With most brokers taking a break over the Christmas and New Year holiday period, research notes are few and far between right now.

But don’t worry! Listed below are three recent broker buy recommendations that still have plenty of upside potential.

Here’s why brokers think these ASX shares are in the buy zone:

ResMed Inc. (ASX: RMD)

According to a note out of Ord Minnett, its analysts retained their buy rating and $48.80 price target on this sleep treatment disorder company’s shares. This followed the release of ResMed’s first quarter update which impressed the broker. Ord Minnett noted that its mask sales were strong and its focus on cost savings resulted in gross margin improvements ahead of consensus estimates. In response to the update, the broker increased its earnings per share estimates for FY 2026 and FY 2027. It now expects double-digit earnings per share growth for both years. And given ResMed’s growing cash balance, the broker highlights that ResMed has capital management optionality. The ResMed share price ended the week at $36.22.

TechnologyOne Ltd (ASX: TNE)

A note out of Morgan Stanley revealed that its analysts upgraded this enterprise software provider’s shares to an overweight rating with an increased price target of $36.50. This followed the release of the company’s full year results and a selloff that ensued. Although Morgan Stanley acknowledged that there was a slight slowdown in TechnologyOne’s growth outside the UK market, it continued to be highly profitable and generate significant free cash flow. As a result of this, its positive growth outlook, and defensive earnings, Morgan Stanley felt that an attractive entry point was created for investors. The TechnologyOne share price was fetching $28.56 at the Christmas break.

Xero Ltd (ASX: XRO)

Analysts at Macquarie retained their outperform rating on this cloud accounting platform provider’s shares with an increased price target of $230.30. According to the note, the broker was pleased with Xero’s performance in the first half of FY 2026. It highlighted that there was nothing in Xero’s result that breaks its thesis, despite what the market reaction to its release might have implied. In fact, Macquarie stated that it believes the US growth platform (Payments: Melio; Payroll: Gusto) is in place earlier than expected and management is executing. Overall, it feels that Xero has a great growth story that is on sale and only needing a catalyst. And at under 25x estimated FY 2027 earnings, the broker thinks that Xero shares are undervalued and sees scope for big returns over the next 12 months. The Xero share price ended the week at $112.78.

The post Top brokers name 3 ASX shares to buy next week appeared first on The Motley Fool Australia.

More reading

• 5 amazing ASX 200 shares I want Santa to bring me for Christmas
• What $100 invested in Australian shares each week starting this Christmas could become
• 3 incredible ASX 200 tech stocks for smart investors in 2026
• Prediction: Xero stock is going to double in 2026
• My 5 top stocks to buy in 2026

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

Are you wanting to supercharge your portfolio returns in 2026?

If you do, then it could be worth checking out the ASX 200 shares named below.

That’s because analysts have put buy ratings on them and are tipping potential upside of at least 30% over the next 12 months.

Here’s what they are recommending:

Flight Centre Travel Group Ltd (ASX: FLT)

The team at Morgans sees a lot of value in this travel agent giant’s shares. Particularly following the announcement of the acquisition of UK based online cruise agency Iglu.

It highlights that Iglu operates in a high growth and high margin segment of the travel industry. This bodes well for Flight Centre’s future growth. It said:

In our view, Iglu is a strategically sound acquisition for FLT’s Leisure business unit, given the cruise sector is a high growth and high margin segment within the travel industry. The acquisition multiple was reasonable for an online business and, importantly, is immediately EPS accretive.

FLT’s strong balance sheet can comfortably fund this acquisition and its capital management strategy. We have upgraded our forecasts to reflect the acquisition of Iglu. Despite recent share price appreciation, FLT’s fundamentals remain attractive and we retain a Buy recommendation with a new A$18.38 price target.

Morgans has a buy rating and $18.38 price target, which suggests that upside of 20% is possible from current levels.

WiseTech Global Ltd (ASX: WTC)

Bell Potter thinks that this beaten down ASX 200 tech share could be destined for a big rebound in 2026.

