Here are two stocks that will give you exposure as Australia's median age rises.  

Regis Healthcare Ltd (ASX: REG)

Regis offers perhaps the most straightforward exposure to this demographic shift. One of Australia's largest healthcare providers, Regis delivers residential aged care, home care, day therapy, respite services, and retirement living to over 10,000 Australians.

Its share price hasn't seen massive growth of late, up around 2% over the last twelve months, but if you zoom out, there's more to the story. It is up over 200% in the last five years, reflecting sector recovery and improved operating conditions.

Its 1H26 reporting showcases its continued growth trajectory, with an 18% increase in service revenue, a 96% occupancy rate across its facilities, and a national expansion of 1,000 beds.

This growth is underpinned by a strong balance sheet and solid cash flows. And it seems to be positioning itself to realise the opportunity ahead, with ambitious plans for the coming years. It is targeting 10,000 quality beds by 2028, delivered through a mix of greenfield projects and acquisitions.

Of course, the aged care sector has seen its share of headwinds in recent times, and the regulatory environment will always present a risk.

The New Aged Care Act, which came into effect in July 2025, could change things for some incumbent residential care players. It's designed to keep more Australians living independently for longer with support at home, and it will take time to see whether it has achieved this aim. But because Regis plays in both home care and residential facilities, I think it's well placed to navigate any notable change in aged care trends. 

Is Regis Healthcare a buy right now?

For me, it's an attractive option right now with a share price that doesn't necessarily reflect its growth potential. If you're looking for stocks that give you exposure to this significant demographic shift, Regis is hard to go past.

Ramsay Health Care Ltd (ASX: RHC)

Ramsay is more of a generalist healthcare provider, operating more than 70 private hospitals across the country. Of course, demand for hospital services grows with an ageing population. But the areas that interest me most in this demographic shift are Ramsay's rehabilitation, allied care, and home-based care operations.

Its rehab at home program offers in-home support following hospitalisation for many common age-related conditions, including cardiac, joint replacements, and mobility/falls. Support includes allied health care, like physio and nursing, as well as at-home services such as meals and domestic help.

Currently, these programs only account for a small percentage of Ramsay's revenue, but I think this is an area that could have real growth momentum as the population ages.  

A condition requiring hospitalisation is a common trigger point for families considering aged care options for a loved one. And Ramsay's rehab, allied care, and at-home care services are well-positioned to help Australians stay independent at home for longer. By providing the hospital stay through to the rehab at home, Ramsay can service the market end-to-end.

Looking at its share price, Ramsay has seen a circa 22% uplift over the last 12 months. But the story is less positive if you zoom out, with a 33% decline over a 5-year period. This decline was likely driven by a number of factors, including squeezed margins, declining earnings per share, rising costs, and a slower-than-expected return to elective surgeries in the years following the COVID-19 pandemic.

Ramsay's current share price reflects a challenging period for the healthcare provider, but I think it is on the pathway to a full recovery. It's showing positive signs, with 1H26 reporting highlighting revenue growth of 9.3%, underlying EBITDA up 6.4%, and a 6.3% increase in the interim dividend to 42.5 cents per share.

Is Ramsay Healthcare a buy right now?

In my opinion, Ramsay is undervalued right now. As with Regis, regulatory risks remain. In addition, it is still working towards a full turnaround, but at the current share price, I believe there is attractive upside for investors if it can execute.

The post These ASX healthcare stocks are set to thrive as the population ages appeared first on The Motley Fool Australia.

For you to be entitled to a stock's next dividend, you must own it before its ex-dividend date.

Here are some of the ASX shares going ex-dividend next week.

ASX shares with ex-dividend dates next week

The post 32 ASX shares about to go ex-dividend appeared first on The Motley Fool Australia.

Shares in the residential aged care provider closed on Friday trading for $6.44. In early morning trade on Monday, shares are changing hands for $6.86 apiece, up 6.5%.

For some context, the ASX 300 is up 0.2% at this same time.

Here's why Regis Healthcare shares are outperforming today.

ASX 300 healthcare share jumps on revenue surge

Regis Healthcare shares are lifting off today following the release of the company's half-year earnings results (H1 FY 2026).

Notably, the ASX 300 healthcare share achieved an 18% year-on-year increase in its revenue from services to $667.7 million.

Management credited the revenue growth to higher AN-ACC (Australian National Aged Care Classification) pricing, improved occupancy, and the company's recent acquisitions of Ti Tree Operations, Rockpool, and OC Health. Those acquisitions added a combined eight homes and more than 1,000 beds to Regis Healthcare's national portfolio.

Earnings also lifted, with H1 FY 2026 underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) up 4% to $70.6 million.

And net operating cash flow surged 40% from H1 FY 2025 to $291.7 million. That big boost was driven by net refundable accommodation deposits (RADs) cash inflow of $178.5 million.

On the bottom line, the ASX 300 healthcare share reported underlying net profit after tax (NPAT) of $29.7 million, broadly in line with H1 FY 2025.

Statutory NPAT of $13.4 million was down 45% year on year, impacted by one-off costs that were mostly related to Regis' acquisitions over the six months.

