Three ASX dividend shares stand out for their mix of appealing income, asset backing, and recovery potential: Dexus (ASX:DXS), Mirvac Group (ASX: MGR), and Charter Hall Group (ASX: CHC). 

Dexus: premium assets, premium yield

Dexus remains one of the clearest contrarian income plays on the ASX after appearing on one of the latest fresh 52-week lows scan. Its biggest strength is institutional-grade office, industrial, healthcare, and infrastructure exposure, backed by a vast $51.5 billion real assets platform. 

The market's main concern is obvious: CBD office valuations and leasing demand. Higher bond yields and softer white-collar occupancy trends continue to weigh on sentiment, which explains why the ASX dividend share remains under pressure.

Still, the distribution story remains attractive. Dexus recently confirmed its February 2026 distribution payment, continuing its typical half-year payout structure, and the forward yield sits around 6.3% to 6.6% at current prices. 

For patient investors, this is the classic "buy when office fear peaks" setup.

Mirvac Group: diversified and less office-dependent

Mirvac offers a slightly different flavour of income. This ASX dividend share has also been dragged toward yearly lows with the broader REIT sector. Its strength lies in diversification across residential development, retail, industrial, and premium office assets. That broader earnings mix can make it less vulnerable than pure office landlords.

The risk, however, is that apartment settlements and commercial valuations are both highly rate-sensitive. If inflation remains sticky, the recovery could take longer than bulls hope.

On income, Mirvac's payout policy has historically been based on operating earnings and cash generation from both rent and development profits, usually paid in two instalments annually.

The yield around these levels is generally 5.5% to 6%, which becomes especially attractive when the stock is trading near 12-month lows. 

Charter Hall Group: the defensive income specialist

For pure passive income, Charter Hall may be the standout of the trio.  

The biggest strength of this ASX dividend share is right in the name: long weighted average lease expiry (WALE). This means rental income is typically locked in for years with blue-chip tenants. That makes distributions more predictable than most office-heavy REITs.

The key risk is that higher interest costs compress property values and slow external growth, even when rent collections remain stable.

The payout policy of this ASX dividend share is built around steady quarterly or semi-annual rental-backed distributions. Dividend yields can push north of 7% near cyclical lows, making it the most compelling pure-income pick of the three.

The post 3 ASX dividend shares near 52-week lows with very tempting yields appeared first on The Motley Fool Australia.

What did Charter Hall Group report?

• Secured a new $1.2 billion diversified direct property mandate from an existing institutional client
• Mandate covers a confidential portfolio across multiple core real estate sectors
• Continued growth in funds under management during FY26
• Reinforces the company's expertise in large-scale, cross-sector property management

What else do investors need to know?

The newly announced mandate is expected to further strengthen Charter Hall's leading position in the Australian property funds management sector. While the specific assets remain confidential, this addition reflects the trust major institutional clients place in the company's expertise.

Charter Hall has long invested across office, industrial and logistics, retail, and social infrastructure sectors. The Group's diverse portfolio and disciplined approach are highlighted as key factors in securing significant mandates like this.

What did Charter Hall Group management say?

Charter Hall Managing Director & Group CEO, David Harrison, said:

Charter Hall is pleased to be appointed to manage this $1.2 billion diversified direct property mandate. The mandate continues the momentum in funds under management growth and equity flows announced during FY26 and demonstrates Charter Hall's cross-sector expertise and scale across Australia's core real estate sectors.

What's next for Charter Hall Group?

Charter Hall will continue to focus on expanding its funds under management and nurturing relationships with key investors. The Group is expected to leverage its broad platform and integrated expertise to source and manage high‑quality assets for both new and existing clients.

With the addition of this mandate, Charter Hall underscores its capabilities and outlook for steady growth across Australia's main real estate sectors.

Charter Hall Group share price snapshot

Over the past 12 months, Charter Hall Group shares have risen 29%, outperforming the S&P/ASX 200 Index (ASX: XJO) which as risen 21% over the same period.

View Original Announcement

The post Charter Hall Group secures $1.2bn property mandate from institutional client appeared first on The Motley Fool Australia.

What did Charter Hall report?

• Operating earnings of $238.8 million, with post-tax operating earnings per security (OEPS) of 50.5 cents, up 21.6% on the prior period
• Statutory earnings after tax reached $272.8 million
• Distribution per security increased by 6% to 24.8 cents
• Gross equity inflows of $4.8 billion over the period
• Funds under management (FUM) rose to $92.2 billion, including $73.6 billion in Property FUM
• Property Investment portfolio valued at $2.8 billion with 97.1% occupancy rate

What else do investors need to know?

Charter Hall completed $9.8 billion in gross transactions during the half, with its development pipeline sitting at $17.9 billion after delivering $0.8 billion in new buildings. The platform's available liquidity stood at $7.8 billion, and the Group maintained low balance sheet gearing of 7.7%.

The company's ESG initiatives remain a focus. Charter Hall reached Net Zero operations as of 1 July 2025, installing an extra 3.7MW of solar in the period. Its total on-site solar now stands at 89.7MW, with more in the pipeline.

The mix of tenants in its properties is highly diversified, with government tenants making up 28% of income and a strong representation of listed and global companies. Portfolio occupancy remains robust at 97.1% and average lease term (WALE) of 8.2 years.

What did Charter Hall management say?

Managing Director & Group CEO David Harrison said:

Charter Hall continues to deliver strong performance across the platform for both our investor and tenant customers. During the period, pro-forma Group FUM increased to $92.2 billion and pro-forma Property FUM reached a record $73.6 billion.

