Author: openjargon

ASX industrial stock Civmec Ltd (ASX: CVL) is racing higher on Friday.

During afternoon trade, the ASX industrial stock jumped 6.5% to $1.64 after releasing a powerful quarterly update for the period ended 31 March 2026.

The strong reaction from investors is hardly surprising. Civmec not only delivered surging revenue and profit growth, but also unveiled a massive $1.3 billion order book that significantly strengthens earnings visibility heading into FY27 and beyond.

The rally continues what has already been a stellar run for shareholders. The ASX industrial stock is now up roughly 68% over the past 12 months. Civmec shares are dramatically outperforming the benchmark S&P/ASX 200 Index (ASX: XJO), which has gained just 5% over the same period.

So, what exactly impressed the market?

Surging revenue, impressive profit growth

The biggest takeaway from the Q3 result was simple: momentum across the business remains extremely strong.

The ASX industrial stock increased revenue 54.1% year on year to $244.2 million. It’s highlighting the continued strength across Civmec’s engineering, construction, manufacturing, and maintenance operations. For the first nine months of FY26, total revenue climbed to $624.7 million.

Profit growth was equally impressive. EBITDA jumped 44.4% to $27.8 million for the quarter, while net profit after tax surged 68% to $13.5 million. Importantly, margins also remained resilient despite ongoing cost pressures across the industrial sector. Civmec maintained an EBITDA margin of 11.8% across the first nine months of FY26, a sign that the company continues executing projects efficiently while protecting profitability.

Broad exposure growth sectors

But the real headline-grabber was the order book. Management revealed a record $1.3 billion pipeline of secured work, up sharply from the prior year.

That matters because it gives investors far greater confidence about future revenue generation and earnings stability. Large industrial contractors often trade heavily on forward visibility, and Civmec now appears to have one of the strongest work pipelines in years.

The ASX industrial stock also continues to benefit from broad exposure across multiple growth sectors, including resources, energy, infrastructure, and, increasingly, defence. And that defence exposure is becoming a major talking point for investors.

Civmec has strong ties to Western Australia’s Henderson defence precinct, which is expected to play a major role in Australia’s long-term naval shipbuilding and sustainment programs. As government spending on defence infrastructure ramps up, the company could become an increasingly important beneficiary.

What next for the ASX industrial stock?

Management sounded confident about the outlook ahead, pointing to strong tendering activity and a healthy pipeline of additional opportunities.

For investors, the latest update reinforced three key themes. First, revenue and earnings momentum remain very strong. Second, the record order book significantly improves long-term earnings visibility. And third, defence work is rapidly emerging as a potentially powerful long-term growth driver for the business.

With operational momentum building and investors increasingly attracted to infrastructure and defence-linked industrials, it is easy to see why the ASX industrial stock is charging higher today.

The post Why is this ASX industrial stock charging higher today? appeared first on The Motley Fool Australia.

More reading

• Why are Xero shares turning heads today?
• The ASX 200 rebound has already faded. Here’s why
• Why EOS, Megaport, Racura, and Xero shares are racing higher today
• Buy, hold, sell: Superloop, Hansen Technologies, Select Harvests shares
• How high does Morgan Stanley think BHP shares will go?

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

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to end the week with a small decline. At the time of writing, the benchmark index is down 0.1% to 8,633.8 points.

Four ASX shares that are not letting that hold them back are listed below. Here’s why they are rising:

Electro Optic Systems Holdings Ltd (ASX: EOS)

The EOS share price is up 5% to $8.92. Investors have been buying the ASX defence stock today after it released an update on its proposed MARSS acquisition. EOS revealed that MARSS recently entered into a GBP85 million (~A$160 million) contract with an existing Middle Eastern military customer. EOS notes that MARSS’ NiDAR Command and Control (C2) systems are used to detect, track and defeat drone attacks. And due to the performance of the NiDAR system in an active conflict zone, it is seeing accelerated customer enquiry and interest in its integrated and turn-key counter-drone capabilities. Subject to transaction completion, the addition of MARSS’ $217 million order book would increase EOS’ total order book to $726 million.

