Yesterday, investors reacted positively to news that the Strait of Hormuz could reopen amid a fragile ceasefire agreement. 

The S&P/ASX 200 Index (ASX: XJO) climbed 2.5% higher during Wednesday's trade.

This morning, however, it seems Aussie investors are cautious, as the market has held relatively flat. 

However, there have been ASX shares that seemingly missed the rally and remain close to 52-week lows. 

These 3 ASX shares remain down significantly from this time last year, along with updated outlooks from experts. 

Stockland Corp Ltd (ASX: SGP)

Stockland is a diversified property development company. The company is one of Australia's largest residential land and housing developers.

In 2026, it has fallen almost 30%, and is currently trading for approximately $4.04 today, close to a 52-week low. 

Interest rate rises have likely weighed on investor sentiment, but long-term prospects remain positive.

Outlooks from analysts and brokers indicate it could be a buy-low opportunity.

Macquarie currently has a buy rating on Stockland shares with a target price of $4.42.

Additionally, 9 analyst forecasts via TradingView have an average one-year price target of $5.34 on Stockland shares. 

Based on the current stock price of $4.04, these targets indicate potential upside of 9% to 31%. 

Endeavour Group Ltd (ASX: EDV)

Endeavour Group is an alcoholic beverages retailer, hotel operator, and poker machines operator spun off from Woolworths Group Ltd (ASX: WOW) in 2021. 

This ASX stock is hovering near yearly lows, having fallen more than 16% over the last 12 months. 

It is currently changing hands for approximately $3.28 per share. 

Despite being heavily sold off, experts are warning investors to stay away from this ASX stock. 

Recently, Morgans reinforced its hold rating on Endeavour Group shares, along with a $3.65 price target. 

Elsewhere, Investor Pulse has a sell recommendation on this ASX stock, as the broker said a tough first-half result could be just the beginning. 

Lendlease Group (ASX: LLC)

Lendlease Group shares have opened trading today down nearly 2%. 

The current share price of $3.24 is close to yearly lows, down 37% from this time last year. 

It is an international property development and construction business operating across Australia, the Americas, the UK, Europe, and Asia.

It is unsurprising that it has also suffered from interest rate hikes, as real estate shares have struggled across the board in 2026. 

In fact, the S&P/ASX 200 Real Estate Index (ASX: XRE) is down roughly 13% year to date. 

Despite the subdued sentiment, analysts' views suggest this ASX stock could be worth adding to your watchlist. 

6 analyst ratings via TradingView have an average one-year price target of $5.21 on Lendlease shares. 

This is approximately 61% higher than the current share price. 

The post Which of these ASX stocks near 52-week lows is worth buying? appeared first on The Motley Fool Australia.

ASX 200 shares soared 2.6% to an intraday peak of 8,804 points in morning trading on Tuesday.

Leading the market today are Guzman Y Gomez Ltd (ASX: GYG) shares, up 18%, and Nextdc Ltd (ASX: NXT), up 12%.

However, some ASX shares are bucking the trend.

Here are six stocks that hit 52-week lows today.

Sonic Healthcare Ltd (ASX: SHL)

Sonic Healthcare is one of several ASX healthcare shares trading at multi-year lows these days.

The sector faces multiple headwinds, including currency changes, US tariffs, and higher labour costs and other expenses.

The Sonic Healthcare share price fell to a decade-low of $18.88 today.

This ASX healthcare share has fallen 13% in the year to date (YTD) and 21% over the past year.

Ord Minnett has a hold rating on Sonic Healthcare with a 12-month share price target of $24.

Stockland Corp Ltd (ASX: SGP)

The Stockland share price fell to a 52-week low of $4.01 today.

Stockland shares are down 30% YTD.

In a separate article, my colleague Aaron has delved into the reasons this ASX property share has tanked in 2026.

Macquarie has just reiterated its buy rating on Stockland shares with a target price of $4.42.

Endeavour Group Ltd (ASX: EDV)

The Endeavour share price fell to a record low of $3.13 on Tuesday.

Endeavour shares have tumbled 14% YTD.

Citi recently downgraded this ASX consumer staples share to a hold rating.

The broker reduced its 12-month target from $4.30 to $3.70.

Atlas Arteria Group Ltd (ASX: ALX)

The Atlas Arteria share price fell to a nine-year low of $4.21 today.

Shares in the toll roads operator have fallen 13% YTD.

Last week, Morgan Stanley maintained its hold rating on Atlas Arteria shares.

The broker reduced its share price target from $5.06 to $4.96.

Lendlease Group (ASX: LLC)

The Lendlease share price dropped to an all-time low of $3.10 on Tuesday.

The ASX real estate share has fallen 39% in 2026.

Today, Macquarie reiterated its buy rating with a 12-month price target of $4.99.

Healius Ltd (ASX: HLS)

The Healius share price dropped to a record low of 51 cents today.

The ASX healthcare share has declined 43% YTD.

Goldman Sachs reiterated its sell rating on Healius shares last month.

The broker lowered its price target from 66 cents to 57 cents.