Our focus remains firmly on generating long-term value for our investors. Multi-decade strategic decisions including sectors, markets and asset selection, redevelopment initiatives, and capital deployment, are all translating into significant value creation. The scale of our business, across all core property sectors in every region of Australia, reinforces our strength as we maintain disciplined focus on a single objective: enhancing value for our investor and tenant customers.

What's next for Charter Hall?

The Group raised its FY26 operating earnings guidance to 100 cents per security, which would be a 22.9% increase on FY25, assuming current market conditions hold. Distribution per security is forecast to grow by 6% for the full year.

Charter Hall sees continued opportunity for capital deployment, supported by strong liquidity and constrained supply in commercial property markets. With a healthy pipeline and a focus on modern, sustainable assets, management believes the group is well-placed for growth.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 45%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Charter Hall Group boosts half-year profit and lifts guidance for FY26 appeared first on The Motley Fool Australia.

A real estate investment trust (REIT) is a company that owns and operates property assets that typically produce income.

REITs can have various property types in their portfolios, or they might specialise in just one type. Some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels.

Investors may choose to target this asset because they typically provide predictable income through regular distributions, supported by rental cash flows and a tax-efficient structure. 

REITs also offer potential capital growth and diversification benefits, making them attractive as a long-term investment option.

Recent underperformance 

Despite the favourable aspects of REITs, over the last few years, this asset class has largely underperformed relative to other sectors. 

Many REITs struggled through and post pandemic due to market shifts. 

For example, some REITs own and operate office buildings. 

COVID-driven shifts in work patterns combined with poorly timed new supply drove vacancies higher, and rents lower across Australia's major CBDs, with asset values following suit.

Similar headwinds impacted REITs engaged in retail spaces like shopping centres. 

However new insight from VanEck suggests the tide could be turning after years of underperformance. 

Supply demand dynamics improving

According to VanEck, office REITs were among the best-performing A-REIT subsectors in 2025. 

In a new report, the ETF provider said this momentum could continue in 2026 for several reasons. 

VanEck said supply pipelines are thinning, economic conditions are favourable and elevated 10-year yields may begin to provide a more supportive backdrop for sector performance.

We think the medium-term outlook for office REITs in particular is positive, albeit one that still demands selectivity.

Pranay Lal, Portfolio Manager, VanEck said vacancy rates have stabilised and are expected to trend lower, with the supply/demand office space dynamics potentially improving. 

High replacement costs, restrictive financing conditions and limited development pipelines are likely to constrain further supply, with leading leasing agent Jones Lang LaSalle Incorporated (JLL) forecasting new supply to be almost half the 20 year calendar average.

Economic conditions favourable

According to VanEck, valuations across office REITs are closely linked to broader macroeconomic conditions. 

Periods of strong economic activity, low unemployment and robust population growth have historically been supportive of structurally lower vacancy rates.

Australia has seen a marginal acceleration in GDP growth, supported by improving business investment and consumer spending. 

Additionally, unemployment is near a historical low and forecast to stay in the 4% range over the medium term.

This backdrop further supports a recovery in CBD office demand.

Office and retail REITs are currently offering compelling value, we think. Both sectors are trading at discounts to net tangible assets, suggesting scope for a re-rating toward more normalised valuation levels. This potential mean reversion could act as a catalyst for relative outperformance.

How to gain exposure

For investors looking to gain exposure to this sector, there are a few options to consider. 

For pure-play office REITs, Centuria Office REIT (ASX: COF) owns a portfolio of high-quality office buildings across Australian capital cities and key markets. 

Other office REIT options include: 

• Dexus (ASX: DXS)
• Charter Hall Group (ASX: CHC)
• The GPT Group (ASX: GPT).

Another option is to target a thematic ASX ETF such as VanEck Vectors Australian Property ETF (ASX: MVA). 

MVA ETF gives investors exposure to a diversified portfolio of Australian REITs, however this isn't exclusively office owners. 

The post Why 2026 could be the year of the REIT rebound appeared first on The Motley Fool Australia.

Here, we look at the 10 best ASX 200 large-cap shares of 2025 for capital growth.

Large caps have a market capitalisation of $10 billion or more. All the stocks below fit this category.

Investors like large caps because they are typically older, well-established companies that pay reliable dividends every year.

Let's check out last year's best performers.

10 best ASX 200 large caps for share price growth

1. Evolution Mining Ltd (ASX: EVN)

The Evolution Mining share price rose by 164% to close the year at $12.68 apiece.

ASX gold shares had a fantastic year due to a 65% rally in the gold price on top of a 27% gain in 2024.

The gold price rose to a new record of US$4,533 per ounce in December.

Evolution Mining shares are $12.92 apiece on Thursday, down 0.6%.

2. Newmont Corporation CDI (ASX: NEM)

Newmont Corporation shares increased 152% to finish 2025 at $150.20 apiece.

The ASX gold share continues to streak higher, hitting a new 52-week peak of $162.45 yesterday.

The Newmont share price is $158.66 today, up 0.1%.

3. Lynas Rare Earths Ltd (ASX: LYC)

The Lynas Rare Earths share price rose by 93.5% to $12.44 on 31 December.

Today, the ASX 200 large-cap rare earths share is trading at $14.74, down 2.2%.

Lynas shares were the market's best performer yesterday amid improving sentiment about rare earths prices.

