A common misconception is that investors need to invest millions of dollars (or more) to make it worth it.

The reality is that you could earn a good passive income off a portfolio of around $100,000.

But what could that passive income actually look like?

Let's break it down.

How much could I earn off a $100,000 ASX share portfolio?

The easiest way to calculate your passive income is by multiplying your total portfolio value by your dividend yield.

The tricky part is that the answer varies widely depending on the dividend yield of your portfolio.

For example, $100,000 x 3% = $3,000 per year in dividend payments.

But if your portfolio has a dividend yield of around 6%, your passive income will be double the size. That's because $100,000 x 6% = $6,000 per year in dividend payments. 

And so on. As your dividend yield increases, the passive income you can earn from your $100,000 portfolio also increases.  

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

Of course, this type of money isn't going to become a primary income stream, but it'll certainly help create an extra buffer.

Which ASX shares could earn me $3,000 per year in dividends?

To earn an annual passive income of around $3,000, your portfolio will need to yield around 3%.

A 3% dividend yield is very achievable, and there is a wide range of high-quality ASX dividend shares that pay out around that level. 

For example, major blue chips like BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA) pay around the 3% mark. As do long-standing ASX dividend players like Washington H. Soul Pattinson and Co Ltd (ASX: SOL), ASX healthcare giant CSL Ltd (ASX: CSL), and Coles Group Ltd (ASX: COL).

What ASX shares could help me earn around $6,000 per year in dividend payments?

To earn an annual passive income of around $6,000, your portfolio will need to yield around 6%.

This is a little higher than the average across the index, but there are still plenty of options available.

For example, long-standing ASX dividend payer APA Group Ltd (ASX: APA) pays around 6%. Metcash Ltd (ASX: MTS) also pays around a 6% yield, as does energy provider AGL Energy Ltd (ASX: AGL).

What about if I wanted to earn $10,000 per year in dividends? Is that possible?

Technically, yes, although your portfolio would need to average a dividend yield of around 10%. 

There are options around this level, but they generally come with higher risk.

Some good high-yielding ASX shares are IPH Ltd (ASX: IPH) and non-bank lender Liberty Financial Group Ltd (ASX: LFG). Meanwhile, GQG Partners Inc (ASX: GQG) yields even higher, at around 16%.

Of course, it's important to note that, ideally, you want to build a portfolio comprising a mix of different yielding shares for diversification, rather than a portfolio of just one stock.

The post How much could a $100,000 ASX share portfolio pay in dividends? appeared first on The Motley Fool Australia.

You just need to know how to invest it and understand what level of passive income to expect.

The benefit of investing your superannuation for a passive income in retirement is that it comes with the added benefit of low tax rates and long-term compounding.

The only downside is that you can't access it until you reach retirement age.

But how much do you actually need in your super to be able to earn the passive income you want in retirement?

Let's break it down, using a monthly $7,000 passive income as a guide.

How much do I need in my superannuation to get a passive income of $7,000 every month?

There's a simple calculation you can use. First, you'd need to work out what your monthly passive income totals over the year, then divide that annual passive income figure by the dividend yield of your portfolio.

For example, $7,000 x 12 = $84,000. Divide that by a 3% yielding portfolio, and you'll need a $2.8 million portfolio in order to earn $84,000 per year (or $7,000 per month).

Of course, a $2.8 million superannuation balance isn't achievable for many Australians. 

But the good news is that as your dividend yield increases, the superannuation balance required to earn the same passive income decreases.

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

How much do I need in my superannuation if my portfolio yields 4%?

To earn $84,000 per year off a 4% yielding portfolio, you'd need to have a balance of around $2.1 million.

ASX shares that could fit the bill include Westpac Banking Corp (ASX: WBC), ANZ Group Holdings Ltd (ASX: ANZ), or Transurban Group (ASX: TCL). These all yield 4% or a little more.

How much do I need in my superannuation if my portfolio yields 5%?

To earn the same $84,000 per year off a 5% yielding portfolio, you'd need to have a superannuation balance closer to $1.68 million.

Shares that yield 5% or just over could include Woodside Energy Group Ltd (ASX: WDS), Universal Store Holdings Ltd (ASX: UNI), and AGL Energy Ltd (ASX: AGL).

What about for a 6% yielding portfolio?

A superannuation balance of around $1.4 million can earn the same passive income on a 6% yielding portfolio.

Harvey Norman Holdings Ltd (ASX: HVN), Fortescue Ltd (ASX: FMG), and Dexus Industria REIT (ASX: DXI) are good examples of ASX shares that yield around 6%.

And for a portfolio that yields 7% or 8%, what do I need then?

Higher-yielding shares mean investors can earn the same passive income off a much smaller superannuation balance, but they do come with added risk.

A $1.2 million or $1.05 million portfolio yielding 7% or 8%, respectively, could earn $84,000 in passive income.

Higher-yielding options include ASX shares such as the BetaShares Australian Top 20 Equities Yield Maximiser Complex ETF (ASX: YMAX), GQG Partners Inc (ASX: GQG), or Centuria Office REIT (ASX: COF).

The post How much do I need in my superannuation to earn $7k per month in passive income? appeared first on The Motley Fool Australia.

Not only can it help you build wealth for later on in life, it also comes with the added bonus of low tax rates and long-term compounding.

But how much do you actually need in your super to be able to earn the passive income you want in retirement?

