• The ASX just got a new ETF that pays monthly dividends

    Excited couple celebrating success while looking at smartphone.

    ASX investors like shares and exchange-traded funds (ETFs) that pay out dividends on a monthly basis. Here on the ASX, it is the norm to pay out just two dividends per year. That is rather unusual by international standards, where quarterly dividend payments are far more common.

    As a result, the vast majority of ASX dividend shares follow that biannual schedule when it comes to their dividend payments to shareholders. A small minority opt for quarterly dividends. An even smaller number still pay 12 dividends per year. Yet, monthly dividend payers are very popular on the ASX. Given that frequency of income distributions, it’s not hard to understand why.

    We’ve covered a number of the ASX’s monthly dividend payers, both stocks and ETFs, here at The Motley Fool Australia over the past 12 months. These include Plato Income Maximiser Ltd (ASX: PL8), Metrics Master Income Trust (ASX: MXT), and the BetaShares S&P Australian Shares High Yield ETF (ASX: HYLD).

    But this week, we have a new monthly dividend ETF to welcome to the Australian share market.

    It is none other than the VanEck Cash Plus Active ETF (ASX: MONY).

    A new ASX ETF that will pay a monthly dividend

    This new ASX exchange-traded fund from VanEck, unlike most ETFs on the share market, does not invest in an underlying portfolio of other stocks. Instead, it, according to the provider, targets “yield opportunities across different cash, cash-like instruments and short duration credit, issuers and individual securities”.

    In simpler terms, this ETF invests in a portfolio of fixed-interest investments like bonds to generate reliable income for its investors. These investments average a credit rating of ‘A+’, and are sourced from respectable financial institutions. These include the Royal Bank of Canada, Spain’s Banco Santander. Our own ASX banks also feature heavily, including Commonwealth Bank of Australia (ASX: CBA), National Australia Bank Ltd (ASX: NAB), and Bendigo and Adelaide Bank Ltd (ASX: BEN). The income that the VanEck Cash Plus ETF, as we’ve already noted, is planned to be distributed to investors on a monthly basis.

    The MONY ETF is fresh off the line, having only debuted on the ASX boards last Wednesday, 4 February. As such, it has yet to declare its maiden dividend distribution. However, the provider tells us that the average yield to maturity of its portfolio is sitting at 4.4%.

    We will anticipate the first monthly dividend distribution from the VanEck Cash Plus Active ETF with relish. Until that is revealed, investors should keep in mind that this ASX ETF charges a management fee of 0.15% per annum.

    The post The ASX just got a new ETF that pays monthly dividends appeared first on The Motley Fool Australia.

    Wondering where you should invest $1,000 right now?

    When investing expert Scott Phillips has a stock tip, it can pay to listen. After all, the flagship Motley Fool Share Advisor newsletter he has run for over ten years has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    Scott just revealed what he believes could be the ‘five best ASX stocks’ for investors to buy right now. We believe these stocks are trading at attractive prices and Scott thinks they could be great buys right now…

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    Motley Fool contributor Sebastian Bowen has positions in Plato Income Maximiser. 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.

  • Woolworths shares recover 22% from all-time low: Buy, sell or hold?

    A man in a supermarket strikes an unlikely pose while pushing a trolley, lifting both legs sideways off the ground and looking mildly rattled with a wide-mouthed expression.

    Woolworths Group Ltd (ASX: WOW) shares closed 0.19% higher on Wednesday afternoon, at $31.75 a piece. 

    Today’s marginal gain follows a continued upward trend for the supermarket giant in 2026 so far. Woolworths shares are 7.88% higher for the year-to-date and 5.59% higher for the year.

    Most impressively, the current share price represents a 22.5% recovery from an all-time low of $25.91 in October last year.

    The ASX supermarket’s shares crashed nearly 20% in August last year after it posted a disappointing FY25 result. The stock dropped to its all-time low in mid-October. It was saved from any further decline after the company posted a more positive first-quarter sales update

    There hasn’t been any price-sensitive news out of the company in 2026, but the business is expected to post its half-year FY26 results later this month on Wednesday, the 25th of February.

