To put it mildly, that's not ideal for shareholders. But, investing is a long-term endeavour and I think this is a great time to buy (more) Premier Investments shares.

'Premier Investments' is not exactly a household name, but many Australians have probably heard of one or more of its key businesses/assets.

It owns the pyjamas business Peter Alexander, the children's accessories business Smiggle, and a substantial stake in the coffee machine company Breville Group Ltd (ASX: BRG).

Why it's a good ASX dividend stock

Between 2011 and 2024, the business had a great track record of regularly increasing the payout, aside from the painful year of 2020, which impacted many ASX dividend stocks.

Premier Investments is a different business now, after divesting a number of its apparel businesses (like Just Jeans and Jay Jays) to Myer Holdings Ltd (ASX: MYR).

I think Premier Investments is a higher-quality company with more growth potential because Peter Alexander and Breville are a larger part of the Premier Investments pie.

In this new era for the business, I think the outlook is very positive for long-term earnings growth and good dividends.

The business paid an interim dividend of 45 cents per share in the FY26 half-year result. The projection on CMC Invest suggests that the business could pay an annual dividend per share of 76 cents.

At the time of writing, that translates into a potential grossed-up dividend yield of 8.3%, including franking credits. Plus, the projections on CMC Invest suggest the business could slightly increase its payout in FY27 and FY28 as well.

Why this is a good time to invest

The most obvious answer to why to invest now in the ASX dividend stock is because the Premier Investments share price is down heavily (more than 40%) – it's good to be greedy when the market is fearful, after all.

Discretionary retail can be a volatile sector, so investing during the difficult times can be a smart play because of how much better value we can get.

Secondly, it's good to focus on growing businesses. Peter Alexander and Breville are consistently growing revenue, while expanding their geographic reach. Peter Alexander added four new stores in the first half of FY26, while HY26 sales increased 4.9% year-over-year.

I'm also hopeful that the business can grow pleasingly in the UK (following the launch of a few stores in London), while also exploring "international wholesale opportunities with global best-in-class wholesale partners".

I think Peter Alexander is very capable of growing its profit margins in the coming years thanks to strengthening scale benefits. Smiggle is performing weakly, but I'd rather invest now rather than when/if it returns to solid growth.

Using the earnings forecast on CMC Invest, the Premier Investment share price is valued at less than 14x FY26's estimated earnings.

The post 1 ASX dividend stock down 43% I'd buy right now appeared first on The Motley Fool Australia.

Two of the three brokers we surveyed subsequently reduced their price targets for the company's shares, although all three still have a bullish outlook. More on that later.

Firstly, let's have a look at what was announced.

Profit under pressure

Premier last week announced that first-half revenue came in at $460.3 million, down 1.1%, while net profit was 13.1% lower at $101.7 million.

The company's wholly-owned brands, Peter Alexander and Smiggle, contributed $119.3 million in EBIT.

Premier also announced the appointment of Georgia Chewing as Managing Director of Smiggle, "following a comprehensive strategic review aimed at delivering sustainable global growth for the brand''.

The company said further:

The Board has reaffirmed a Premier Retail organisational structure aimed at providing clear accountability and oversight to support the current two brand structure. Judy Coomber (Managing Director – Peter Alexander) and Georgia Chewing (Managing Director – Smiggle) are outstanding retailers tasked by the Board to achieve significant growth targets set by the Board for both brands. Following a period of significant transformation, John Bryce will return to his core responsibilities as Premier Retail CFO with a relentless focus on cost controls and oversight and accountability for the proven 'best in class' logistics and services, supporting the two growth brands.

Premier Investments chair Solomon Lew said the past two and a half years had been a period of significant change for the business, and it was now set up for profitable growth.

He added:

Today, we have a leaner business. The Premier Investments Board is keen to see our brands operate with the speed and agility required to keep pace with consumer trends and spending volatility. The Board now looks toward the optimal organisational structure that supports the current 2-brand business of Premier Retail.

Shares looking cheap

Morgan Stanley's analyst team had a look at the results and lowered its 12-month price target on Premier Investments shares from $19.20 to $16.90, compared with $12.58 currently.

They said the first-half result was in line with guidance, with slight weakness in Peter Alexander sales "against high expectations''.

They added that the appointment of a Smiggle boss "adds greater certainty around the scope and timing of the strategic reset''.

The analysts at Jarden also reduced their price target on Premier Investments shares, from $16.90 to $15.50.

They said they believed Premier could stabilise the Smiggle business now that a leader was in place.

The Jarden team said that while headwinds were building for the business overall, in terms of rate hikes and petrol pricing, they had raised their earnings forecasts for the company due to "high management alignment''.

RBC Capital Markets, in a quick take published on the day the results were announced, said it had a price target of $13.90 on Premier Investments shares.  

Premier was valued at $2.05 billion at the close of trade on Thursday.

The post 3 brokers weigh in on how high Premier Investments shares could go appeared first on The Motley Fool Australia.

The S&P/ASX 200 Index (ASX: XJO) fell 0.74% yesterday, while the S&P/ASX 200 Financials Index (ASX: XFJ) fell just over 0.5%. 

