Author: openjargon

The big four bank stocks make up a foundational piece of many investors’ portfolios. 

They also dominate the S&P/ASX 200 Index (ASX: XJO) in terms of market share. 

Combined, they make up almost a quarter of Australia’s benchmark index. 

This means when the big four bank stocks underperform, they have a huge impact on many ASX ETFs that track the domestic market. 

This is exactly what has happened so far in 2026. 

Why have bank stocks underperformed this year?

At the time of writing, in 2026: 

• Commonwealth Bank of Australia (ASX: CBA) shares are down 5% 
• National Australia Bank Ltd (ASX: NAB) shares have fallen almost 9%
• Westpac Banking Corp (ASX: WBC) is down more than 10%
• ANZ Group Holdings Ltd (ASX: ANZ) have risen 4%. 

These disappointing results have heavily contributed to the underperformance of the broader ASX 200, which is essentially flat year to date. 

Several factors have contributed to these poor returns. 

Firstly, the big four bank stocks came into 2026 with stretched valuations after strong growth in the prior year. 

Additionally, sentiment has shifted to viewing high interest rates as poor for the housing market as mortgage growth deteriorates. 

The big four control more than 70% of Australia’s mortgage market, so weaker housing activity hits the sector disproportionately. 

Home-loan applications have fallen roughly 12–20% across the majors, according to Reuters.

In short, the market is no longer paying the same premium for reliable bank earnings when it sees slower mortgage growth, intense lending competition and rising credit-risk provisions ahead.

Can they rise before 2027?

With three of the big four bank stocks losing ground in 2026, investors might be looking to buy the dip. 

The latest outlook from experts paints a mixed picture for the next 6-12 months. 

On the positive side, UBS recently reaffirmed its buy rating on Westpac shares with a 12-month target of $45.

With Westpac shares currently trading for just under $35 per share, this indicates almost 30% upside. 

It also offers a competitive yield across the big four. 

On ANZ shares, Citi has a buy rating with a $39.25 target. 

This indicates limited upside from its current price hovering around $38. 

CBA shares still appear overpriced according to Shaw and Partners’ James Bills, who recently had a sell rating on Australia’s largest bank. 

Finally, NAB is also receiving poor outlooks from brokers, with Catapult Wealth’s Dylan Evans recently issuing a sell recommendation on the big four bank stock. 

The post Which big 4 bank stock will rise the most before the end of 2026? appeared first on The Motley Fool Australia.

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• If I invest $5,000 in NAB shares, what passive income will I receive in FY27?
• Macquarie Group vs Commonwealth Bank: Which ASX bank is the better buy?
• Sell alert! Why this expert is calling time on Tabcorp and NAB shares
• Could CBA shares reach $180 in 2027?
• Buy, hold, sell: Coles, NAB, CSL shares

Motley Fool contributor Aaron Bell has positions in National Australia Bank. 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 are hunting for big potential returns, then it could be a good idea to check out the S&P/ASX 200 index (ASX: XJO) share in this article.

That’s because the team at Bell Potter believes that it could smash the market over the next 12 months.

Which ASX 200 share?

The share that Bell Potter is urging investors to buy is Nickel Industries Ltd (ASX: NIC).

It is an Indonesia-focused vertically integrated nickel producer with production assets across nickel ore mining, Nickel Pig Iron (NPI) production, and nickel Mixed Hydroxide Precipitate (MHP) production. 

Bell Potter notes that low rainfall is impacting its operations. It said:

NIC reported that low rainfall is impacting water supply in Central Sulawesi and interrupting the ramp-up of the 46%-owned Excelsior Nickel Cobalt (ENC) HPAL project. […] Should water supply constraints persist, ENC is expected to run at ~30% of nameplate until water availability normalises. The wet season is late and inherently hard to predict, but normalisation is anticipated by December 2026.

On a positive note, the low rainfall has supported mining and haulage productivity. The broker adds:

Conversely, the dry conditions have supported mining and haulage productivity at the Hengjaya Mine, which achieved 3.1Mwmt of nickel ore sales in July and August, including a record 1.6Mwmt in August 2026. This is tracking ahead of our prior forecast, which we incrementally increase from here, noting the current 14.3Mt RKAB sales permit cap. NIC’s RKEF operations continue unaffected by the water shortage.

Should you invest today?

According to the note, the broker has retained its buy rating and $1.45 price target on the ASX 200 share.

