Category: Stock Market

The National Australia Bank Ltd (ASX: NAB) share price is in focus today, after the bank reported half-year cash earnings excluding large notable items of $3,588 million, up 2.3% on the prior half, alongside a fully franked interim dividend of 85 cents per share.

What did National Australia Bank report?

• Cash earnings excluding large notable items rose 2.3% to $3,588 million
• Statutory net profit after tax fell 18% to $2,750 million
• Net interest income increased 2.3% to $9,163 million
• Net interest margin was 1.81%, three basis points higher than the previous half
• Interim dividend of 85 cents per share, fully franked
• Group Common Equity Tier 1 (CET1) ratio of 11.65%

What else do investors need to know?

NAB’s first-half result included a $949 million charge related to a change in software capitalisation policy, classed as a large notable item. Excluding this impact, the bank recorded solid underlying profit growth, supported by 5.4% growth in Business & Private Banking.

The bank saw Australian business lending rise 5.6% over the half. Home lending drawdowns through proprietary channels increased from 41.4% to 47.7%. Deposit balances in Business & Private Banking and Personal Banking grew 4.7%, anchored by strong transaction account growth.

NAB took a proactive step to strengthen its balance sheet, increasing forward-looking collective provisions by $300 million as a buffer against heightened geopolitical and economic uncertainty. Customer advocacy metrics continued to improve.

What did National Australia Bank management say?

NAB CEO Andrew Irvine said:

Continued disciplined execution of our strategy and ongoing momentum across our business is reflected in NAB’s 1H26 operating performance. Changes to our software capitalisation policy this period, consistent with the rapidly changing technology environment, have lowered cash earnings by $949 million. Excluding this large notable item (LNI), cash earnings were 2.3% higher than 2H25 with underlying profit up 6.4% supported by strong growth of 5.4% in Business & Private Banking (B&PB).

We are well placed to navigate a period of increased volatility. We will continue to manage our business for the long term to deliver sustainable growth and attractive returns for shareholders.

What’s next for National Australia Bank?

Looking ahead, NAB expects slower credit growth and continued volatility with geopolitical risks and lingering inflationary pressures. The bank’s focus remains on growing business banking, broadening its deposit base, and strengthening proprietary home lending.

NAB is also targeting productivity benefits exceeding $450 million for FY26, with cost growth expected to remain below 4.6%. Its capital and funding settings, including a discounted and partially underwritten dividend reinvestment plan, aim to keep the CET1 ratio solid in an uncertain environment.

National Australia Bank share price snapshot

Over the past 12 months, NAB shares have increased 11%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post NAB posts higher cash earnings, keeps dividend firm appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Monday
• What happened with ASX 200 banks stocks NAB and CBA in April?
• ASX 200 energy shares lead and market finally cracks 8-day losing streak
• These ASX financial stocks are bouncing, is it just the start?
• 3 ASX dividend stocks with 4% yields to buy for a winning income portfolio

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.

CSL Ltd (ASX: CSL) shares still haven’t managed to stage a convincing recovery.

The biotech heavyweight has fallen 13% over the past month and is down roughly 50% over the last year. The ASX stock is trading at $124.84 at the time of writing, hovering near its 52-week low.

That raises the obvious question: are CSL shares a buying opportunity, or a value trap investors should avoid?

Sector and company challenges

Healthcare stocks on the ASX have underperformed in 2026, following a widespread sell-off across the sector.

Investor capital has shifted toward energy producers, mining stocks, and more defensive plays, leaving healthcare names like CSL shares out of favour. At the same time, CSL’s own issues have compounded the decline in sentiment.

Previously considered one of the ASX’s most dependable growth companies, CSL has lost some of its shine. Earnings momentum has slowed, and the business has had to navigate a series of disruptions. It experienced softer vaccine demand, an unexpected restructure, and the abrupt departure of its CEO.

Adding to the pressure, recent developments in the US have clouded the outlook further. The removal of the US military’s annual flu vaccination requirement has materially changed expectations for influenza vaccine demand. That’s an important consideration given CSL’s sizable US exposure.

This has heightened concerns that vaccine revenues could weaken, particularly in areas where demand had been supported by mandates.

Core remains strong

Even so, writing off CSL shares entirely may be premature.

The company’s vaccine segment is not its primary earnings driver. Most of CSL’s profits are generated by its plasma therapies arm, CSL Behring.

