Author: openjargon

Two of the best-known ASX retail stocks are JB Hi-Fi Ltd (ASX: JBH) and Harvey Norman Ltd (ASX: HVN).

This sector relies heavily on economic conditions and consumer sentiment. These pressures have kept the sector lower in the past year.

The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) has lost 7.7% in the past 12 months.

Here’s what experts are tipping for the ASX retail stocks. 

JB Hi-Fi Ltd

The group sells consumer electronics, electrical products and white goods through its JB Hi-Fi, JB Hi-Fi Home and The Good Guys brands.

The ASX retail stock has dropped about 12.5% over 12 months and is down 7.6% in 2026, at the time of writing.

On Monday, the electronics and homewares retailer posted a 7.3% increase in sales to a record $6.1 billion. Net profit was up 7.1% to $305.8 million and the interim dividend was boosted by a massive 23.5% to 210 cents per share.

What’s the verdict on the ASX retail stock? Analysts are split, but some remain firmly bullish.

Macquarie Group is the most optimistic. Analysts argue market concerns are overdone and they see tailwinds ahead, including ongoing tech upgrade cycles.

The broker has a 12-month price target of $106 versus the current share price of $88.94. If delivered, that implies a 19% upside.  

Citi also rates the ASX retail stock a buy but trimmed its target from $110 to $100. The team was “positively surprised” by gross margins at JB Hi-Fi and The Good Guys. Based on history — just one major downgrade in 15 years — Citi sees limited risk of sharp earnings cuts.

Morgans Financial takes a more cautious stance. It rates the retailer a hold and lowered its price target from $95 to $87. Morgans described the latest profit result as ‘solid’. The team acknowledged the company’s market leadership but cut earnings forecasts on softer sales growth assumptions.

Harvey Norman

It’s a very different story for Harvey Norman. The ASX retail stock has surged more than 22% over the past 12 months, ranking among 2025’s top retail performers. Strong FY25 results drove the rally.

Beyond electronics and furniture, Harvey Norman also owns a large property portfolio. This adds stable income and underpinning dividends.

So, what’s next for the ASX retail stock— more upside, or time to lock in gains?

Like rival JB Hi-Fi, Harvey Norman also offers income appeal. It’s forecast to deliver a fully franked dividend yield of 4.5% in FY26.

At Bell Potter, analysts see value in Harvey Norman as an ASX dividend play. They point to its franchise model, which throws off strong cash flow and gives the retailer flexibility in tough conditions.

Bell Potter forecasts fully franked dividends of 30.9 cents in FY26 and 35.3 cents in FY27. At $6.38 a share, that implies yields of 4.85% and 5.5%.

The broker rates the ASX retail stock a buy with an $8.30 price target. That’s on the upper end of TradingView data. Analysts have set the average 12-month price target at $7.30. That points to a potential gain 14.7% and a little over 19% in total returns, including dividends.

The post Which ASX 200 retail stock looks stronger: JB Hi-Fi or Harvey Norman? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Why BHP, JB Hi-Fi, Judo Capital, and PEXA shares are storming higher today
• Is JB Hi-Fi a buy, sell or hold following its half-year result?
• Here are the top 10 ASX 200 shares today
• Up 23%: Everything you need to know about the massive JB Hi-Fi dividend

Motley Fool contributor Marc Van Dinther 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.

SRG Global Ltd (ASX: SRG) shares have surged over the past year.

During this time, the ASX share has risen by almost 100%.

The good news is that following the diversified industrial services company’s first-half results and an upgrade to its full-year guidance, Bell Potter believes there is still further upside on offer.

Here’s what the broker is saying.

Solid first half, modest miss

The ASX share reported a 20% increase in underlying group EBITDA for the first half. While this was strong, it was slightly below Bell Potter’s expectations. The broker said:

SRG reported underlying Group EBITDA of $71.0m, up 20% YoY, and 3% below BPe. 1H FY26 financial result: Group EBITDA and EBIT(A) missed our expectations by 3% and 4%, respectively, driven by weaker than forecast E&C revenue and EBITDA margin.

Importantly, excluding the recently acquired TAMS business, the base Maintenance & Industrial (M&I) business continued to perform strongly. Bell Potter notes:

Stripping out TAMS revenue and our expectation of EBITDA from the M&I segment financials, the base M&I business delivered revenue of $470.7m (BPe $463.2m), up 21% YoY, and EBITDA of $64.9m (BPe $64.6m), up 14% YoY.

