Profit season gives analysts plenty to work with in terms of identifying companies they think might be undervalued.

I’ve had a look at the recent broker reports and come up with two under-the-radar companies that brokers like the look of.

Let’s have a look at what they’re saying.

LGI Ltd (ASX: LGI)

LGI is an innovator in the energy space and converts biogas from landfill into energy.

The company delivered a solid FY26 result last week, with revenue of $39.8 million, up 17% on the previous year, and underlying net profit of $8.8 million, up 35%.

Chief Executive Officer Jarryd Doran said regarding the result:

In FY26 we outperformed all our key operational drivers with year-on-year biogas recovery increasing by 33%, Australian Carbon Credit Units created increasing 18%, and a 29% increase in renewable energy from our fleet of power stations. In summary, the Company’s strong operational performance was reflected in our financial results whereby we increased Net Revenue by 17%, and our Underlying EBITDA increased approximately 26%, delivering against our previously stated guided range. Looking forward, our efforts during the year in registering and commencing carbon abatement across 8 new sites lays important foundations for continued growth. Together with our completed capital raising in October 2025, we look forward to continuing to deliver against our strategy of expanding our pipeline of generation capacity to beyond 80MW.

Broker Morgans said they believed LGI was one of the best ways to get exposure to the decarbonisation thematic on the ASX.

They said:

Despite more modest expectations for FY27, we remain positive over the medium term given the material development pipeline ahead and strong operating leverage across the portfolio as the group scales and executes its meaningful battery rollout across new and existing sites.

Morgans has a price target on LGI of $3.60 compared to $2.38 currently.

Hansen Technologies Ltd (ASX: HSN)

UBS said in its full-year report that Hansen delivered softer-than-expected revenue of 4%, but good margins meant it hit targets for cash EBITDA.

Underlying net profit was strong, coming in 22.5% higher than the previous corresponding period at $48.5 million.

Hansen Chief Executive Officer Andrew Hansen said regarding the result:

FY26 demonstrated the resilience of Hansen’s business model. In a more cautious environment, we have remained focused on disciplined execution, protecting earnings quality while continuing to invest for long-term growth. What we have seen during the year, with regards to revenue, is primarily caused by mix and foreign exchange. We continue to have a solid pipeline of demand for our products and services. Our recurring revenue base continues to improve, providing stability and visibility through the cycle. AI is increasingly driving productivity, operating leverage and long-term margin expansion.

The company said AI had been a large focus, and an AI enablement team had been set up to drive capability across the workforce.

UBS said they saw FY27 as a “transition year” for the company, but still have a bullish price target of $5.95 on the shares, compared to $3.31 currently.

The post 2 ASX shares tipped by brokers to return 48% to 82% appeared first on The Motley Fool Australia.

More reading

• LGI posts FY26 earnings growth and expands renewable energy portfolio
• Buy, hold, sell: Premier Investments, Hansen Technologies, Santos shares
• This ASX 300 technology stock is tipped to double in the next 12 months
• Hansen Technologies appoints new CEO as Andrew Hansen becomes Executive Chair
• ASX 200 utilities shares gained 7% while the broader market fell heavily last week

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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended LGI Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There aren’t too many blue-chip ASX 200 shares that still offer dividend yields of 5% today, let alone 6%. But Bendigo and Adelaide Bank Ltd (ASX: BEN) is one of the rare few. Yes, Bendigo Bank shares are currently trading on a trailing dividend yield of 6.05%.

As such, we can probably conclude that there were more than a few income investors watching with interest this morning as Bendigo and Adelaide Bank revealed the next shareholder payment that investors can expect.

As we covered this morning, it was a solid, if uninspiring, report from Bendigo Bank. This ASX 200 bank stock told the market that its cash earnings for the 12 months ended 30 June were $30.2 million, up 3% over FY 2025. That helped the bank post statutory earnings after tax of $375.1 million, helped by a 1.5% growth in total lending and a 2.2% increase in customer deposits.

The second half of the financial year was particularly strong for Bendigo Bank. Cash earnings rose 6.8% compared to the same half in 2025 to $273.8 million, while expenses dropped 2.1%.

Is Bendigo Bank shares’ 6% yield holding firm?

