I've had a look through recent broker reports and selected three major Australian companies that are paying a dividend yield of at least 5% and are forecast to do so in the coming years.

Let's have a look at the companies that made the grade.

Amcor Plc (ASX: AMC)

Broker Morgans has this week issued a new research report on Amcor, tipping the company's shares will increase to $65.40 over the next 12 months, up from $57.99 currently.

The Morgans team said since Amcor's merger with Berry in April 2025, it had identified a range of non-core businesses, which are expected to be sold off over time.

Morgans has estimated, conservatively, that these businesses are worth about US$1.8 billion, and to date, Amcor has sold off six businesses for about US$500 million.

On the business more broadly, Morgans said Amcor is a "highly defensive" business with a leading market position and an experienced management team.

They added:

We expect the combination with Berry, along with potential divestments of non-core, lower-quality assets, to enhance AMC's growth outlook and strengthen its balance sheet over the medium term. While execution of synergy targets will be key, AMC has a strong track record of integrating large scale transactions.

Morgans has forecast Amcor will pay a dividend yield of 6.3% this year, rising to 6.6% by FY28.

Regal Partners Ltd (ASX: RPL)

As well as forecasting a strong dividend yield, Bell Potter has a bullish share price target of $4.70 for Regal Partners, compared to its current price of $2.92.

Regal Partners is an alternative investment manager with eight primary brands, the broker said.

Bell Potter said:

The Group controls $21bn in funds under management. We see further growth, driven by positive net inflows, investment performance, acquisitions and exposure to secular asset classes. This is supported by an aspirational blueprint to double offshore client capital. Successful execution, in our view, provides a pathway to teens growth over the medium term, enhanced through operating leverage.

As well as having the potential for strong capital returns, Bell Potter said Regal Partners was expected to pay a dividend yield of 6.2% this year, with that increasing to 7.6% by 2028.

Metcash Ltd (ASX: MTS)

This grocery company reported its FY26 results this week, which came in line with guidance.

The team at Macquarie said the update on the first seven weeks of the company's current trading year was mixed, with food below consensus but hardware ahead.

Macquarie maintained its neutral rating on the stock, with a price target of $3.20 compared to $3.01 currently.

The Macquarie team said:

Management is executing well against its strategic priorities. However, broader conditions suggest a mixed outlook. In particular, supplier inflation implies difficulty in maintaining the "IGA Price Gap" and conditions likely to weaken in Hardware due to lower housing turnover.

The company's dividend yield for 2026 was 5.8%, and this was expected to dip to 5.4% next year, then rise to 5.9% by FY 2029.  

The post 3 companies to own for a dividend yield above 5% appeared first on The Motley Fool Australia.

That's because Bell Potter believes it has the potential to offer both major upside and a very generous dividend yield.

Which ASX dividend share?

The dividend share that Bell Potter is recommending to clients is Regal Partners Ltd (ASX: RPL).

It is a growing boutique asset manager that manages a number of alternative investment strategies, investing across hedge funds, growth equity, credit and royalties, and real and natural assets.

Bell Potter is positive on the company's outlook and has lifted its earnings estimates to reflect its expectation for further funds under management growth. In fact, it believes the ASX dividend share could grow earnings in the teens over the medium term. It explains:

We upgrade EPS and retain our Buy rating. Regal Partners is an alternative investment manager, housing eight separate primary brands with a heritage in long/short equities. Strategies have track records that predate the global financial crisis. The Group controls $21bn in funds under management. We see further growth, driven by positive net inflows, investment performance, acquisitions and exposure to secular asset classes. This is supported by an aspirational blueprint to double offshore client capital.

Successful execution, in our view, provides a pathway to teens growth over the medium term, enhanced through operating leverage. A strong balance sheet further de-risks that view. Regal Partners has $250m in available capital. We see it well positioned to recycle capital, generating higher return, locking in gains and distributing this to shareholders.

Time to buy

According to the note, Bell Potter has reinstated its buy rating and $4.70 price target on the ASX dividend share.

Based on its current share price of $2.91, this implies potential upside of over 60% for investors over the next 12 months.

In addition, the broker is forecasting fully franked dividends of 18 cents per share in FY 2026, 19 cents per share in FY 2027, and then 22 cents per share in FY 2028. This equates to big dividend yields of 6.2%, 6.5%, and 7.6%, respectively.

Commenting on its investment thesis, Bell Potter said:

Our Buy is reinstated, and we hold our target price at $4.70/sh based on a DCF. We use global asset manager P/E multiples as a cross-check, with the cohort trading on an average 15x including 11x for long-equities, 15x for private markets/credit and 19x for comparable multi-boutiques and hedge funds. To that end, we see the valuation as undemanding.

Trading on 10x earnings, RPL does not screen as an alternative investment manager. We view the emerging evidence of performance fees, capital management and broadening investment strategies as an opportunity to narrow the discount and drive a re-rating in the stock.

The post Could this be the best ASX dividend share to buy now? appeared first on The Motley Fool Australia.

If you're looking to give your retirement lifestyle a boost, then buying the right ASX dividend shares offers one of the best means I know of to achieve that extra income.

One of the advantages ASX investors have, which investors in US and many international stocks don't, is that a lot of ASX dividend shares come with full franking credits. And these credits won't be directly impacted by the Federal Budget's proposed tax changes.

If you're not familiar, franking credits mean that you get credit for some, or all, of the 30% in corporate taxes that the companies you're investing in have already shelled out to the ATO on the profits they make.

How much to invest in ASX shares for $10,000 a year in passive income?