    It looks like investor confidence has continued returning. And even the latest Reserve Bank interest rate hike has done nothing to dent sentiment.

    Are Woolworths shares a buy, sell or hold this year?

    Analysts are divided about Woolworths’ shares right now. TradingView data shows that 4 out of 14 analysts have a buy or strong buy rating on the stock. The other 10 analysts have a hold rating.

    The average target price is $30.97 per share, implying a 2.45% downside at the time of writing. The maximum target price is $37 per share, which implies a potential 16.5% increase for investors this year.

    Hallihan has a hold rating on the supermarket giant. The broker noted that the supermarket giant is slowly recovering after its first-quarter results late last year. The team added that while Woolworths acknowledged that first-quarter sales were below expectations, group sales were up 2.7% and food sales were up 2.1% versus the prior period. 

    “Competitive pricing and cost pressures limit near term upside, but scale advantages remain intact… The company’s defensive characteristics appeal in an economy of higher interest rates.”

    But there’s another reason that Woolworths shares are still worth buying

    Supermarkets are inherently defensive ASX stocks. Confidence and customer sentiment might fall, and people might have less money in their pockets if inflation keeps rising, but they still need to buy groceries. 

    The benefit of Woolworths is its scale. This gives the company strong buying power, an extensive supply chain, and the ability to invest in efficiency over time.

    The shares are still a good buy for passive income. In FY25, the supermarket business handed out a total of 85 cents per share, fully franked. Bell Potter expects the ASX retail stock to pay a boosted fully-franked dividend of 91 cents per share in FY26 and then 100 cents per share in FY27. 

    The post Woolworths shares recover 22% from all-time low: Buy, sell or hold? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Woolworths Group Limited right now?

    Before you buy Woolworths Group Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Woolworths Group Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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

  • Here are the top 10 ASX 200 shares today

    A group of happy young people watching sport on a laptop celebrate, indicating a win for sports betting bluebet

    It was a very happy hump day indeed for the S&P/ASX 200 Index (ASX: XJO) and many ASX shares this Wednesday. After a mild start this morning, investors gained confidence and momentum throughout the trading day.

    By the time trading wrapped up, the ASX 200 had settled back over 9,000 points (the first time since October) at 9,014.8 points, up a confident 1.66%.

    This happy mid-week session for the ASX comes despite a more tempered morning over on Wall Street.

    The Dow Jones Industrial Average Index (DJX: .DJI) managed to save itself from a drop, if only just, rising 0.1%.

    However, the tech-heavy Nasdaq Composite Index (NASDAQ: .IXIC) was not so lucky, dropping 0.59%.

    But let’s return to the local markets now and dive a little deeper into what the various ASX sectors were up to today amid the enthusiasm of the broader market.

    Winners and losers

    Despite the market’s big rise, there were a few sectors that missed out on a rise.

    Leading those unlucky corners of the market were healthcare stocks. Thanks mostly to CSL Ltd (ASX: CSL), the S&P/ASX 200 Healthcare Index (ASX: XHJ) had a horrid day, tanking by 2.5%.

    Real estate investment trusts (REITs) improved on that loss substantially, with the S&P/ASX 200 A-REIT Index (ASX: XPJ) sliding 0.31% lower.

    Our last losers this Wednesday were energy shares. The S&P/ASX 200 Energy Index (ASX: XEJ) slipped by just 0.02% by market close.

    Let’s turn to the more exciting sectors now. Leading the push higher this session were financial stocks, evident by the S&P/ASX 200 Financials Index (ASX: XFJ)’s 3.48% rocket trip. Thank the earnings from Commonwealth Bank of Australia (ASX: CBA) for that.

    Gold shares had yet another fantastic time today, too. The All Ordinaries Gold Index (ASX: XGD) surged by 3.08%.

    Utilities stocks ran hot as well, with the S&P/ASX 200 Utilities Index (ASX: XUJ) galloping 2.42% higher.

    Mining shares also saw strong demand. The S&P/ASX 200 Materials Index (ASX: XMJ) jumped 2.11% this hump day.

    Consumer discretionary stocks were strong, illustrated by the S&P/ASX 200 Consumer Discretionary Index (ASX: XDJ)’s 1% leap higher.