Guidance upgraded

The key takeaway from the result was the upgrade to the ASX share’s full-year guidance. Bell Potter said:

FY26 guidance: Group EBITDA guidance was upgraded to $164-168m (previously >$163.0m; BPe $163.8m; VA $163.5m). Group EBIT(A) guidance was raised to $126-130m (previously >$125.0m; BPe $125.2m; VA $125.7m).

The broker acknowledges that the midpoint of the upgraded EBITDA guidance implies a heavier weighting to the second half. This is largely due to a greater contribution from TAMS compared to the two months included in the first half.

Should you buy this ASX share?

According to the note, the broker has responded to the half-year result by retaining its buy rating and lifting its price target to $3.15 from $3.00.

Based on its current share price of $2.79, this implies potential upside of 13% for investors over the next 12 months.

In addition, a 2.3% dividend yield is expected, boosting the total potential return beyond 15%.

Commenting on its buy recommendation, Bell Potter said:

Our upgraded Target Price implies a NTM PE(A) of 21.2x (a 17% premium to the Industrials Services peer group). This premium is justified given management’s consistent track record for delivering acquisition accretion, organic business EPS(A) growth, managing execution risk, and sustaining a high proportion of recurring work compared with other companies in the peer group with greater exposure to lumpier, project-based work revenue.

The post Top broker says this ASX share is a buy after guidance upgrade appeared first on The Motley Fool Australia.

More reading

• This ASX industrials stock has dropped nearly 5% following H1 FY26 result

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 Srg Global. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Select Harvests Ltd (ASX: SHV) is an ASX consumer staples stock that has endured a tough 12 months. 

Select Harvest shares fell 3.43% yesterday, closing at $3.94 per share. 

Its share price is now down just over 20% year to date. 

However a new report from Bell Potter suggests it could now be priced at an attractive entry point.

The new report from Bell Potter has come after the company’s FY25 AGM.

Response to the AGM 

Select Harvests is an integrated grower, processor and marketer of almonds owning and operating farming and processing assets in Australia. It offers a vertically integrated model with core capabilities in farming, processing and marketing.

Yesterday, Bell Potter adjusted its outlook on this company following the AGM. 

The broker anticipates softer near-term earnings driven mainly by currency and cost assumptions, while maintaining a positive long-term outlook.

It said cost pressures remain in areas such as bees, water and fertiliser, though FY26 water cost assumptions have been slightly reduced given lower year-to-date prices.

Volume forecasts remain unchanged at 29,000 tonnes for FY26, with management noting a fast bloom, successful bee procurement and no major frost damage, while industry forecasts point to a 7% year-on-year increase in Australia’s 2026 crop.

As a result of updated pricing, FX and water assumptions, Bell Potter has reduced EBITDA forecasts by 7% in FY26 and 10% in FY27, with a modest 1% uplift in FY28.

Price target adjustment for this consumer staples stock

According to yesterday’s report, the target price has been lowered to $5.30 per share (from $5.80). 

However Bell Potter retained its buy recommendation, citing supportive global supply dynamics – including a smaller-than-expected Californian crop and weak snowpack – along with attractive valuation metrics (11.4x FY26e EPS, ~30% EPS CAGR FY25–28e) and a roughly 20% discount to market book value.

Bell Potter’s price target of $5.30 indicates a potential upside of 34.5%. 

We also see SHV trading at a ~20% discount to market-BV, with recent orchard transactions supportive of the market value as reported (~$4.97/sh).

Elsewhere, the average analysts rating via TradingView also indicates there is plenty of upside for this consumer staples stock. 

TradingView has an average 12 month price target of $5.42 which indicates an upside of approximately 37.5%. 

The post Bell Potter tips 34% a turnaround for this ASX consumer staples stock appeared first on The Motley Fool Australia.

More reading

• These 2 ASX 200 stocks crashed yesterday – should investors swoop in?
• 3 ASX ETFs to target if you anticipate a tech turnaround 
• Which ASX 200 retail stock looks stronger: JB Hi-Fi or Harvey Norman?
• Top broker says this ASX share is a buy after guidance upgrade
• Is the Westpac share price a buy today? Here’s an expert view

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 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.

It’s a good time to consider whether the Westpac Banking Corp (ASX: WBC) share price is a buy after the ASX bank share recently announced its FY26 first-quarter update for the three months to 31 December 2025.