4. PLS Group Ltd (ASX: PLS)

Formerly known as Pilbara Minerals, PLS Group shares lifted 93% to close the year at $4.22.

The ASX 200 large-cap lithium share set a new 52-week high of $4.89 today.

5. Northern Star Resources Ltd (ASX: NST)

The share price of the ASX 200's largest gold miner rose 73% to close the year at $26.73.

The ASX gold share has fallen in the first week of 2026 to $24.88 today.

An operational update released on 2 January prompted some investors to sell.

6. Charter Hall Group (ASX: CHC)

Shares in this property fund manager ripped 71% higher to close out the year at $24.45.

The ASX 200 large-cap real estate investment trust (REIT) is steady at $24.07 today.

7. Mineral Resources Ltd (ASX: MIN)

This ASX 200 large-cap mining share had a turbulent year due to governance issues and other factors.

The Mineral Resources share price plunged to a 52-week low of $14.05 before commencing a recovery.

Mineral Resource shares managed a 59% gain over the year to close at $54.38 apiece on 31 December.

The Mineral Resources share price is $57.91 on Thursday, up 1.1%.

8. Orica Ltd (ASX: ORI)

Shares in the explosives manufacturer rose 46% to $24.28 in 2025.

Today, Orica shares are trading at $25.85 apiece, down 0.1%.

9. ALS Ltd (ASX: ALQ) 

The ALS share price rose 46% to $22.04 last year.

ALS provides testing solutions to clients in a wide range of industries around the world.

Today, the ALS share price is $22.79, up 2%.

10. Bluescope Steel Ltd (ASX: BSL) 

The Bluescope share price lifted 29% to finish the year at $24.07.

The steel maker is in the news this week after rejecting a takeover offer at $30 per share.

A consortium comprising SGH Ltd (ASX: SGH) and Steel Dynamics, Inc (NASDAQ: STLD) made the offer.

Today, Bluescope shares are $29.31, down 1.9%.

The post 10 best ASX 200 large-cap shares of 2025 appeared first on The Motley Fool Australia.

That was comprised of 6.8% capital growth and 3.52% dividends.

That dividend yield is below the benchmark index's historical average of 4.5% per annum since 2000.

The reduction in yield was largely due to mining shares paying smaller dividend amounts after lower iron ore prices impacted earnings.

Additionally, we saw lower dividend yields from the ASX 200 bank stocks last year due to elevated share prices.

Ryan Felsman, Chief Economist at CommSec said:

S&P/ASX 200 index dividend payout ratios have been under pressure in recent years amid weaker earnings growth, with ASX-listed companies paying out less of those earnings as dividends to shareholders.

That has resulted in a declining dividend yield for Aussie shares. 

Let's take a look at the dividend yields of each of the 11 market sectors in 2025.

Which ASX sectors delivered the best dividend yields?

The sectors are listed in order of highest dividend yield for 2025.

As you can see, ASX 200 utilities shares and energy stocks delivered the best dividend yields.

The worst payers were the technology and healthcare sectors.

Utilities

The total return for the S&P/ASX 200 Utilities Index (ASX: XUJ) last year was 13.22%.

Dividends made up 6.3% of the ASX 200 utilities sector's total return.

APA Group (ASX: APA) shares were the sector's No. 1 performer, rising 29% in value.

Energy

The total return for the S&P/ASX 200 Energy Index (ASX: XEJ) was 3.21%.

The index lost 2.25% of its market cap last year, but dividends of 5.46% brought the sector into the green.

ASX 200 uranium explorer Deep Yellow Ltd (ASX: DYL) delivered the strongest share price growth, up 63%.

Materials

The No. 1 sector for total returns in 2025 was materials, largely due to strongly rising ASX 200 mining shares.

The total return for the S&P/ASX 200 Materials Index (ASX: XMJ) was a whopping 36.21%.

Dividends made up 4.5% of the sector's total return.

ASX gold miner Pantoro Gold Ltd (ASX: PNR) was the materials sector's strongest riser, up 220%.

Financials

The total return for the S&P/ASX 200 Financials Index (ASX: XFJ) was 12.05%.

Dividends made up 4.08% of the ASX 200 financials sector's total return.

Generation Development Group Ltd (ASX: GDG) shares performed best, rising 66%.

Industrials

The total return for the S&P/ASX 200 Industrials Index (ASX: XNJ) was 13.98%.

Dividends made up 3.78% of the ASX 200 industrials sector's total return.

Defence stock DroneShield Ltd (ASX: DRO) was the No.1 riser, up almost 300%.

Communications

The total return for the S&P/ASX 200 Communications Index (ASX: XTJ) was 10.56%.

Dividends made up 3.56% of the ASX 200 communications sector's total return.

Aussie Broadband Ltd (ASX: ABB) shares outperformed, rising 41% in value last year.

Real estate & REITs

The total return for the S&P/ASX 200 Real Estate Index (ASX: XPJ) was 8.38%.

Dividends made up 3.35% of the ASX 200 real estate sector's total return.

Property fund manager Charter Hall Group (ASX: CHC) was the strongest share, up 70%.

Consumer discretionary

The total return for the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) last year was 4.09%.

Dividends made up 2.32% of the consumer discretionary sector's total return.

Eagers Automotive Ltd (ASX: APE) was the sector's highest riser, up 113%.

Consumer Staples

The total return for the S&P/ASX 200 Consumer Staples Index (ASX: XSJ) was 2.01%.

The index fell by 1.43% last year, but a dividend yield of 3.44% put the sector into the green for the year.

