Category: Stock Market

The mood in markets has shifted quickly.

After a period of volatility driven by rising oil prices and geopolitical tension, the agreement on a ceasefire between the US and Iran has helped ease some of that pressure. 

Oil prices have pulled back and equities have responded, with the ASX pushing higher as risk appetite returns.

That kind of environment can create opportunities and here are five ASX 200 shares I would be looking at as the market rebounds.

Wesfarmers Ltd (ASX: WES)

Wesfarmers is one of the more dependable shares on the ASX 200.

What I like here is the consistency across its portfolio. Bunnings continues to perform well, Kmart’s value positioning remains strong, and the broader group has shown it can grow earnings even in a mixed environment.

As sentiment improves, I think shares like Wesfarmers can quietly keep compounding.

It may not be the most exciting stock in a rebound, but it is one I would feel comfortable owning through different market cycles.

Hub24 Ltd (ASX: HUB)

Hub24 is another ASX 200 share I’d buy as the market rebounds.

It operates an investment platform used by financial advisers to manage client portfolios, which puts it at the centre of a growing part of the wealth management industry.

What stands out to me is how embedded these platforms become once advisers and their clients are onboarded. That tends to create a sticky and steadily growing base of funds under administration.

As confidence returns, I think there is also potential for renewed inflows as investors re-engage with markets.

For me, it is the combination of structural industry growth, recurring revenue, and operating leverage that makes Hub24 an appealing long-term opportunity.

Codan Ltd (ASX: CDA)

Codan brings exposure to a different set of themes.

Its communications and defence-related technologies, including links to drone and counter-drone systems, place it within an area that is seeing increasing global demand.

Governments and organisations are continuing to invest in security and communications capabilities, and Codan is positioned within that ecosystem.

That combination of underlying demand and improving sentiment is interesting to me.

WiseTech Global Ltd (ASX: WTC)

WiseTech is one of the more polarising shares on the ASX 200 right now.

The share price has pulled back significantly, and concerns around AI disruption, acquisition integration, and business model changes have weighed on sentiment.

But when I look at the business, I still see a company building out a global logistics platform with strong long-term potential.

As the market rebounds, I think there is scope for sentiment to stabilise.

If the company can continue to execute and demonstrate progress, even modestly, that could support a recovery over time.

Breville Group Ltd (ASX: BRG)

Breville adds a consumer-facing growth angle.

What I like here is the global expansion story. The company continues to grow through new product development and increasing its presence in international markets.

Its premium positioning also appears to be holding up, even in a more cautious consumer environment.

As conditions improve, I think businesses with strong brands and global reach can benefit from a recovery in spending and sentiment. Breville ticks these boxes.

Foolish takeaway

Market rebounds can feel encouraging, but I think it is important to stay focused on the underlying businesses.

Wesfarmers offers consistency, Hub24 provides platform-driven growth, Codan brings exposure to defence and communications, WiseTech represents long-term software potential, and Breville continues to expand globally.

They are very different companies, but each has drivers that go beyond short-term market moves.

The post 5 ASX 200 shares I’d buy as the share market rebounds appeared first on The Motley Fool Australia.

More reading

• New to investing? 3 ASX ETFs to set and forget for 10 years
• ASX 200 sector leaders to buy amid today’s market rally
• 2 ASX 200 tech shares this fund manager backs to survive the AI threat
• 1 ASX dividend stock down 22% I’d buy right now
• Down 35% in 2026, are Xero shares the bargain buy of April?

Motley Fool contributor Grace Alvino has positions in Codan, Hub24, and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24, Wesfarmers, and WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia has recommended Hub24 and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Are you looking for ASX 200 shares to buy this week?

Well, the team at Morgans has narrowed things down by naming two shares to buy and one to sell, courtesy of The Bull.

Here’s what it is recommending:

Aristocrat Leisure Ltd (ASX: ALL)

Morgans thinks that this gaming technology company could be an ASX 200 share to buy now.