Westpac reported that it generated $1.9 billion of statutory net profit, which was 5% higher than the FY25 second half average. Excluding notable items, the underlying net profit was $1.9 billion, representing 6% growth.

Let’s take a look at what broker UBS thought of the result and whether the ASX bank share is appealing.

UBS view on the result

The broker noted that the FY26 first-quarter result was not as well-received as peers in the ASX bank share space, despite cash net profit being 6.8% ahead of expectations.

UBS highlighted that revenue growth was underpinned by stronger lending, despite the net interest margin (NIM) declining by 1 basis point (0.01%) quarter over quarter.

The broker said that the ASX bank share’s common equity tier 1 (CET1) was 12.31%, a reduction of 22 basis points (0.22%) compared to the second half of FY25, but this is expected to lift organically in the second quarter of FY26, as well as there being a boost (22 basis points) from the RAMS sale, giving Westpac capital flexibility.

UBS said costs were the standout, down 5% compared to the second half of FY25 (excluding notable items). Management are pursuing productivity savings of more than $500 million in FY26, with some of that driving UBS to increase its earnings per share (EPS) expectations for Westpac.

The broker noted that the bank’s tilt towards business and institutional is continuing, with the overall company showing “strong momentum”. Gross loans and advances (GLA) grew by around 10%, driven by institutional lending, and deposits increasing by 6.7% on an annualised basis.

UBS also said that the broader sector is improving, supported by credit growth, particularly in wholesale lending and stable asset quality

Based on the quarterly update, UBS increased the FY26 EPS estimate by 2.4%, grew the FY27 EPS estimate by 2% and decreased the FY28 EPS estimate by 1.3%.

Is the Westpac share price a buy?

UBS has a neutral rating on the ASX bank share, with a price target of $40. A price target is where analysts think the share price will go over the next 12 months. Therefore, UBS is suggesting that Westpac could slightly fall over the next year.

The broker forecasts that the business could deliver $2.15 of EPS in FY26, which translates into the ASX bank share trading at 19x FY26’s estimated earnings, meaning that it’s trading at a much higher earnings multiple than it has historically, according to UBS.

The post Is the Westpac share price a buy today? Here’s an expert view appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Northern Star, Temple & Webster, and Westpac shares
• Here’s an ASX 200 share that I think could beat Westpac in 2026
• Westpac shares hit new record high on Q1 update
• Westpac posts $1.9bn profit in 1Q26 as digital push and lending gains continue
• What’s going on with ASX bank stocks this week?

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.

If you’re willing to be patient, Bell Potter thinks the ASX dividend stock in this article could be worth considering.

That’s because the broker believes that after a period of no dividends, this stock could be positioned to provide a dividend yield of 9% in 2027 and then 10% in 2028.

Which ASX dividend stock?

The stock that Bell Potter is tipping as a buy is Healthco Healthcare and Wellness REIT (ASX: HCW).

It is an externally-managed REIT under parent HMC Capital Ltd (ASX: HMC), which manages around $1.4 billion of healthcare assets. This includes investment in hospitals, aged care, childcare, government, life sciences, and primary care & wellness property assets.

Among its tenant base is a combination of large-scale operators including Healthscope (HSO) and Acurio, as well as the Australian Government, which is the third biggest tenant by gross income.

What is the broker saying?

Its shares have come under significant pressure over the past 12 months due to its exposure to the struggling HSO business.

Commenting on recent developments, the broker said:

All 11 HSO hospitals continue to operate as normal, with 100% of all rent due having been paid, and state-by-state executable lease agreements with alternate operators remains in place as per prior. Incrementally though, HCW now expects upon new leases being struck the terms would include face rents to remain unchanged and incentives would indicatively result in a 10-15% near-term reduction to asset values.

The HSO receiver-led process remains the key determinant in potential pathways head, particularly in regards to UHF equity investment and HCW distribution’s recommencing (BPe 1QFY27).

Dividend forecast

Bell Potter doesn’t believe there will be any dividends in FY 2026. However, it is expecting them to recommence in FY 2027 with a dividend of 6.3 cents per share. The broker then expects a dividend of 7.5 cents per share in FY 2028.

Based on its current share price of 70 cents, this would mean dividend yields of 9% and 10.7%, respectively, over the two years.

In addition, the broker sees plenty of upside for this ASX dividend stock from current levels. It has a buy rating and 95 cents price target. This suggests that its shares could rise by 36% between now and this time next year.