Especially with the broker expecting a significantly improved performance in the second half of FY 2026. It said:

WiseTech has also had a large pullback in its share price but this has been more driven by company specific issues like slowing growth in the core business, management and board upheaval and insider trading allegations against CEO and founder Richard White. These issues, however, are starting to subside and focus is returning to the outlook for the core business which is improving with the launch of new products, a new commercial model and the integration of a large acquisition (e2open).

These initiatives are all expected to help drive a much stronger 2HFY26 result relative to 1HFY26 and then the first full year of benefits will be evident in FY27. All of these changes/initiatives are not without risk and there is still some risk of a soft downgrade to revenue guidance in FY26 at the half year result but the 12-month outlook is positive in our view.

Bell Potter has a buy rating and $100.00 price target on its shares. This implies potential upside of 43% for investors over the next 12 months.

The post These ASX 200 shares could rise 20% to 40% appeared first on The Motley Fool Australia.

More reading

• 5 amazing ASX 200 shares I want Santa to bring me for Christmas
• Is WiseTech a buy, sell or hold in 2026?
• I think these ASX blue chips shares are primed for a major rebound in 2026
• 2 ASX 200 shares with massive upside potential according to brokers
• $5,000 to spare? I’d buy these 5 ASX 200 shares before the end of 2025

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 WiseTech Global. The Motley Fool Australia has positions in and has recommended WiseTech Global. The Motley Fool Australia has recommended Flight Centre Travel Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

For new investors, the hardest part of building wealth in the share market is often getting started. The fear of picking the wrong stock, buying at the wrong time, or needing to constantly monitor the market can be paralysing.

This is why exchange-traded funds (ETFs) are such a powerful tool for beginners. They provide instant diversification, low fees, and exposure to entire markets or themes in a single trade. With that in mind, here are five ASX ETFs that could form a strong foundation for beginner investors in 2026.

Vanguard Australian Shares ETF (ASX: VAS)

For most Australians, it makes sense to start close to home. The Vanguard Australian Shares ETF gives investors exposure to the largest companies listed on the ASX, spanning banks, miners, supermarkets, telcos, and healthcare leaders.

By owning this ASX ETF, beginners gain instant diversification across the Australian economy, as well as access to dividends that have historically grown over time. It is a simple, low-cost way to participate in the long-term growth of Australian businesses.

iShares S&P 500 ETF (ASX: IVV)

The iShares S&P 500 ETF offers exposure to the 500 largest listed stocks in the United States.

It is home to global leaders across technology, healthcare, consumer goods, and industrials. This includes Apple (NASDAQ: AAPL), Nvidia (NASDAQ: NVDA), and Walmart (NYSE: WMT).

For beginners, this fund provides an easy way to diversify internationally and gain exposure to stocks that drive much of global earnings growth.

Betashares Nasdaq 100 ETF (ASX: NDQ)

The Betashares Nasdaq 100 ETF adds a growth tilt to a beginner portfolio. It invests in 100 of the largest non-financial stocks that are listed on the Nasdaq exchange. Many of these are global giants and household names.

While the Betashares Nasdaq 100 ETF can be more volatile than broader market ETFs, it has historically delivered strong long-term returns. For younger investors or those with a long time horizon, this ASX ETF can play an important role in accelerating portfolio growth.

Betashares Global Robotics and Artificial Intelligence ETF (ASX: RBTZ)

For beginners who want exposure to the future, the Betashares Global Robotics and Artificial Intelligence ETF could be worth considering. It focuses on stocks that are leading the automation, robotics, and artificial intelligence revolution.

Rather than betting on a single AI stock, this ETF spreads risk across a global portfolio of businesses developing the hardware and software that power automation and intelligent systems. It offers thematic exposure while still maintaining diversification. It was recently recommended by analysts at Betashares.

Betashares Crypto Innovators ETF (ASX: CRYP)

Finally, the Betashares Crypto Innovators ETF is a higher-risk option, but one that can make sense as a small allocation for beginners with a long-term mindset.