Let's break it down, using a $50,000 per year passive income as an example.

How much do I need in my superannuation to earn $50,000 per year in passive income?

Working out the superannuation you'll need to earn that level of passive income is more straightforward than you'd think.

Simply divide your annual passive income by the dividend yield of your portfolio.

Of course, the hard part is that the answer varies significantly depending on the dividend yield of your portfolio. 

For example, a portfolio with a dividend yield of around 5% only needs to be half the size of one with a dividend yield of around 2.5% to generate the same level of passive income. 

Breaking it down further

If your overall portfolio has a dividend yield of around 3%, you'll need a balance of around $1.66 million to earn $50,000 per year in passive income.

Then, as your portfolio's dividend yield increases, the superannuation balance required to earn the same passive income decreases. Say the yield of your portfolio is around 4%, for example, your balance would need to be closer to $1.25 million to earn the same dividend income.

For a 5% yielding portfolio, you'd need a balance of closer to $1 million to earn the same amount.

Increase that to a 6% or 7% dividend yield, and you're looking at closer to $833,000 or $714,000. You'd still earn $50,000 per year in passive income from these portfolio sizes.

ASX shares around these dividend yields

There is a huge range of options, but here are a few of my favourite ASX dividend shares to get you started.

At a 2%-3% dividend yield, I'd look at well-known companies like Coles Group Ltd (ASX: COL) or Commonwealth Bank of Australia (ASX: CBA).

For options yielding closer to 4%, my choices would be banking giants such as National Australia Bank Ltd (ASX: NAB) or ANZ Group Holdings Ltd (ASX: ANZ).

If you want a slightly higher yield around 5% or 6%, I'd invest in something like Santos Ltd (ASX: STO) or Woodside Energy Group Ltd (ASX: WDS).

Then your high-yield players could include GQG Partners Inc (ASX: GQG) or IPH Ltd (ASX: IPH). These yield 7% or more.

The post How much do I need in my superannuation to get $50k per year in passive income? appeared first on The Motley Fool Australia.

However, research shows the average yield is on the decline. 

At the time of writing, the trailing 12-month dividend yield of the S&P/ASX 300 Index (ASX: XKO) sits at approximately 3.5%. 

For retirees seeking passive income, this makes it all the more important to find strong companies with a track record of high dividends.  

A balanced retirement portfolio 

Dividend-paying stocks are an important complement to superannuation in a retiree's investment portfolio because they provide an additional source of regular income outside of super pension payments. 

While superannuation forms the foundation of retirement savings, a portfolio of quality dividend-paying Australian shares can generate cash flow that helps meet ongoing living expenses, reducing the need to draw down super balances as quickly. 

This can help extend the longevity of retirement savings while also providing the potential for capital growth and tax-effective income through franking credits, making dividend stocks a valuable component of a well-diversified retirement strategy. 

With that in mind, here are three options offering dividend yields above the 3.5% benchmark. 

GQG Partners Inc (ASX: GQG)

GQG Partners has been a popular ASX dividend stock for many years. 

It is a global boutique asset management company focused on active equity portfolios. The company offers investment advisory and portfolio management services for investors across three continents.

It has historically paid four unfranked shareholder dividends a year.

After seeing its share price fall significantly, it now offers a historically high dividend yield of over 13%. 

It has also drawn positive outlooks from brokers, which could give retirees the chance to cash in on passive income and solid capital growth over the next few years. 

Hearts and Minds Investments Ltd (ASX: HM1)

Hearts & Minds Investments has two goals aiming to maximise long-term shareholder returns.  

It invests in high-conviction ideas and provides critical financial support to leading medical research institutes. 

Its dividend has steadily increased since FY23, and is set to hover around 10% throughout the next financial year. 

APA Group (ASX: APA)

APA Group is another ASX dividend share offering attractive yields. 

It is Australia's largest energy infrastructure company, owning and/or operating an extensive portfolio of gas, electricity, solar, and wind assets. 

The company is a major owner and operator of Australia's gas distribution network, including pipelines, gas-fired power stations, and storage facilities. 

It has brought investors solid growth over the last 12 months, rising 25%. 

Additionally, it is expected to yield nearly 6% by FY28. 

The post Three perfect retirement dividend shares offering 5% yields or higher  appeared first on The Motley Fool Australia.

But there are a few exceptions.

Here are two ASX dividend shares offering forecast yields of around 10%, accompanied by analyst forecasts of up to 25% upside over the next 12 months.

GQG Partners Inc (ASX: GQG)

GQG Partners has endured a difficult year. The ASX dividend share has fallen around 35% over the past 12 months, leaving the fund manager trading on what many investors would consider a compelling valuation.

GQG manages active investment strategies focused on international shares, emerging markets, US equities, and global equities. The business generates strong cash flow through management fees and has built a reputation for returning a large portion of profits to shareholders. In fact, GQG currently distributes approximately 90% of its distributable profit as dividends.

That generous payout policy, combined with the weaker share price, has pushed the stock's annualised dividend yield to an eye-catching 11.7% based on its latest quarterly dividend.

The quarterly payment schedule is another attraction for income investors, providing more frequent cash flow than the typical twice-yearly dividend.

Despite the recent weakness in the share price, the business itself remains highly profitable. The stock is currently trading on a price-to-earnings ratio of around 6.5, well below many other high-quality financial companies.