Megaport Ltd (ASX: MP1)

The Megaport share price is up a further 4% to $13.07. Investors have been buying the network solutions company’s shares this week after it announced another major contract win for its Latitude.sh business. Megaport advised that it has secured three major GPU, CPU, network, and storage contracts across two customers with a combined total contract value of approximately US$182.9 million (A$254 million). Commenting on the news, Megaport’s CEO, Michael Reid, said: “We are at the forefront of an accelerating inflection point across the industry. As use cases shift from AI foundation models to inference and the edge, Megaport is becoming an essential platform for powering the applications of tomorrow with globally distributed, automated infrastructure.”

Racura Oncology Ltd (ASX: RAC)

The Racura Oncology share price is up 7.5% to $2.73. This morning, the oncology company announced that it has received clearance from the Safety Review Committee to escalate the RC220 dose in the Phase 1 Cardioprotection and Anticancer Synergy (CPACS) trial. Racura Oncology’s CEO, Dr Daniel Tillett, commented: “I am extremely proud of the Racura team and our clinical collaborators for reaching this important milestone. The safety seen to date with RC220 in advanced cancer patients, including the absence of dose limiting toxicities even when combined with a standard of care doxorubicin dose, is highly encouraging. Finally, we wish to thank the patients and their families for their courage and generosity shown by participating in the CPACS trial.”

Xero Ltd (ASX: XRO)

The Xero share price is up 9% to $80.33. This cloud accounting platform provider’s shares are rebounding strongly after sinking yesterday following the release of its FY 2026 results. The team at Morgans saw this as a buying opportunity. This morning, the broker retained its buy rating with an $111.00 price target. It said: “XRO reported a better-than-expected FY26 result and FY27 outlook. Earnings momentum continues to improve relative to consensus expectations. Management were confident enough to announce a buy-back and hint at potential capital management in FY28.”

The post Why EOS, Megaport, Racura, and Xero shares are racing higher today appeared first on The Motley Fool Australia.

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• 3 ASX 200 stocks storming higher in this week’s slumping market
• Macquarie says these two ASX 200 companies will benefit from AI, in very different ways
• EOS shares rocket as $726 million order book turns heads
• This ASX tech stock has exploded 75% in a month, but can it climb higher?

Motley Fool contributor James Mickleboro has positions in Megaport and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Electro Optic Systems, Megaport, and Xero. The Motley Fool Australia has positions in and has recommended Xero. 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 are down 0.1% to 8,629.2 points on Friday.

Among the 11 market sectors, technology is the fastest riser, up 3.7%, after a strong lead from Wall Street.

The Nasdaq Composite Index (NASDAQ: .IXIC) has been on a tear, up 11% in a month, and hit a new record overnight.

The materials sector is the laggard, down 2.7%, due to falling gold, silver, copper, iron ore, and lithium prices today.

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

Hansen Technologies Ltd (ASX: HSN)

The Hansen Technologies share price is $4.80, up 1.6% today and down 19% over six months.

Hansen is a global provider of software and services to the energy, water, and communications industries.

Shaw and Partners reiterated its buy rating on this ASX tech share after the company presented at its TechRise Conference.

The broker said:

Management reiterated FY26 remains weighted to a stronger 2H, with DigiTalk contributing ~$10–11m revenue and FX remaining a top-line headwind.

Margin commentary was incrementally more confident, with management suggesting “30% plus” margins are realistic over the medium term, supported by AI-driven productivity gains.

Large telco opportunities and proof-of-concepts continue progressing positively, while AI discussion was materially more commercially focused and increasingly framed as an opportunity.

HSN also expects to be net cash positive later this calendar year, supporting further disciplined M&A. Reiterate Buy. 

Superloop Ltd (ASX: SLC)

The Superloop share price is $3.51, up 0.3% today and up 38% in the calendar year to date.

Nathan Lodge from Securities Vault has a hold rating on this ASX telecommunications share.

Lodge explained his rating on The Bull this week:

This internet service provider is a strong performer, benefiting from increasing data demand and network utilisation. The company is executing well on its fibre and broadband strategy, and earnings momentum has improved.

However, much of the near term upside appears priced in. The market is recognising its infrastructure value and, accordingly, valuation multiples have expanded.

While structural demand for connectivity remains intact, the competitive telecommunications environment in Australia limits pricing power. Growth is likely to continue, but at a more measured pace.

Investors already positioned in SLC should hold, but fresh capital may find better risk-reward opportunities elsewhere.