With Aristocrat’s shares trading on lower than normal multiples, the broker believes an attractive buying opportunity has opened up. It said:

Aristocrat Leisure designs, develops and distributes gaming content, platforms and systems. It offers high quality recurring earnings from generating real money online gaming opportunities. An under geared balance sheet provides options for acquisitions, and ALL is a capital light business with strong cash conversion. The company is trading well below historical levels. The stock is attractively valued given its track record of proven earnings growth.

Capstone Copper Corp (ASX: CSC)

Another ASX share that Morgans has named as a buy this week is copper miner Capstone Copper.

Once again, it believes the company’s shares are trading at an attractive level for investors. It explains:

This copper miner and developer has five long-life assets strategically located in the Americas. CSC is one of a limited number of pure play copper names listed on the ASX. Copper production growth differentiates CSC from its peers. Growth is driven by a combination of near term and longer dated brownfield and greenfield projects, alongside a declining cost profile. CSC was recently trading on a modest price-earnings ratio in 2026 and offers good value at these price levels.

Guzman Y Gomez Ltd (ASX: GYG)

Morgans has named this ASX 200 share as a sell this week according to The Bull. It highlights that the Mexican fast food company’s US business is underperforming and will need to improve to deliver value for shareholders. It said:

Guzman Y Gomez owns, operates and franchises Mexican inspired quick service restaurants in Australia, Singapore, Japan and the United States. The company’s premium valuation is predicated on expectations it will deliver material earnings per share growth over many years. In our view, the company is exposed to execution risk as it aggressively continues to open new restaurants in Australia. Australian earnings were up strongly in the first half of 2026.

However, segment underlying EBITDA in the United States posted a loss of $8.3 million. Management will need to narrow its losses in the US and increase the pace of US expansion to ultimately deliver value for shareholders. GYG shares have fallen from $31 on March 31, 2025 to trade at $15.735 on April 2, 2026.

The post Morgans names two ASX 200 shares to buy and one to sell this week appeared first on The Motley Fool Australia.

More reading

• Why Bank of Queensland, Guzman Y Gomez, NextDC, and Telix shares are racing higher today
• Down 52%, is this ASX fast food stock a screaming buy?
• Guzman y Gomez posts 20% Q3 FY26 sales growth
• Buy, hold, sell: Aristocrat, BHP, and Woodside shares 
• Brokers rate these 3 top ASX shares as buys in April

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Greatland Resources Ltd (ASX: GGP) shares are racing higher on Wednesday after the gold and copper miner delivered another strong quarterly production update.

In afternoon trade, the Greatland share price is up 10.63% to $14.78, after earlier surging to a new all-time high of $15.25 before some profit-taking trimmed the gain.

Even after pulling back from the session peak, the stock is still up roughly 40% in 2026 and more than 120% over the past 12 months.

Let’s dive right into what was announced today.

Cash pile tops $1 billion after another strong quarter

According to its March 2026 quarter production update, Greatland produced 82,723 ounces of gold and 4,128 tonnes of copper from Telfer.

Sales were even stronger at 97,800 ounces of gold and 4,620 tonnes of copper, helping drive another big lift in cash generation.

Management revealed its cash balance climbed to $1.208 billion at 31 March, up from $948 million at the end of December. That means the business added $260 million in cash during the quarter, despite capital expenditure and a $73 million tax payment linked to the Telfer acquisition.

The company also remains debt-free, leaving it in a strong position as it continues development work across the wider Paterson region.

One point likely helping sentiment is that management said Telfer remains insulated from the current Middle East conflict’s effect on fuel supply.

Diesel is sourced under a long-term contract via Port Hedland, while processing power comes from Pilbara natural gas infrastructure.

With gold prices still trading near record levels, that operating stability may be giving investors more confidence in near-term earnings visibility.

Production guidance still points to a strong FY26 finish

Greatland said current production is tracking slightly above the upper end of its FY26 guidance range of 260,000 ounces to 310,000 ounces of gold.

That’s a strong signal heading into the final quarter of the financial year and helps explain why buyers pushed the stock to fresh highs in today’s session.

The March quarter update also follows a strong first-half result released in February, when the miner reported revenue of $977.3 million and net profit after tax of $342.9 million.