Instead of holding cryptocurrencies directly, this ASX ETF invests in stocks that are building the infrastructure of the digital asset ecosystem. This includes exchanges, miners, and blockchain-focused businesses. For investors who believe digital assets will play a larger role in the global financial system, this fund provides a regulated and diversified entry point.

The post 5 amazing ASX ETFs for beginners to buy in 2026 appeared first on The Motley Fool Australia.

More reading

• The ASX ETFs to buy now and not look at until next Christmas
• Did the ASX 200, NASDAQ 100, or S&P 500 perform better this year?
• The ASX ETFs that have stood the test of time
• The ASX ETFs to buy if you got a Christmas bonus
• 3 excellent ASX ETFs to buy in January

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, BetaShares Nasdaq 100 ETF, Nvidia, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, Nvidia, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Australian share market is a great place to generate passive income. But how would you go about pulling in a massive $50,000 a year?

Well, it depends firstly on how much capital you already have behind you to support your endeavours.

The quick way

If you are lucky enough to already be sitting on significant capital, you could make this a reality very quickly.

For example, with a target dividend yield of 5% across a portfolio of ASX shares, you would need a $1 million investment to generate the $50,000 of passive income.

Shares such as APA Group (ASX: APA), Accent Group Ltd (ASX: AX1), and Telstra Group Ltd (ASX: TLS) could be worthy candidates for this portfolio.

But very few people have that sort of balance to play with. So, this route is unlikely to be possible for the average investor. But don’t worry, because there is another way. You just need patience.

The slow and steady way

The most reliable way to reach a $1 million income-producing portfolio is to spend years prioritising growth with ASX shares, not income.

This means owning a mix of quality ASX shares, blue chips, and ETFs, reinvesting dividends, and letting compounding do the heavy lifting.

This stage is where many investors go wrong. Reinvesting dividends can feel counterintuitive when income is the goal, but putting them back into the market in the early and middle stages dramatically accelerates the end result.

A portfolio compounding at around 10% per annum doesn’t just grow steadily, it snowballs. The later years often do more work than the first decade combined.

A passive income plan

To build a $1 million ASX share portfolio with an average 10% per annum total return, you would need to consistently invest $1,000 a month for 23 years.

That might sound like a long time, but the end goal certainly would be worth it. The key is to be patient and disciplined.

Once you have grown your portfolio to the $1 million mark, it is time to switch your focus from growth to income.

As mentioned at the start, transitioning your portfolio so that it averages a dividend yield of 5%, would result in passive income of $50,000 a year.

Foolish takeaway

Making $50,000 of passive income isn’t about finding a magic stock or chasing yield. It is about years of patient compounding, followed by a careful transition to income-producing assets. Build the engine first. Then let it pay you.

The post How to make $50,000 of passive income in 2026 appeared first on The Motley Fool Australia.

More reading

• 3 strong ASX dividend shares I would buy and hold forever
• My 5 top stocks to buy in 2026
• I’d buy this ASX dividend stock in any market
• The ASX stocks I’d buy that nobody else wants
• $5,000 to spare? I’d buy these 5 ASX 200 shares before the end of 2025

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

Warren Buffett is one of the world’s wealthiest people, despite giving away billions of dollars for philanthropy. Together with the late Charlie Munger, Warren Buffett made numerous wise investment decisions that built Berkshire Hathaway into the powerhouse that it is today.

But, there’s much more to his long-term success than it may seem. We don’t need to make things complicated to do well over time.

By following the Warren Buffett method, I believe it’s possible for many Australians to accumulate a substantial amount of wealth by retirement, if they save and invest (even if they’re 50 with no savings).

Live a simple life

Warren Buffett does not live a luxurious, flashy lifestyle. There are many examples from his life where he has lived frugally compared to what he could have spent. In other words, he has spent less than he has earned.

He has lived in the same house for more than 60 years, and it’s not a mansion. If he were Australian, that would have saved a lot on stamp duty, selling agent fees, and moving costs.

Another frugal choice Buffett has reportedly made is the types of cars he buys. He supposedly usually buys second-hand cars and keeps them for a long time. New cars usually decline in value quite quickly – it could be better to buy a second-hand car and invest the saved money.