But let’s get to Bendogo Bank’s latest dividend. In some decent news for income investors, this bank’s dividend will not be changing. Yes, Bendigo and Adelaide Bank today revealed that its final dividend for 2026 will come in at 33 cents per share. That’s unchanged and flat on 2025’s final dividend. As such, that 6% yield that we currently see on Bedigo Bank shares will be holding for the time being.

That 33-cent-per-share final dividend, coupled with March’s interim dividend of 30 cents per share, gives an annual total of 63 cents per share. That’s the same annual amount that Bendigo Bank has paid since 2024.

This latest final dividend will arrive in investors’ bank accounts on 30 September next month. Like almost every payout from this bank, this dividend will come with full franking credits attached.

For anyone who doesn’t yet own Bendigo Bank shares but wishes to receive this dividend, the shares are scheduled to trade ex-dividend on 1 September. Investors will need to own shares by the end of August to be eligible to receive this payout.

There is also the option to receive additional Benido Bank shares in lieu of a cash payment with this company’s dividend reinvestment plan (DRP). The cut-off date for DRP participation is 3 September.

The post 6%: Bendigo Bank just unveiled its latest dividend appeared first on The Motley Fool Australia.

More reading

• Why PLS, Bendigo Bank and Ampol shares are turning heads on Monday
• Bendigo and Adelaide Bank FY26 earnings: profit lifts to $375.1 million, dividend steady
• 5 things to watch on the ASX 200 on Monday
• 8 ASX shares just upgraded by the experts
• How much passive income could I earn from a $630,000 superannuation balance?

Motley Fool contributor Sebastian Bowen 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 positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Ampol Ltd (ASX: ALD) shares are storming higher in Monday lunchtime trade.

At the time of writing, the petroleum company’s shares are up around 4% and trading at an all-time high of $41.42 a piece.

Today’s hike means the shares are now up 29% for the year to date, and have rallied 40% higher over the past 12 months.

The latest increase comes off the back of Ampol’s first-half FY26 results, which it posted to the ASX ahead of the market open this morning.

Investors are clearly thrilled with the update, and many are rushing to snap up its shares while they’re still trading for cheap. 

Ampol announced that its Group replacement cost operating profit (RCOP) came in 152% higher versus the first half of FY25, RCOP NPAT surged a huge 376% compared to the prior corresponding period, and statutory NPAT came to $1,363 million, compared to a loss of $25 million last year.

The strong result also meant Ampol was able to raise its fully-franked interim dividend to 185 cents per share, more than four times the prior year.

Ongoing concerns around global oil supply have also helped drive the shares higher over the past 12 months. 

Ampol is Australia’s largest transport energy distributor and retailer, with more than 1,800 Ampol-branded service stations across the country. 

The company has also posted a few updates that have gathered investor attention. In June, Ampol received the green light, with conditions, from the Australian Competition and Consumer Commission (ACCC) for a proposed acquisition of fuel and convenience store operator, EG Australia. 

It also previously confirmed a 10% increase in refinery production, higher refiner margins, and increased production in its Q1 FY26 trading update.

What do brokers tip next for Ampol shares?

Brokers have a very positive stance on Ampol shares, but after today’s price increase, the average target price now implies a downside ahead.

I expect to see the experts revise their forecast for Ampol shares in the coming days, but at the time of writing, Market Index data shows that the majority of brokers have a buy rating on the shares, and the $41.25 average target price implies a potential 0.5% downside.

TradingView data shows something similar. Out of 10 analysts, five have a buy/strong buy rating on the stock. Four more rate Ampol shares as a hold and one as a sell.

The average $41.78 target price implies a potential 1% upside over the next 12 months, at the time of writing. But the more bullish of the bunch think there is potential for the shares to climb another 19% to $49.25.

So, if I invest $5,000 into Ampol shares today, what could they be worth in 12 months?

These forecasts suggest that a $5,000 investment in Ampol shares today could rise slightly to somewhere around $5,050 within the next 12 months. 

Or if the more bearish broker forecasts are correct, we could see the same investment climb as high as $5,950 by this time next year.

The post By August 2027, $5,000 invested in Ampol shares could turn into… appeared first on The Motley Fool Australia.

More reading

• Everything you need to know about the monster Ampol dividend
• Why PLS, Bendigo Bank and Ampol shares are turning heads on Monday
• Ampol profit and dividend surge in first-half 2026 results
• 2 ASX blue-chip shares experts rate as compelling
• Ampol Ltd delivers huge earnings jump as supply chain supports profit growth

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 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.