Author: openjargon

Income investors on the ASX typically have two choices when it comes to stock picking. One, they can go for the dividend payers that offer large yields upfront, but offer little in the way of dramatic growth going forward. That might include shares like Westpac Banking Corp (ASX: WBC) or Telstra Group Ltd (ASX: TLS). Otherwise, investors can consider the dividend growth stocks that might not have a lot to show in current yield, but are growing payouts at a blistering pace.

Companies like WiseTech Global Ltd (ASX: WTC) and TechnologyOne Ltd (ASX: TNE) arguably fall into this bucket.

However, there is a middle road that companies can walk between these two other paths. It is a narrow one, but it can potentially provide the best of both worlds of dividend investing.

I think MFF Capital Investments Ltd (ASX: MFF) belongs in this sweet spot.

MFF is a listed investment company (LIC). Like most LICs, it owns and manages a portfolio of other, underlying investments on behalf of its shareholders. In MFF’s case, these investments consist mostly of high-quality US stocks.

MFF follows a Warren Buffett-esque strategy of buying high-quality companies that have shown that they possess a moat and can compound their revenues and earnings over long periods of time. These companies are purchased at compelling prices and left alone in MFF’s portfolio to work their magic. Some of this company’s long-term investments include Amazon, Alphabet, Mastercard, Home Depot, and Visa.

The best dividend growth stock on the ASX?

Over the past decade, MFF has used the proceeds (and dividends) from its investments to fund a growing dividend of its own. This dividend growth has been so dramatic that it might even qualify MFF Capital Investments as one of the ASX’s best dividend growth stocks.

Let’s get into why.

Starting with a pair of bookends, MFF grew its annual dividend from 2 cents per share in 2017 to the 17 cents per share investors enjoyed in 2025. That’s a compounded average growth rate (CAGR) of 30.67% per annum. Dividend growth has been particularly strong in recent years, too. MFF raised its annual dividend from 7.5 cents per share in 2022 to 9.5 cents in 2023 (up 26.7%), and then again to 13 cents per share in 2024 (up 36.8%).

Last year, MFF also informed investors that it plans on paying out an interim dividend worth 10 cents per share in 2026. If that turns out to be the case, it would represent a 25% hike over 2025’s interim dividend of 8 cents per share.

MFF’s dividends have historically come with full franking credits attached too.

This blistering dividend growth has been a windfall for long-term investors. To illustrate, someone who purchased shares at around $2 each ten years ago would be looking at a yield-on-cost of 8.5% today.

Despite this impressive dividend growth, MFF shares don’t come with the downside of a small yield today. At yesterday’s closing price of $4.96, MFF shares were trading on a trailing dividend yield of 3.43%.

The post 31%: This could be the best dividend growth stock on the ASX 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, Home Depot, Mastercard, Technology One, Visa, and WiseTech Global. The Motley Fool Australia has positions in and has recommended Telstra Group and WiseTech Global. The Motley Fool Australia has recommended Alphabet, Amazon, Mastercard, Mff Capital Investments, Technology One, and Visa. 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 on investors’ watchlists today after delivering strong Q2 FY26 gold production from its Karlawinda Gold Project, with 30,476 ounces produced and cash and gold on hand rising to $444.2 million at quarter’s end.

What did Capricorn Metals report?

• Gold production: 30,476 ounces in Q2 FY26 (YTD: 62,794 ounces)
• On track for upper end of FY26 production guidance of 115,000–125,000 ounces
• All-in sustaining cost (AISC) guidance: $1,530–$1,630 per ounce
• Cash and gold on hand: $444.2 million at 31 December 2025 (up from $394.4m in September)
• Quarterly cash build: $88.8 million before $39.0 million in capex
• Capital spend: $36.1 million at KEP; $2.9 million at Mt Gibson Gold Project

What else do investors need to know?

The Karlawinda Expansion Project remains on schedule, with key construction milestones met, including major concrete works and over 70% of the plant site concrete poured. Structural, mechanical and piping contractors are now on-site, and several major equipment deliveries have been made, with the ball mill still to arrive early in the next quarter.