A2 Milk Company Ltd (ASX: A2M) was the consumer staples sector's strongest riser, up 59%.

Healthcare

The S&P/ASX 200 Health Care Index (ASX: XHJ) was the worst performer of the 11 market sectors last year.

The index fell 24.91%, with a small dividend yield of 1.25% only slightly offsetting the decline.

The total return for the ASX 200 healthcare sector in 2025 was (23.66%).

Neuren Pharmaceuticals Ltd (ASX: NEU) shares had the best price growth, up 49%.

Technology

The S&P/ASX 200 Information Technology Index (ASX: XIJ) tanked in 2025. The total return was (20.8%).

ASX tech stocks typically pay low or no dividends because they are much younger companies than their global counterparts.

The tech index fell 21.04% and an 0.24% dividend yield only slightly mitigated the decline.

Codan Ltd (ASX: CDA) shares were the standout performers of the sector, rising 77%.

The post Which ASX 200 market sectors delivered the best dividend yields in 2025? appeared first on The Motley Fool Australia.

The benchmark index hit a record 9,115.2 points in October before finishing the year at 8,714.31 points.

There are 11 market sectors within the ASX 200.

Here are the ASX 200 shares that experienced the highest capital growth in each sector last year.

2025 stars of each ASX 200 market sector

These were the No.1 shares of each market sector in 2025 based on 12-month share price growth (excluding dividends).

We have ranked the sectors from the strongest to the weakest performers. Four of the 11 sectors lost value last year.

Materials

The ASX 200 materials sector was the best performer of the 11 sectors in 2025.

The S&P/ASX 200 Materials Index (ASX: XMJ) rose by 31.71% and delivered total returns, including dividends, of 36.21%.

Rising commodity prices, particularly gold, silver, copper, and lithium, pushed the sector higher and significantly boosted the miners.

The best performing share within the ASX 200 materials sector was Pantoro Gold Ltd (ASX: PNR).

Pantoro Gold only joined the benchmark index in the December quarter rebalance.

The Pantoro share price rose 220% to close at $4.89 on 31 December.

Industrials

The S&P/ASX 200 Industrials Index (ASX: XNJ) rose 10.2% and delivered total returns of 13.98%.

ASX 200 defence share DroneShield Ltd (ASX: DRO) was the No.1 stock in the industrials space.

The Droneshield share price ripped 300% to close at $3.08 on 31 December.

Financials

The S&P/ASX 200 Financials Index (ASX: XFJ) rose 7.97% and delivered total returns of 12.05% in 2025.

Retirement and investment solutions provider Generation Development Group Ltd (ASX: GDG) was the star of the financials sector.

The Generation Development Group share price rose 65.92% to finish the year at $5.89.

Communications

The S&P/ASX 200 Communications Index (ASX: XTJ) rose 7% and delivered total returns of 10.56% in 2025.

Telecommunications share Aussie Broadband Ltd (ASX: ABB) was the best performer, rising 40.78% to $5.04 per share.

Aussie Broadband shares ascended into the ASX 200 index in the December rebalance.

Utilities

The S&P/ASX 200 Utilities Index (ASX: XUJ) lifted 6.92% and delivered a total return of 13.22%.

Energy infrastructure company APA Group (ASX: APA) was the No.1 ASX 200 utilities share of 2025.

APA Group shares increased 28.69% to close out the year at $8.97 apiece.

Real estate & REITs

The S&P/ASX 200 Real Estate Index (ASX: XPJ) rose 5.03% and delivered total gross returns of 8.38% in 2025.

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

The ASX 200 real estate investment trust (REIT) closed the year 70.38% higher at $24.45 per share.

Consumer discretionary

The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) increased 1.77% and produced total returns of 4.09%.

Eagers Automotive Ltd (ASX: APE) outperformed its ASX 200 consumer discretionary peers with 112.78% share price growth.

The Eagers Automotive share price closed at $24.64 on 31 December.

Consumer Staples

The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) weakened 1.43% in 2025.

Dividends mitigated the capital loss, producing a positive total return of 2.01%.

A2 Milk Company Ltd (ASX: A2M) was the top-performing consumer staples share of the year.

The A2 Milk share price lifted 59.34% over the 12 months to finish the year at $9.21.

Energy

The S&P/ASX 200 Energy Index (ASX: XEJ) fell 2.25% and delivered total gross returns of 3.21%.

ASX 200 uranium explorer Deep Yellow Ltd (ASX: DYL) experienced the strongest share price growth.

Deep Yellow shares rose by 62.83% to finish the year at $1.84 per share.

Technology

The S&P/ASX 200 Information Technology Index (ASX: XIJ) crumbled 21.04%, with a total negative return of 20.08% in 2025.

Codan Ltd (ASX: CDA) was the best share in the technology sector last year.

Shares in the electronics solutions provider rose 76.58% to finish the year at $28.43.

Healthcare

Healthcare was the worst-performing sector of 2025.

The S&P/ASX 200 Health Care Index (ASX: XHJ) tumbled 24.91% and delivered a negative total return of 23.66%.

Neuren Pharmaceuticals Ltd (ASX: NEU) was the No. 1 stock for capital growth in the ASX 200 healthcare sector.

The Neuren Pharmaceuticals share price gained 48.88% to close at $18.61 on 31 December.

The post Fastest rising ASX 200 share of each market sector in 2025 appeared first on The Motley Fool Australia.

