Category: Stock Market

Lifestyle Communities Ltd (ASX: LIC) shares have plunged in morning trade on Thursday. At the time of writing, the shares have crashed 15.68% to $4.84 a piece. The drop follows the ASX REIT’s half-year results for FY26, which it posted ahead of the market open this morning.

The decline means the shares are now 6.20% lower year to date and 50.71% below where they traded one year ago.

What did Lifestyle Communities post in its H1 FY26 results?

Here’s what the ASX REIT posted for the half-year ended 31st December 2025:

• Statutory profit after tax down 30% to $15.8 million
• Operating profit after tax down 29% to $16.1 million
• Net debt of $323.6 million
• Dividends remain on pause

What happened in H1 FY26?

Lifestyle Communities reported statutory profit after tax of $15.8 million for the first half of FY26, down significantly (30%) from $22.7 million in the first half of FY25. The decline reflects lower new home settlements (128 in H1 FY26 versus 137 in H1 FY25), impacted by lower sales rates in earlier periods, reduced DMF revenue following a notice of listing from the Court of Appeal – Supreme Court of Victoria, and a greater portion of interest costs expensed against the land bank. 

The company also posted operating profit after tax of $16.1 million for the first half of FY26, also down considerably from H1 FY25.

Lifestyle Communities recorded double-digit growth in net sales from new homes from the prior periods, up 168% from H1 FY25 and up 12% from H2 FY25. The team also delivered the strongest established net sales result in recent periods, up 40%. 

There was steady growth in rental income from operating communities, up 11.9%, driven by new home settlements and CPI-linked rental increases.

Positive operating cash flows reached $41.2 million for the six-month period, up from negative $12.9 million this time last year. The company said the improvement is due to a reduction in development expenditure, which reflects disciplined management of build rates, and completion of civil and infrastructure works at communities in progress. 

Meanwhile, its net debt balance was down from $460.5 million in June 2025 to $323.6 million as of December 2025.

Management decided it would continue to pause dividends and retain the capital within the business until the market improves.

What’s the outlook for the ASX REIT for FY26?

Lifestyle Communities Chief Executive Officer, Henry Ruiz, said that while the Victorian property market showed some improvement during the period, it has shown recent signs of softening consumer sentiment.

He added, “In 2HFY26, shareholders can expect to see further de-leveraging of the balance sheet and full year positive operating cash flow. We will continue to be market led in our development and sales approach, noting that due to the lag between sales and settlements, lower prior period sales rates will temper future settlements.”

The post Shares in this ASX REIT crash 15% on its half-year results appeared first on The Motley Fool Australia.

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

The Eagers Automotive Ltd (ASX: APE) share price is in focus after the company delivered record full-year revenue of $13.05 billion and lifted statutory profit after tax by 17% to $261.2 million.

What did Eagers Automotive report?

• Revenue jumped 16.5% to a record $13,045.2 million (FY24: $11,193.7 million)
• Statutory net profit after tax rose to $261.2 million (FY24: $222.9 million)
• Underlying EBITDAI increased 13% to $620.9 million (FY24: $550.4 million)
• Final fully franked dividend of 50 cents per share, total FY25 dividend unchanged at 74 cents
• Strong liquidity at year end: $1.79 billion, with net debt reduced to $100 million (FY24: $813 million)
• Record results from both franchised dealers and the easyauto123 pre-owned business

What else do investors need to know?

Eagers Automotive maintained its record full-year dividend, reflecting management’s confidence in ongoing strategy execution and business strength. The company further reduced net debt to just $100 million and expanded liquidity, positioning itself securely for future opportunities.

During FY25, the group announced a strategic investment to acquire a 65% stake in CanadaOne Auto with completion expected in Q1 2026, marking the company’s entry into the Canadian market. A new alliance was also formed with Mitsubishi Corporation, including a direct investment in the easyauto123 business.

Eagers grew new vehicle market share to 13.9%, up from 11.5% in FY24, and claimed a 34% share of the New Energy Vehicle market. Inventory was well managed, holding 56 days’ supply at year-end, while cost control drove productivity improvements.

What’s next for Eagers Automotive?