Importantly, analysts also see recovery potential. Consensus price targets imply more than 30% upside, offering investors the rare combination of a generous income stream and potential capital gains.

IPH Ltd (ASX: IPH)

IPH is one of the ASX's quieter dividend performers. The share price has been under pressure last year, losing 18% at the time of writing.

The company provides intellectual property services, including patents, trademarks, portfolio management, and enforcement through a network spanning 25 countries across 10 jurisdictions. It is the largest IP services provider in the Asia-Pacific region.

One of IPH's biggest strengths is its remarkably dependable cash generation. During its first-half FY26 results, the ASX dividend share reported cash conversion of 101%, highlighting the resilience of its business model.

Strong cash flow has supported steadily rising dividends over many years. The latest interim dividend increased 11.8% to 10 cents per share, reflecting management's confidence in the business.

Based on current forecasts, IPH is expected to pay fully franked dividends totalling 38 cents per share in FY26. At the current share price, that equates to a forward dividend yield of just over 10%.

Analysts also believe the shares have room to climb from here, with consensus price targets suggesting more than 25% upside.

Foolish takeaway

High yields often come with elevated risks, so investors should always look beyond the headline dividend.

In the case of GQG Partners and IPH, however, both companies continue generating strong cash flow while trading at relatively modest valuations.

That combination has created an unusual opportunity: ASX dividend shares capable of delivering attractive passive income today while also offering the potential for meaningful capital growth over the year ahead.

For investors seeking both income and upside, these two stocks could be well worth a closer look.

The post 2 ASX dividend shares with 10% yields and 25% upside potential appeared first on The Motley Fool Australia.

GQG is a leading US-based fund manager offering four main strategies. Its key funds are focused on international shares (excluding the US), emerging market shares, US shares and global shares.

Headwinds to turn into tailwinds?

Short-term investment performance has been difficult as the fund manager positioned its portfolios defensively to protect against excessive, lofty valuations. Despite that, all four of its strategies have outperformed their respective benchmarks since their inception in 2014.

I think the business has a lot of potential to outperform from this current low point in the GQG share price.

The business could see better performance in the coming months if share markets rise, providing a tailwind for its funds under management (FUM) to rise. Or, if the market falls, its defensive positioning could enable outperformance of the benchmark.

FUM outflows have already slowed significantly, and returning to outperformance could help GQG regain FUM inflows.

Big dividend yield

The business is currently paying out approximately 90% of its distributable profit to shareholders, which is a very generous level of passive income.

With the large drop in the GQG share price, it's now trading on a very low price/earnings (P/E) ratio, giving investors an opportunity to buy this business for incredible value.

It pays its dividend quarterly, meaning investors receive their payouts at a pleasing frequency. The latest dividend was AU $0.04878 per share, which translates into an annualised dividend yield of 13.4%.

That also suggests that the business is currently valued at less than 7x its current annualised distributable profit.

If FUM were to continue declining over a long period, that would not be ideal. But GQG has a long track record of outperforming its benchmarks, and I believe it can get back to that level of performance.

What do analysts think of the GQG share price?

According to CMC Invest, there have been three ratings on the business within the last three months, with two buy ratings and one hold rating. The average price target is $1.76, implying a possible rise of around 20% over the next year.

Overall, it seems like the business is significantly undervalued, and it can provide investors with a lot of passive income.

The post Down 39% in 12 months with a 13% yield, are GQG shares too cheap to ignore? appeared first on The Motley Fool Australia.

The passive income can be particularly attractive thanks to a combination of a low valuation, a rewarding dividend payout ratio and potentially franking credits.

I'm going to highlight two businesses that are delivering large dividend yields.

Centuria Office REIT (ASX: COF)

This business describes itself as Australia's largest listed pure play office real estate investment trust (REIT). It says it owns a portfolio of high-quality office assets situated in core submarkets throughout Australia.

Office properties are not exactly a 'hot' sector. But, I think this business is deeply undervalued.

Its FY26 third quarter update was very promising – it reported a four-year weighted average lease expiry (WALE) of four years with an occupancy rate of 90%. That means it's generating a significant level of rental income from its portfolio.

But, the most pleasing element of the ASX share's update on the rental side was that it announced 5,742sqm of lease terms agreed, with an 8.6% re-leasing spread. In other words, the new rental contracts are generating 8.6% more rental income than the old contracts. This could bode well for future rental contracts.

It also noted it had refinanced $1 billion of debt, with a 30 basis point (0.30%) reduction of debt margins, while the debt expiry was extended to 4.3 years.

For me, one of the main reasons why it has such a large dividend yield and why it looks undervalued is because it's trading at a massive discount to its reported underlying value. It reported net tangible assets (NTA) of $1.72 as at 31 December 2025 – it's trading at a 47% discount to this.

The fund manager of the REIT, Belinda Cheung, recently said:

Looking ahead, we maintain an optimistic outlook for the Australia metropolitan office markets across the medium term. Diminishing forecast supply has been further impacted by rising rates and inflation and is expected to amplify the significant disconnect between replacement costs and current valuations. The widening gap of economic rents to prevailing market rents not only prohibits feasible office development but provides ample room for current market rents to continue to grow and underpin future valuations, reinforcing the relative value of existing high-quality, well-located office assets.