The post 6 ASX shares hitting 52-week lows amid today's market rally appeared first on The Motley Fool Australia.

In afternoon trade, the Stockland share price is down 2.83% to $4.12, leaving the stock down 28% since the start of 2026.

That is a steep fall for one of the ASX's biggest property names and shows how quickly sentiment has turned against the stock.

The weakness suggests shareholders are becoming more concerned about the outlook, especially with interest rates staying high and the company expanding into data centres.

Here is what seems to be driving the move.

The market is looking past the data centre excitement

One of the biggest reasons Stockland shares moved higher this year was its new 50:50 data centre partnership with EdgeConneX.

The deal gives Stockland exposure to one of the fastest-growing infrastructure themes linked to AI, cloud computing, and enterprise data storage.

The market initially welcomed the move as a smart way to unlock value from its large logistics and industrial land portfolio.

But after the initial excitement, investors now appear to be reassessing what this means for the business.

Building data centres costs a lot of money, takes years to complete, and adds a new layer of uncertainty to a business better known for housing communities, logistics estates, shopping centres, and workplace assets.

There may also be concerns about how much this new venture could affect cash flow in the near-term.

On top of that, property stocks often struggle when interest rates remain high, as borrowing costs remain elevated and asset values can come under pressure.

Technicals show sellers still in control

The technical picture also looks very weak right now.

The relative strength index (RSI) has dropped to around 19, which is well into oversold territory and shows the shares have been heavily offloaded in recent sessions.

The next major support appears to sit around the psychological $4 level, which investors often watch closely as a key round-number price point.

If the shares fall below that level, the next area of support may not appear until the high-$3 range, which was last seen in 2022.

Fundamentally, Stockland still offers a trailing dividend yield above 6% and has a relatively modest beta of around 1.03. The latter means it has generally moved broadly in line with the wider market over time.

Foolish Takeaway

Stockland still has long-term strengths across its residential communities, logistics assets, retail town centres, and now its growing exposure to digital infrastructure.

But for now, the share price weakness suggests investors are more focused on high interest rates, the heavy selling trend, and uncertainty around how quickly the EdgeConneX partnership can start adding to earnings.

Until buyers can defend the $4 level, the sell-off may continue in the short-term.

The post Why Stockland shares just crashed to a multi-year low appeared first on The Motley Fool Australia.

Two of the underperforming companies are in the technology sector, two are in healthcare, while the fifth is a major property developer.

Here's what's happening.

Two ASX 200 tech shares dropping to fresh one-year-plus lows

The first company making this rather ignominious list today is WiseTech Global Ltd (ASX: WTC).

Shares in the logistics software solutions company are down 5.1% in late morning trade today, changing hands for $36.42 each. That sees the WiseTech share price down 55.2% over 12 months and trading at its lowest level since June 2022.

WiseTech shares have come under pressure over the past months amid increasing concerns that artificial intelligence (AI) could soon be able to deliver much of the same services the company offers at materially cheaper costs.

Which brings us to the second ASX 200 share trading at 52-week-plus lows today, Xero Ltd (ASX: XRO).

Shares in the business and accounting software provider are down 4.9% at the time of writing, trading for $69.25 apiece. This puts the Xero share price down 55.3% over 12 months and trading at its lowest level since November 2022.

Like WiseTech, Xero shares are facing negative investor sentiment amid the rapid rise of AI technologies.

Two ASX 200 healthcare shares sinking to new 52-week lows

Moving on to the healthcare space, we have Sigma Healthcare Ltd (ASX: SIG).

Shares in the retail pharmacy giant, which merged with Chemist Warehouse in 2025, are down 0.6% today, trading for $2.605 each. That sees the Sigma Healthcare share price down 9.6% in a year and at its lowest level since December 2024, prior to the merger.

ResMed Inc (ASX: RMD) shares are also doing it tough.

Shares in the sleep disorder treatment company are down 1.3% today, changing hands for $31.925 each. That puts this ASX 200 share down 8.7% over 12 months and trading at its lowest level since August 2024.

As for the property development giant…

Interest rates may be biting

Stockland Corp Ltd (ASX: SGP) shares join our list of stocks slumping to new one-year-plus lows today.

Shares in the diversified property development company are down 1.4% on Monday, trading for $4.20 each. That puts this ASX 200 share down 14.3% over 12 months and trading at its lowest level since January 2025.

Like many real estate companies, Stockland shares have faced headwinds amid resurgent global inflation and expectations of higher interest rates to come. Real estate stocks tend to perform better in low and falling interest rate environments.

The post 5 ASX 200 shares including WiseTech and Xero plumbing new 52-week-plus lows on Monday appeared first on The Motley Fool Australia.

At the time of writing, Downer shares are up 1.59% to $7.66. Despite today's gain, the stock remains down almost 5% in 2026.

Let's take a closer look at what was announced.

$500 million partnership secured

Downer revealed it has been awarded a new long-term partnership with Stockland Corp Ltd (ASX: SGP), valued at approximately $500 million.

