• 8 ASX shares just upgraded by the experts

    Businesswoman with a pleased smile reading on her laptop at a desk in the office with a look of satisfaction.

    S&P/ASX 200 Index (ASX: XJO) shares are 0.3% lower at 9,055.3 points on Friday.

    As earnings season continues, brokers have declared greater confidence in several ASX 200 shares this week.

    Let’s review. 

    A2 Milk Company Ltd (ASX: A2M)

    The A2 Milk share price is $6.76, up 0.8% today and down 23% over 12 months.

    Over the past month, this ASX 200 consumer staples share has fallen 4%.

    Citi upgraded A2 Milk shares to a buy rating on Tuesday.

    The rating change came after A2 Milk released its FY26 results.

    The broker increased its 12-month price target from $7 to $7.40.

    This implies a potential 9% upside ahead.

    CSL Ltd (ASX: CSL)

    The CSL share price is $167.94, down 1.9% today and down 26% over 12 months.

    This ASX 200 healthcare share has ripped 38% amid a broader sector rebound over the past month.

    Jarden upgraded CSL shares to a buy rating following the company’s FY26 report.

    The broker has a 12-month price target of $207, suggesting 23% upside ahead.

    Insurance Australia Group Ltd (ASX: IAG)

    The IAG share price is $7.88, up 1% today and down 10% over 12 months. 

    Over the past month, this ASX 200 financial share has fallen 6%.

    Citi upgraded IAG shares to a buy call following the insurer’s FY26 results.

    The broker reduced its 12-month price target from $9 to $8.80.

    This implies a potential 11% upside ahead for IAG shares.

    Fortescue Ltd (ASX: FMG)

    The Fortescue share price is $17.88, down 0.4% today and down 9% over 12 months.

    Over the past month, this ASX 200 iron ore mining share has fallen 4%.

    Jefferies upgraded Fortescue shares to a hold rating yesterday.

    This followed Fortescue’s FY26 earnings report.

    Jefferies has a 12-month price target of $16.

    This suggest a potential 10% downside ahead.

    Megaport Ltd (ASX: MP1)

    The Megaport share price is $18.50, down 4.2% today and up 34% over 12 months.

    Over the past month, this ASX 200 tech share has fallen 2%.

    Morgan Stanley upgraded Megaport shares to a buy rating with a $25 target today.

    The change followed Megaport’s FY26 report this week.

    This implies a potential 35% upside ahead.

    Mirvac Group (ASX: MGR)

    The Mirvac share price is $1.90, down 0.2% today and down 21% over 12 months.

    Over the past month, this ASX 200 real estate share has risen 10%.

    Jefferies upgraded Mirvac shares to a buy call after reviewing the developer’s FY26 report.

    The broker raised its 12-month price target from $1.80 to $2.09.

    This indicates potential capital gains of 9% over the next year. 

    Treasury Wine Estates Ltd (ASX: TWE)

    The Treasury Wine Estates share price is $5.64, up 0.9% today and down 31% over 12 months.

    Over the past month, this ASX 200 wine share has skyrocketed 22%.

    Morgans upgraded Treasury Wine Estates shares after reviewing the company’s FY26 earnings.

    The broker increased its 12-month target from $5.95 to $7.30.

    This suggests a possible 30% upside ahead.

    Bendigo and Adelaide Bank Ltd (ASX: BEN)

    The Bendigo and Adelaide Bank share price is $10.33, up 1.1% today and down 21% over 12 months.

    Over the past month, this ASX 200 bank share has fallen 3%.

    Jarden upgraded Bendigo Bank shares to a buy rating after the bank released its FY26 report.

    The broker has an $11 target, which implies about 6% upside ahead.

    Further reading

    Check out 10 ASX 200 shares downgraded by analysts this week.

    Learn of 7 ASX 200 shares that received reaffirmed buy ratings this week.

    The post 8 ASX shares just upgraded by the experts appeared first on The Motley Fool Australia.

    Should you invest $1,000 in A2 Milk right now?

    Before you buy A2 Milk shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and A2 Milk wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Jefferies Financial Group, Megaport, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank and Treasury Wine Estates. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Everything you need to know about the Guzman Y Gomez dividend

    A smiling man take a big bite out of a burrito

    The Guzman Y Gomez Ltd (ASX: GYG) dividend has been announced along with the FY26 result. The numbers give shareholders a cash payout, along with insights into company performance.

    Excluding the US operations that are being closed, the company reported network sales growth of 17.9% to $1.38 billion, revenue increased 21.8% to $520.4 million, underlying operating profit (EBITDA) rose 28.7% to $85 million, and statutory net profit soared 31.6% to $40.6 million.

    The company also noted that it opened 35 new restaurants across Australia and Asia this year and added 62 new sites to its Australian development pipeline.

    With its profit generation in Australia, the business was able to declare a large final dividend with the FY26 result.

