Category: Stock Market

The S&P/ASX 200 Index (ASX: XJO) has had a slow year to date. 

Australia’s benchmark index is up less than 1% in 2026. 

Inflation, global conflict and high interest rates have all weighed on investor sentiment. 

However the slow rate of growth also means there are buy-low opportunities for stocks that have underperformed. 

Here are two ASX shares tipped for strong growth in the next 12 months. 

Magellan Financial Group Ltd (ASX: MFG)

Magellan Financial Group is an Australian-based diversified financial services group. Its heritage business is a funds manager investing in global equities and global listed infrastructure, founded in 2006.

It has risen just 0.7% year to date, but has declined 13% since March. 

The team at Morgans believe it could rise over the next 12 months. 

The broker updated its outlook on these ASX shares following the company’s 4Q26 AUM update.

MFG’s 4Q26 AUM update showed AUM fell ~A$1bn to A$36.7bn, driven by A$2.5bn of net outflows, partially offset by A$1.7bn of positive market movements. Overall, we view this as a softer quarter. 

The A$2.5bn in outflows is a step up from recent trend, running well above the A$0.3bn average outflows of the prior four quarters, and marking the largest quarterly outflow since 3Q23. We make relatively minor downgrades to FY26F/FY27F EPS on reduced AUM assumptions, following higher 4Q26 outflows than we expected. We lower our price target to A$11.26 (from A$11.29).

With the recent pullback in the share price, the broker now sees more upside and has upgraded its recommendation to an accumulate rating (previously a hold). 

From yesterday’s closing price, Morgan’s price target indicates 14% potential upside.

Adairs Ltd (ASX: ADH)

Adairs has also struggled in 2026. 

Adairs is a homewares and home furnishings retailer in Australia and New Zealand. The company has more than 170 stores across a number of formats as well as a growing online platform.

In 2026, its share price has fallen 18%. 

However, the team at Morgans recently updated its outlook on the company and sees rebound potential following recent share price softness. 

ADH provided a FY26 trading update, with Adairs performing ahead of expectations, Mocka largely in line, but ongoing weakness in Focus on Furniture continues to weigh on group earnings. 

Group EBIT is expected to be down ~1.3%. Given the ongoing weakness in Focus on Furniture and the extended remediation time required, the group intends to recognise an impairment charge of $62-28m ($56-60m after tax). This will be excluded from underlying earnings. We have made downward revisions to our earnings in FY26/27/28. 

The broker now has a $1.70 price target and an accumulate recommendation. 

From current levels, this indicates an upside potential of approximately 15%. 

The post 2 struggling ASX shares tipped to rebound up to 15% appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: James Hardie, Adairs, Minerals 260 shares
• 9 ASX 200 shares downgraded by analysts this week
• Are Adairs shares a buy, hold or sell after their trading update?
• This ASX retail stock is falling as a $68 million furniture headache bites
• 5 best ASX 200 financial shares of FY26

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

The Space Exploration Technologies Corp (NASDAQ: SPCX) listing on the US tech-heavy Nasdaq exchange was among the most anticipated stock debuts in history, but now that the dust is starting to settle, the question of what the real value of the company’s shares is has arisen.

Investors in SpaceX betting the company can deliver

Part of the difficulty in valuing the company is that of its three divisions, only the connectivity division, which operates the Starlink internet service, is turning a profit at the moment.

While they have large aspirations, the space and AI divisions are still burning cash, even though they are already generating significant revenue.

UBS has run the ruler over the company, and in a note to clients published this week, it sets out a positive investment thesis for SpaceX shares.

Interestingly, the UBS team says that as the company brings its Starship rocket system into service, the total addressable market for the company could increase to US$30 trillion.

UBS added regarding the company:

We view SpaceX as an unparalleled set of assets with a multifaceted return profile and multiple drivers of upside for long term, risk tolerant investors. Starship – the most advanced heavy-lift, re-usable rocket – is the foundational technology that unlocks opportunities in launch, communications and AI compute creating a total addressable market nearing US$30T. Starship would effectively give SpaceX commercial control over access to space for the next decade, and we expect revenues/EBITDA to grow at a ~70%/90% CAGR through ’31 to US$660B/US$512B as opportunities in AI and connectivity scale and rapid reusability drives the launch cost per kilogram to just $200 from $1K currently ($50K for the space shuttle).  