The agreement will see Downer deliver integrated facilities management services across Stockland's portfolio. This includes commercial office buildings, shopping centres, logistics facilities, and land lease communities across New South Wales, Victoria, Queensland, and South Australia.

The contract is set to commence on 1 August 2026, with an initial term of 5 years and an option to extend for a further 5 years.

Management said the deal aligns with its strategy to grow its asset management services and deepen relationships with large-scale customers.

Focus on recurring revenue

A key part of this deal is that it runs over a long period and brings in recurring revenue.

These types of contracts usually provide more steady and predictable revenue compared to one-off projects. This can help smooth earnings over time and improve visibility for investors.

Downer already operates across transport, utilities, and infrastructure, but deals like this increase its exposure to ongoing maintenance and asset management work.

The company also pointed to its ability to manage large and complex sites, supported by its systems and scale.

Share price reaction

The announcement has pushed the share price higher in early trade.

However, the broader trend remains weak. Downer shares are still down for the year to date, with sentiment across infrastructure and services stocks uneven.

Recent trading has also been choppy. The stock reached a 52-week high of $8.655 on 2 March, before declining over the next 5 sessions to a low of $7.25 on 9 March, during a period of broader global market weakness.

Over the past 12 months, shares are still higher, supported by ongoing contract wins and steady operating conditions.

Downer currently has a market capitalisation of just under $5 billion and a dividend yield of approximately 3.5%.

What to watch next

This latest contract adds to Downer's pipeline and supports its shift towards longer-term, recurring revenue streams.

While the share price has pulled back in recent weeks, today's announcement shows the company is still securing large-scale agreements across its core markets. This may appeal to investors seeking more consistent, contract-backed revenue.

The post Downer shares jump today. Here's what's driving the move appeared first on The Motley Fool Australia.

While some ASX sectors have rallied in 2026 to date, as geopolitical uncertainty and demand for defence systems push energy shares and bank stocks higher, other areas of the index are falling behind.

The S&P/ASX 200 Real Estate Index (ASX: XRE) is 2.6% lower for the day, at the time of writing, and has dropped 15.17% lower for the year to date as major real estate giants struggle to hold onto their value.

Goodman Group (ASX: GMG) shares have tumbled 14.99% in 2026, to $26.20 a piece.

Scentre Group (ASX: SCG) shares have fallen 17.38% to $3.50, at the time of writing.

Stockland Corporation Ltd (ASX: SGP) shares have tumbled 19.22% to $4.65 a piece.

Why are ASX 200 real estate shares sinking this year?

Concerns about Australia's interest rate direction, high borrowing costs, and overall investor uncertainty have weighed heavily on sentiment this year. 

There is broad weakness across the property sector, and the dent in confidence has flowed through to the latest earnings results.

Goodman posted a 1.5% decline in operating profit to $1.2 billion and an 8.3% decline in operating earnings per share (OEPS) to 58.5 cents for the six months ending 31st December. Analysts were expecting an upgrade to its FY26 guidance, but it was left unchanged. Investors were spooked, and the share price sank 7%.

Scentre Group posted a 4.9% rise in its funds from operations (FFO) last month and confirmed customer visitation had climbed. The 2025 results represent the company's fifth consecutive year of earnings and distributions growth, and management is targeting another 4% FFO growth in 2026. But it wasn't enough to convince investors, who were a little deflated from the announcement. 

Stockland also posted a strong first-half FY26 result with profit up 19% and FFO up 29.5%. The company said it expects development earnings and cash flow to be "materially weighted" to the second half of FY26 as more settlement receipts flow through. Again, it wasn't enough to shift investors' sentiment. The shares dipped near their 52-week low earlier this month after the company unveiled a new data centre joint venture. Investors are cautious about balancing this new venture with core operations amid a soft market.

What's next for the three real estate majors?

Analysts are upbeat about the outlook for these ASX 200 real estate shares over the next 12 months.

For Goodman, 11 out of 13 analysts have a buy or strong buy rating on its shares, with a maximum target price of $41.50. That implies a 58.43% upside from the share price at the time of writing.

Most (seven out of 12) have a hold rating on Scentre Group shares, and another five have a strong buy rating. The experts think the stock could soar as high as 34.76% to $4.71 in the next year.

Analysts are bullish about the outlook for Stockland shares, too. Out of 10 analysts, seven have a buy or strong buy rating. The maximum $6.60 target price implies a potential 42.09% upside at the time of writing.

The post Goodman, Scentre Group, Stockland: Why are ASX 200 real estate stocks tumbling in 2026? appeared first on The Motley Fool Australia.

Stockland shares lost 2.3% at $4.89 during afternoon trade, just a fraction above the 52-week low of $4.77.

Over the past 12 months, Stockland shares have declined 4.4%, lagging the S&P/ASX 200 Index (ASX: XJO), which has risen 11.5% over the same period.

Growth in future-focused sectors

Stockland announced a new 50/50 partnership with EdgeConneX. This deal pairs Stockland's property smarts with EdgeConneX's know-how in building and operating hyperscale data centres. These facilities aim to meet surging demand from cloud and AI providers.