Based on its current share price of 80 cents, this implies potential upside of 81% for investors over the next 12 months.

In addition, a very generous 7.7% dividend yield is forecast in FY 2027, followed by a massive 15.5% dividend yield in FY 2028.

Commenting on its buy recommendation, Bell Potter said:

EPS changes in this report are: CY26: -10%; CY27: 0%; CY28: 0% as we update for a revised production outlook and higher price realisations. NIC is one of the world’s largest listed nickel producers and offers exposure across a range of nickel products and markets. It has a track record of maintaining margins through low nickel prices, benefitting from its diversified product suite and margin exposure across an integrated value chain. We retain our Buy recommendation and TP$1.45/sh.

The post Why this ASX 200 share could rise 80% appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• 5 things to watch on the ASX 200 on Monday
• This ASX nickel miner could jump 57%, Macquarie says
• 3 ASX mining shares Bell Potter rates a buy
• Strong profit growth shines in Nickel Industries half-year 2026 earnings

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.

If you are lucky enough to have $20,000 to invest in the share market, then it could be a good idea to consider some exchange traded funds (ETFs).

But which ones could be worth a closer look? Let’s dig deeper into three ASX ETFs that could be top picks. Here’s what they offer:

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF to consider is the iShares S&P 500 ETF.

This fund tracks the famous S&P 500 Index, which includes 500 of the largest listed companies in the United States.

That gives investors access to some of the world’s most successful businesses across technology, healthcare, financial services, consumer products, industrials, and other industries.

Among its holdings are the likes of Nvidia (NASDAQ: NVDA), Walmart (NASDAQ: WMT), McDonald’s (NYSE: MCD), and Apple (NASDAQ: AAPL).

This could make it a great way to invest across the US market.

Betashares Global Quality Leaders ETF (ASX: QLTY)

Another ASX ETF that could be worth a closer look is the Betashares Global Quality Leaders ETF.

This fund invests in global companies that demonstrate strong quality characteristics.

That includes businesses with high profitability, healthy balance sheets, and relatively stable earnings.

This could be a sensible approach to long-term investing, particularly in the current environment.

Companies with strong financial positions can often keep investing for growth during difficult economic conditions. They may also be better placed to take advantage of opportunities when weaker competitors are struggling.

The Betashares Global Quality Leaders ETF offers exposure to a portfolio of companies selected for these characteristics across developed markets.

It was recently recommended by the team at Betashares.

Betashares Global Cash Flow Kings ETF (ASX: CFLO)

A final ASX ETF to consider for the $20,000 is the Betashares Global Cash Flow Kings ETF.

This fund focuses on global companies that generate strong free cash flow.

Free cash flow is the money a business has left after paying its operating expenses and capital expenditure.

It can be an important indicator of financial strength. Companies generating significant free cash flow have more flexibility to invest in growth, pay dividends, buy back shares, reduce debt, or make acquisitions.

That can be particularly valuable during periods when economic conditions are challenging.

For investors looking to build wealth over the next decade, it could be an attractive way to back companies with strong underlying financial characteristics. It was also recently recommended by analysts at Betashares.

The post Where to invest $20,000 in ASX ETFs today appeared first on The Motley Fool Australia.

More reading

• Do you invest in ASX managed funds? Here’s something I wish I knew 10 years ago
• 4 most popular ASX ETFs revealed: survey
• How to make $26,000 of passive income from ASX shares
• 5 ASX ETFs to buy and hold forever
• What Warren Buffett can teach Australians about superannuation

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 Apple, Nvidia, Walmart, and iShares S&P 500 ETF. The Motley Fool Australia has recommended Apple, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Argo Investments Ltd (ASX: ARG) has announced it will pay dividends every three months from the start of next year, while also flagging its dividend payments for the year ahead.

Dividend payouts to increase

The listed investment company said it intended to pay four, 10-cent, fully-franked dividends next year, increasing its dividend payments from this year’s 38.5 cents.

Argo’s Managing Director Jason Beddow said the move to quarterly dividends “will provide our shareholders with more regular income to help meet the evolving cash flow needs of many households, while also making Argo more attractive to prospective shareholders”.

Mr Beddow added that the 40-cent dividend payout next year would be another record high for the company.

Argo in FY26 posted a profit of $260.2 million, up from $259.8 million the previous year.

The company said its final dividend “includes a listed investment company (LIC) capital gain component of 5 cents per share, reflecting crystallised gains in the portfolio”.