    Guzman Y Gomez dividend

    GYG has declared an FY26 final dividend of 40.6 cents per share and includes a special dividend of 14.4 cents per share.

    The special dividend retrospectively increases the implied dividend payout ratio for the interim dividend (which was 7.4 cents per share) to an implied dividend payout ratio of around 90% of underlying earnings to reflect the removal of US losses from its earnings.

    The increase of the dividend also reflects an increase in earnings and reduced Guzman Y Gomez share count after the completion of its share buyback.

    GYG’s board of directors also approved the extension of the share buyback program to a further $100 million.

    At the time of writing, following the jump of the Guzman Y Gomez share price, the final dividend represents a dividend yield of 1.6%, excluding franking credits, and 2.2%, including franking credits.

    When will this be paid?

    Before getting to the exciting payment date for the upcoming GYG dividend, we need to look at the ex-dividend date.

    The ex-dividend date is the cut-off day for investors who want to receive the payout. Investors need to own shares before this date to be entitled to the dividend.

    Guzman Y Gomez’s ex-dividend date for the FY26 final dividend is 15 September 2026, which is less than a month away. Therefore, investors have until the end of trading on 14 September 2026 to buy shares.

    The dividend will then be paid on 30 September 2026, which is just over a month away, so investors won’t have a long time to wait.

    There is no dividend reinvestment plan (DRP) relating to this upcoming dividend.

    What is the full-year GYG dividend yield?

    Based on the interim and final dividends, the business will deliver a full-year dividend of 48 cents per share. At the time of writing, that translates into a dividend yield of 1.9%, excluding franking credits, and 2.7%, including franking credits.

    The post Everything you need to know about the Guzman Y Gomez dividend appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Guzman Y Gomez right now?

    Before you buy Guzman Y Gomez shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Guzman Y Gomez wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor Tristan Harrison has positions in Guzman Y Gomez. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 3 ASX 200 gold stocks jumping higher on big news today

    A man leaps from a stack of gold coins to the next, each one higher than the last.

    Three fast-rising S&P/ASX 200 Index (ASX: XJO) gold stocks released their full-year FY 2026 earnings results this morning.

    And investors have responded by bidding all three stocks higher as we head into the Friday lunch hour, despite the 0.2% fall in the ASX 200 at this same time.

    Here’s what’s happening.

    Ramelius Resources Ltd (ASX: RMS)

    Ramelius Resources shares are up 0.8% at time of writing, swapping hands for $3.95 apiece.

    That sees this ASX 200 gold stock up 37% since this time last year.

    For FY 2026, Ramelius reported a 1% year-on-year increase in revenue to $1.03 billion.

    Underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) of $765 million were down 7%.

    On the bottom line, the gold miner reported a 33% year-on-year decline in underlying net profit after tax (NPAT) to $320 million.

    Profits and earnings were impacted in part by the lower production volumes associated with the completion of operations at the company’s Edna May project.

    Regis Resources Ltd (ASX: RRL)

    Regis Resources shares are also attracting attention today after the miner released its FY 2026 results.

    Shares in the ASX 200 gold stock are up 3.2%, trading for $8.49 each. That sees the Regis Resources share price up 90% in 12 months.

    Over the 12 months, Regis Resource produced 379,050 ounces of gold at an all-in sustaining cost (AISC) of $2,945 per ounce.

    The miner sold 373,879 ounces over the year, receiving an average price of $6,283 per ounce.

    This saw revenue increase by 43% from FY 2025 to $2.35 billion. And it helped the miner set a new record NPAT of $715 million, up a whopping 181% year on year.

    With profits soaring, management declared a fully-franked final dividend of 20 cents per share.

    Regis ended the year with cash and bullion holdings of $1.18 billion, up $667 million from the close of FY 2025.

    Genesis Minerals Ltd (ASX: GMD)

    The third ASX 200 gold stock making moves following the release of its full-year results is Genesis Minerals.

    Genesis Minerals shares are up 2%, trading for $8.17 apiece. That puts the share price up 93% since this time last year.

    FY 2026 was an eventful period for the miner, with gold production up 33% from FY 2025 to 285,402 ounces. Genesis produced the gold at an AISC of $2,670 per ounce.

    And earnings hit a new record high, with the company reporting a 110% lift in EBITDA to $952 million.

    Profits surged as well, with underlying NPAT up 147% to $547 million.

    And with profits rocketing, the ASX 200 gold stock delivered its first ever dividend, fully franked at 5 cents per share.

    Genesis Minerals ended the financial year with cash and equivalents of $520 million, up 81% from last year.

    The post 3 ASX 200 gold stocks jumping higher on big news today appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Genesis Minerals right now?

    Before you buy Genesis Minerals shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Genesis Minerals wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 August 2026

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor Bernd Struben has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.