Select Harvests Ltd (ASX: SHV)

The Select Harvests share price is $3.62, up 1.4% today and down 27% in 2026 so far.

Shaw and Partners reiterated its buy rating on this ASX agriculture share this week.

The broker said Select Harvests is the world’s No. 5 almond producer and exports more than 80% of its almonds.

It noted favourable supply and demand dynamics, including growing almond prices, up 7% over the four weeks to 6 May alone.

Shaw and Partners said:

The confirmation of high demand and tight Californian (and Australian) supply, alongside yesterday’s Blue Diamond’s detailed report on the higher Californian cost base (up to US$3.00/lb) should push almond price up at least 7% to US$3.41/lb.

We rate Select Harvests Limited (ASX:SHV) and Buy for the 64% return over the next 12-24 months from a 57% lift in EBITDA in FY’26F, re-start of dividend in 2HFY’26F, and cash flow platform.

The post Buy, hold, sell: Superloop, Hansen Technologies, Select Harvests shares appeared first on The Motley Fool Australia.

More reading

• Here’s 3 ASX technology companies Shaw and Partners has flagged as a buy
• Superloop lifts revenue and customer base
• Nervous investors turn to ASX 200 defensives as global energy shock drags on
• ASX 200 tech shares rocket 13% as long-awaited sector rebound accelerates

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 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.

Shares in BHP Group Ltd (ASX: BHP) have been trading strongly recently, aided in part by a surging copper price.

The shares are up strongly from 12-month lows of $35.52, to be changing hands for $60.38 on Friday.

The question is have they topped out, or is there more share price strength to come?

BHP in the box seat

The analyst team at Morgan Stanley has published a new research note this week, suggesting BHP is well-placed to benefit from what they say is a structural uplift in copper demand, while the company’s iron ore operations are also performing well.

Morgan Stanley has a bullish share price target on BHP shares, which we’ll get to shortly. Firstly, let’s look at why they like the company.

One reason BHP is in favour is surging copper demand, which it has specifically targeted as a growth driver over the past decade or so.

A lot of this demand has been coming from the so-called green transition, but Morgan Stanley said a new factor is the boom in data centre construction.

As they say:

Copper is the main materials beneficiary of data centre growth. Power distribution equipment accounts for the bulk of copper use in data centres, with industry estimates suggesting that around 75% of copper demand in data centres is tied to power infrastructure (cables, busbars, connectors, and grounding). Against a backdrop of already constrained supply, rising AI and data centre build‑out adds another layer of support to an otherwise tight copper market.

Morgan Stanley said it estimates copper demand from data centre construction will rise to about 760,000 tonnes in 2026, growing to 1.1 million tonnes by 2027.

They added:

On a growth basis, data centres are already material: the ~250kt year on year increase in 2026 alone would contribute roughly 26% to total copper demand growth. In a higher‑case scenario, data centre copper demand could reach ~4.9% of global demand by 2027, comparable with EVs at ~5.1%.   

Morgan Stanley notes that disruptions to copper supply this year have pushed prices higher.

The analyst team also said BHP’s expansion plans at Copper South Australia were positive.

They said:

We see Copper SA as a clear medium-term source of upside in BHP’s copper portfolio. The smelter and refinery expansion (SRE) reconfigures Olympic Dam’s smelting and refining system to support a province-scale model, allowing Olympic Dam to process its own expanded concentrate production, import and blend feed from Prominent Hill and Carrapateena, and potentially process future Oak Dam or third-party concentrate. The SRE supports a path from ~320ktpa Cu today to >500ktpa in Phase 1 and ~650ktpa longer term, while improving the quality of that growth through feed blending, better furnace stability, higher acid capture, expanded refining capacity and precious metals recovery.

Shares looking like a good buy

Morgan Stanley has a price target of $67.50 on BHP shares. The company also pays a dividend yield of 3.15%.

BHP is valued at $315.4 billion.

The post How high does Morgan Stanley think BHP shares will go? appeared first on The Motley Fool Australia.

More reading

• Buying BHP shares today? Here’s the dividend yield you’ll get
• This ASX mining stock tipped to rise 50% could make a profit of $250m in 2028
• 3 ASX mining stocks positioned to benefit from the green transition
• Can these ASX shares hitting record highs keep climbing?
• BHP shares just hit a new all-time high. Here’s why

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

Treasury Wine Estates Ltd (ASX: TWE) shares are finding some support on Friday after a tough run for the Penfolds owner.