This division focuses on plasma-derived treatments such as immunoglobulins, albumin, and clotting therapies used to treat rare and chronic conditions. CSL holds a leading global position in these markets, where demand continues to grow due to ageing populations and improved diagnosis rates.

In short, while one part of the business is facing headwinds, its core operations remain structurally sound.

Analyst outlook still optimistic

Market analysts remain broadly positive on the prospects of CSL shares prospects. Data from TradingView shows that 12 out of 18 analysts rate the stock as a buy or strong buy.

The most bullish price target sits at $267.60, suggesting potential upside of more than 100% over the next year. Even the lowest target of $152.35 implies a gain of around 22% from current levels.

Foolish Takeaway

CSL shares are clearly out of favour, and the near-term outlook remains uncertain. Ongoing risks — particularly around vaccine demand and US policy shifts — could continue to weigh on sentiment.

However, the company’s dominant plasma business and long-term growth drivers remain intact. For investors with a longer time horizon, the current weakness could present an opportunity.

The turnaround hasn’t arrived yet, but it may not be as far off as the market fears.

The post CSL shares halved, can analysts be right about a 100% rebound? appeared first on The Motley Fool Australia.

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• How are Australia’s biggest ASX stocks really tracking in 2026?
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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 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.

A new month is here, so what better time to consider some new additions to an income portfolio.

But which ASX dividend shares could be worth buying this month? Let’s take a look at three that stand out as top picks for income investors:

Charter Hall Retail REIT (ASX: CQR)

The first ASX dividend share to look at is Charter Hall Retail REIT.

This real estate investment trust owns a portfolio of convenience-based retail properties. These are not the large discretionary shopping centres that rely heavily on fashion and luxury spending. Instead, the portfolio is focused on properties anchored by supermarkets and everyday retailers.

That distinction is important. People still need groceries, pharmacy products, and essential services regardless of the broader economic backdrop. This can make convenience retail more resilient than some other areas of commercial property.

Charter Hall Retail REIT also benefits from long leases and a tenant base that includes major supermarket operators. This provides a level of rental visibility, which is important for income generation.

With its focus on essential retail property, Charter Hall Retail REIT offers dividend exposure tied to everyday consumer spending rather than big-ticket purchases.

Rural Funds Group (ASX: RFF)

Another ASX dividend share worth considering in May is Rural Funds Group.

It is a property group with exposure to agricultural assets. Its portfolio includes farmland and related infrastructure leased to operators across different agricultural sectors.

This gives it a different income profile from traditional office, retail, or industrial property. Rental income is backed by agricultural land, which can provide diversification away from more common property exposures.

The appeal of Rural Funds is that it gives investors access to farmland without having to own or operate farms directly. The group collects rent from tenants, while the underlying assets remain tied to long-term demand for food and agricultural production.

Agriculture can still be affected by weather, commodity prices, and operating conditions. But the leased structure gives Rural Funds a clearer income model than direct farming exposure.

For investors seeking income from real assets, Rural Funds brings something different to the ASX dividend landscape.

Transurban Group (ASX: TCL)

A third ASX dividend share that could be a top pick for income investors is Transurban Group.

It operates toll roads in Australia and North America. The company’s assets sit in major urban corridors where traffic demand is supported by population growth, commuting, freight, and airport access.

Traffic volumes can fluctuate, particularly during weaker economic periods or disruptions. But over longer periods, urban growth and congestion tend to support demand for well-located road infrastructure.

With a portfolio of large-scale toll roads and exposure to long-term population growth, Transurban arguably remains one of the ASX’s most attractive income shares.

The post 3 excellent ASX dividend shares to buy in May appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Charter Hall Retail REIT, Rural Funds Group, and Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

At the start of each week, I like to look at ASIC’s short position report to find out which shares are being targeted by short sellers.

This is because I believe it is well worth keeping a close eye on short interest levels as high levels can sometimes be a sign that something isn’t quite right with a company.