Spending less than you earn is a powerful financial strategy that creates financial flexibility in a household’s budget. Spending less also means requiring a smaller nest egg to sustain that level of spending in retirement.

Don’t just focus on money

There’s more to life than just making money, of course. It’s good to enjoy life between now and a financial target that takes years to reach. Also, being kind to people around you is important. He’s said a number of things on this topic, including these two:

Keep in mind that the cleaning lady is as much a human being as the chairman.

Decide what you would like your obituary to say and live the life to deserve it. Greatness does not come about through accumulating great amounts of money, great amounts of publicity or great power in government. When you help someone in any of thousands of ways, you help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to beat The Golden Rule as a guide to behaviour.

Invest in what you understand

I firmly believe that investing is a crucial component of building wealth over time. But, I believe it’s a good idea to only invest in assets that we can understand.

If you don’t know why you’re buying something, then how are you supposed to know when to sell? What are the signs that a business is doing well? How will you know an investment thesis is playing out as expected? Will you understand if a downturn is a temporary dip or a permanent decline?

Warren Buffett calls that type of investing staying in your circle of competence.

I think being able to stay invested for the long term is important. But, crashes and setbacks do come along sometimes. I only want to invest in businesses/investments that I’d want to buy more of if there were a large market correction (or worse). That way, crashes are exciting opportunities rather than worrying events. It’s good to be greedy when markets are fearful.

Choose investments that are likely to compound

Ultimately, investing is about growing our money to be worth more than it is today. If we’re not spending it on essentials/enjoyment today, then we want to see it’s doing well over time.

Compound interest is a very powerful financial tool, and we can utilise it by investing in growing businesses. Warren Buffett has shown the power of compound interest for Berkshire Hathaway over the decades.

Over the long term, I’m expecting investments like Vanguard MSCI Index International Shares ETF (ASX: VGS), Washington H. Soul Pattinson and Co. Ltd (ASX: SOL), and VanEck MSCI International Quality ETF (ASX: QUAL) to grow in value.

If a portfolio can grow by an average of (at least) 10% per year over the long term, then after 17 years (the pension age is 17 years away for a 50-year-old), someone who invests $1,000 per month could grow their nest egg to $486,500. Investing $2,000 per month would turn into $973,000!

The post With no savings at 50, I’d follow Warren Buffett’s method to build wealth appeared first on The Motley Fool Australia.

More reading

• If you’d invested $1,000 in Nvidia 10 years ago, here’s how much you’d have today
• BHP, Macquarie, and Westpac: Naughty or nice? 3 popular ASX shares examined
• The ASX ETFs to buy now and not look at until next Christmas
• 2 ASX dividend shares raising dividends like clockwork!
• These popular ASX 200 shares are in the Boxing Day sales

Motley Fool contributor Tristan Harrison has positions in VanEck Msci International Quality ETF and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Berkshire Hathaway and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Berkshire Hathaway and Vanguard Msci Index International Shares ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

If you invest long enough, you’ll likely run into a “I wish I had invested in that sooner” scenario. Nowadays, many investors find themselves having that thought about Nvidia (NASDAQ: NVDA) — me included. And when you look at its performance over the past decade, it’s very easy to see why.

In the past 10 years, Nvidia’s stock is up an eye-popping 22,420%, meaning a $1,000 investment made a decade ago would be worth over $225,000. Talk about a return on investment.

NVDA data by YCharts

Nvidia has been on the stock market since January 1999, but the bulk of its gains since then have come in the past few years, thanks to the ongoing artificial intelligence (AI) boom. For a while, Nvidia’s main business was supplying graphics cards for video games. However, the company realized that the same technology was useful for processing massive amounts of data, and it’s now arguably the most important supplier of computing power.

If you’re interested in investing in Nvidia, it’s not too late. However, I wouldn’t expect its gains over the next decade to compare with those from this past decade. It still has long-term market-beating potential, but expecting the gains to replicate is asking a lot.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

The post If you’d invested $1,000 in Nvidia 10 years ago, here’s how much you’d have today appeared first on The Motley Fool Australia.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

This article was originally published on Fool.com. All figures quoted in US dollars unless otherwise stated.