With a market capitalisation now approaching $10 billion, Greatland is quickly cementing its place among the ASX’s major gold names.

The stock currently ranks 60th on the ASX by size.

Foolish Takeaway

I think gold prices could be the next major catalyst for another leg higher in Greatland shares.

The company is already generating strong cash flow from Telfer, and today’s update showed production is tracking above FY26 guidance. If gold prices stay near record highs, that leverage could translate into even stronger cash generation.

With more than $1.2 billion in cash, no debt, and growing exposure to Havieron, I believe Greatland still has room to climb from here.

The post Why Greatland shares just hit a record high after a $260 million cash jump appeared first on The Motley Fool Australia.

More reading

• Greatland Resources posts March quarter update
• Brokers name 3 ASX shares to buy right now
• Why Greatland Resources, Newmont, Northern Star, and Qantas shares are rising today
• Here are the top 10 ASX 200 shares today
• ASX gold shares tumble as bull run faces its first big test in 1Q CY26

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 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.

CSL Ltd (ASX: CSL) shares are charging higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) biotech stock closed yesterday trading for $140.31. During the Wednesday lunch hour, shares are changing hands for $143.10 apiece, up 2.0%.

For some context, the ASX 200 is up 2.5% at this same time amid renewed hopes of a deescalation in the Iran war.

Despite today’s welcome boost, however, CSL shares remain down a sharp 41.8% since this time last year. Those losses will have only been modestly eased by the two unfranked dividends the company paid out over the past year.

CSL stock trades on a 3.0% unfranked trailing dividend yield.

Looking ahead, however, Morgans Financial’s Mitch Belichovski expects “diminishing headwinds” for the ASX 200 healthcare share (courtesy of The Bull).

CSL shares: buy, hold or sell?

“This biotechnology giant has a strong research and development pipeline and a successful track record in launching new products,” Belichovski said.

“Its first half result in fiscal year 2026 was softer than expected, with net profit after tax and amortisation declining 7%,” he noted.

Explaining his hold recommendation on CSL shares, Belichovski concluded:

However, the company’s outlook appears supported through a combination of cost-outs, marketing initiatives and diminishing headwinds, which are all reinforced by the board’s urgency around operational delivery.

This provides long term appeal for investors already holding the stock.

What’s the latest from the ASX 200 biotech stock?

CSL reported its half year results (H1 FY 2026) on 11 February.

Atop the 7% year on year decline in NPATA Belichovski mentioned above, the company also suffered a 4% decline in revenue on a constant currency basis to US$8.3 billion.

The company said it had been negatively impacted by a number of factors over the six months including government policy changes, one-off restructuring costs and impairments.

On the positive side, CSL reported a 3% year-on-year increase in cash flow from operations to US$1.3 billion. And management increased the share buyback program from US$500 million to US$750 million.

“We are clearly not satisfied with our performance and have implemented a number of initiatives to drive stronger growth going forward,” CSL’s chief financial officer Ken Lim said of the half year results.

Looking ahead, Lim said, “In the second half we have an ambitious growth plan, driven by immunoglobulin, albumin and our newly launched products.”

Pleasingly, CSL reaffirmed its full year FY 2026 guidance for 2% to 3% revenue growth and 4% to 7% NPATA growth.

CSL shares closed down 4.6% on the day of the results release.

The post Why beaten down CSL shares now offer ‘long-term appeal’ appeared first on The Motley Fool Australia.

More reading

• Could the CSL share price reach $200 in 2026?
• Why the recent ASX share market selloff is a wealth-building opportunity
• 2 classy ASX healthcare stocks to buy before the next market surge
• New to investing? 3 ASX ETFs to set and forget for 10 years
• ASX 200 sector leaders to buy amid today’s market rally

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.

QBE Insurance Group Ltd (ASX: QBE) shares are marching higher today.

Shares in the S&P/ASX 200 Index (ASX: XJO) insurance giant closed yesterday trading for $21.92. In late morning trade on Wednesday, shares are swapping hands for $22.18 apiece, up 1.2%.