As for passive income, the board declared a fully-franked interim dividend of 9 cents per share, up 11.1% from last year's interim payout (which was only 60% franked).

Regis Resources had net cash of $198 million as at 31 December, up 10% year on year.

What did management say?

Commenting on the results boosting the ASX 300 healthcare share today, Regis managing director and CEO Linda Mellors said:

Our half-year results demonstrate the resilience and momentum of the business as we continue to operate in a rapidly evolving operating environment. We remain focused on delivering high-quality care while advancing our growth strategy, supported by high occupancy and continued investment in our people and service offering…

Looking to what's ahead for Regis Healthcare shares, Mellors added:

We have successfully ramped up our Camberwell home in its first year, and we are progressing the greenfield pipeline with Toowong and Carlingford under construction.

At the same time, we continue to invest in strategic initiatives that support the long-term success of the business. With an active pipeline of M&A opportunities and nine greenfield development opportunities, Regis is well-positioned for continued growth.

The post Guess which ASX 300 healthcare share is storming higher on an 18% revenue boost appeared first on The Motley Fool Australia.

What did Regis Healthcare report?

• Revenue from services grew 18% to $667.7 million.
• Underlying EBITDA increased 4% to $70.6 million.
• Underlying NPAT edged up 0.1% to $29.7 million, while statutory NPAT fell to $13.4 million due to one-off costs.
• Net operating cash flow jumped 40% to $291.7 million.
• Interim dividend of 9.0 cents per share (100% franked), payable 9 April 2026.
• Net cash position improved 10% to $198.0 million.

What else do investors need to know?

Regis reported mature homes average occupancy of 96.0%, with total occupied bed days rising 7%. The company benefited from increased government funding, improved room pricing, and recent acquisitions, which expanded its national portfolio by over 1,000 beds.

Several one-off expenses, including $12.8 million in acquisition and integration costs, impacted statutory profits. Capital expenditure reached $102.1 million, focused on acquisitions, property upgrades, and progressing greenfield developments at Toowong and Carlingford.

Staff levels increased to meet mandated care targets, while staff turnover dropped to 20.2%. The acquisitions of Rockpool and OC Health have been integrated and are expected to contribute positively in future periods.

What did Regis Healthcare management say?

Managing Director and CEO Dr Linda Mellors said:

Our half-year results demonstrate the resilience and momentum of the business as we continue to operate in a rapidly evolving operating environment. We remain focused on delivering high-quality care while advancing our growth strategy, supported by high occupancy and continued investment in our people and service offering. Revenue growth was driven by higher AN-ACC pricing, improved occupancy, and the recent acquisitions of Ti Tree Operations Pty Ltd (Ti Tree), Rockpool and OC Health, collectively adding eight homes and over 1,000 beds to our national portfolio. We also delivered an exceptional cashflow result, driven by increased net RAD cash inflows, reinforcing the strength of our market position.

What's next for Regis Healthcare?

Regis is targeting growth to 10,000 quality beds by FY28, through a mix of greenfield projects and acquisitions. An active development pipeline is expected to add 300–450 beds from new builds by FY28, with the remainder from M&A.

The company expects continued benefits from aged care funding reforms and demographic shifts. It is guiding to FY26 underlying EBITDA in the range of $130 million to $135 million as it executes its growth strategy, supported by a strong balance sheet.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have risen 1%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

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In an ASX release, Regis confirmed that Dr Mellors will step down after more than six years in the role, having decided to pursue an opportunity outside the aged care sector. She will remain in her position during a six-month notice period while the board conducts an executive search and manages a transition of responsibilities.

While leadership changes can prompt short-term uncertainty, today's share price reaction also needs to be viewed in the context of a volatile year for Regis investors.

A strong year with a sharp reversal

On the surface, Regis shares are still up about 20% year to date, having started the year around $6. However, that headline gain masks a much bumpier journey.

Earlier in 2025, optimism around Regis shares, powered by sector reform and operational improvements, drove the Regis share price up as much as 53%, peaking at $9.22. That rally came to an abrupt end on 22 September, when the company released a funding update outlining the impact of changes to government aged care funding models.

At the time, Regis revealed that increases under the Australian National Aged Care Classification (AN-ACC) framework would fall well short of expectations, largely due to reweighting across resident classifications. The announcement triggered a sharp reassessment by the market, with the share price falling around 35% back to $6, effectively wiping out the year's gains.

Why today's news matters

Against that backdrop, the resignation of the CEO introduces another layer of uncertainty. Dr Mellors led Regis through major industry upheavals, including the Royal Commission into Aged Care, the COVID-19 pandemic, and the rollout of the new Aged Care Act. The board acknowledged her role in stabilising and transforming the business, noting that Regis remains in a strong financial and operational position.

However, investors appear cautious about leadership change at a time when the company is still adjusting to funding pressures and wage cost increases across the sector.

What's next for Regis?

An executive search is now underway, and the company has emphasised continuity during the transition period. For shareholders, attention will likely return to how Regis navigates government funding reforms, manages labour costs, and delivers on its FY26 earnings outlook.