However two struggling ASX financials stocks that bucked this trend were Zip Co Ltd (ASX: ZIP) and Premier Investments Ltd (ASX: PMV). 

This has come after significant falls over the last 12 months. 

Let's find out what happened. 

Zip Co Ltd (ASX: ZIP)

The ASX fintech company has endured a tough past year, particularly following the release of its half-year results last month which sent its share price down 34%.

It appeared that investors were concerned with modest profit projections. 

Its share price remains down more than 54% year to date. 

Yesterday however, the ASX financials stock enjoyed a nice rebound, rising 4.5%. 

While no price sensitive news was released, the company did release an announcement that Superannuation provider Australian Retirement Trust had become a substantial holder, buying 63,834,078 fully paid ordinary shares. 

Premier Investments Ltd (ASX: PMV)

It has also been a rough year for Premier Investments. 

The company owns the Just Group which oversees retail fashion brands Just Jeans, Jacqui E, Peter Alexander, Jay Jays, Portmans, and Dotti. Just Group also owns the specialty children's stationery brand Smiggle.

Its share price is down more than 40% in the last 12 months. 

However, yesterday it enjoyed a rebound of 5.68%. 

A contributing factor to this rise could be its 1H26 result, which was released last Friday. 

The company announced a fully franked interim dividend after skipping one last year. 

The updated dividend is 45 cents per share, which represents a yield over 3%. 

Premier Investments shares jumped 8% last Friday on the results, with investors continuing to buy the ASX financials stock on Monday. 

Is there upside for these ASX financials stocks?

It would appear that Monday's big jump could be a sign of more to come for these companies. 

After falling considerably over the last year, brokers now see these ASX financials stocks as attractive opportunities. 

UBS currently has a positive view on Premier Investments shares, with the broker because of its strong core ANZ Peter Alexander business and it's 25% stake in Breville Group Ltd (ASX: BRG). 

Meanwhile, Zip shares have also received positive outlooks from brokers on valuation grounds. 

Macquarie recently retained its buy rating and $3.35 price target on Zip shares. 

From yesterday's closing price of $1.51, that indicates a potential upside of roughly 120%. 

The post Are these battered ASX financials stocks finally bouncing back? appeared first on The Motley Fool Australia.

After initially plunging almost 2% this morning, the ASX 200 pared back those losses and ended up closing 0.74% lower today. That loss leaves the index at 8,365.9 points.

This coldwater start to the trading week for Australian investors comes after a tough end to the American trading week on Saturday morning (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) was hit hard, falling by a horrid 0.96%.

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was hit even harder, dropping 2.01%.

But let's get back to this week and the local markets now with a look at how the various ASX sectors handled today's trading conditions.

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

During this time, the ASX 200 share has lost almost 40% of its value.

While this is disappointing for shareholders, it could be a buying opportunity for the rest of us, according to Bell Potter.

What is the broker saying?

Bell Potter highlights that Premier Investments released its half-year results last week and delivered a result largely in line with expectations.

However, the main story from the result was the announcement of a strategy reset for the Smiggle brand. It explains:

Premier Investment's 1H26 result was largely in line the company guidance and market expectations at the Premier Retail EBIT (Pre-AASB 16 ex-Peter Alexander UK and other non-recurring items) level, however revenue a ~3% miss to Consensus/BPe. The FY26 guidance of $183m Retail EBIT was also in line with Consensus/BPe, but the interim dividend was a beat to Consensus/BPe while the trading update for the first 7 weeks of 1H26 commenced with the company noting a good momentum in the core brand, Peter Alexander (~70% of Premier Retail) ahead of the pcp.

The key announcement was the strategy reset undertaken in Smiggle to address the current poor performance in the brand with product repositioning into innovated new stock, speed to market and brand elevation planned in 2H26 (ongoing half), with the new and improved Smiggle division to return to positive growth (in decline since 1H24) by the end of 1H27. The cash and inventory position remained healthy coming ahead of BPe. The company also announced exploring of global wholesale partnerships for the Peter Alexander (PA) brand as the next leg of growth.

Big potential returns for this ASX 200 share

According to the note, the broker has retained its buy rating on this ASX 200 share with a trimmed price target of $18.00 (from $20.00).

Based on its current share price of $11.98, this implies potential upside of 50% for investors over the next 12 months.

But the returns don't stop there, according to Bell Potter. The broker is forecasting a very generous fully franked dividend yield of 7% over the period.

Commenting on its buy recommendation, the broker said:

Our PT is based on a SOTP with a 11x (prev. 13x) multiple for PA, 4x (prev. 5x) for Smiggle and a current market valuation for Breville Group (BRG). We view PMV as trading at a discount to our coverage, considering the Premier Retail division with two global roll-out worthy brands together with equity investments, land bank and cash position while retaining a strong balance sheet supportive of M&A. Our SOTP sees an attractive $1.8b EV for the key PA brand vs PMV's $1.9b market capitalization.

The post Why this ASX 200 share could be dirt cheap with a 7% dividend yield appeared first on The Motley Fool Australia.

