Category: Stock Market

The GemLife Communities Group (ASX: GLF) share price is in focus today after the company posted its 1H26 results, exceeding its Prospectus forecasts, with revenue climbing 86% and underlying NPAT up 102% on the prior year.

What did GemLife report?

• Revenue of $195.1 million, up 86% on 1H25 Pro Forma and 36% ahead of Prospectus forecasts
• EBIT of $68.3 million, up 89% on 1H25 and 36% above forecast
• Underlying NPAT of $58.5 million, up 102% on 1H25 and 27% above forecast
• Statutory NPAT of $53.3 million, an increase of 59% on 1H25
• Inaugural annual distribution of 1.1 cents per security declared
• Gearing at 32.3%, within target range

What else do investors need to know?

GemLife delivered 208 home settlements in the half, up 75% on 1H25 and 16 above its Prospectus target. Average sale prices jumped 10% to $876,000, reflecting increased demand and more premium home sales. At 30 June, 52 further homes had been completed and sold, awaiting settlement in 2H26.

The company’s development pipeline is strengthening, with 292 homes under contract and 78 additional expressions of interest, giving a total pipeline of 370 homes. GemLife also secured approvals for 593 more homes at three sites during the half, including its first South Australian community.

What did GemLife management say?

Founder, Managing Director and Group CEO Adrian Puljich said:

GemLife is pleased to have delivered a strong 1H26 result, exceeding our final Prospectus forecast period across key financial and operational metrics. This performance reflects our continued focus on product mix optimisation and execution, supporting both average sale prices and build margins, which have remained within our 47-52% target range for the eighth consecutive year. We believe this performance is underpinned by GemLife’s premium market positioning and the efficiencies and cost savings generated through our vertically integrated business model, which has been refined over more than 40 years

GemLife now has a portfolio of 33 communities comprising 10,452 homes, providing clear visibility over future development activity in a sector supported by favourable demographic trends.

At GemLife, our focus remains on innovative and disciplined development execution through our fully vertically integrated platform, yielding greater capital velocity and sustained earnings growth. We are committed to delivering thoughtfully designed communities for our homeowners while generating long-term value for securityholders.

What’s next for GemLife?

GemLife has upgraded its FY26 underlying EPS guidance to 30.0–31.0 cents, up from 28.5–30.0 cents previously. This implies growth of 27% to 31% over FY25, reflecting management’s confidence in continued strong demand and the group’s substantial pipeline.

Looking ahead, GemLife will continue focusing on its vertically integrated model and innovative community development. With more than 3,000 lots in development across 13 sites, the group is well-placed for growth in Australia’s land lease community sector.

GemLife share price snapshot

Over the past 12 months, Gemlife shares have risen 9%, outpacing the All Ordinaries Index (ASX: XAO).

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The post GemLife beats forecasts and upgrades FY26 guidance appeared first on The Motley Fool Australia.

More reading

• Ampol profit and dividend surge in first-half 2026 results
• 1 ASX dividend stock down 35% I’d buy right now
• Alkane Resources discovers new high-grade gold zone at Costerfield
• L1 Gold Fund posts debut FY26 result and capital raise update
• Ventia Services Group delivers higher profit and fully-franked dividend in HY26

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

Ampol Ltd (ASX:ALD) share price has been in focus after the company delivered a strong first half for 2026, with a 245% jump in RCOP EBIT to $1,392 million and the interim dividend more than quadrupling to 185 cents per share.

What did Ampol Ltd report?

• Group RCOP EBITDA (excluding Significant Items) rose to $1,637 million, up 152% on 1H 2025
• RCOP Net Profit After Tax (NPAT) (excluding Significant Items) surged to $857 million, up 376%
• Statutory NPAT at $1,363 million, compared to a loss of $25 million last year
• Fully franked interim dividend of 185 cents per share, more than four times the prior year
• EG Australia acquisition completed, supporting retail growth strategy

What else do investors need to know?

Ampol’s strong result was delivered despite global market disruptions from conflict in the Middle East, with reliable supply chains and trading capabilities helping to capture opportunities across its operations. Notably, its refinery performance improved, with Lytton Refiner Margin per barrel reaching a robust US$28.26 and total production up 8.7%.

The company’s Energy Solutions division continued to progress, narrowing losses and increasing public EV charging network bays to 356 across Australia. Ampol also reported sturdy balance sheet metrics, even after settling the EG Australia acquisition, with committed liquidity facilities of $5.8 billion and leverage at 1.8 times.

