BHP Group Ltd (ASX: BHP) shares have delivered a significant return in the last 12 months, rising by more than 50%, at the time of writing. The passive income has also been pleasing for investors.

As one of the biggest miners in the world, BHP enjoys significant scale benefits compared to many of its other smaller mining peers. BHP also has a habit of providing investors with pleasing payouts because of its commitment to returns.

BHP aims to provide shareholders with a minimum dividend payout ratio of at least 50% of earnings, which regularly results in a pleasing dividend yield.

Now that the FY26 result has been reported, investors can look ahead to what the payout might be in FY27. I’ll specifically look at what it would take to deliver $1,000 of passive income via BHP shares.

Payout projection for FY27

ASX mining shares are not like typical businesses where you may typically see steady progress and earnings year after year.

Miners like BHP are exposed to shifting commodity prices, which can be great when the resource price goes up but challenging if the resource price goes down. Commodity businesses can have powerful operating leverage that can work both positively and negatively.

The 2026 financial year was a good year. Revenue grew 15% to US$58.8 billion, underlying operating profit (EBITDA) rose 27% to US$32.9 billion and underlying attributable profit increased 30% to US$13.2 billion. This allowed the business to announce US$8.7 billion of cash returns to shareholders, which included the FY26 final dividend per share of US 99 cents per share.

The current forecast on Commsec implies the dividend in FY27 may not be as rewarding, though still solid. The current projection suggests a payout of A$2.07 per BHP share.

That possible dividend translates into a potential grossed-up dividend yield of around 4.5%, including franking credits, at the time of writing. It’s understandable why the possible dividend yield is not below 5% because the BHP share price has gone up so much in the last 12 months.

I believe the company’s payouts could grow in the longer-term because of its increasing focus on copper. Copper supply may not be able to keep up with the rising demand, which may lead to a rising copper price.

In the FY26 result, BHP wrote:

Copper fundamentals remain attractive. Demand is expected to grow from ~34 Mtpa today to >50 Mtpa by CY50, driven by traditional economic growth (home building, electrical equipment and household appliances), energy transition (renewables and electric vehicles) and digital (artificial intelligence and data centres). Current expectations are that copper demand associated with investment in data centres could grow around sixfold between 2024 and 2050, up to around 3 Mtpa.

Operational and project development challenges will place upward pressure on industry costs, potentially resulting in a higher and steeper copper cost curve.

What would it take for $1,000 of passive income?

If the FY27 projection comes true, an investor may need to own 484 BHP shares excluding the franking credits or 339 BHP shares with franking credits attached. This certainly isn’t a cheap BHP share price to invest at following the large rise of the ASX mining share. It may be worthwhile looking at other opportunities that could be better value.

The post How much must I invest in BHP shares to earn a $1,000 passive income in 2027? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Friday, Argo Global Listed Infrastructure Ltd (ASX: ALI) reported a full-year profit of $39.5 million for FY26, with a record fully franked dividend yield of 5.6%.

What did Argo Infrastructure report?

• Net profit after tax (NPAT): $39.5 million (down from $52.2m in FY25)
• Total assets: $529 million (up from $476m in FY25)
• Fully franked full-year dividends: 10.0 cents per share (a record high; up from 9.5c last year)
• Dividend yield: 5.6% (including franking)
• Portfolio performance: +13% (vs infrastructure index +9.5% and ASX 200 Accum. +6.1%)
• Total shareholder return: +19.2% for the year to 30 June 2026

What else do investors need to know?

Argo Infrastructure delivered its 17th consecutive fully franked dividend, bringing total dividends paid to shareholders since the company’s 2015 inception to 77.25 cents per share. The company’s diversified approach, managed by global specialist Cohen & Steers, has consistently outperformed across multiple timeframes.

AI-driven demand for data centres has spurred growth among holdings like Entergy, which gained 38% this year after securing a major power supply contract with Google. Exposure to utilities supporting technology giants such as Meta and Microsoft also contributed positively to returns.

What did Argo Infrastructure management say?

Managing Director Jason Beddow said:

We’re pleased that our global infrastructure portfolio not only delivered strong returns but continues to provide diversification and income for our shareholders, particularly in a year marked by volatility and rapid technological change.

What’s next for Argo Infrastructure?

Looking ahead, Argo Infrastructure expects the global listed infrastructure sector to remain resilient, underpinned by persistent demand for energy, especially from data centre expansion and digitalisation trends. While geopolitical and regulatory risks remain, the company sees ongoing opportunity in electric utilities and gas distribution.

Longer term, the board is optimistic that private investment in infrastructure, particularly connected to the rise in AI and cloud computing, will be essential as governments alone cannot meet soaring capital expenditure needs.

Argo Infrastructure share price snapshot

Over the past 12 months, Argo Infrastructure shares have risen 9%, outpacing the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post Argo Infrastructure FY26 earnings: Record dividend appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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 Alphabet, Amazon, and Microsoft. The Motley Fool Australia has recommended Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

On Friday, Energy Resources of Australia (ASX: ERA) revealed a half-year net loss after tax of $214 million, with revenue falling 21% to $25 million.

What did Energy Resources of Australia report?

• Revenue from ordinary activities down 21% to $25.0 million (HY25: $31.5 million)
• Net loss after tax widened significantly to $214.1 million (HY25: $35.4 million loss)
• Operating cash outflow of $97.4 million (HY25: $99.8 million outflow)
• Rehabilitation costs incurred of $101 million (HY25: $106 million)
• Rehabilitation provision increased by $134 million to $2.44 billion
• No interim dividend declared for the half-year

What else do investors need to know?

Energy Resources of Australia (ERA) continues to focus on the rehabilitation of its former Ranger mine, located within the culturally and environmentally sensitive Kakadu National Park. The company’s financial result was weighed down by an increase in rehabilitation provision costs, in particular from revisions to the Pit 3 capping methodology, which extended the closure timeline and expected costs.

At 30 June 2026, ERA held $1.07 billion in cash, term deposits, and security receivables, including $573 million in a Trust Fund controlled by the Commonwealth. ERA confirmed it has no debt. ERA’s shares have been suspended from trading since 15 June 2026, as majority owner Rio Tinto Ltd (ASX: RIO) pursues compulsory acquisition of the remaining shares. The acquisition timeline is delayed pending court appeal outcomes.

What’s next for Energy Resources of Australia?

ERA’s strategic priority remains the comprehensive rehabilitation of the Ranger Project Area, aiming for its potential reintegration into Kakadu National Park. Management now expects its funding reserves to cover rehabilitation out to late 2027, extending beyond the previous estimate.

Further studies and reforecasts are underway, especially after recent changes in Pit 3 capping methodology led to increased costs and an extended schedule. Additional funding will likely be necessary by Q4 2027 to meet the company’s rehabilitation obligations. ERA continues to work with government and stakeholders to ensure regulatory compliance and sustainable closure outcomes.

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The post Energy Resources of Australia: Loss widens on higher rehabilitation costs appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart 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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.