At the Mt Gibson Gold Project, Capricorn has advanced process plant design to 98% completion and begun early works with preferred mining contractor MACA. The company also submitted the final Public Environment Report for regulatory review and is progressing through state and federal approval processes.

What’s next for Capricorn Metals?

Capricorn Metals is aiming to hit the upper end of its FY26 production guidance as Karlawinda delivers steady operational results and expansion works progress. Management expects commissioning of new processing facilities to begin in Q1 FY27, supported by steady cash generation and continued project advancement at both Karlawinda and Mt Gibson.

Detailed operational and cost results, as well as further updates on project milestones, are due in the company’s full quarterly report later in January.

Capricorn Metals share price snapshot

Over the past 12 months, Capricorn Metals shares have risen 124%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Capricorn Metals hits key Q2 production targets and advances expansion projects 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.

The Regis Resources Ltd (ASX: RRL) share price is in focus after the gold miner posted a record quarterly cash and bullion build of $255 million and total group gold production of 96.6 thousand ounces for the December 2025 quarter.

What did Regis Resources report?

• Gold production for Q2 FY26: 96.6 thousand ounces
• Total gold production for H1 FY26: 186.9 thousand ounces
• Record cash and bullion build for the quarter: $255 million
• Cash and bullion balance at 31 December 2025: $930 million
• Dividends paid during the quarter: $38 million

What else do investors need to know?

Regis Resources achieved production broadly in line with its FY25 guidance, with Duketon producing 57.6 thousand ounces and Tropicana 39.0 thousand ounces this quarter. The company’s cash and bullion position has reached its highest point ever, underlining a strong financial position.

Further operational details, including all-in sustaining costs, will be shared in the full quarterly update scheduled for 22 January 2026. Investors can register for the webcast and conference call at 11:00am AEDT on that day.

What’s next for Regis Resources?

Investors will be watching the upcoming full quarterly results announcement for more detail on costs and potential updates to guidance. Regis continues its focus on strong operational performance and disciplined capital allocation, positioning itself to benefit from favourable gold prices.

With a record cash and bullion balance, the company appears well placed to support future dividends and potential growth initiatives in 2026.

Regis Resources share price snapshot

Over the past 12 months, Regis Resource shares have risen 190%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post Regis Resources reports record cash and bullion build in latest earnings update appeared first on The Motley Fool Australia.

More reading

• Capricorn Metals hits key Q2 production targets and advances expansion projects
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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.

The West African Resources Ltd (ASX: WAF) share price is in focus today after the gold miner achieved its 2025 production guidance, producing a record 300,383 ounces of gold across its Sanbrado and Kiaka operations.

What did West African Resources report?

• Q4 gold production: 112,019 ounces
• Q4 gold sales: 105,995 ounces at an average realised price of US$4,058 per ounce
• Full year 2025 gold production: 300,383 ounces (within guidance of 290,000–360,000 ounces)
• Full year gold sales: 280,065 ounces at an average price of US$3,525 per ounce
• Sanbrado 2025 gold production: 205,228 ounces
• Kiaka 2025 gold production: 95,155 ounces

What else do investors need to know?

The Sanbrado underground mine experienced a 16% decrease in ounces mined during Q4 compared to Q3, due to a 14% lower underground grade. This, combined with a planned mill shutdown, resulted in a 17% quarter-on-quarter fall in Sanbrado’s gold production.

Kiaka’s open pit mine ramped up strongly, with a 76% jump in mined ounces for the quarter. The new processing plant also made solid gains, driving a 208% increase in gold production from the previous quarter as plant throughput and ore grades improved.

There was a difference between ounces produced and sold, attributed to a build-up of gold in circuit at Kiaka and timing of shipments.

What did West African Resources management say?

Executive Chairman and CEO Richard Hyde said:

I would like to commend both our Sanbrado and Kiaka operational teams for achieving WAF’s gold production guidance for a fifth consecutive year. Combined group gold production of 300,383 ounces from our Sanbrado and Kiaka gold mining centres for the full year 2025 was well within WAF’s annual guidance of 290,000 to 360,000 ounces, and was a record year of production for WAF. We look forward to providing our full quarterly activities report in the coming weeks.