Now, just how much you need to invest in ASX dividend shares today to bank that $10,000 in annual passive income depends on how long you have before you plan to retire and tap into your superannuation savings.

One of the golden rules of investing is that the earlier you start, the better your results.

That's thanks to the magic of compounding.

Here's what I mean.

Assuming you can achieve an average dividend yield of 6.5% (as we'll look at below), you'd need to invest $153,846 in ASX shares today to add $10,000 a year to your superannuation savings.

Now, here's the power of compounding at work.

By investing in a combination of blue-chip stocks and ASX growth shares, I believe you can achieve an average annual return of 10.5%.

By investing just $100 a month in ASX shares, you'd then have $21,386 in 10 years, $81,860 in 20 years, and the required $153,846 somewhere in year 26.

So, what are you waiting for?

Two superannuation boosting ASX dividend shares to consider today

There are a number of quality ASX dividend shares you may wish to buy to top up your superannuation income.

Two passive income stocks you might want to dig into are ASX 200 oil and gas producer Woodside Energy Group Ltd (ASX: WDS) and ASX 300 alternative investment manager Regal Partners Ltd (ASX: RPL).

Both companies pay fully franked dividends. And, importantly, both have outperformed their benchmarks over the past year. Meaning we're not chasing yields at the expense of capital losses.

Indeed, at the time of writing, Woodside shares have gained 13.8% over the past 12 months while the Regal Partners share price has surged 39.6%. For some context, both the ASX 200 and the ASX 300 have gained less than 5% over the past year.

As for that superannuation boosting passive income, Woodside shares trade on a 5.7% fully franked trailing dividend yield. And Regal Partners shares trade on an even juicier 7.3% fully franked trailing dividend yield.

Based on those trailing yields, an equal investment in each ASX dividend stock would then see you earning a 6.5% yield on Woodside and Regal Partners shares.

The post How I'd aim for $10,000 a year in superannuation boosting passive income buying ASX shares appeared first on The Motley Fool Australia.

That's because the team at Morgans has named them as buys with potential upside of 30% or more.

Here's what the broker is recommending to clients:

Elementos Ltd (ASX: ELT)

This tin-focused mineral exploration company has caught the eye of Morgans.

It highlights that tin prices have lifted strongly since its definitive feasibility study (DFS) for the Oropesa project.

And with electrification and supply constraints expected to support tin prices over the medium term, the broker is feeling positive about Elementos' outlook.

It has put a buy rating and 51 cents price target on its shares. This implies potential upside of 34% for investors from current levels. It said:

Recent strong tin price growth is expected to continue with electrification, supply constraints in the current geopolitical situation, and enhanced Environmental, Social and Governance (ESG) focus in tin producing jurisdictions. Since delivery of the definitive feasibility study for Oropesa, Spain, in May 2025, (US$156M capex, producing 3,400tpy of tin in concentrate, projected cost US$15,000/t) ELT has advanced the regulatory and administrative approvals.

Since the DFS, the tin price has lifted from ˜US$30,000/t to ˜US$50,000/t. We now model US$35,000/t (previously US$30,000/t) for tin to generate a Valuation of A$0.57ps (previously A$0.50) and a Target Price discounted by 10% to A$0.51ps.

Regal Partners Ltd (ASX: RPL)

Another ASX share that Morgans is recommending to clients is fund manager Regal Partners.

Although it had a soft quarter and has trimmed its earnings estimates, the broker remains positive.

It has put a buy rating and $4.20 price target on Regal Partners' shares. Based on its current share price of $2.45, this suggests that upside of 70% is possible between now and this time next year. It commented:

RPL has released its March 2026 quarterly FUM update. This was a soft quarter (FUM -3%) for RPL as hedge fund investment performance suffered on the back of volatile market conditions. FUM bounced back in Apr-26. We update our RPL numbers for the quarterly following a broad review of our FUM expectations for the CY26.

Our CY26/27/28F EPS estimates are revised down -2%, reflecting more conservative FUM assumptions for the current year. Our valuation declines on the back of lower peer multiples and higher cost of capital assumptions. Target price $4.20/sh. We maintain our RPL BUY rating with >20% upside to our price target.

The post Morgans says these ASX shares could rise 30% to 70% appeared first on The Motley Fool Australia.

To narrow things down, let's take a look at two ASX dividend shares that Morgans is forecasting to offer 7% and 8% dividend yields in 2027.

Here's what it is recommending to clients:

Accent Group Ltd (ASX: AX1)

Morgans is positive on this footwear retailer. It believes a return to growth is coming in FY 2027, which could make it a good time to snap up shares.

The broker has a buy rating and $1.30 price target on its shares. It said:

AX1 reported 1H26 EBIT which was down 30% yoy to $56.5m, in line with the revised guidance range provided in November ($55-60m). The decline was driven by soft comp sales and significant operating de-leverage from lower gross margins. AX1 has made the unsurprising decision to cease operations of loss-making Glue store, which contributed $8.4m EBIT loss in 1H26.

On an underlying basis, EBIT fell 10%. We see this providing incremental benefit on group earnings in FY27. We have increased our EBIT by 1.5% in FY26 and by 11% in FY27. Our blended valuation lifts to $1.30 (from $1.10). We have upgraded to a BUY (from HOLD). We see significant earnings growth in FY27, driven by underlying FY26 run-rate (ex-Glue), this makes the stock look inexpensive at ~10x FY27 P/E and ~5.6% yield.

Morgans is forecasting fully franked dividends of 4.3 cents per share in FY 2026 and then 6.3 cents per share in FY 2027.  Based on its current share price of 88 cents, this would mean dividend yields of 4.9% and 7.2%, respectively.