The move signals a bold step into digital infrastructure. Details on costs and returns are still under wraps, but the partnership fits Stockland's strategy of innovation and growth in future-focused sectors.

Construction on the first Australian sites is expected in the 2027 financial year, with more locations under review. The move taps into growing demand for cloud and enterprise infrastructure.

Property as core

Stockland's core business remains property. It develops and manages residential communities, retail centres, logistics hubs, and workplaces. The model blends recurring rental income with profits from land and property developments.

The company's latest results, released on 16 February, showed solid performance. Statutory profit in the first half of FY26 rose to $292 million, up from $245 million a year earlier.

Funds From Operations (FFO) jumped nearly 30% to $325 million, while FFO per security climbed to 13.5 cents. The interim distribution increased to 9 cents per security. Management reaffirmed full-year guidance for 36 to 37 cents FFO per Stockland share.

Clear strengths, lingering risks

Stockland has clear strengths. Its portfolio spans multiple sectors, providing a mix of rental income and development profits. Logistics and town centre leasing remain resilient. Residential settlements continue to support growth.

But risks linger. Property is sensitive to interest rate cycles and market demand. Development projects take time and capital. Long-term data centre ventures carry execution risk. Investors in Stockland shares will watch cash flow and dividend sustainability closely.

What next for Stockland shares?

Looking ahead, Stockland and EdgeConneX are set to roll out data centres across key Australian markets, tapping into the booming cloud and AI sectors. The EdgeConneX tie-up could add future value. Data centres are a fast-growing segment with strong long-term demand.

But the market reaction suggests investors are cautious about balancing this new venture with core operations. Investors will be keeping a close eye on the timeline and the dollars behind the deal as the partnership takes shape.

For now, Stockland shares reflect both opportunity and risk. Execution on the data centre plan, alongside steady property performance, will determine if the stock can climb from these lows.

The post Why are Stockland shares diving to near 52-week lows? appeared first on The Motley Fool Australia.

What did Stockland report?

• Signed documentation to establish 50/50 partnership with EdgeConneX
• Joint venture aims to develop hyperscale data centres across Australia
• Stockland will contribute land, development and project management expertise
• EdgeConneX brings global capability in data centre solutions for cloud and AI

What else do investors need to know?

The new partnership will tap into Stockland's portfolio of assets in major Australian markets, using their existing land holdings to support the growth of hyperscale data centres. These facilities are expected to cater to increased demand from cloud and AI service providers in Australia.

Stockland's move signals a diversification into digital infrastructure. While the terms of the partnership and financial impact haven't been disclosed, the collaboration aligns with the company's ongoing strategy to innovate and grow in future-focused sectors.

What's next for Stockland?

Going forward, Stockland and EdgeConneX plan to advance development of data centres on sites across key Australian markets, supporting growth in both cloud computing and artificial intelligence. Investors will be watching for further details on the project timeline and financial contributions as the partnership unfolds.

This partnership fits into Stockland's broader approach of leveraging its core property strengths to capture new growth areas. Ongoing updates will likely reveal more about the scale and commercial potential of its data centre ambitions.

Stockland share price snapshot

Over the past 12 months, Stockland shares have declined 3%, trailing the S&P/ASX 200 Index (ASX: XJO) which ha risen 12% over the same period.

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The post Stockland shares in focus after unveiling EdgeConneX data centre partnership appeared first on The Motley Fool Australia.

What did Stockland report?

• Statutory profit: $292 million (1H25: $245 million)
• Post-tax FFO: $325 million, up 29.5%
• FFO per security: 13.5 cents
• Distribution: 9.0 cents per security (1H25: 8.0 cents)
• NTA per security: $4.25 (FY25: $4.22)
• Gearing: 28.1%, within target range of 20%–30%

What else do investors need to know?

Stockland's Development business had a standout half, with Masterplanned Communities settlements up 60% to 3,168 lots and development FFO nearly tripling to $106 million. The company's Investment Management arms, including Town Centres and Logistics, continued to deliver steady growth, despite some asset disposals and partnership transfers.

The group also reaffirmed its full-year targets for both its Masterplanned and Land Lease Communities, and completed its target of net zero scope 1 and 2 emissions across operations, highlighting its focus on sustainability.

What did Stockland management say?

Tarun Gupta, Managing Director and CEO said:

We delivered a strong first half result, with earnings growth supported by higher development production and continued progress in executing our strategy.

Our Investment Management portfolios performed well, delivering positive comparable growth across all sectors, supported by strong leasing outcomes and contributions from recent project completions. We continue to expand our capital partnering platform and recycle capital toward attractive growth opportunities, while maintaining balance sheet strength and funding flexibility.

What's next for Stockland?

Looking ahead, Stockland expects development earnings and cash flow to be "materially weighted" to the second half of FY26, as more settlement receipts flow through. The company is targeting 7,500–8,500 lot settlements in Masterplanned Communities and 700–800 for Land Lease Communities for the full year.