More reading

• The ASX ETFs that have stood the test of time
• Will Nvidia stock crash in 2026?
• Which AI chip stock is the better buy for 2026: Nvidia or Alphabet?
• 1 prediction for Nvidia in 2026
• Where will Nvidia stock be in 5 years?

Stefon Walters 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 Nvidia. The Motley Fool Australia has recommended Nvidia. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Popular doesn’t always mean good when it comes to returns and investing in ASX shares.

So, let’s take a look at three very popular shares and see if they were naughty or nice to their shareholders this year.

Here’s how they performed in 2025 compared to the market:

BHP Group Ltd (ASX: BHP)

Thanks partly to the booming copper price and the resilient iron ore price, BHP shares have comfortably outperformed the market in 2025.

Year to date, the Big Australian’s shares have risen by a decent 14%. This compares favourably to 7% gain by the benchmark ASX 200 index during the same period.

In addition, the mining giant has rewarded shareholders with two dividend this year. A fully franked interim dividend of approximately 79.1 cents per share and a fully franked final dividend of approximately 91.9 cents per share.

This equates to a 4.2% dividend yield based on its starter price, which boosts the total annual return to 18%.

Verdict: Nice

Macquarie Group Ltd (ASX: MQG)

Unfortunately for its shareholders, this investment bank’s shares have underperformed the market this year by some distance. This has been driven by its softening operational performance, which has weighed on investor sentiment.

For example, the company recently released its half year results and reported a net profit of $1,655 million. While this was up 3% on the prior corresponding period, it was down a sizeable 21% on the second half of FY 2025. It was also short of consensus estimates for the six months.

In light of this, year to date, Macquarie shares are down by approximately 7%. And while it has paid two dividends to shareholders in 2025, those aren’t enough for a positive total return this year.

Verdict: Naughty

Westpac Banking Corp (ASX: WBC)

Westpac shares have been a great investment this year. Since the start of the year, the big four bank’s shares have risen approximately 20%.

But it gets better. As with the ASX others, two fully franked dividends have been paid to shareholders in 2025. Westpac paid 76 cents per share in June and 77 cents per share earlier this month.

These dividends equate to a yield on cost of 4.7%, which boosts the total return for the year to approximately 25%. This is significantly better than the performance of the ASX 200 index over the same period.

Verdict: Nice

The post BHP, Macquarie, and Westpac: Naughty or nice? 3 popular ASX shares examined appeared first on The Motley Fool Australia.

More reading

• These popular ASX 200 shares are in the Boxing Day sales
• Record copper price shines a light on BHP shares and these two other ASX 200 mining stocks
• Did the ASX 200, NASDAQ 100, or S&P 500 perform better this year?
• Are BHP shares a buy, sell or hold for 2026?
• Buy, hold, sell: DroneShield, Macquarie, and Wesfarmers 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 positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

I think that one of the most underrated investing strategies is doing less, not more.

Instead of constantly checking prices, reacting to headlines, or second-guessing decisions, there’s a strong case for choosing a small number of high-quality exchange traded funds (ETFs), investing, and then getting on with life.

If you are aiming to put money to work today with the intention of not looking at it again until next Christmas, these are three ASX ETFs that could be worth owning through whatever the market throws up over the next year and beyond.

Betashares Nasdaq 100 ETF (ASX: NDQ)

The Betashares Nasdaq 100 ETF gives investors exposure to 100 of the most innovative non-financial stocks listed on the famous Nasdaq exchange. While it is often associated with the biggest tech names, the portfolio is broader than many people realise.

Alongside companies like Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT), this fund also holds businesses such as Costco Wholesale (NASDAQ: COST), PepsiCo (NASDAQ: PEP), and Intuit (NASDAQ: INTU). These are companies with enormous scale, global reach, and strong competitive positions.