It's generating real rental profit and paying large distributions with that rental income. Its FY26 annual distribution translates into a distribution yield of 11%.

GQG Partners Inc (ASX: GQG)

The other ASX share I want to highlight is the fund manager GQG, which, up until recently, had an excellent long-term track record of investment returns.

Following a 40% decline since July 2025, I think the ASX share is now very cheap with a single-digit price/earnings (P/E) ratio.

While the company is still experiencing fund outflows, that pace of the outflows have reduced and if it can deliver positive investment returns then its funds under management (FUM) could still climb, despite the headwind of outflows.

I believe the market is mispricing the potential of GQG to start achieving positive net inflows again.

The ASX share's latest quarterly dividend of AU 4.878 cents translates into a dividend yield of 3.4%. Annualised, that's a dividend yield of 13.4%. That's a huge yield! The dividend returns alone could outperform the S&P/ASX 200 Index (ASX: XJO) for the foreseeable future.

The post 2 ASX shares with dividend yields above 10% appeared first on The Motley Fool Australia.

Among the 11 market sectors, energy is in the lead, recovering 0.8% after yesterday's thrashing on news of a US-Iran peace deal.

The consumer discretionary sector is the laggard, down 1.5% today, giving back some of last week's big gains.

Let's take a look at some new ratings on three ASX shares.

GQG Partners Ltd (ASX: GQG)

The GQG Partners share price is $1.43, down 0.7% today and down 19% in the calendar year to date (YTD). 

Morgans has reiterated its accumulate rating on this ASX financial share. 

The broker said: 

GQG has provided a May FUM update. Overall, monthly outflows appear to be stabilising in the -A$1.5bn to -A$2.0bn range, although investment performance remains highly volatile.

While FUM is effectively flat calendar year-to-date, with outflows offset by positive market movements, we acknowledge it will be difficult for GQG to re-rate until the current outflow cycle ends.

While the near-term operating environment remains difficult, we continue to see long-term value in the GQG franchise, trading at ~9x FY1 PE with a ~10% dividend yield.

Morgans reduced its 12-month price target from $1.92 to $1.64.

This implies a potential 15% upside from here.

Domino's Pizza Enterprises Ltd (ASX: DMP)

The Domino's Pizza share price is $15.89, down 0.5% today and down 27% YTD. 

Morgans has downgraded its rating on this ASX consumer discretionary share to hold.

The broker said: 

The trading environment for DMP has become more challenging than previously assumed, and we have updated our forecasts to reflect a weaker SSS (same-store-sales) outlook across all three regions, compounding cost pressures on ANZ franchisee economics, and a more adverse FX environment in Japan.

The earnings recovery, albeit modest, remains on track but it is entirely cost-driven; there is no volume improvement embedded in our numbers until outer years.

We move to a HOLD rating until there is evidence of further cost management and SSS recovery.

The broker reduced its price target from $25 to $17.60.

This suggests 10% capital growth ahead.

Domino's Pizza is currently one of the most shorted shares on the ASX.

PEXA Group Ltd (ASX: PXA)

The PEXA Group share price is $10.39, down 1.6% today and down 22% YTD. 

PEXA is a digital property exchange business operating in Australia and, more recently, the UK.

Andrew Wielandt from DP Wealth Advisory has a sell rating on this ASX real estate share. 

Wielandt said (courtesy The Bull):

Australian property transaction volumes grew by 7 per cent in the third quarter of 2026, but moderated in the UK from the first half.

In our view, recent proposed changes to capital gains tax and negative gearing are likely to have a cooling impact on the Australian property market.

Investors may want to consider cashing in some gains and see what unfolds in the Australian and UK property markets.

The post Buy, hold, sell: PEXA Group, Domino's Pizza, GQG Partners shares appeared first on The Motley Fool Australia.

GQG is a fund manager that provides clients with exposure to four key strategies: international shares (excluding US shares), emerging markets, global shares, and US shares.

Funds management businesses can be very volatile because their profits (and, subsequently, share prices) are closely linked to movements in the overall share market, which in turn influences funds under management (FUM).

Let's take a look at why I think this could be a compelling time to look at the ASX dividend stock.

Excellent ASX dividend stock credentials

I'm not expecting the business to grow its dividend every year, particularly this year. But, pleasingly, it did increase its dividend each year between 2022 and 2025. Ongoing growth of FUM will be essential for noticeable dividend growth in the future.

Even so, its current quarterly dividend is so large that I think this makes it very attractive.

The ASX dividend stock's latest quarterly dividend, which will be paid later this month, is AU 4.878 cents per share. That quarterly dividend by itself is a 3.27% dividend yield, at the time of writing. Annualised, that dividend yield is 13% if it repeats that payout over the next year.

The business is paying around 90% of its distributable profit to shareholders each quarter. That means investors are being rewarded with most of the profit, but a little is still kept to strengthen the company for the future.

Any business with a double-digit yield could be very compelling for passive income.

Why this is a good time to invest in GQG shares

I think that funds management businesses are notoriously cyclical, so it could be an effective choice to be contrarian.

GQG has seen FUM outflows in recent times, but these appear to be reducing, and if its fund performance returns to prior strength, this could protect existing FUM and help attract new FUM.

The ASX dividend stock now seems to be trading at a very cheap valuation. At the time of writing, it appears to be trading at less than 7x its current annualised distributable profit.