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

ASX 200 expected to sink

The Australian share market looks set for a poor start to the week following declines on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 156 points or 1.85% lower. In the United States, the Dow Jones was down 0.95%, the S&P 500 dropped 1.5%, and the Nasdaq tumbled 2%.

Oil prices rise

It could be a good start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices charged higher again on Friday night. According to Bloomberg, the WTI crude oil price was up 2.8% to US$98.23 a barrel and the Brent crude oil price was up 3.25% to US$112.19 a barrel. Supply concerns continue to drive prices higher.

Buy JB Hi-Fi shares

Analysts at Bell Potter think investors should buy JB Hi-Fi Ltd (ASX: JBH) shares after they hit a 52-week low. According to the note, the broker has retained its buy rating on the retailer's shares with a $90.00 price target. This implies potential upside of 25% for investors over the next 12 months. It said: "The stock continues to trade at an 18-month low on a ~17x FY26e P/E (BPe), and we see valuation support considering the relative defensiveness and margin levers in the business model."

Gold price falls

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a subdued start to the week after the gold price fell again on Friday night. According to CNBC, the gold futures price was down 0.7% to US$4,609.6 an ounce. This was driven by concerns that interest rates could be heading higher. The precious metal lost almost 10% in value during the week.

Buy Premier Investments shares

Bell Potter is also tipping Premier Investments Ltd (ASX: PMV) shares as a buy this week. This morning, the broker has retained its buy rating on the Peter Alexander and Smiggle owner's shares with a trimmed price target of $18.00 (from $20.00). It said: "We view PMV as trading at a discount to our coverage, considering the Premier Retail division with two global roll-out worthy brands together with equity investments, land bank and cash position while retaining a strong balance sheet supportive of M&A. Our SOTP sees an attractive $1.8b EV for the key PA brand vs PMV's $1.9b market capitalization."

The post 5 things to watch on the ASX 200 on Monday 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:

Ampol Ltd (ASX: ALD)

The Ampol share price is up 1.5% to $33.52. Investors have been buying this fuel retailer's shares after releasing an update outlining changes to the Fuel Security Services Payment (FSSP) and on its fuel supply operations. The former has seen an increase in the collar from 6.4 cents per litre to 10.0 cents per litre. The company's CEO, Matt Halliday, said: "We welcome the adjustments made to the FSSP, which effectively increase the level at which payments under the scheme will commence. The important role Australian refineries play in supporting the resilience of our domestic fuel supply is being reinforced in the current global oil market environment. The amendments recognise the significant cost increases, and capital investment made, since the scheme began in 2021 and the importance of maintaining an economically viable domestic oil refining capability in Australia for the medium term by providing support when refiner margins do not cover the cost of production."

Atlantic Lithium Ltd (ASX: A11)

The Atlantic Lithium share price is up 11% to 35 cents. This morning, the lithium explorer announced the ratification of the mining lease of its flagship Ewoyaa Lithium Project by the Parliament of Ghana. It notes that this means the company can advance discussions relating to project funding and continue its progress towards a project final investment decision. Atlantic Lithium's CEO, Keith Muller, said: "We are delighted to have the full support of the Government as we work towards achieving first production of spodumene. Having already built itself to become a leading gold producer, Ghana has now taken a major step towards a new lithium future."

Brightstar Resources Ltd (ASX: BTR)

The Brightstar Resources share price is up 2% to 34.7 cents. This follows news that the gold developer has successfully completed its funding package. The company notes that this means it is now fully funded through to gold production at the Goldfields Project and the Sandstone Project final investment decision. Brightstar's managing director, Alex Rovira, commented: "We are delighted to have successfully executed on this funding package, particularly in the context of the challenging market conditions over the past weeks."

Premier Investments Ltd (ASX: PMV)

The Premier Investments share price is up almost 4% to $13.00. Investors have been buying the retailer's shares following the release of its half-year results. The company reported Premier Retail underlying EBIT of $119.3 million, which was in line with its guidance. This allowed the company's board to declare a fully franked interim dividend of 45 cents per share.

The post Why Ampol, Atlantic Lithium, Brightstar, and Premier Investments shares are rising today appeared first on The Motley Fool Australia.

At the time of writing, the retail conglomerate's shares are up 8% to $13.55.

This follows the release of its half-year results before the market open.

Premier Investments shares jump on results day

For the six months ended 24 January, the company reported a 0.5% decline in Premier Retail sales to $452.8 million. This reflects a 4.9% increase in Peter Alexander sales to $312.3 million, which was offset by a 10.7% decline in Smiggle sales to $140.5 million.

During the half, four new Peter Alexander stores were opened and four were either expanded or relocated with further investment in fit out and customer experience. Management notes that over 15 further opportunities have been identified for both new and larger format stores in existing markets to better showcase a wider product offering.

Smiggle sales were down partly due to an 8.7% reduction in store numbers to 282 stores as the brand continues its focus on operational efficiencies. Smiggle's wholesale channel delivered growth in first half driven by long term agreements in the Middle East and Indonesia.

