Share prices of over $100 can feel daunting, particularly for new investors. But if the value is there, there is no reason not to consider owning fewer shares at a higher price point. Here are five ASX stocks currently priced at over $100 that remain good value.

CSL Ltd (ASX: CSL)

Australian-based multinational biopharma powerhouse, CSL, has long been an investor darling, known for its reliable returns and healthy dividends.

Twelve months ago, it was trading around the $270 mark. Today, it is sitting at around $180 per share. This swing is likely driven by its revenue downgrades for FY2026 in October, investor concerns about efficiencies as the company looks to restructure, and changes in vaccination behaviour in the US.

For me, this presents a rare opportunity for long-term investors. Despite some recent upheaval, CSL boasts a strong track record of consistent execution, solid earnings, a defensive moat, and a robust growth pipeline – excellent fundamentals that suggest this could be a short-term drop.

Macquarie Group Ltd (ASX: MQG)

Diversified financial services powerhouse, Macquarie Group, has been a solid performer for decades. And this is reflected in its share price performance, which is up 50% over the last five years. But in the last year, it has seen some small declines, down 6%, which may be your opportunity to buy into a quality investment.

Despite prices remaining above the $200 mark, I think upside remains. Macquarie Group offers a solid long-term growth outlook, an attractive dividend profile, and positioning as a market leader in several high-growth industries, including infrastructure and renewable energy.   

REA Group Ltd (ASX: REA)

Market leader, REA, is best known to consumers for the popular realestate.com.au property search website. It also offers commercial property search, mortgage broking, and property data services, with revenue streams in Australia and Asia.

Over the last year, it has experienced share price declines of around 35%, from around $270 in early February 2025 to below the $170 mark in early February 2026. The fall has been potentially spurred by several factors, including softer listing volume in 2025, earnings pressure, and investor concern about its high valuation.

That said, it continues to deliver solid results. Analysts can see the upside at current prices, as can the company itself, if recent buybacks are anything to go by.

If you’re thinking about making a move on REA, you have an attractive entry point right now.

Cochlear Ltd (ASX: COH)

Implantable hearing device pioneer Cochlear has been leading the way in treating hearing loss for over 40 years. It is widely known for its disciplined approach, characterised by low debt, solid capital management, and consistent cash generation.

In the last 12 months, it too has seen some share price declines, dropping 18%. It’s likely these were mostly driven by concerns about high valuations, given that Cochlear continues to deliver impressive results.

And conditions are ripe for this market leader to continue delivering in the long term. It already has robust global operations that generate the majority of its revenue, and that’s likely to grow given the world’s ageing population. In fact, the World Health Organization predicts that 1 in 10 people globally will require hearing intervention by 2050, up from 1 in 20 today.

For me, Cochlear’s recent share price falls are likely short term and provide an excellent opportunity for investors looking to get in on a quality stock with a long-term runway for success.

Pro Medicus Ltd (ASX: PME)

Pro Medicus is a leading provider of radiology and imaging software to hospitals and imaging companies. Its dominant position in the market, capital-light SAAS model, and notable customer retention rates have all made it an investor favourite.

It has experienced significant share price volatility over the last 12 months, dropping from circa $285 a year ago to around $160 right now. This was likely driven by broader softening in the tech sector and overvaluation concerns amongst investors.

Right now, for me, it’s a buy. It has exceptional financials, a positive long-term outlook, and is successfully growing its footprint in the lucrative US market. In an industry that is being reshaped by AI, Pro Medicus is poised to continue delivering.

The post 5 ASX stocks that are still good value at over $100 a share appeared first on The Motley Fool Australia.

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

Codan Ltd (ASX: CDA) shares were one of the standouts in 2025. And the tech company hasn’t disappointed so far this year, surging 27%.

Codan shares opened the trading week with a gain of 4.4% to $36.10.

That move caps a stunning run. Codan shares are now up 121% over the past 12 months, cementing their place among the ASX’s top-performing tech stocks.

So, what’s powering the rally — and is there still upside left?

Tech, just not the usual kind

Codan isn’t your standard ASX tech darling. Based in Adelaide, it runs a dual-engine business spanning communications and metal detection. It’s a rare combo that gives it leverage to both defence budgets and goldfields.

Right now, that mix is paying off.

The communications arm has become the real growth engine for Codan shares. It designs mission-critical communications systems, drones, and defence and public-safety equipment. As global defence spending ramps up, Codan is steadily reducing its reliance on the boom-and-bust cycles of gold prospecting.

That said, Minelab still matters — a lot. Acquired nearly 20 years ago, the brand remains a global leader in metal detection, with products used by everyone from weekend gold hunters to humanitarian demining teams and security agencies.

Gold, growth, and a dream run

Codan shares were on fire in 2025, and they’ve been keeping the rally alive in the first weeks of the new year. In January, the $6.3 billion tech stock surged to fresh all-time highs. This came after the company delivered a standout first-half FY26 trading update.

The company expects group revenue of approximately $394 million for the half. This represents a growth of around 29% compared to the prior corresponding period. Underlying net profit after tax (NPAT) is expected to be at least $70 million, up roughly 52% year on year.

