Category: Stock Market

The CSL Ltd (ASX: CSL) share price is heading south today, with the biotech giant continuing a difficult run.

At the time of writing, the CSL share price is down 1.91% to $135.37, after falling as low as $133.35 earlier in the session. That marks a new multi-year low, with the stock last trading at these levels back in September 2017.

The decline means CSL shares are now down around 22% in 2026. This raises the question of whether this is a buying opportunity or if the share price has further to fall.

Let’s take a closer look.

A prolonged downtrend continues

CSL’s share price has been trending lower for some time, and recent trading suggests momentum remains weak.

Over the past year, the stock has consistently made lower highs and lower lows. The latest move to multi-year lows reinforces that trend, with no clear signs of a reversal.

From a technical perspective, indicators remain soft. The relative strength index (RSI) has been hovering in the low range, pointing to weak buying pressure rather than strong accumulation.

At the same time, the share price is trading well below key moving averages, which tell us sellers are still in control.

The next key level to watch is around the $130 mark, which may act as near-term support. On the upside, previous support near $150 could now act as resistance if the stock attempts to recover.

What is driving the weakness?

CSL has faced slower growth expectations in parts of its business, particularly in its vaccine division. Reduced vaccination demand and changes in global health trends have weighed on sentiment.

There have also been concerns around margins, with rising costs and pricing pressures affecting earnings expectations.

At the same time, broader market conditions have not helped. Healthcare stocks have lagged in 2026, while investors have shifted towards sectors such as resources and energy.

This rotation has left CSL out of favour with investors, despite its strong long-term track record.

Is this a buying opportunity?

Despite the recent weakness, CSL remains one of Australia’s largest and most established healthcare companies.

The business has a global footprint, strong positions in plasma therapies and vaccines, and a long track record of growth.

After the recent pullback, valuation is starting to come into focus. Some investors may see value at these levels, especially given CSL’s history.

However, the trend is still pointing lower. Until earnings stabilise and sentiment improves, the share price could remain under pressure.

Foolish takeaway

CSL shares have fallen to levels not seen in almost a decade, highlighting how much sentiment has changed.

The sell-off has made the stock look cheaper, but the trend is still pointing lower.

That means the next move will likely depend on whether CSL can rebuild confidence in its growth outlook over the coming months.

The post Down 20% in 2026, is now the time to buy CSL shares? appeared first on The Motley Fool Australia.

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• CSL and these ASX 200 stocks just hit 52-week lows: Should you buy the dip?
• How are Australia’s biggest blue-chip stocks performing in 2026?
• 3 reasons to buy CSL shares today
• Where I’d put $10,000 in Australian stocks right now
• 3 ASX 200 shares at 52-week lows: Buy, hold, or sell?

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. 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.

S&P/ASX 200 Index (ASX: XJO) shares are down 1.5% as new missile strikes send oil prices higher and stoke fears of a protracted war.

The ASX 200 has now fallen 7.4% since the US and Israel launched strikes on Iran on 28 February (US time).

The Brent crude oil price jumped 4% to US$112 per barrel today after new missile attacks on energy infrastructure in the Middle East.

Trading Economics analysts explained the spike:

… fresh attacks on key energy infrastructure in the Middle East heightened concerns over disruptions to global oil and gas flows.

Iran launched missile strikes on a Qatari facility housing the world’s largest LNG export plant, marking one of several energy assets Tehran vowed to target following an Israeli strike on Iran’s South Pars gas field.

US President Donald Trump said he had prior knowledge of the Israeli attack on the South Pars field but urged against further strikes on Iranian energy sites.

The Brent crude oil price is now almost 11% higher over the week and 55% higher over the past 30 days.

The war has effectively shut down the Strait of Hormuz.

More than 20% of the world’s global oil and gas exports, mostly from Iran, Iraq, Qatar, and the UAE, pass through the strait.

The shutdown has led to several Middle Eastern oil producers curbing production as storage systems fill up and container ships sit still.

