Author: openjargon

I’m sure most people reading this want to increase their wealth and grow their annual passive income, whether that’s inside or outside superannuation.

How we structure our investments can make a big difference to how much tax we pay. We can invest in our own name, in a company, a trust, superannuation and so on.

If investors want dividend income, then how they invest can make a big difference in how much income tax is paid.

If an Australian has no income other than dividends in their own name, they can earn $18,200 tax-free. However, a full-time working Australian may lose a fair portion of their dividend income to tax because they’re in a higher tax bracket.

Superannuation is taxed at a lower rate, making it a particularly appealing structure for full-time workers.

Why I think ASX shares are the right pick for passive income

Quality ASX shares can offer a pleasing mix of a strong dividend yield, a rising payout over time, and, hopefully, capital growth.

With strong earnings, ASX shares can deliver a generous dividend payout ratio. Australian companies can provide Australian tax residents with the added benefit of franking credits, a refund of the company tax paid to ensure the dividend is taxed at the investor’s relevant tax rate.

There are many dividend-paying options on the ASX, such as blue-chip companies Wesfarmers Ltd (ASX: WES) and Telstra Group Ltd (ASX: TLS).

There are real estate investment trusts (REITs) such as Centuria Industrial REIT (ASX: CIP), Rural Funds Group (ASX: RFF) and Charter Hall Long WALE REIT (ASX: CLW). REITs don’t generally generate franking credits because they are trusts not companies.

Investors can also choose investment companies such as Washington H. Soul Pattinson and Co. Ltd (ASX: SOL), Australian United Investment Company Ltd (ASX: AUI), Argo Investments Ltd (ASX: ARG), L1 Capital Long Short Fund (ASX: LSF) and MFF Capital Investments Ltd (ASX: MFF).

Depending on the superannuation fund, investors may be able to choose specific ASX share investments for annual passive income. SMSFs obviously have a lot of investment flexibility.

How superannuation can generate $95,000 of annual passive income

An investor would need a very sizeable superannuation balance to generate that much income.

The required portfolio size depends on the portfolio’s dividend yield.

For example, if the dividend yield was 10% then the portfolio would need to be $950,000. But, I don’t think it’d be realistic or sustainable to have a portfolio yield that high.

A 1% yield would need a $9.5 million portfolio. But, if we’re aiming for dividends, that yield would be too low, in my view.

I’d aim for the portfolio yield to be somewhere in the middle, at say 4% to 6% including franking credits. At that level, an investor is looking at a portfolio size of between $1.58 million to $2.375 million.

It’s a sizeable level required, but with regular investing and compounding, investors can reach those balances, or close to it.

The post How much is needed in superannuation to target a $95,000 annual passive income? appeared first on The Motley Fool Australia.

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• How to build a $50,000 passive income from ASX shares
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Motley Fool contributor Tristan Harrison has positions in L1 Long Short Fund, Mff Capital Investments, Rural Funds Group, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Washington H. Soul Pattinson and Company Limited and Wesfarmers. The Motley Fool Australia has positions in and has recommended Mff Capital Investments, Rural Funds Group, Telstra Group, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Capricorn Metals Ltd (ASX: CMM) share price is in focus today after the company announced completion of the Karlawinda Expansion Project, with the new plant hitting its targeted 6.5 million tonnes per annum throughput on schedule.

What did Capricorn Metals report?

• The Karlawinda Expansion Project (KEP) construction and commissioning completed on schedule.
• New crushing, milling, and CIL circuits now fully operational and running continuously.
• Steady state project throughput of 6.5 million tonnes per annum (Mtpa) achieved.
• Expanded Karlawinda Gold Project expected to produce about 150,000 ounces of gold per year.
• Mine life exceeds 10 years based on current reserves.

What else do investors need to know?

The company credits its construction and operations teams, along with key contractors, for delivering the Karlawinda Expansion Project on time over a 12-month build. The plant is currently processing low-grade ore and will ramp up to run-of-mine grade ore in the next week as operations settle into a steady state.

Infrastructure including CIL areas and tailings storage pipeline work are also commissioned, with run-of-mine ore stockpiling underway. Ongoing optimisation of the crushing circuit is set to continue now that main construction is complete.

What did Capricorn Metals management say?