Commenting on its buy recommendation, the broker said:

No change to our Buy rating. HCW trades at a material -50% discount to NTA which is the widest in our sector coverage, notwithstanding +26bp cap rate expansion at the result (c.+40bps for HSO-tenant assets) and additional detail on potential asset devaluations which implies a higher valuation than the current share price implied.

The post Guess which ASX stock could pay a 9% dividend yield in 2027 appeared first on The Motley Fool Australia.

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• Why Bougainville Copper, Brainchip, Challenger, and HMC Capital shares are falling today
• 1 ASX dividend stock down 64% I’d buy right now
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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 HMC Capital. The Motley Fool Australia has recommended HMC Capital. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Growth shares haven’t had an easy run of late. Higher interest rates, concerns about valuations, and fears around AI disruption have all weighed heavily on this side of the market.

But history shows that sharp selloffs can set the stage for powerful rebounds once sentiment stabilises.

If confidence returns to growth in 2026, these three ASX shares could be well placed to bounce back strongly according to analysts.

NextDC Ltd (ASX: NXT)

The first ASX growth share that could rebound strongly is NextDC. It operates critical data centre infrastructure supporting cloud providers, enterprises, and government agencies. Demand for data storage and processing continues to rise, particularly with the expansion of AI workloads.

Yet like many ASX growth shares, NextDC has experienced volatility amid broader market weakness.

If investor appetite for infrastructure-backed growth returns in 2026, NextDC’s long-term expansion pipeline and exposure to digital infrastructure could support a meaningful rebound.

Macquarie currently has an outperform rating and $22.30 price target on its shares. Based on its current share price of $13.90, this implies potential upside of 60% for investors.

WiseTech Global Ltd (ASX: WTC)

Another ASX growth share that could rebound hard is WiseTech Global.

WiseTech’s CargoWise platform sits at the core of global freight and logistics operations. It is deeply embedded in customers’ workflows, with high switching costs and recurring subscription revenue.

Its share price has been pressured by broader tech sector weakness and AI disruption concerns. However, this type of software is very complex and would be very hard for AI to disrupt.

If investors begin to refocus on structural earnings growth rather than short-term macro noise, WiseTech could see sentiment recover quickly.

Bell Potter currently has a buy rating and $87.50 price target on WiseTech’s shares. Based on its current share price of $47.34, this suggests upside of 85% is possible between now and this time next year.

Xero Ltd (ASX: XRO)

A final ASX growth share with rebound potential is Xero.

Xero has been caught up in concerns that artificial intelligence could lower barriers to entry in accounting software. While that risk can’t be dismissed, the company’s platform remains deeply integrated into the operations of small and medium-sized businesses.

Subscriber growth, international expansion, and ecosystem development continue to underpin the long-term story.

After a significant pullback from previous highs, expectations have been reset. If Xero delivers steady execution, even modest positive surprises could drive a sharp share price recovery.

UBS has a buy rating and $174.00 price target on Xero’s shares. Based on its current share price of $78.50, this implies potential upside of 120% for investors over the next 12 months.

The post 3 ASX growth shares that could rebound hard in 2026 appeared first on The Motley Fool Australia.

More reading

• 3 ASX ETFs to target if you anticipate a tech turnaround 
• Why this top fundie is doubling down on ASX 200 tech stocks like TechnologyOne and Xero shares
• Why are ASX 200 tech shares down 43% in six months?
• Where to invest $10,000 in ASX shares right now
• ASX recap: 5 most traded shares last week

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

The S&P/ASX 200 Index (ASX: XJO) is on the rise again this week, up 0.24% at the close of the index on Tuesday. As we edge further into the reporting season, some ASX shares are rocketing off the back of strong results while other stocks are sliding.

Here are three ASX shares I have my eye on this week.

CSL Ltd (ASX: CSL) 

The ASX biotech share was one of the most-traded stocks on the index last week. The company’s shares crashed nearly 17% last week after a soft half-year result and a shock CEO exit saw investors sell-up in panic. The latest downturn is just one of many headwinds the company has faced over the past 6 months. Since August last year its share price has dropped 44.31%. 

But I think the current share price gives investors the opportunity to buy the stock for cheap. The company still has great growth potential and a strong core business. Demand for its biotherapies and vaccines are likely to continue growing globally and its plasma business is still one of the largest plasma collection networks in the world. 

CSL is entering a key investment phase which could help boost its financials. I’d expect that if and when the company’s financials pick back up, investor confidence and also the share price could follow suit.