Even if there are ongoing FUM outflows, longer-term investment performance could help grow FUM, profit, and the dividend. If FUM outflows stabilise, then it could look significantly undervalued, in my opinion.

But, GQG isn't the only ASX dividend stock that looks attractive to buy right now.

The post 1 ASX dividend stock down 50% I'd buy right now appeared first on The Motley Fool Australia.

Meanwhile, brokers have indicated continuing confidence in several ASX 200 shares with refreshed buy calls this week.

Here are some examples.

CSL Ltd (ASX: CSL)

The CSL share price is $107.34, up 4.3% today.

The ASX 200's largest healthcare share is having a strong week despite no price-sensitive announcements.

Since last Friday's close, CSL shares have spiked 9.6% while the S&P/ASX 200 Health Care Index (ASX: XHJ) has lifted just 3.6%.

CSL shares have fallen 63% over two years, but perhaps a turnaround is afoot?

UBS reiterated its buy rating on CSL shares on Tuesday.

However, the broker lowered its target price from $175 to $158.

This still implies potential capital gains of 47% ahead.

South32 Ltd (ASX: S32)

The South32 share price is $4.35, down 2.9% today.

Over the past six months, this ASX 200 mining share has risen 27%.

Citi reaffirmed its buy rating on South32 shares on Tuesday.

The broker increased its 12-month price target from $5.40 to $6.10.

This suggests a potential 40% upside ahead.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price is $10.97, down 3.1%.

This ASX 200 travel share has fallen 26% over six months.

But UBS is confident of a turnaround, reiterating its buy rating this week.

The broker has a $14.50 target on the ASX 200 consumer discretionary share.

This suggests a 32% upside from here.

ANZ Group Holdings Ltd (ASX: ANZ)

The ANZ share price is $34.02, down 1.6% today.

This ASX 200 bank share has fallen 5.3% over the past month.

Citi reiterated its buy rating on ANZ shares with a price target of $39.25 on Tuesday.

This implies potential capital gains of 15% ahead.

GQG Partners Inc (ASX: GQG)

The GQG Partners share price is $1.46, up 0.3% today.

Over the past six months, this ASX 200 financial share has fallen 17%.

Morgans renewed its accumulate rating on GQG Partners shares yesterday.

The broker lowered its 12-month price target from $2.03 to $1.64.

This suggests a potential 12% upside ahead.

Morgans commented:

While the near-term operating environment remains difficult, we continue to see long-term value in the GQG franchise, trading at ~9x FY1 PE with a ~10% dividend yield.

Life360 Inc (ASX: 360)

The Life360 share price is $21.21, down 1.6% today.

Over the past month, this ASX tech share has recovered 5.6%.

Life360 has lost 33% of its valuation over the past 12 months.

Citi reaffirmed its buy rating on Life360 shares on Tuesday.

The broker modified its target from $32.10 to $28.25, suggesting a potential 33% increase from here.

SRG Global Ltd (ASX: SRG)

The SRG Global share price is $3.69, down 3.5% today.

This ASX 200 industrials share has ascended 32% over six months.

Morgans renewed its buy call on SRG Global shares this week.

The broker also lifted its target price from $3.20 to $4.20.

This implies potential capital growth of 13% over the next year.

Morgans said:

SRG has upgraded FY26 EBITDA guidance to the upper end of its $164-168m range (~$168m) and, unusually early, provided FY27 EBITDA guidance of $190-200m. This underlines the group's strong earnings visibility, which is arguably unparalleled in the services sector.

We forecast SRG reaches net cash in FY26 and, on that basis, expect it to resume acquisitions. We believe SRG may be able to continue to compound +20-30% EPS growth over the next few years as robust organic growth is supplemented by strategic acquisitive growth. 

Centuria Capital Group (ASX: CNI)

The Centuria Capital share price is $2.02, up 2.5% today and down 4.3% over six months.

Centuria Capital Group is a funds manager specialising in property investment and investment bonds.

Morgan Stanley renewed its buy rating on this ASX 200 real estate share on Tuesday.

The broker lifted its 12-month price target from $2.05 to $2.35.

This suggests a potential 16% upside ahead.

The post 8 ASX 200 shares with renewed buy ratings this week appeared first on The Motley Fool Australia.

If you are, it could be worth looking at the shares in this article that Morgans has been recommending to clients. Here's what the broker is saying:

GQG Partners Inc (ASX: GQG)

The first ASX share to look at is GQG Partners. Morgans has put an accumulate rating and $1.64 price target on this fund manager's shares this week.

Based on its current share price of $1.45, this implies potential upside of 13% for investors over the next 12 months. However, a dividend yield of around 10% is also expected, boosting the total potential return to 23%. It commented:

GQG has provided a May FUM update. Overall, monthly outflows appear to be stabilising in the -A$1.5bn to -A$2.0bn range, although investment performance remains highly volatile. While FUM is effectively flat calendar year-to-date, with outflows offset by positive market movements, we acknowledge it will be difficult for GQG to re-rate until the current outflow cycle ends. We lower our GQG FY26F/FY27F EPS forecasts by 1%-5% and reduce our price target to A$1.64 (from A$1.92). While the near-term operating environment remains difficult, we continue to see long-term value in the GQG franchise, trading at ~9x FY1 PE with a ~10% dividend yield. ACCUMULATE.