Capricorn Executive Chairman Mark Clark said:

The commencement of continuous ore processing at the Karlawinda Expansion Project on schedule is a significant milestone for Capricorn. It is the culmination of a huge effort from our construction and operations teams, supported by key contractors. We now look forward to the transition of Karlawinda into a long life operation producing around 150,000 ounces of gold per annum.

What’s next for Capricorn Metals?

Capricorn Metals plans to shift from processing low-grade ore to run-of-mine grade in the coming week to reach full steady state operations. The expanded Karlawinda Gold Project is forecast to support a long-term annual gold output of about 150,000 ounces, underpinned by a mine life of at least a decade.

The company also notes ongoing work to further optimise product size through its new crushing circuit, with the potential to enhance operational efficiency and output over time.

Capricorn Metals share price snapshot

Over the past 12 months, Capricorn Metals shares have risen 24%, outperforming the S&P/ASX 200 Index (ASX: XJO), which has declined 1% over the same period.

View Original Announcement

The post Capricorn Metals shares: Karlawinda Expansion Project completes on time 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 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. 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.

ASX blue-chip shares can be a great source of dividend income thanks to their stability and regular profit generation.

The two businesses I’m going to highlight have already provided investors with plenty of good passive income over the years.

In my view, the two ideas below are compelling to me.

Argo Investments Ltd (ASX: ARG)

The first ASX blue-chip share is one of the oldest listed investment companies (LICs) – it has been operating since 1946. The job of a LIC is to invest in other shares on behalf shareholders.

Argo focuses on investing in ASX blue-chip shares, so it can give us exposure to a portfolio of names and make investment decisions about which stocks to own.

At the end of August 2026, its biggest positions were BHP Group Ltd (ASX: BHP), Macquarie Group Ltd (ASX: MQG), Rio Tinto Ltd (ASX: RIO), Commonwealth Bank of Australia (ASX: CBA), Wesfarmers Ltd (ASX: WES), ANZ Group Holdings Ltd (ASX: ANZ), Westpac Banking Corp (ASX: WBC) and CSL Ltd (ASX: CSL).

Last month, the board of directors declared a fully franked final dividend of 20 cents per share. Together with the interim dividend of 18.5 cents per share, the full-year dividend was hiked to a record high of 38.5 cents per share.

In FY27, it is changing to pay quarterly dividends and the board intends to declare a quarterly payout of 10 cents per share for the first four quarterly dividends. That’d be a year-over-year increase of 3.9% – likely more than inflation.

The expected FY27 grossed-up dividend yield is 6.2%, including franking credits, at the time of writing.

Scentre Group (ASX: SCG)

Scentre is one of Australia’s largest real estate investment trusts (REITs). It owns Westfield shopping centres across Australia and New Zealand.

The ASX blue-chip share can pay distributions from its strong net rental profits.

The FY26 half-year result was a strong example of the business’s performance, despite tougher operating conditions.

Funds from operations (FFO) – essentially the net rental profit – grew 4.4% to $612 million or 11.73 cents per security. This funded a 4.9% increase in the distribution to 9.215 cents per security.

Despite the rise of e-commerce, Scentre Group’s annual customer visits increased by 3.3% to 552 million. For the 12 months to 30 June 2026, total sales grew by $1 billion to a record $30.3 billion, up 4.2%. Specialty sales grew by 5.4%.

For the month of July, total business partner sales grew 2.7%, and specialty sales were 3.6% higher.

Rent escalations increased by 5.5% in the six months to 30 June 2026, while the ASX blue-chip share completed 1,401 leasing deals, achieving average releasing spreads of 3.7%. These are useful tailwinds for future rental profit growth.

It’s also looking to use some of its excess land to build thousands of dwellings and these plans are progressing.

The business recently upgraded its distribution guidance for 2026 to growth of 4.25% to 18.47 cents per security. That translates into a forward distribution yield of 5.4%.

The post 2 ASX blue-chip shares offering big dividend yields appeared first on The Motley Fool Australia.

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• This outperforming ASX dividend stock will now pay out on a quarterly basis
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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 positions in and has recommended CSL, Macquarie Group, and Wesfarmers. The Motley Fool Australia has recommended BHP Group, CSL, Macquarie Group, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

It has been a rollercoaster year for EchoIQ Ltd (ASX: EIQ) shares.

The ASX tech stock has been as low as 17 cents and as high as $1.88.

On Wednesday, the medical technology company’s shares are fetching 66 cents, down around 65% from their high.

Is this pullback a buying opportunity for investors? Let’s see what Bell Potter is saying.