For now, the market reaction suggests investors are taking a "wait and see" approach, wary after September's funding shock, but still recognising the longer-term recovery story remains intact.

The post Regis Healthcare shares down 2% as CEO resigns appeared first on The Motley Fool Australia.

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

Domino's Pizza Enterprises Ltd (ASX: DMP)

The Domino's share price is down almost 2% to $21.71. This may have been driven by a broker note out of Citi. According to the note, the broker has downgraded the pizza chain operator's shares to a sell rating with a $19.85 price target. The broker has concerns over the company's operations in France and Japan. And given recent share price strength, it feels the risk is to the downside now for investors.

HMC Capital Ltd (ASX: HMC)

The HMC Capital share price is down 3.5% to $3.83. This morning, this alternative investment company's shares were officially kicked out of the ASX 200 index following the quarterly rebalance. This means that certain index funds need to sell shares to reflect the changes. In addition, some fund managers have mandates that mean they can only invest in shares that are part of indices like the ASX 200 index. It is possible that they could be hitting the sell button and moving onto other options now the rebalance has taken place.

Regis Healthcare Ltd (ASX: REG)

The Regis Healthcare share price is down 2.5% to $7.14. Investors have been selling this aged care operator's shares following the surprise resignation of its CEO. Dr Linda Mellors has announced her resignation after more than six years in the role. The company revealed that Mellors has decided to pursue a career opportunity in an unrelated sector. She has a six month notice period to serve. Regis' chair, Graham Hodges, said: "Linda leaves the business in a strong financial and operating position and with a capable and experienced executive team. We wish her every success in the next chapter of her career."

WiseTech Global Ltd (ASX: WTC)

The WiseTech Global share price is down 4% to $67.29. On Friday, the logistics solutions technology company revealed that its founder, Richard White, has entered into a collar derivative transaction and related financing facility with Macquarie Group Ltd (ASX: MQG) in respect of 20 million WiseTech shares. This was the equivalent of 6% of its issued shares and had a market value of approximately $1.4 billion at Friday's close. The company notes that this may "be legally characterized for the purposes of section 707 of the Corporations Act as a sale."

The post Why Domino's, HMC Capital, Regis Healthcare, and WiseTech shares are falling today appeared first on The Motley Fool Australia.

What did Regis Healthcare report?

• Dr Linda Mellors has resigned as CEO and MD of Regis Healthcare after more than six years in the role.
• She will remain with the company during a six-month notice period to support a smooth transition.
• Regis has commenced an executive search to appoint a new CEO.
• Regis remains in a strong financial and operating position, according to the board.
• The company has recently navigated significant reforms, including the new Aged Care Act.

What else do investors need to know?

Dr Mellors' departure comes after a period marked by sector reforms, the Royal Commission into Aged Care, and the COVID-19 pandemic. During her tenure, Regis invested heavily to enhance service quality and strengthen its executive team. The board has highlighted these achievements and reassured investors of Regis' continued strong position.

The succession process is underway, with Dr Mellors set to remain active until a replacement is found. Regis' board has underlined its commitment to strong governance and ongoing growth through this transition.

What did Regis Healthcare management say?

Regis chairman Graham Hodges said:

On behalf of the Board, I want to thank Linda for her outstanding leadership and commitment to Regis and the aged care sector more broadly. During her tenure, Linda has guided the company through a period of significant transformation and growth, including through the Royal Commission into Aged Care, the COVID pandemic and the more recent reforms associated with the new Aged Care Act. Her leadership of Regis has delivered significant growth in the business together with important investments in people, processes, and systems to maintain our focus on high quality care. Linda leaves the business in a strong financial and operating position and with a capable and experienced executive team. We wish her every success in the next chapter of her career.

What's next for Regis Healthcare?

Regis will commence an executive search for its next CEO, aiming for a seamless leadership transition. The company has stated it remains focused on delivering quality care and driving operational improvements as the aged care sector continues to evolve.

With a strong financial footing and an experienced leadership team, Regis says it is well-placed to keep investing in service quality and adjusting to future industry reforms.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have increased 16%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

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The post Regis Healthcare CEO resignation: Leadership transition update appeared first on The Motley Fool Australia.

What did Regis Healthcare report?

• Sale of Ayr and Home Hill aged care homes totalling 156 operational beds
• Expected pre-tax gain on sale of around $25 million in FY26
• Transaction completion targeted by 1 March 2026, subject to conditions
• Recent acquisitions of Ocean Mist (Surf Coast) and Drysdale Grove (Bellarine Peninsula) finalised on 1 December 2025

What else do investors need to know?

The divestment supports Regis' strategy to optimise its national portfolio and recycle capital into high-demand, premium locations. Management intends to reinvest funds from the sale to strengthen its presence in areas where demand and growth opportunities are greatest.

Regis has also expanded in Victoria, having completed the acquisition of Ocean Mist and Drysdale Grove aged care homes. These recent acquisitions add capacity in established regions and support the company's growth plans.

What did Regis Healthcare management say?