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

ASX 200 expected to edge higher

The Australian share market looks set to edge higher on Tuesday despite a poor start to the week on Wall Street. According to the latest SPI futures, the ASX 200 is poised to open the day 2 points higher. In late trade in the United States, the Dow Jones is down 0.4%, the S&P 500 is 0.3% lower, and the Nasdaq is down 0.45%.

Oil prices jump

It could be a good session for ASX 200 energy shares Karoon Energy Ltd (ASX: KAR) and Santos Ltd (ASX: STO) after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 2.4% to US$58.12 a barrel and the Brent crude oil price is up 2.15% to US$61.95 a barrel. Traders were buying oil after tensions flared in Yemen.

Ex-dividend day

Today is the day that a large number of shares go ex-dividend for their latest quarterly payouts. Among the ASX 200 shares that are going ex-dividend are APA Group (ASX: APA), Charter Hall Group (ASX: CHC), Goodman Group (ASX: GMG), Mirvac Group (ASX: MGR), Stockland Corporation Ltd (ASX: SGP), and Transurban Group (ASX: TCL).

Gold price sinks

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Ramelius Resources Ltd (ASX: RMS) could have a tough session on Tuesday after the gold price crashed overnight. According to CNBC, the gold futures price is down 4.4% to US$4,351.4 an ounce. This may have been driven by profit-taking from traders after strong gains this month.

NextDC shares on watch

Nextdc Ltd (ASX: NXT) shares will be on watch today after some big news in the data centre industry. Overnight, Japan's SoftBank revealed that it has agreed to buy data centre investment firm DigitalBridge for US$4 billion. This is part of SoftBank's artificial intelligence push. Masayoshi Son, Chairman and CEO of SoftBank, said: "DigitalBridge is a leader in digital infrastructure, and this acquisition will strengthen the foundation for next-generation AI data centers, advance our vision to become a leading ASI platform provider, and help unlock breakthroughs that move humanity forward."

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

What did Charter Hall Group report?

• Capital reallocation of 42.28 cents per stapled security approved and set for 18 December 2025
• Return of capital of 11.61 cents per Charter Hall Limited (CHL) share
• Special fully franked dividend of 30.67 cents per CHL share (franking credit: 13.14 cents)
• No cash payment or issue/cancellation of securities for securityholders
• ATO draft class ruling obtained; formal ruling expected within six weeks

What else do investors need to know?

Securityholders will not receive any cash from the capital reallocation. Instead, the capital will shift from Charter Hall Limited to Charter Hall Property Trust, automatically adjusting the cost base for each security. This may have future tax implications for investors.

The capital reallocation is scheduled for 18 December 2025, with the record date on 17 December 2025. Confirmation letters and statements will be sent out to investors on or about 9 January 2026.

What's next for Charter Hall Group?

Charter Hall expects the capital reallocation to support the group's ongoing capital management strategy, enhancing transparency and cost base alignment for investors. The company awaits the final ATO class ruling to confirm the tax treatment for securityholders.

Management says key documents, including the AGM Notice, Explanatory Memorandum, and tax ruling, will be available on the company's website to support investor understanding.

Charter Hall Group share price snapshot

Over the past 12 months, Charter Hall Group shares have climbed 67%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen around 2% over the same period.

View Original Announcement

The post Charter Hall Group unveils 42.28c per security capital reallocation appeared first on The Motley Fool Australia.

What did Charter Hall Group report?

• Distribution of 24.83 cents per stapled security for the six months ending 31 December 2025
• Payment date scheduled for 27 February 2026
• Record date set for 31 December 2025, and ex-date of 30 December 2025
• 85.0% of the distribution is franked at the 30% corporate tax rate
• The remaining 15.0% is unfranked
• Dividend Reinvestment Plan (DRP) is available for this distribution

What else do investors need to know?

The latest declared distribution from Charter Hall Group covers the six-month period ending 31 December 2025 and reflects the company's ongoing commitment to delivering regular income for securityholders.

The group has confirmed that the Dividend Reinvestment Plan (DRP) will apply, giving investors the option to receive additional stapled securities in lieu of a cash payment. The distribution consists almost entirely of franked income, which may benefit Australian tax residents.

What's next for Charter Hall Group?

Looking ahead, Charter Hall Group is expected to continue its strategy of delivering stable distributions to investors, supported by its diversified property portfolio. The group's ongoing focus on active property management and capital recycling aims to support sustainable earnings and regular payouts.

The next major date for investors is the payment of the declared distribution on 27 February 2026, with further details likely to be released in future market updates.

Charter Hall Group share price snapshot

Charter Hall Group shares have risen 66% over the past 12 months, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased around 2% over the same period.

View Original Announcement

The post Charter Hall Group declares interim distribution for 1H FY26 appeared first on The Motley Fool Australia.

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

Which outperforming companies am I talking about?

Read on!

ASX 200 stocks leaping higher despite this week's headwinds

Forget the potential of a looming AI stock market bubble. Or the fact that interest rates in Australia and the United States may not get any lower in the near or even medium term.

That's certainly the attitude of investors who've been piling into global pathology provider Sonic Healthcare Ltd (ASX: SHL) over the week.

The ASX 200 stock closed last Friday trading for $21.32. At the time of writing, shares are changing hands for $23.30 apiece. That sees the Sonic Healthcare share price up 9.3% for the week.

Sonic Healthcare shares closed up 6.8% on Thursday amid the company's annual general meeting (AGM).