ASX 200 energy shares soar amid red day for market

The oil price spike has sent several ASX 200 energy shares soaring today.

The Woodside Energy Group Ltd (ASX: WDS) share price is up 6.5% to $33.46.

Santos Ltd (ASX: STO) shares are up 3.5% to $8.05 apiece.

The Beach Energy Ltd (ASX: BPT) share price is up 4.6% to $1.29.

Ampol Ltd (ASX: ALD) shares are 5.1% higher at $33.12, while Viva Energy Group Ltd (ASX: VEA) is up 16.4% to $2.46.

The ASX 200 experienced a partial rebound after the Bureau of Statistics revealed a 0.2% lift in the unemployment rate to 4.3% today.

The unemployment rate lifted mainly due to a 0.2% expansion in the participation rate.

The softer-than-expected labour data eased the risk of further interest rate hikes, causing a positive market reaction.

However, the partial rebound was not enough to change the ASX 200’s trajectory for the day.

Lucinda Jerogin, Associate Economist at Commonwealth Bank of Australia (ASX: CBA), said the war and rising energy costs were creating risks for the Aussie jobs outlook.

While the labour market remains on the tighter side today, Jerogin said: “We do see upside risks to the unemployment rate from here.”

Jerogin commented:

… the participation rate will be one area to watch in upcoming labour force surveys as cost-of-living pressures worsen amid higher inflation and fuel costs related to the War in Iran. This may induce people back into the workforce.

The post ASX 200 down as fresh missile strikes on energy assets send oil prices higher appeared first on The Motley Fool Australia.

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

When I am considering buying an ASX stock, one of the first metrics I look at is that stock’s dividend growth history. This history alone can tell us a lot about a company’s financial health, its resilience, and its potential as a profitable, long-term investment.

Although investors love dividends, paying them places an enormous burden on a company. Dividends are not free money. They are cash payments funded from a company’s profits. Every dollar that goes out the door as a dividend is lost to that company forever. It cannot be used to pay taxes, reduce debt, or be reinvested in the business for future growth.

Many companies manage to afford to pay regular dividends to their investors. But only the best have the financial capacity to deliver regular dividend increases above the rate of inflation. If you find a company that can do this consistently, it has a high chance of being a long-term winner and market-beating investment. At least in my opinion.

When it comes to divided growth streaks, there are few ASX shares that can match MFF Capital Investments Ltd (ASX: MFF).

MFF Capital is a listed investment company (LIC) that specialises in investing in US stocks. Like most LICs, MFF holds a portfolio of underlying investments that it manages on behalf of its shareholders. MFF typically follows a Warren Buffett playbook of buying high-quality companies at attractive prices and holding them. Some of its most successful positions have been in its portfolio for years, and include Amazon, Google-owner Alphabet, Mastercard, Home Depot, American Express, and Visa.

This ASX stock is a dividend growth machine

But let’s talk about this ASX stock’s dividend growth. MFF happens to have one of the sharpest dividend growth trajectories on the ASX. To illustrate, MFF shares paid out 2 cents per share in fully-franked dividends back in 2017. By 2021, that annual total had grown to 7.5 cents per share. By 2025, it had reached 17 cents per share.

Recently, MFF has confirmed that investors will receive an interim dividend worth 10 cents per share, fully franked, in May. Just this week, the company told shareholders to expect a final dividend of 11 cents per share later this year. This, if all goes to plan, would see MFF’s 2026 dividend total come in at 21 cents per share.

That would be a 23.5% rise over 2025’s dividends in one go. It would also mean that investors have enjoyed a compounded annual growth rate (CAGR) in dividend payments of 26.4% over the past five years. Since 2017, the CAGR has been 29.86%. In contrast, Commonwealth Bank of Australia (ASX: CBA) paid out $4.29 in dividends per share in 2017, and $4.85 per share in 2025. And that didn’t include a dividend hike every year in between.

MFF Capital has one of the best dividend growth streaks on the ASX. Certainly, one of the steepest. That’s why I’m confident this ASX stock will continue to be a winner going forward.