Regis CEO and Managing Director Dr Linda Mellors commented:

The divestment aligns with Regis' strategy to optimise its national portfolio and recycle capital to support investment in high-demand, premium locations where we can deliver the greatest impact. We will work closely with Ozcare to ensure a smooth and respectful transition for residents, families, and staff, and to support continuity of care in Far North Queensland.

What's next for Regis Healthcare?

Looking ahead, Regis plans to focus on investing in premium, high-growth regions where it can provide long-term benefits for residents and shareholders. The capital unlocked from this sale will be used to support ongoing expansion in areas of highest demand.

The company aims to maintain a leading position in residential aged care while pursuing further growth opportunities through selective acquisitions and portfolio optimisation.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have risen 18%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has climbed 2% over the same period.

View Original Announcement

The post Regis Healthcare sells two QLD homes for $25 million gain appeared first on The Motley Fool Australia.

Shares in the residential aged care provider closed yesterday trading for $7.95. In morning trade on Thursday, shares are changing hands for $8.01 apiece, up 0.8%.

For some context, the ASX 300 is up 0.4% at this same time.

Here's what's catching investor interest today.

ASX 300 healthcare share lifts on divestment news

The Regis Healthcare share price is pushing higher after the company announced that it has entered into agreements with not for profit aged care and health services provider Ozcare to sell two residential aged care homes.

The two assets are located at Ayr and Home Hill, both in Far North Queensland. Together, the two aged care facilities have 156 operational beds.

The ASX 300 healthcare stock expects the sale to bring in a one-off pre-tax gain on sale of approximately $25 million. The company said this gain will be recognised in its FY 2026 financial results.

Regis Healthcare expects the transaction to be complete by 1 March, subject to customary conditions.

What did management say?

Commenting on the divestment that looks to be boosting the ASX 300 healthcare share today, Regis managing director and CEO Linda Mellors said, "The divestment aligns with Regis' strategy to optimise its national portfolio and recycle capital to support investment in high-demand, premium locations where we can deliver the greatest impact."

Mellors continued:

We will work closely with Ozcare to ensure a smooth and respectful transition for residents, families, and staff, and to support continuity of care in Far North Queensland.

Ozcare CEO Kevin Mercer added:

We are delighted to welcome Ayr and Home Hill into the Ozcare family. These homes have a strong reputation for delivering quality care and supporting their local communities, which aligns perfectly with our mission to provide compassionate, person-centred services.

This acquisition strengthens our presence in North Queensland and ensures continuity of care for residents, families, and staff. We look forward to building on the excellent foundations laid by Regis and continuing to enhance the wellbeing of those we serve.

What's been happening with the ASX 300 healthcare share?

With today's intraday increase factored in, Regis Health Care shares are up 33% in 2025.

The ASX 300 healthcare share hit an all-time closing high of $9.22 on 19 September.

Shares then crashed 26.3% the following trading day, 22 September.

That sell-off followed news that the Australian government's residential aged care funding boost of 4.7% was less than Regis had expected, which comes amid increased staffing costs.

The post Guess which ASX 300 healthcare share is lifting off on $25 million news appeared first on The Motley Fool Australia.

What did Regis Healthcare report in FY25?

• Revenue from services: $1,161.3 million, up 14.5% on the prior year
• Underlying EBITDA: $125.8 million, up 17.4%
• Underlying NPAT: $53.4 million, up 37.3%
• Net cash position: $192.5 million, up 196.6%
• Final dividend: 8.13 cents per share (70% franked); full-year dividend 16.22 cents per share (100% of NPAT)
• Mature homes average occupancy: 95.6%

What else do investors need to know?

Regis Healthcare continued to expand its national footprint, adding over 1,500 net beds in the past two years through acquisitions and new developments. The company finalised the purchase of four Rockpool homes (600 beds) in September 2025 and expects to complete the OC Health acquisition (two homes, 230 beds) in December, lifting its total beds to more than 8,400.

Greenfield growth remains a strategic focus, with construction underway at multiple sites and a pipeline of nine development locations nationally. Regis also improved key care outcomes, employee engagement, and worker safety, creating both operational and financial benefits.

What's next for Regis Healthcare?

Looking ahead, Regis Healthcare is maintaining its guidance for underlying FY26 EBITDA between $130 million and $135 million, expecting structural support from a growing and ageing population along with recent funding reforms. The company is targeting 10,000 beds by FY28, backed by a robust balance sheet and disciplined acquisition strategy.

Management expects sustained high occupancy and ongoing development activity. New government reforms, including the Aged Care Act and revised funding models, are anticipated to support longer-term earnings growth and margin improvements.

Regis Healthcare share price snapshot

Over the past 12 months, Regis Healthcare shares have risen 20%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 4% over the same period.

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The listed investment company (LIC), WAM Research Ltd (ASX: WAX), targets businesses that it sees as the most compelling, undervalued growth opportunities in the Australian market.

The investment strategy appears to have worked effectively, as the WAM Research portfolio has delivered an average annual return of 15.2% since July 2010, before fees, other expenses, and taxes. This has significantly outperformed the S&P/ASX All Ordinaries Accumulation Index (ASX: XAOA)'s return of 9.4% per annum.