UBS said while it was not factored into their base investment case, the company was “uniquely positioned to exploit off planet business models as they emerge, providing investors a call option as Elon Musk looks to fulfill his vision of making life multiplanetary”.

The broker said the Starship rocket system was five times larger than SpaceX’s Falcon 9 reusable rocket, which would dramatically improve the cost of getting into orbit.

Starship would then feed into the Starlink business, UBS said, enabling the deployment of next-generation satellites, “super-charging the business with 10x the capacity per satellite at about 1/10th the cost”.

UBS also noted that the company’s AI division already had contracts with Anthropic and Alphabet, “while inexpensive access to space opens up the market for orbital compute”.

Massive new markets await

UBS added:

Longer term, we believe the company could exploit other opportunities created by its control of cheap access to space including travel, cargo, orbital manufacturing and access to the lunar (and eventually, Martian) surface. While difficult to quantify, we believe these opportunities will come into focus over the next several years and become a key driver of the shares despite their lack of reference in our 5-year model.

UBS has a price target of US$210 on SpaceX shares.

The post How high will SpaceX shares go according to UBS? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• With Hormuz closed, is there an opening to buy Woodside shares?
• Up 12% in 2026! Are Wesfarmers shares now too expensive?
• ASX 200 drops as soaring oil prices rattle global markets
• Why this ASX 200 energy stock is crashing 5% on Monday

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

It was a wild, volatile, but positive start to the trading week for the S&P/ASX 200 Index (ASX: XJO) and many ASX shares this Monday. After opening in the red this morning, investors quickly turned things around with a run of buying. But that didn’t last long either, with the index spending most of the day in red territory.

However, the ASX 200 staged a late comeback and only just managed to finish in the green, gaining 0.028% for the day and finishing at 8,808.5 points.

This shaky start to the trading week for the Australian markets came after a happy finish to the American trading week on Friday night (our time).

The Dow Jones Industrial Average Index (DJX: .DJI) fared decently, rising 0.29%.

In a rare event, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) also gained 0.29%.

But let’s return to this week and the local markets to see how the various ASX sectors performed this session.

Winners and losers

At the front of today’s red sectors were tech stocks. The S&P/ASX 200 Information Technology Index (ASX: XIJ) was hit hard, plunging 2.48%.

Gold stocks were also hit hard, with the All Ordinaries Gold Index (ASX: XGD) cratering 1.89%.

Utilities shares were unpopular, too. The S&P/ASX 200 Utilities Index (ASX: XUJ) saw its value tank 1.63% today.

Consumer staples stocks were no safe haven either, as you can see by the S&P/ASX 200 Consumer Staples Index (ASX: XSJ)’s 0.91% slump.

Mining shares didn’t hold water. The S&P/ASX 200 Materials Index (ASX: XMJ) sank 0.65% this Monday.

Nor did healthcare stocks, with the S&P/ASX 200 Healthcare Index (ASX: XHJ) dropping 0.61%.

Industrial stocks were our final losers today. The S&P/ASX 200 Industrials Index (ASX: XNJ) slid 0.17% down.

Let’s turn to the winners now. Leading the push higher were communications stocks, evidenced by the S&P/ASX 200 Communication Services Index (ASX: XTJ)’s 0.89% surge.

Consumer discretionary shares proved popular as well. The S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ) jumped 0.86% today.

We could say something similar for financial stocks, with the S&P/ASX 200 Financials Index (ASX: XFJ) advancing 0.67%.

Energy shares also ran relatively hot. The S&P/ASX 200 Energy Index (ASX: XEJ) put on an additional 0.66% this Monday.

Finally, real estate investment trusts (REITs) only just got over the line, illustrated by the S&P/ASX 200 A-REIT Index (ASX: XPJ)’s 0.04% inch higher.