Helloworld Travel Ltd (ASX: HLO)

Another ASX share the broker has been looking at is Helloworld. Morgans has put a buy rating and $2.23 price target on this travel company's shares.

Based on its current share price of $1.39, this implies potential upside of around 60% for investors over the next 12 months. It said:

Given recent profit downgrades from other travel industry peers due to the conflict in the Middle East, HLO's downgrade wasn't a surprise. It has revised its FY26 EBITDA guidance by 11-14%. We have downgraded our forecasts. We assume that the conflict and a subdued consumer environment continue to impact the 1H27, followed by a strong recovery in the 2H27. This could prove conservative given HLO's strong 1Q27 bookings. We are buyers of HLO during this period of short-term uncertainty and share price weakness because when operating conditions ultimately improve, both its earnings and share price leverage to the upside will be material.

Tetratherix Ltd (ASX: TTX)

A higher risk option for investors is regenerative medicine company Tetratherix.

Morgans has a speculative buy rating and $7.15 price target on the company's shares. Based on its current share price of $5.31, this implies potential upside of approximately 35%. It commented:

TTX successfully completes a placement to fund the expansion of its production facility and build on its customer success team. We have updated our model to reflect the new capital and take a more optimistic stance on FDA approval for its dental/orthopedic products. Independent research shows TTX's drug delivery platform can safely carry and protect fragile drugs when delivered through the nose. Future licensing opportunities are likely. Our valuation has increased to A$7.15 (was A$6.84). SPECULATIVE BUY.

The post Morgans says these ASX shares could deliver 23% to 60% returns appeared first on The Motley Fool Australia.

It was a rough return for the S&P/ASX 200 Index (ASX: XJO) and many ASX shares to trading this Tuesday following the long weekend break.

After closing the trading week on a bit of a sour note last Friday, investors didn't lose their cold feet over the weekend. The ASX 200 did recover a little from a sharp plunge at market open this morning, but still closed 0.24% down for the day. That leaves the index at 8,604.2 points.

This miserly start to the short trading week follows a mixed start to the American trading week on Wall Street last night.

The Dow Jones Industrial Average Index (DJX: .DJI) wasn't in a great Monday mood, falling 0.16%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) fared much better, though, advancing a confident 0.86%.

But let's get back to the local markets now and take stock of how the various ASX sectors fared amid today's tough trading conditions.

Winners and losers

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

By the time the markets closed, the ASX 200 had shed a nasty 1.26%. That leaves the index back under 8,500 points at 8,496.6.

This rough mid-week session for the Australian markets follows a similarly negative night on the American bourse.

The Dow Jones Industrial Average Index (DJX: .DJI) drifted lower, dropping 0.65%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was even more pessimistic, falling 0.84%.

But let's return to the local markets now for a deeper look into how today's tough trading conditions filtered down into the various 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.

This disappointing mid-week session for Australian investors comes after a mixed night over on Wall Street.

The Dow Jones Industrial Average Index (DJX: .DJI) recovered from an early dip to post a 0.11% gain.

However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) wasn't so lucky and ended up dropping 0.71%.

Let's get back to ASX shares now, though, and take a deeper dive into what was going on amongst the different ASX sectors today.

Winners and losers

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

Four ASX shares that are not letting that hold them back are listed below. Here's why they are rising:

BHP Group Ltd (ASX: BHP)

The BHP share price is up 2.5% to $59.87. Investors have been buying this mining giant's shares following another rise in the copper price overnight. According to CNBC, the spot copper price is now up over 8% since this time last month and has reached a record high. This bodes well for BHP, which has been increasing its exposure to copper in recent years.

GQG Partners Inc (ASX: GQG)

The GQG Partners share price is up 1.5% to $1.59. This morning, the fund manager released its latest funds under management (FUM) update. GQG Partners revealed that its FUM reached US$166.9 billion at the end of April. This is up from US$162.5 billion at the end of March. This reflects a strong investment performance, which added US$5.7 billion to its FUM and offset net outflows of US$1.4 billion. In addition, GQG Partners announced its latest quarterly dividend. It plans to pay the equivalent of 4.878 cents per share. This dividend alone equates to a dividend yield of 3% based on its current share price. It will be paid to eligible shareholders on 26 June.

Inghams Group Ltd (ASX: ING)

The Inghams share price is up a further 6% to $1.93. Investors have been buying the poultry producer's shares this week following the release of a trading update. Inghams revealed that sales volumes were up 1.1% for the first nine months of FY 2026. As a result, management has reaffirmed its guidance for underlying EBITDA of $180 million to $200 million. The company's CEO and managing director, Ed Alexander, commented: "We are seeing improved operational performance and positive momentum from initiatives already delivered, while reaffirming our FY26 guidance in a challenging environment."

Symal Group Ltd (ASX: SYL)

The Symal Group share price is up 6% to $2.52. This follows the release of a guidance update from the diversified services provider this morning. Symal advised that it expects normalised EBITDA of $120 million to $126 million in FY 2026. This compares to its previous guidance range of $117 million to $127 million. Management advised that this reflects the company's focus on disciplined operating performance and project execution.

The post Why BHP, GQG, Inghams, and Symal shares are pushing higher today appeared first on The Motley Fool Australia.

Two of the S&P/ASX 200 Index (ASX: XJO) heavyweights are underperforming the 0.6% losses posted by the benchmark index during the Tuesday lunch hour, while one is marching higher.