While the two businesses that WAM has highlighted aren't two of the most well-known businesses on the ASX, they appear to have compelling futures. They are both businesses within the top 20 holdings of the WAM Research portfolio.

Let's take a look at them.

Autosports Group Ltd (ASX: ASG)

The fund manager described Autosports Group as a motor vehicle dealership operator and provider of automotive services, with a major focus on the luxury and prestige car segment.

WAM pointed out that the Autosports share price benefited in October from strategic merger and acquisition activity.

During last month, the business completed the acquisition of Mercedes-Benz Canberra and after that secured a prime Southport, Queensland site to develop a new flagship Mercedes-Benz facility.

The fund manager believes these two acquisitions signalled to the market that the ASX share is delivering on its strategic options of deepening collaboration with luxury brand manufacturers such as Mercedes-Benz and its growing capital city presence.

The investment team believe Autosports Group is set to benefit from continued efforts to expand its dealer footprint and an improving macroeconomic backdrop.

Regis Healthcare Ltd (ASX: REG)

The other ASX share that WAM highlighted was one of Australia's largest residential aged care providers. The fund manager said that the business operates a national network of facilities with a growing pipeline of developments.

In October, the Regis Healthcare share price benefited from acquisitions. On 23 October, it agreed to acquire two high-quality residential agreed care facilities on Victoria's Surf Coast and Bellarine Peninsula for approximately $45 million, funded from existing net cash. The gross price per bed is "well below" replacement value.

The acquisitions increase Regis Healthcare's capacity by 230 beds, supporting occupancy and profit margin outcomes, as well as strengthening the company's footprint in Victoria.

WAM concluded on the ASX share:

We believe Regis Healthcare is a discerning capital allocator with respects to its acquisition activity and that the company is poised to benefit from funding tailwinds and increasing demand for aged care service.

The post 2 ASX shares to buy with strong growth potential appeared first on The Motley Fool Australia.

What did Regis Healthcare report?

• Acquisition of Ocean Mist Aged Care (120 beds) in Torquay and Drysdale Grove Aged Care (110 beds) in Drysdale
• Total purchase price: $45 million, funded from existing net cash
• Transaction expected to complete on 1 December 2025
• Net cash balance at 30 September 2025 was $99 million
• Assumption of approximately $36 million in RAD liability
• Expected to be EPS accretive in FY26

What else do investors need to know?

Regis says both acquired homes have been built or refurbished within the last eight years, featuring 100% single ensuite rooms. The company highlighted that the gross price per bed is well below replacement value, and there's potential upside through higher occupancy and room pricing.

Regis will be integrating the new homes, aiming to achieve cost synergies in procurement and administration. The acquisition continues Regis' strategy of growing its presence in regional Victoria and beyond, supporting ongoing growth initiatives.

What did Regis Healthcare management say?

Regis Managing Director and CEO Dr Linda Mellors commented:

This acquisition strengthens our footprint in Victoria, extending our reach west of Melbourne into a rapidly growing regional area with increasing demand for aged care services. The acquisition brings two well-established, high-quality homes with a strong reputation for care into the Regis portfolio. We are excited to welcome residents, families, staff and the broader communities, and remain committed to ensuring a smooth and supportive transition. Upon completion, Regis will have added 13 homes and more than 1,700 beds through acquisition over the past two years. We continue to actively pursue further strategic acquisitions that deliver long-term value for shareholders.

What's next for Regis Healthcare?

The transaction is set to complete by 1 December 2025, subject to usual conditions. Management expects the deal to be earnings per share (EPS) accretive in FY26, with further value creation expected in following years.

Regis is actively pursuing other opportunities to expand its high-quality portfolio and deliver long-term value for shareholders, supported by a solid net cash position and continued demand for aged care services.

Regis Healthcare share price snapshot

Regis Healthcare shares have fallen approximately 3% over the past 12 months, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen around 10% over the same period. 

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The post Regis Healthcare snaps up two Victorian aged care homes in $45m deal appeared first on The Motley Fool Australia.

Regis Healthcare fell sharply amid a disappointing funding update and financial impact concerns.

Specifically, as reported by The Motley Fool's James Mickleboro, the company revealed it had reviewed changes announced by the Australian Government earlier this month to residential aged care funding. This includes adjustments to the Australian National Aged Care Classification (AN-ACC) model and an increase in the Hotelling Supplement.

Despite AN-ACC price increasing 4.7% from $282.44 to $295.64, management now expects just a 2.6% increase due to resident classification re-weighting.

The hotelling supplement will increase $6.55 to $22.15 per resident per day.

Consequently, Regis expects the entire hotelling supplement increase to be absorbed by higher staff costs related to the FWC case, annual wage review, and EBA changes.

Investors may be wondering whether the company has been oversold and presents an opportunity to buy in the dip.

Macquarie predicts material upside from here

After reviewing this news, Macquarie Group Ltd (ASX: MQG) weighed in. 

In a 22 September research note, "A few more greyhairs", the broker placed an outperform rating on the stock. 