Eagers Automotive is guiding for continued profitable growth and plans to further increase market share in Australia and New Zealand. Management expects another year of revenue growth supported by a robust new car market, strong pre-owned vehicle demand, and ongoing scale benefits from its diversified operations.

The company will focus on executing its Next100 Strategy by leveraging cost discipline, productivity improvements, and disciplined expansion—particularly through strategic alliances and the new Canadian acquisition. While inflation remains a consideration, Eagers says customer demand is resilient, and the business remains poised to capitalise on organic and acquisition-led growth opportunities.

Eagers Automotive share price snapshot

Over the past 12 months, the Eagers Automotive shares have risen 94%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Eagers Automotive posts record FY25 earnings 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 recommended Eagers Automotive Ltd. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. his 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 Magellan Financial Group Ltd (ASX: MFG) share price was one of the strongest performers this week after reporting its recent result. It rose 12% after releasing the numbers.  

The fund manager is benefiting from the ongoing growth of its investments in fund manager Vinva and particularly investment bank Barrenjoey.

While Magellan’s operating profit was flat and statutory net profit was down 27%, the partnership income (from its investments) rose 109%.

Let’s take a look at what experts thought of the result.

UBS view on the numbers

The broker noted that the associate profits are now “becoming a more meaningful earnings driver” than the investment business.

While revenue pressure in the funds management side of the business, it’s expected to see profits continue to decline. UBS thinks the market will place greater focus on the value of its associates and liquid assets.

Magellan’s operating profit was around 20% stronger than what UBS was expecting and it was a similar bang for the dividend per share too. This was despite the core investment business missing on expectations because of lower net client revenue and a greater compression of management fees due to an expected shift of the mix of earnings, increased client rebates and repricing.

The contribution from associates was $25.7 million compared to the $20 million expectation by UBS. The Barrenjoey contribution increased by $10.5 million year-over-year.

Looking at the earnings composition, UBS noted that the partnership division contributed 54% of the operating result, which exceeded the core investments divisions.

What does the expert think of the Magellan share price?

UBS thinks that the principal investments and liquid assets underpin around 80% of Magellan’s valuation.

The broker also said:

Long term, we see ‘core’ Investment Management operating profit share reducing to 30% of the mix by FY30. Nevertheless, while the medium-term earnings outlook overall continues to display net profit headwinds, we expect the multiple re-rate away from a distressed fund manager to a higher multiple principal investor will be more gradual – at least until there is evidence that Investment profits have largely rebased and there is greater earnings visibility around more opaque B*/vinva profitability.

The broker has a neutral rating on the fund manager, with a price target of $9.90. That implies a possible rise of 8.5% over the next year.

UBS also forecasts that the business could deliver an annual dividend per share of 66 cents in FY26, translating into a potential grossed-up dividend yield of 10.3%, including franking credits.

The post Are Magellan shares an underrated buy with a 10% dividend yield? 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 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.

Regis Resources Ltd (ASX: RRL) shares are storming higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) gold stock closed yesterday trading for $8.40. In morning trade on Thursday, shares are swapping hands for $8.72, up 3.8%.

For some context, the ASX 200 is up 0.8% at this same time.

With today’s intraday gains factored in, Regis Resources shares are now up a whopping 174.2% over 12 months, racing ahead of the 7.9% one-year gains posted by the ASX 200.

And that doesn’t include the 5 cents a share in fully-franked dividends the gold miner paid out in FY 2025.

That was the first dividend Regis Resources had paid since 2022, by the way. But with profits surging to record levels amid a rocketing gold price, that’s nothing compared to the passive income the ASX 200 gold miner is paying out in FY 2026.

Here’s what’s happening.

Regis Resources shares attracting passive income investors

This morning, the ASX 200 gold stock released its half-year results for the six months to 31 December (H1 FY 2026).

And Regis Resources shares are jumping with the miner reporting a 40% year-on-year increase in half-year gold sales revenue to $1.09 billion. Regis achieved an average realised price of $5,968 per ounce for that gold, up 52% from H1 FY 2025.

Earnings before interest, taxes, depreciation and amortisation (EBITDA) of $621 million were up 73%.