    As were tech shares. The S&P/ASX 200 Information Technology Index (ASX: XIJ) lifted by 0.69%.

    Industrial stocks weren’t left out of the party, with the S&P/ASX 200 Industrials Index (ASX: XNJ) getting a 0.55% boost.

    Consumer staples shares attracted buyers, too. The S&P/ASX 200 Consumer Staples Index (ASX: XSJ) bounced up 0.51%.

    Finally, communications stocks managed to stick the landing, as you can see by the S&P/ASX 200 Communication Services Index (ASX: XTJ)’s 0.1% improvement.

    Top 10 ASX 200 shares countdown

    Topping the index this Wednesday was telco stock Aussie Broadband Ltd (ASX: ABB). Aussie Broadband shares exploded 14.79% higher this session to close at $5.20 each.

    This comes after the company announced a major acquisition.

    Here’s how the other top stocks pulled up at the kerb:

    ASX-listed company Share price Price change
    Aussie Broadband Ltd (ASX: ABB)
    $5.20 14.79%
    AGL Energy Ltd (ASX: AGL) $9.89 11.75%
    James Hardie Industries plc (ASX: JHX) $36.87 10.92%
    Evolution Mining Ltd (ASX: EVN) $16.28 8.68%
    Commonwealth Bank of Australia (ASX: CBA) $169.56 6.82%
    Bellevue Gold Ltd (ASX: BGL) $1.86 6.30%
    Zip Co Ltd (ASX: ZIP) $2.76 5.34%
    Emerald Resources N.L. (ASX: EMR) $6.89 5.03%
    News Corporation (ASX: NWS) $39.20 4.93%
    Vault Minerals Ltd (ASX: VAU) $5.76 4.73%

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

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

    Should you invest $1,000 in Aussie Broadband Limited right now?

    Before you buy Aussie Broadband Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Aussie Broadband Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

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

  • Superloop flags $4 million margin risk from AGL telecom business exit

    A man in his 30s with a clipped beard sits at his laptop on a desk with one finger to the side of his face and his chin resting on his thumb as he looks concerned while staring at his computer screen.

    Today, Superloop Ltd (ASX: SLC) announced that AGL Energy Ltd (ASX: AGL) plans to sell its telecommunications business. Superloop currently provides wholesale network services to Southern Phone Company, a subsidiary of AGL, under an agreement expiring in June 2029. The company flagged a potential annual gross margin impact of up to $4 million from the expected subscriber migration.

    What did Superloop report?

    • AGL Energy intends to divest its telecommunications business.
    • Superloop’s wholesale agreement with Southern Phone (AGL subsidiary) expires June 2029.
    • Subscriber migration from AGL’s network anticipated in first half of FY27.
    • Estimated potential gross margin impact of up to $4 million per year if agreement usage drops fully.

    What else do investors need to know?

    Superloop supplies network and backhaul transit services to Southern Phone, which has contributed to its wholesale segment revenues. The agreement with Southern Phone runs until mid-2029, but changing circumstances could see a material reduction in usage and income should the migration occur as foreshadowed.

    Management estimates the total annual gross margin impact could reach $4 million, depending on the extent of AGL’s migration from Superloop’s infrastructure. There is no mention of a change to guidance at this stage.

    What’s next for Superloop?

    Investors will watch for further developments as AGL progresses the sale and refocuses its telecommunications operations. Superloop will be assessing the full impact on its future earnings as more details emerge around the subscriber migration.

    Superloop remains committed to servicing its large portfolio of consumer, business, and wholesale customers and continues to invest in its fibre and wireless network infrastructure.

    Superloop share price snapshot

    Over the past 12 months, Superloop shares have risen 8%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 6% over the same period.

    View Original Announcement

    The post Superloop flags $4 million margin risk from AGL telecom business exit appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Superloop Limited right now?

    Before you buy Superloop Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Superloop Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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    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.

  • Income investors are watching these 3 ASX REIT results. Here’s the details

    REIT written with images circling it and a man touching it.

    These 3 ASX-listed real estate investment trusts have been in focus this week after releasing their latest half-year results.