With that in mind, here are the 10 most shorted shares on the ASX this week according to ASIC:

• Telix Pharmaceuticals Ltd (ASX: TLX) remains the most shorted ASX share despite its short interest easing to 16.1%. This radiopharmaceuticals company has been facing US FDA approval challenges. In addition, some short interest could be attributable to convertible-arbitrage hedging tied to Telix’s US$600 million convertible bond refinancing.
• Domino’s Pizza Enterprises Ltd (ASX: DMP) has seen its short interest ease slightly to 15.5%. A poor update from Domino’s Pizza US last week has cast further doubt on the pizza chain operator’s turnaround.
• Polynovo Ltd (ASX: PNV) has 14.3% of its shares held short, which is up again since last week. Given that this medical device company’s shares trade on high earnings multiples, short sellers may think they are overvalued.
• Treasury Wine Estates Ltd (ASX: TWE) has 13.2% of its shares held short, which is up week on week. Tough trading conditions in the wine market have weighed on the Penfolds owner’s performance.
• Guzman Y Gomez Ltd (ASX: GYG) has short interest of 12.1%, which is down week on week. Short sellers appear to have been closing positions in the quick service restaurant operator after the release of a better than expected update.
• Zip Co Ltd (ASX: ZIP) has 11.8% of its shares held short. This is down slightly week on week. Short sellers aren’t giving up on this buy now pay later provider despite its strong quarterly update.
• Flight Centre Travel Group Ltd (ASX: FLT) has short interest of 11.7%, which is down week on week. This may be due to concerns that travel demand could be impacted by the Middle East conflict and higher airfares.
• Lotus Resources Ltd (ASX: LOT) has short interest of 11.5%, which is up week on week. Last week, this uranium producer’s shares crashed after retracting previously reported figures while it works through reconciliation processes.
• Boss Energy Ltd (ASX: BOE) has short interest of 11.45%, which is down since last week. There are concerns about this uranium miner’s uncertain production outlook beyond 2026.
• DroneShield Ltd (ASX: DRO) has 11.4% of its shares held short, which is down since last week. Valuation concerns are likely to be why short sellers are targeting this counter-drone technology company.

The post These are the 10 most shorted ASX shares appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Domino’s Pizza Enterprises and Treasury Wine Estates. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Domino’s Pizza Enterprises, DroneShield, PolyNovo, Telix Pharmaceuticals, and Treasury Wine Estates. The Motley Fool Australia has positions in and has recommended Treasury Wine Estates. The Motley Fool Australia has recommended Domino’s Pizza Enterprises, Flight Centre Travel Group, PolyNovo, and Telix Pharmaceuticals. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The ASX dividend stock JB Hi-Fi Ltd (ASX: JBH) has fallen 34% since October 2025, as the chart below shows. I think this is a great time to invest in the business because a lower valuation offers a more compelling dividend yield.

JB Hi-Fi is a leading electronics and appliances business with four different businesses – JB Hi-Fi Australia, JB Hi-Fi New Zealand, The Good Guys and E&S Trading.

The company has a lot to offer investors who want passive income, so let’s look at why it’s an appealing buy.

Appealing ASX dividend stock characteristics

One of the aspects I like to look at when it comes to dividend ideas is whether a company has a history of increasing its payout. I want to have a fairly high level of confidence that my investment is going to increase its dividend in any given year. If it’s increasing the payout, then it’s not decreasing it.

JB Hi-Fi grew its dividend every year between 2013 and 2022. The inflationary and high interest rate environment led to a slight reduction in 2023 and it has grown its payout each year since then.

So, over the last 13 years, the business has increased its dividend numerous times.

In the FY26 half-year result, JB Hi-Fi hiked its dividend per share by 23.5% to $2.10 following a 7.1% rise in earnings per share (EPS) to $2.80. I’m not expecting the next two dividend payments to grow as much as 20%, but the dividend yield could remain strong.

According to the projection on Commsec, JB Hi-Fi is expected to deliver a pleasing payout in FY26, with an estimated annual payment of $3.41, which translates into a potential grossed-up dividend yield of 6.25%, including franking credits, at the time of writing.

Pleasingly, the JB Hi-Fi dividend per share is expected to rise to $3.51 per share in FY27 and then $3.83 per share in FY28.

Why this looks like a good time to invest

The ASX dividend stock is a top performer in the retail sector. It’s usually a good idea to own the leader in the industry.

JB Hi-Fi highlights multiple competitive advantages, including its scale (as the number home consumer electronics and home appliances), a low-cost operating model (including a highly productive floor space of sales per square metre), its multichannel capabilities, and the people and culture.

It’s understandable that some investors treat the JB Hi-Fi share price as a cyclical name exposed to discretionary spending. But, I think spending on devices like smartphones and appliances is more defensive than some investors are giving it credit for, therefore the large decline of the JB Hi-Fi share price could be an opportunistic time to invest.