What did Ampol Ltd management say?

Matt Halliday, Managing Director and CEO, commented:

The first half of 2026 was marked by the Middle East conflict and the consequential impact on the flow of oil and refined products around the world, including Australia and New Zealand which were not immune. Against that backdrop, Ampol’s primary focus was to secure fuel and minimise the impact to our customers. I could not be more proud of the resilience of our business and the capabilities our people demonstrated during this period.

What’s next for Ampol Ltd?

Ampol is expecting ongoing volatility in oil markets due to geopolitical uncertainty, but its physical supply arrangements and recent acquisition of EG Australia are expected to underpin growth. Management is confident in delivering between $65 million and $80 million of annual cost synergies from EG Australia within two years.

The outlook for the second half also includes continued benefits from strong refinery margins, contribution from newly acquired assets, and ongoing investment in the Lytton Ultra Low Sulfur Fuels Project, which is on track to start up later in 2026.

Ampol share price snapshot

The Ampol share price has outperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of 34%, supported by strong earnings momentum and resilient refining operations.

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The post Ampol profit and dividend surge in first-half 2026 results appeared first on The Motley Fool Australia.

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• 2 ASX blue-chip shares experts rate as compelling
• Ampol Ltd delivers huge earnings jump as supply chain supports profit growth
• ASX 200 energy shares rise 6% as reignited US-Iran conflict continues

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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

I think one of the best times to invest in a leading ASX dividend stock is when the business has fallen significantly. That’s because of the compelling dividend yield that it can unlock. The business WAM Microcap Ltd (ASX: WMI) is one of the leading dividend picks out there, in my view.

When a share price falls, it delivers a similar boost to the yield. For example, if an investment has a 5% dividend yield and the share price falls 10%, then the yield becomes 5.5%.

I believe WAM Microcap is a compelling investment today because it’s down 35% since October 2021 and 22% from October 2025.

Let’s get into why it’s a compelling buy today for passive income.

Exciting investment strategy

This business is a listed investment company (LIC). WAM Microcap aims to give investors exposure to a portfolio of undervalued ASX microcap shares (the majority of which are growth companies), with a market capitalisation of less than $300 million at the time of acquisition.

WAM Microcap can also provide exposure to “relative value arbitrage and market mispricing opportunities”.

The ASX dividend stock’s main sector focus is industrial shares, which gives it a large hunting ground, though at the end of July 2026 it also had a portfolio double-digit exposure to consumer discretionary, financials and IT stocks.

Investing in small-cap stocks can deliver strong returns because they are earlier in their growth journeys than blue-chip stocks. These businesses are often under-researched by analysts and, as a result, can be mispriced.

Since inception in June 2017, its portfolio has returned an average of 13.1% per year (before fees, expenses and taxes), doubling the return of its benchmark in that time.

Large dividend yield

One of the benefits of the LIC structure is that it enables the investment returns to be turned into a smoothed dividend. Excellent returns in one year can be accumulated to help pay for the dividend in a weak year.

The ASX dividend stock recently announced its FY26 annual dividend. It represents a very large annual dividend yield, which is a pleasing way to receive returns.

In FY26, its annual payout of 10.7 cents per share equates to a grossed-up dividend yield of 10.75%, including franking credits.

Rising payouts

Perhaps what’s even more important to me is that WAM Microcap has provided a very reliable dividend over the years.

It started paying a dividend in FY18, and that dividend has grown every year since then, aside from FY24, when it was maintained. The FY26 payout was only increased by 1%, but when you’re talking about a double-digit dividend yield already, any increase is pleasing.

I think this is a great time to invest in the ASX dividend stock for passive income.

The post 1 ASX dividend stock down 35% I’d buy right now appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Wam Microcap. 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 Alkane Resources Ltd (ASX: ALK) share price is in focus after the company announced the discovery of a new high-grade gold and antimony domain at its Costerfield site, alongside impressive drilling results from the Sub-KC area with gold grades reaching up to 580.9 grams per tonne.

What did Alkane Resources report?

• 23 new diamond drill holes in the Cuffley infill area revealed a new pod of high-grade gold and antimony.
• Significant intercepts at Cuffley included 580.9g/t gold and 24% antimony over 0.61m, and 168.9g/t gold and 33.5% antimony over 0.9m.
• 17 additional holes targeted the Sub-KC domain, with notable results such as 192g/t gold over 0.17m and 73.2g/t gold over 0.19m.
• The new Cuffley pod is accessible from existing mine infrastructure and will be integrated into the mine schedule.
• Further drilling at depth explored structural repetitions and growth potential at Sub-KC.