To address this decline, following a major review, the company has "set a clear strategic objective to reclaim the 6-12 year core customer market through innovative product, marketing and visual merchandising, utilising Smiggle's existing multichannel formats to drive sustainable sales and profit growth."

First-half underlying Premier Retail EBIT came in at $119.3 million, which is largely in line with its guidance for "circa $120 million."

On the bottom line, net profit after tax was $101.7 million. This was slightly stronger than the $99.3 million that UBS was forecasting for the half.

This has allowed the company to declare a fully franked interim dividend after skipping one last year due to its demerger and capital return. It revealed a payout of 45 cents per share. Based on its last close price, this equates to a generous 3.6% dividend yield.

Management commentary

Commenting on the half, the company's chair, Solomon Lew, said:

Peter Alexander performed strongly again in 1H26 and continues to consolidate its position as the country's leading sleepwear and gifting brand. The Brand's priorities in the second half are driving further engagement from a loyal customer base and continuing local and global expansion of the brand footprint.

Smiggle maintains strong brand fundamentals and a well-established multi-channel footprint. The strategic review has quickly identified growth opportunities available to Smiggle and we will be working on product repositioning, simplification and brand elevation over the second half and beyond with a clear plan to bring this brand back to growth in FY27. We look forward to keeping our stakeholders updated on this.

Outlook

A strong second half is expected for the Peter Alexander brand, with its performance ahead of expectations after the first seven weeks.

And while Smiggle's struggles are expected to continue in the near term, a return to growth is expected in FY 2027.

In light of this, subject to current trading conditions continuing, the company expects Premier Retail FY 2026 Underlying EBIT to be around $183 million. This will be down from $195.4 million in FY 2025.

The post Premier Investments shares jump 8% on results and big interim dividend appeared first on The Motley Fool Australia.

What did Premier Investments report?

• Statutory NPAT: $101.7 million for 1H26
• Profit before tax (PBT, excl. significant items): $141.9 million, down 4.3% vs 1H25
• Premier Retail EBIT: $119.3 million with a margin of 26.4%
• Total group sales: $452.8 million (Peter Alexander: $312.3m, up 4.9%; Smiggle: $140.5m, down 10.7%)
• Gross margin: 66.9%
• Fully franked interim dividend: 45 cents per share

What else do investors need to know?

Premier's result was driven by steady growth from its Peter Alexander brand, while Smiggle sales declined as the company continued rationalising its store network. The board has reaffirmed a two-brand retail structure, with clear leadership now in place—Judy Coomber at Peter Alexander and newly appointed Georgia Chewing at Smiggle.

Premier has also made progress with its capital management initiatives, maintaining $360.1 million in cash and confirming a $100 million on-market share buyback announced in December 2025. The company's strong balance sheet positions it well to pursue further growth and manage ongoing volatility in the retail environment.

What did Premier Investments management say?

Chairman Solomon Lew said:

Today, we have a leaner business. The Premier Investments Board is keen to see our brands operate with the speed and agility required to keep pace with consumer trends and spending volatility… In Judy Coomber (Managing Director – Peter Alexander), Georgia Chewing (Managing Director – Smiggle) and John Bryce (Premier Retail CFO) we have proven retailers to drive the business forward.

What's next for Premier Investments?

Looking forward, Premier Investments expects continued strong performance from Peter Alexander, with the first seven weeks of 2H26 already tracking ahead of the previous half's growth rate. The company will focus on expanding the Peter Alexander brand locally and internationally, including potential new store formats and wholesale partnerships.

For Smiggle, 2H26 will be a transition period focused on product innovation and repositioning the brand to its core customer group of 6-12 year olds. Management is targeting a return to growth for Smiggle in 1H27, supported by refreshed leadership and strategy.

Premier Investments share price snapshot

Over the past 12 months, Premier Investments shares have declined 40%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Premier Investments posts $101.7m half-year profit and lifts dividend appeared first on The Motley Fool Australia.

Will the market be able to bounce back from this on Friday and end the week on a high? Here are five things to watch:

ASX 200 expected to edge lower

The Australian share market looks set to edge lower on Friday following a relatively poor night in the United States. According to the latest SPI futures, the ASX 200 is expected to open 1 point lower this morning. In late trade on Wall Street, the Dow Jones is down 0.45%, the S&P 500 is down 0.3% and the Nasdaq is down 0.3%.

Oil prices fall

It could be a subdued finish to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices fell overnight. According to Bloomberg, the WTI crude oil price is down 1.9% to US$94.52 a barrel and the Brent crude oil price is down 0.8% to US$106.53 a barrel. Oil prices fell after Israel revealed plans to help reopen the Strait of Hormuz.

Premier Investments results

Premier Investments Ltd (ASX: PMV) shares will be on watch today when the retailer releases its half-year results. The team at UBS believes the Smiggle and Peter Alexander owner will report Premier Retail sales of $460 million and net profit after tax of $99.3 million for the half. This is expected to be driven largely by a strong performance from the Peter Alexander brand, offsetting a weak performance from Smiggle.