According to Commsec, the business is now valued at 17x FY26’s estimated earnings.

The post 1 ASX dividend stock down 34% I’d buy 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 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.

Investors looking for exposure to the energy sector do not have to limit themselves to Australian oil and gas shares.

There are ASX exchange traded finds (ETFs) that provide access to global energy giants in a single trade. One fund that does this is BetaShares Global Energy Companies ETF – Currency Hedged (ASX: FUEL).

What is the FUEL ETF?

The BetaShares Global Energy Companies ETF is designed to track an index made up of the largest global energy companies outside Australia, before fees and expenses.

The fund is also hedged into Australian dollars. This means it aims to reduce the impact of currency movements between the Australian dollar and offshore markets.

The FUEL ETF gives investors exposure to some of the biggest energy companies in the world, including Shell (LSE: SHEL), Chevron (NYSE: CVX), and Exxon Mobil (NYSE: XOM).

These companies are very different from many Australian-listed energy businesses. They are larger, more geographically diversified, and often vertically integrated across exploration, production, refining, distribution, and trading.

That scale can be important. Global energy majors typically have deep balance sheets, broad asset bases, and operations across multiple regions. This can provide exposure to global energy demand without relying on a single project, basin, or domestic market.

The fund’s top holdings also include TotalEnergies (LSE: TTE), Siemens Energy (ETR: ENR), BP (LSE: BP), ConocoPhillips (NYSE: COP), Enbridge (TSX: ENB), Canadian Natural Resources (TSX: CNQ), and Suncor Energy (TSX: SU).

The fund uses a passive, index-tracking approach. This means investors are not paying for an active manager to pick energy stocks. Instead, it provides broad exposure to the sector through a rules-based portfolio.

ASX ETF tipped as a buy

According to The Bull, the team at Fairmont Equities believes that investors should be considering this ASX ETF.

This week, it has recommended the fund as a buy for a second time. This is due to its belief that the outlook for global energy prices has strengthened. The expert said:

I recommended this exchange traded fund as a buy in TheBull.com.au in mid February because I believed the energy sector was poised to move substantially higher. With the onset of the war in Iran after my recommendation, I’m now more convinced that energy prices will increase from here given supply disruptions.

This ETF captures the largest global oil and gas companies. This ETF broke out of a multi-year trading range earlier this year, and any dip provides a buying opportunity, in my view.

Ultimately, what happens in the Middle East will likely have the biggest impact on the performance of the BetaShares Global Energy Companies ETF in the near term. If a peace deal is agreed between the US and Iran, oil prices and the FUEL ETF could come under pressure.

The post Expert names 1 ASX ETF to buy this week appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Canadian Natural Resources, Chevron, and Enbridge. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended BP, ConocoPhillips, and Siemens Energy Ag. 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.

On Friday, the S&P/ASX 200 Index (ASX: XJO) finished the week in a positive fashion. The benchmark index rose 0.75% to 8,729.8 points.

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

ASX 200 expected to fall

The Australian share market looks set for a subdued start to the week despite a relatively good finish on Wall Street on Friday. According to the latest SPI futures, the ASX 200 is expected to open the day 22 points or 0.25% lower. In the United States, the Dow Jones was down 0.3%, but the S&P 500 rose 0.3% and the Nasdaq charged 0.9% higher.

Oil prices fall

ASX 200 energy shares such as Santos Ltd (ASX: STO) and Woodside Energy Group Ltd (ASX: WDS) could have a poor session after oil prices tumbled on Friday night. According to Bloomberg, the WTI crude oil price was down 3% to US$101.94 a barrel and the Brent crude oil price was down 2% to US$108.17 a barrel. This appears to have been driven by news that Iran has sent over a new peace deal proposal to the US.

NAB half-year results

All eyes will be on National Australia Bank Ltd (ASX: NAB) shares today when the big four bank becomes the latest to release its half-year results. According to a note out of Citi, its analysts are expecting the banking giant to report a first-half cash profit of $3.8 billion. This is a touch lower than the consensus estimate due to its belief that bad debt charges will be higher than expected.

Gold price rises

ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) could have a decent start to the week after the gold price pushed higher on Friday night. According to CNBC, the gold futures price was up 0.35% to US$4,644.5 an ounce. This couldn’t stop the precious metal from recording another weekly decline amid inflation and rate hike concerns.