Management also expects gearing to moderate further by year-end, and the distribution per security to be in line with FY25 at 25.2 cents. Stockland will keep progressing its commercial pipeline, especially with new data centre opportunities and an expanded focus on the Land Lease sector.

Stockland share price snapshot

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

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The post Stockland posts strong 1H26 result on development surge appeared first on The Motley Fool Australia.

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

ASX 200 expected to edge higher

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

Oil prices jump

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

Ex-dividend day

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

Gold price sinks

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

NextDC shares on watch

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

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

What did Stockland report?

• Estimated distribution for 1H26: 9.0 cents per ordinary stapled security
• Record date: 31 December 2025
• Distribution payment date: 27 February 2026
• Distribution Reinvestment Plan continues, with a 1% discount for participants
• Details of the actual distribution and financial results to be released on 16 February 2026

What else do investors need to know?

Stockland's Distribution Reinvestment Plan (DRP), which was introduced in November 2024, remains in effect for this period. Eligible securityholders can opt to receive their distribution as new stapled securities at a 1% discount to the market price, calculated over a 15-day trading period in January.

If you'd like to take up the DRP, make sure your election is registered by 5:00pm AEDT on 30 January 2026. The DRP documentation and frequently asked questions are available online at the Stockland Investor Centre for anyone needing further guidance.

What's next for Stockland?

Stockland has flagged that its detailed 1H26 financial results, along with the confirmed distribution amount, will be released on 16 February 2026. Investors will want to keep an eye out for the full results to get a clearer view of the group's operating performance.

Stockland remains committed to its long-term strategy of fostering connected communities and maintaining a strong presence in residential, retail, and logistics assets across Australia.

Stockland share price snapshot

Over the past 12 months, Stockland shares have risen 19%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has increased 5% over the same period.

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The post Stockland announces estimated 1H26 distribution appeared first on The Motley Fool Australia.

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

Many mortgage-payers are hoping the Reserve Bank will vote for another cut, but following inflation data revealed last week, it looks unlikely.

On Wednesday last week, the Australian Bureau of Statistics (ABS) reported that the Consumer Price Index (CPI) indicator rose 1.3% in the September quarter and 3.2% annually. And it caused a flurry of selling activity which saw the ASX 200 Index nosedive.

The unexpected surge in inflation all-but dashes hopes for a cut this month. Especially with trimmed mean annual inflation – which removes certain volatile items and is the RBA's preferred measure – rising to 3% for the September quarter, up from 2.7% in the June quarter. That was significantly above the RBA's prior forecast of a 2.6% increase.

Now, economists are near-unanimous that rates will stay locked at 3.6% for the foreseeable future.

Commonwealth Bank of Australia (ASX: CBA) thinks the RBA will keep the cash rate on hold tomorrow and no longer expects that ASX 200 investors will see the RBA cut rates in February 2026.

Goldman Sachs economist Andrew Boak, who had been forecasting an RBA rate cut in November and February, now believes rate relief is off the menu for the foreseeable future.

Westpac Banking Corp (ASX: WBC) chief economist Luci Ellis also believes the increase in inflation dims the hope of rate cuts in 2025. 

National Australia Bank Ltd (ASX: NAB) thinks we'll need to wait until May next year before we see any more cash rate relief.  

Stocks that could benefit from another RBA hold decision

The good news is, real estate investment trust stocks (REITs) don't need cash rate cuts to perform strongly. They benefit from stability.

As stocksdownunder.com explains, when the market shifts from "rates are definitely coming down soon" to "rates will hold steady here for the foreseeable future", it removes uncertainty for property stocks. 

REITs can refinance their debt without concern that they need to time the market and property valuations stop compressing. 

And perhaps most importantly, dividend yields start looking genuinely attractive again when investors know the capital base isn't going to erode further.

Here are four ASX 200-listed REITs which could benefit from another hold decision tomorrow.

Goodman Group (ASX: GMG)

Goodman Group is an integrated property group with operations in 14 countries. It specialises in industrial and commercial properties, owning, developing, and managing a global portfolio worth around $80 billion.

Today, it is the largest real estate investment trust (REIT) in Australia, which makes GMG shares a favourite of listed property enthusiasts. Its operations take in North America, Europe, the UK, China, Japan, Brazil, Australia, and New Zealand. 

Ahead of the ASX open on Monday, Goodman shares are $33.03 a piece.

Scentre Group (ASX: SCG)

Scentre Group owns and operates a portfolio of 42 Westfield shopping malls, 37 in Australia and five in New Zealand. The company owns the majority of the Australian and New Zealand's top five retail destinations, with the group's ownership interests totalling around $35 billion. Its retail assets under management are worth more than $51 billion.

The company says its diversified revenue base reduces exposure to any single shopping centre or retailer. As at 31 December 2022, no anchor retailer contributed more than 3% of rental income, and no specialty retailer contributed more than 2%. Its 10 highest-valued retail shopping centres represented 57% of its portfolio value.

At the time of writing, Scentre Group shares are $4.07 each.