    Arena REIT (ASX: ARF) shares are up 0.86% to $3.53, Dexus Industria REIT (ASX: DXI) is 0.40% higher at $2.54, while Dexus Convenience Retail REIT (ASX: DXC) is flat at $2.82.

    Arena REIT and Dexus Industria REIT reported today, while Dexus Convenience Retail REIT released its numbers on Monday.

    Here is what investors are digesting.

    Arena REIT stands out with earnings and distribution growth

    Arena REIT reported a strong result for the six months to 31 December 2025, underpinned by contracted rental growth and development completions.

    Net operating profit increased 9% to $39 million, while operating earnings rose to 9.70 cents per security, up 5.4% on the prior corresponding period. Statutory net profit came in at $110 million, reflecting valuation gains across the portfolio.

    Arena declared an interim distribution of 9.625 cents per security, up 5.5% year on year, and reaffirmed full-year distribution guidance of 19.25 cents per security.

    Portfolio fundamentals remain a key strength. Occupancy was 100%, with a weighted average lease expiry of 17.9 years. The trust recorded a portfolio valuation uplift of $61.2 million, taking total assets to $1.98 billion and net asset value per security to $3.64.

    Dexus Industria REIT holds up as costs rise

    Dexus Industria REIT delivered a resilient half-year result despite higher interest costs weighing on earnings.

    Funds from operations declined slightly to $28.2 million, or 8.9 cents per security. Statutory net profit after tax (NPAT) fell to $43.4 million, reflecting lower valuation gains compared with the prior half.

    The trust declared an interim distribution of 8.3 cents per security and reaffirmed full-year guidance of 16.6 cents per security. FY26 funds from operations guidance was slightly upgraded to between 17.3 and 17.4 cents per security.

    Portfolio metrics remained solid, with occupancy at 99.7% and a weighted average lease expiry of 5.3 years. Net tangible assets increased 5.1% to $3.39 per security, supported by a $14.8 million uplift in portfolio valuations.

    Dexus Convenience Retail REIT focuses on steady income

    Dexus Convenience Retail REIT reported a steady result for the half-year to 31 December 2025, reflecting the defensive nature of its convenience-based retail portfolio.

    Funds from operations came in at $14.5 million, or 10.5 cents per security, supported by like for like income growth of 2.9% and average rent reviews of 3.1%. The trust declared an interim distribution of 10.45 cents per security.

    Statutory net profit after tax (NPAT) rose to $35.8 million, up from $14.7 million in the prior corresponding period, driven by a $19.8 million valuation uplift. Net tangible assets increased 4.4% to $3.80 per security.

    Portfolio occupancy remained high at 99.9%, with gearing of 29.8% at the lower end of the target range.

    Foolish Takeaway

    All 3 REITs delivered solid results that met expectations, but none provided a strong reason to be re-rated.

    Arena continues to offer visible earnings and distribution growth, while Dexus Industria and Dexus Convenience Retail remain focused on stability.

    The post Income investors are watching these 3 ASX REIT results. Here’s the details appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Arena REIT right now?

    Before you buy Arena REIT shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Arena REIT wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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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.

  • These 3 ASX 200 shares have had a stellar month. Is there more upside to come?

    Three rockets heading to space

    A strong rally across the resources sector has lifted several heavyweight S&P/ASX 200 Index (ASX: XJO) shares over the past month. Higher commodity prices, solid operational updates and a busy reporting calendar have all helped sentiment.

    Here are 3 ASX 200 shares that have stood out with impressive gains over the last 4 weeks.

    Rio Tinto Ltd (ASX: RIO)

    The Rio Tinto share price is up 1.40% today to $164.86 and has climbed more than 15% over the past month.

    The world’s largest iron ore producer has benefited from firmer iron ore prices and renewed optimism around global infrastructure spending. Investors are also positioning ahead of Rio Tinto’s upcoming full-year results, which are due on 19 February.

    Rio Tinto’s Pilbara iron ore operations remain a key strength, generating significant cash flow even in volatile markets. Meanwhile, exposure to copper, aluminium and lithium provides diversification as demand for electrification and energy transition metals continues to grow.