Regal Partners Ltd (ASX: RPL)

Another ASX dividend share that Morgans is positive on is investment company Regal Partners.

It was pleased with its performance in 2025 and believes it is well-placed to build on this in 2026. As a result, it has put a buy rating and $5.00 price target on its shares.

Commenting on the company, the broker said:

Underlying fund performance, along with offshore and product expansion has seen RPL grow FUM 16% in CY25, driving management fee growth of 25%. Performance fees, up 108% (vs pcp), are a clear leading indicator for future FUM growth and sets the business up for continued growth in the higher multiple recurring income streams.

Despite record growth, RPL trades at an undemanding multiple and attractive dividend yield, on this basis we reiterate our BUY rating with a $5.00/sh target price.

As for income, Morgans expects fully franked dividends of 20 cents per share in FY 2026 and then 21 cents per share in FY 2027. Based on its current share price of $2.48, this would mean dividend yields of 8% and 8.5%, respectively.

The post These buy-rated ASX dividend shares offer 7% to 8% yields appeared first on The Motley Fool Australia.

For example, here are three ASX dividend shares that are rated as buys and tipped to offer dividend yields of 4.6% or more.

Here's what they are recommending:

Cedar Woods Properties Limited (ASX: CWP)

The first ASX dividend share that could be a buy according to analysts is Cedar Woods.

It is one of Australia's leading property developers with a portfolio that is diversified by geography, price point, and product type.

Bell Potter remains bullish on the company due to its exposure to Australia's chronic housing shortage.

It is expecting this to underpin dividends per share of 39 cents in FY 2026 and then 41 cents in FY 2027. Based on its current share price of $8.55, this equates to 4.6% and 4.8% dividend yields, respectively.

Bell Potter has a buy rating and $10.20 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

Another ASX dividend share that is rated as a buy is the HomeCo Daily Needs REIT.

It is Australia's leading daily needs real estate investment trust (REIT) with total assets of approximately $5.1 billion spanning approximately 2.3 million square metres of land in Australia's leading metropolitan growth corridors of Sydney, Melbourne, Brisbane, Perth and Adelaide.

Last month it reported its half-year results and revealed occupancy and cash collections above 99%, consistently positive leasing spreads, and comparable NOI growth of 4%.

UBS is positive on the company. It believes it will pay shareholders dividends of 9 cents per share in both FY 2026 and FY 2027. Based on its current share price of $1.24, this would mean dividend yields of 7.25%.

The broker currently has a buy rating and $1.55 price target on its shares.

Regal Partners Ltd (ASX: RPL)

Another ASX dividend share that analysts are tipping as a buy is Regal Partners.

It is a specialist alternative investment manager with funds under management of $20.9 billion across its eight brands. These are Regal Funds Management, PM Capital, Merricks Capital, Taurus Funds Management, Attunga Capital, Kilter Rural, Argyle Group, and Ark Capital Partners.

Morgans is a big fan of the company and believes its strong form has positioned it to reward shareholders with fully franked dividends of 20 cents in FY 2025 and then 21 cents per share in FY 2026.

Based on its current share price of $3.02, this equates to dividend yields of 6.6% and 7%, respectively.

Morgans also sees plenty of upside for its shares over the next 12 months. It has a buy rating and $5.00 price target on them.

The post Forget term deposits and buy these ASX dividend stocks appeared first on The Motley Fool Australia.

In order to receive a dividend, you must own the ASX share before its ex-dividend date.

Here is a sample of the large number of ASX All Ords shares with ex-dividend dates next week.

ASX All Ords shares about to go ex-dividend

Which companies will we hear from today?

The big one today is the half-yearly report from supermarket network Coles Group Ltd (ASX: COL).

Woolworths shares ripped this week after the ASX All Ords consumer staples giant reported a 16% profit lift to $859 million for 1H FY26.

We'll also hear from TPG Telecom Ltd (ASX: TPG), Michael Hill International Ltd (ASX: MHJ), and Pexa Group Ltd (ASX: PXA).

The latest report from The Star Entertainment Group Ltd (ASX: SGR) will also be interesting, as investors seek further news on the turnaround plan for the beleaguered casino operator.

Yesterday, Star Entertainment shares bounced on news of a debt refinancing deal, including extra liquidity to fund the turnaround plan.

The post 35 ASX All Ords shares with ex-dividend dates next week 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:

Amcor (ASX: AMC)

The Amcor share price is up 6% to $69.30. This morning, analysts at Morgans responded positively to the packaging giant's quarterly update. It has retained its buy rating with a slightly trimmed price target of $75.80. It said: "Following the renegotiation of several customer contracts on better terms, segment performance should improve in 2H26. AMC also noted that discussions around portfolio optimisation are progressing well, and we view any future announcement in this area as a potential positive catalyst for the stock."

Lovisa Holdings Ltd (ASX: LOV)

The Lovisa share price is up 4.5% to $32.19. This may have been driven by a broker note out of Citi. According to the note, the broker has retained its buy rating and $38.45 price target on this fashion jewellery retailer's shares. Citi expects Lovisa to deliver sales growth ahead of consensus estimates during the first half of FY 2026.

Regal Partners Ltd (ASX: RPL)

The Regal Partners share price is up 5% to $3.06. Investors have been buying the fund manager's shares after it announced an on-market buyback program of up to $75 million. It stated: "The decision to implement a buy-back program reflects the strength of the RPL balance sheet and the continued delivery of operating cash flows and demonstrates the Board's and management's confidence in RPL's outlook for continued profitable growth. The Board believes that a buy-back program is appropriate as part of its overall capital management strategy and remains focused on maximising shareholder returns, whilst preserving balance sheet strength and ensuring that RPL maintains the ability to pursue strategic growth opportunities."