What else do investors need to know?

This new high-grade discovery sits in an area previously believed to be low-grade due to a crosscutting fault, emphasising the value of challenging established geological models. The Cuffley pod’s ease of access from current mine workings means it can be quickly added to production plans.

Additional intercepts in the Sub-KC system point to continued prospectivity, with target-testing holes beginning to test for further ‘repeats’ of the structural setup that hosts gold and antimony mineralisation.

What did Alkane Resources management say?

Alkane Resources’ CEO, Nic Earner, commented:

This discovery of unmined high-grade material directly adjacent one of Costerfield’s top-shelf historical orebodies showcases the importance of Alkane’s directive of revisiting and challenging old models and preconceptions surrounding mineralisation to extract value. We will continue seeking this new mineralisation alongside generating new targets within our leases.

What’s next for Alkane Resources?

The newly identified Cuffley pod will be incorporated into the Costerfield mine plan and is scheduled for production. Alkane sees significant growth potential in the Sub-KC domain, though further drilling will likely require surface-based programs or later mine development to reach optimal angles.

Ongoing exploration across the company’s Australian and Swedish assets continues to expand resources, supporting Alkane’s growth strategy as a mid-tier gold and antimony producer.

Alkane Resources share price snapshot

It has been a strong 12 months for the Alkane Resources share price. During this time, the gold miner’s shares have outperformed the S&P/ASX 200 index (ASX: XJO) with a gain of over 80%.

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The post Alkane Resources discovers new high-grade gold zone at Costerfield appeared first on The Motley Fool Australia.

More reading

• Alkane Resources declares maiden dividend and $50m share buy-back after strong FY26

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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The L1 Gold Fund Ltd (ASX: LGF) share price came into focus today after the company released its inaugural FY26 results.

What did L1 Gold Fund report?

• Loss after income tax: $71.1 million (first reporting period since IPO)
• Total investment losses: $92.5 million
• Portfolio net return: -10.90% (April to June 2026)
• No dividends declared or paid during the period
• Net tangible asset backing per share (post-tax): $1.8482
• Basic and diluted loss per share: 14.97 cents

What else do investors need to know?

L1 Gold Fund officially listed on the ASX in April 2026, raising $950 million in its IPO. The first reporting period coincided with a sharp 17% decline in the gold price, driven by geopolitical tensions, shifting interest rates, and heavy defensive selling.

Despite a challenging debut, the Investment Manager used active stock selection and hedging strategies, such as a physical gold short position, to cushion portfolio performance relative to sector declines. Management capitalised on the sector sell-off by adding high-conviction, mid-cap gold producers and late-stage developers to the portfolio.

On 24 August 2026, the company announced a capital raising comprising a non-underwritten placement of up to $160 million and a 1-for-3 non-renounceable entitlement offer at $2.25 per share. This offer remains open, with completion pending further updates.

What did L1 Gold Fund management say?

Chairman Andrew Larke said:

In an exceptionally volatile environment for gold and mining equities, our portfolio return of -10.90% compared to a decline of nearly 20% for the sector reflects the resilience of our investment strategy. While the initial period of performance is disappointing, we remain confident in the long-term opportunity for quality gold equities. We thank shareholders for their ongoing support and patience.

What’s next for L1 Gold Fund?

The company’s investment manager remains optimistic about the longer-term case for gold and quality gold equities, with ongoing central bank buying and elevated geopolitical risks expected to support the gold price. The current capital raise is aimed at expanding the portfolio to capture what management views as compelling valuations across mid-cap producers and late-stage developers.

L1 Gold Fund plans to maintain its focus on strong research, portfolio discipline, and active risk management to navigate further market volatility. The next Annual General Meeting will be held on 10 November 2026.

L1 Gold Fund share price snapshot

Over the past 12 months, L1 Gold Fund shares have risen 19%, outperforming the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post L1 Gold Fund posts debut FY26 result and capital raise update appeared first on The Motley Fool Australia.