What’s next for West African Resources?

West African Resources is set to release a full quarterly activities report soon, which will provide further details on operational performance and project progress. Investors will also be watching for further ramp-up progress at Kiaka and any updates on future production targets.

The company’s strategy of unhedged gold production gives it full exposure to any moves in the gold price, which may influence future revenues and shareholder returns.

West African Resources share price snapshot

Over the past 12 months, West African Resources shares have risen 115%, significantly outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 5% over the same period.

View Original Announcement

The post West African Resources delivers record 2025 gold production – earnings update appeared first on The Motley Fool Australia.

More reading

• Capricorn Metals hits key Q2 production targets and advances expansion projects
• Regis Resources reports record cash and bullion build in latest earnings update
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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.

After a tough 2025, many investors are still licking their wounds. Several former market darlings suffered sharp selloffs as AI bubble concerns and company-specific issues weighed heavily on sentiment.

But history shows that some of the strongest rebounds often come from high-quality businesses that fall too far, too fast.

The good news is that analysts are now pointing to substantial upside for several beaten-down names.

For example, here are three ASX stocks that could potentially double in 2026 if everything goes to plan.

Telix Pharmaceuticals Ltd (ASX: TLX)

Telix Pharmaceuticals shares were sold off in 2025 and are down 55% over the past 12 months. Investors were hitting the sell button after reassessing development timelines and regulatory risks in response to the US Food & Drugs Administration not approving the new drug application for Pixclara. This followed the rejection of Zircaix in the previous year.

While this is disappointing, it is worth remembering that its prostate cancer imaging product is already generating revenue, and its pipeline spans multiple high-value oncology indications. In addition, Bell Potter is confident that the long-awaited regulatory approval for Zircaix is coming in 2026, which could be a game-changer for this ASX stock.

It is for this reason that Bell Potter has a buy rating and $23.00 price target on Telix shares. This implies potential upside of around 110% from current levels.

WiseTech Global Ltd (ASX: WTC)

WiseTech Global was one of the hardest-hit ASX stocks in 2025. Concerns around the behaviour of its founder, acquisitions, and a new business model change combined to trigger a dramatic sell-off.

However, the underlying business remains highly attractive. CargoWise is deeply embedded in global freight forwarding operations, creating sticky recurring revenue and high switching costs. As global trade normalises and digital transformation continues across logistics, WiseTech remains well placed to benefit.

Morgan Stanley appears to believe the market has gone too far. It currently has an overweight rating and $130.00 price target on WiseTech shares. This suggests that upside of approximately 100% is possible between now and this time next year.

Xero Ltd (ASX: XRO)

Finally, Xero shares sank in 2025 as investors questioned management’s decision to make a huge acquisition and became concerned over the threat of AI on software stocks. That derating has been painful, but it has also reset expectations.

Despite the share price weakness, Xero’s long-term story remains compelling. The company continues to grow its subscriber base globally, monetise its ecosystem more effectively, and expand average revenue per user.

Small and medium-sized businesses remain under-penetrated globally when it comes to cloud accounting, giving Xero a long runway for growth.

Macquarie clearly sees a disconnect between price and potential. The broker has an outperform rating and $230.30 price target on Xero shares. This implies potential upside of around 115% over the next 12 months.

The post 3 phenomenal ASX stocks that could double in 2026 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in WiseTech Global and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group, Telix Pharmaceuticals, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended Macquarie Group, WiseTech Global, and Xero. 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.

A sharp share price fall is never comfortable, but for long-term income investors it can sometimes create rare opportunities.

When a quality business is sold down hard, dividend yields can quietly become very attractive for those willing to look beyond short-term pain.

One ASX dividend stock that fits this description right now is Accent Group Ltd (ASX: AX1).

Why could it be an ASX dividend stock to buy?

Over the past 12 months, Accent Group shares have fallen roughly 60%, leaving them trading around 92 cents.