    With a strong balance sheet, disciplined capital management and a history of very generous dividends, Rio Tinto remains a core income stock for many investors. The recent share price rally suggests the market is expecting a solid result later this month.

    Evolution Mining Ltd (ASX: EVN)

    Evolution Mining has delivered one of the strongest performances of the group.

    The Evolution share price is up 8.21% today to $16.21 and has surged around 26% over the past month. The move follows the release of the company’s half-year results today, which impressed the market.

    Evolution reported record half-year earnings, driven by higher gold prices, strong operating margins and disciplined cost control. Cash flow was a major highlight, allowing the company to declare a 20 cents per share fully franked interim dividend.

    Gearing is now at low levels and multiple growth projects are underway. This has boosted confidence that Evolution can deliver strong returns even if gold prices ease from recent highs.

    South32 Ltd (ASX: S32)

    The South32 share price is up 0.87% today to $4.63 and has risen more than 20% over the past month.

    The diversified miner has benefited from improving sentiment across base metals, particularly aluminium, copper and manganese. South32 also offers exposure to longer-term growth tailwinds from electrification and infrastructure spending.

    Investors are now looking ahead to South32’s half-year results, which are expected to be released tomorrow. With commodity prices higher than a year ago and costs showing signs of stabilising, expectations are building for a solid update.

    The company’s strong balance sheet and capital return potential have also helped underpin the recent rally.

    The post These 3 ASX 200 shares have had a stellar month. Is there more upside to come? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Rio Tinto Limited right now?

    Before you buy Rio Tinto Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Rio Tinto Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

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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.

  • These 3 ASX 200 shares could climb 30% (or higher) in 2026

    A man in trendy clothing sits on a bench in a shopping mall looking at his phone with interest and a surprised look on his face.

    The S&P/ASX 200 Index (ASX: XJO) is 1.47% higher in early afternoon trade on Wednesday. The latest uptick has dragged the index 3.09% higher for the year to date. But there are some ASX 200 growth shares that I have my eye on, and they’ve all outpaced the index already so far this year.

    AGL Energy Limited (ASX: AGL)

    AGL shares have rocketed higher today, up 9.32% to $9.68 at the time of writing. The gas and electricity provider’s shares have been pushed higher by the company’s solid first-half result, posted this morning.

    AGL reported flat underlying EBITDA and a 6% decline in underlying net profit after tax. Investors were most excited by the company’s revised FY26 guidance figures. AGL now expects full-year underlying EBITDA of $2.02 billion to $2.18 billion. Previously, the range was $1.92 billion to $2.22 billion.

    Its underlying net profit guidance was also tightened to $580 million to $680 million, from a much wider range of $500 million to $700 million.

    Analysts expect a lot more from the ASX 200 energy shares this year. Data shows 7 out of 9 analysts have a buy or strong buy rating and a maximum target price of $12.72. After today’s price surge, it now implies a 31.92% upside at the time of writing.

    Bellevue Gold Ltd (ASX: BGL)

    The ASX 200 gold company’s shares are 5.56% higher today, at $1.84 a piece. There has been no price-sensitive news out of the company today, so the latest uptick is likely off the back of renewed interest in gold stocks as the sector gains momentum. 

    The gold producer released its quarterly results last month, announcing a 10% quarter-on-quarter increase in gold production and confirming FY26 production guidance of 130,000 to 150,000 ounces of gold.

    The majority of analysts have a strong buy rating on the stock with a target price of $2.60. That implies a 40.54% upside at the time of writing.

    Eagers Automotive Ltd (ASX: APE)

    Eagers shares are 0.96% higher at the time of writing today, at $26.18 a piece. For the year to date, the ASX 200 auto retailers’ shares are 6.21% higher, and they’re up a whopping 106.96% for the year.

    The company has a diversified earnings base and operates the majority of BYD dealerships in Australia. This gives it exposure to the rapidly expanding EV sector. It also announced acquisition of a 65% stake in Canada’s largest auto dealerships late last year.

    Analysts think there is more upside to come, too. Half of analysts have a buy or strong buy rating, and the maximum target price is $35.90 a piece. That implies a 36.97% upside at the time of writing.

    The post These 3 ASX 200 shares could climb 30% (or higher) in 2026 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in AGL Energy Limited right now?