Over the half year, Regis produced 186,917 ounces at an all-in sustaining cost (AISC) of $2,850 per ounce.

On the bottom line, the miner reported a record net profit after tax (NPAT) of $323 million, up 73% year on year.

And Regis Resources shares are catching plenty of investor interest today, with management declaring a fully-franked interim dividend of 15 cents per share. That’s up 200% from the 5 cents per share paid out over all of FY 2025.

If you’re looking to bank that passive income payout (currently representing an instant 1.7% yield), you’ll need to own shares at market close on 11 March. The ASX 200 gold stock trades ex-dividend on 12 March.

On the balance sheet, Regis held cash and bullion of $930 million as at 31 December.

What’s next for the ASX 200 gold stock?

Regis Resources shares could continue to catch tailwinds as investors chase the upcoming dividends.

The miner said that moving forward, it intends to pay fully-franked dividends on a semi-annual basis. These are expected to represent between 25% and 50% of the increase in the company’s cash and gold bullion balance over the preceding half year.

Regis Resources CEO Jim Beyer said:

Looking to the remainder of the financial year, we remain on track to deliver in line with guidance and in the prevailing gold price environment, we expect to see another period of significant cash generation and profitability.

The post Big ASX gold news! Regis Resources shares leaping higher today on 200% dividend boost appeared first on The Motley Fool Australia.

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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 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.

The Sandfire Resources Ltd (ASX: SFR) share price is in focus after the company reported its most recent half year result, with net profit after tax up 94% to US$96.3 million and group revenue up 17% to a record US$672.1 million.

What did Sandfire Resources report?

• Group sales revenue of US$672.1 million, up 17% on the prior corresponding period
• Net profit after tax (NPAT) of US$96.3 million, up 94%
• Underlying EBITDA of US$304.5 million, up 19%, with a margin of 45%
• Underlying earnings more than doubled to US$107.1 million
• No interim dividend was declared
• Net cash position of US$13.2 million at 31 December 2025 (compared to net debt of US$288.2 million last year)

What else do investors need to know?

Sandfire’s result was driven by robust operational performance at MATSA and Motheo, higher copper and precious metal prices, and a significant reduction in global treatment and refining charges. The company maintained its annual production, cost, and capital expenditure guidance for its key operations.

The company continued to invest in growth, committing US$112 million to capital expenditure, with a focus on drilling to extend resources and early works for a new tailings facility. After the half year, Sandfire struck an agreement to advance the Kalkaroo Copper-Gold Project in South Australia and increased capital guidance slightly to support new exploration.

What did Sandfire Resources management say?

Managing Director and Chief Executive Officer Brendan Harris said:

We closed H1 FY26 with a TRIF of 1.3, down from 1.7 at the end of FY25. While it’s pleasing to achieve an outcome that moves us closer toward our goal of having a workplace that is injury free, the number of high potential incidents remains a concern and underlines the importance of the work we’re doing to establish repeatable systems and processes that will further strengthen our internal system of risk management and control. Our business is increasingly well positioned with two high-margin operations in Spain and Botswana, producing the commodities the world needs, and the recent addition of another copper and gold development opportunity in South Australia that has the potential to underpin a large scale, long life and low cost operation in a preferred jurisdiction.

What’s next for Sandfire Resources?

Sandfire reaffirmed production, cost and capital expenditure guidance for MATSA and Motheo, with group copper equivalent output weighted to the second half. The company expects higher grades and improved availability at both major mines in H2 FY26. Planned ramp-up at the newly acquired Kalkaroo project in South Australia, and continued targeted exploration, will see total group capital and exploration outlays rise modestly.

The strong balance sheet leaves the company well placed to fund growth, progress development projects, and potentially return capital to shareholders in the future.

Sandfire Resources share price snapshot

Over the past 12 months, Sandfire Resources share have risen 76%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Sandfire Resources posts 94% profit jump and record revenue in H1 FY26 appeared first on The Motley Fool Australia.

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Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

ASX bank stocks are back in the spotlight after reporting stronger-than-expected profits in their latest financial updates.