Top 10 ASX 200 shares countdown

Biotech company Mesoblast Ltd (ASX: MSB) was the best share on the index. Mesoblast stock leapt 4.91% higher this Monday to close at $2.35. This was potentially a reaction to a bullish broker note, which we covered this morning.

Here’s the rest of today’s best: 

ASX-listed company	Share price	Price change
Mesoblast Ltd (ASX: MSB)	$2.35	4.91%
Ampol Ltd (ASX: ALD)	$36.75	4.17%
Genesis Minerals Ltd (ASX: GMD)	$5.88	3.70%
Viva Energy Group Ltd (ASX: VEA)	$2.33	3.56%
Sigma Healthcare Ltd (ASX: SIG)	$2.92	3.55%
ARB Corporation Ltd (ASX: ARB)	$18.03	2.85%
Karoon Energy Ltd (ASX: KAR)	$1.45	2.12%
Insurance Australia Group Ltd (ASX: IAG)	$8.35	1.95%
Wesfarmers Ltd (ASX: WES)	$91.32	1.81%
Telstra Group Ltd (ASX: TLS)	$4.98	1.63%

Our top 10 shares countdown is a recurring end-of-day summary that shows which companies made big moves on the day. Check in at Fool.com.au after the weekday market closes to see which stocks make the countdown.

The post Here are the top 10 ASX 200 shares today appeared first on The Motley Fool Australia.

More reading

• Up 12% in 2026! Are Wesfarmers shares now too expensive?
• ASX 200 drops as soaring oil prices rattle global markets
• How much could a $500,000 ASX share portfolio pay in dividends?
• Regis Resources steps back from Vault Minerals bid, secures break fee
• Why Mesoblast shares could double in value

Motley Fool contributor Sebastian Bowen has positions in Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ARB Corporation and Wesfarmers. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended ARB Corporation and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Well, it seems we are back to square one in the Strait of Hormuz. The fragile ceasefire between the United States and Iran apparently collapsed over the weekend. The United States has resumed strikes on Iran, while Iran has announced that, once again, ships are not permitted to transit the Strait of Hormuz. Does this mean investors should look to ASX energy shares like Woodside Energy Group Ltd (ASX: WDS)?

Yes, we seem to be in a new phase of crisis when it comes to this all-important, and now universally recognised global chokepoint. With ships unable to transit the Strait, markets have turned bearish. The S&P/ASX 200 Index (ASX: XJO) is lower today, currently down by about 0.4%. But naturally, ASX energy shares like Woodside are going the other way. Woodside itself is currently up 0.3% in today’s session to $29.14 a share. Since last Tuesday, this stock, the largest oil and gas producer on the ASX, has lifted by a confident 4.15%.

Although not quite as high as the near-$36 levels we were seeing back in April, Woodside is still up by more than 23% in 2026 to date. Over the past 12 months, investors have enjoyed a 21% return.

Despite these impressive gains, Wodoside shares are still trading on an eye-catching dividend yield of 5.67% at present.

So, with global oil prices spiking once again, and a yield of that size on the table, are Woodside shares currently in the buy zone?

Woodside shares: Time to buy?

I think anyone debating this question is missing the forest for the trees. In Warren Buffett’s view of investing, which I share, good investing practice involves buying high-quality companies that have the ability to compound their earnings over many years at cheap prices.

I think Woodside falls short on a few of those criteria. Firstly, Woodside shares are becoming more expensive, not cheaper, as a result of recent events. That’s not a buy signal in my book.

Secondly, the latest developments in the Middle East are small chapters in what is becoming a very long book indeed. Yes, the Strait is back to being closed. But no one knows if it will reopen tomorrow, next week, or next year. Buying an energy stock based on a view of when a future event may occur is getting dangerously close to flipping a coin. A gamble is, or at least should be, a very different proposition from an investment decision.

Thirdly, it’s my view that most energy shares are not high-quality compounders. Their profits are largely out of their control, riding or dying on the back of fickle global energy prices. This can be great when prices are high. But it can also lead to a prolonged drought if energy prices remain subdued.

So no, I don’t think Woodside shares are attractive following the events of the weekend. In my view, there are simply too many unknowns to make an informed investment decision given the current circumstances.