SKS Technologies Group Ltd (ASX: SKS)

The SKS Technologies share price is up over 10% to $3.90. This morning, this electrical technologies and digital infrastructure specialist announced two big contract wins. This has led to SKS upgrading its revenue guidance to $340 million (from $320 million) and net profit before tax guidance to $34 million (from $28.8 million). The company's CEO, Matthew Jinks, commented: "The revised outlook is based on a combination of new contract awards, a further record level of $325 million of work on hand, and a realistic confidence in future conversions from pipeline to contract award."

The post Why Amcor, Lovisa, Regal Partners, and SKS shares are pushing higher today appeared first on The Motley Fool Australia.

That's because Morgans has just picked out two ASX shares that it rates as a buy and one that it thinks is a hold.

Here's what the broker is saying:

Intelligent Monitoring Group Ltd (ASX: IMB)

This security, monitoring and risk management services provider has caught the eye of Morgans after announcing new acquisitions.

In response to the news and an accompanying capital raising, the broker has retained its buy rating and $1.00 price target on the ASX share. It said:

Following the agreement to acquire Tyco NZ and Red Wolf on 12/12 (Hungry Caterpillar), IMB raised $20m on 16/12/25 at $0.58/share via an institutional placement to return leverage back to pre-acquisition levels (1.6x net debt/pro forma EBITDA). We incorporate the equity raise, though our price target is unchanged ($1.00) as a re-rating in peer multiples offsets the dilution.

Regal Partners Ltd (ASX: RPL)

Another ASX share that has been given a buy rating is Regal Partners.

Morgans has been impressed with the fund manager's recent trading update and particularly its performance fees. The latter has seen the broker upgrade its estimates for the coming years.

As a result, it has retained its buy rating and lifted its price target to $4.25. It said:

RPL continues to demonstrate its ability to generate performance fees through equity market cycles, with 2HCY25 performance fees of $130m being c.3x times the performance fee booked in 1HCY25. Increased confidence in the recurring nature of the performance fees has seen us increase our expectations over the forecast period, to be within the target range of 40-60 bps of FUM. Despite a solid upgrade to our CY25 earnings forecasts, the valuation impact is relatively muted, a result of the modest earnings multiple applied to average 'through the cycle' performance fees. On this basis we retain our BUY rating, increasing our target price to $4.25/sh (previously $4.00/sh).

Endeavour Group Ltd (ASX: EDV)

Morgans notes that this alcohol drinks giant has delivered an improved sales performance in the second quarter of FY 2026. However, this was achieved at the expense of margins.

As a result, it hasn't seen enough to change its rating and retained its hold recommendation and $3.70 price target. Commenting on the Dan Murphy's owner, the broker said:

EDV's Retail segment delivered an improved sales performance in 2Q26 (+1.8%) following a decline in 1Q26 (-1.4%). However, this growth was driven by sharper pricing and increased promotions, with 1H26 margins expected to be materially lower than the pcp. With the retail liquor market remaining subdued, management said the changes to its pricing strategy were aimed at reinforcing the group's customer value proposition (underpinned by Dan Murphy's lowest liquor price guarantee), reignite top-line growth, and respond to an increasingly competitive landscape, particularly online. Management has guided to 1H26 group EBIT of between $555-566m.

At the mid-point, this was 5% below both our previous forecast and Visible Alpha consensus. We adjust FY26/27/28 group EBIT forecasts by -5%/-6%/-6%. Our target price remains unchanged at $3.70, with downgrades to earnings forecasts offset by a roll-forward of our model to FY27 forecasts. HOLD rating maintained.

The post Morgans names 2 ASX shares to buy and 1 to hold appeared first on The Motley Fool Australia.

Since the turn of the year, the ASX 300 stock has risen by 12%.

But if you thought the gains were over, think again!

That's because analysts at Bell Potter believe this fund manager's shares could still be dirt cheap.

What is the broker saying about this ASX 300 stock?

Bell Potter was pleased with the company's trading update, highlighting that its performance fees and profit guidance were comfortably ahead of expectations. It said:

The company issued an upbeat statement, highlighting strong performance fees and an estimated NPAT for CY25 that was above market expectations. End 2025 FUM was approx. $20.8bn, compared to $20.1bn at the end of Q3 and was ahead of our previous forecast of $20.4bn. Performance fees are expected to be approx. $130m in H2 CY25 compared to $42.4m in H1 CY25 and $24.9m in H2 CY24.

This was above our last published forecast of $55.8m for H2. We note that at Q3 the company suggested that performance fees for H2 were tracking well above the top of the forecast range. Given these figures, CY25 is expected to produce a normalised NPAT of $145m vs $97.5m in CY 24 and ahead of our estimate of $121.9m (after NCI). This follows a record quarter in Q3, which showed strong inflows and investment returns.

Big potential returns

In light of the above, the broker has reaffirmed its buy rating on the ASX 300 stock with an improved price target of $4.70 (from $4.40).

Based on its current share price of $3.60, this implies potential upside of 30% for investors over the next 12 months.

In addition, the broker is forecasting a 20.6 cents per share fully franked dividend in FY 2026. This represents a 5.7% dividend yield, which boosts the total potential return beyond 35%.