Investors reacted positively after management reaffirmed the company's FY 2026 earnings before interest, taxes, depreciation and amortisation (EBITDA) guidance to be in the range of $1.87 billion to $1.95 billion (on a constant currency basis).

At the higher end, that would represent 12.7% year-on-year earnings growth from the $1.73 billion EBITDA reported for FY 2025.

Sonic Healthcare also highlighted that year to date in FY 2026, statutory revenue is up 17% from the same period the prior year.

Moving on to the second ASX 200 stock marching higher despite the wider market malaise this week, we have property investment and funds manager Charter Hall Group (ASX: CHC).

Charter Hall shares closed last week trading for $21.86. At the time of writing, shares are changing hands for $24.11 each. That sees the Charter Hall share price up 10.3% over the week.

Charter Hall also held its AGM on Thursday, with shares closing up 6.7% on the day.

Investors bid up the stock after the company upgraded guidance for full-year FY 2026 earnings per security (OEPS) to 95 cents. That's 5.6% above prior guidance of 90 cents per share.

Management credited the stronger earnings outlook to strong investment activity as well as increased revenue across core businesses.

Which brings us to…

Leading the pack this week

The top performing ASX 200 stock on my list for the week is asset management company GQG Partners Inc (ASX: GQG).

GQG Partners shares closed last week trading for $1.45 each. At the time of writing, shares are swapping hands for $1.63 apiece. This sees the GQG Partners share price up 12.4% in this week's slumping market.

The last price-sensitive news out from the ASX 200 stock was its October funds under management update, released on 12 November.

With GQG Partners shares still down more than 23% in 12 months, it looks like investors may be doing some bargain hunting this week.

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The shares have spiked over 7% since yesterday afternoon. The share price spike was driven by the Australian property investment and funds management company upgrading its FY26 earning guidance.

Investors were thrilled that the group raised its FY26 OEPS guidance by 5.5% to 95 cents per security. The upgrade reflects a 16.7% increase over FY25. The move was driven by strong investment activities and rising revenues.

Charter Hall Group will announce its H1 FY26 Results on 19 February 2026. Its management expects demand for its property funds and further investment opportunities to continue across all core sectors.

Following Charter Hall Group's announcement yesterday, analysts at Macquarie Group Ltd (ASX: MQG) have updated their outlook on the company's shares.

Macquarie upgrades its rating on Charter Hall Group shares

In a note to investors, the broker said it has upgraded the company's shares from underperform to neutral. The broker also raised its target price to $23.83, up from $19.01 previously.

At the time of writing that still represents a potential 0.37% downside for investors over the next 12 months.

"Valuation: TP +25% to $23.83 ($19.01 prior) driven by earnings changes and a higher multiple on FM (16x to 21x) to reflect the improving cycle," Macquarie said in its note.

Upgrade to Neutral $23.83 TP. Operational metrics continue to improve, resulting in consistent earnings upgrades. However, valuation prevents us from getting more positive with CHC trading on 25x FY26 P/E (~17x LTA).

What did the broker have to say about Charter Hall Group's earnings upgrade?

The company's FY26 OEPS guidance is a 5.5% increase, implying 17% OEPS growth versus the prior corresponding period. The broker noted that the upgrade is driven by an acceleration in transaction volumes since June 2025. This has fuelled increased earnings across Property Investment, Development Investment and Funds Management revenue lines. 

The new FY26 OPES guidance of 95 cents is higher than previous market expectations and Macquarie estimates of 91.2 cents and 90 cents respectively.

[The] +5.5% upgrade vs our expectations follows a 3.0% beat when initial FY26 guidance was set and upgrades through FY25. CHC is trading on ~25x FY26 P/E, a peak multiple, which the market seems comfortable with currently. Whilst we are attracted to CHC's 3-year OEPS CAGR forecast of 13% and prospects of further earnings upgrades, we struggle to justify the valuation from a bottom up perspective and get more positive, without reverting to relative value methods (e.g. PEG).

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What did Charter Hall report?

• FY26 OEPS guidance upgraded by 5.5% to 95.0 cents per security (from 90.0 cps)
• This represents a 16.7% increase on FY25 OEPS of 81.4 cents per security
• Increased transaction volumes across Property Investments, Development Investment, and Funds Management
• Equity inflows from both existing and new investors remain healthy
• FY26 guidance excludes any performance fee revenue

What else do investors need to know?

Charter Hall is experiencing positive momentum, with more deals closing and rising investment activity since 30 June 2025. The group's Property Investments and Funds Management divisions are seeing operational gains and higher revenue, driven by strong demand from institutional and retail investors.

Charter Hall manages a diverse portfolio spanning office, industrial, retail, and social infrastructure properties. The uplift in guidance signals management's confidence in continuing growth, supported by disciplined financial management and active engagement with customers.

What's next for Charter Hall?

Assuming no major changes in market conditions, Charter Hall expects continued momentum leading into FY26, with upgraded earnings guidance now set at 95.0 cents per security. The group remains focused on growing platform activity and delivering strong outcomes for its investor customers.

Charter Hall will announce its Financial Half Year 2026 Results on 19 February 2026. Management expects ongoing demand for its property funds and further investment opportunities across core sectors.

Charter Hall share price snapshot

Over the past 12 months, Charter Hall shares have risen 53%, outpacing the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

View Original Announcement

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Servcorp Ltd (ASX: SRV), best known for its global network of serviced and virtual offices, has been one of the most surprising success stories on the ASX in recent years.