Gold price sinks

ASX 200 gold shares Evolution Mining Ltd (ASX: EVN) and Newmont Corporation (ASX: NEM) could have a poor finish to the week after the gold price sank overnight. According to CNBC, the gold futures price is down 5.15% to US$4,642.8 an ounce. Inflation and higher interest rate concerns weighed on the precious metal.

Buy Propel shares

Propel Funeral Partners Ltd (ASX: PFP) shares could be in the buy zone according to Bell Potter. This morning, the broker has reaffirmed its buy rating with a trimmed price target of $5.00. It said: "Within the underlying business, we see relatively less challenging comps in 2H26 as PFP cycles organic volume declines (particularly in Feb-Apr), while we expect the demographic tailwinds from an ageing baby boomer population to be a sizable catalyst from 2026 onwards. We see the trading update in May as a potential catalyst. We also view the freehold property portfolio valued at cost less depreciation of ~$246m as a strong hedge to the net gearing level of 2.3x."

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

They offer the potential for regular income while also providing exposure to businesses that can grow over time. The key is to focus on companies with reliable earnings, sustainable payouts, and supportive industry conditions.

With that in mind, here are three ASX dividend stocks that could be worth considering.

Charter Hall Retail REIT (ASX: CQR)

The first dividend stock to consider is Charter Hall Retail REIT.

This property trust owns a portfolio of convenience-based retail centres, typically anchored by supermarkets and essential service providers. These locations tend to attract consistent foot traffic, which supports stable rental income.

Rather than relying on discretionary spending, the trust benefits from everyday consumer activity. This makes its income stream more resilient compared to traditional retail landlords.

Macquarie is positive on the company and recently put an outperform rating and $4.15 price target on its shares.

As for income, the broker expects dividends per share of 25.5 cents in FY 2026 and then 25.4 cents in FY 2027. Based on its current share price of $3.96, this would mean dividend yields of approximately 6.4% for both years.

Harvey Norman Holdings Ltd (ASX: HVN)

Another ASX dividend stock that could be worth a look is Harvey Norman.

Unlike many retailers, Harvey Norman operates a unique franchise model that generates income through both retail sales and property ownership. This dual structure gives it multiple earnings streams and can help support its dividend payments.

While retail conditions can fluctuate, Harvey Norman has shown an ability to remain profitable across cycles, supported by its brand recognition and broad product offering.

Macquarie is also positive on this one and earlier this month put an outperform rating and $6.60 price target on its shares.

With respect to dividends, Macquarie expects Harvey Norman to reward shareholders with fully franked payouts of 27.8 cents per share in FY 2026 and 31.2 cents per share in FY 2027. Based on its current share price of $5.23, this would mean dividend yields of 5.3% and 6%, respectively.

Premier Investments Ltd (ASX: PMV)

A third ASX dividend stock to consider is Premier Investments.

This company owns the Smiggle and Peter Alexander brands, which have built strong customer followings both in Australia and internationally.

It also holds a significant investment in Breville Group Ltd (ASX: BRG), which adds another layer of value and income potential to the group.

UBS is bullish on the company. Last week, it put a buy rating and $18.00 price target on its shares.

As for income, the broker is forecasting fully franked dividends of 58 cents per share in FY 2026 and then 64 cents per share in FY 2027. Based on its current share price of $12.79, this equates to dividend yields of 4.5% and 5%, respectively.

The post Where to invest $20,000 for dividend income on the ASX appeared first on The Motley Fool Australia.

After a brief dip into negative territory this morning, the ASX 200 spent the rest of the day in the green, closing up 0.31%. That leaves the index at 8,640.6 points.

The optimism that we saw on the local markets this Wednesday followed a similarly optimistic morning on the American markets.

The Dow Jones Industrial Average Index (DJX: .DJI) fared decently, gaining a timid 0.1%

The tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was more decisive though, rising 0.47%.

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

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

Share price declines give us the chance to buy certain companies at much cheaper valuations. These are the same businesses as last year, but the market has decided they are worth less than they were.

When an expert calls a business a buy, that's interesting. When numerous analysts call a company a buy then that's a very compelling signal to investors.

Let's look at two well-liked ideas.

Collins Foods Ltd (ASX: CKF)

Collins Foods is a large operator of KFC restaurants in Australia and Europe.

According to the Commsec collation of analysts, there are currently 10 buy ratings on the ASX share. One of the brokers that rates the business as a buy is UBS, with a price target of $13.50.

Collins Foods recently gave a trading update and announced an acquisition.

UBS noted that the ASX share is buying eight KFC restaurants in Bavaria (centred around Munich) and this delivers a 50% increase to its German network.

Additionally, its German development plan has been expanded, with a target of between 45 to 90 greenfield (new) restaurants over the next four years, which is expected to add between 3% to 7% more earnings per share (EPS) than the previous growth target range.

In terms of the trading update, in the second half of FY26 to date, Collins Foods said that Australian total sales were up 6.2%, German total sales were up 9.1% and the Netherlands total sales were up 4.1%.

Each country's like for like (LFL) sales growth was stronger than expected, according to the broker. Excitingly, UBS is expecting Collins Foods to increase its EPS at a compound annual growth rate (CAGR) between FY27 and FY30.