National Australia Bank Ltd (ASX: NAB) was the last of the big four Aussie banks to post its latest update for this earnings season ahead of the market open on Wednesday. The banking giant revealed a 15% hike in its cash earnings for the first quarter of FY26 and a 6% increase in revenue. 

The announcement follows Westpac Banking Corp (ASX: WBC), which posted its first-quarter results on Friday last week. The bank reported a 5% increase in unaudited statutory net profit and a 6% increase in net profit excluding notable items. Westpac CEO Anthony Miller said, “We are optimistic on the outlook for the economy and expect demand for both business and household credit to remain resilient.” 

Commonwealth Bank of Australia (ASX: CBA) posted its half-year results last week, where it revealed a 6% increase in cash net profit to $5,445 million. The bank also lifted its interim dividend by 4% to $2.35 per share. CBA’s CEO, Matt Comyn, said that economic growth strengthened during the half, “driven by increases in consumer demand and rising investment in AI and energy infrastructure”.

ANZ Group Holdings Ltd (ASX: ANZ) also announced its latest quarterly update ahead of the ASX open on Thursday last week. The bank reported a first-quarter cash profit of $1.94 billion, up a whopping 75% from the second-half average of FY25.

The results send share prices flying

NAB shares closed 3.8% higher after the company’s results announcement yesterday. And this morning they’re climbing again. At the time of writing, the shares are up another 2.38% to $48.26.

Westpac’s announcement pushed its share price 1.3% lower for the day. At the time of writing this morning, the shares are up another 2.25% to $41.72 a piece.

Meanwhile, CBA shares soared nearly 6% higher on the back of its announcement. At the time of writing on Thursday morning, the shares have dropped 0.41% to $179.37.

ANZ shares jumped 8.5% the day it released its update. At the time of writing, the shares are up 1.76% for the day at $39.92.

What’s next for ASX bank stocks this year?

This earnings result season has been a welcome recovery for the banking majors after overall banking sector weakness late last year caused share price declines across most of the sector. 

But analysts aren’t optimistic that the ASX bank stocks will continue climbing this year.

Analysts’ sentiment is split between neutral and strong sell stances on NAB shares, with an average target price of $41.66. That implies a potential 13.5% downside at the time of writing.

They’re also split on Westpac shares. Out of 16 analysts, eight have a hold rating, and another 8 have a sell or strong sell rating. The average target price is $35.03, implying a potential 16.12% downside over the next 12 months from the current trading price.

The outlook for CBA shares is much more negative, with the majority of analysts holding a sell or strong sell rating on the stock. The average target price is low too, at just $131.20 per share. This implies a potential 26.87% downside at the time of writing.

ANZ shares hold the most promise. Most analysts are split between a hold position and a buy or strong buy position. The average target price still represents a drop from the share price at the time of writing, though. Analysts have tipped an average 7.21% decline to $37.04 this year.

The post Are ASX bank stocks back in favour after earnings season? appeared first on The Motley Fool Australia.

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

The Insignia Financial Ltd (ASX: IFL) share price is in focus after the company posted a 6.3% lift in underlying net profit after tax (UNPAT) to $132.1 million for the first half of FY26, and lifted funds under management and administration to $342 billion.

What did Insignia Financial report?

• Underlying net profit after tax (UNPAT) rose 6.3% to $132.1 million
• Group statutory NPAT of $78.8 million, up from a $16.8 million loss in 1H25
• Revenue grew 3.8% to $829.1 million
• Funds under management and administration (FUMA) increased 4.7% to $342 billion
• No interim dividend declared for the half
• Cost to income ratio improved to 62.5%, down from 68.0% in 1H25

What else do investors need to know?

Insignia Financial reported net flows of $0.9 billion during the half, despite ongoing headwinds across parts of the wealth management sector. The Wrap platform segment was a standout, delivering strong UNPAT growth of 22.7% and positive net flows. Meanwhile, Master Trust net flows remained negative but the segment achieved a 7.1% increase in net profit after tax.

Cost discipline was a focus, with base operating expenses dropping by $30.8 million. However, increased reinvestment in strategic projects lifted reinvestment operating expenses to $30.8 million, supporting longer-term transformation and digital initiatives.