The post With Hormuz closed, is there an opening to buy Woodside shares? appeared first on The Motley Fool Australia.

More reading

• Is the Woodside share price a buy for its 14% dividend yield?
• 5 things to watch on the ASX 200 on Monday
• ASX 200 energy shares rebound after US-Iran peace deal falls apart
• How much do I need in my superannuation to get $50k per year in passive income?
• 5 things to watch on the ASX 200 on Friday

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

Wesfarmers Ltd (ASX: WES) shares are pushing higher again on Monday.

At the time of writing, the Wesfarmers share price is up 1.41% to $90.96. Today’s gain takes its rise in 2026 to around 12%.

The stock is also trading only about 4% below its 52-week high of $95.18.

There haven’t been any new company announcements today. However, Macquarie has lifted its price target by 1.2% to $86.

While the increase is positive, the new target still sits below the current share price.

So, has the market pushed Wesfarmers shares too far?

Why have Wesfarmers shares climbed?

The recent results help explain why the share price has kept climbing.

Wesfarmers reported a 3.1% increase in first-half revenue to $24.21 billion, while net profit rose 9.3% to $1.60 billion. The fully-franked interim dividend also increased 7.4% to $1.02 per share.

Bunnings remained the largest contributor, with earnings rising 5% to $1.39 billion. Kmart Group earnings increased 6.1% to $683 million.

Returns on capital (ROC) were around 70% at both businesses, which remains one of Wesfarmers’ biggest strengths.

Nonetheless, Wesfarmers is still looking for more growth. Bunnings has expanded into categories including tools, workwear, rural products, and automotive accessories. Kmart has kept expanding its Anko range and opened more joint venture stores in the Philippines.

Management said in February that its retail businesses had continued trading well through the first 6 weeks of the second half.

Brokers remain cautious

The share price now sits well above most broker forecasts.

Macquarie’s new $86 target is one of the higher recent estimates, but it still sits around 5.5% below the current share price.

Goldman Sachs and CLSA both have $78 targets, while Citi is more bearish with a $69 target.

Most analysts remain cautious. Investing.com currently shows an average 12-month price target of $76.36, around 16% below today’s price, along with an overall sell consensus.

The valuation is another reason for the caution. Wesfarmers trades on a trailing price-to-earnings (P/E) ratio of 33.7 times and offers a dividend yield of about 2.8%.

What does the chart show?

Momentum remains strong, although the stock is nearing overbought territory.

Wesfarmers has a relative strength index (RSI) reading of 68, just below the level of 70 generally viewed as overbought.

The share price is also above the middle Bollinger Band at around $88.48. The 52-week high near $95.18 is the next resistance level, while the $88 to $90 area is the nearest support zone.

Wesfarmers is still producing solid earnings, but the share price now leaves less room for a weak result.

The full-year result on 27 August will show whether earnings are keeping pace with the share price.

The post Up 12% in 2026! Are Wesfarmers shares now too expensive? appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Goldman Sachs Group, Macquarie Group, and Wesfarmers. The Motley Fool Australia has recommended Macquarie Group and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) is trading lower on Monday as another jump in oil prices weighs on global markets.

At the time of writing, the benchmark index is down 0.38% to 8,772 points after briefly moving above 8,820 earlier in the session.

The selling is spread across much of the market, with 118 ASX 200 shares trading lower, compared with 75 in positive territory and 7 stocks unchanged.

However, gains from the major banks and several energy shares are helping keep the decline from becoming much larger.

Here’s what is behind today’s fall.

Oil jump rattles global markets

The latest weakness follows another escalation in the conflict between the United States and Iran over the weekend.

Brent crude oil futures have climbed around 4% to more than US$79 a barrel, while West Texas Intermediate (WTI) crude is trading above US$74.

Concerns remain centred on the Strait of Hormuz and the potential disruption to energy shipments through the key waterway.

The oil rise is also adding to inflation concerns and has pushed US futures lower ahead of Monday night’s session.

S&P 500 Index (SP: .INX) futures are down 0.48%, while Nasdaq Composite Index (NASDAQ: .IXIC) futures are falling 1.12%.