At the time of writing, MFF shares are trading on a trailing dividend yield of 4.15%.

The post You won’t believe this ASX stock’s dividend growth appeared first on The Motley Fool Australia.

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American Express is an advertising partner of Motley Fool Money. Motley Fool contributor Sebastian Bowen has positions in Alphabet, Amazon, American Express, Berkshire Hathaway, Mastercard, Mff Capital Investments, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Alphabet, Amazon, Berkshire Hathaway, Home Depot, Mastercard, and Visa. The Motley Fool Australia has recommended Alphabet, Amazon, Berkshire Hathaway, Mastercard, Mff Capital Investments, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Lynas Rare Earths Ltd (ASX: LYC) shares have been on fire over the past 12 months.

During this time, the rare earths producer’s shares have risen more than 150% to $19.68.

Let’s see what one leading broker is saying about this high-flyer this week.

What is the broker saying?

The team at Wilsons is feeling positive on the company due to favourable rare earths supply-demand dynamics. It said:

The rare earth market is benefiting from a powerful combination of structural demand growth, constrained supply and increasing policy support for ex-China supply chains. These dynamics are expected to support elevated rare earth prices while also strengthening demand for, and the pricing outcomes of, Western supply in particular.

Against this backdrop, established ex-China producers are particularly well positioned to benefit from the emerging bifurcation of the rare earth market. In this context, Lynas Rare Earths (LYC) stands out as the world’s largest producer of separated rare earth oxides outside of China and one of the few scaled ex-China producers positioned to capture stronger pricing across both light and heavy rare earths.

The broker highlights that Lynas is well-placed to benefit from a favourable policy backdrop for Western producers. It adds:

Lynas’ status as the largest producer of rare earth oxides outside China positions the company to benefit from the favourable policy backdrop for Western producers amidst efforts to onshore critical minerals supply chains. This was evidenced in 2022 when Lynas was awarded a US$120m grant from the U.S. Department of War to develop a heavy rare earths (HRE) separation facility in Texas, although the ultimate development of the project remains uncertain.

Canaccord Genuity’s view

Wilsons highlights that its research partner, Canaccord Genuity, has a positive view of the stock.

The broker currently rates Lynas shares as a buy with a $22.00 price target. Based on its current share price, this implies potential upside of approximately 12% for investors over the next 12 months.

Canaccord Genuity commented:

Sector leader with immediate exposure to pricing rally and potential upside from downstream integration into magnets. Possible beneficiary of Australian Critical Minerals Reserve floor pricing.

Overall, this could make it worth considering the miner if you are looking for exposure to this side of the resources sector.

The post Buy, hold, sell: What this leading broker is saying about Lynas shares 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 recommended Lynas Rare Earths Ltd. 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.

Brent crude oil prices have surged above US$112 per barrel, rising more than 4% in a single session and approximately 55% over the past month.

The increase comes as global supply tightens and disruption risks return across key oil-producing regions, namely the Middle East.

Australia relies heavily on imported fuel

Australia produces oil, but imports most of its refined fuel. Over the past two decades, domestic refining capacity has declined, with much of the country’s petrol and diesel now sourced from Asian refineries.

This has increased reliance on global supply chains, with limited domestic refining to fall back on.

As a result, domestic fuel prices closely track global benchmarks such as Brent crude, with changes flowing through quickly.

Geography adds another layer of risk

Australia’s location adds to the challenge. Fuel has to be shipped long distances before reaching domestic terminals and retail networks, which increases both costs and time.

Delays in shipping, tighter freight capacity, and congestion at key routes can all push costs higher.

The distribution task does not end once it reaches the coast. Fuel still needs to be transported across a large and sparsely populated country, adding further pressure to the system.

These factors mean supply disruptions can take longer to work through locally, with a more noticeable impact on prices.

Prices sit mid-range globally

On a global scale, Australia’s fuel prices sit around the middle range of developed markets. While they are generally lower than in some parts of Europe, prices are higher than in the United States, where domestic supply is stronger.