Here's what's catching investor interest.

Life360 shares tumble despite revenue growth

Life360 shares are taking a beating today.

Shares in the ASX 200 location sharing software company are down a sharp 10.9% at the time of writing, trading for $17.93 each.

This underperformance follows the release of the company's first-quarter results (Q1 2026) and comes amid broader weakness in the ASX tech sector today and apparently lofty investor expectations.

Indeed, Life360 shares are tumbling despite the company reporting a 38% year-on-year quarterly revenue boost to US$143.1 million. And adjusted earnings before interest, taxes, depreciation and amortisation (EBITDA) of US$17.1 million were up 7%.

Management also increased full-year 2026 revenue guidance to between US$650 and US$685 million, up from prior guidance of US$640 million to US$680 million. Full-year adjusted EBITDA guidance was increased to US$130 to US$140 million, up from the prior range of US$128 million to US$138 million.

GQG shares lift on FUM boost

Unlike Life360 shares, GQG shares are on the rise today following an April performance update.

As at 30 April, the ASX 200 financial stock reported funds under management (FUM) of US$166.9 billion. That's up US$4.4 billion from the end of March.

GQG achieved that FUM growth despite April net outflows of US$1.4 billion. Management credited this to a strong month for investment markets and performance across GQG's strategies.

WiseTech shares join tech sell-off

Joining GQG and Life360 shares in the financial headlines, WiseTech shares are down 5.2%, changing hands for $40.08.

The ASX 200 logistics software solutions company presented at the annual Macquarie Group Ltd (ASX: MQG) Australia Conference today.

The company highlighted its strong first half-year performance (H1 FY 2026), which included a 76% increase in revenue and a 31% increase in EBITDA. This was spurred by WiseTech's acquisition of US-based cloud software company e2open in late 2025 to create TradeWise.

Management said this provided "a clear path to margin expansion post integration".

WiseTech now serves more than 22,000 logistics companies across 193 countries. That includes 23 of the top 25 largest global freight forwarders.

And rather than seeing AI as a potential threat to its business, WiseTech noted, "AI amplifies our resilient market position, drives step-change efficiency, and accelerates customer success."

The post Why is everyone talking about WiseTech, GQG and Life360 shares on Tuesday? appeared first on The Motley Fool Australia.

What did GQG Partners report?

• Funds under management (FUM) increased to US$166.9 billion at 30 April 2026 from US$162.5 billion at 31 March 2026
• April net outflows totalled US$1.4 billion across all strategies
• April investment performance contributed a positive US$5.7 billion
• Year-to-date net outflows of US$9.9 billion offset by US$13.0 billion of investment performance
• Strongest April FUM growth in International and Emerging strategies

What else do investors need to know?

GQG Partners' FUM ended higher despite consistent net outflows, reflecting a strong month for investment markets and performance across the firm's strategies. The slight decrease in US strategy FUM was more than offset by gains in International and Emerging strategies.

The company noted that all reported figures are in US dollars and unaudited. Its Private Capital Solutions activity is not included in these totals. Investors can expect the next FUM updates on 10 June, 13 July, and 12 August 2026.

What's next for GQG Partners?

Looking ahead, GQG Partners will continue to provide monthly FUM updates, with the next announcement planned for 10 June. Management remains focused on navigating net flow challenges while building on recent positive investment performance.

The company continues to diversify its global and emerging markets strategies, seeking to maintain and grow FUM despite ongoing outflows.

GQG Partners share price snapshot

Over the past 12 months, GQG Partners shares have declined 37%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

View Original Announcement

The post GQG Partners reports growth in funds under management for April 2026 appeared first on The Motley Fool Australia.

Australia's annual headline inflation rate rose to 4.6% in the 12 months to March, up from 3.7% in February, with fuel a major driver of the increase.

For investors, this creates a simple problem. Cash sitting in the bank needs to work harder just to maintain purchasing power.

That is why I think these ASX income stocks with forecast dividend yields above 8% could be worth considering.

GQG Partners Inc (ASX: GQG)

The first ASX income stock I would look at is GQG Partners.

GQG is a global investment manager, which makes it very different from a typical ASX dividend share.

Its earnings are tied to funds under management, investment performance, market conditions, and client flows. That means the dividend is not risk-free. A weak period for markets or fund flows could put pressure on profits and payouts.

But I think GQG has a few qualities that make it appealing for income investors.

It has a capital-light model, global reach, and exposure to institutional and wholesale investors around the world. If markets remain supportive and the company continues to attract or retain client money, it has the potential to generate strong cash flows.

According to CommSec, consensus estimates show that GQG is forecast to offer a dividend yield of around 12% in both FY26 and FY27.

That puts it well ahead of the current inflation rate and gives investors a potentially attractive income stream while they wait for long-term growth.

Harvey Norman Holdings Ltd (ASX: HVN)

Harvey Norman is another ASX income stock I think could help investors fight inflation.

The retailer has been out of favour at times because discretionary spending can be sensitive to interest rates, housing turnover, and consumer confidence.

But I think Harvey Norman is more interesting than a simple retail story.

It has a well-known brand, a large store network, offshore operations, and a significant property-backed element to the business. That property exposure gives it a different feel from many other retailers.

There are risks. If households remain under pressure from rising fuel costs, higher mortgage repayments, and cost-of-living concerns, spending on furniture, electronics, and appliances could be uneven.