More reading

• GemLife beats forecasts and upgrades FY26 guidance
• Ampol profit and dividend surge in first-half 2026 results
• 1 ASX dividend stock down 35% I’d buy right now
• Alkane Resources discovers new high-grade gold zone at Costerfield
• Ventia Services Group delivers higher profit and fully-franked dividend in HY26

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

The Ventia Services Group Ltd (ASX: VNT) share price is in focus today after the company delivered higher profits and margins, with NPATA up 7.4% to $128.2 million, and an increased, now fully-franked, interim dividend.

What did Ventia Services Group Ltd report?

• NPATA rose 7.4% to $128.2 million
• EBITDA up 8.2% to $273.3 million; margin improved to 9.4%
• Revenue declined 4.7% to $2.9 billion
• Work in Hand increased 2.5% to $21.1 billion
• Operating cash flow conversion of 93.8%
• Interim dividend up 9.8% to 11.76 cents per share, now 100% franked
• On-market buyback program upsized to $300 million

What else do investors need to know?

Ventia saw growth in three of its four key sectors, despite a one-off contract change reducing Defence revenue. The company secured seven significant contract wins and renewals, together worth $1.6 billion, improving future revenue visibility.

Safety and sustainability remain priorities for Ventia, with a 17% improvement in Total Recordable Injury Frequency Rate since HY22 and a 27.2% reduction in Scope 1 and 2 emissions from the 2021 baseline. The ongoing share buyback has so far returned $185.8 million to shareholders and has now been upsized further.

What did Ventia Services Group Ltd management say?

Managing Director and Group Chief Executive Officer Dean Banks said:

Ventia delivered resilient performance in HY26, achieving margin expansion and earnings growth despite lower revenue growth in Defence. This reflects our focus on productivity and a proactive focus on continuous improvement across our portfolio.

“During the half, we secured seven material contracts worth $1.6 billion and achieved an exceptional 98% customer renewal rate, underscoring the strength of our customer relationships…The increase in dividend franking from 90% to 100% fully franked is sustainable and further enhances returns to shareholders and reflects the strength of our balance sheet and cash generation.

What’s next for Ventia Services Group Ltd?

The board and management offered a confident outlook, reaffirming underlying NPATA guidance for FY26 of 7–10% growth versus FY25. Ventia will continue focusing on essential infrastructure services and growth in areas like Defence, Digital Infrastructure, Energy, and Water, balancing sustainable shareholder returns with strategic investments.

There will be a management transition, with Mark Ralston set to step in as CEO from 1 September 2026 following Dean Banks’ resignation.

Ventia Services Group Ltd share price snapshot

The Ventia Services share price has underperformed the S&P/ASX 200 index (ASX: VNT) slightly with a modest gain of almost 1% over the past 12 months.

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The post Ventia Services Group delivers higher profit and fully-franked dividend in HY26 appeared first on The Motley Fool Australia.

More reading

• Ventia wins $160 million Victorian ITS contracts, boosting infrastructure services

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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Reece Ltd (ASX: REH) share price is in focus after full-year FY26 sales revenue rose 4.5% to $9.38 billion, but net profit slipped 2.8% to $308 million.

What did Reece Ltd report?

• Sales revenue up 4.5% to $9,378 million
• EBITDA flat at $901 million
• EBIT down 2.6% to $534 million
• Net profit after tax (NPAT) down 2.8% to $308 million
• Final dividend of 13.40 cents per share, fully franked
• Return on capital up five basis points to 11.9%

What else do investors need to know?

Reece’s Australian and New Zealand business delivered renewed momentum, with sales up 8.3% to $4.2 billion thanks to recovering volumes and investment in team capability. This was partly offset by softer conditions in the US, where ongoing weakness in residential new construction pressured growth despite a network expansion to 25 new branches.

Investors should note net debt increased to $744 million, mainly due to continued network growth and share buyback funding. However, the company’s net leverage ratio remains conservative at 1.0x. Group capital expenditure was $174 million, supporting organic growth and digital transformation.

What did Reece Ltd management say?

Peter Wilson, Chairman & CEO, said:

FY26 was a year of improved momentum in our ANZ business as volumes recovered, while a weak residential housing market saw softer growth in the US. Throughout the year we focused on delivering our customer promise, progressing our innovation agenda and building out digital capabilities – all of which help us continue building a stronger business.

What’s next for Reece Ltd?

In FY27, Reece expects continued momentum in Australia and New Zealand, supported by a strong project pipeline. In the US, the outlook is more subdued as residential construction remains a tough market, while the non-residential sector has been more stable.