Argo added:

When Argo realises a capital gain on the sale of a long-term holding in our portfolio, a capital gains tax discount can be passed on to shareholders as though they made the gain themselves. This allows most individuals and self-managed superannuation funds to claim a tax deduction, in addition to the benefit of franking credits. Please note, the LIC capital gain component of this dividend is unaffected by the recent changes to Australia’s capital gains tax (CGT) regime. Argo is engaging with government through our industry association to ensure we maintain our special status as a genuine long-term investor, rather than a trader, so we can continue to provide this benefit to our shareholders.

Trading gains locked in

Major additions to the Argo portfolio over the year included CSL Ltd (ASX: CSL), Amcor Ltd (ASX: AMC), and Megaport Ltd (ASX: MP1).

Sales included Rio Tinto Ltd (ASX: RIO), Reece Ltd (ASX: REH), and Macquarie Group Ltd (ASX: MQG).

Argo said it outperformed the S&P/ASX 200 Index (ASX: XJO) during the year.

The company said:

Argo delivered a full-year return of +8.7% based on net tangible assets (NTA) return after all costs and adjusted for company tax paid, outperforming the Index, which rose +6.1%, without allowing for any costs. The outperformance generated approximately $200 million in additional value for the portfolio. The biggest positive contributors to performance during the financial year were our positions in Rio Tinto, Macquarie Group and Lynas Rare Earths. Our underweight exposure to Commonwealth Bank relative to the Index also boosted returns as the bank’s share price retreated from its lofty valuations, following a sharp sell-off after the May Federal Budget.

Argo said it had outperformed the index over the past five years. The company is valued at $6.91 billion.

The post This outperforming ASX dividend stock will now pay out on a quarterly basis appeared first on The Motley Fool Australia.

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• Starting with $20,000, how to build a portfolio generating $5,000 a year in passive income

Motley Fool contributor Cameron England has positions in CSL and Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, Macquarie Group, and Megaport. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Lynas Rare Earths Ltd. The Motley Fool Australia has positions in and has recommended Amcor Plc. The Motley Fool Australia has recommended CSL and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Vanguard Australian Shares High Yield ETF (ASX: VHY) is a very appealing option for a high dividend yield and it could be a strong option for passive income.

The purpose of the VHY ETF is to provide low-cost exposure to ASX shares that have higher forecast dividends relative to other ASX shares.

It achieves diversification by restricting the proportion of the portfolio invested in any one industry to 40% of the total ETF and 10% in any one company. Australian real estate investment trusts (A-REITs) are excluded from the portfolio entirely.

Given that many of the ASX’s largest blue-chip shares also offer sizeable dividend yields, it’s not surprising that many of its biggest holdings are also the largest in Australia.

Major holdings

At the end of August 2026, its biggest holdings were:

• BHP Group Ltd (ASX: BHP)
• Commonwealth Bank of Australia (ASX: CBA)
• National Australia Bank Ltd (ASX: NAB)
• Westpac Banking Corp (ASX: WBC)
• ANZ Group Holdings Ltd (ASX: ANZ)
• Rio Tinto Ltd (ASX: RIO)
• Woodside Energy Group Ltd (ASX: WDS)
• Macquarie Group Ltd (ASX: MQG)
• Telstra Group Ltd (ASX: TLS)
• Transurban Group (ASX: TCL)

Perhaps unsurprisingly, more than 70% of the portfolio is invested ASX financial shares, ASX mining shares and ASX energy shares, which are known for paying large passive income most years.

The portfolio has 92 holdings, though the biggest names carry the largest weightings. The ten names I highlighted above accounted for 61.6% of the total ETF portfolio.

VHY ETF dividend yield

Because the portfolio focuses on passive income and the attractive franking credits that can come with dividends paid by Australian companies, Vanguard reports its dividend yield both excluding and including franking credits.

According to the forecast dividends from FactSet – which Vanguard uses as a dividend data provider – the VHY ETF dividend yield excluding franking credits is forecast to be 4.2%.

Including franking credits (sometimes referred to as a ‘grossed-up dividend yield’), the forecast dividend yield is 5.6%.

What would it take to generate $1,000 of passive income?

The number of VHY ETF shares (called ‘units’) needed to generate $1,000 in dividends depends on whether we include franking credits in the total.

If we exclude franking credits, an investor would likely need about 282 VHY ETF units to generate $1,000 in passive income, assuming the dividend projection is close to reality.