For some context, the ASX 200 is up 2.7% at this same time amid renewed hopes of a deescalation in the Iran war.

Taking a step back, QBE has strongly outperformed the benchmark index in 2026.

Since market close on 31 December, QBE shares are up 11.5% compared to the 2.7% year to date gain posted by the ASX 200.

QBE also trades on a partly franked trailing dividend yield of 4.9%.

And looking ahead, Investor Pulse’s Mark Elzayed expects more outperformance from the Aussie insurer (courtesy of The Bull).

Here’s why.

Should you buy QBE shares today?

“Elevated premium rates and higher interest yields combine to drive earnings momentum,” said Elzayed, citing the first reason he’s bullish on the stock.

He noted:

Improvement was clear in its full year 2025 results released in February. Net profit after tax of US$2.157 billion was up from US$1.779 billion in the prior corresponding period. Premium growth remained solid, with gross written premiums increasing 7% to $US23.9 billion, driven by rate increases across North America and international markets.

As for the second reason you might want to buy QBE shares today, Elzayed said, “At the same time, catastrophe costs were well below expectations.”

Which leads to the third reason, namely the company’s growing passive income appeal.

“This combination of underwriting strength and cost control supported a 25% increase in the full year dividend to $1.09 a share,” Elzayed said.

QBE’s passive income payouts in 2025 represented a full year dividend payout ratio of 50%.

“Improved quality of earnings and reduced volatility adds to QBE’s appeal,” Elzayed concluded.

What’s the latest from the ASX 200 insurer?

QBE released its full calendar year 2025 results on 20 February.

Atop the strong growth metrics Elzayed mentioned up top, the company also achieved a 17% year-on-year increase in its funds under management to US$35.8 billion.

And the company’s total investment income of $1.63 billion equated to a return of 4.9%.

“QBE delivered strong performance in 2025, exceeding our financial plan for the year,” QBE CEO Andrew Horton said. “Profitability remains attractive across the majority of lines and the year ahead appears constructive for further growth, and a continuation of solid returns.”

QBE shares closed up 7.1% on the day of the results release.

The post 3 compelling reasons to buy QBE shares today appeared first on The Motley Fool Australia.

More reading

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• 5 ASX shares that could benefit from rising interest rates
• 3 reasons to buy QBE shares today
• Buy, hold, sell: Life360, Magellan, and QBE 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 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.

April is shaping up as a good time to take a step back and think about where I want my money working over the long term.

After recent volatility, I think it makes sense to look at where long-term opportunities still exist, rather than getting caught up in short-term market moves.

For me, exchange-traded funds (ETFs) are one of the simplest ways to do that. They provide broad exposure, reduce stock-specific risk, and allow you to lean into themes that can play out over many years.

Here are three Vanguard ETFs I would be comfortable buying in April.

Vanguard FTSE Asia ex-Japan Shares Index ETF (ASX: VAE)

One area I think is often underrepresented in portfolios is Asia.

The region is home to some of the most important economies in the world, yet many investors remain heavily weighted toward Australia and the United States.

The VAE ETF offers a way to rebalance that.

It provides exposure to large and influential companies across markets like China, Taiwan, India, and South Korea. These are economies that are continuing to evolve, supported by industrial growth, rising consumption, and increasing technological capability.

What I like about this ETF is the diversity within the region.

It is not a single-country bet. It is a collection of different growth stories, from semiconductor manufacturing to digital platforms and financial services.

Over time, I think that kind of exposure can complement a more traditional portfolio.

Vanguard S&P 500 US Shares Index ETF (ASX: V500)

The United States remains one of the most important drivers of global equity returns.

Even after a strong run over many years, I still see reasons to maintain exposure.

The V500 ETF tracks the S&P 500 index, giving access to 500 of the largest companies in the US across a wide range of industries.

What stands out to me here is the breadth. This is not just a technology story. It includes healthcare, financials, consumer brands, and industrial leaders. That creates a more balanced exposure to the US economy.

The recent pullback, with similar funds like the iShares S&P 500 ETF down from their highs, has also made valuations a bit less stretched than they were previously.