Interest rate sensitivity and housing affordability pressures may create ongoing challenges, but management is optimistic about the long-term market fundamentals and the group’s ability to lead on innovation, digital initiatives, and branch expansion.

Reece share price snapshot

The Reece share price has been among the best performers on the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a gain of around 40%.

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The post Reece FY26 earnings: Revenue up, profit edges lower appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: SGH, Reece, Genesis Minerals shares

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. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Two major names in the consumer staples and discretionary sectors released full-year results late last week. 

Inghams Group Ltd (ASX: ING), which supplies poultry products, notably to major Australian supermarkets Woolworths Group Ltd (ASX: WOW) and Coles Group Ltd (ASX: COL), and quick-service restaurants including McDonald’s and KFC, saw its share price sink 7% on Friday. 

On the positive side, fast/casual franchise Guzman y Gomez Ltd (ASX: GYG) shares soared over 11% following its full-year announcement. 

Full results can be found here: 

• Inghams full-year results
• GYG full-year results

Following these results, the team at Bell Potter released updated guidance on both Inghams and GYG shares. 

Here is what the broker had to say. 

Inghams results in line with guidance 

Bell Potter said the company reported a FY26 underlying EBITDAL broadly in line with expectations and guidance at $186.4 million. 

However, Bell Potter sees pressure from wholesale and grain, with FY27 guidance of $190 to $220 million EBITDAL coming in below its $213.5 million estimate and broadly in line with consensus. 

The outlook assumes 2.5-4% volume growth, 4-5% general cost inflation excluding feed, and a further $40–50m increase in feed costs, highlighting ongoing cost pressures that are expected to constrain earnings growth in FY27.

Looking ahead, the broker sees little upside for Inghams shares over the next 12 months. 

The broker has a gold recommendation and $2.10 price target. 

Inghams shares closed last week trading at $2.06. 

GYG shares fairly priced

Bell Potter saw GYG’s FY26 result as broadly in line with expectations, with comparable sales growth of 5.3% and Australian underlying EBITDA of $85m, up 28.7% YoY and consistent with prior guidance. 

The key positive surprise was a much higher 48cps dividend, including a 14.4cps special dividend, supported by the exit from loss-making US operations, a lower share count following the buyback and a higher earnings base. 

GYG added 35 net stores during the year, in line with Australian guidance. 

For FY27, management expects comparable sales growth to remain in the mid-single digits and EBITDA margins to improve from 6.2% to 6.7-6.9%, driven largely by the full-year contribution from recently opened restaurants. 

Looking ahead, Bell Potter sees GYG shares as fairly priced after Friday’s 11% gain. 

The broker has a hold recommendation and $27.30 price target on GYG shares. 

While we think GYG is a clear leader in the QSR space after displaying strong comp sales growth, margin expansion, and further network growth opportunities, we see near-term cost headwinds and a consumer slow-down as a risk to FY27 guidance and view the current multiple as fairly valued. While we increase our PT ~11%, it is only a modest premium to the share price, so we downgrade to HOLD.

The post Are Inghams and GYG shares a buy, hold or sell following earnings results appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Monday
• Why I’d still buy Guzman Y Gomez shares after its big rise
• Everything you need to know about the Guzman Y Gomez dividend
• Why Guzman Y Gomez, Pro Medicus and James Hardie shares are turning heads on Friday
• Inghams Group FY26 earnings: volume growth, headwinds, and FY27 outlook

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 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 Aussie Broadband Ltd (ASX: ABB) share price is in focus after the company delivered a 19.6% jump in underlying EBITDA, reaching $165.3 million, and grew revenue by 9.2% to $1,295.4 million for FY26.

What did Aussie Broadband report?

• Underlying EBITDA of $165.3 million, up 19.6% on last year
• Revenue rose 9.2% to $1,295.4 million
• On-net broadband connections surpassed 1.11 million, up 41%
• Operating cash flow increased 42.5% to $167.2 million
• Fully franked final dividend of 3.6 cents per share, total FY26 dividend 6.0 cents (up 50%)
• Underlying NPAT rose 41.8% to $52.4 million

What else do investors need to know?

Aussie Broadband repositioned its portfolio with several strategic moves, including completing the acquisition of AGL Telco and Nexgen, and finalising the migration of More and Tangerine connections. These deals have expanded the company’s customer base and capabilities, strengthening its platform for future growth.