At the time of writing, the Treasury Wine share price is up 3.11% to $4.30.

Even with today’s gain, the stock remains under heavy pressure. Treasury Wine shares are still down around 20% in 2026 and have lost about 50% over the past year.

The latest buying comes after billionaire investor Olivier Goudet increased his stake again, while one broker also upgraded the stock to a buy rating.

Billionaire investor keeps buying

The main catalyst appears to be another move from French billionaire Olivier Goudet.

According to a substantial holder notice, Goudet now has a 9.04% stake in Treasury Wine Estates.

The notice shows he holds about 73 million shares after his latest $31 million purchase of 7.3 million shares.

The latest purchase adds to a string of recent buys and leaves Goudet as one of the company’s largest shareholders.

And with Treasury Wine shares down 50% over the past year, it is not hard to see why the buying has caught the market’s eye.

Morgans sees more upside

The buying has also been helped by a more positive broker call.

Morgans has reportedly upgraded Treasury Wine shares to a buy rating, with a price target of $5.30.

Based on the current share price, that suggests potential upside of more than 20%.

While a broker upgrade does not fix the business, it does give investors another reason to revisit a heavily sold-down stock.

The business still has work to do

Treasury Wine has been dealing with weak demand, pressure in key markets, and investor frustration.

In October, the company withdrew its FY26 earnings guidance and paused its buyback after problems in China and the US.

It also posted a large first-half loss, with impairments weighing heavily on the result.

However, its latest operating update gave the market a few better numbers to consider.

In the March quarter, China depletions rose 40% on a seasonally adjusted basis. ANZ depletions grew 11%, Asia ex-China rose 14%, and US market depletions improved 9.1%.

Foolish Takeaway

With Goudet building a sizeable stake in Treasury Wine, some investors may see this as the turnaround signal they have been waiting for.

The company still has plenty to fix, especially after a difficult year in its key markets.

But it is a positive sign when a billionaire investor is willing to put more of his own money into an embattled stock.

Still, with Treasury Wine shares down 50% over the past year, there is still a long way back.

The company now needs to show that better sales trends can turn into stronger earnings.

The post Billionaire buying sends this ASX 200 stock higher appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Teboneras 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 Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

With only a few hours of trade left before Friday’s closing bell, the S&P/ASX 200 Index (ASX: XJO) is down 1.4% for the week, despite the best lifting efforts of these three surging ASX 200 stocks.

One of this week’s top performers is a gaming company, one digs metals from the ground, while the third earns its keep in the technology space.

So, which stocks are leaping higher in this week’s falling market?

Read on!

Capstone Copper Corp (ASX: CSC)

Capstone Copper enjoyed a strong run this week. Shares in the Canadian-based copper miner closed last week trading for $12.37 and are currently changing hands for $13.58 apiece. That sees this ASX 200 stock up a healthy 9.7%.

There was no fresh price-sensitive news out from Capstone Copper this week.

But the miner clearly caught investor interest earlier this week as strong ongoing global demand and limited new supplies sent copper prices north of US$14,021 per tonne. That put the red metal up 47% in a year and within a whisker of its all-time highs.

Copper is currently fetching US$13,939 per tonne.

Aristocrat Leisure Ltd (ASX: ALL)

Aristocrat Leisure also enjoyed a week of outperformance.

Shares in the gaming technology company closed last Friday trading for $46.83. At the time of writing, shares are trading for $51.52 each, putting this ASX 200 stock up 10% for the week.

Aristocrat shares closed up 13.3% on Wednesday following the release of the company’s half-year (H1 FY 2026) results.

Highlights included a 6.4% year-on-year increase (in constant currency terms) in total revenue to $3.03 billion.

Earnings before interest, taxes, depreciation and amortisation (EBITDA) of $1.32 billion were up 13.1% from H1 FY 2025.

And on the bottom line, Aristocrat reported a half-year net profit after tax and amortisation (NPATA) of $794 million, up 16% to $794.

Also catching investor interest, management increased Aristocrat’s on-market share buyback program by $1 billion. The buyback was extended to 12 May 2027.