Bell Potter doesn't believe the market is appreciating the improvement in its performance. Commenting on its buy recommendation, the broker said:

This was a positive announcement from RPL, ending a good year for the company with strong net flows and performance fees. Our DCF valuation increases to $4.69/sh and we round our price target to $4.70/sh (from $4.40) and maintain a Buy recommendation. While these results were strong and there has been some recovery in the share price, the shares have been de-rated and trade at a lower multiple than at the start of the year.

A year ago the shares were $3.71 and trading on 14.2x forward earnings or 8.5x EV/EVITDA. Currently the shares trade on 12.3x next year's earnings or 5.3x EV/EBITDA. We do not believe the improvement in operational performance is reflected in the current share price.

The post Bell Potter says this ASX 300 stock is dirt cheap with 30%+ upside appeared first on The Motley Fool Australia.

But two that stand out from the rest with particularly strong gains on Monday are named below.

Here's why these shares are making their shareholders smile today:

PWR Holdings Ltd (ASX: PWH)

The PWR share price is up 13% to a 52-week high of $9.86 on Monday.

Investors have been buying the advanced cooling products and solutions provider's shares after it announced a US$9.1 million (~A$13.5 million) follow-on defence and aerospace contract. This will see it supply advanced cooling solutions for a US government project.

The ASX 300 share notes that this contract follows the ongoing successful delivery of the previous order announced a year ago. It believes it reinforces PWR's position on this project as it progresses to full rate production.

The company highlights that delivery under this new contract is expected to occur predominantly in FY 2027.

It may not be the last. Management revealed that the project is scheduled to extend over multiple years. This is subject to forecasted demand for the platform, government funding, and PWR's performance.

The company's acting CEO, Matthew Bryson, said:

PWR announced the initial US$5.5 million order for this project in January 2025 and securing a follow-on order reflects the successful delivery of that first phase and demonstrates our ability to execute reliably and adapt to evolving program requirements on complex projects. Continued delivery on this platform supports PWR's growing reputation as a leader in advanced cooling technology for Aerospace and Defence applications.

Regal Partners Ltd (ASX: RPL)

The Regal Partners share price is up 9% to $3.70. This has been driven by the release of the fund manager's profit guidance for FY 2025 before the market open.

Management revealed that it expects to report normalised net profit after tax of $145 million. This will be an increase of 49% year on year from $97.5 million in FY 2024.

A key driver of this profit growth has been the strong performance of a range of investment strategies. This has underpinned second half performance fees of $130 million.

The ASX 300 share also advised that its funds under management (FUM) rose to approximately $20.8 billion at the end of December. This reflects net inflows for the December quarter of approximately $80 million, which takes total net inflows for calendar year 2025 to $1.5 billion.

The post Why these ASX 300 shares are jumping 9%+ today appeared first on The Motley Fool Australia.

If you are, then take a look at the two ASX dividend shares listed below that Bell Potter rates as best buys for next year.

Here's what the broker is recommending to clients:

Elders Ltd (ASX: ELD)

The first ASX dividend share that could be a best buy according to Bell Potter is Elders.

It is an agribusiness company that provides rural and livestock services, agricultural inputs, and real estate services to Australia's farming sector.

Bell Potter thinks its shares are cheap at current levels, especially given its positive growth outlook. It explains:

We see encouraging signs for FY26e, with livestock turnoff values up ~35% YOY through 1Q26TD, stable to rising crop protection active ingredient values and modestly higher fertiliser price indicators. A more normal selling pattern in FY26e, delivery on SYSMOD and backward integration initiatives, sector activity tailwinds and consolidation of Delta are expected to drive high double-digit EPS growth in FY26-27e. This view does not look reflected in the current share price, with ELD trading at ~11x FY26e EPS.

With respect to income, the broker is forecasting 43 cents per share in FY 2026 and then 45 cents per share in FY 2027. Based on its current share price of $6.86, this would mean dividend yields of 6.3% and 6.55%, respectively.

Bell Potter has a buy rating and $9.45 price target on its shares.

Regal Partners Ltd (ASX: RPL)

Another ASX dividend share that Bell Potter rates highly is specialist alternatives investment manager Regal Partners.

Bell Potter has been pleased with its performance in 2025 and believes the market is undervaluing its shares. It said:

Regal Partners continues to grow its FUM through inflows, acquisitions, and strong fund performance. The recent quarter was the strongest on record, with FUM reaching $20.0bn, up 13.1% over the quarter, with inflows of 4.1% and investment performance of 9.9%. Revenue is underpinned as 85% of funds ($13.7bn) were at or close to generating performance fees in FY25. The funds continue to see strong performance from: PM Capital funds, Tactical Opportunities and Resources Royalties. Despite record results, the shares have been de-rated since the start of the year. We do not believe the improvement in operational performance is reflected in the current share price.

As for dividends, the broker is forecasting fully franked payouts of 15.2 cents per share in FY 2026 and 20 cents per share in FY 2027. Based on its current share price of $3.20, this would mean dividend yields of 4.75% and 6.25%, respectively.

Bell Potter has a buy rating and $4.40 price target on its shares.

The post Bell Potter names the best ASX dividend shares to buy in 2026 appeared first on The Motley Fool Australia.

Two ASX dividend shares that made the list are named below. Here's why the broker thinks they are best buys for the year ahead:

Regal Partners Ltd (ASX: RPL)

Bell Potter thinks that this specialist alternatives investment manager could be an ASX dividend share to buy now. It has put a buy rating and $4.40 price target on its shares.