West African Resources Ltd (ASX: WAF) 

The ASX gold stock has soared over 100% over the past year off the back of strong gold prices and some promising exportation results. I’m impressed with the company’s 10-year production plan and current cash and billion reserves. 

The gold price is tipped to beat record-levels again this year as demand for safe-haven assets keeps climbing. And if this happens then robust gold miners like West African Resources could continue outperforming over the next 12 months.

Pro Medicus Ltd (ASX: PME)

Pro Medicus posted record revenue and surging profits in its half year results last week, but it didn’t stop investors fleeing the health imaging ASX company’s shares, sending the share price crashing.

The share price drop is surprising given the company’s strong financials and the fact that its visage imaging platform is becoming widely adopted across large hospital networks in the US. 

The company is gaining traction with long-term contracts, it has a strong earnings visibility, a growing pipeline of major contract wins, all against a backdrop of radiologist shortages. 

I think the current share price is a once-in-a lifetime opportunity to buy the shares at a two-year low, ahead of the next uptick.

The post 3 ASX shares I’d buy with $10,000 this week appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• Why this top fundie is doubling down on ASX 200 tech stocks like TechnologyOne and Xero shares
• Here are the top 10 ASX 200 shares today
• 3 ASX shares smashed in the sell-off to buy this week
• Pro Medicus shares rally off recent lows. Time to chase?

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

On Tuesday, the S&P/ASX 200 Index (ASX: XJO) continued its positive run and pushed higher. The benchmark index rose 0.25% to 8,958.9 points.

Will the market be able to build on this on Wednesday? Here are five things to watch:

ASX 200 to rise again

The Australian share market looks set to rise on Wednesday after a decent night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 54 points or 0.6% higher this morning. In late trade in the United States, the Dow Jones is up 0.25%, the S&P 500 is up 0.4% and the Nasdaq is 0.5% higher.

Oil prices fall

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a poor session on Wednesday after oil prices tumbled into the red overnight. According to Bloomberg, the WTI crude oil price is down 0.9% to US$62.33 a barrel and the Brent crude oil price is down 1.8% to US$67.42 a barrel. Traders were selling oil down after Iran made progress with its nuclear talks with the United States.

NAB shares on watch

National Australia Bank Ltd (ASX: NAB) shares will be on watch on Wednesday when it becomes the last of the big four to release an update this month. The rest of the major banks delivered solid updates, so expectations are high for this one. Also scheduled to release results today are Sonic Healthcare Ltd (ASX: SHL), Lottery Corporation Ltd (ASX: TLC), and Suncorp Group Ltd (ASX: SUN).

Gold price sinks

ASX 200 gold shares such as Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a difficult session on Wednesday after the gold price sank overnight. According to CNBC, the gold futures price is down 2.9% to US$4,899.3 an ounce. Traders were selling gold (and silver) as they awaited delayed economic data and responded to easing US-Iranian tensions.

CBA shares go ex-dividend

Commonwealth Bank of Australia (ASX: CBA) shares are going ex-dividend this morning and could trade lower. Last week, Australia’s largest bank released its half-year results and reported a cash net profit of $5.45 billion. This was an increase of 6% on the prior corresponding period and allowed the CBA board to declare a fully franked interim dividend of $2.35 per share. Eligible CBA shareholders can look forward to receiving this payout next month on 30 March.

The post 5 things to watch on the ASX 200 on Wednesday 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 The Lottery Corporation. The Motley Fool Australia has recommended Sonic Healthcare and The Lottery Corporation. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Income investors are spoilt for choice on the Australian share market.

But which ASX dividend stocks could be buys right now? Let’s take a look at two that Bell Potter thinks are in the buy zone:

GDI Property Group Ltd (ASX: GDI)

Bell Potter is a fan of GDI Property Group and is tipping it as an ASX dividend stock to buy.

GDI Property is an integrated, internally managed property and funds management group with capabilities in ownership, management, refurbishment, leasing, and syndication of office properties.

It aims to always hold a portfolio of office properties that have either been developed internally or purchased for below replacement cost and have additional upside potential through development, redevelopment, refurbishment and releasing.

Bell Potter highlights that GDI Property’s shares are trading at a discount to their net tangible assets (NTA) and sees this as a buying opportunity. It said:

No change to our Buy recommendation. GDI continues to trade at a significant -41% discount to NTA which reflects no value for its FM OpCo, and while the Perth office market recovery could be a ‘slow burn’ with early leasing wins working through for GDI, we do still see upside from current levels which drops straight through to FFO gains.