Which brings us to this week’s top performing ASX 200 stock…

Megaport Ltd (ASX: MP1)

You’re unlikely to hear any Megaport shareholders complaining this week.

Shares in the network-as-a-service solutions provider closed last Friday at $9.86 and are currently trading at $13.01 each. That sees this ASX 200 stock up a whopping 31.9% despite the broader market retrace.

Megaport shares closed up 27.7% on Thursday after the company announced three new contracts with two United States-based AI technology providers. The total contract value (TCV) works out to $254 million.

Commenting on the new contracts that sent Megaport shares flying higher, CEO Michael Reid said:

As use cases shift from AI foundation models to inference and the edge, Megaport is becoming an essential platform for powering the applications of tomorrow with globally distributed, automated infrastructure.

The post 3 ASX 200 stocks storming higher in this week’s slumping market appeared first on The Motley Fool Australia.

More reading

• Macquarie says these two ASX 200 companies will benefit from AI, in very different ways
• Buy, hold, sell: Aristocrat, Breville, and Healius shares
• This ASX tech stock has exploded 75% in a month, but can it climb higher?
• ASX tech shares vs. ATEC ETF: How they fared during sector downturn
• Why Megaport just landed its biggest ever AI infrastructure contract

Motley Fool contributor Bernd Struben 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 Megaport. 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 are in the red on Friday, down 0.1% to 8,634.3 points.

Brokers have indicated new confidence in several ASX shares this week.

Let’s take a look.

Codan Ltd (ASX: CDA)

The Codan share price is $40.48, up 0.7% today.

This ASX 200 tech share is knocking it out of the park.

The Codan share price has lifted 40% in 2026 and 138% over 12 months.

Macquarie upgraded Codan shares from a neutral to outperform rating on Thursday.

The broker raised its target from $42 to $44.20, suggesting another 9% upside ahead.

Brambles Ltd (ASX: BXB)

The Brambles share price is $21.95, up 0.6% today.

This ASX 200 industrial share has weakened 3.7% in 2026 so far.

Jarden upgraded Brambles shares to a buy rating this week.

The broker shaved its 12-month price target from $25.60 to $25.15.

This implies a potential 15% upside ahead.

Treasury Wine Estates Ltd (ASX: TWE)

The Treasury Wine Estates share price is $4.20, up 0.7% today.

Over the past six months, this ASX 200 wine share has fallen 21%.

Morgans upgraded Treasury Wine Estates shares to a buy rating yesterday.

The broker explained the rating change:

We see TWE’s Investor Day on 4 June as a key share price catalyst. At this event, the company intends to share its detailed plans and targets for its portfolio and operating model to support a future state TWE.

TWE’s recent trading update was positive with strong depletion growth, highlighting the strength of its brands. It also has the support of its banks with new debt commitments secured. 2H26 EBITS is on track to be higher than the 1H26.

Following material share price weakness, given its low trading multiples and our belief that new management can deliver more acceptable returns overtime, we upgrade to a BUY recommendation.

Inghams Group Ltd (ASX: ING)

The Inghams share price is $1.97, up 2.3% today.

This S&P/ASX 300 Index (ASX: XKO) consumer staples share has fallen 22% in the calendar year to date.

Jarden upgraded ING shares to a buy rating this week.

The broker raised its 12-month price target from $2.50 to $2.70.

This implies a healthy potential 37% upside ahead.

Metcash Ltd (ASX: MTS)

The Metcash share price is $2.97, up 1.9% today.

This ASX 200 supermarket share has fallen 22% over six months.

Jefferies upgraded Metcash shares to a buy rating this week.

The broker lifted its target slightly from $3.45 to $3.50.

This indicates a potential 18% upside ahead.

The post 5 ASX shares with upgraded ratings this week appeared first on The Motley Fool Australia.

More reading

• Billionaire buying sends this ASX 200 stock higher
• ASX tech shares vs. ATEC ETF: How they fared during sector downturn
• Here are the top 10 ASX 200 shares today
• How high does Macquarie think Codan shares will go?
• 4 ASX 200 shares upgraded by brokers this week

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 positions in and has recommended Jefferies Financial Group, Macquarie Group, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Macquarie Group and Treasury Wine Estates. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

BHP Group Ltd (ASX: BHP) shares have had a heck of a week. For one, the ASX 200 mining stock has shot more than 4.7% higher since this time last week. For another, BHP shares hit a new all-time record high on Wednesday, clocking an impressive $61.62 a share.