Even so, changes in crude oil prices still show up quickly at the pump.

Recent data shows domestic prices rising sharply over a short period, tracking moves in global markets. The pace of these increases is what really stands out most.

A market shaped by external forces

Australia’s fuel market is largely shaped by global conditions rather than domestic supply. This leaves it more exposed to swings in international markets, especially during periods of geopolitical tension.

With Brent crude now above US$112, recent price moves show how quickly global shifts can feed into local fuel costs.

These same conditions are also reflected in the share prices of energy producers such as Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO). Their performance is closely tied to movements in global oil markets.

Australia’s reliance on imports means that global disruptions will always have a more direct impact than other countries.

The post Brent crude hits US$112. Here’s why Australia is more exposed than most 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 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.

Titan Minerals Ltd (ASX: TTM) this week released a 25% resource upgrade for its Dynasty Gold Project in Southern Ecuador, with the team at Canaccord Genuity saying they continue to expect big things from the company.

Canaccord has reaffirmed its bullish price target for the company, which we’ll get to shortly.

Firstly, let’s look at what was announced.

More gold discovered

Titan said in a statement to the ASX this week that the mineral resource estimate across the Dynasty Gold Project now stood at 3.9 million ounces of gold and 26.1 million ounces of silver, up 780,000 ounces and 4.1 million ounces respectively.

The company said the mineralisation across all of its deposits remained open, with drilling set to start in the next week to assess how far the mineralisation extends.

Titan said 47% of the mineralisation at the Cerro Verde deposit was in the top 100m and 76% in the top 200m.

Titan Chief Executive Officer Melanie Leight said regarding the results:

We are very pleased to have delivered substantial growth at the Dynasty Gold Project, with an increase of 25% in contained gold ounces from the previous July 2023 mineral resource estimate. The mineral resource estimate update comes after 12 months and about 22,400m of targeted resource expansion drilling, with a discovery cost of US$6.30 per ounce, which is an impressive result and a credit to our dedicated geology team in Ecuador. Titan’s geology team have been busy finalising a 30,000m drilling campaign to target continued resource growth and conversion. We look forward to the drill rigs kicking off again next week, with the geology team excited to test several compelling epithermal and porphyry targets that have never been drilled.

Shares looking cheap

The Canaccord team said in their research note issued this week that they had modelled their assumptions on the “indicated” category of mineral resource confidence, which did not change much in the update.

They said regarding the update:

Our price target remains $1.95, and we maintain our SPEC BUY rating. Our valuation is preliminary in nature and should be viewed as a what if case, given no formal mining studies have been published. Titan will now undertake scoping studies for Dynasty, the outcomes of which may be released to market late in 2026. However, given almost 70% of the resource is Inferred, we feel further resource conversion is required prior to Titan satisfying the ASX requirements to publish a mining study. As such, Titan will soon undertake a 30,000m resource conversion program.

Titan shares are currently changing hands for 86 cents. The company is valued at $277.4 million.

The post This ASX gold explorer could more than double 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 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 team at Bell Potter has been making some changes to its core portfolio.

The broker highlights that the Bell Potter Australian Equity Core Portfolio aims to highlight attractive investment opportunities within the Australian share market.

It has a focus on paying the right price for high-quality ASX shares that can deliver long-term growth.

Let’s see which ASX 200 shares are among its biggest holdings in the portfolio.

Which ASX 200 shares feature in the core portfolio?

Bell Potter’s top five holdings in its core portfolio (in order) are ANZ Group Holdings Ltd (ASX: ANZ), WiseTech Global Ltd (ASX: WTC), News Corporation (ASX: NWS), Netwealth Group Ltd (ASX: NWL), and Capricorn Metals Ltd (ASX: CMM).

Commenting on its largest holding, ANZ, the broker said:

ANZ is our key pick amongst the banks and rises to 7.5% from 5.0%. CBA (6.0%), NAB (3.0%) and WBC (3.0%) remain underweight relative to index, but the aggregate bank exposure is now higher than it was. We are not calling for a wholesale rotation into banks, but we are recognising that in a firmer rate backdrop the earnings path is supported by higher-for-longer rates deserve more capital than we were giving them.