What’s next for Insignia Financial?

Looking ahead, Insignia Financial aims to deliver double-digit earnings growth over the medium term, in line with its 2030 strategy to become Australia’s leading, most efficient diversified wealth management company. Management is targeting further simplification, digital enhancement, adviser network growth, and ongoing cost excellence to support sustainable long-term growth.

Transformational projects—including AI-enabled services and platform consolidation—are expected to underpin margin improvements and better customer outcomes, though investment in these areas is likely to remain elevated in the near term.

Insignia Financial share price snapshot

Over the past 12 month, Insignia Financial shares have remained flat, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Insignia Financial lifts 1H26 profit and funds under management appeared first on The Motley Fool Australia.

More reading

• Ramelius Resources delivers first Never Never ore, cuts major gold hedges
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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.

Telix Pharmaceuticals Ltd (ASX: TLX) shares have crashed over 21% since the start of 2026 after the company’s latest Q4 FY25 results disappointed investors. 

The company reported in late January that it had achieved the lower end of its guidance, but investors weren’t pleased, and the share sell-off accelerated.

It’s just one of several significant headwinds that the company has faced over the past six months, including slow or delayed regulatory approvals for some of its key radiopharmaceutical products.

At the time of writing on Thursday morning, the shares are 0.9% higher at $8.96 a piece. The uptick means the shares are now 66.63% below where they were trading this time last year.

What’s ahead for Telix this year?

While earlier concerns that the shares could drop below $10 did unfortunately eventuate, it looks like there is good news ahead for the biotech company this year. After several months of sustained share price declines and slumping investor sentiment, it looks likely that Telix shares are at or close to the bottom. 

If Telix receives clearances or expanded approvals for its radiopharmaceutical products in major markets, such as the US or Europe, resolving regulatory setbacks, and investor sentiment improves, it could drive the share price back upwards.

Just yesterday, the company announced it has submitted a European marketing authorisation application for TLX101-Px, its brain cancer imaging agent.

Telix has been preparing regulatory submissions for both Europe and the US simultaneously. The company intends to make its TLX101-Px product commercially available across key European markets.

TLX101-Px diagnostic is expected to help select and track patients in Telix’s ongoing glioblastoma therapy trials, including phase 3 studies in Europe. And the good news is that there aren’t any commercial alternatives widely available, so Telix’s product could address an urgent clinical need without competition.

Telix still has exceptional growth potential in a rapidly expanding market, and at its current share price, the ASX stock is highly attractive.

How high can Telix shares go?

Analysts are incredibly bullish on Telix shares for 2026. TradingView data shows that all 16 analysts have a buy or strong buy rating on the stock. And the expectation is that the share price will soar over the next 12 months.

Some expect the shares to climb 174.55% to $24.65, but others are even more optimistic and expect the share price to rocket to $32.15 a piece. That implies an enormous 258.82% upside at the time of writing and over triple the current value!

The post Prediction: Telix shares could triple in value this year appeared first on The Motley Fool Australia.

More reading

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended 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 Ventia Services Group Ltd (ASX: VNT) share price is in focus today after the company delivered FY25 earnings, with NPATA up 13% to $257.6 million and record Work in Hand of $22.1 billion.

What did Ventia Services Group report?

• Revenue: $6.1 billion, up 0.6% from FY24
• NPATA: $257.6 million, up 13.0%
• EBITDA: $532.1 million, up 6.6% (margin of 8.7%)
• Work in Hand: $22.1 billion, up 14.4%
• Operating cash flow conversion: 93.6%, up 2.2pp
• Final dividend: 12.54 cps, 90% franked (full year: 23.25 cps)

What else do investors need to know?

Ventia marked record growth in its secured work pipeline, achieving an 82% renewal rate and lengthening average contract tenure to 6.4 years. The company continued to strengthen safety outcomes, with its Total Recordable Injury Frequency Rate improving by 15%.

In sector performance, Infrastructure Services and Telecommunications delivered solid revenue and EBITDA growth, while Defence and Social Infrastructure segments focused on higher-margin work despite softer revenue. An additional $100 million buyback extension brings the total on-market program to $250 million across FY25–FY26.