After recording a one-day gain of more than 2.5% twice this week, investors seemed to have cooled their jets today, with the mining giant currently down a nasty 2.14% at the time of writing to $60.71 a share.

Even so, BHP retains its newly minted place as the largest stock on the S&P/ASX 200 Index (ASX: XJO). That’s a crown that the miner stole from Commonwealth Bank of Australia (ASX: CBA) shares after CBA tanked more than 10% on Wednesday.

We discussed some of the potential reasons for BHP’s breakout performance this week on Wednesday. Although we can never be completely certain about these things, it looks as though inflationary fears and a galloping copper price are largely responsible.

But some ASX investors don’t buy BHP shares for the expectation of capital gains. These investors are far more interested in the fat, fully franked dividends that BHP has made a habit of reliably providing for its investors.

So, let’s talk about what kind of dividend yield you can expect from buying BHP shares today.

What is the current dividend yield on BHP shares?

BHP has paid out a highly cyclical dividend in recent years, reflecting its cyclical nature as a mining stock. To illustrate, investors enjoyed a whopping $$4.63 per share in dividends across 2022, but just $1.71 in dividends per share over 2025.

Fortunately, this pattern has reversed more recently. The ‘Big Australian’s first dividend of 2026, paid out back in March, came in at $1.04 per share, a healthy rise over 2025’s equivalent payout of 79 cents. Together with September’s final dividend of 92 cents per share, BHP currently has a trailing 12-month total of $1.96 per share, fully franked. At the current BHP share price, this gives the miner a trailing dividend yield of 3.22%.

Of course, that indicates to us what BHP has paid out over the past 12 months, not what the miner will pay out going forward. There’s no way to determine a future dividend until it is announced. If iron ore prices continue to hold up, and copper stays near its recent record highs, investors could be in for a treat. The opposite could also prove true, though, so let’s see what BHP’s final dividend later this year looks like.

The post Buying BHP shares today? Here’s the dividend yield you’ll get appeared first on The Motley Fool Australia.

More reading

• How high does Morgan Stanley think BHP shares will go?
• This ASX mining stock tipped to rise 50% could make a profit of $250m in 2028
• 3 ASX mining stocks positioned to benefit from the green transition
• Can these ASX shares hitting record highs keep climbing?
• BHP shares just hit a new all-time high. Here’s why

Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. 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 are in the red on Friday, down 0.1% to 8,628.2 points.

Brokers have reduced their ratings on several stocks this week.

Let’s take a look.

CSL Ltd (ASX: CSL)

The CSL share price is $97.98, up 0.7% today.

Over the past month, this ASX 200 healthcare share has fallen another 30%.

Jarden downgraded CSL shares from a buy to hold rating on Tuesday.

The broker slashed its 12-month price target from $244 to $191.

This still suggests major potential upside of 95% over the next 12 months.

GrainCorp Ltd (ASX: GNC)

The Graincorp share price is $5.23, down 2.9% and down 20% over the past month.

Morgans downgraded this ASX 200 agribusiness share after the company released its 1H FY26 results.

The broker moved to a hold rating with a $5.62 target, implying 7.5% upside ahead.

In a note, the broker said:

GNC’s 1H26 result was weak but broadly in line with consensus at the NPAT level. Business unit performance was stronger for Agribusiness but materially weaker for Nutrition & Energy given a one-off derivate timing issue.

GNC reported a significantly larger than expected cash outflow and its core cash position was also lower than expected.

The era of special dividends now appears to be over. GNC reiterated its FY26 earnings guidance. 

Looking ahead to FY27, Morgans said dry El Nino conditions and cost pressures would likely lead to a “much smaller crop”.

GNC’s strategic assets are worth materially more than its current share price.

However, given earnings look set to decline again in FY27, the stock is lacking share price catalysts, and we move to a HOLD recommendation.

Healius Ltd (ASX: HLS)

The Healius share price is 37 cents, down 1.4% on Friday.

Over the past five trading days, this ASX healthcare stock has fallen 27%.

Healius shares were smashed after the company issued an FY26 earnings downgrade.

RBC Capital downgraded Healius shares to a sell rating this week.