While the earnings backdrop is more positive, it still does not justify the valuations across the majors and this drives our underweight call. […] ANZ offers the best value in the majors, with cost control and a strong capital position.

The broker also revealed that it is sticking with WiseTech Global despite the selloff caused by AI disruption concerns. Bell Potter believes it is an adapter to AI and will not be displaced. It said:

We remain actively exposed to stocks we think will continue to do well, but we are reducing static weights as the AI trade has driven the benchmark weighting of these companies lower, and AI fears will continue to cap valuation multiples in the short-term.

The stocks we hold are (relative to other tech peers) defensible, have embedded workflows, proprietary data or measurable productivity benefits supporting the earnings path. We keep WiseTech at a lower weight of 3.5% from 4.5% (remains one of our key active positions in the portfolio), reflecting that while valuation and market sensitivity matter, the company remains on the right side of the adapter versus displaced divide.

The post Bell Potter’s top ASX 200 holdings revealed appeared first on The Motley Fool Australia.

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

The analyst team at Canaccord Genuity have had a look at some of the up-and-comers in the gold sector and has singled out two that they believe could more than double in value.

Let’s see what they like.

Gorilla Gold Mines Ltd (ASX: GG8)

This company just this week released results from step out drilling at its Mulwarrie project site, which the Canaccord team said were “highly encouraging”.

The company itself said the first holes from the new drilling “highlight significant resource growth potential”.

Results included 3.4m at 9 grams per tonne of gold from a depth of 376.9m and 0.7m at 24.8 grams per tonne of gold at a depth of 110.3m.

Gorilla Chief Executive Officer Charles Hughes said regarding the results:

The Mulwarrie Project remains significantly under-explored, and these exciting step-out drilling results demonstrate the scale of the opportunity ahead of us. Intersecting high-grade gold more than 700 metres beyond the existing resource boundary highlights the potential to materially expand the Mulwarrie Mineral Resource through continued drilling in 2026.

The company currently has a mineral resource estimate of 350,000 ounces of gold at a grade of 3.6 grams per tonne.

The Canaccord team said the new results “position Mulwarrie as a rapidly emerging, district-scale gold system with strong potential for multi-million-ounce growth”.

They added:

Prior to today, our thoughts were that over time, Mulwarrie could grow to over 1.5 million ounces. We still maintain this and are excited by both the step-out drilling and also the earlier stage geochemistry work announced today.

Canaccord has a price target of $1 per share on Gorilla shares compared with the current price of 35 cents.

Turaco Gold Ltd (ASX: TCG)

This company has also had recent news, upgrading the gold resource estimate at its Afema Project to 4.65 million ounces, up 15%, at a grade of 1.3 grams per tonne.

Canaccord said this represents a sustained growth rate of about 100,000 ounces per month.

They added:

Since the maiden resource about 18 months ago, Afema has grown by more than two million ounces, underscoring its emergence as a rapidly scaling West African gold system that sits among the largest and most advanced West African deposits on the ASX.

The Canaccord team noted that “several mineralised trends” did not make it into the new resource update, “providing clear upside ahead of further updates planned in 2026”.

Canaccord has a price target of $1.45 on Turaco shares compared with 61.5 cents currently.

The post Two ASX gold companies which could more than double in value, according to Canaccord Genuity appeared first on The Motley Fool Australia.

More reading

• 3 ASX mining shares tipped to double in a year

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

Natural gas prices rose overnight, with the US benchmark up almost 6% to around US$3.23 per MMBtu.

This follows a volatile period for gas markets and shows how quickly sentiment can shift amid the return of geopolitical risks and supply concerns.

Middle East tensions drive price rebound

Gas prices moved higher as tensions increased across key energy-producing regions in the Middle East.

Recent reports point to strikes on important infrastructure linked to Iran and Qatar, including activity near Ras Laffan Industrial City. This site is important because it supports the world’s largest LNG export operations.