Given these developments, the broker cut its price target 11% from $8.90 to $7.90. 

Given that Regis Healthcare shares have opened 5% lower this morning, this suggests around 25% upside from here, including dividends and capital gains.

Regis Healthcare currently offers a dividend yield of 2.39%. 

To reach this price target, Macquarie downgraded earnings per share (EPS) targets.

Earnings changes of -13%/-7%/-2% in FY26E/27E/28E reflect adjustments to operations assumptions with higher occupancy and higher hoteling supplement more than offset by lower government funding as a result of changes to AN-ACC resident classifications.

However, Macquarie remained optimistic about the long-term prospects of the business and industry, noting:

Despite softer near-term earnings due to lower than-expected AN-ACC, we continue to see the outlook for residential aged care as positive underpinned by favourable industry fundamentals (occupancy trends, taskforce funding Nov-25) with REG well-placed for additional acquisitions.

Regis Healthcare share price snapshot

Even after accounting for yesterday's share price decline, Regis Healthcare shares have beaten the S&P/ASX 200 Index (ASX: XJO) over the past year. Regis shares have gained 10%, compared to an 8% rise for the ASX 200 Index. 

Regis Healthcare shares have been a standout performer over a five-year period, rising more than 560%.

The post After crashing 27% yesterday, should investors buy Regis Healthcare shares in the dip? appeared first on The Motley Fool Australia.

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

4DMedical Ltd (ASX: 4DX)

The 4D Medical share price is down a further 11% to $1.48. This respiratory imaging technology company's shares have come under pressure in recent sessions amid profit taking from some investors. They have been selling shares after 4DMedical shares rocketed higher amid news that its ventilation-perfusion product, CT:VQ, has received U.S. Food and Drug Administration (FDA) 510(k) clearance. Despite the recent selling, the company's shares remain up 175% since this time last month.

New Hope Corporation Ltd (ASX: NHC)

The New Hope share price is down 5.5% to $3.96. This has been driven by the coal miner's shares going ex-dividend this morning. Earlier this month, New Hope released its full year results and declared a fully franked final dividend of 15 cents per share. This will be paid to eligible shareholders next month on 8 October.

Regis Healthcare Ltd (ASX: REG)

The Regis Healthcare share price is down 25% to $6.92. This morning, the aged care operator revealed that it has been busy reviewing the changes announced by the Australian Government earlier this month to residential aged care funding. Unfortunately, Regis Healthcare expects to be negatively impacted by the changes, highlighting that the funding changes do not sufficiently offset anticipated increases in staff cost. In light of this, management is guiding to underlying EBITDA in the range of $130 million to $135 million. This represents only modest growth of 3% to 7% on FY 2025's EBITDA.

Viva Energy Group Ltd (ASX: VEA)

The Viva Energy share price is down almost 9% to $1.80. This morning, this fuel retailer revealed that it is making changes to the leadership of the Convenience and Mobility (C&M) business. According to the release, current C&M CEO Jevan Bouzo has resigned and will leave the company at the end of the year after transitioning to new leadership. He led the acquisition of Coles Express, OTR Group, and Liberty Convenience. Viva Energy's CEO, Scott Wyatt, said: "Jevan's decision to resign comes after the critical consolidation and integration has been completed and with sufficient time to transition leadership to an interim CEO ahead of the busy trading period. He has agreed to support the business through to the end of the year while we commence a search for a new leader with deep retail experience."

The post Why 4DMedical, New Hope, Regis Healthcare, and Viva Energy shares are tumbling today appeared first on The Motley Fool Australia.

After hitting a record high last week, the ASX 300 share is now down a whopping 26% to $6.79.

Why is this ASX 300 share crashing?

Investors have been hitting the sell button today after the aged care operator released a disappointing update.

The ASX 300 share highlights that it has been reviewing the changes announced by the Australian Government earlier this month to residential aged care funding. This includes adjustments to the Australian National Aged Care Classification (AN-ACC) model and an increase in the Hotelling Supplement.

According to the release, the headline 4.7% increase to the AN-ACC industry starting price falls short of Regis' expected increase.

Based on analysis undertaken over the past week, the company expects these changes to result in receiving an AN-ACC funding increase of 2.6% from 1 October 2025. The funding gap arises mainly due to the reweighting of the National Weighted Activity Unit (NWAU) across various resident classifications. This has had the impact of reduced funding to several key resident classifications under the AN-ACC framework.

Unfortunately, a negative financial impact will occur as the AN-ACC funding changes do not sufficiently offset anticipated increases in staff costs arising from the 1 October 2025 Fair Work Commission's Work Value Case, the Annual Wage Review, and annual changes to direct care workers' wages under Enterprise Agreements.

Trading update

The ASX 300 share also released a trading update before the market open.

Its acquisition of the four Rockpool homes was successfully completed on 1 September 2025. And as at 18 September, Regis had a mature spot occupancy of 96.5%.

Furthermore, net RAD cash inflows are anticipated to remain strong throughout the year, underpinning operating cash flows and enabling continued investment in its growth initiatives.