    Before you buy AGL Energy Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and AGL Energy Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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

  • I would skip Northern Star shares and buy these ASX stocks

    A young woman looks at something on her laptop, wondering what will come next.

    Northern Star Resources Ltd (ASX: NST) shares have been among the standout performers on the ASX over the past year.

    The company’s share price is up roughly 50% over the past 12 months, riding a powerful rally in the gold price that has pushed spot prices to around US$5,000 an ounce.

    That kind of run is impressive. But for me, it also raises a red flag.

    After such a strong rally, the risk-reward profile for Northern Star is no longer as attractive as it once was. The share price is pricing in a lot of good news at a time when operational challenges remain, and the gold price itself may be closer to a peak than the start of another major leg higher.

    With that in mind, I’d rather look elsewhere.

    Why Northern Star shares look expensive from here

    Northern Star’s recent gains have been driven far more by external factors than by a step-change in its operations. A surging gold price has lifted the entire sector, and Northern Star has been a clear beneficiary.

    The problem is that gold shares tend to be very sensitive once momentum turns. With the gold price already at extreme levels, even a period of consolidation could take the shine off gold miners. If prices pull back meaningfully, stocks that have already delivered 50% gains can fall just as quickly.

    On top of that, Northern Star continues to face operational issues across assets. Execution risk matters much more when valuations are elevated and expectations are high.

    For me, that makes the downside harder to ignore.

    Why I prefer BHP for large-scale exposure

    If I’m allocating fresh capital today, I’d rather own BHP Group Ltd (ASX: BHP) shares.

    BHP offers exposure to copper, iron ore, and other critical commodities, with copper being the key attraction right now. Structural demand from electrification, renewable energy, and data centre infrastructure continues to build, and copper sits right at the centre of that theme.

    Unlike gold, copper demand is tied directly to economic activity and long-term infrastructure investment. BHP’s scale, balance sheet strength, and low-cost assets give it flexibility across cycles, and its cash generation remains exceptional.

    If commodity prices soften, BHP has far more resilience than most single-commodity producers.

    Rio Tinto Ltd (ASX: RIO) is another solid alternative.

    Like BHP, Rio has meaningful copper exposure and is investing to grow production over time. It also benefits from scale and long-life assets, which help reduce operational risk.

    That said, if I had to choose between the two, I still lean toward BHP. Its diversification, balance sheet, and capital-allocation track record give me greater confidence when markets inevitably turn more volatile.

    Foolish Takeaway

    Northern Star shares have had a great run, but after a 50% rally and with gold prices already extremely high, the risk-reward looks less compelling to me.

    Instead, I’d rather own high-quality, diversified miners like BHP, with Rio Tinto as a solid secondary option. For investors thinking long term, copper exposure through global mining leaders feels like a more durable way to position capital from here.

    The post I would skip Northern Star shares and buy these ASX stocks appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BHP Group right now?

    Before you buy BHP Group shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and BHP Group wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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    Motley Fool contributor Grace Alvino has positions in Northern Star Resources. 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 recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Top brokers name 3 ASX shares to buy today

    A financial expert or broker looks worried as he checks out a graph showing market volatility.

    Many of Australia’s top brokers have been busy adjusting their financial models and recommendations again. This has led to the release of a number of broker notes this week.

    Three ASX shares that brokers have named as buys this week are listed below. Here’s why their analysts are feeling bullish on them right now:

    CAR Group Limited (ASX: CAR)

    According to a note out of Morgans, its analysts have upgraded this auto listings company’s shares to a buy rating with a $35.20 price target. Morgans was pleased with the company’s half-year result and described it as strong overall. It was particularly pleased with the double-digit growth it achieved in key offshore markets and the robust growth it reported locally. The broker highlights that CAR Group shares are trading on ~22x estimated FY 2027 earnings, which it views as an attractive entry point given its double-digit EPS growth profile. The CAR Group share price is trading at $26.83 this afternoon.