There have also been developments regarding Iran’s South Pars gas field, one of the world’s largest gas reserves. On top of that, shipping through the Strait of Hormuz has been disrupted, affecting vessel traffic.

The Middle East is a major supplier of LNG, so any disruption to production or shipping can tighten supply and push prices higher.

Storage data adds to the price move

Alongside geopolitical risks, recent US inventory data has also influenced the market.

The US Energy Information Administration reported a storage withdrawal of 38 billion cubic feet in the latest week. This was below expectations of around 42 billion cubic feet.

Even though the draw was smaller than expected, prices still moved higher as supply concerns remained in focus.

Storage levels are relatively comfortable, and US production continues to run near record levels.

Flow-on impact for ASX energy stocks

Rising natural gas prices can affect Australian energy companies, particularly those exposed to electricity generation and wholesale energy markets.

Origin Energy Ltd (ASX: ORG) shares are currently trading around $11.81, giving the company a market capitalisation of approximately $20.35 billion. Origin has direct exposure to gas through its generation portfolio and LNG-linked operations.

On the other hand, AGL Energy Ltd (ASX: AGL) shares are trading near $9.27, with a market capitalisation of about $6.24 billion. AGL remains one of Australia’s largest electricity generators and retailers, with gas playing a key role in its energy mix.

A market driven by risk and volatility

Despite the recent move, natural gas prices remain extremely volatile.

On a monthly basis, natural gas is still up around 8.5%, but it remains down roughly 18.5% over the past year. This highlights ongoing swings in supply, demand, and global risk.

Global energy markets are also adjusting to shifting trade flows. Disruptions to LNG supply, combined with demand from Asia and Europe, continue to influence pricing.

Investors should keep a close eye on global developments and gas price movements.

The post Natural gas jumps 6% overnight. Which ASX gas giants stand to benefit? 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 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.

With interest rates rising, income investors may be wondering whether ASX dividend shares can still compete.

While term deposits and savings accounts are offering improved returns, there are still a number of listed companies providing generous dividend yields along with the potential for capital growth.

Here are two ASX dividend shares that are currently rated as buys by brokers and offer forecast yields above 5%.

Dexus Industria REIT (ASX: DXI)

The first ASX dividend share that could be worth considering is Dexus Industria REIT.

This real estate investment trust focuses on industrial properties, including warehouses and logistics facilities located in key urban markets. These assets are closely tied to supply chains and ecommerce activity, which has supported strong demand in recent years.

The trust benefits from a diversified tenant base with high occupancy, providing relatively stable rental income. For example, last month, it reported an occupancy rate of 99.7% and a weighted average lease expiry of 5.3 years.

In addition, with around 87% of income subject to fixed rental increases, this can support distribution growth over time.

Speaking of which, the team at Bell Potter is bullish on the company and expects dividends per share of 16.6 cents in FY 2026 and then 16.8 cents in FY 2027. Based on its current share price of $2.40, this would mean dividend yields of 6.9% and 7%, respectively.

The broker has a buy rating and $3.00 price target on Dexus Industria shares.

Transurban Group (ASX: TCL)

Another ASX dividend share that could appeal to income investors is Transurban Group.

The company owns and operates major toll roads across Australia and North America, generating revenue from millions of daily vehicle trips.

What makes this business particularly attractive is the long-term nature of its assets. Many of its toll road concessions run for decades, providing strong visibility over future cash flows.

In addition, toll prices on many of its roads increase annually, often linked to inflation. Combined with traffic volumes continuing to grow from population growth and urbanisation, the company’s long-term outlook remains very positive.

With respect to income, the team at Citi is forecasting dividends of 69.5 cents per share in FY 2026 and then 74.5 cents per share in FY 2027. Based on its current share price of $13.90, this would mean dividend yields of 5% and 5.35%, respectively.

Citi currently has a buy rating and $16.10 price target on Transurban shares.

The post 2 ASX dividend shares with 5%+ yields and buy ratings appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. 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 Transurban Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.