What is the broker saying?

Bell Potter notes that EchoIQ is trying to help with early identification of heart failure, which is a big market.

However, things have not been going to plan, with disappointing feedback from the US FDA recently. It explains:

The unmet need for a diagnostic aid to early identification of heart failure remains acute. Tens of thousands each year progress silently from asymptomatic disease to first symptoms, which may include modestly swollen ankles and the occasional shortness of breath, through to later stage heart failure, by which time it is too late to significantly slow the disease or better yet stop its progression all together. EchoSolv HF still has the potential to fill this void. 

Providing clarification of our previous assumption, data from the Mayo Validation Study underpinned the recent 510(k) application for registration of EchoSolv HF. The Mayo Clinic Platform is a highly regarded research institution in the US and for this reason the conclusions from the 17,000 patient confirmatory study which met the clinical endpoints and reported 99.5% sensitivity and 91% specificity for detection of early stage heart failure should have been a slam dunk for regulatory approval – or so we thought. The market was caught off guard when the FDA issued a ‘Not Substantially Equivalent’ notice earlier this month.

Should you buy this ASX tech stock?

According to the note, the broker has retained its speculative sell rating and 30 cents price target on the ASX tech stock.

Based on its current share price of 66 cents, this implies potential downside of almost 55%. 

Commenting on its bearish view of the stock, Bell Potter said:

The vacuum of data relating to EchoSolv HF is a frustration. The peer reviewed paper of the Mayo Validation Study is not yet published and the company is yet to release any substantial details regarding the nature of the matters raised in the Not Substantially Equivalent notification. Accordingly there remains insufficient data from which to make an objective assessment of these factors. 

For these reasons we maintain our highly conservative valuation and Sell (Speculative) recommendation. EIQ remains adamant there is a clear path forward to obtaining FDA clearance for EchoSolv HF, however the market release of 17 September actually identifies several options. Clearly a lot of work yet to do.

The post Down 65%: Is it a good time to buy this exciting ASX tech stock? 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 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.

Seek Ltd (ASX: SEK) shares are a popular option for Aussie investors and feature in countless portfolios and self-managed superannuation funds (SMSFs).

But are they a good option at present? Let’s see what Bell Potter is saying about the ASX 200 share after it declined almost 60% over the past 12 months.

What is the broker saying?

Bell Potter highlights that there was a decline in job ads in August. And with the Reserve Bank of Australia (RBA) suggesting that unemployment needs to rise to combat inflation, the broker has concerns over Seek’s outlook. It said:

SEK’s job ad volume index for August has outlined a -5.3% decline YoY, which compares against the counted stock from the ANZIndeed Index increase of +7.8%. The Internet Vacancy Index (IVI) August print, which is a direct comparison of job ads to SEK’s index as a measure of volume flow, is released Wednesday 23 rd Sep; NAB’s Economics and Markets Research team is anticipating a slight rise in employment by +20k and a fall in unemployment to 4.4% at the ABS August labour force release on Thursday 24th Sep, which appears in-line with RBA governor Michelle Bullock’s recent commentary around higher unemployment as a lever to reduce inflation, targeting between 4.5% to 5.0%, having previously attempted to protect job gains.

After looking through recent job ad data, Bell Potter has reduced its estimates for volumes and earnings per share. It explains:

A significant divergence is opening between industry job ad flow YoY; the largest decline was Government & Defence (-20.3%), likely a response to recent political and budget pressures, followed by -14.1% for Education and Training and -13.7% for Real Estate and Property. These are being somewhat offset by +14.3% in Engineering, 11.6% in Mining, Resources & Energy, and +10.7% in Construction, understandably driven by the commodities cycle and data centre/AI build out. 

AI-related skill demand grew 3.9% MoM and 66.2% YoY; jobs with a higher automation risk declined -12.3% YoY in August compared with medium at -6.1% and low -1.8%. We reduce our volumes expectations to -2% (prev. flat) in both ANZ and Asia for FY28, reflecting the increasingly global hawkish backdrop and in-line with extending expectations to bring inflation back to target ranges. Net impact to EPS is downgrades of -7% in FY28e and -7% in FY29e.

Should you buy this ASX 200 share?

According to the note, the broker has retained its hold rating on the ASX 200 share with a trimmed price target of $13.00 (from $13.80).

Based on its current share price of $12.11, this implies potential upside of approximately 7%.