The broker has been impressed with its performance and believes this can continue in the future. So, with its shares de-rating recently, it thinks now is a good time to invest. It said:

Regal Partners continues to grow its FUM through inflows, acquisitions, and strong fund performance. The recent quarter was the strongest on record, with FUM reaching $20.0bn, up 13.1% over the quarter, with inflows of 4.1% and investment performance of 9.9%. Revenue is underpinned as 85% of funds ($13.7bn) were at or close to generating performance fees in FY25. The funds continue to see strong performance from: PM Capital funds, Tactical Opportunities and Resources Royalties. Despite record results, the shares have been de-rated since the start of the year. We do not believe the improvement in operational performance is reflected in the current share price.

With respect to dividends, the broker is forecasting payouts of 15.2 cents per share in FY 2026 and then 20 cents per share in FY 2027. Based on its current share price of $3.23, this equates to dividend yields of 4.7% and 6.2%, respectively.

Rural Funds Group (ASX: RFF)

Another ASX dividend share that has been named as a best buy is Rural Funds. It has a buy rating and $2.45 price target on the agricultural property company's shares.

The broker believes that its shares are being undervalued by the market. It highlights their sharp discount to net asset value (NAV), compared to a small premium traditionally. Bell Potter said:

The ~35% discount to market NAV is well above the historical average 5% premium since listing. Counterparty profitability indicators have been improving and farm asset values have been resilient, which would suggest that the underearning on unleased assets is the largest performance drain. Exiting or leasing these assets (combined value ~$387m) would result in reasonable AFFO accretion (14-18% on FY26e PF AFFO) with the scope to also reduce gearing, with this likely to be the greatest share price catalyst. We would expect execution against asset sales to emerge in CY26e.

Bell Potter is expecting dividends per share of 11.7 cents per share in FY 2026 and FY 2027. Based on its current share price of $2.02, this equates to dividend yields of 5.8%.

The post 2 of the best ASX dividend shares to buy in 2026 appeared first on The Motley Fool Australia.

Its share price fell more than 50% between February and April this year before slowly rebounding. 

At the time of writing, shares are trading at around $3.40, which is roughly 11% lower than a year ago. 

However, the team at Morgans has a buy recommendation and attractive price target on this ASX financials stock, indicating there may be brighter days ahead. 

Let's see what was behind the rating. 

Resurgent market

Morgans said Regal Partners continues to take advantage of resurgent small cap and resource markets. 

The company announced last month that during the September 2025 quarter, FUM for Regal Partners rose to $20.0 billion. This is a 13.1% increase on the $17.7 billion of FUM at 30 June 2025.

The broker noted the standout performance for the company was in Hedge Fund strategies, where investment performance delivered +$1.4bn (+17%) for the quarter. 

This strong investment performance has also improved the 2HCY25 outlook for performance fees, which are expected to be materially above the top end of consensus. 

Positive flows and investment performance across all strategies further underlies the diversity of RPL's offering, suggesting that performance fees will likely prove more persistent than current investor expectations suggest. 

Combined with persistent investment performance we remain confident in RPL's capacity to continue growing FUM and it is on this basis we retain our BUY rating and $4.00/sh price target.

Expected upside from Morgans

Based on the broker's price target of $4.00 and yesterday's closing price of $3.40, Morgans sees an upside of approximately 17.7%. 

Elsewhere, other brokers seem to also believe the current stock price is undervalued. 

Online brokerage platform Selfwealth lists this ASX financials stock as undervalued by 42%. 

TradingView has a 12 month price target of $5.08, which indicates almost 50% upside. 

The post This ASX financials stock has 18% upside according to Morgans appeared first on The Motley Fool Australia.

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

ASX 200 expected to edge lower

The Australian share market looks set to edge lower on Thursday despite a relatively decent night of trade on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 7 points or 0.1% lower this morning. In late trade in the United States, the Dow Jones is down 0.1%, but the S&P 500 is up 0.4% and the Nasdaq is 0.6% higher.

Oil prices ease

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a subdued session on Thursday after oil prices eased overnight. According to Bloomberg, the WTI crude oil price is down 0.1% to US$58.64 a barrel and the Brent crude oil price is down 0.15% to US$62.30 a barrel. Oil prices are trading close to five-month lows on US-China trade tensions.

Xero completes acquisition

Xero Ltd (ASX: XRO) shares will be on watch today after the cloud accounting platform provider announced the completion of its game-changing Melio acquisition. It is a leading US based small business bill pay platform that seamlessly enables customers to manage their cashflow by offering easy-to-use accounts payable workflows and a wide choice of payment methods. Xero is paying US$2.5 billion for the acquisition, which is being funded through a combination of cash, debt, and new Xero shares.

Gold price jumps again

It could be another positive session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price jumped to another record high. According to CNBC, the gold futures price is up 1.55% to US$4,227.5 an ounce. Safe haven demand was behind the precious metal's rise.

Buy Regal shares

Regal Partners Ltd (ASX: RPL) shares are cheap according to analysts at Bell Potter. This morning, the broker has retained its buy rating on the investment company's shares with an improved price target of $4.40 (from $4.10). It said: "This was one of the strongest quarters that RPL has seen (since the merger with VGI 3 years ago), and since then the company has produced returns, inflows, and performance fees that have exceeded our expectations. […] We do not believe the improvement in operational performance is reflected in the current share price."

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

The only negative is that it can be hard to decide which ASX dividend stocks to buy given the many options.

To help narrow things down, I have picked out three stocks that analysts are tipping as buys this month. Here's what they are recommending and why they could be top picks for a $10,000 investment:

Regal Partners Ltd (ASX: RPL)

Bell Potter thinks that Regal Partners could be an ASX dividend stock to buy this month.