However, due to the aforementioned funding changes, the company's earnings are only expected to grow modestly in FY 2026.

It has provided the market with guidance of underlying EBITDA in the range of $130 million to $135 million. This represents growth of 3% to 7% on FY 2025's EBITDA.

Despite today's sizeable pullback, Regis Healthcare's shares are still in positive territory on an annual basis.

Since this time last year, the company's shares have risen 10%. This is slightly ahead of the ASX 200 index, which is up 8% over the same period.

The post Guess which ASX 300 share is crashing 26% on Monday appeared first on The Motley Fool Australia.

This follows an impressive night on Wall Street with all three major United States indexes closing at record highs.

The benchmark S&P 500 Index (SP: .INX) rose 0.48% and reached another record closing value of 6,656.8 points.

The Dow Jones Industrial Average Index (DJX: .DJI) lifted 0.27% and also hit a new record close of 46,317.52 points.

The Nasdaq Composite Index (NASDAQ: .IXIC) had the best night, rising 0.94% to a record close of 22,540.93 points.

A US$5 billion deal between Nvidia and Intel Corp excited the US market, with the tech stocks rising 3.5% and 23%, respectively.

Nvidia announced it will invest US$5 billion into Intel, and the two rival companies will form a new product partnership.

Intel will design custom computer processing units (CPUs) for the chip maker.

Last night's new records follow the US Federal Reserve cutting interest rates for the first time since December 2024.

While this signals concerns about the US economy, every rate cut introduces new liquidity into the market as people go 'risk on'.

Wall Street's lead has provided a tailwind for ASX 200 tech shares today, with the sector up 1% at the time of writing.

Among the ASX tech sector's largest players, Life360 Inc (ASX: 360) is rising fastest, up 3.6% to $52.10 currently.

The share price of the popular family location app provider reached a new all-time high of $52.40 in earlier trading.

But tech shares are not the best performers among the 11 ASX 200 market sectors today.

ASX 200 healthcare shares are topping the charts with a 2.25% gain for the sector on Friday.

The healthcare sector heavyweights are all rising strongly.

At the time of writing, the CSL Ltd (ASX: CSL) share price is up 2.4% to $203.09.

Sigma Healthcare Ltd (ASX: SIG) shares are up 2.4% to $3.02.

Sector darling Pro Medicus Ltd (ASX: PME) is up 6.8% to $319.18 per share.

9 ASX 200 shares setting new records today

Here are the ASX 200 shares that have hit 52-week highs, or in some cases multi-year highs, today.

The post Life360 and Neuren Pharmaceuticals among 9 ASX 200 shares hitting multi-year highs appeared first on The Motley Fool Australia.

Being added to or removed from an S&P/ASX Index is a big deal as it dictates whether certain fund managers and exchange-traded funds (ETFs) that track the indices must buy or sell a stock.

Three stocks which Wilsons predicts are strong candidates to drop from the S&P/ASX 200 Index (ASX: XJO) in the next shuffle are uranium producer Boss Energy Ltd (ASX: BOE), chicken wholesaler Inghams Group Ltd (ASX: ING), and intellectual property services group IPH Ltd (ASX: IPH).

With only about 15% of the calculation period elapsed, we see likely index moves across the ASX50, ASX100 and ASX200. In the ASX200, Catalyst Metals Limited (ASX: CYL) has been named to fill Brickworks' M&A gap subject to scheme approval, and we expect Pantoro Gold Limited (ASX: PNR) to replace Gold Road Resources Limited (ASX: GOR) if its scheme meeting is approved. After those M&A substitutions, the likely additions to replace Boss Energy, Inghams and IPH are Resolute Mining Limited (ASX: RSG), Catapult Group Limited (ASX: CAT) and Regis Healthcare Limited (ASX: REG).

Wilsons says Domino's Pizza Enterprises Limited (ASX: DMP) is also at risk of dropping out, which could lead to the inclusion of Aussie Broadband Limited (ASX: ABB).

At this stage, we see Catapult Group and Regis Healthcare as only marginally priced for inclusion. With Catalyst now earmarked to replace Brickworks, we expect the market to price in Catapult's likely inclusion over the coming days. We do not believe Aussie Broadband's potential inclusion is being priced in and so we view this as an attractive asymmetric opportunity given its valuation discount to Superloop Limited (ASX: SLC). Aussie is also a key beneficiary of the September NBN changes, which could support the share price and help it begin screening for index inclusion.

The next changes to the indices are announced on December 5 and come into effect after market close on December 19.

The post How to play some likely ASX 200 Index moves for your gain appeared first on The Motley Fool Australia.

With the August reporting season done and dusted, scores of companies have ex-dividend dates next week.

If you're keen to buy any of these ASX shares while they are still trading cum dividend, time is running out!

To receive a stock's next dividend, you must buy or already own it before the ex-dividend day.

We provide a sample of the ASX shares going ex-dividend next week below.

35 ASX shares about to go ex-dividend

The post 35 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

For the year, the share price is 56.07% higher.