Asian markets are also mostly lower. South Korea’s Kospi has dropped around 5%, while Japan’s Nikkei is down more than 1%.

Tech, healthcare and miners in the red

The weaker global lead is hitting several of the ASX 200’s larger growth and resources stocks.

Xero Ltd (ASX: XRO) shares are down 3.57% to $70.78, while WiseTech Global Ltd (ASX: WTC) has tumbled 2.32% to $33.21.

ResMed Inc (ASX: RMD) shares have dropped 5.53% to $28.37, and CSL Ltd (ASX: CSL) is 0.94% lower at $121.73.

The major miners are also weighing on the index. BHP Group Ltd (ASX: BHP) shares are down 0.70% to $57.87, while Rio Tinto Ltd (ASX: RIO) has slipped 0.58% to $163.53.

Mineral Resources Ltd (ASX: MIN) is among the heavier fallers, sinking 4.12% to $57.24.

Consumer staples are also lower. Woolworths Group Ltd (ASX: WOW) shares are down 1.07% to $39.73, while Coles Group Ltd (ASX: COL) has dipped 1.66% to $23.17.

Banks and energy shares provide support

The ASX 200 would be much lower without support from the major banks.

Commonwealth Bank of Australia (ASX: CBA) shares are up 0.26% to $169.30. Westpac Banking Corp (ASX: WBC) has added 0.30% to $36.65, National Australia Bank Ltd (ASX: NAB) is 0.43% higher at $39.78, and ANZ Group Holdings Ltd (ASX: ANZ) has gained 0.69% to $36.30.

Higher oil prices are also helping some energy stocks. Woodside Energy Group Ltd (ASX: WDS) shares are up 0.33% to $29.15.

The post ASX 200 drops as soaring oil prices rattle global markets appeared first on The Motley Fool Australia.

More reading

• Another CEO share sale has this ASX 100 tech stock sinking today
• How much could a $500,000 ASX share portfolio pay in dividends?
• CSL shares are up 35% since early June. Is the recovery here to stay?
• ASX consumer staples shares are quietly surging while the rest of the market stalls. Here is why
• Is the Woodside share price a buy for its 14% dividend yield?

Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL, ResMed, WiseTech Global, and Xero. The Motley Fool Australia has positions in and has recommended ResMed, WiseTech Global, and Xero. 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.

One of the S&P/ASX 200 Index (ASX: XJO)’s biggest energy stocks is having a rough start to the week.

AGL Energy Ltd (ASX: AGL) shares are down 5.10% to $8.01 today after the electricity provider was hit with a broker downgrade.

The decline leaves the AGL share price down almost 14% since the beginning of 2026 and around 16% over the past 12 months.

The selling follows a warning that weak wholesale electricity prices could delay the company’s earnings recovery for several years.

Here’s more on that detail.

Macquarie cuts its rating

According to The Australian, Macquarie has downgraded AGL shares from neutral to underperform and cut its price target by 12% to $7.75.

The new target sits below Friday’s closing price of $8.44 and is also slightly lower than where the stock is trading today.

Macquarie believes the electricity market remains too well supplied, with wholesale power prices sitting near 5-year lows. Mild weather, additional battery storage, and growing output from wind and solar projects have all contributed to the softer pricing environment.

The broker noted that the number of hours with prices above $300 per megawatt-hour across the National Electricity Market fell 70% during the June quarter compared with a year earlier.

AGL’s longer-term outlook weakens

Macquarie now expects wholesale power prices to recover in FY31, 2 years later than its previous FY29 forecast.

The broker reportedly cut its FY28 earnings forecast by 25% and lowered its FY29 estimate by 72%. It believes AGL’s earnings could fall back to 2021 levels by FY28.

Macquarie’s weaker outlook also takes into account the impact of data centres, which are often seen as a major source of future electricity demand. However, the broker believes this extra demand could keep coal-fired power stations operating for longer and attract more renewable generation.

This could leave the electricity market oversupplied for longer and delay a recovery in wholesale prices.

The risk would grow if the planned closures of Origin Energy Ltd (ASX: ORG)’s Eraring power station and AGL’s Bayswater facility are delayed.