If I had to single out one holding, it would be Nvidia. It has become a critical supplier to the artificial intelligence ecosystem, and its chips now sit at the centre of data centres, cloud infrastructure, and advanced computing. This ASX ETF gives exposure to that long-term growth story without relying on a single stock to get it right.

Betashares Global Cash Flow Kings ETF (ASX: CFLO)

The Betashares Global Cash Flow Kings ETF takes a very different approach to the Betashares Nasdaq 100 ETF. It looks for global stocks that generate consistently strong free cash flow. That cash generation can be used to reinvest in the business, reduce debt, or return money to shareholders.

The portfolio includes names such as Alphabet (NASDAQ: GOOGL), ASML Holding (NASDAQ: ASML), Visa (NYSE: V), and Johnson & Johnson (NYSE: JNJ). These are businesses with entrenched positions in their industries and proven ability to turn sales into real cash.

Alphabet stands out as a classic example. Its dominance in search and digital advertising continues to fund investment in cloud computing, artificial intelligence, and new platforms. This leaves it well-placed for growth over the next decade.

The Betashares Global Cash Flow Kings ETF was recently recommended by analysts at Betashares.

Betashares Cloud Computing ETF (ASX: CLDD)

A third ASX ETF to buy could be the Betashares Cloud Computing ETF. It is a more targeted play on one of the most important shifts in the global economy. It invests in stocks that provide the infrastructure and software powering cloud-based services.

Holdings include ServiceNow (NYSE: NOW), Shopify (NASDAQ: SHOP), and Snowflake (NYSE: SNOW). These businesses sit behind everything from enterprise workflows to online retail and data analytics.

Given how the shift to the cloud still has a long way to go, this fund could be one to hold onto for the long term. It was also recently recommended by Betashares.

The post The ASX ETFs to buy now and not look at until next Christmas appeared first on The Motley Fool Australia.

More reading

• Did the ASX 200, NASDAQ 100, or S&P 500 perform better this year?
• Check out the three most-traded ETFs on CommSec this past year
• 3 ASX ETFs that could be perfect for beginners
• The smartest ASX ETFs to buy and hold for 10 years
• 3 ASX ETFs that benefit from unavoidable megatrends

Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended ASML, Alphabet, BetaShares Nasdaq 100 ETF, Costco Wholesale, Intuit, Microsoft, Nvidia, ServiceNow, Shopify, Snowflake, and Visa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Johnson & Johnson and has recommended the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended ASML, Alphabet, Microsoft, Nvidia, ServiceNow, Shopify, and Visa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX dividend shares that are growing the payout year after year are very attractive for investors who want a high degree of confidence in how much passive income they’re going to receive each year.

Dividend income is really appealing because of how little effort and further money we need to put in once we’ve made the investment. An investment property seems less appealing because of the possibility of various administrative tasks, repairs, tenants not paying and the (likely) debt that is necessary to buy the property.

The two ASX dividend shares I’m going to talk about below are two of the ones I’m confident can continue paying dividends and hopefully deliver larger payouts. Normally, I’d highlight Washington H. Soul Pattinson and Co. Ltd (ASX: SOL) in an article like this, but there are other names I want to highlight.

Rivco Australia Ltd (ASX: RIV)

Rivco Australia, formerly called Duxton Water, owns a portfolio of water entitlements. Those can be leased on short-term or long-term leases.

The company can deliver earnings from both the lease income and the potential rise of water entitlement values.

This ASX dividend share has increased its payout every six months since 2017, which I’d describe as one of the more impressive growth streaks on the ASX. I love seeing dividends steadily rising over time, rather than trying to deliver maximum dividend income and risking a dividend reduction in future years.

The last two dividend payments by the business equate to a grossed-up dividend yield of 7.6%, including franking credits.

With a post-tax net asset value (NAV) of $1.58 and a pre-tax NAV of $1.75 as of November 2025, it’s trading at an attractively cheap price, in my opinion.

Pinnacle Investment Management Group Ltd (ASX: PNI)

Pinnacle is one of the most appealing businesses in the funds management industry, in my opinion.