For long-term investors, I think maintaining exposure to this market remains important.

Vanguard Global Technology Index ETF (ASX: VTEK)

Technology continues to shape how the global economy operates. Having exposure to it could be a smart long-term move.

The VTEK ETF focuses on around 300 technology stocks across both developed and emerging markets. That includes not just well-known US names, but also companies in other regions that are playing key roles in areas like semiconductors, software, and digital infrastructure.

I see this ETF as a way to capture innovation more directly.

It is more concentrated than a broad market fund, which means it can be more volatile. But it also offers more targeted exposure to a sector that I think will remain central to growth over the long term.

The global nature of the fund is also important. It reflects the fact that innovation is not limited to a single country.

Foolish takeaway

ETFs can play different roles within a portfolio. The VAE ETF provides exposure to a region with long-term structural growth potential, the V500 ETF offers broad access to one of the most influential equity markets in the world, and the VTEK ETF adds a more focused tilt toward global technology and innovation.

Each brings something different, and I think that combination can help build a portfolio that is both diversified and positioned for the future.

The post Why I’d buy these excellent Vanguard ETFs in April appeared first on The Motley Fool Australia.

More reading

• A simple 3-ETF portfolio I’d use to build long-term wealth
• Here are 5 ASX ETFs that I would buy with $50,000
• Why I’m seriously thinking about buying these ASX ETFs in April
• Where I’d invest $50,000 into ASX ETFs today
• Why these Vanguard ETFs could be best buys in 2026

Motley Fool contributor Grace Alvino 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.

Neuren Pharmaceuticals Ltd (ASX: NEU) shares are back in focus on Wednesday.

This comes after the biotech company announced a new commercial milestone for its lead Rett syndrome therapy.

In early afternoon trade, the Neuren share price is up 6.75% to $13.13. By comparison, the S&P/ASX 200 Index (ASX: XJO) is rocketing 2.6% higher to 8,957 points.

Today’s rise stands out because the stock is still down roughly 30% since the start of 2026.

Let’s take a closer look at the release.

DAYBUE STIX rollout reaches the next stage

The catalyst for Wednesday’s gain is a fresh commercial milestone from ACADIA Pharmaceuticals Inc (NASDAQ: ACAD), Neuren’s US partner for DAYBUE.

According to the release, DAYBUE STIX is now broadly available across the United States for patients with Rett syndrome.

The new powder formulation was approved by the US Food and Drug Administration (FDA) in December and first launched on a limited basis during the March quarter.

This update confirms the rollout has now moved into wider commercial distribution, giving more patients and caregivers access to the therapy.

The new formulation gives families more flexibility because it can be mixed with water-based liquids, making it easier to adjust taste and dose volume.

Management also pointed to encouraging early caregiver feedback from the limited launch, with more than 80% of surveyed users reporting satisfaction.

Broader rollout supports the royalty outlook

Neuren receives royalties on all global net sales of trofinetide under its licensing agreement with Acadia. As a result, commercial rollout milestones usually have a direct impact on the share price.

At its FY25 result, the company reported royalty income of $65 million and guided to a further lift in 2026 as DAYBUE sales continue to expand.

Acadia’s 2026 guidance previously pointed to DAYBUE net sales of US$460 million to US$490 million, which implies another year of solid revenue growth for Neuren.

With a market capitalisation of roughly $1.56 billion, the stock remains well below the peaks seen in 2025.

Foolish Takeaway

Neuren’s latest gain follows broader US access to DAYBUE STIX, a rollout step that could support patient growth and future royalties.

Based on the company’s strong February result and Acadia’s 2026 sales guidance, I still see Neuren as one of the more compelling ASX biotech investments.

The combination of DAYBUE revenue growth and progress across the NNZ-2591 pipeline continues to reinforce the long-term opportunity.

After a difficult start to 2026, today’s move may be an early sign that confidence is rebuilding around the company’s revenue outlook.

The post Why Neuren shares are rebounding on Wednesday after a brutal 2026 sell-off appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today

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 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 price of WTI crude oil crashed overnight after US President Donald Trump declared that he had delayed his threat to attack Iran’s infrastructure by two weeks. 

