S&P/ASX 200 Index (ASX: XJO) shares are up 0.4% to 9,142.1 points on Tuesday.

As earnings season continues, let’s check out some new ratings from the experts today.

DigiCo Infrastructure REIT (ASX: DGT)

The DigiCo Infrastructure REIT share price is $2.47, down 0.4% today and down 22% over 12 months. 

Morgans has a buy rating on this ASX 300 real estate investment trust (REIT) after reviewing its FY26 report.

The broker said: 

The signed Letters of Intent (LOIs) over the remaining 52MW would take the Australian portfolio to full capacity — a strong demand signal that de-risks management’s pathway to $250m of EBITDA.

However the ramp-up in earnings is back-ended, hence FY27 guidance was ~8% below MorgansF and ~13% below Consensus.

Liquidity of ~$1.2bn funds the ~$1.2bn capex bill, with management calling out no need for additional equity.

We still see clear value, but the cashflows are pushed out — this is now an FY28-into-FY29 story.

Telstra Group Ltd (ASX: TLS)

The Telstra share price is steady at $4.72 on Tuesday, and down 6% over 12 months. 

John Athanasiou from Red Leaf has a hold call on this ASX 200 communications share following the telco’s FY26 results.

He explained (courtesy The Bull):

Telstra’s investment case has improved materially, supported by a stronger mobile business, better earnings momentum and improving shareholder returns.

Its mobile network remains the company’s key competitive advantage, providing pricing power, scale and dependable cash generation.

The market has increasingly recognised Telstra’s defensive qualities, which, we believe, are reflected in the share price.

Telecommunications also remains a capital intensive industry, requiring significant ongoing investment to maintain network leadership.

For existing shareholders, the combination of relatively stable earnings, dividends and a strong mobile franchise remains attractive.

However, for new investors, the upside appears less compelling after a recent re-rating.

Telstra is among 16 ASX 200 shares going ex-dividend this week.

The telco will pay a 90% franked dividend of 10.5 cents per share on 24 September.

Commonwealth Bank of Australia (ASX: CBA)

The CBA share price is $158.83, up 1.3% today and down 7% over 12 months. 

Tony Locantro from Alto Capital has a sell rating on the market’s biggest ASX 200 bank share following its FY26 results.

Locantro said: 

The CBA remains Australia’s leading banking franchise and delivered another strong result in full year 2026.

Cash net profit after tax of $10.982 billion was up 7 per cent on the prior corresponding period. The full year dividend of $5.05 a share, fully franked, was up 4 per cent.

Strong lending, deposit growth and a robust capital position continue to demonstrate the quality of the business.

However, operating expenses and loan impairment expenses increased.

The CBA continues to trade at a substantial valuation premium to domestic banking peers. Although the underlying business remains strong, the premium valuation leaves little room for disappointment and may potentially constrain prospective returns.

The post Buy, hold, sell: DigiCo Infrastructure REIT, CBA, Telstra shares appeared first on The Motley Fool Australia.

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

September is almost here, which makes now a good time to think about where fresh money could go next.

The good news is that investors do not need to make a big call on one company to improve their portfolio.

ASX exchange traded funds (ETFs) can provide exposure to dozens, hundreds, or even thousands of shares in a single trade.

With that in mind, here are three ASX ETFs that could be worth considering next month.

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF could be a great starting point for many Australian investors.

This fund tracks Wall Street’s famous S&P 500 Index, which is home to many of the largest listed companies in the United States.

That means investors can gain exposure to businesses involved in cloud computing, artificial intelligence, healthcare, payments, consumer brands, industrial products, financial services, and entertainment.

One of the strengths of this ETF is that it does not rely on a single theme. The US market has a deep collection of companies that sell into global markets, reinvest heavily, and have long records of adapting as the economy changes.

For Aussie investors, this can be a simple way to look beyond the local share market and own a slice of some of the world’s most important businesses.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

Another ASX ETF to look at in September is the Betashares Asia Technology Tigers ETF.