The Australian residential aged care operator's share price closed in the red on Wednesday, after falling 1.75% to $7.85. The drop followed its FY25 financial results announcement on Wednesday morning.

For context, the S&P/ASX 200 Index (ASX: XJO) and the S&P/ASX 200 Health Care Index (ASX: XHJ) are down 0.084% and 1.32%, respectively, at the time of writing.

Quick recap on Regis Healthcare's FY25 results

The ASX healthcare company posted a 15% year-on-year increase in its revenue for FY25, to $1.16 billion. Underlying EBITDA was also 17% higher over the year to $125.8 million. 

Underlying EBIT was 26% higher at $77.3 million, and underlying NPAT was 37% higher at $53.4 million.

The company revealed net cash of $192 million, which is 197% higher than in FY25.

The board revealed it would pay a final dividend of 8.13 cents per share (70% franked), bringing the total FY25 dividends to 16.22 cents per ordinary share. The dividends have a record date of 10 September and a payment date of 24 September.

Macquarie's take on the ASX healthcare stock

Following the announcement, Macquarie Group Ltd (ASX: MQG) wrote a note to investors revealing its latest stance on Regis Healthcare shares.

It confirmed its outperform rating and raised its target price to $8.90, up from $8.10 previously.

At the time of writing on Thursday morning, this represents a potential upside of 15.4% for investors over the next 12 months.

"Valuation: DCF-derived TP at A$8.90 (from A$8.10) capturing EPS changes, model roll-forward and higher cash flow as new beds are completed," the broker said in its note.

"Retain Outperform. We see the outlook for residential aged care as positive, underpinned by favourable industry fundamentals and improved government funding. In addition, we see balance-sheet capacity for additional acquisitions, further supporting earnings growth."

What else did Macquarie have to say?

The broker said that Regis Healthcare outperformed Macquarie's forecasts for FY25 with services revenue supported by mature home occupancy of 95.6% and government revenue per operating day bed (POBD) of +11%.

For FY26, Macquarie forecasts a service revenue of A$1.29 billion and underlying EBITDA of A$144 million, implying an EBITDA margin expansion of 30 basis points and an 11.1% increase.

"This reflects higher exit rates for government revenue per operating bed day/POBD (~A$334.5 in 4Q25 vs ~A$299.5 in 1Q25), partly offset by increased employee expenses following Work Value Case increases, higher minimum award wages and EBA increases."

The post One to watch: Macquarie tips double-digit returns for this ASX healthcare stock appeared first on The Motley Fool Australia.

Macquarie noted that in week three of reporting season, results for the June half continued to beat market expectations, with a 'net beat' of 6%. In earnings season to date, the net beat has been 7%, well ahead of this time last year (which was a 'net miss' of 2%).

The broker said that profit margins are still the main source of positive surprises, though sales have also been a small positive surprise too.

Macquarie noted that growth stocks and small industrial ASX stocks have delivered the most earnings beats, while defensive companies and small resource businesses tended to miss market expectations.

Analysts from the financial institution suggested that 'domestic cyclicals' were the key outperformers as they are delivering strong, positive free cash flow surprises and are benefiting from RBA rate cuts. However, 'global cyclicals' have been underperformers, affected by tariffs, foreign currency exchanges and geopolitical risks.

What about dividends?

The broker said that the dividend per share statistic has so far been about 20% better than expected, much stronger than what was expected with earnings per share (EPS), suggesting a higher dividend payout ratio.

The dividends may also suggest that management are more confident on the outlook, in contrast to their soft guidance.

Businesses like Brambles Ltd (ASX: BXB), Seek Ltd (ASX: SEK), Lottery Corporation Ltd (ASX: TLC), Lendlease Group (ASX: LLC) and Downer EDI Ltd (ASX: DOW) all delivered much stronger dividends. Businesses like JB Hi-Fi Ltd (ASX: JBH) and Super Retailer Group Ltd (ASX: SUL) also delivered special dividends.

Macquarie's view on the ASX stock market and some picks

Despite a few painful falls for some businesses, such as James Hardie (ASX: JHX), CSL Ltd (ASX: CSL) and Sonic Healthcare Ltd (ASX: SHL), the market has hit new highs each week.

Macquarie explained:

This is because the market is not being driven by earnings, but by liquidity and the expectation of further rate cuts… Banks benefited most from the post-result volatility, outperforming ~4% in Week 3. Investors had been rotating out of banks to stocks seen as offering more value. But as those recovery plays faltered the money went back into Banks as they are liquid and their results risk has passed.

There are a few ASX stocks that Macquarie favours, where there is positive momentum for those ASX stocks, with "positive recent earnings revisions, plus a relatively domestic focus compared to other names we might select."

It named aged care operators Regis Healthcare Ltd (ASX: REG), loan broker Australian Finance Group Ltd (ASX: AFG), airline Qantas Airways Ltd (ASX: QAN), and retailer Harvey Norman Holdings Ltd (ASX: HVN).

We'll see very soon if Macquarie is right on these businesses.

The post What are Macquarie's top ASX stock picks for the final week of earnings season? appeared first on The Motley Fool Australia.