BHP Group Ltd (ASX: BHP) shares have delivered some outsized gains over the past year.

In Monday afternoon trade, shares in the S&P/ASX 200 Index (ASX: XJO) mining giant were changing hands for $67.41 apiece. That sees the share price up an impressive 56.3% in 12 months, smashing the 1.6% one-year returns posted by the benchmark index.

And we shouldn’t leave out the two fully franked BHP dividends, totalling $2.431 a share, that BHP paid – or shortly will pay – to eligible stockholders.

The miner will pay out its final dividend of $1.392 on 23 September. BHP shares trade ex-dividend on 3 September. And with the company’s profits up 9% year-on-year to AU$13.7 billion, that final payout is up 51.5% from the FY 2025 final BHP dividend.

Which brings us back to our headline question.

BHP shares: Buy, hold or sell?

Red Leaf Securities’ John Athanasiou recently ran his slide rule over the Aussie mining giant (courtesy of The Bull).

“This high-quality company offers exposure to global resources,” he said.

Commenting on BHP’s FY 2026 results, Athanasiou said, “The company posted attributable profit of US$9.8 billion in full year 2026, up 9% on the prior corresponding period. Revenue of US$58.8 billion was up 15%.”

And Athanasiou sounded a bullish note on BHP’s growing copper exposure.

“The company’s copper portfolio is positioned to benefit from electrification, renewable infrastructure, power grid investment and data centre growth,” he said.

Indeed, BHP shares have gotten support as the copper price has rocketed more than 69% over the last year, recently trading for US$14,216 per tonne.

That saw BHP report a 48% year on year increase in underlying earnings before interest, taxes, depreciation and amortisation (EBITDA) from its copper division to US$18.2 billion, despite a 3% decline in copper production to 1.95 million tonnes.

It also saw copper contribute 54% of BHP’s full year earnings.

But Athanasiou is less optimistic about the global iron ore market.

“However, BHP remains heavily exposed to iron ore, leaving earnings sensitive to Chinese demand and commodity price movements,” he said.

Recently trading for US$95 per tonne, the iron ore price is down around 6% over the past 12 months.

BHP reported FY 2026 underlying EBITDA from its iron ore division of US$14.5, up 1% year-on-year.

Connecting the dots, Athanasiou issued a hold recommendation on BHP shares.

He concluded:

The quality of BHP’s asset base, balance sheet and diversified portfolio leaves existing shareholders with little reason to sell. However, after a solid run, prospective investors may be better served waiting for a potentially more attractive entry point.

The post With profits surging to $13.7 billion, are BHP shares a buy, hold or sell now? appeared first on The Motley Fool Australia.

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

The GenusPlus Group Ltd (ASX: GNP) share price is in focus today after the company delivered record revenue of $1.281 billion, surging 70.5% year on year, and normalised EBITDA of $100.8 million, up by nearly 50%.

What did GenusPlus Group report?

• Revenue was $1.281 billion, up 70.5% from FY2025’s $751.3 million
• Normalised EBITDA grew 49.6% to $100.8 million
• Underlying NPAT rose 44% to $54.7 million
• Operating cash inflow reached $194.0 million
• Total dividends for FY2026 were 5.6 cents per share, fully franked, up 55.6%
• Orderbook sits at $2.2 billion (excluding recurring revenue)

What else do investors need to know?

GenusPlus finished the financial year with a strong cash balance of $476 million, boosted by a successful $195.6 million equity raise completed in May 2026. The funding supported the acquisition of MPK, which was completed on 1 July 2026, further strengthening GenusPlus’ east coast presence and broadening its service offering.

The company also reported ongoing integration of recent acquisitions, including MPK and Commtel. These integrations are progressing as planned, with the MGC integration nearing completion and Commtel now operating under an improved management structure. GenusPlus continues to prioritise safety, achieving a Total Recordable Injury Frequency Rate of 2.6 for FY2026

What did GenusPlus Group management say?

Managing Director David Riches said:

The business has delivered exceptional results in FY2026 with record revenue, EBITDA and NPAT. Additionally, the group continued to see a very strong orderbook with significant renewable energy and Rewiring the Nation projects moving into execution… Our staff are our key asset to drive the success of Genus.

What’s next for GenusPlus Group?

GenusPlus is forecasting continued strong growth, with an EBITDA target of $200–205 million for FY2027. The company also expects recurring revenue to reach around $764 million next year, thanks to contributions from MPK. The business believes it is well positioned to benefit from Australia’s energy network transition and increased demand from the data centre market.

Looking ahead, GenusPlus plans to keep investing in its east coast operations, explore more merger and acquisition opportunities, and continue growing its capabilities in gas, water, and rail. Its orderbook and pipeline of tendered work suggest further momentum for the business.

GenusPlus Group share price snapshot

Over the past 12 months, GenusPlus shares have risen 91%, significantly outperforming the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post GenusPlus Group FY26 earnings: Record results and outlook 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 GenusPlus Group. The Motley Fool Australia has recommended GenusPlus Group. 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.

The Cedar Woods Properties Ltd (ASX: CWP) share price is in focus today as the company posted a record net profit after tax (NPAT) of $65.6 million for FY26, up 36% on last year, and announced a fully franked final dividend of 25.0 cents per share.

What did Cedar Woods report?

• Record FY26 NPAT of $65.6 million, up 36% from $48.1 million in the previous year
• Full-year revenue rose to $502.4 million, up from $465.9 million (an increase of 8%)
• Record earnings per share of 77.9 cents, up 33% on prior year
• Fully franked final dividend of 25.0 cents per share declared, bringing total FY26 dividends to 39.0 cents, up 34%
• Record presales of $830 million at 30 June 2026, representing more than 90% of forecast FY27 revenue
• Strong balance sheet with $120 million in available liquidity and gearing at 18%

What else do investors need to know?

Cedar Woods reported a notable increase in enquiries and sales, with gross sales up 5% for FY26 and net sales also rising 5% to hit new highs. Presales provide substantial earnings visibility for FY27, reducing near-term risk.

The company also strengthened its development pipeline with acquisitions in Western Australia, Victoria, and Queensland, adding more than 1,100 new lots and units. In addition, a new WA acquisition after year end allowed expansion of its Bushmead estate.

Cedar Woods completed successful joint venture projects during the year and continues to prioritise partnerships to grow its portfolio.

What did Cedar Woods management say?

Cedar Woods Managing Director Nathan Blackburne commented:

FY26 was the strongest year in Cedar Woods’ history, with record results across the key financial and operating measures of the business. The result demonstrates the earnings leverage in the portfolio when higher settlement revenue is combined with stronger margins.

What’s next for Cedar Woods?

Looking ahead to FY27, Cedar Woods is targeting 15% NPAT growth, underpinned by its record $830 million in presales, with over 90% of forecast revenue already contracted. The company expects gross margin to remain steady and anticipates softer residential sales conditions early in FY27 before sentiment improves as rates stabilise.

Management highlighted the company’s robust pipeline of more than 9,600 lots, homes and offices across four states, and strong balance sheet capacity to pursue further growth through acquisitions and partnerships.

Cedar Woods share price snapshot

Over the past 12 months, Cedar Woods shares have declined 5%, trailing the All Ordinaries Index (ASX: XAO), which has risen 1% over the same period.

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The post Cedar Woods reports record earnings and targets 15% FY27 profit growth 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 recommended Cedar Woods Properties. 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.