If franking credits are included, then an investor would likely need an estimated 212 VHY ETF units.

It’s a solid option, with the dividends coming from a somewhat diversified portfolio. However, I’d want to add other ASX shares in there too for additional dividend diversification because it is quite heavily focused on a limited number of industries and a tilt towards a few large names.

The post How much must I invest in VHY ETF shares to earn a $1,000 passive income in 2027? appeared first on The Motley Fool Australia.

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• How to earn $10,000 in passive income a month with these ASX dividend shares
• Term deposits are paying more than ever. Are ASX dividend shares still worth it?

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 Macquarie Group and Transurban Group. The Motley Fool Australia has positions in and has recommended Telstra Group and Transurban Group. The Motley Fool Australia has recommended BHP Group, Macquarie Group, and Vanguard Australian Shares High Yield ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Broking house Morgans has released new research reports on two companies, which it says will increase in value by almost a third over the next 12 months.

Let’s see who they like.

Nufarm Ltd (ASX: NUF)

Morgans writes in its research note on the food sector that conditions are ripening for soft commodities to perform well, with two “genuine supply shocks” hitting the sector.

The broker said world food prices rose for a third straight month in August, heading close to a four-year high, but still 17% below the March 2022 peak.

Part of the reason includes Russia and Ukraine attacking each other’s Black Sea ports, with Russian exports at their lowest since 2016, and Ukraine’s at a 16-year low, Morgans said.

Also impacting prices were drought conditions which had affected wheat output globally, “and there appears near-certain odds on El Niño running through to February 2027”.

Morgans said Nufarm was their top pick in the agricultural sector.

They added:

The new management team continues to turn the business around and are ungearing the balance sheet, with the focus on quality of earnings. 1H26 came in at the upper end of guidance, setting up strong FY26 EBITDA growth on normal seasonal conditions. Investor Days on 28-29 September are the next catalyst.

Morgans has a $4.15 price target on Nufarm shares compared to $3.16 at the time of writing.

If achieved, this would be a 31.3% return. Nufarm is valued at $1.25 billion.

SGH Ltd (ASX: SGH)

Morgans has actually downgraded its price target for SGH shares, but is still predicting a 31.3% return.

The downgrade has come about as a result of SGH’s 30% shareholding in Beach Energy Ltd (ASX: BPT) and negative earnings revisions from Beach in a report in early August.

Morgans said:

SGH is an industrial compounder with a decade-long record of EBIT growth, underpinned by three market-leading businesses exposed to durable Australian thematics: 1) mining production (WesTrac), 2) infrastructure/construction (Boral, Coates), and 3) Transitional Energy. The key investment thesis rests on continued margin improvement at Boral, operating leverage across a largely fixed-cost industrial asset base, and disciplined capital recycling at a 15% return on capital employed hurdle.

Morgans said that with the balance sheet deleveraging, debt capacity was rebuilding for another potential acquisition.

Morgans has a buy rating on SGH shares with a price target of $48, down from $50.

SGH is valued at $14.9 billion. Beach Energy shares are currently 25.2% lower over a 12-month period.

The post Morgans tips both of these ASX shares to rise 31% appeared first on The Motley Fool Australia.

More reading

• Why this ASX 200 stock is a compelling buy with 30% upside
• 40 ASX shares with ex-dividend dates next week
• Bell Potter says this ASX 200 stock is a buy
• 5 things to watch on the ASX 200 on Thursday

Motley Fool contributor Cameron England 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.

There are plenty of ASX dividend shares that could help investors build a passive income stream.

But which ones could be worth buying now?

Let’s take a look at three shares that could offer attractive income in the coming years.

Accent Group Ltd (ASX: AX1)

The first ASX dividend share to consider is Accent Group.

It is a major footwear and apparel retailer with brands including The Athlete’s Foot, Platypus, Hype DC, and Stylerunner. It also has exposure to well-known international footwear brands such as Skechers.

Accent has been battling difficult retail conditions, which have weighed heavily on earnings and its share price.

However, the company has a strong position in the Australian footwear market and a large store network that could benefit when consumer spending improves.

As a result, income investors may want to consider buying Accent shares while sentiment is weak and potentially benefit from a recovery in earnings and dividends.

Morgans is expecting a fully franked 4.9 cents per share dividend in FY 2027. Based on its current share price of 69 cents, this equates to a dividend yield of 7.1%.