Stockland (ASX: SGP)

Stockland is a diversified property development company. The company is one of Australia's largest residential land and housing developers and its business segment generates about a third of the group's funds from operations. Nearly two-thirds comes from commercial property, mostly retail. It also has a land-lease business, although the company's business mix is evolving.

At the time of writing, its shares are $6.31 a piece.

Mirvac Group (ASX: MGR)

Mirvac Group is a diversified property group with interests across residential and master-planned communities, office and industrial, retail, and build-to-rent sectors. The company has around $35 billion in assets currently under management, mainly in Sydney, Melbourne, Brisbane, and Perth. 

Around 80% of Mirvac's earnings come from a predictable commercial property portfolio, more than half of which is offices and another quarter retail. The company also holds a small industrial portfolio and a fledgling build-to-rent residential portfolio.

At the time of writing, its shares are $2.30 each. 

The post RBA decision looms: These 4 property stocks could benefit from another hold decision  appeared first on The Motley Fool Australia.

What did Stockland report?

• FY26 funds from operations (FFO) guidance maintained at 36.0–37.0 cents per security
• FY26 distribution per security expected to be 25.2 cents, in line with FY25
• Masterplanned Communities net sales of 2,117, up 15% from previous quarter
• Land Lease Communities net sales of 206 homes, with 512 contracts on hand
• Logistics portfolio delivered a 29.9% positive re-leasing spread and 97.5% occupancy
• Town Centres delivered comparable MAT growth of 3.4% and maintained 99.3% occupancy

What else do investors need to know?

Stockland is targeting FY26 settlements of 7,500–8,500 lots in its Masterplanned Communities division and 700–800 homes in Land Lease Communities, with development operating profit margins expected in the low 20% range. Management noted continued demand for quality housing, especially in Queensland, and growing interest thanks to government support for first home buyers.

The group reported strong momentum in its logistics and retail portfolios, driven by essentials-based tenants and positive leasing activity. Capital deployment and settlement timing may see gearing temporarily increase by December but remain within the company's 20–30% target range.

What's next for Stockland?

The company reaffirmed its outlook for FY26, aiming to deliver steady FFO and distributions while progressing pipeline development projects. Management highlighted a robust balance sheet and active development in logistics and mixed-use assets, with approximately $1 billion of construction underway.

Stockland remains focused on leveraging its scale and diversification to navigate variable housing market conditions and capitalise on demand for well-located, essentials-focused property assets.

Stockland share price snapshot

Stockland shares have risen 16% over the past year, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen around 8% over the same period.

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In the latest Invest Now market snapshot released by the team at Wilsons Advisory, they do strike a note of caution, saying that globally, the outlook for equities is "finely balanced".

In the Australian context, there are some warning signs, they say, with domestic inflation showing signs of picking up speed, causing market watchers to temper their outlook for further interest rate cuts.

As the Wilsons team says:

We have edged back our easing forecasts from two cuts to one and pushed the 'final' cut into February next year (previously November). The apparent pick-up in domestic inflation is occurring against an improving growth backdrop. However, we see the relatively quick translation of better growth into higher inflation as at least a marginal negative for equities.

The Wilsons team say they have trimmed their own Australian equity position slightly due to "stretched valuations" and less scope for interest rate cuts to stimulate earnings growth.

The local market faces medium-term headwinds in respect of underlying earnings growth with tepid profit growth likely for banks and large cap miners. Growth looks better outside these areas. This is particularly the case for mid and small caps where we continue to advocate an overweight position.

Some stocks still stand out

So which stocks do they see as good buys at current levels?

The first cab off the rank, if you'll excuse the pun, is Carsales owner CAR Group Ltd (ASX: CAR), which the Wilsons team says has pulled back more than 14% in value since August, with no news of note.

They point out that the group has guided to earnings growth of 10% to 13% in FY26, and "encouragingly, management has pointed to 'early signs of improvement' in the US, suggesting cyclical headwinds are easing''.  

Another Wilsons pick is property development group Stockland Corporation Ltd (ASX: SGP), which they say provides good exposure to the recovering Australian housing market.

Given the positive operational momentum heading into FY26, Stockland is well placed to benefit from housing-cycle tailwinds over the medium-term.

On the technology side of things, Wilsons is keen on Xero Ltd (ASX: XRO) shares, which they say are good value after a recent share price pullback, and the company's reiteration of its outlook in August.

Private credit provider Pinnacle Investment Management Group Ltd (ASX: PNI) makes the list, as they explain:

The pullback in Pinnacle's share price presents an attractive buying opportunity for investors willing to look through immediate market concerns. Recent weakness is likely driven by market concerns around the health of the domestic private credit sector … however, we view the weakness in Pinnacle's share price as excessive.

And rounding out Wilson's five top picks is sleep apnoea device maker ResMed Ltd (ASX: RMD), which Wilsons say remains one of their "highest conviction ideas following its FY25 result''.

ResMed continues to demonstrate robust top-line growth amidst a continuation of healthy CPAP (device) demand (supported by several tailwinds), while gross margins have further scope to expand, which presents upside to consensus over the medium-term.