AGL’s upcoming results in focus

The downgrade comes even after AGL lifted the lower end of its FY26 guidance in May.

The company now expects underlying EBITDA of between $2.06 billion and $2.18 billion. Underlying net profit after tax (NPAT) is forecast to come in between $610 million and $680 million.

AGL said improved plant availability, steadier consumer margins, and disciplined cost management had supported the stronger outlook.

Management also warned that FY27 could include lower wholesale prices in some regions and softer market conditions.

AGL will provide its FY27 guidance when it releases its full-year results on 12 August.

The post Why this ASX 200 energy stock is crashing 5% on Monday appeared first on The Motley Fool Australia.

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• How much do I need in my superannuation to get $1500 per week in passive income?
• Buy these 3 blue-chip shares for better than 5% dividend yields

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

If an ASX investor is on the hunt for their next dividend share, they might be drawn to the financial sector of the Australian markets. ASX financial shares have long been known for their hefty dividend potential, mainly thanks to the generosity of the ASX bank shares. AMP Ltd (ASX: AMP) is a financial share, and does have a banking division. But does this make the company a sound dividend investment?

AMP is one of the ASX’s most interesting stocks, at least in my view.

This company has had quite the journey since demutualising and floating on the ASX back in the late 1990s. Unfortunately, it has been a rather arduous journey for most of the past two and a half decades. The company once commanded a price of almost $15 a share back in its early ASX days. However, chronic mismanagement and a series of scandals proved to be catastrophic for those investors who received AMP shares as part of their demutualisation. Since January 1999, the AMP share price has collapsed by more than 87%. That’s a pretty rough return for more than 27 years of waiting.

More recently, though, AMP seems to have at least steadied the ship. At $1.70 a share today (at the time of writing), AMP is up about 14.5% over the past 12 months, and up by more than 54% since mid 2021.

But how does this financial stock measure up when it comes to dividend income? Can it rival its larger and more popular peer in the financial space?

AMP shares: What kind of dividends are on offer today?

At today’s price of $1.70 a share, AMP stock is trading on a trailing yield of 2.37%. That stems from the last two dividends the company has paid out. The first of those was the final dividend worth 2 cents per share that we saw doled out back in April. The second was the interim dividend from September, also worth 2 cents per share. Both payments came partially franked at 20%.

The final dividend was a particularly welcome one, as it represented a 100% increase on the 1 cent per share payout investors bagged in April 2025.

Saying that, investors have had better in the past. For example, 2023 saw shareholders receive two payments worth 2.5 cents per share each.

Still, AMP’s relatively low yield and lack of full franking do arguably make the company uncompetitive in the ASX financial space when it comes to dividends. At least where things currently stand.

Who knows what the future might hold, though. As my Fool colleague Samantha recently covered, many ASX brokers are bullish on AMP shares right now. Perhaps the company will keep improving its income offerings to investors going forward. We’ll have to wait and see.

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

More reading

• 5 best ASX 200 financial shares of FY26
• Are AMP shares a good buy for passive income?
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Motley Fool contributor Sebastian Bowen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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 Xero Ltd (ASX: XRO) share price is sliding again on Monday following a new announcement from the accounting software company.

At the time of writing, Xero shares are down 4.24% to $70.29. The S&P/ASX All Technology Index (ASX: XTX) is also lower, although its 1.33% fall is much smaller.

The latest drop adds to a painful year for shareholders. Xero shares have now fallen almost 40% in 2026 and around 60% over the past 12 months.

Here’s the latest.

CEO sells remaining ordinary shares

According to the release, Singh Cassidy sold 29,608 Xero shares on market on 7 July at $74 apiece.

The transaction was worth just over $2.19 million, with Xero saying the sale was made to manage personal tax obligations.

Interestingly, the sale means Singh Cassidy no longer holds any ordinary Xero shares directly. However, she still has plenty riding on the company through 171,381 restricted stock units and 1,038,308 unlisted options.

Those holdings leave her with plenty of exposure to how Xero performs from here.

More than $7.5 million sold since May

The latest sale follows another large disposal by Singh Cassidy only a few weeks earlier.