Cedar Woods Properties Ltd (ASX: CWP)

Another ASX dividend share that could be worth considering is Cedar Woods Properties.

The property developer has a portfolio of residential communities, apartments, townhouses, and commercial developments across Australia.

What makes Cedar Woods attractive is its exposure to the country’s ongoing need for housing.

Population growth, housing shortages, and demand for well-located communities could support the company’s development pipeline for many years.

Cedar Woods also has a long history of returning profits to shareholders through dividends.

The team at Bell Potter expects this trend to continue. It has forecast a fully franked FY 2027 dividend of 44 cents per share. Based on its current share price of $6.49, this would mean a forward dividend yield of approximately 6.8%.

Woolworths Group Ltd (ASX: WOW)

A final ASX dividend share to look at is Woolworths.

The supermarket giant offers a different type of income opportunity to the first two companies.

Its yield is lower, but its earnings are supported by one of the most defensive industries in the country.

Australians need to buy groceries regardless of what is happening with interest rates, employment, or consumer confidence. This gives Woolworths a relatively dependable revenue base.

For investors seeking passive income from a mature, cash-generating business, Woolworths could be a strong option.

Morgans is forecasting a fully franked dividend of $1.08 per share in FY 2027. This represents a dividend yield of approximately 2.8%.

The post Why these ASX dividend shares could be buys for passive income appeared first on The Motley Fool Australia.

More reading

• Which ASX dividend shares are buys for passive income?
• 5 ASX shares I’d recommend to beginners
• How much do I need in superannuation to receive $1,000 passive income per week?
• Sell alert! Why this expert is calling time on Woolworths and CBA shares
• Worried about a downturn? 3 ASX shares and 3 ETFs built to weather it

Motley Fool contributor James Mickleboro has positions in Accent Group and Woolworths Group. 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 Accent Group and Cedar Woods Properties. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I like to make regular, smaller investments in my portfolio to build up positions in ASX dividend shares that I’m bullish about. MFF Capital Investments Ltd (ASX: MFF) was the latest investment I made, with a $1,100 purchase.

I invested last week, when the price was a bit lower. But, when I talk about the dividend yield below, I’ll look at the yield at the time of writing.

I’m buying ASX dividend shares like MFF because of the investment exposure they provide as well as the compelling dividend payouts. One day, I’d love for my dividend income to be able to cover the core spending essentials in my life.

With that goal in mind, MFF looks like a leading contender for that purpose.

Strong dividend income

Let’s start with the passive income payments.

Over the past five years, the investment business has grown its six-monthly dividends at a compound annual growth rate (CAGR) of 26%.

It intends to grow its FY27 first-half dividend by another 20% to 12 cents per share and I expect the FY27 final dividend will be increased by 18% to 13 cents per share.

If the ASX dividend share does deliver on those expectations, the annual dividend per share would be 25 cents. That’s a FY27 grossed-up dividend yield of 6.6%, including franking credits.

That’s just the starting dividend yield – if it continues growing the payouts, then the dividend yield could quickly grow to more than 7%, then 8% and so on over the coming years.

Impressive investment process

A big factor in funding such a pleasing dividend history has been its investment performance.

Over the five years to 30 June 2026, its post-tax net tangible assets (NTA) has grown at an average of 14%.

With its portfolio, its goal is to build lasting wealth for shareholders through ownership of a portfolio of advantaged businesses.

Its investment mandate is unconstrained – it’s not limited to certain sectors, geographic markets or size of business. This flexibility allows the MFF to “adapt to changing investment market conditions and pursue opportunities that it identifies as offering attractive risk-adjusted investment returns”.

Currently, some of its biggest holdings include Mastercard, Alphabet, Visa, Bank of America, Amazon and Microsoft.

Capital growth

With those impressive investment returns, the business has only paid out part of its profits as dividends. The retained amounts can compound for investors, which is a key tailwind for the MFF share price.

Over the past five years, MFF shares have risen by 84%. I think it’ll continue rising in the long-term, though I’m not expecting the next five years to be as strong as the last five years, particularly with how it needs to fund its rising dividends.

But, as an ASX dividend share, it ticks the boxes of what I’m looking for.

The post Why I just invested $1,100 in this ASX dividend share appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Mff Capital 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 positions in and has recommended Mff Capital Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) started the week with a very small gain. The benchmark index rose a fraction to 8,731.9 points.