The company also completed divestments of Buddy Telco and Digital Sense, sharpening its focus on core telecommunications services. Its net leverage ratio fell to 0.9x, providing flexibility for ongoing investment or acquisitions. Aussie Broadband has also launched a share buyback of up to $115 million, highlighting confidence in its financial position.

Growth in mobile services continued, with a 22% boost in mobile connections and the launch of new features like international roaming and eSIM. The outlook remains positive, as the company maintained customer retention despite intense competition and recent price increases.

What did Aussie Broadband management say?

Group CEO Brian Maher said:

FY26 was a defining year for Aussie Broadband. Our premium telco offering continued to attract customers and partners, delivering organic connections growth, strategic customer wins and strong financial performance despite a competitive market backdrop. We grew revenue while improving operating leverage, resulting in EBITDA margin expansion and accelerated earnings growth… The migration of More and Tangerine connections and the acquisitions of AGL Telco and Nexgen have increased our scale, broadened our customer base and enhanced our ability to meet the evolving needs of customers across all segments.

What’s next for Aussie Broadband?

Looking ahead, Aussie Broadband expects to deliver underlying EBITDA between $205 million and $215 million in FY27—growth of 24% to 30%. The company’s focus now moves from acquisitions to unlocking benefits from its enhanced scale and broader customer acquisition channels.

Continued momentum is anticipated, with the migration of AGL Telco services on track to complete in the second quarter of FY27. Capex for FY27 is forecast between $60 million and $65 million, as the company invests to support future organic and inorganic growth.

Aussie Broadband share price snapshot

Over the past 12 months, Aussie Broadband shares have declined 6%, trailing the All Ordinaries Index (ASX: XAO), which is flat over the same period.

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The post Aussie Broadband FY26 earnings: double-digit growth and new acquisitions appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: Aussie Broadband, James Hardie, Macquarie shares

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

The Bendigo and Adelaide Bank Ltd (ASX: BEN) share price could be on the move as the bank delivered cash earnings of $530.2 million for FY26, up 3.0%, with a fully franked final dividend of 33 cents per share.

What did Bendigo and Adelaide Bank report?

• Cash earnings up 3.0% to $530.2 million for the year
• Statutory net profit after tax of $375.1 million
• Fully franked final dividend of 33 cents per share
• Net Interest Margin rose to 1.98% in the second half
• Lending balances increased 3.5% in the second half; total lending up 1.5% over the year
• Business and Agribusiness lending up 8.8%; residential lending down slightly

What else do investors need to know?

The bank advanced its digital transformation, rolling out in-app customer onboarding and extending its Bendigo Lending Platform to all branches. Nearly half of digitally eligible customers now join via the app, while 80% of home loans are written through the lending platform. Partnerships with Infosys and Genpact support phase two of the productivity program, with restructuring costs recognised and further savings targeted from FY28.

Bendigo and Adelaide Bank is also growing in Queensland, with the acquisition of RACQ Bank’s loan and deposit books expected to complete in the first half of FY27. Risk management remains in focus, with a new multi-year program and a $70 million provision to support uplift in non-financial risk management included in FY26 results.

What did Bendigo and Adelaide Bank management say?

Bendigo and Adelaide Bank’s CEO, Richard Fennell, commented:

The full year result demonstrates our ongoing disciplined approach to driving quality deposit growth and delivery against our strategic agenda. Our earnings have again improved over the half, benefiting from the continued growth in lower cost deposits driving higher margin… The Bank has regained lending momentum following a return to growth in our residential lending book through the second half. We remain committed to delivering improved returns to shareholders and are focused on delivering our target of an ROE above 10% by 2030.

What’s next for Bendigo and Adelaide Bank?

Looking ahead, management aims to keep investing in productivity, technology, and risk management, leveraging new digital initiatives and partnerships. The integration of the RACQ Bank business is expected to enhance the bank’s scale, particularly in Queensland, while ongoing focus on deposit growth and lending momentum underpins future earnings.

While economic uncertainty and cost-of-living pressures may affect industry headwinds, Bendigo and Adelaide Bank continues targeting returns on equity above 10% by 2030, supported by ongoing transformation efforts.

Bendigo and Adelaide Bank share price snapshot

The Bendigo and Adelaide Bank share price has underperformed the S&P/ASX 200 index (ASX: XJO) over the past 12 months with a decline of 20%.

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The post Bendigo and Adelaide Bank FY26 earnings: profit lifts to $375.1 million, dividend steady 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 no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Bendigo And Adelaide Bank. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.