The post In a frothy market, here are five stocks one broker says still represent good value appeared first on The Motley Fool Australia.

This gives shareholders the opportunity to see how companies they own or are interested in are performing.

Last week, REA Group Ltd (ASX: REA) hosted its AGM. 

This week, we will hear from several more ASX 200 companies.

9 ASX companies in Macquarie Group Ltd (ASX: MQG)'s coverage universe are set to report. What are Macquarie's price targets on those stocks?

Telstra Ltd (ASX: TLS)

Australia's leading telecommunications company, Telstra, is set to hold its AGM on 14 October. 

Telstra shares have risen 20% for the year to date.

Macquarie has an outperform rating and price target of $5.04 on Telstra shares.

Commonwealth Bank of Australia (ASX: CBA)

Australia's largest bank, CBA, will hold its AGM on 15 October. 

CBA shares have risen 10% for the year to date.

Macquarie currently has an underperform rating and price target of $106 on CBA shares. 

Lottery Corporation Ltd (ASX: TLC)

ASX 200 consumer discretionary stock Lottery Corporation will also host its AGM on 15 October.

Lottery Corporation shares have risen 12% for the year to date.

Macquarie currently has a neutral rating and price target of $5.50 on Lottery Corporation shares.

ARB Corporation Ltd (ASX: ARB)

ASX 200 consumer discretionary company ARB Corporation will hold its AGM on 16 October. 

ARB shares have declined 3% for the year to date. 

Macquarie currently has an outperform rating and price target of $44.90 on ARB shares.

Aurizon Holdings Ltd (ASX: AZJ)

ASX 200 infrastructure stock Aurizon will also hold its AGM on 16 October 

Aurizon shares are flat for the year to date.

Macquarie currently has a neutral rating and price target of $3.34 on Aurizon shares.

Charter Hall Long WALE REIT (ASX: CLW)

ASX 200 REIT Charter Hall Long WALE REIT will host its AGM on 16 October.

Charter Hall Long WALE REIT shares have risen 13% for the year to date. 

Macquarie has an underperform rating and price target of $4.20 on Charter Hall Long WALE REIT shares.

Imdex Ltd (ASX: IMD)

ASX 200 materials stock Imdex will hold its AGM on 16 October.

Imdex shares have surged 54% for the year to date. 

Macquarie currently has a neutral rating and price target of $3.50 on Imdex shares.

Stockland Corporation Ltd (ASX: SGP)

ASX 200 real estate stock Stockland Corporation will hold its AGM on 16 October.

Stockland shares have risen 29% for the year to date. 

Macquarie currently has a neutral rating and price target of $6.16 on Stockland shares. 

Treasury Wine Estates Ltd (ASX: TWE)

Finally, ASX 200 consumer staples company Treasury Wine Estates will also host its AGM on 16 October. 

Treasury Wine shares have fallen 38% for the year to date. 

Macquarie currently has a neutral rating and price target of $8.00 on Treasury Wine Estates shares.

The post 9 ASX 200 stocks hold their AGMs this week. What are Macquarie's price targets? 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.

Three top ASX shares that leading brokers have named as buys this week are listed below. Here's why they are bullish on them:

CSL Ltd (ASX: CSL)

According to a note out of UBS, its analysts have retained their buy rating and $300.00 price target on this biotechnology company's shares. The broker has been looking at the impact that Most Favored Nation (MFN) pricing could have on CSL. It estimates that only around 10% of CSL's US sales are exposed to MFN, which would have a modest impact on its future earnings compared to the worst-case scenario. In addition, it sees limited consumer demand impacts from MFN pricing. And there is a chance that the company could receive full exemption depending on its investments in facilities in the US market. As a result, the broker remains positive and continues to forecast solid earnings growth from CSL in the coming years. The CSL share price is trading at $204.71 on Monday afternoon.

DigiCo Infrastructure REIT (ASX: DGT)

Another note out of UBS reveals that its analysts have retained their buy rating and $4.90 price target on this data centre operator's shares. This follows news that Digico has secured new customer wins from a combination of Hyperscale, Neocloud, Enterprise and Government customers. These contracts will increase Digico's Australian contracted IT capacity to 41MW by June 2026, which is 57% higher than its previous 2026 target of 26MW. UBS estimates that this suggests that the company is on target to achieve consensus earnings estimates for FY 2027. And while it does have concerns about its EBITDA per MW potentially being lower than expected, UBS remains positive and sees its shares as undervalued at current levels. The DigiCo share price is fetching $2.91 at the time of writing.

Stockland Corporation Ltd (ASX: SGP)

Analysts at Morgan Stanley have retained their overweight rating and $6.90 price target on this property company's shares. According to the note, the broker's research indicates that residential sentiment is improving. It believes this is a positive for Stockland and should be supportive of growing sales volumes. This is particularly the case given how house prices are expected to continue increasing and the new First Home Guarantee is likely to be supportive of the industry. The Stockland share price is trading at $6.22 on Monday.

