When it comes to ASX dividend stocks, IPH Ltd (ASX: IPH) is a long-term high-yielding player.

At the time of writing, IPH shares are up around 1% and changing hands for $4.14 a piece.

The ASX dividend stock has performed well so far in 2026, climbing over 15% year to date. The share price has also rebounded an impressive 30% since hitting an all-time low of just $3.19 per share in March this year.

It hasn’t all been smooth sailing, though. The company has faced significant headwinds over the past few years, which have sent its share price crashing.

These include, underperformance by its Australia and New Zealand segments, concerns about transition to a new CEO, a declining volume of US patent filings, and currency volatility.

Since October 2022, when IPH shares spiked close to an all-time high of $9.22 a piece, they began a consistent and relentless tumble through to the end of 2025.

The most significant crash followed the company’s FY25 results in mid-August last year, when the share price fell 20% in just one day. 

So, while the year-to-date share price gains are impressive. Over the past 12 months, IPH shares are still down around 18%. 

Some investors might be put off by the falling share price and company headwinds. But I think the latest share price crash presents a rare opportunity to buy the high-yielding ASX dividend stock for cheap.

Here are three reasons why.

1. IPH has paid a reliable and consistent high-yield dividend

The ASX dividend stock has paid a regular semi-annual dividend payment to shareholders for years. IPH started paying a dividend to investors in 2016 and has gradually increased its annual payout each year since 2018.

It pays a high dividend yield, too. IPH maintains a high payout ratio of 80% to 90%. In March, the company paid its shareholders an interim dividend of 19 cents per share, 20% franked. That implies a yield of around 9.4% at the time of writing.

2. It has a defensive market position

IPH is an intellectual property (IP) services provider. Because IP protection is a legal necessity regardless of economic cycles, the company benefits from consistent cash flow and solid earnings visibility, even amid sharemarket volatility.

3. It has secured new executive leadership

Part of the headwinds facing IPH has been uncertainty about the company’s ability to transition its leadership to a new CEO. 

But in May, the company announced it had recruited for the position, and Tony O’Malley began the role as Managing Director and Chief Executive Officer earlier this month. 

He replaced Andrew Blattman, who flagged his retirement in November. Blattman will stay with the company for a transition period and continue providing support until 30 November 2026.

The update has clearly helped to ease some investor concerns and improve sentiment.

The post 1 ASX dividend stock down 18% I’d buy today! appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies 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 IPH Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

CSL Ltd (ASX: CSL) shares are climbing higher into the green in Thursday lunchtime trade.

At the time of writing, the shares are up around 0.5% and changing hands for $122.29 a piece.

Today’s uptick means the ASX biotech shares have now climbed around 15% over the past month and have rebounded 33% since a 15-year low in early June.

But there is still a long way for CSL shares to go before they’ve recouped the huge amount of losses shed over the past 18 months.

The shares are still down around 29% for the year-to-date and are 51% lower than trading prices 12 months ago.

The latest rebound is certainly a step in the right direction. But the question now is, can CSL shares keep climbing higher?

Here’s what the experts expect from the biotech stock over the next 12 months.

Buy, sell or hold: Here’s what brokers tip for CSL shares

It looks like market sentiment for CSL shares has shifted recently. Previously, brokers were incredibly bullish about the ASX healthcare shares and were confident of a strong upside ahead.

But now it looks like there’s a little more caution in the market.

Market Index data shows that the majority of brokers now have a hold rating on CSL shares. The $131.48 target price implies a potential 8% upside at the time of writing.

TradingView data also shows some ratings downgrades. Out of 18 analysts, 10 now have a hold stance on the biotech company’s shares, and another eight have a hold or strong hold rating.

The average target price is a little higher at $140.15, which implies a potential 15% upside at the time of writing. But some are still bullish that CSL shares could climb 64% to $199.68 over the next 12 months.

Morgans is one of the more optimistic brokers. It has a buy rating with a price target of $147.59, implying a robust upside ahead. The broker notes that CSL’s long-term story remains intact. However, it thinks that a sustained recovery in sentiment may take several quarters to fully materialise while investors wait for clear improvement in the company’s financials.

Elsewhere, the team at Macquarie is more cautious. The broker has a lower price target of $114 and a neutral stance. It cites uncertainty across CSL’s core plasma and albumin businesses, as well as ongoing competitive pressures.

My view on CSL shares

The latest rebound shows that investors are now looking forward to the company’s FY26 results announcement and any sign that management has been able to improve operations. 

I think there is a lot of potential for the company over the next few years. After all, CSL is operating in a high-growth market, and its blood plasma division dominates the market for rare blood disorders and immunoglobulin products. 

Global demand for plasma therapies is strong and growing, too. There is recurring demand and limited competition, which makes CSL well-placed to carve out a significant portion of the market.

I think that once CSL is able to turn around its financials, investor confidence will follow.

The post Here’s what brokers tip for CSL shares over the next 12 months appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies 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 and Macquarie Group. The Motley Fool Australia has recommended CSL and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The analyst team at Macquarie has recently issued new research notes on various companies in the resources sector.

I’ve picked out two ASX shares which might be of interest, respectively in the gas and mineral sands sectors.

Let’s have a look at who they like.

Amplitude Energy Ltd (ASX: AEL)

Macquarie notes in its recent report on Amplitude that the company is on track for a final investment decision for its East Coast Gas Project this quarter and first production in FY28.

Amplitude shored up the project in May, buying half of the Artisan gas field in the offshore Otway Basin from Beach Energy Ltd (ASX: BPT) for $58.3 million.

Amplitude Managing Director Jane Norman said regarding the deal:

Producing Artisan through Amplitude Energy’s existing infrastructure allows faster and lower-cost development of this gas for the east coast domestic market. Artisan development costs will significantly benefit from leveraging the existing East Coast Supply Project (ECSP) program and our readily-available infrastructure. This is a win-win for Amplitude, O.G. Energy and Beach with respect to optimising our respective Otway Basin positions. We expect to rapidly move to FID on the development phase of the ECSP over the next few months while the drilling of the Juliet and Annie wells is conducted, with Juliet now brought forward and drilling expected to commence by late July or early August.

Macquarie said there was downside pressure on gas prices from the Federal Government’s gas reservation scheme, but also noted that 80% of Amplitude’s 2026 gas volumes were under contract.

They added:

Latest gas market interventions drive a structural oversupply in domestic gas markets, but we believe incentives may ultimately be required to encourage investment in backfill supply projects (eg. carve outs, subsidies, creation of domestic trading credit market).

Macquarie has a price target of $2.15 on Amplitude shares compared to $1.49 currently.

Iluka Resources Ltd (ASX: ILU)

Macquarie said zircon pricing improved in the first quarter of 2026, with improved Chinese sentiment and tight premium zircon supply supporting the market.

In contrast, titanium dioxide markets remained weak, while rutile prices were also depressed through the second quarter, Macquarie said.

Despite that weakness, Macquarie has a bullish share price target on the stock of $8 compared to $6.30 currently.

The broker added:

While we see early signs of recovery in zircon markets, titanium dioxide feedstock markets remain weak and continue to present an earnings headwind for ILU. Construction of Eneabba Phase 3 remains underway, with completion targeted for 2HCY27, requiring investors to maintain a longer-term investment horizon.

The post A miner and an energy company to buy according to Macquarie appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England 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 Macquarie Group. The Motley Fool Australia has recommended Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.