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

ASX 200 to rise

The Australian share market looks set for a good session on Tuesday following a strong night in the United States. According to the latest SPI futures, the ASX 200 is expected to open the day 28 points or 0.3% higher. On Wall Street, the Dow Jones rose 0.7%, the S&P 500 jumped 1.5%, and the Nasdaq stormed 2.25% higher.

Dividend payday

A group of ASX 200 shares will be rewarding their shareholders with their latest dividend payments on Tuesday. This includes Sigma Healthcare Ltd (ASX: SIG), Suncorp Group Ltd (ASX: SUN), and Coles Group Ltd (ASX: COL). The latter is paying shareholders a fully franked 37 cents per share dividend later today.

Oil prices tumble

ASX 200 energy shares Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a tough session on Tuesday after oil prices tumbled overnight. According to Bloomberg, the WTI crude oil price is down 4.9% to US$95.37 a barrel and the Brent crude oil price is down 3.6% to US$100.10 a barrel. This was driven by optimism that the US and Iran could start peace talks.

Gold price falls

ASX 200 gold shares Genesis Minerals Ltd (ASX: GMD) and Capricorn Metals Ltd (ASX: CMM) could have a soft session after the gold price dropped overnight. According to CNBC, the gold futures price is down 1% to US$4,381.3 an ounce. The precious metal has come under pressure due to increasing US rate hike bets.

Buy Telix shares

Telix Pharmaceuticals Ltd (ASX: TLX) shares could be in the buy zone according to Bell Potter. In response to its merger news, the broker has retained its buy rating and $19.00 price target on Telix’s shares. It said: “We are yet to include the earnings impact from the transaction in our forecast, nevertheless, it represents a once in a lifetime opportunity to acquire a dominant share in the supply of Lu-177 that is very difficult to replicate. While earnings may take a year or two to realise, the underlying value is obvious. Maintain Buy rating.”

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

More reading

• Should I buy Coles shares for passive income?
• Telix shares just crashed 12% on merger news. Time to buy the dip?
• Here are the top 10 ASX 200 shares today
• ASX 200 claws back its early losses. What’s moving the market?
• Sigma Healthcare vs Sonic Healthcare: Which ASX healthcare share wins?

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

The CSL Ltd (ASX: CSL) share price has been one of the ASX’s best performers since early June 2026, rising about 90%. We’re going to look at the potential returns CSL could deliver in the year ahead.

The ASX biotech share had a difficult FY26, but FY27 looks much more positive.

In FY26, total revenue declined 1% to $15.8 billion, underlying net profit (NPATA) declined 2% to $3.1 billion, operating cash flow fell 1% to $3.5 billion and its net profit worsened by 184% to a net loss of $2.6 billion.

To go from a business regularly generating double-digit growth to a business seeing its underlying financials fall wasn’t appealing to investors.

However, FY27 looks much more positive for the business. We’ll look at the guidance for the upcoming year ahead and then look at what analysts are projecting for the CSL share price.

FY27 guidance

In the 2027 financial year, CSL expects revenue to be in line with the prior year and underlying NPAT growth of approximately 5%.

The CSL Behring division expects mid-single-digit revenue growth, with Ig growth in the mid-to-high single-digits. CSL said Behring will continue to focus on core plasma collection efficiency and manufacturing productivity.

CSL Seqirus expects low single-digit revenue growth. Immunisation rates in the United States are expected to decline, but at a slower rate than recent seasons.

The company also said that Vifor expects revenue to decline by approximately 25%, driven by “generic competition in iron products, the conclusions of the TDAPA period for VELPHORO, and the revocation of the marketing authorisation for TAVNEOS.

The company’s interim CEO and managing director Gordon Naylor gave some positive commentary with the outlook:

CSL is positioned for a return to sustainable growth, supported by solid plasma market fundamentals, a simplified business and targeted investment in our commercial capabilities and development programs.

The company’s ongoing strong cash flow and balance sheet have enabled us to announce a further A$1.1 billion share buy-back program and maintain our dividend.

What could happen with the CSL share price?

The CSL share price has risen enormously, and analysts seem to think it has peaked for now.

According to CMC Invest, the business has received 11 ratings in the last three months. The average price target is $175.02, implying it could trade at the same price a year from now.

The most optimistic price target is $213, implying a 12% rise. However, the most negative price target is $133, suggesting a possible 24% decline.

If it is flat over the next 12 months, there could be better ASX shares to buy today. 

The post How much could the CSL share price rise in the next year? 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 positions in and has recommended CSL. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.