That decline reflects a tough retail environment, cost pressures, and cautious sentiment toward discretionary spending. However, the underlying business remains robust, and the income outlook is starting to look compelling.

Accent Group is a leading footwear retailer in Australia and New Zealand, operating a large portfolio of well-known brands such as Platypus, Hype, Athlete’s Foot, and Skechers. It also has growing exposure to exclusive and private-label brands.

Passive income

From a passive income perspective, the current weakness in the Accent share price has pushed forecast dividend yields to levels that are hard to ignore.

For example, consensus estimates point to fully franked dividends of 4.8 cents per share in FY 2026 and 5.9 cents per share in FY 2027. Based on its current share price, this equates to forward yields of approximately 5.2% and 6.4%, respectively.

When franking credits are taken into account, the grossed-up yield is even more attractive for Australian investors.

Where are its shares going next?

There’s more than just income on offer with this ASX dividend stock. There’s also potential for a meaningful recovery in its share price over the next 12 months.

At present, Accent Group’s shares are changing hands for 13x estimated FY 2026 earnings and 10x FY 2027 earnings. This is notably below average and means there is re-rating potential should its performance improve in 2026.

The chances of an improvement are reasonably strong given how interest rate cuts in 2025 are expected to boost consumer spending in 2026. After all, there is only so long that consumers can put off buying new shoes.

In addition, the company is rolling out the Sports Direct brand across Australia. If this rollout goes well, it could boost sentiment. This could be particularly true given its plans to open at least 50 stores across the country over the next five years.

Overall, for those seeking an ASX dividend stock they can buy, hold, and potentially be paid to wait, Accent Group’s current weakness may turn out to be an incredible buying opportunity.

The post 1 excellent ASX dividend stock, down 60%, to buy and hold for the long term appeared first on The Motley Fool Australia.

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

While it’s easy to flick through headlines of share market winners, it’s also worthwhile looking at ASX shares that are trading at 52-week lows. 

A struggling company can easily be oversold, offering attractive entry points for savvy investors. 

Here are three ASX shares trading close to 52-week lows. 

Computershare Ltd (ASX: CPU)

Computershare closed yesterday at $34.03, while this is slightly ahead of its 52-week low, it is still 20% below its share price last February. 

It is an Australian financial administration company offering global services in corporate trusts, stock transfers, and employee share plans.

On a consumer level, you might be familiar with Computershare’s online portal to manage investments such as shares, dividends, and shareholder communications.

The decline in share price likely reflects broader investing headwinds.

However, after a 20% decline, it may be sitting at a relative discount considering its steady execution of FY26 guidance.

While this isn’t a stock likely to explode overnight, analysts have an average price target just under $37. 

This indicates an upside of more than 8.6% from current levels. 

Audinate Group Ltd (ASX: AD8)

Audinate Group was one of the many ASX technology shares that endured a tough 2025.

In fact, the Information Technology (ASX: XIJ) index fell more than 20%. 

It was an even worse performance from Audinate Group, which is down 60% from its 52 week highs last February. 

It is an Australian technology company that develops and sells digital audio-visual (AV) networking solutions, primarily through its Dante platform, which is widely used in professional audio and AV systems around the world

Investor sentiment soured on these ASX shares after weaker-than-expected financial performance, lowered growth prospects, and cautious outlooks from analysts. 

However after falling significantly, it could be a buy-low target. 

It now sits below estimates from analysts. 

TradingView has an average price target of $7.54. 

This indicates 70% upside from yesterday’s closing price of $4.14. 

Premier Investments Ltd (ASX: PMV)

Premier Investments is an Australian company that owns and operates specialty retail brands, consumer products, and wholesale businesses.

Retail fashion brands that exist under its umbrella include Peter Alexander and Smiggle.

Its share price has fallen more than 46% over the last year as it now sits at a 52 week low. 

Recently, Macquarie reduced its 12-month price target on Premier Investments from $20.80 to $16.20 per share.

This came after a trading update revealed weaker discretionary spending in 1H FY26.

Even taking into account the reduced price target, this price target suggests 20.71% upside.