The post Leading brokers name 3 ASX shares to buy today appeared first on The Motley Fool Australia.

This provides shareholders a chance to hear from management and gauge how the business is tracking.

The market closely follows company AGMs.

Data collected by Macquarie Group Ltd (ASX: MQG) revealed that stocks have higher trading volume on AGM day, averaging a 41% increase. This is followed by a period of share price underperformance. However, on average, share prices recover in line with the market around four weeks after their AGM. 

In a 1 October research note, Stocks to buy & sell for 2025 AGM season, Macquarie said that after the guidance reset in August,  it expects net positive surprises for the AGM season. 

Macquarie also noted that, after three years of decline, ASX earnings trends had turned more positive in September, with earnings per share (EPS) upgrades of 4%.

The broker also named 5 stocks that it expects to deliver the most positive surprises during AGM season, as determined by Macquarie analysts. 

Here are the 5 companies named.

Aussie Broadband Ltd (ASX: ABB)

Macquarie's first pick is telecommunications stock Aussie Broadband. 

The stock has soared an impressive 67% for the year to date, while offering a small dividend yield of 0.68%. That's substantially higher than the All Ords Index, which has risen 10% over the same period. 

The broker has an outperform rating and price target of $5.90 on Aussie Broadband shares.

Aussie Broadband will hold its AGM on 14 October.

Stockland Corporation Ltd (ASX: SGP)

Property development company Stockland was the second stock named.

Stockland shares have also performed well recently, rising 28% for the year to date. 

Macquarie currently has a neutral rating and price target of $6.16 on Stockland shares.

Stockland will hold its AGM on 16 October.

Australian Finance Group Ltd (ASX: AFG)

Macquarie named mortgage broking group Australian Finance Group as its third pick. 

The company has soared 78% for the year to date. 

Macquarie currently has an outperform rating and price target of $2.86 on Australian Finance Group.

Australian Finance Group will hold its AGM on 17 October.

JB Hi-Fi Ltd (ASX: JBH)

Electronics retailer JB Hi-Fi was the fourth company named. 

JB Hi-Fi shares have risen 26% for the year to date. 

Macquarie has an outperform rating and price target of $118 on JB Hi-Fi shares.

JB Hi-Fi will hold its AGM on 30 October.

Downer EDI Ltd (ASX: DOW)

Macquarie named integrated services company Downer EDI as the final stock to deliver a positive earnings surprise during earnings season. 

Like the other four ASX All Ords stocks named, Downer EDI shares have substantially outperformed the ASX All Ords Index for the year to date, rising 42%. 

Macquarie has an outperform rating and price target of $7.65 on Downer EDI shares.

Downer EDI will hold its AGM on 11 November.

The post Macquarie names 5 ASX All Ords stocks to deliver the most positive surprises during AGM season appeared first on The Motley Fool Australia.

But don't worry, because the Australian share market and its countless ASX dividend shares are here to save the day!

But which shares would be top picks for income? Let's take a look at three that analysts are tipping as buys:

IPH Ltd (ASX: IPH)

The team at Morgans thinks that IPH could be an ASX dividend share to buy now.

It is an intellectual property (IP) services company that operates across the globe through brands such as AJ Park, Smart & Biggar, and Spruson & Ferguson.

Morgans highlights that "IPH's valuation is undemanding (<10x FY26F PE), however investor patience is required given the delivery of organic growth looks to be the catalyst for a sustained re-rating."

In respect to income, the broker is forecasting fully franked dividends of 37 cents per share in FY 2026 and FY 2027. Based on the current IPH share price of $3.73, this will mean dividend yields of approximately 10% for both years.

Morgans has an add rating and $6.05 price target on its shares.

Stockland Corporation Ltd (ASX: SGP)

Stockland could be an ASX dividend share to buy this month according to analysts at Citi.

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 likes the company due to its exposure to falling cap rates and favourable supply-demand dynamics.

The broker expects this to underpin dividends of 25.2 cents per share in FY 2026 and then 26.7 cents per share in FY 2027. Based on its current share price of $6.17, this would mean dividend yields of 4.1% and 4.3%, respectively.

Citi has an overweight rating and $6.90 price target on its shares.

Treasury Wine Estates Ltd (ASX: TWE)

Finally, Treasury Wine could also be an ASX dividend share to buy according to analysts at Morgans.

It is the wine company behind the popular brands such as Penfolds, 19 Crimes, Wolf Blass, DAOU, Blossom Hill, and Lindeman's.

Morgans thinks its shares are too cheap to ignore. Its analysts highlight that "while lacking near term share price catalysts given industry and macro headwinds and a CEO transition, trading on an FY26F PE of only 12.7x, we maintain a BUY rating."

As for income, the broker is forecasting partially franked dividends per share of 41 cents in FY 2026 and then 46 cents in FY 2027. Based on its current share price of $7.38, this would mean dividend yields of 5.55% and 6.2%, respectively.

Morgans has a buy rating and $10.10 price target on its shares.

The post Buy these ASX dividend shares for 4% to 10% yields appeared first on The Motley Fool Australia.