The IPH Ltd (ASX: IPH) share price is in focus after the company reported a resilient FY26 result, with net profit after tax rising 16.9% to $80.4 million and total dividends up 5.5% to 38.5 cents per share.

What did IPH Limited report?

• Revenue rose 0.6% to $710.4 million
• Net profit after tax increased 16.9% to $80.4 million
• Underlying EBITDA of $205.9 million, down 0.6%
• Final dividend of 19.5 cents per share (30% franked), total FY26 dividend 38.5 cps
• Net tangible asset per share of $(0.94)
• Share buy-back: 5.4 million shares repurchased for $18.7 million

What else do investors need to know?

During the year, IPH continued to execute its strategy of organic growth, disciplined cost control, and investment in technology— including a stronger push into AI and digital platforms. The integration of Pizzeys and Applied Marks into Griffith Hack from 1 July 2026 is set to enhance service capability and scale for Australian clients.

IPH’s international diversification helped balance market challenges, with Canada delivering strong growth despite some delays in the Canadian Intellectual Property Office system, and Asia returning to revenue growth on a constant currency basis. The Australia/New Zealand segment remained soft due to lower US-originated patent work.

What did IPH Ltd management say?

IPH’s outgoing CEO and Managing Director, Dr Andrew Blattman, said:

As I reflect on my final year as Managing Director and CEO of IPH, I do so with a strong sense of pride in the business we have built together. It has been a remarkable journey from our origins as a single firm in Australia to the leading intellectual property services group we are today, operating across Australia, New Zealand, Asia and Canada and serving clients around the world.

What’s next for IPH Ltd?

Looking to FY27, IPH plans to focus on operational improvement and technology investment, including greater adoption of AI tools to improve efficiency and enhance service delivery. The group is also updating its dividend payout policy to a 70–90% range of statutory EPSA, offering more flexibility for future dividends.

Future strategy continues to emphasise strengthening international client relationships, growing work referred from the US, Europe, China, Japan and Korea, and supporting staff development across its global network. Management is confident IPH’s diversified revenue base and international reach position it well for long-term, sustainable growth.

IPH Ltd share price snapshot

Over the past 12 months, the IPH share price has underperformed the S&P/ASX 200 index (ASX: XJO) with a decline of 25%.

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The post IPH Ltd FY26 earnings: resilient profit growth and higher dividend 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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended IPH Ltd. 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.

Experts are always on the lookout for potential ASX share investment opportunities. With recent volatility, there may be some very undervalued stocks out there.

We’re going to look at two ideas that are positively rated by analysts and could deliver significant returns within the next year.

Projections are not guaranteed returns, of course, but the below names could be ones to watch closely because they could achieve strong double-digit capital growth in the year ahead.

Judo Capital Holdings Ltd (ASX: JDO)

Judo is a bank that focuses on providing loans to small and medium enterprises (SME), with a significant portion of funding coming from term deposits from self-managed superannuation funds (SMSFs), individuals and businesses.

The business recently reported its FY26 result, which included a number of positives.

Gross loans and advances (GLA) grew 18% to $14.7 billion and deposits rose 24% to $12.2 billion.

The net interest margin (NIM), a measure of its loan profitability in percentage terms, saw an improvement of 20 basis points (0.20%) to 3.13%.

Impressively, the cost-to-income ratio improved by a whopping 710 basis points (7.10%) to 45.3% thanks to ongoing operating leverage.

Despite some high-profile loan impairments, the company was still able to report statutory net profit growth of 29% to $111.1 million and profit before tax growth of 34% to $168.1 million.

In FY27, the ASX share is expecting a broadly stable NIM, stronger-than-the-market loan growth, continued improvement of the cost-to-income ratio and profit before tax growth of between 25% to 31% to a range of $210 million to $220 million.

According to CMC Invest, there have been eight ratings on the business within the last three months. The average price target from those eight analysts is $1.47, implying a possible rise of around 45% over the next year.

Aeris Resources Ltd (ASX: AIS)

Aeris Resources is another ASX share with positive analyst views on the business.

It’s an ASX mining share that produces copper, gold and silver. It said that its copper and gold production for FY27 will be broadly similar to FY26, though silver production is expected to reduce.

However, growth capital expenditure is expected to be significantly higher due to construction and waste stripping at the Constellation project. Exploration spending will also ramp up in FY27 – it could as much as double – with significant drilling programs.

I think the ASX share is exposed to promising long-term tailwinds for both copper and gold. Copper has demand tailwinds such as regular economic growth (such as house building and city expansion), growth of electricity grids, data centres, AI and so on.

According to CMC Invest, there have been six ratings on the business within the last three months. The average price target is 67 cents, suggesting a possible rise of 63% over the next year.

The post 2 ASX shares tipped to grow 40% or more in the next 12 months 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 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.

Value investors aim to generate capital gains by identifying ASX 200 (or smaller) stocks that are trading below their intrinsic value. 

By focusing on companies whose market prices do not fully reflect their underlying fundamentals, value investors seek to purchase assets at a discount and benefit as the market gradually recognises their true worth. 

This approach relies on fundamental analysis, patience, and the belief that market prices can diverge from a company’s intrinsic value in the short term.

Right now, there are two glaring examples amongst ASX 200 stocks that could have fallen far beyond fair value. 

For investors seeking to cash in on quality stocks trading at a value, here are two prime candidates to consider. 

JB Hi Fi Ltd (ASX: JBH)

This ASX 200 stock was making headlines this week when it experienced its worst single day loss on record. 

The retailer delivered record sales, higher profit and a much larger dividend, however investors ran for the hills as its share price tumbled over 12%. 

It seems investors were less concerned with the previous financial year results, and more concerned with slowing growth. 

The team at Morgans is less concerned however. 

In a comment out of the broker this week, it said it expects these headwinds to ease. 

JBH reported a broadly in-line FY26 result, with NPAT up ~3%. However, sales growth slowed in the 4Q, including turning negative in JB Hi-Fi Australia. The July trading update was below market expectations, with 3 out of 4 divisions reporting negative comparable sales growth, and tracking below 1H27 consensus. This was impacted by price increases, supplier stock shortages, weaker consumer backdrop and cycling a strong pcp. We expect some of these headwinds to ease as the year progresses, although the macro trading environment remains choppy.

The broker has a $82 price target on this ASX 200 stock, indicating a 16% upside. 

Harvey Norman Holdings Ltd (ASX: HVN)

Another ASX 200 retailer that presents a strong value play is Harvey Norman. 

It has been hit hard by several headwinds over the last 6 months, including an ASIC enquiry. 

However it may now have been oversold. 

The first attractive aspect of this ASX 200 stock is its dividend yield fetching over 6%. 

Secondly, brokers now see it as a value play with plenty of upside. 

At the time of writing, this ASX 200 stock is trading at roughly $4.60 per share. 

A recent target from Bell Potter of $6 per share indicates an upside potential of 30%. 

While our views on FY27e sees challenging conditions for retailers with a recovery weighted to 2H, on our revised estimates HVN continues to trade at a 1-year forward P/E of ~13x (as per BPe) which appears attractive.

The post Have these ASX 200 shares now fallen too far to ignore the value? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell 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 Harvey Norman. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.