Its share price has surged more than 47% year to date and 144% over the past two years (excluding dividends). Over the same period, the All Ordinaries Index (ASX: XAO) is up just over 10% and 32.5% respectively.

Far from being a property behemoth like Charter Hall Group (ASX: CHC) or Goodman Group (ASX: GMG), Servcorp remains a smaller, under-the-radar operator quietly expanding at a speed the big names would envy. Where others build growth on layers of debt, Servcorp has constructed its global empire on discipline, cash, and creativity.

Global presence, local discipline

Servcorp isn't a flashy tech name or a traditional property play. Instead, it sits in a unique position between real estate and services, providing flexible offices, virtual offices, and meeting rooms in premium buildings across 20 major cities around the world, from New York and London to Tokyo, Dubai, and Paris.

Founded in Sydney, the company's model allows it to capture the benefits of global property exposure without being tied to any single market. In a post-pandemic world where flexibility and agility reign supreme, Servcorp's offering has found a sweet spot.

Yet what makes Servcorp even more distinctive is its personality. While most companies issue dry, cookie-cutter investor presentations, Servcorp's annual reports have become something of a collector's item. Each year brings a fresh design. This year's edition is part comic book, part yearbook, and entirely Servcorp: solid performance and unexpectedly fun.

It's a rare blend of serious numbers and light-hearted flair, the kind of contrast that captures exactly how the business operates: a disciplined compounder that still enjoys the process.

Quiet compounding at work

Servcorp has been quietly compounding through strong cash generation, disciplined expansion, and consistent dividend growth.

The company recently posted record profits, rising free cash flow, and maintains a cash and investment balance north of $140 million (an impressive feat in a sector where debt is often the default). That war chest gives Servcorp enviable flexibility for future growth and shareholder returns.

Shareholders have also been rewarded with higher dividends: 28 cents per share in FY25, up 12% from the prior year and management has indicated that FY26 payouts won't fall below 30 cents.

Servcorp's leadership keeps reinvesting with purpose, not ego. The company grows patiently and profitably. While the market chases hype and headlines, this quiet achiever proves that real compounding comes from focus, integrity, and time.

From small cap to something much bigger

Finding small caps that grow into medium or large-cap companies is one of the most rewarding aspects of investing.

Many of today's ASX heavyweights began life as far smaller enterprises that steadily reinvested profits and expanded their market reach.

Servcorp may never dominate the headlines, but its steady results and shareholder focus make it a standout example of how small, disciplined companies can quietly build lasting value.

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Annual dividend growth is certainly not a guarantee for investors, but the two businesses I'm going to highlight have increased their payout on an extremely consistent basis.

I like to look at dividend payments because a rising payout can suggest multiple things, including confidence in the board's outlook and an increase in the business' underlying value. I think the two ASX 300 shares below are ones to watch with that in mind.

Charter Hall Group (ASX: CHC)

Charter Hall describes itself as a leading fully integrated diversified property investment and funds management group. It manages a diverse portfolio of high-quality properties across its core sectors of office, industrial and logistics, retail, and social infrastructure.

The company has increased its annual payout every year since the GFC, meaning it has one of the most consistent records on the ASX.

Charter Hall has steadily expanded its funds under management (FUM) over the long term to reach $84.3 billion at June 2025.

In early FY26, it announced the launch of the $2.5 billion Charter Hall Convenience Retail Fund, having secured $1.8 billion in equity commitments. It also expanded its constitutional client base, securing the mandate to manage the $2.1 billion Australian direct property portfolio of the Challenger Ltd (ASX: CGF) Life division.

I think the 2025 RBA rate cuts could help increase property values and drive further demand (by investors and tenants alike) for commercial property.

The ASX 300 share is expecting to grow its operating earnings per security (EPS) by 10.6% in FY26 and deliver distribution growth of 6%. At the time of writing, that would mean a grossed-up dividend yield of more than 3%, including franking credits.

Pinnacle Investment Management Group Ltd (ASX: PNI)

Pinnacle is an important business in the investment world. It helps highly rated fund managers grow their business, enabling them to focus on investing and leaving behind-the-scenes work to others.

The ASX 300 share takes sizeable minority stakes in the fund management businesses, which have typically gone on to become impressive investments for Pinnacle.

Looking at the dividends, aside from the COVID-impacted 2020 year (when it maintained its payout), Pinnacle has increased its annual payout each year since 2018.

Pinnacle delivered an enormous dividend increase of more than 40% in FY25, and I believe the business could provide rising payouts in the coming years, particularly if asset markets continue delivering positive returns.

At the time of writing, the company's FY25 payout translates into a grossed-up dividend yield of approximately 4.5%, including franking credits.

The post Want to build up income? I believe these 2 ASX 300 shares are a buy 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

The Australian share market looks set for a good start to the week following a positive finish to the last one on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 21 points or 0.25% lower. In the United States, the Dow Jones was up 0.65%, the S&P 500 rose 0.6%, and the Nasdaq pushed 0.45% higher.

Oil prices rise

It could be a decent start to the week for ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices pushed higher on Friday night. According to Bloomberg, the WTI crude oil price was up 1.1% to US$65.72 a barrel and the Brent crude oil price was up 1% to US$70.13 a barrel. This was driven by news of drone attacks hitting Russian supply.

ASX 200 shares going ex-dividend

A number of ASX 200 shares are going ex-dividend this morning and could trade lower. This includes a range of REITs such as Arena REIT (ASX: ARF), Centuria Industrial Reit (ASX: CIP), Charter Hall Social Infrastructure REIT (ASX: CQE), HomeCo Daily Needs REIT (ASX: HDN). In addition, gold miner Gold Road Resources Ltd (ASX: GOR) is going ex-dividend for a payout relating to its takeover.