He describes what he calls a “double-sided ceasefire” contingent on Iran opening the Strait of Hormuz to allow oil supplies to flow back through.

The latest update has renewed hopes that the two nations may be moving toward a ceasefire agreement to end the conflict.

The announcement saw the price of WTI crude oil plummet below US$95 per barrel this morning, down from over US$117 per barrel yesterday, according to Trading Economics data.

The prices for Brent oil, gasoline, and heating oil have also dropped significantly.

The latest market shift has acted as a tough headwind for ASX oil and gas or energy shares this morning, with many opening in the red.

These are the stocks to watch today.

Woodside Energy Group Ltd (ASX: WDS)

Woodside shares have crashed 10.7% this morning, to $31.97 a piece. Today’s share price drop follows a steep share price rally during the first three months of 2026, which accelerated significantly since the conflict between the US and Iran ramped up in late February. 

Woodside shares spiked to a multi-year high of $34.93 at the close of the ASX on Tuesday, having jumped over 51% since the start of 2026.

Santos Ltd (ASX: STO)

Santos shares have dropped 6% in Wednesday morning trade, after news that a reprieve in global oil restrictions saw investors sell up their shares. The Australian oil and gas exportation and production company’s shares are changing hands for $7.60 a piece at the time of writing.

Santos shares spiked to a four-year high of $8.08 at the close of the ASX yesterday afternoon, having jumped 31.5% since the markets opened on the 2nd of January.

Beach Energy Ltd (ASX: BPT)

Beach Energy shares are also suffering in early morning trade. At the time of writing, the Australian oil and gas exploration and production company’s shares are down 7.1% to $1.21 a piece.

The shares jumped over 20% in March alone, but after this morning’s sell-off, they’re trading 0.8% below where they were this time last year.

Ampol Ltd (ASX: ALD)

The Australian petroleum company is the largest transport energy distributor and retailer in Australia, with more than 1,800 Ampol-branded service stations across the country as of June 2025. Unsurprisingly, news that the US and Iran could be reaching a peace deal has resulted in a sharp drop in its share price.

At the time of writing, Ampol shares are down 4.2% to $32.03 each; however, they are still up 13.7% since the war escalated in late February.

Viva Energy Group Ltd (ASX: VEA)

Viva Energy Australia is a listed Australian company that owns the Geelong Oil Refinery and is licensed to retail Shell-branded fuels across Australia under a licence agreement. It also owns and retails fuel through Coles Express, OTR, Reddy Express, Liberty Oil, and Westside Petroleum-branded service stations. 

Like Ampol, its share price is suffering from downward pressure from lower oil prices this morning. At the time of writing, Viva shares have crashed 9.9% to $2.38. Viva shares have soared, however, over the past 5 weeks. Even after this morning’s decline, the share price is 34.5% higher than in late February. 

The post ASX shares to watch as oil price crashes appeared first on The Motley Fool Australia.

More reading

• Why are Santos and Woodside shares crashing today?
• Santos shares sink 5% despite another strong Alaska result
• What is Morgans saying about these massively popular ASX 200 stocks?
• 5 things to watch on the ASX 200 on Wednesday
• 4 reasons why Woodside shares are a screaming buy right now

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.

ASX dividend stocks are companies that pay shareholders a regular cash dividend.

From banks to telcos, infrastructure and even mining, there are lots of different types of dividend stocks depending on your risk appetite.

But if you want to find an ASX dividend stock that will pay a reliable passive income for years to come, you’d need to look at established and stable companies.

Here are two that fit the bill.

APA Group (ASX: APA)

APA is one of the most stable dividend shares listed on the ASX. The energy infrastructure business is well-known for paying strong, consistent dividends, with revenue derived from long-term contracted infrastructure assets. 

APA has paid two partially franked or unfranked dividends a year, in March and September, since 2016. The company has a history of paying dividends since 2008.

Not only has APA paid reliable dividends for a long period of time, but it has also hiked its payout every year for the past 20 years. 