This fund offers exposure to large Asian technology companies across areas such as semiconductors, ecommerce, digital payments, online entertainment, gaming, and internet platforms.

This could be an attractive part of the market because Asia is not just a manufacturing base or a consumer region. It is also home to technology companies that are deeply involved in how the digital economy is built and used.

There are risks. Regulation, geopolitics, currencies, and market sentiment can all create volatility. But for investors wanting technology exposure outside the United States, this ETF offers a focused way to get it.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

A final ASX ETF for investors to consider is the Betashares Global Robotics and Artificial Intelligence ETF.

This fund is aimed at companies involved in robotics, automation, artificial intelligence, drones, and related technologies.

What I like about this area is that it is not just about software on a screen. Robotics and automation can change how factories operate, how warehouses move goods, how hospitals handle work, how farms lift productivity, and how logistics networks become more efficient. That gives the ETF exposure to a long-term shift in the real economy.

It will almost certainly not be a smooth ride. The theme can attract excitement, and valuations can move around quickly. But over the long term, machines doing more work in more places could be a powerful investment trend.

The post 3 amazing ASX ETFs for Aussie investors in September appeared first on The Motley Fool Australia.

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• 15% for 10 years: Is this ASX ETF a no-brainer buy?
• 3 growth focussed ASX ETFs that could beat the market in FY27
• How much is needed in superannuation to target a $40,000 annual passive income?
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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended iShares S&P 500 ETF. The Motley Fool Australia has recommended iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Coles Group Ltd (ASX: COL) shares just became an even more attractive passive income buy.

The S&P/ASX 200 Index (ASX: XJO) supermarket giant delivered the good news to investors this morning with the release of its full year FY 2026 results.

With full year profits and revenue rising, Coles lifted its final dividend payout by more than 15% from last year.

Now, if you follow along with Coles shares, you’ll know this stock has long been popular with passive income investors for its lengthy track record of paying two fully franked dividends per year. Even during the pandemic-addled year of 2020.

And while there are higher yielding stocks, Coles shares, currently trading for $22.43 apiece, have also gained around 8% over the past 12 months. That’s worth keeping in mind, as even a high-yielding ASX stock that loses significant share price value could see your wealth go backwards.

Before we dig into the numbers, also be aware that one of the two figures we’re using below come from Cole’s interim dividend, which was paid out on 30 March.

That means we’re working partly with the pending dividend yield and partly with a trailing yield. Future yields may be higher or lower depending on a range of company specific and macroeconomic factors.

With that in mind…

Buying Coles shares for a $5,000 annual passive income

Coles paid a fully franked 41 cents per share interim dividend in March.

Today, the ASX 200 supermarket declared a fully franked 37 cents per share dividend.

If you want to bank that passive income payout, you’ll need to own Coles shares at market close on 2 September. The stock trades ex-dividend on 3 September. You can then expect to see that Coles dividend land in you bank account on 22 September.

In total then, Coles has (or shortly will have) paid out 78 cents in fully franked dividends over the past year. That’s up 13% from the company’s FY 2025 payouts.

So, for you $5,000 yearly passive income stream, you’d need to buy 6,411 shares today.

At the current share price, that represents an investment of $143,799.

Coles shares trade on a fully franked dividend yield of 3.5%. Taking those franking credits into account, the ASX 200 stock trades on a grossed-up yield of 5.0%.

What’s the latest from the ASX 200 supermarket?

For FY 2026, Coles reported a 2.8% year on year increase in sales revenue to $45.58 billion.

And driving the increased passive income payout, the company achieved a 13.7% lift in net profit after tax (NPAT) to $1.26 billion (excluding significant items).

The post How many Coles shares do I need to buy for $5,000 a year in passive income? appeared first on The Motley Fool Australia.

More reading

• Why is everyone talking about Coles, Ramelius Resources and Woodside shares on Tuesday?
• Coles Group grows profit and dividend as Supermarkets shine in FY26
• 5 things to watch on the ASX 200 on Tuesday
• 7 ASX 200 shares with reaffirmed buy ratings this week
• Is the Coles share price good value?

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 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.