The Super Retail Group Ltd (ASX: SUL) share price is in focus today after the company reported a 3.2% rise in group sales to $4.2 billion and a 5.3% uplift in online sales for the year ended 27 June 2026.

What did Super Retail Group report?

• Group sales up 3.2% to $4.2 billion
• Normalised net profit after tax (NPAT) down 2.8% to $226 million; statutory NPAT down 7.2% to $206 million
• Statutory earnings per share of 91.2 cents; normalised EPS of 100 cents
• Fully franked final dividend of 33 cents per share; total ordinary dividends for FY26 at 65 cents per share
• Online sales up 5.3% to $552 million, now 13.1% of group sales
• Net debt of $14 million, conservative balance sheet

What else do investors need to know?

Super Retail Group’s retail brands performed with mixed results. Rebel and Supercheap Auto delivered a strong top-line, while BCF faced softer trading, and Macpac’s sales momentum moderated in the fourth quarter due to mild winter conditions. The group opened 28 new stores and closed 13, expanding its physical footprint across brands.

Operating costs grew on the back of network expansion, wage and occupancy inflation, and investment in technology, including a new payroll system and a new automated distribution centre in Victoria. Inventory levels increased due to new stores and tactical supply planning, with aged inventory within target range.

What did Super Retail Group management say?

Group Managing Director and CEO Paul Bradshaw said:

Super Retail Group delivered a solid FY26 result, achieving record sales in the face of significant headwinds that included geopolitical instability in the Middle East, unfavourable weather and increasing interest rate pressure on households… While challenges in the broader retail landscape remain, I’m confident we have the team and strategy in place to meet evolving customer needs and deliver future growth.

What’s next for Super Retail Group?

Management has launched a new five-year strategy focused on growth and transformation, including further investment in technology and expansion of its store network. In the first seven weeks of FY27, total group sales are up 3.5% compared to the prior year, with strong starts from Supercheap Auto and BCF, though Macpac continues to be impacted by mild weather in Australia.

The group expects to open a net 18 new stores in FY27 and plans further investment in network expansion and Project Ignite, its ongoing transformation program. Uncertainty remains, with external factors such as higher interest rates, fuel costs, and geopolitical tensions impacting consumer confidence.

Super Retail Group share price snapshot

The Super Retail Group share price has struggled over the past 12 months, losing around 25% of its value. This compares to a modest 1.5% gain by the S&P/ASX 200 index (ASX: XJO).

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The post Super Retail Group grows sales in FY26, dividend maintained amid growth plans appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro 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 Super Retail Group. The Motley Fool Australia has positions in and has recommended Super Retail 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.

It has been a big week for Aussie investors with a large number of popular ASX shares releasing results.

Let’s see what Morgans is saying about three of these shares after reviewing their results.

BHP Group Ltd (ASX: BHP)

Morgans was pleased with BHP’s FY 2026 results, noting that it maintained a solid operating performance and benefitted from higher commodity prices.

However, due to its current valuation, the broker has downgraded BHP shares to a trim rating with a $55.30 price target. It said:

A solid FY26 result, with an upsized final dividend of US 99cps, against a share price that appears to already factor in more upside, we lower our rating to TRIM. Metal prices were a key driver, but BHP also maintained a solid operating performance on controllable factors against a tough backdrop in FY26.

CSL Ltd (ASX: CSL)

The broker notes that biotech giant CSL delivered a result broadly in line with expectations in FY 2026. 

It was particularly pleased to see that immunoglobulins demand has remained strong, the Seqirus business delivered seasonal influenza vaccine growth, and cost savings ahead of target.

In response, Morgans has retained its buy rating with a $187.71 price target. It commented:

The FY26 result was broadly in line with expectations, with revenue of US$15.8bn (+3% vs guidance) and underlying NPATA of US$3.1bn. Importantly, underlying Ig demand remains strong, Seqirus delivered seasonal influenza growth despite lower US immunisation rates and transformation savings reached US$176m ahead of target, although Vifor continues to face challenges. 

While FY27 targets flat top line growth, as Vifor remains a significant drag, the earnings trajectory is becoming increasingly skewed towards recovery, supported by stabilising plasma economics, cost-outs and improved commercial execution. We make modest changes to FY27-28 estimates and increase our blended DCF, PE and EV/EBITDA-based target price to A$187.71 on a multiple roll forward. BUY.