Commenting on its recommendation, Bell Potter said:

We await a positive shift in sentiment or visibility on jobs volumes recovery; potential near term Growth Fund monetisation remains an asymmetric upside risk, though the rising interest rate backdrop may also be an additional headwind in seeking a desired exit price for nominated assets. SEK appears to be improving operations to sustainably target 10% yield growth on top of strong cost controls, however, despite trading at deep value ex. Growth Fund, macro-based headwinds suggest difficult sentiment near-term for the stock. Maintain Hold.

The post Is this ASX 200 share a bargain after crashing to $12? appeared first on The Motley Fool Australia.

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Imagine receiving $50,000 a year without having to work for it.

That could make a huge difference to your lifestyle, particularly if you are approaching retirement or hoping to work fewer hours.

And while building a portfolio capable of producing this much income will take time, ASX shares could help you get there.

Here’s how it could be done.

Start by building wealth

The first thing to understand is that a $50,000 passive income requires a substantial investment portfolio.

If the goal is to generate this income from dividends with an average dividend yield of 5%, you would need approximately $1 million invested.

That might sound intimidating, but nobody needs to start with $1 million.

In fact, the early years should probably be focused on growing the portfolio rather than generating income.

This could mean investing in quality ASX growth shares such as Goodman Group (ASX: GMG), ResMed Inc (ASX: RMD), and Xero Ltd (ASX: XRO).

Blue chip shares and exchange traded funds (ETFs) could also help build wealth over time.

The aim would be to own investments capable of increasing in value over many years, while reinvesting any dividends received.

Let compounding do its work

Regular investing can make a significant difference to the journey.

For example, investing $500 a month and achieving an average annual return of 10% could grow a portfolio to approximately $1 million in 30 years.

Increase that to $1,000 a month and the same target could be reached in around 23 years.

These returns are not guaranteed, and actual returns will vary from year to year, but they demonstrate how powerful regular investing and compounding can be.

Over time, an increasing portion of the portfolio’s growth can come from investment returns rather than new contributions.

Turn the portfolio into an income generator

Once the portfolio approaches $1 million, investors could start shifting their focus towards ASX dividend shares.

That could include infrastructure companies such as APA Group (ASX: APA) and Transurban Group (ASX: TCL), which own assets capable of generating cash flow over long periods.

Property investments such as HomeCo Daily Needs REIT (ASX: HDN) and Charter Hall Long WALE REIT (ASX: CLW) could provide another source of income.

Established businesses such as Woolworths Group Ltd (ASX: WOW) and Wesfarmers Ltd (ASX: WES) could also have a place in the portfolio.

And for investors who would rather not select every dividend share themselves, an income-focused ETF such as the Vanguard Australian Shares High Yield ETF (ASX: VHY) could be worth considering.

Final word

Overall, I think this demonstrates that the share market can be a great place to generate a passive income.

Investors just need a combination of patience, capital, and good investments. The rest will happen in time.

The post How to build a $50,000 passive income from ASX shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Goodman Group, ResMed, Woolworths Group, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, ResMed, Transurban Group, Wesfarmers, and Xero. The Motley Fool Australia has positions in and has recommended Apa Group, ResMed, Transurban Group, and Xero. The Motley Fool Australia has recommended Goodman Group, HomeCo Daily Needs REIT, Vanguard Australian Shares High Yield ETF, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With the Australian markets, and the S&P/ASX 200 Index (ASX: XJO) specifically, being on quite the roller coaster of 2026 to date, ASX investors have arguably never valued the security of receiving dividend income more. Share prices have risen and fallen this year, minting on-paper gains and losses respectively. But dividends represent locked-in returns, making them a valuable cushion for all the volatility that this year has brought thus far. With that in mind, let’s talk about three ASX dividend shares that I would buy for income in September 2026.

Three ASX dividend shares to buy for income today

First up, we’ll start with a favourite of dividend investors. Telstra Group Ltd (ASX: TLS) has long been a top pick for those seeking income on our share market. This venerable telco has been a hefty dividend payer for decades. This company’s dominant mobile infrastructure and superlative network coverage make it the first choice for millions of Australians seeking reliable mobile or fixed-line internet and telephony.

This makes Telstra’s earnings base, and thus dividend capacity, highly resilient. At recent prices, Telstra shares were trading on a decent dividend yield of 4.35%.