Buy Develop Global shares

The team at Bell Potter thinks investors should be buying Develop Global Ltd (ASX: DVP) shares for exposure to the mining sector. This morning, the broker has retained its buy rating and $6.60 price target on the mining and mining services company’s shares. Speaking about the Pioneer Dome development, which has been expedited given the strength in lithium commodity prices, the broker said: “Pioneer Dome’s importance lies in its ability to provide timely liquidity for the Group, supporting de-leveraging and financing of Sulphur Springs construction. The resulting financial flexibility would allow DVP to act nimbly on any forthcoming organic and inorganic opportunities.”

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

More reading

• What happened with ASX 200 banks stocks NAB and CBA in April?
• ASX 200 energy shares lead and market finally cracks 8-day losing streak
• Why did ASX 200 energy stocks like Woodside and Santos struggle in April?
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• 3 ASX dividend stocks with 4% yields to buy for a winning income portfolio

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has positions in Woodside Energy Group Ltd. 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.

ASX blue-chip shares can provide investors with an attractive level of passive income, if we choose the right ones. The best stocks can also offer reliable earnings.

I’m going to outline two businesses that could help investors sleep easy at night through providing solid dividends.

Scentre Group (ASX: SCG)

Scentre Group is one of the largest property businesses in Australia, it owns Westfield shopping centres in Australia and New Zealand. It currently has 42 properties with over 12,000 outlets.

In a rising interest rate and inflation environment, it’s understandable why some investors are feeling less optimistic about the business than last year. The Scentre share price is down by 11% in the year to date, which has boosted the distribution yield on offer.

The business expects to grow its annual distribution by 4% in 2026 to 18.43 cents per security, translating into a forward distribution yield of close to 5%.

It’s growing rental earnings at a solid rate, with expectations of 4% growth of funds from operations (FFO), driven by strong rental performance, highlighted by the 2026 first quarter update.

In the three months to 31 March 2026, total business partner sales (tenant) sales across its portfolio rose 5% to $7 billion, with specialty sales growth of 5.3%.

The ASX blue-chip share noted that demand for space in Westfield destinations continued to be strong, with portfolio occupancy of 99.8% at March 2026, up 20 basis points (0.20%) since 31 March 2025.

It said that average specialty rent escalations came to 5.3%, while 636 leasing deals achieved average specialty releasing spreads of 3.3%.

I also like that the business continues to invest across its property portfolio, unlocking more potential rental growth. In the latest quarter, works continued on progressing its $240 million redevelopment at Westfield Bondi.

Australian Foundation Investment Co Ltd (ASX: AFI)

The other business I want to highlight is the listed investment company (LIC), which is one of the oldest and largest LICs in Australia.

Its portfolio is full of ASX blue-chip shares such as BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA), Westpac Banking Corp (ASX: WBC), Macquarie Group Ltd (ASX: MQG), National Australia Bank Ltd (ASX: NAB), CSL Ltd (ASX: CSL) and Telstra Group Ltd (ASX: TLS).

It has provided investors with a pleasingly resilient (and sometimes growing) dividend this century.

Excluding special dividends, the last two half-year ordinary dividends have amounted to 26.5 cents per share. That translates into a grossed-up dividend yield of 5.7%, including franking credits.

This seems like a good time to invest because it’s trading at close to the largest discount to its underlying value – the pre-tax net tangible assets (NTA) – in the last decade. At the time of writing, it’s trading at a discount of close to 15% to the NTA as of 24 April 2026.

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

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

Fortescue Ltd (ASX: FMG) has been of the biggest dividend payers on the ASX over the past several years, and could continue being a strong passive income option in FY26 and FY27.

Fortescue is a leading ASX iron ore share. It has benefited from the ongoing demand from China for Australia’s iron ore, which has kept the iron ore price at a reasonable level, even when experts were pessimistic.

Currently, the iron ore price is sitting around US$107 per tonne, according to Trading Economics – that’s a rise of 8% year-over-year. Pleasingly, higher revenue per tonne is largely extra profit for Fortescue, aside from paying more to the government.

The strength of the iron ore price may bode reasonably well for the upcoming dividend payments, in my view. Let’s look at the size of the possible dividend for a $10,000 investment in Fortescue shares.

2027 passive dividend income projection

Analysts are expecting the ASX mining share to deliver a payout reduction to FY26 compared to FY25.

In FY25, the business paid an annual dividend per share of $1.10.