It's only trading at 19x FY26's estimated earnings, according to UBS' estimates.

Premier Investments Ltd (ASX: PMV)

Premier Investments is the owner of Peter Alexander and Smiggle. It also owns a substantial minority stake of Breville Group Ltd (ASX: BRG).

According to the Commsec collation of analyst opinions, there are currently 11 buy ratings on the business. One of the brokers that rates Premier Investments as a buy is UBS.

The broker notes that Premier Investments is going to hand in its FY26 half-year result at the end of this week.

UBS noted that the business has provided guidance for the FY26 first half result of underlying profit of $120 million, which the broker is also estimating for the company. The broker is also forecasting net profit of $99.3 million, EPS of 62.1 ents and a dividend per share of 40.4 cents.

The broker has a buy rating on the ASX share because of its strong core ANZ Peter Alexander business and the extent that the Breville shares are "underappreciated within its valuation", which makes the risk/reward attractive despite Smiggle being challenged and the start-up losses in Peter Alexander UK.

In ANZ, Peter Alexander has expanded its total addressable market (TAM) with its offer extending to men, kids, plus-size and accessories. UBS thinks the business is justified to invest in expanding the store network and refurbishing existing stores.

Based on UBS' estimate, the Premier Investments share price is valued at 14x FY26's estimated earnings.

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

That was the case on Monday, when a spike in oil prices triggered a broad pullback across the market. Oil surged roughly 20% in a single day, which rattled investor sentiment and pushed a number of ASX shares lower.

During these kinds of selloffs, even quality businesses can get caught in the downdraft. Several well-known shares hit 52-week lows as investors rushed to reduce risk.

Rather than seeing that as a warning sign, I think these moments are a chance to look for value. 

Here are three cheap ASX shares that look particularly interesting to me after the recent weakness.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine Estates has been under pressure for quite some time, and the latest market selloff pushed its shares to a fresh 52-week low.

The global wine producer has faced a number of challenges over the past couple of years, including changing demand patterns in key markets and ongoing portfolio adjustments. But despite those headwinds, Treasury Wine still owns some of the most recognisable premium wine brands in the industry.

Brands like Penfolds give the company strong pricing power and a position in the premium segment of the wine market. That premiumisation strategy has been a core focus for management and remains a key driver of long-term value.

With the share price now well below previous highs, I think the market may be underestimating the long-term potential of the business.

Premier Investments Ltd (ASX: PMV)

Premier Investments is another company that hit a 52-week low during Monday's selloff.

The retail group owns Smiggle and Peter Alexander, both of which have built strong customer followings over many years.

Retail stocks often experience volatility when investors become concerned about consumer spending or economic conditions. However, Premier Investments has historically proven to be a disciplined operator with a strong balance sheet and a track record of returning capital to shareholders.

The company has also demonstrated an ability to grow its brands both in Australia and internationally, which provides additional avenues for expansion over time.

At current levels, I think the market is mis-pricing this ASX share.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure is another high-quality ASX share that has fallen to a 52-week low and looks cheap to me.

The gaming technology company has long been one of the ASX's standout global growth stories. Its slot machine business continues to generate strong cash flow, while its digital gaming division provides exposure to the fast-growing mobile gaming market.

More recently, the company has also been investing heavily in real-money gaming opportunities, which could represent another growth avenue in the years ahead.

While concerns around industry competition and broader market volatility have weighed on the share price, I still see Aristocrat as a business with strong intellectual property, global scale, and a proven ability to grow earnings over time.

Foolish takeaway

Market selloffs can be uncomfortable, but they often create opportunities for investors willing to take a long-term view.

Treasury Wine Estates, Premier Investments, and Aristocrat Leisure are three companies that have recently fallen to 52-week lows despite owning strong brands and well-established business models.

If their long-term growth stories continue to play out, the current share price weakness could look like an opportunity in hindsight.

The post Why I think these cheap ASX shares could be strong buys appeared first on The Motley Fool Australia.

They have recently been recommended as buys by brokers in March. Here's why they could be top picks for income investors with $3,000 to put to work in the share market:

Cedar Woods Properties Limited (ASX: CWP)

Bell Potter thinks Cedar Woods could be an ASX dividend stock to buy this month.

It is one of Australia's leading property companies, owning a high-quality portfolio that is diversified by geography, price point, and product type. The broker believes that this leaves it well-positioned to be a big winner from Australia's chronic housing shortage.

Bell Potter expects this to support dividends per share of 39 cents in FY 2026 and then 41 cents in FY 2027. Based on its current share price of $8.73, this equates to 4.5% and 4.7% dividend yields, respectively.

The broker has a buy rating and $10.20 price target on its shares.

Premier Investments Ltd (ASX: PMV)

Another ASX dividend stock to consider for income is Premier Investments.

It is the owner of popular retail brands Smiggle and Peter Alexander, as well as a sizeable stake in appliance manufacturer Breville Group Ltd (ASX: BRG). These assets are consistently generating strong free cash flow, which is usually returned to shareholders in the form of dividends.