The broker slashed its 12-month price target from 75 cents to 35 cents.

This indicates the stock is fully priced.

Amotiv Ltd (ASX: AOV)

The Amotiv share price is $6.25, up 0.2% today.

Over the past six months, this ASX consumer discretionary share has fallen 30%.

Citi downgraded Amotiv shares to a hold rating on Tuesday.

The broker slashed its price target from $9.30 to $6.70, indicating limited upside ahead.

Mach7 Technologies Ltd (ASX: M7T)

The Mach7 Technologies share price is 28 cents, up 1.8% today.

In the calendar year to date, this ASX healthcare share has tumbled 59%.

Canaccord Genuity downgraded Mach7 shares to a hold rating with a 27-cent target on Tuesday.

This suggests the stock is fully priced.

The post 5 ASX shares downgraded by brokers this week appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. 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 positions in and has recommended CSL and Mach7 Technologies. 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.

Commonwealth Bank of Australia (ASX: CBA), Paladin Energy Ltd (ASX: PDN), and CSL Ltd (ASX: CSL) shares are closing out a week to forget.

With only half a day of trade left before Friday’s closing bell, the S&P/ASX 200 Index (ASX: XJO) is down 1.3% for the week.

Here’s how these three ASX 200 heavyweights are faring over this same time:

• CBA shares are down 8.7% at $160.58 each
• Paladin Energy shares are down 15.3% at $10.58 each
• CSL shares are down 17.9% at $98.46 each

Ouch!

Here’s what had investors reaching for their sell buttons this week.

CSL shares smashed on guidance cut

Most of the pain for CSL shares was delivered on Monday.

The ASX 200 biotech stock closed the day down a sharp 16% following the release of a trading update, based on a 90-day review by CSL’s interim CEO Gordon Naylor.

Investors were clearly displeased with the lowered full-year FY 2026 revenue and profit expectations.

“Our growth initiatives are working, but the financial benefits will take longer than previously anticipated to materialise. As a result, we have now revised down our 2026 financial year guidance,” Naylor said.

CSL said it expects FY 2026 revenue of around US$15.2 billion on a constant currency basis, down from US$15.6 billion in FY 2025. And the biotech giant is forecasting net profit after tax and amortisation (NPATA) of around US$3.1 billion, excluding restructuring costs and impairments. That’s down from US$3.3 billion the previous year.

Paladin Energy shares slammed on cash outflows

Unlike CSL shares, Paladin Energy took a hit this week despite reporting increasing profits.

Shares in the ASX 200 energy stock closed down 12.1% on Wednesday on the heels of its March quarter update.

Highlights included a 51.3% year-on-year increase in revenue for the nine months to 31 March, to US$209.1 million.

And Paladin Energy swung back into profit, reporting a net profit after tax (NPAT) of US$1.7 million, up from a loss of US$30.1 million in the prior corresponding nine-month period.

However, investors may have been concerned by the nine-month operating cash outflow of US$36.4 million, down from a cash inflow of US$14 million in the prior corresponding period.

Which brings us to…

CBA shares hit on profit decline

Joining Paladin Energy and CSL shares in the ASX doghouse this week, CBA shares closed down 10.4% on Wednesday after the ASX 200 bank released its March quarter results (Q3 FY 2026).

Although the big four bank achieved an unaudited quarterly cash net profit after tax (NPAT) of around $2.7 billion, that was down 1% on CBA’s first-half cash quarterly NPAT average.

Investors also reacted unfavourably to the uncertainty facing the Aussie economy and the bank in the months ahead.

CBA CEO Matt Comyn said:

Conflict in the Middle East is disrupting critical supply chains and contributing to global uncertainty…

Notwithstanding an already strong level of provisioning, we have chosen to further top up our collective provisions in the quarter to reflect heightened macroeconomic risks.

The post Why CBA, Paladin Energy and CSL shares crashed  9% to 17% this week appeared first on The Motley Fool Australia.

More reading

• 5 ASX shares downgraded by brokers this week
• CSL shares vs CBA shares: Which is the better buy?
• Should you buy the dip on CBA shares? Here’s what the experts say
• Why is everyone selling CBA shares?
• Buy, hold, sell: COG Financial Services, Macquarie, CBA shares

Motley Fool contributor Bernd Struben 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.