Between 26 May and 2 June, she sold 70,737 Xero shares for around $5.4 million. Xero also said those sales were made to cover tax obligations.

Combined, the two transactions have seen the Chief Executive sell 100,345 shares worth roughly $7.6 million since late May.

Both sales have been linked to tax obligations, but the timing isn’t a great look when Xero shares are already trading near their 52-week low of $65.

Strong growth has not stopped the slide

Xero’s share price had already been falling despite solid growth in the underlying business.

Its FY26 result showed operating revenue rising 31% to NZ$2.75 billion, while adjusted EBITDA increased 18% to NZ$757.4 million. Net profit fell 27% to NZ$167.4 million as acquisition costs linked to US payments business Melio weighed on the result.

Management expects FY27 operating revenue of between NZ$3.62 billion and NZ$3.73 billion. Adjusted EBITDA is forecast to reach NZ$860 million to NZ$920 million.

Why are Xero shares falling?

Today’s CEO sale seems be adding to the selling, while the weaker tech sector is also working against the stock.

However, the 60% decline over the past year points to much bigger concerns.

Investors are weighing the price paid for Melio, higher costs, and the time needed to turn faster US growth into stronger profits.

The business is still growing revenue and customers, but the market wants to see more of that growth flow through to the bottom line.

The post Another CEO share sale has this ASX 100 tech stock sinking today appeared first on The Motley Fool Australia.

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

Silex Systems Ltd (ASX: SLX) is an interesting company in that it’s aspiring to be part of the uranium supply chain, but on the technology front rather than the mining front.

Uranium technology delivering results

The company is focused on commercialising the Silex laser isotope separation technology, which can be used to produce different grades of fuel for the nuclear power industry.

The company held an investor day recently where it invited analysts, including those from Shaw and Partners, to visit its facilities at Lucas Heights in New South Wales.

Shaw and Partners said in a note to clients following the visit:

Silex management outlined the progress post achieving Technology Readiness Level 6 (TRL-6) last year. The first phase of commercialisation is reprocessing tails at the Paducah facility in Kentucky. Silex is on track for first production of uranium in 2030. On the site visit we also saw the zero spin silicon enrichment project in dry commissioning.

The Silex technology is owned by a joint venture company, Global Laser Enrichment (GLE), which is 51% owned by Silex and 49% owned by uranium major Cameco.

Shaw and Partners said the achievement of TRL-6, “started the clock ticking on Cameco’s option to acquire a 26% stake in GLE to move to 75% ownership”.

They added:

Cameco now has 30 months to make a decision. We note that Cameco is making increasingly optimistic comments about GLE on its result calls. We hosted a call with Cameco early this week at which Cameco repeated its optimism on the GLE technology.

Shaw and Partners said the Silex technology had the potential to re-enrich about 150 million pounds of previously processed uranium tailings back into mine-grade uranium.

They added:

One way to think about this opportunity is that (the Paducah facility) I will be a 5Mlb/yr uranium mine producing uranium at a cash cost of less than US$30/lb. For reference, Paladin’s Langer Heinrich operation is expected to produce 5-6Mlb of uranium at a cash cost in the high US$30s/lb once at full operation.

Silicon also a potentially large oppportunity

The company also announced on 29 June the construction of the world’s first laser-based silicon enrichment plant.

The company said:

Enriched silicon-28 in the form of high-purity Q-Si is required for next-generation silicon-based quantum computers being developed by advanced semiconductor companies around the world. Quantum computers, the first of which are expected to be commercialised by the end of the decade, could revolutionise the computing industry by providing an immense increase in computing power, compared to today’s most advanced classical chips made by companies such as Nvidia, Intel, IBM and AMD. Quantum computing is therefore expected to underpin a transformational performance uplift in the emerging Artificial Intelligence (AI) industry.

Shaw and Partners has a price target of $12.80 on Silex shares compared to $5.74 currently.

The company is valued at $1.59 billion.

The post This ASX uranium company could jump more than 100% in value: Broker appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Advanced Micro Devices, Cameco, Intel, International Business Machines, and Nvidia. The Motley Fool Australia has recommended Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.