Next, let’s talk Coles Group Ltd (ASX: COL). Coles is an ASX dividend share that offers many of the desirable defensive characteristics that make Telstra a top income pick. It is a dominant supermarket operator, with stores within reach of the vast majority of the population. As a provider of consumer staples (life’s essentials like food, drinks and household supplies), Coles is a company that is well-placed to weather any kind of bad economic weather, including inflation and recessions. That makes it a formidable dividend stock for those seeking income certainty.

Coles is currently trading with a dividend yield of 3.41%, which comes with full franking credits attached too.

Last but not least…

A final stock to consider for income is the listed investment company (LIC) MFF Capital Investments Ltd (ASX: MFF). Like most LICs, MFF holds an underlying portfolio of investments that it manages on behalf of its shareholders. In this case, that underlying portfolio is mostly made up of US stocks. These include many household names, such as Alphabet, Amazon, Mastercard, and Visa.

MFF is one of the ASX’s most impressive dividend growth stocks. The company has increased its annual payout every year for almost a decade now, and at breakneck speed too. To illustrate, the company has gone from paying 6.5 cents per share in 2021 to a planned 21 cents in 2026. Those dividends all come fully franked as well. Today, MFF shares trade on a trailing dividend yield of 3.83%

The post 3 for income: I’d buy these ASX shares for dividends today appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, Mastercard, Mff Capital Investments, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Mastercard, and Visa. The Motley Fool Australia has positions in and has recommended Mff Capital Investments and Telstra Group. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I believe long-term investing is the best approach for ASX shares. It gives our investments more time to compound into a pleasing number.

If $1,000 rises 10%, it becomes $1,100. But if an investment grows at 10% each year for eight years, it’ll grow to $2,143. Simply achieving a solid rate of return over a long time period can lead to good results.

I’m optimistic that the following two investments can compound for a long time to come at a good pace.

Guzman Y Gomez Ltd (ASX: GYG)

Guzman Y Gomez is a Mexican food business with restaurants in Australia, Singapore and Japan. Some of the Australian locations are corporate-owned, while the rest across Australia and Asia are franchise operations.

In terms of its compounding growth, the ASX share is delivering impressive results.

Network sales have grown at an impressive rate year after year. In FY26, Australian network sales grew 17.9% to $1.29 billion and Asian network sales rose 17.9% to $87.1 million. Total network sales grew 17.9% to $1.38 billion.

When a company’s top line is growing in the teens, it looks like an appealing investment to me. Within that, comparable sales growth is an important driver of network sales because it means the existing network is growing. In FY26, comparable sales growth was 5.3%.

I’m optimistic the company’s restaurant network can keep growing. In FY26, it added 32 Australian locations to bring the total to 255. Singapore saw three more restaurants added to 24 locations. Japan maintained five locations during the period.

It expects both the Singapore and Japan networks to grow in FY27. In Australia, it expects to open 35 new restaurants, three more than it opened in FY26.

GYG wants to reach 1,000 Australian restaurants within the next 20 years, which means a lot of compounding.

Net profit could grow even faster. FY26 underlying net profit after tax (NPAT) rose 29.7%. The company expects its operating profit margin to increase in FY27. As it grows, I expect the ASX share’s margins to increase significantly.

Global X S&P World Ex Australia GARP ETF (ASX: GARP)

The other investment I want to highlight is this exchange-traded fund (ETF), which aims to give investors exposure to some of the most attractive global stock ideas.

These 250 stocks in the portfolio have strong earnings growth, solid financial strength and trade at reasonable valuations. The idea of ‘GARP’ stands for growth at a reasonable price. It can be a powerful combination.

To measure growth, the GARP ETF looks at a company’s sales and earnings growth.

Value is measured with the price/earnings (P/E) ratio.

Quality is measured by financial leverage (meaning debt levels) and return on equity (ROE).

Since inception in September 2024, the GARP ETF has returned an average of 15.4% per year. I think virtually any ASX share would be happy to generate a return of that size.

The post 2 top ASX shares to buy and hold for the next decade appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Guzman Y Gomez. 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.

S&P/ASX 200 Index (ASX: XJO) shares have slipped into the red for 2026, down 1% in the calendar year-to-date (YTD).

Let’s check out some new ratings from the experts.

Regal Partners Ltd (ASX: RPL) 

The Regal Partners share price has plummeted 29% over the YTD.

Ord Minnett has a buy rating on this specialist alternative investment manager.