The post Bargain hunting – these ASX shares are trading near 52-week lows appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Audinate Group. The Motley Fool Australia has positions in and has recommended Audinate Group. The Motley Fool Australia has recommended Premier Investments. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX consumer staples shares largely fell flat in 2025. 

Last week, The Motley Fool’s Bronwyn Allen compared the performance of all 11 ASX sectors for 2025.

Coming in a disappointing 8th place was consumer staples shares. 

The S&P/ASX 200 Consumer Staples index (ASX:XSJ) rose just 1.43% for the year. 

For comparison, the best performing sector – materials – rose more than 31%. 

Why buy consumer staples shares?

Consumer staples shares play an important role in the economy for the everyday punter. 

These companies provide essential goods and services. 

Essentially, consumer staples are items people need rather than want, so they will continue to buy regardless of their financial situation. 

This provides some defensive advantages, as they aren’t linked to market conditions as heavily as other sectors. 

For example, consumer discretionary items like electronics, travel and luxury goods are far more dependent on economic conditions and cash flow. 

If household spending is tight, you aren’t going to book an overseas holiday or buy a new luxury car. 

However you still need groceries, fuel etc. 

This is the appeal of consumer staples shares. 

Two consumer staples shares with upside 

Amongst the sector that fell flat last year, there were two that fell substantially that now may present value. 

The first is Inghams Group Ltd (ASX: ING). 

If the name sounds familiar, that’s because Inghams supplies poultry products, notably to major Australian supermarkets Woolworths and Coles, and quick-service restaurants including McDonalds and KFC.

The company has a dominant position in the poultry market in both Australia and New Zealand. 

In the last 12 months, its share price is down more than 20%. 

The first reason it may be an attractive stock is its healthy dividend. 

It is projected to pay a grossed-up dividend yield of more than 7% this year. It’s hard to find a yield better than that. 

This is significantly above the ASX 200 average of 3.5%.

Furthermore, analysts’ price targets suggest its current share price is below fair value. 

Estimates from TradingView and online brokerage platform SelfWealth list it as undervalued by between 4-11%. 

Another consumer staples stock that could be undervalued is Ridley Corporation Ltd (ASX: RIC).

It is an animal feed manufacturer, engaged in the production and market of stock feed and animal feed supplements.

Its share price is down 4% over the last 12 months. 

This is despite solid earnings in FY25 including  EBITDA climbing 8.6% on FY24. 

SelfWealth lists this stock as undervalued by 33%, while average analyst ratings on TradingView includes a one year price target 30% higher than current levels. 

It also offers a dividend yield above 3%.

The post Two ASX consumer staples shares to buy on the cheap appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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.

Every so often, investors are given the chance to position themselves in front of structural changes that reshape the global economy for decades.

These aren’t short-term fads or cyclical rebounds. They are once-in-a-generation shifts driven by technology, demographics, and productivity gains.

For investors looking ahead to 2026 and beyond, exchange-traded funds (ETFs) can be one of the smartest ways to capture these opportunities without needing to pick individual winners.

Two ASX ETFs that stand out for their exposure to transformational trends that are still in their early stages are listed below. Here’s what you need to know about them:

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The rise of Asia’s technology champions is one of the most powerful investment stories of this century, and it is far from over. The Betashares Asia Technology Tigers ETF provides exposure to many of the region’s most influential and innovative companies, spanning China, Taiwan, and South Korea.

Key holdings include Tencent Holdings (SEHK: 700), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), PDD Holdings (NASDAQ: PDD), SK Hynix, and Alibaba Group (NYSE: BABA). These businesses sit at the heart of digital payments, social media, cloud computing, e-commerce, and advanced semiconductor manufacturing.

What makes this opportunity particularly compelling is its scale. Asia is home to billions of consumers, rapidly growing middle classes, and some of the world’s most advanced manufacturing ecosystems.