Its yield is usually much higher than that of other ASX dividend stocks, too, which makes it an appealing option for investors who want a passive income for years to come.

The company paid an interim dividend of 27.5 cents in the first half of FY26 and is guiding a full-year dividend of 58 cents per security. That translates to a forward distribution yield of 5.8%, partially franked, at the time of writing.

Telstra Group Ltd (ASX: TLS)

The great thing about telecommunications provider Telstra is that it is a classic defensive asset. That means that regardless of how high inflation or the cost of living gets, or how severe global uncertainty becomes, the company’s offerings will remain a high priority for Australians. 

This type of stock is also perfect for investors who want to hedge against potential volatility elsewhere in their portfolio.

As a reliable and consistent ASX dividend stock, Telstra is able to offer a great passive income to investors. In fact, its dividend payout ratio is close to 100% of its earnings. 

Telstra has paid investors two dividends per year, in March and September, since 2016, and sometimes with additional special dividend payments. The telco has a history of paying its shareholders dividends dating back to 2004.

Last month, investors were paid an interim dividend of 10.5 cents, 90.48% franked. Telstra has forecast to pay a 20-cent dividend for FY26.

For FY25, the company paid investors an annual dividend of 19 cents per share. At the time of writing, that translates to a dividend yield of around 3.5%.

The post 2 ASX dividend stocks that could pay you a passive income for years appeared first on The Motley Fool Australia.

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• Buy, hold, or sell? Treasury Wine, Domino’s Pizza, and Telstra shares
• How high can Telstra shares really climb from here?
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• How much would I need to invest in ASX shares to earn $1,000 in passive income every month?
• Why this reliable ASX dividend stock just climbed to a fresh multi-year high

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

The DroneShield Ltd (ASX: DRO) share price has taken a major hit on Wednesday, crashing 20% after the company announced sudden leadership changes.

At first glance, this kind of news can be unsettling for investors.

A CEO stepping down with immediate effect and a chair preparing to exit shortly after is rarely viewed as a positive signal by the market.

But does this selloff represent a potential buying opportunity?

Why the DroneShield share price fell

The catalyst for the decline is clear. DroneShield confirmed that its long-serving CEO, Oleg Vornik, is stepping down after more than a decade in the role, while chairman Peter James will also retire from the board next month.

Leadership transitions can create uncertainty, particularly when they happen quickly. And two at once compounds things. Investors often worry about strategic shifts, disruption to execution, or a loss of momentum.

However, the detail behind the announcement arguably tells a more balanced story.

Importantly, the company has not turned to an external candidate. Instead, it has promoted its chief product officer, Angus Bean, to the CEO role.

As the company noted, this was part of a structured succession plan and reflects continuity rather than disruption.

Bean is not a new face. He has been with DroneShield since its early days. He was its sixth employee and has played a central role in developing its core technologies and engineering capabilities.

Continuity

When leadership changes come from within, it often signals that the company’s broader strategy will remain intact.

The release notes that Bean has been deeply involved in DroneShield’s growth journey, including building its engineering team and shaping its product roadmap.

That is important because DroneShield is not a turnaround story. It is a company that has been growing rapidly and operating in a market with strong structural tailwinds.

In fact, alongside the leadership update, the company also revealed strong trading momentum. It reported record quarterly cash receipts and significant revenue growth early in FY 2026.

This suggests that the underlying business remains in good shape despite the change at the top.

Should you buy the dip?

In the short term, volatility in the DroneShield share price is likely to persist. Leadership changes often take time for the market to fully digest, and some investors may prefer to wait for further clarity.

But for longer-term investors, this pullback could prove to be a buying opportunity.

The key point is that this does not appear to be a case of a struggling business losing its leadership. Instead, it looks more like a planned transition from one internal leader to another, supported by a strong operational backdrop.

Once the initial uncertainty fades, attention is likely to shift back to the company’s fundamentals and growth outlook.

For patient investors, it could be a dip worth watching closely once the dust settles.

The post Should you buy the 20% dip in the DroneShield share price? 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 DroneShield and is short shares of DroneShield. 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.