining area with no previous development history, it clearly displays the same very high gold grades that are typical of the other active mining areas at Andy Well."

Qantas Airways Ltd (ASX: QAN)

The Qantas share price is up almost 5% to $9.10. Investors have been buying the airline operator's shares after oil prices pulled back meaningfully. The catalyst for this has been optimism that the US and Iran could be close to signing a peace deal and reopening the Strait of Hormuz.

The post Why Charter Hall, Coronado Global, Meeka Metals, and Qantas shares are racing higher today appeared first on The Motley Fool Australia.

In morning trade, the ASX 200 share is up over 5% to $20.37.

Why is this ASX 200 share roaring higher?

Investors have been scrambling to buy the integrated diversified property investment and funds management company's shares following the release of a guidance update.

According to the release, the company has experienced continued momentum across its Property Funds Management (PFM) platform since its last update.

As a result, it has increased its guidance for FY 2026 operating earnings per share by a further 3% from $1.00 to $1.03. This assumes no material adverse change in market conditions.

Impressively, this represents a 26.5% increase on FY 2025's operating earnings per share of 81.4 cents.

What is driving this growth?

The ASX 200 share revealed that its institutional PFM platform continues to grow, underpinned by increased allocations from existing clients and new investor gross equity inflows across institutional pooled funds, partnerships, and mandates.

It notes that financial year-to-date gross equity inflows total $6.5 billion, which represents an increase of $1.7 billion since the first half.

This growth has been driven by investor customers increasing allocations within existing investments, as well as diversification into additional Charter Hall managed strategies and sectors.

Recent client activity has resulted in the addition of 25 new institutional investors to the platform over the last 18 months. This includes several institutions making initial allocations to the Australian property sector, which it believes supports long term growth potential.

In addition, following recent investment activity, PFM has increased to $74.7 billion. This is up from $71.7 billion at the end of December.

Management notes that this is supporting further growth in recurring base funds management and property services earnings.

It also advised that capital deployment remains disciplined, targeting high quality assets with long WALEs, strong tenant covenants, and attractive risk adjusted returns.

Commenting on the company's performance, the ASX 200 share's managing director and CEO, David Harrison, said:

Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures.

The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital. Our platform scale, disciplined capital deployment and co-investment alignment continues to drive equity flows and sustained earnings growth.

The post Guess which ASX 200 share is racing 5% higher after upgrading its earnings guidance appeared first on The Motley Fool Australia.

What did Charter Hall report?

• FY26 OEPS guidance upgraded to 103.0 cents per security (previously 100.0 cents)
• This marks a 26.5% increase on FY25 OEPS of 81.4 cents
• Financial year-to-date gross equity inflows reached $6.5 billion, up $1.7 billion since 1H FY26
• Funds under management (FUM) grew to $74.7 billion, from $71.7 billion at December 2025
• FY26 distribution per security guidance maintained at 6% growth over FY25

What else do investors need to know?

Charter Hall continues to attract both new and existing institutional investors, adding 25 new institutions to its platform in 18 months. Recent capital inflows have supported new partnerships and projects, including the acquisition of a major Sydney CBD land precinct and launching new industrial and infrastructure funds.

Property Services revenue has also grown, aided by strong leasing activity—office leasing alone jumped by 20% compared to the first half. The group's disciplined investment strategy has translated into meaningful incremental earnings, with property investments also delivering steady expansion.

What did Charter Hall management say?

Managing Director and Group CEO David Harrison said:

Australia continues to attract institutional capital as a stable and highly dependable real asset market. We are seeing increased allocations from existing institutional investors alongside new domestic and offshore inflows seeking diversified exposures.

The resilience of unlisted property returns, and inflation hedge characteristics continue to support strong investor demand, with Australia remaining a preferred destination for global capital.

Our platform scale, disciplined capital deployment and co-investment alignment continues to drive equity flows and sustained earnings growth.

What's next for Charter Hall?

Looking ahead, Charter Hall expects continued capital inflows to support earnings growth, with FY26 tipped to be its strongest ever year for capital raising. The group anticipates ongoing demand for commercial property, driven by rising institutional allocations, attractive yields, and recent changes to residential property tax rules.

Management highlighted that the business is well placed to benefit from investors seeking higher-yielding assets, especially those with long leases and inflation-linked rent growth. Charter Hall will release its FY26 results on 20 August 2026.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 9%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

View Original Announcement

The post Charter Hall lifts FY26 guidance as capital inflows surge appeared first on The Motley Fool Australia.

Among the 11 market sectors, materials is in the lead today, up 1%, while utilities is the laggard, down 1%.

Let's take a look at some stocks that have received renewed buy recommendations from the experts this week.

Tuas Ltd (ASX: TUA)

The Tuas share price is $2.27, down 1.7% today.

The ASX 200 telco share is down 63% since news dropped that the company has allegedly been using spectrum it doesn't own.

Morgan Stanley kept its buy rating on Tuas shares with a $10 target this week.

This implies a massive potential capital gain of 325% over the next year.

Dalrymple Bay Infrastructure Ltd (ASX: DBI)

The Dalrymple Bay Infrastructure share price is $5.60, down 0.8% today.

Over the past six months, this ASX 200 industrial share has leapt 25%.

Citi reaffirmed its buy rating and raised its 12-month target from $5.75 to $6.10 on Thursday.

This suggests a potential 8% upside ahead.

Graincorp Ltd (ASX: GNC)

The Graincorp share price is $4.75, up 0.9% today.

This ASX 200 agribusiness share has tumbled 45% over six months.

Canaccord Genuity renewed its buy rating with a $6.88 target on Monday.

This implies potential capital growth of 45% over the next year.

Megaport Ltd (ASX: MP1)

The Megaport share price is $12.98, up 1.2% today.

Over the past month, this ASX 200 technology share has ripped 48% higher.

Morgans renewed its buy rating and raised its target from $13.50 to $15.50 this week.

This suggests a potential 19% upside ahead.

The broker commented:

MP1 has announced a series of large contract wins which are financially and strategically significant.

MP1 will use its globally unique communications platform to connect servers and GPU clusters in numerous DCs across the US.

DC power constraints are a growing issue and MP1 was uniquely able to stitch together multiple sites to provide consolidated inference solutions.

Electro Optic Systems Holdings Ltd (ASX: EOS)

The Electro Optic Systems share price is $8.98, up 12% on Friday.

Over the past month, this ASX 200 defence share has fallen 16%.

Canaccord Genuity renewed its buy rating and raised its target from $12.50 to $14 this week.

This suggests a potential 24% upside ahead.

Charter Hall Group (ASX: CHC)

The Charter Hall share price is $19.35, up 0.5% today.

This real estate investment trust (REIT) has declined 21% over the year to date.

Morgan Stanley reiterated its buy rating with a price target of $26.89 on Monday.

This implies a potential near-40% upside ahead.

James Hardie Industries plc (ASX: JHX)

The James Hardie share price is $29.10, up 4% today.

This building materials supplier is the largest non-mining company in the ASX 200 materials sector.

James Hardie shares have fallen 19% over 12 months.

This week, James Hardie released its FY26 results.

Amid subdued construction activity, broker Morgans said FY26 could be "chalked up as a transformational but financially dilutive year, while FY27 is about margin and cash-recovery driven by synergies rather than any improvement in the housing market".

Morgans reiterated its buy rating with a price target of $39.

This implies potential capital gains of 34% ahead.

The post 7 ASX shares with strengthened buy ratings this week appeared first on The Motley Fool Australia.