It is a specialist alternative investment manager with approximately $18.5 billion in funds under management. It manages a broad range of investment strategies covering long/short equities, private markets, real and natural assets, and credit and royalties on behalf of institutions, family offices, charitable groups, and private investors.

Bell Potter believes the company is positioned to pay fully franked dividends of 13.2 cents per share in FY 2026 and then 19 cents in FY 2027. Based on its current share price of $3.28, this equates to dividend yields of 4% and 5.8%, respectively.

The broker currently has a buy rating and $4.10 price target on its shares.

Rural Funds Group (ASX: RFF)

A second ASX dividend stock that could be a buy for income investors in October is Rural Funds.

Bell Potter is also positive on this agricultural property company. Its portfolio includes almond and macadamia orchards, premium vineyards, water entitlements, cropping and cattle farms. These are leased to some of the biggest players in the industry on long leases.

The broker believes its portfolio positions it to pay dividends per share of 11.7 cents in FY 2026 and FY 2027. Based on the current Rural Funds share price of $1.91, this would mean dividend yields of 6.1% for both years.

Bell Potter has a buy rating and $2.45 price target on its shares.

Stockland Corporation Ltd (ASX: SGP)

The team at Citi thinks that Stockland could be an ASX dividend stock to buy.

It is one of Australia's largest diversified property companies with a specialty in residential communities, land lease communities, town centres, logistics, and office real estate.

Citi recently named the company as one of its top picks in the sector as cap rates fall and valuations lift.

As for income, the broker is forecasting dividends per share of 25.2 cents in FY 2026 and then 26.7 cents in FY 2027. Based on its current share price of $6.21, this would mean dividend yields of 4% and 4.3%, respectively.

Citi has a buy rating and $6.90 price target on its shares.

The post Where to invest $10,000 in ASX dividend stocks in October appeared first on The Motley Fool Australia.

If you are, the two ASX dividend stocks listed below could be a good shout.

Here's what the team at Bell Potter is saying about them:

GDI Property Group Ltd (ASX: GDI)

The first ASX dividend stock that could be a buy according to Bell Potter is GDI Property Group.

It is an owner, manager, and developer of office property, but also has exposure to car parks and co-living sectors.

The broker thinks that the market is undervaluing its shares. This is based on its significant discount to its net tangible assets (NTA). It explains:

No change to our Buy recommendation. GDI continues to trade at a significant -41% discount to NTA which reflects no value for its FM OpCo, and while the Perth office market recovery could be a 'slow burn' with early leasing wins working through for GDI, we do still see upside from current levels which drops straight through to FFO gains

In respect to income, the broker is forecasting dividends of 5 cents per share in both FY 2026 and FY 2027. Based on its current share price of 68 cents, this would mean dividend yields of 7.35% for both years.

Bell Potter also sees plenty of upside for its shares. It has a buy rating and 85 cents price target on them.

Regal Partners Ltd (ASX: RPL)

Another ASX dividend stock that Bell Potter is positive on is Regal Partners.

The broker thinks the market is also undervaluing this fund manager's shares. It highlights that they are trading at less than 12x forward earnings despite its positive performance. It commented:

Despite the positive operating metrics, the shares continue trade below $3.00, a level that is well below its highs. We believe this may relate to the conversion of various share classes into ordinary shares.

While the shares have recovered off their low points, we do not believe the improvement in operational performance is reflected in the current share price. We expect further positive news flow in the months ahead and will look to review our performance fee assumption upwards, as and when appropriate.

As for dividends, Bell Potter is forecasting fully franked payouts of 13.2 cents per share in FY 2026 and then 19 cents per share in FY 2027. Based on its current share price of $2.92, this would mean dividend yields of 4.5% and 6.5%, respectively.

The broker has a buy rating and $4.10 price target on its shares.

The post These ASX dividend stocks are better than Westpac appeared first on The Motley Fool Australia.

That's because Bell Potter has just picked out one ASX share that could offer both.

Which ASX share?

The company being tipped as a buy is Regal Partners Ltd (ASX: RPL).

It is a specialist alternatives investment manager overseeing a broad range of investment strategies covering long/short equities, private markets, real and natural assets, and credit and royalties. This is on behalf of institutions, family offices, charitable groups and private investors.

Bell Potter notes that the company released an update this week at the ASX SMIDcaps Conference. It was pleased with the update, noting that its funds under management (FUM) has increased at a solid rate since the end of June. The broker said:

End August FUM reached $19.2bn up 8% since 30 June, helped by strong investment performance and inflows. This is ahead of our previous forecasts which had assumed FUM would reach $18.1bn by end September, and $18.5bn by the end of the year. We now expect inflows of $1.7bn over FY25, which represents almost 10% of opening FUM and expect investment returns of around 11% (avg) over the year.

Despite this positive form, the broker points out that the ASX share is languishing below $3.00.

It feels this could be due to the potential conversion of a large number of shares in the near future. However, Bell Potter has priced in the full conversion of these shares and still believes its shares are cheap. It explains:

Despite the positive operating metrics, the shares continue trade below $3.00, a level that is well below its highs. We believe this may relate to the conversion of various share classes into ordinary shares. There are currently 356m ordinary shares on issue, with 13m shares due to convert at end September, and a further 62m shares converting in the next few years. It is worth noting that we have set our EPS and valuation assuming full conversion (rather than the current number on issue) meaning our EPS and target price should not be diluted by these new shares.

Big returns

According to the note, Bell Potter has reaffirmed its buy rating with an improved price target of $4.10 (from $3.65). Based on its current share price of $2.92, this implies potential upside of 40% for investors over the next 12 months.