    Electro Optic Systems Holdings Ltd (ASX: EOS)

    A note out of Ord Minnett reveals that its analysts have retained their speculative buy rating and $12.72 price target on this defence technology company’s shares. This follows the release of a response to a scathing short seller attack from Grizzly Reports. The broker was pleased with management’s response and appreciates the improved clarity on existing contracts. Overall, it remains positive on the investment opportunity here, highlighting that EOS stands to benefit from geopolitical tensions and rising defence spending, as well as a substantial unconditional order book. The EOS share price is fetching $6.69 at the time of writing.

    WiseTech Global Ltd (ASX: WTC)

    Analysts at Bell Potter have retained their buy rating on this logistics solutions technology company’s shares with a reduced price target of $87.50. According to the note, the broker highlights that WiseTech’s shares have fallen so hard they are now trading on their lowest forward EV/EBITDA multiple in almost a decade on the ASX boards. The broker feels that this selloff has created a key buying opportunity for investors and sees significant value in its shares at current levels. The WiseTech share price is trading at $49.86 on Wednesday afternoon.

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

    Should you invest $1,000 in CAR Group Ltd right now?

    Before you buy CAR Group Ltd shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and CAR Group Ltd wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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

  • Is now the time to invest in EOS shares?

    A child dressed in army clothes looks through his binoculars with leaves and branches on his head.

    Electro Optic Systems Holdings Ltd (ASX: EOS) shares have been volatile in recent days. Since the company released its response, selling pressure appears to have finally eased.

    After emerging from a trading halt on Tuesday, EOS shares fell sharply from $6 to an intraday low of $5.05. However, buyers stepped in, with the stock rebounding strongly to close at $6.71.

    Today, EOS shares are trading slightly lower at $6.63, down 1.19%.

    While the share price has edged lower, recent trading suggests panic selling has eased, and investors are reassessing the business on fundamentals.

    What did EOS say in its response?

    EOS released a detailed 15-page response addressing the claims made by short seller Grizzly Research.

    The company rejected the report’s conclusions and said the allegations were misleading and selective. Importantly, EOS did not disclose any new accounting issues or regulatory breaches.

    On the high energy laser contract in South Korea, EOS reiterated that the agreement was always disclosed as conditional. The company also confirmed that the contract was never included in its reported backlog figures, which directly addresses concerns that near-term revenue had been overstated.

    EOS also defended its acquisition of MARSS, explaining that the business expands its software and command-and-control capabilities, which are increasingly vital for counter-drone systems. Management said the acquisition was the result of a structured review process and was supported by due diligence across multiple jurisdictions.

    On cash flow and funding, EOS highlighted its strengthened balance sheet following the sale of its EM Solutions business.

    A closer look at the balance sheet

    As at the end of January, EOS reported cash of approximately $128 million. The company also has access to a $100 million committed debt facility.

    One of the key issues raised by the short seller was funding risk. Based on the company’s disclosures, EOS does not appear to be under immediate pressure to raise capital.

    EOS also reported an unconditional contract backlog of around $459 million as at 31 December 2025. That backlog provides revenue visibility over the next few years and excludes the conditional Korean laser contract.

    Why investors are still interested

    EOS operates in defence markets where demand is growing. Rising global defence spending, increased focus on counter-drone technology, and interest in directed energy weapons all support long-term demand for the company’s products.

    The recent sell-off has also materially changed the valuation. EOS shares are now down around 33% over the past month, despite no change to the company’s core assets or long-term opportunity.

    That does not mean the risks have disappeared. Contract timing, execution risk, and share price volatility remain issues investors need to factor in.

    Foolish Takeaway

    EOS shares remain unsettled, but the sharp rebound after the trading halt suggests the market has begun to digest the company’s response.

    At current levels, the balance between risk and reward looks more compelling than it did a few weeks ago.

    The post Is now the time to invest in EOS shares? appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Electro Optic Systems Holdings Limited right now?

    Before you buy Electro Optic Systems Holdings Limited shares, consider this:

    Motley Fool investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and Electro Optic Systems Holdings Limited wasn’t one of them.

    The online investing service he’s run for over a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.*

    And right now, Scott thinks there are 5 stocks that may be better buys…

    * Returns as of 1 Jan 2026

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    Motley Fool contributor Aaron Teboneras has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Electro Optic Systems. 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.