It has invested in a portfolio of funds management businesses such as Aikya, Antipodes, Coolabah, Firetrail, Five V, Hyperion, Langdon, Life Cycle, Metrics, Pacific Asset Management, Palisade, Plato, Resolution Capital, Solaris and Spheria.

Why do these fund managers want to sell a minority stake of their business to get Pinnacle on board? Pinnacle can provide a number of services including seed funds under management (FUM), distribution and client services, fund administration, compliance, finance, legal, technology and other administrative services.

Pinnacle is benefiting from the long-term organic capital growth of asset prices. Additionally, the fund managers have a collective record of delivering outperformance for their clients over the long-term, helping them retain FUM and attract new funds.

The ASX dividend share has grown its dividend almost every year between FY17 and FY25, aside from 2020 when it maintained its payout. I think it’s likely the business will be able to continue growing its dividends thanks to the progress of its FUM growth.

At its AGM, the company revealed that its total affiliate FUM had grown by 10% in the three months to September 2025 compared to June 2025. I think that bodes well for dividend growth in FY26.

According to the forecast on CMC Markets, the business is projected to pay a dividend which equates to a grossed-up dividend yield of 5.4%, including franking credits.

The post 2 ASX dividend shares raising dividends like clockwork! appeared first on The Motley Fool Australia.

More reading

• Is investing $5,000 enough to earn a $1,000 second income?
• Retirement wealth plan: Create $1 million with a single Australian stock
• 1 impressively awesome Australian dividend stock down 20% to hold for decades!
• Where I’d invest $10,000 into ASX dividend shares right now
• 2 undervalued ASX 200 shares to target

Motley Fool contributor Tristan Harrison has positions in Pinnacle Investment Management Group, Rivco Australia, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Pinnacle Investment Management Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Pinnacle Investment Management Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The market may be trading within sight of its record high, but that doesn’t mean that everything is overvalued.

In fact, if you look hard enough, you will find a number of ASX shares that are trading at a deep discount to what analysts think they are worth.

With that in mind, let’s take a look at two popular ASX 200 shares that are in the Boxing Day sales this year:

James Hardie Industries plc (ASX: JHX)

This building products giant’s shares could be on sale right now.

Although the company has been dealing with a tough demand environment in North America, as higher interest rates and softer housing activity weighed on volumes, its most recent quarterly update signalled that conditions may be stabilising faster than expected.

The team at Macquarie Group Ltd (ASX: MQG) thinks investors should be buying James Hardie’s shares while they are down in the dumps. It recently put an outperform rating and $41.70 price target on its shares. This implies potential upside of approximately 30% for investors.

Commenting on its outperform rating on this ASX 200 share, the broker said:

Outperform. Market conditions are tough, but stabilising – inventory concerns are fading. Focus now turns to rates and housing policy. An evolving AZEK integration story, a bottoming of markets, and valuation are in support of our thesis. Governance changes also seen as additive.

Nextdc Ltd (ASX: NXT)

While this data centre operator’s shares are not conventionally cheap, they are trading at a 25%+ discount to their 52-week high. This could be a compelling opportunity for investors to snap up shares in a high-quality company with significant long-term growth potential thanks to artificial intelligence (AI) boom.

Morgans certainly thinks this is the case. It recently upgraded NextDC’s shares to a buy rating with a $19.00 price target. This suggests that upside of approximately 45% is possible from current levels.

Commenting on the ASX 200 share, the broker said:

NXT has announced that following recent customer contract wins, presumably including a large single customer contract win across multiple locations, its contracted utilisation has increased by 71MW to 316MW as at 1 December 2025. Further contract wins were, and remain in, our forecasts so this mostly underpins our expectations.

However, we upgrade our capex assumptions and lift our FY27/28 EBITDA forecasts by 5%. Our target price remains $19 per share. The share price has declined ~19% in the last three months and given a ~40% differential between the current share price and our $19 target price we upgrade our recommendation to BUY from ACCUMULATE.

The post These popular ASX 200 shares are in the Boxing Day sales appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Nextdc. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group. The Motley Fool Australia has positions in and 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.