On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week with a small decline. The benchmark index fell 0.25% to 9,058.9 points.

Will the market be able to bounce back from this on Monday? Here are five things to watch:

ASX 200 expected to rise

The Australian share market looks set for a solid start to the week following a good session on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 41 points or 0.45% higher. In the United States, the Dow Jones rose 1%, the S&P 500 climbed 0.45%, and the Nasdaq pushed 0.45% higher.

Oil prices rise

It could be a positive start to the week for ASX 200 energy shares Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) after oil prices rose on Friday night. According to Bloomberg, the WTI crude oil price was up 0.25% to US$87.06 a barrel and the Brent crude oil price was up 0.65% to US$94.39 a barrel. This was despite reports claiming that the Iranian government wants to end the war soon.

GYG shares downgraded

Guzman Y Gomez Ltd (ASX: GYG) shares are around fair value now following a recent rally according to analysts at Bell Potter. In response to the quick-service restaurant operator’s FY 2026 results, the broker has downgraded its shares to a hold rating with an improved price target of $27.30. It commented: “While we think GYG is a clear leader in the QSR space after displaying strong comp sales growth, margin expansion, and further network growth opportunities, we see near-term cost headwinds and a consumer slow-down as a risk to FY27 guidance and view the current multiple as fairly valued. While we increase our PT ~11%, it is only a modest premium to the share price, so we downgrade to HOLD.”

Gold price jumps

It is likely to be a strong start to the week for ASX 200 gold shares Capricorn Metals Ltd (ASX: CMM) and Northern Star Resources Ltd (ASX: NST) after the gold price jumped on Friday night. According to CNBC, the gold futures price was up 2.4% to US$4,680.6 an ounce. The precious metal hit a three-month high on US dollar weakness.

ASX 200 results

A number of ASX 200 shares will be on watch on Monday when they release their latest results. Among the names to watch are Dan Murphy’s owner Endeavour Group (ASX: EDV) regional bank Bendigo and Adelaide Bank Ltd (ASX: BEN), lithium leader PLS Group (ASX: PLS), and health insurance company NIB Holdings Limited (ASX: NHF).

The post 5 things to watch on the ASX 200 on Monday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Endeavour Group and Woodside Energy Group Ltd. 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 and NIB Holdings. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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.

View Original Announcement

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.