According to the FY26 forecast on Commsec, owners of Fortescue shares are expected to receive an annual dividend of approximately $1.04 per share. At the time of writing, that translates into a grossed-up dividend yield of 7.4%, including franking credits.

The Fortescue dividend in 2027 (FY27) is forecast to be 80 cents per share, according to Commsec.

At the time of writing, that translates into a potential forward grossed-up dividend yield for FY27 of 5.7%, including franking credits.

Passive income from $10,000 investment

If someone bought, or already owns, $10,000 of Fortescue shares, then an investor can look forward to hundreds of dollars of passive income in 2027, even though it’s suggested the payout could decline.

At the current Fortescue share price, a $10,000 investment could unlock $570 of annual passive income in 2027, including the franking credits.

Is the Fortescue share price a buy?

Analysts certainly don’t seem optimistic about the ASX mining share to deliver compelling returns at the current valuation.

Commsec notes that there are 17 current recommendations on Fortescue shares. Only one of those is a buy rating. There are also nine hold ratings and seven buy ratings.

In other words, professional investors don’t think the miner is a buy right now, so it could be wise to look at other passive income opportunities.

The post If I invest $10,000 in Fortescue shares, how much passive income will I receive in 2027? appeared first on The Motley Fool Australia.

More reading

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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.

If you have $10,000 available to invest, blue chip ASX shares can be a good place to start looking.

These are businesses with scale, strong market positions, and long-term growth drivers. They may not always be the fastest movers on the market, but the best blue chips have a habit of compounding value over time.

With that in mind, here are three ASX blue chip shares to consider buying with $10,000.

Goodman Group (ASX: GMG)

Goodman Group remains one of the most attractive large-cap shares on the ASX.

The company owns, develops, and manages industrial property around the world. Its assets are used by customers that need well-located logistics facilities, warehouses, and increasingly, data centre infrastructure.

That last point is becoming more important. Goodman is no longer just a play on e-commerce and supply chains. It is also becoming increasingly exposed to the growth in cloud computing, artificial intelligence, and digital infrastructure.

This gives the business several long-term growth drivers. Retailers need faster fulfilment networks, companies need smarter logistics, and technology groups need large-scale sites for data centres.

Goodman’s strength is that it owns the type of scarce land and development capability needed to support these trends.

With demand for logistics and data infrastructure continuing to grow, Goodman remains a blue chip share with a strong long-term outlook.

ResMed Inc (ASX: RMD)

ResMed Inc is another ASX blue chip share that looks well placed for the years ahead.

The company is a global leader in sleep apnoea treatment and respiratory care. Its devices, masks, and software help patients manage breathing-related conditions, with demand supported by ageing populations and rising awareness of sleep health.

Its recent result shows that the company continues to perform positively. In the third quarter, ResMed delivered an 11% increase in revenue to US$1.4 billion, while earnings per share rose 21% after its gross margin expanded by 290 basis points to 62.8%. This was driven by cost improvements and manufacturing efficiencies.

This is not just a volume growth story. The margin improvement shows ResMed is also becoming more profitable as it scales.

The company is also investing in digital health, connected devices, and home healthcare. These areas could become more important as healthcare systems look for ways to treat more patients outside traditional hospital settings.

With strong demand, improving profitability, and a clear role in the future of home healthcare, ResMed remains a high-quality ASX blue chip to consider.

TechnologyOne Ltd (ASX: TNE)

TechnologyOne is another ASX blue chip share to consider buying with the $10,000.

The company provides enterprise software to government departments, universities, councils, and large organisations. These customers rely on its products for critical functions, which helps make revenue more predictable.

TechnologyOne’s shift to software-as-a-service has strengthened the business. Recurring revenue has increased, customer relationships have deepened, and the company has gained better visibility over future earnings.

That consistency is a major part of the appeal. TechnologyOne has built a long track record of earnings growth, supported by disciplined execution and a clear product strategy.

Its opportunity is not limited to Australia. The company has also been expanding in the United Kingdom, giving it another pathway for growth over the long term.

With recurring revenue, mission-critical software, and a proven management team, TechnologyOne is arguably one of the ASX’s strongest blue chip technology shares.

The post 3 ASX blue chip shares to buy with $10,000 appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Goodman Group, ResMed, and Technology One. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goodman Group, ResMed, and Technology One. The Motley Fool Australia has positions in and has recommended ResMed. The Motley Fool Australia has recommended Goodman Group and Technology One. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.