Macquarie is positive on this one, especially given its belief that the Peter Alexander brand is being significantly undervalued.

As for income, it expects fully franked dividends of 79 cents per share in FY 2026 and then 90.3 cents per share in FY 2027. Based on its current share price of $12.87, this equates to dividend yields of 6.1% and 7%, respectively.

The broker currently has an outperform rating and $16.20 price target on the shares.

Sonic Healthcare Ltd (ASX: SHL)

A final ASX dividend stock to consider according to analysts is Sonic Healthcare.

It is a global medical diagnostics company, operating laboratories and collection centres across Australia, Europe, and the United States. Its services are tied to healthcare demand rather than economic cycles, which can provide a degree of earnings resilience.

Macquarie is also positive on this one and is recommending Sonic Healthcare to clients.

The broker recently put an outperform rating and $27.50 price target on its shares.

In terms of income, Macquarie is forecasting partially franked dividends of 104 cents per share in FY 2026 and 100 cents per share in FY 2027. Based on the current share price of $23.01, this implies dividend yields of 4.5% and 4.35%, respectively.

The post 3 ASX dividend stocks to buy with $3,000 in March appeared first on The Motley Fool Australia.

Australia's benchmark index fell 1.34%. 

Despite this, it remains up a healthy 11% across the last 12 months. 

After yesterday's tough day of trading, three notable names now sitting close to 52-week lows. 

Here's what experts have been saying about the likelihood of a bounce back. 

Guzman y Gomez Ltd (ASX: GYG)

Investor sentiment on GYG shares has continued to sour in the last 12 months, with its share price falling more than 45%. 

Yesterday, the ASX 200 stock appeared in the most shorted shares list, reinforcing that investors are not optimistic on a bounce back. 

The stock endured heavy sell-offs during February as investors were disappointed with the company's half-year results.

Major talking points for the company centre around the viability of its US expansion, which some believe faces headwinds. 

On the flip side, there are brokers who seem to believe its share price has now fallen too far. 

Macquarie has a current share price target on the ASX 200 stock of $27.30. 

The broker is more focussed on Australian success in the long-term. 

Meanwhile, UBS has a more modest view, along with a price target of $21. 

From yesterday's closing price of $18.74, these targets indicate an upside between 12% and 45%. 

Premier Investments Ltd (ASX: PMV)

Premier Investments is an Australian company that owns and operates speciality retail brands, consumer products, and wholesale businesses.

Its share price has tumbled 43% over the last year to sit close to a 12-month low. 

While there's no guarantee it bounces back, investors may be interested in the ASX 200 stock for its healthy dividend. 

Brokers are expecting a yield of close to 6% in 2026.

Macquarie also believes the stock could recover to $16.20, which is 23% higher than yesterday's closing price. 

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure is an Australian gaming technology company licensed in around 340 gaming jurisdictions in more than 100 countries.

Its share price is down 37.27% in the last year and sits close to 52-week lows. 

The last price sensitive news out of the company came at its February AGM, which did little to boost investor confidence. 

The ASX 200 stock has fallen more than 8% since that time. 

For those hoping the company can bounce back, Bell Potter currently sees as much as 50% upside for the stock. 

The broker said it expects leading R&D investment will drive market share gains. 

The post These ASX 200 stocks are trading close to 52 week lows: Is it time to buy low? appeared first on The Motley Fool Australia.

But while term deposits may offer more than they did a few years ago, there are still ASX shares providing attractive forward yields, with the added benefit of potential capital growth.

Based on broker forecasts, the following four shares combined offer an average forward dividend yield of around 6%. Here's what analysts are saying about them:

APA Group (ASX: APA)

The first ASX share to consider is APA Group. It owns and operates a portfolio of gas pipelines, storage facilities, and energy infrastructure assets across Australia. These assets are typically backed by long-term contracts, providing visible cash flow and supporting reliable distributions.

Macquarie is positive on the company and currently has an outperform rating and $9.23 price target on its shares. As for income, the broker is forecasting a dividend yield of approximately 6.4% in FY 2026.

Aurizon Holdings Ltd (ASX: AZJ)

Another ASX share worth considering for dividends is Aurizon. It operates one of Australia's largest rail freight networks, transporting bulk commodities such as coal across key export corridors. While volumes can fluctuate, much of the company's revenue is underpinned by long-term take-or-pay contracts.

Macquarie is also positive on this one. The broker recently put an outperform rating on Aurizon's shares with a $3.77 price target.

With respect to dividends, the broker is expecting the company's shares to deliver a yield of around 5.4% in FY 2026.

Dexus Industria REIT (ASX: DXI)

For investors wanting property exposure, the Dexus Industria REIT could be worth a closer look according to analysts. It focuses on industrial assets, including warehouses and logistics facilities, which continue to benefit from structural trends such as ecommerce and supply chain optimisation.

Bell Potter is feeling positive about the company's outlook. It recently put a buy rating and $3.00 price target on the ASX share.

As for that all-important income, the broker is forecasting a dividend yield of approximately 6.6% in FY 2026, making it one of the higher-yielding names in this group.