But for investors focused on income, the valuation and yield are the attraction.

Consensus estimates point to Harvey Norman offering a dividend yield of around 8.5% in both FY26 and FY27.

While no dividend forecast is ever guaranteed, this is a business that has been through plenty of cycles before and continued to reward shareholders.

Foolish takeaway

Inflation at 4.6% changes the income conversation.

A 4% yield may no longer feel like enough for investors trying to protect their purchasing power.

That is why I think GQG Partners and Harvey Norman are worth a closer look. Both offer forecast yields above 8% in FY26 and FY27, based on consensus estimates.

Combined, I think they could help income investors fight inflation.

The post I'd buy these ASX income stocks to beat inflation appeared first on The Motley Fool Australia.

Rather than chasing high-risk growth, the right ASX dividend share will give you an income, some relative stability, and also potential for compounding growth.

Here are two reliable, high-yield ASX dividend shares that could be a great addition to any portfolio.

GQG Partners Inc (ASX: GQG)

GQG is a global boutique asset management company focused on active equity portfolios. It offers investment advisory and portfolio management services for pension funds, sovereign funds, wealth management companies, and individual investors across three continents.

Earlier this month, GQG reported a challenging quarter due to heightened market volatility and ongoing geopolitical risk. The company reported FUM of US$162.5 billion as at 31 March 2026. This included net outflows of US$8.6 billion for the quarter.

But GQG said its defensive investment positioning, favouring companies with stable earnings and strong fundamentals, helped all major strategies outperform benchmarks.

The funds management giant has historically paid four unfranked dividends per year to its shareholders, in March, June, September and December.

Most recently, GQG paid a final unfranked dividend of US$0.0357 to investors last month. Full-year dividends declared were US$0.1469 per share, a 7.5% increase from the previous year. At the time of writing, this translates to a dividend yield of around 12%.

The company is also expected to provide shareholders with a dividend yield of around 11% in FY26 and FY27.

IPH Ltd (ASX: IPH)

IPH provides intellectual property (IP) services through a network of global brands. The group operates across ten jurisdictions in 25 countries, including Australia, New Zealand, Southeast Asia, and the US, which makes it the largest IP services provider in the Asia-Pacific region. 

Its services cover everything from patent filing and trademarks to prosecution, portfolio management, and enforcement. 

The ASX dividend company has a long history of consistently generating a strong cash flow from its operations. For example, the company reported cash conversion of 101% in its first-half FY26 results.

It is this strong cash flow that has enabled the company to be an established and reliable dividend payer. The company has also been able to increase its dividend over time.

IPH pays two partially or fully-franked dividends a year, in March and September.

IPH paid an interim partially-franked dividend of 19 cents per share last month and is expected to pay fully-franked dividends of 38 cents per share in FY26. That translates to a dividend yield of around 11% at the time of writing.

IPH is expected to increase its dividend payment to 39 cents per share in FY27. This impliesa higher dividend yield of around 12%. 

The post 2 ASX dividend shares yielding 11% or even more appeared first on The Motley Fool Australia.

And in a perfect world, this is all that we would experience.

Unfortunately, the investing world isn't perfect and sometimes shares you own will cop a downgrade from brokers.

Two such ASX shares that have experienced exactly this from analysts at Morgans this week are named below. Let's see why the broker has just downgraded these shares:

GQG Partners Inc (ASX: GQG)

This fund manager released its quarterly update this month. While the broker sees a few positives from the update, the overall story remains somewhat negative with outflows continuing.

Combined with a poor investment performance, this has seen Morgans lower its medium-term earnings estimates for GQG Partners.

This has led to the broker downgrading GQG Partners' shares to an accumulate rating with a trimmed price target of $1.92. This implies potential upside of 13% for investors from current levels. It commented:

GQG has provided a March FUM update. Whilst GQG monthly outflows remained negative (-US$1.2bn), they did improve significantly on the February and January levels (-US$3.2bn and -US$4.2bn respectively), albeit it was a more difficult month for investment performance (-~US$9bn) – in line with market volatility. We lower our GQG FY26F/FY27F EPS by -5%-8% based on the reduced FUM levels detailed in the quarterly. Our PT is set at A$1.92 (previously A$2.03). We continue to see medium-term value in GQG, but with less upside to our PT we move from BUY to ACCUMULATE.

Mineral Resources Ltd (ASX: MIN)

Another ASX share that Morgans has downgraded this month is mining and mining services company Mineral Resources.

The broker made the move in response to negative weather impacts and higher cost assumptions due to inflation in shipping and fuel.

Morgans has cut its recommendation on Mineral Resources shares to an accumulate rating with a trimmed price target of $67.00. This implies potential upside of 14% for investors over the next 12 months. It commented:

We have updated our 2H26 forecasts to reflect weather impacts in 3Q26, which we expect to have a modest effect on Onslow iron ore shipments, alongside minor increases to cost and capex assumptions driven by inflation in shipping and fuel. We have also incorporated our revised LT iron ore price of US$85/t (previously US$80/t). Net these changes our target price moves to A$67ps (previously A$68ps) and we move to an ACCUMULATE rating (previously BUY) as recent share price strength has reduced valuation upside.

The post 2 ASX shares downgraded by Morgans this week appeared first on The Motley Fool Australia.