With respect to income, the broker is forecasting dividends of 5 cents per share in both FY 2026 and FY 2027. Based on its current share price of 59 cents, this would mean dividend yields of 8.5% for both years.

Bell Potter has a buy rating and 85 cents price target on its shares.

Universal Store Holdings Ltd (ASX: UNI)

Bell Potter is also positive on Universal Store and believes it could be another ASX dividend stock for income investors to buy.

Universal Store is a leading youth focused apparel, footwear, and accessories retailer with almost 90 stores under its flagship Universal Store brand. In addition, it is expanding with stand-alone formats for its private label brands Perfect Stranger and Thrills.

Bell Potter thinks the market is undervaluing its shares and expects some attractive dividend yields in the near term. It said:

At ~18x FY26e P/E (BPe), we see UNI trading at a discount to the ASX300 peer group and see the multiple justified by the distinctive growth traits supporting consistent outperformance in a challenging category, longer term opportunity with three brands, organic gross margin expansion via private label product penetration (currently ~55%) and management execution.

Bell Potter is forecasting fully franked dividends of 37.3 cents per share in FY 2026 and then 41.4 cents per share in FY 2027. Based on its current share price of $8.23, this would mean dividend yields of 4.5% and 5%, respectively.

The broker currently has a buy rating and $10.50 price target on its shares.

The post Broker names 2 ASX dividend stocks to buy now appeared first on The Motley Fool Australia.

More reading

• 5 of the best Aussie stocks to buy now
• Invest $20,000 in these 4 ASX shares and get $1,000 passive income
• 3 super small-cap ASX shares that could be destined for big things
• 2 ASX dividend shares raising dividends like clockwork
• These buy-rated ASX dividend stocks offer 4% to 6% yields

Motley Fool contributor James Mickleboro has positions in Universal Store. 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 Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

If you’ve got cash ready to invest and are looking for quality Aussie stocks to buy, then read on!

Here are five stocks that operate in different industries but each have compelling long-term stories.

Breville Group Ltd (ASX: BRG)

The first Aussie stock worth considering is Breville. In recent years, Breville has evolved into a premium global brand, particularly in the coffee segment. Its machines are positioned at the higher end of the market, where quality and design matter more than price alone.

As at-home coffee culture continues to expand worldwide, Breville’s international footprint gives it exposure to a lifestyle trend rather than simply cyclical retail demand. It is partly for this reason that Morgans recently put a buy rating and $40.65 price target on its shares.

Cochlear Ltd (ASX: COH)

Another Aussie stock to look at is Cochlear. It is a healthcare leader with strong competitive advantages. The company develops implantable hearing solutions and benefits from ageing populations across developed markets. Its products are complex, heavily researched, and difficult for competitors to replicate.

With a large installed base and ongoing innovation, Cochlear’s growth is supported by both new recipients and device upgrades. And while current trading conditions are not easy, there’s no denying its positive long-term growth outlook.

Life360 Inc. (ASX: 360)

Another Aussie stock to consider is Life360. It has built a global family safety platform with almost 100 million users. What makes it interesting is that monetisation still has room to expand. Many users begin on free plans before upgrading to paid tiers that include advanced safety features, driving insights, and emergency assistance.

That model gives Life360 both scale and optionality. As engagement deepens and premium penetration rises, earnings can grow without needing to dramatically increase user numbers. It also has a growing advertising business, which could be another growth driver in the future.

Light & Wonder Inc. (ASX: LNW)

Light & Wonder operates across gaming machines, digital gaming content, and social casino platforms. Rather than relying on a single revenue stream, the company has built exposure across physical and digital channels. Its content library and recurring revenue streams help smooth performance across economic cycles.

As gaming continues to migrate online and expand globally, this Aussie stock remains well positioned.

Universal Store Holdings Ltd (ASX: UNI)

The final Aussie stock to consider is Universal Store. Targeting younger consumers, Universal Store has been expanding its store footprint while also growing its private-label offerings. Strong brand positioning and disciplined cost management have supported cash generation.

Retail can be cyclical, but well-executed expansion combined with brand strength can drive attractive long-term returns.

The post 5 of the best Aussie stocks to buy now appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Cochlear, Life360, and Universal Store. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Cochlear, Life360, and Light & Wonder Inc. The Motley Fool Australia has positions in and has recommended Life360. The Motley Fool Australia has recommended Cochlear, Light & Wonder Inc, and Universal Store. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.