What did Ventia Services Group management say?

Ventia Managing Director and Group CEO Dean Banks commented:

FY25 delivered continued margin expansion, strong cash generation and a record level of Work in Hand. Revenue grew modestly, while our EBITDA margin increased to its highest level. Earnings per share rose 17.9%, supported by solid business performance and the on-market share buyback. Our record Work in Hand of $22.1 billion and renewal rate of 82% highlights the quality of our relationships and reinforces our ability to secure long-tenure agreements with strategic customers. These wins, combined with the lengthening of our average tenure to 6.4 years, derisks our portfolio and provides a solid platform for future growth. We are committed to delivering consistent and increasing returns for our shareholders, supported by disciplined execution and a robust pipeline of work won. We see significant future opportunity across our business, underpinned by strong demand drivers and market trends. This foundation positions Ventia to realise sustainable long-term value.

What’s next for Ventia Services Group?

Looking ahead, Ventia has guided for underlying NPATA growth of 7–10% for FY26, supported by its record Work in Hand and resilient contract-based business model. The company plans to focus on expansion opportunities in energy transition, defence, water, and digital infrastructure, reflecting long-term demand and customer needs.

Board and management remain confident in their ability to deliver sustainable value and dividends, underpinned by strong cash generation and prudent capital management.

Ventia Services Group share price snapshot

Over the past 12 months, Ventia Services Group shares have risen 45%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 8% over the same period.

View Original Announcement

The post Ventia Services Group posts FY25 result: NPATA up, record Work in Hand appeared first on The Motley Fool Australia.

More reading

• Ramelius Resources delivers first Never Never ore, cuts major gold hedges
• Eagers Automotive posts record FY25 earnings
• Sandfire Resources posts 94% profit jump and record revenue in H1 FY26
• Insignia Financial lifts 1H26 profit and funds under management
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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 National Australia Bank Ltd (ASX: NAB) share price has risen by more than 12% (at the time of writing) in the past month. Experts believe the ASX bank share can continue to deliver positive returns for investors from here.

NAB recently reported its FY26 first quarter update to investors, which showed cash profit of $2.02 billion, up 16% year-over-year. The underlying cash profit increased by 11% year-over-year.

Revenue rose 6% while expenses were broadly flat. It reported a credit impairment charge of $170 million, with the ratio of non-performing loans falling.

Let’s take a look at what experts think of the numbers and the NAB share price.

UBS views on the ASX bank share

The broker described the first quarter result as “strong”, with the growth stronger than what UBS and other market analysts were expecting (of 10.4% growth).

UBS highlighted that while costs were flat compared to the second half of FY25, costs rose 5% year-over-year which was driven by tech and staff inflation.

The broker believes that NAB’s business lending is expected to “benefit from favourable structural trends”, which is a key reason for UBS’ positive view on the ASX bank share.

UBS also said that NAB’s numbers show it is more profitable than its peers, apart from Commonwealth Bank of Australia (ASX: CBA).

The broker thinks investors will be focused on continued cost management, as well as loan growth. UBS noted that cost guidance in FY26 is that its growth will be less than 4.6%.

UBS said that “asset quality looks stable and the credit environment appears mid-cycle, and likely to benefit NAB more than peers”.

Earnings expectations increased

On the back of the better-than expected result in the first quarter of FY26, UBS decided to increase its earnings per share (EPS) forecast for FY26 by 2.8%, for FY27 by 2.1% and for FY28 by 0.7%.

These increases were “largely driven” by improving margins, in terms of the net interest margin (NIM). The NIM measures how much profit a bank makes on its lending in percentage terms, including both the loan rate and the cost to fund the loans (like term deposits and savings accounts).

On top of that, UBS decided to reduce what credit charges it’s expecting for NAB in FY26 and FY27.

UBS rating on the NAB share price

The broker currently has a buy rating on the ASX bank share, with a NAB share price target of $50.50. At the time of writing, that implies a possible rise of 7% over the next year, plus whatever dividends the bank decides to pay.

The post Why experts think the NAB share price is a buy with more upside 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 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.