Premier Investments Ltd (ASX: PMV)

The final ASX share to consider for income is Premier Investments. It is the owner of popular retail brands Smiggle and Peter Alexander, as well as a stake in Breville Group Ltd (ASX: BRG). These assets are consistently generating strong free cash flow, which is usually returned to shareholders in the form of dividends.

Macquarie is also positive on this one. It currently has an outperform rating and $16.20 price target on the shares.

As for income, the broker expects a fully franked dividend yield of approximately 5.8% in FY 2026.

The post 4 ASX shares to consider buying with an average dividend yield of 6% 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.

But which ASX dividend stocks could be buys right now? Let's take a look at three high-yield options that could be worth considering this month:

Accent Group Ltd (ASX: AX1)

The first ASX dividend stock that could be a buy for income investors is Accent Group.

It operates a portfolio of footwear brands across Australia and New Zealand, including Platypus, Skechers, and Hype.

As a discretionary retailer, it has felt the impact of cost-of-living pressures, which has weighed on earnings and investor sentiment. However, the business remains well managed, with a focus on inventory discipline, brand partnerships, and private-label growth. These factors help protect margins through tougher trading conditions.

While dividends may fluctuate in the near term, Accent Group has a track record of returning capital to shareholders when conditions allow. If consumer spending normalises over time, there is potential for both earnings and dividends to recover.

Accent's shares are expected to provide dividend yields of ~6% and 8% in FY 2026 and FY 2027, respectively.

IPH Ltd (ASX: IPH)

IPH is another ASX dividend stock that could be a buy this month.

It provides intellectual property services such as patent and trademark filings across Australia, Asia, and North America. Its earnings are linked to long-term innovation trends rather than short-term economic cycles, although activity can slow during periods of uncertainty.

Recent softness in filing volumes has weighed on its share price, but the business continues to generate strong cash flows.

In light of this, the market is expecting fully franked dividend yields greater than 10% in both FY 2026 and FY 2027.

Premier Investments Ltd (ASX: PMV)

A third ASX dividend stock that could be a buy is Premier Investments.

It owns brands such as Smiggle and Peter Alexander and also holds a significant investment portfolio. Like other retailers, it has faced a tougher consumer environment, which has dampened near-term earnings expectations.

Despite this, Premier Investments has historically maintained a strong balance sheet and has shown a willingness to return excess capital to shareholders. In addition, its exposure to both retail operations and investments provides flexibility across the cycle.

If consumer confidence improves, Premier Investments has the operating leverage to deliver a rebound in profits and dividends.

In the meantime, the company's shares are expected to provide ~6% and 6.6% dividend yields this year and next.

The post Meet the ASX dividend stocks offering massive 6% to 10% yields appeared first on The Motley Fool Australia.

The ASX is hovering near record highs, headlines are generally positive, and on the surface it looks like most of the easy money has already been made. Historically, those conditions haven't been great for finding value in ASX dividend-paying shares.

But dig a little deeper and a very different story emerges.

Across the market, a number of established Aussie income stocks are trading much closer to their lows than their highs. In many cases, this has less to do with permanent damage and more to do with temporary pressure on earnings and dividends. For patient investors, that combination can be powerful.

What's happening?

Over the past couple of years, higher interest rates and cost-of-living pressures have had a major impact on the economy.

Some consumer-facing businesses have seen softer demand. In response, dividend expectations have been trimmed, growth has slowed, and share prices have been marked down accordingly.

This has pushed parts of the income universe into an uncomfortable spot.

Short-term pain

Income investing is not just about the next dividend check. It is about earning power over a full cycle.

Businesses like Accent Group Ltd (ASX: AX1) and Premier Investments Ltd (ASX: PMV) are good examples. Both operate in discretionary retail, which is one of the first areas to feel pressure when households tighten their belts. That pressure flows through to earnings and, ultimately, dividends.

But retail cycles are rarely permanent. When consumer confidence improves, these businesses can see earnings recover quickly. Importantly, dividends often rebound faster than share prices, because the income stream resets to reflect improved trading conditions.

For investors willing to look past the next year, buying during the trough of a cycle can significantly lift long-term income returns.

What else?

Some weakness can be cyclical.

Companies such as IPH Ltd (ASX: IPH) and CAR Group Limited (ASX: CAR) are facing cyclical headwinds in their respective markets.

Yet both businesses remain highly cash generative. Their current challenges appear cyclical rather than structural. When conditions normalise, their capacity to pay and grow dividends could improve meaningfully.

Foolish takeaway

This does not feel like an obvious income opportunity, but it could be.

When dividends are growing smoothly and sentiment is positive, income shares tend to be fully priced. When payouts are under pressure and confidence is low, valuations can become far more interesting.

For investors with patience, today's environment could represent a rare chance to load up on quality Aussie income shares while expectations are subdued. If trading conditions improve over the next few years, the combination of recovering dividends and rising share prices could prove very rewarding.

The post Aussie income stocks: A once-in-a-decade chance to get richer? appeared first on The Motley Fool Australia.