Hub24 Ltd (ASX: HUB)

Finally, Morgans was pleased with this investment platform provider’s FY 2026 results. 

It highlights that its EBITDA was up 30% and in line with expectations, while its net profit after tax was slightly ahead of estimates. 

Following a review of the results, Morgans has retained its accumulate rating with a $92.00 price target. It said:

HUB’s FY26 Group result was largely in line with expectations with underlying EBITDA of A$211.4m, up 30% on pcp, consistent with MorgansF/Consensus A$212m, and underlying NPAT of A$137.3m slightly ahead of MorgansF A$131.9m. Platform EBITDA however fell short of expectations due to slower revenue momentum in 2H26, which was outpaced by 2H26 Platform Opex growth. HUB’s FY28 FUA target of A$186-200bn points to FY28 net flows of ~A$18-19bn, however momentum through to Aug’26 appears to be running behind this due to elevated discretionary gross outflows. 

Whilst the timing of this roll-off remains uncertain, we see this as a near-term headwind and likely to abate, although it does suggest FY27 flows will track lower than FY26 (particularly vs. 1H26). Our EPS forecast moves by +/-1% in FY27-28F, which sees our price target revised to A$92.00/sh. We retain our Accumulate rating.

The post Buy, hold, sell: BHP, CSL, and HUB24 shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in CSL. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and Hub24. The Motley Fool Australia has recommended BHP Group, CSL, and Hub24. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX dividend stock Hearts and Minds Investments Ltd (ASX: HM1) may not be one of the most famous passive income shares, but it offers numerous benefits.

The dividend yields of BHP Group Ltd (ASX: BHP) and Commonwealth Bank of Australia (ASX: CBA) are only around mid-single digits right now. Plus, both of those ASX blue-chip share heavyweights have reduced their payout to shareholders this decade.

Hearts and Minds Investments is a much better choice right now, in my view, than many other ASX dividend stocks.

Diversification

Firstly, let’s talk about how Hearts and Minds operates.

It’s a listed investment company (LIC), which means it uses shareholder money to invest in different shares (or assets).

Hearts and Minds is different from most other LICs because its portfolio is not decided by a single fund manager. Instead, a number of investment professionals are involved, all working so that the LIC can donate an equivalent amount to medical research – it’s a great setup.

The portfolio has a very significant slant to international shares, though in previous years some of its largest holdings have been ASX shares.

A majority of the portfolio is decided by a group of portfolio fund managers who bring their best picks into the picture. The rest of the portfolio is decided at an annual investment conference where investment professionals each pitch their best idea.

So, it’s a best-pick portfolio that can give investors broad exposure to international stocks, which I think most Australians could benefit from.

Volatility has hampered performance in recent times, but it has still delivered respectable returns over the last few years. Over the three years to July 2026, the ASX dividend stock’s portfolio has returned an average of 12% per year after expenses (but before taxes).

Reliable payouts

Given those investment returns, the LIC can pay investors a steadily growing dividend.

It started paying a dividend in 2021 and hasn’t reduced its payout in that time. Hearts and Minds started paying dividends every six months in 2023 and has increased its half-year payout each year since 2024.

The board of directors of the business have provided guidance that the LIC will increase its half-year dividend by 0.5 cents every six months for the foreseeable future.

Big dividend yield

Another reason to like this ASX dividend stock is its high dividend yield. Therefore, the business is providing a large and growing payout.

Assuming it does continue increasing its payout by 0.5 cents every six months, the business should pay 20.5 cents per share over the next 12 months.

At the time of writing, that translates into a grossed-up dividend yield of 9.6%, including franking credits.

The ASX dividend stock trades at a significant discount

One of the main reasons why the dividend yield is so large so because it’s trading at a significant discount to its underlying assets.

The business reported that its pre-tax net tangible assets (NTA) was $3.65 at 7 August 2026. That means the Hearts and Minds Investments share price is trading at a 16% discount (at the time of writing) to that pre-tax NTA.

Buying good ASX dividend stocks at a significant discount also means that we’re more likely to see capital growth.  

A $1,000 investment buys…

If someone were to invest $1,000 in this ASX dividend stock, they could buy 326 shares of it. I think that’d be a solid choice today, among other leading ideas for passive income.

The post $1,000 buys 326 shares in an incredibly reliable ASX dividend stock appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Hearts And Minds Investments. 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.