In a new note, the broker said:

Regal Partners (RPL) delivered a strong first-half FY26 result (1H26), although the attention was mainly on the announced transition to retirement of founder and portfolio manager Philip King.

Mr King is responsible for approximately 16% of RPL’s funds under management (FUM), or $3.4 billion, and will remain in his current roles until at least 30 June 2027.

Financially, the result was robust. Normalised net profit after tax reached $93 million (guidance was for at least $90 million), more than double the prior corresponding period, and 3% ahead of consensus.

RPL ended FY26 with approximately $289 million of balance sheet capital and access to a further $130 million of undrawn debt facilities. 

Despite the leadership transition risk, RPL is trading on an attractive FY27 price to earnings multiple of circa 8x, and on our numbers, offers around 14% per annum growth in EPS over FY26–29.

APA Group Ltd (ASX: APA)

The APA Group share price is up 20% over the YTD.

Andrew Wielandt from DP Wealth Advisory has a hold rating on this ASX 200 utilities share. 

Wielandt said (courtesy The Bull): 

APA owns an extensive portfolio of energy infrastructure assets across Australia and benefits from long term contracts and inflation-linked tariff increases, which the company negotiates directly with its customers.

APA delivered a strong performance in full year 2026. Underlying EBITDA of $2.183 billion was up 8.3 per cent on the prior corresponding period. Underling EBITDA margins increased to 77.9 per cent.

APA remains a reliable income focused investment, but with more capital to be invested, we retain a hold recommendation.

HomeCo Daily Needs REIT (ASX: HDN)

The HomeCo Daily Needs REIT share price has fallen 20% over the YTD.

This ASX ETF is a real estate investment trust (REIT) that holds properties in the retail, health, and services sectors.

Wielandt has a sell rating on this ASX REIT.

He explains:

Occupancy was 99 per cent in full year 2026. The underlying properties continue to perform well, with a steady increase in rental income.

However, like a number of other REITs, I believe the prospect of higher interest rates, finance costs amid struggling consumers may pressure HDN’s performance numbers in full year 2027 in what is a challenging retail sector.

HDN shares have fallen from $1.38 on September 18, 2025 to trade at $1.105 on September 17, 2026.

The post Buy, hold, sell: Regal Partners, HomeCo Daily Needs REIT, APA Group 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 Apa Group. The Motley Fool Australia has recommended HomeCo Daily Needs REIT. 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) was on form and pushed higher. The benchmark index rose 0.3% to 8,757.8 points.

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

ASX 200 to rise

The Australian share market looks set for a decent session on Wednesday despite a mixed night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 18 points or 0.2% higher. In the United States, the Dow Jones fell 0.35%, the S&P 500 was flat, and the Nasdaq was 0.45% higher.

Oil prices fall

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a subdued session on Wednesday after oil prices fell overnight. According to Bloomberg, the WTI crude oil price is down 0.6% to US$95.21 a barrel and the Brent crude oil price is down 1.8% to US$98.52 a barrel. Traders were selling oil on US-Iran peace hopes.

ASX shares going ex-dividend

A number of ASX shares are going ex-dividend this morning and could trade lower. This includes gold miner St Barbara Ltd (ASX: SBM), energy company Genesis Energy Ltd (ASX: GNE), and toll road operator Atlas Arteria Group (ASX: ALX). The latter will be rewarding its shareholders with an unfranked 20 cents per share dividend next month on 7 October.

Gold price rises

ASX 200 gold shares Westgold Resources Ltd (ASX: WGX) and Northern Star Resources Ltd (ASX: NST) could have a good session on Wednesday after the gold price pushed higher. According to CNBC, the gold futures price is up 0.3% to US$4,396.4 an ounce. Falling oil prices have eased rate hike bets.

Hold Seek shares

Bell Potter thinks Seek Ltd (ASX: SEK) shares are around fair value at current prices. This morning, the broker has retained its hold rating on the job listings company’s shares with a trimmed price target of $13.00 (from $13.80). It said: “We await a positive shift in sentiment or visibility on jobs volumes recovery; potential near term Growth Fund monetisation remains an asymmetric upside risk, though the rising interest rate backdrop may also be an additional headwind in seeking a desired exit price for nominated assets. SEK appears to be improving operations to sustainably target 10% yield growth on top of strong cost controls, however, despite trading at deep value ex. Growth Fund, macro-based headwinds suggest difficult sentiment near-term for the stock. Maintain Hold.”

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 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.