In addition, it is forecasting fully franked dividends of 13.2 cents per share in FY 2025 and then 19 cents per share in FY 2026. This represents dividend yields of 4.5% and 6.5%, respectively. But as its interim dividend has already been paid for FY 2025, investors can expect a yield of approximately 5.5% between now and this time next year.

The post Bell Potter says this ASX share offers 40% upside and a 5% yield appeared first on The Motley Fool Australia.

And with interest rates potentially going even lower, ASX dividend shares could be the superior option for some time to come.

But which shares could be buys for income? Here are two that analysts rate as buys:

Accent Group Ltd (ASX: AX1)

The first ASX dividend share that could be a buy is Accent Group. It owns and operates footwear chains such as Platypus and Hype DC, along with exclusive distribution rights for major global brands.

While times have been tough for Accent due to weak consumer spending, Bell Potter believes that the worst could be behind it and thinks income investors should be snapping up its shares while they can. It said:

In the near term, we expect monetary policy catalysts to drive recovery in the lifestyle segment from 2Q26e, while in the medium-long term, we see a higher growth focus for AX1 leveraging the outperforming sports segment via dominant global partner and key shareholder, FRAS.

With the first Sports Direct store opening in mid-November, we anticipate the unlocking of the sizable store roll-out opportunity for the banner in Australia (50-store target over 6 years), while benefiting from a higher relevance to leading brand partners such as Nike backed by FRAS.

In respect to income, Bell Potter is forecasting fully franked dividends of 7.8 cents in FY 2026 and then 9.2 cents in FY 2027. Based on its current share price of $1.37, this equates to dividend yields of 5.7% and 6.7%, respectively.

Bell Potter has a buy rating and $1.80 price target on its shares.

Regal Partners Ltd (ASX: RPL)

Another ASX dividend share that Bell Potter thinks is a buy for income investors is Regal Partners.

It is a specialist alternative investment manager with approximately $18.5 billion in funds under management. Regal manages a broad range of investment strategies covering hedge funds, growth equity, real & natural assets, and credit & royalties.

Bell Potter thinks that its shares are undervalued at current levels and sees this as an opportunity for investors. It said:

We continue to find RPL attractive, given its growth opportunity and valuation. Growth in FUM has three drivers: Inflows: RPL continues to attract inflows, averaging over 1% of opening FUM per month in 2024.

[…] The business is highly profitable generating high management fee rates and performance fees. Despite the strong historic and prospective growth, the shares trade at just 11.7x forward EPS. While the stock has recovered strongly since April, it remains well below levels seen at the start of the year (and is down 24% over the past 12 months). We expect the HY results on 25 August to underscore the group's strengths, and we maintain our BUY recommendation.

As for dividends, Bell Potter is forecasting fully franked payouts of 11.8 cents per share in FY 2025 and then 18.2 cents per share in FY 2026. Based on its current share price of $2.83, this would mean dividend yields of 4.2% and 6.4%, respectively.

The broker has a buy rating and $3.55 price target on its shares.

The post 2 of the best ASX dividend shares for income investors to buy appeared first on The Motley Fool Australia.

Here's why it is recommending them to clients:

Regal Partners Ltd (ASX: RPL)

Morgans was pleased with this fund manager's performance during the first half of FY 2025 and believes there's more to come as equity markets improve.

As a result, it has retained its buy rating and $3.70 price target on its shares. It said:

Whilst largely pre-released, RPL delivered a strong set of results for the half year, a function of positive investment performance and net inflows, both of which came despite the challenges faced in 1Q25 (namely market volatility and the OPT holding). A key call out was the persistency of performance fees, which provides scope for further upside to our estimates, should equity markets improve. Given our conservative approach to the valuation of performance fees and principal income, we see little change to our target price of $3.70/sh, reiterating our Buy rating.

Polynovo Ltd (ASX: PNV)

Another ASX stock that had largely pre-released its results was medical device company Polynovo.

Nevertheless, the broker was pleased with the results and expects more strong sales growth in FY 2026.

And while it thinks that this could be one for investors with a high tolerance for risk, it thinks the rewards could be worth it. Morgans has a speculative buy rating and $1.69 price target on its shares. It said:

PNV had pre-released its FY25 results in late July and therefore there were few surprises. As usual, no formal guidance was provided but we are comfortable with our sales growth forecast of 25% for FY26. We believe PNV will be removed from the ASX200 at the September re-balance which may cause some share price volatility. We have made no material changes to our forecasts and our valuation and target price remain unchanged. We maintain our SPECULTIVE BUY recommendation.

Tourism Holdings Ltd (ASX: THL)

Finally, this recreational vehicles company could be a post-results buy according to Morgans.

Although the ASX stock's second half performance was weak, it still delivered a result slightly ahead of guidance. And with the cycle possibly reaching its bottom, Morgans thinks now could be the time to pounce.

As a result, it has upgraded its shares to a buy rating with an improved price target of $2.65. It said:

THL's FY25 result was slightly above recent guidance. The 2H25 was particularly weak given political and economic uncertainty weighed on consumer confidence and impacted RV sales and margins. Outside of the US, THL's FY26 outlook comments for its Rentals business were strong. The 1H26 should hopefully prove to the bottom of the cycle for RV sales and margins. THL's valuation metrics are undemanding, and it has material leverage to an improved economic cycle. We consequently upgrade to a BUY recommendation.

The post Morgans names 3 ASX stocks to buy this week  appeared first on The Motley Fool Australia.