Gold price rises again

ASX 200 gold shares including Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could start the week positively after the gold price pushed higher again on Friday night. According to CNBC, the gold futures price was up 1% to US$3,809 an ounce. This was driven by the release of US inflation data which was supportive of further rate cuts.

Buy Premier shares

Premier Investments Ltd (ASX: PMV) shares are good value according to analysts at Bell Potter. This morning, the broker has retained its buy rating and $26.50 price target on the Smiggle and Peter Alexander owner's shares. The broker said: "We view PMV as trading at a discount to our coverage, considering the Premier Retail division with two global roll-out worthy brands offering ~7% EBIT growth in FY26e and a P/E of ~12x excluding equity investments, land bank/cash while retaining a strong balance sheet supportive of M&A as attractive. Maintain BUY."

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Four ASX shares that have failed to follow the market higher today are listed below. Here's why they are falling:

ASX Ltd (ASX: ASX)

The ASX share price is down 1.5% to $58.85. This morning, analysts at Morgan Stanley retained their underweight rating and $54.05 price target on the stock exchange operator's shares. This implies potential downside of 8% from current levels. The broker believes there is risks to its cost growth, which it warns could weigh on its cash flow and put pressure on its dividends.

Charter Hall Group (ASX: CHC)

The Charter Hall share price is down 1% to $22.50. This also may have been driven by a bearish broker note. According to a note out of Macquarie, its analysts have reaffirmed its underperform rating on the property company's shares with an improved price target of $19.01. This suggests that downside of 15.5% is possible from current levels. The broker feels that its shares are overvalued and sees better opportunities for investors in the sector.

Invictus Energy Ltd (ASX: IVZ)

The Invictus Energy share price is down 25% to 16.75 cents. This appears to have been driven by the release of an announcement after the market close on Wednesday. That announcement revealed that the energy explorer has delayed the settlement of a placement. In August, the company announced a strategic partnership with Al Mansour Holdings, backed by His Highness Sheikh Mansour bin Jabor bin Jassim Al Thani, a senior member of the Qatar royal family. Al Mansour Holdings agreed to acquire a strategic 19.9% equity stake in Invictus at a premium to the prevailing market price. The proposed issue is now expected on 1 December, delaying the funding of the near-term Cabora Bassa works program.

Ramelius Resources Ltd (ASX: RMS)

The Ramelius Resources share price is down 2.5% to $3.63. A number of ASX gold shares are trading lower today after the price of the precious metal pulled back overnight. This has seen the S&P/ASX All Ords Gold index fall 1.1% this afternoon. However, it is worth noting that the index remains up by over 80% since the start of the year. This has been driven by the gold price hitting record high after record high.

The post Why ASX, Charter Hall, Invictus Energy, Ramelius shares are falling today appeared first on The Motley Fool Australia.

The ASX 200 closed at a new peak of 9,019.1 points today, up 1.13%.

ASX 200 industrial shares led the market higher, rising 3.43%.

Consumer staples and consumer discretionary shares also had a good day, with both sectors up by more than 2%.

A large group of individual ASX shares hit new price peaks today.

16 ASX 200 shares also reached price peaks today

Here is a sample of the stocks that hit new multi-year price highs today.

Westpac Banking Corp (ASX: WBC)

The market's second biggest bank share lifted to a 10-year high of $38.80.

Wesfarmers Ltd (ASX: WES)

The largest ASX 200 consumer discretionary share lifted to a record $94.76 on Thursday.

Telstra Group Ltd (ASX: TLS)

The Telstra share price leapt to an 8-year high of $5.02 today.

Transurban Group (ASX: TCL)

This ASX 200 industrial share ascended to a 2-year high of $14.77.

Brambles Ltd (ASX: BXB)

Fellow industrial share, Brambles, reached an all-time record of $26.26.

Charter Hall Group (ASX: CHC)

This ASX 200 real estate investment trust (REIT) smashed a new record high of $23.44 today.

GPT Group (ASX: GPT)

Another ASX property share, GPT Group, rose to a 3-year high of $5.56 on Thursday.

Newmont Corporation CDI (ASX: NEM)

This ASX 200 gold share lifted to an all-time peak of $107.39 today.

Orica Ltd (ASX: ORI)

Stock in this explosives manufacturer rose to a five-year high of $21.89 today.

ResMed CDI (ASX: RMD)

The Resmed share price ascended to a record high of $45.20 on Thursday.

Origin Energy Ltd (ASX: ORG)

The Origin Energy share price soared to an 11-year peak of $13.07 today.

The ASX 200 utilities share is up 30% over the past year. Can it keep rising?

Super Retail Group Ltd (ASX: SUL)

This ASX retail share lifted to an all-time peak of $20.20 after the company released its FY25 results.

Eagers Automotive Ltd (ASX: APE)

The Eagers Automotive share price rose to a record $22.67 on Thursday.

Codan Ltd (ASX: CDA)

This ASX 200 tech share lifted to a record $26.89 today.

Downer EDI Ltd (ASX: DOW)

The Downer share price hit a five-year high of $7.43 today after the company released its FY25 results.

The Lottery Corporation Ltd (ASX: TLC)

The ASX gaming share lifted to a record high of $5.86 on Thursday.

The Lottery Corporation released its FY25 results yesterday.

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