While the region’s share markets can be volatile in the short term, long-term growth drivers such as artificial intelligence adoption, digitisation, and rising consumer spending remain firmly intact. For investors with patience, the Betashares Asia Technology Tigers ETF offers a way to tap into technological growth that rivals that of the United States. Betashares recently recommended the fund to investors.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

If there is one theme that could redefine how the global economy functions, it is artificial intelligence and automation. The Betashares Global Robotics and Artificial Intelligence ETF provides investors with diversified exposure to stocks that are building the hardware, software, and systems powering this transformation.

Its portfolio includes leaders such as Nvidia Corp (NASDAQ: NVDA), Intuitive Surgical (NASDAQ: ISRG), and ABB Ltd (SWX: ABBN). These companies are central to everything from AI computing infrastructure and robotic surgery to industrial automation and smart factories.

The opportunity here is not limited to one industry. Robotics and AI are being embedded across healthcare, manufacturing, logistics, defence, and consumer technology. As labour shortages intensify and productivity becomes increasingly critical, automation is shifting from optional to essential.

The Betashares Global Robotics and Artificial Intelligence ETF gives investors exposure to this trend at a global level, capturing innovation wherever it emerges. It was also recently recommended  by the fund manager.

The post 2 brilliant ETFs to buy in 2026 that tap once-in-a-lifetime investment opportunities appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Abb, Intuitive Surgical, Nvidia, Taiwan Semiconductor Manufacturing, and Tencent. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX dividend shares could be some of the smartest buys right now after multiple RBA rate cuts last year. Plus, some businesses can provide exposure to attractive Australian-based earnings, which could be wise if an investor is uncertain about the outlook for the global economy.

If businesses are undervalued, they can be particularly appealing on the dividend yield side of things because a lower valuation boosts the yield.

While the two names below aren’t the most famous, it looks to me like a good time to invest in both of them.

Centuria Industrial REIT (ASX: CIP)

This ASX dividend share is a real estate investment trust (REIT) that owns a portfolio of industrial properties across Australian metropolitan locations.

It continues to benefit from a low vacancy rate in Australian cities because of the limited space and the amount of demand for industrial properties.

Australia requires more space for fresh food and pharmaceutical demand, increased data centre demand, onshoring of supply chains and increasing e-commerce adoption.

The business has properties across the subsectors of distribution centres, manufacturing and production, transport logistics, data centres and cold storage, giving it broad exposure to the industrial sector.

In FY26, it’s expecting to grow its rental earnings – as measured by the funds from operations (FFO) – per unit to between 18.2 cents to 18.5 cents. This guidance represents growth of up to 6% compared to FY25.

The distribution is being paid in quarterly instalments and the ASX dividend share expects to deliver a payout of 16.8 cents per unit in FY26, representing a year-over-year increase of 3% to 16.8 cents. It has a distribution yield of 5.1%.

It also reported $3.92 of net tangible assets (NTA) at 30 June 2025, so it’s valued at an attractive 16% discount.

Adairs Ltd (ASX: ADH)

Adairs is a retailer of homewares and furniture. It has three businesses: Adairs, Focus on Furniture and Mocka.

The company has suffered a valuation decline in recent months. Over the past three months its share price has dropped around 30%.

But, for such a cyclical retailer like Adairs, this lower valuation could be the right time to pounce and then be patient.

This ASX dividend share is not priced for a lot of success over the medium-term. But, analyst estimates suggest that the company could see steadily rising earnings and dividends in the coming years.

The projection on CMC Markets suggests the ASX dividend share could generate earnings per share (EPS) of 20.1 cents in FY26, 24.1 cents in FY27 and 26.8 cents in FY28.

With those forecasts, the potential dividend per share could be 12.5 cents in FY26, 15.5 cents in FY27 and 18 cents in FY28.

At the current Adairs share price, it’s valued at less than 9x FY26’s estimated earnings with a possible grossed-up dividend yield of 10%, including franking credits.

The trading update in October suggested that group sales are expected to grow by at least $9 million in the first half of FY26 to between $319.5 million to $331.5 million. Sales growth is a promising sign for earnings growth, even if it’s not as strong as the market was hoping for.

The post These 2 ASX dividend shares are great buys right now 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 Adairs. The Motley Fool Australia has positions in and has recommended Adairs. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.