The next test Codan faces will be when it reports the first-half results on 19 February. Any further gains will likely depend on Codan delivering solid margins and cash flow. 

Valuation reality check

Now, valuation looks like the pressure point. After such a blistering run, some analysts are increasingly warning that a lot of the good news may already be priced in.

Broker sentiment has cooled noticeably. Most now see Codan shares trading closer to fair value, with consensus recommendations sitting around neutral.

The average 12-month price target of $39.01 implies 8% upside from current levels.

Bell Potter lifted its earnings forecasts and valuation after the Codan trading update in mid-January. However, the broker believes the ASX share is now fairly priced after its strong rally.

It has reiterated its hold rating and raised its price target to $36.70, up from $27.80. This is broadly in line with the current share price of around $36.10.

The post How much further can the Codan shares rally run? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther 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.

For more than a decade, US stocks have done the heavy lifting for global equity returns. 

From Big Tech dominance to relentless earnings growth, American markets have rewarded investors who stayed the course.

However, thoughtful investors know markets move in cycles. Leadership changes. And when one region stumbles or simply delivers more modest returns, others can quietly step into the spotlight.

That is where emerging markets may come back into focus and why this ASX ETF could be an opportunity if US stocks disappoint.

A strong but narrowing US run

There is no denying the strength of the US markets in recent years. In 2025, American shares delivered a better-than-average year, supported by resilient consumer demand, strong corporate balance sheets, and the obvious enthusiasm for artificial intelligence and productivity gains. ETF investors did well, with total returns, including dividends, of 17.88% for the 2025 calendar year.

However, that performance has also led to concentration risk. A small number of mega-cap companies now account for a significant share of index returns. Valuations were elevated by historical standards, and expectations for continued earnings growth are high in 2026.

If those expectations are merely met — rather than exceeded — future returns may be more subdued.

This does not mean US stocks are destined to fall. It simply raises a reasonable “what if” question for long-term investors building diversified portfolios.

Emerging markets quietly outperformed in 2025

While US stocks captured headlines, emerging markets delivered a quietly impressive year in 2025.

Across Asia, Latin America, and parts of Eastern Europe, equity markets benefited from easing inflation pressures, stabilising interest rates, and improving economic momentum. In several regions, earnings growth outpaced developed markets, helped by younger populations, rising consumption, and improving productivity.

Importantly, emerging markets entered 2025 from a position of relative valuation discount after years of underperformance. That combination — improving fundamentals and lower starting valuations — helped produce returns that rivalled, and in some cases exceeded, those of the US.

Why 2026 could keep the theme alive

Looking ahead to 2026, several structural factors continue to support the emerging markets case.

Many emerging economies now have healthier balance sheets than in past cycles, with higher foreign exchange reserves and more flexible currencies. Supply chains are also diversifying, with manufacturing, energy, and technology investment spreading beyond traditional developed markets.

At the same time, demographic trends remain favourable. Growing middle classes across Asia and parts of Latin America continue to drive demand for housing, healthcare, financial services, and technology.

None of this guarantees another strong year. But it does suggest emerging markets remain relevant for investors thinking beyond a single economic cycle.

One simple way to gain exposure

For Australian investors, the iShares MSCI Emerging Markets ETF (ASX: IEM) offers a straightforward way to access this theme.

Rather than betting on individual countries or companies, the ETF provides broad exposure across dozens of emerging economies and hundreds of businesses. That diversification matters in a region where political, regulatory, and economic conditions can change quickly.

For long-term investors, it can act as a complement to US-heavy portfolios, helping reduce reliance on a single market driving returns.

Foolish Takeaway

This is not a call to abandon US stocks. They remain home to some of the world’s strongest businesses.

However, if US markets deliver more modest returns in the years ahead, emerging markets could matter a lot more than many investors expect. Having diversified exposure in place before leadership changes is often easier than reacting after the fact.

The post If US stocks disappoint, this overlooked ASX ETF could matter a lot more appeared first on The Motley Fool Australia.

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Motley Fool contributor Leigh Gant 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 iShares S&P 500 ETF. The Motley Fool Australia has recommended 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.

DroneShield Ltd (ASX: DRO) has appointed Michael Powell as Chief Operating Officer, as it looks to the future with significant growth plans across Europe and the US.

Mr Powell, the company said, had deep experience in defence and related fields.

The company went on to say:

Michael brings more than 25 years of senior executive and operational leadership experience across defence, aerospace, secure communications, simulation, railway and critical infrastructure markets. His career includes senior roles such as Chief Operating Officer, Managing Director, and Operations Director at leading international organizations including Thales Australia and Knorr-Bremse, where he led large, multinational teams and managed complex, multi-hundred-million-dollar operational portfolios. Across these roles, Michael has built and scaled global manufacturing and supply-chain operations, led international business turnarounds, and delivered large-scale operational transformation programs, balancing execution discipline with the demands of high-reliability, mission-critical customers.

Building out the supply chain

The company said in his new role, Mr Powell would be responsible for scaling up DroneShield’s global operations, “strengthening delivery and sustainment capability, and aligning engineering, manufacturing, and supply-chain functions to support the company’s expanding product portfolio and growing international customer base”.

DroneShield Chief Executive Officer Oleg Vornik said Mr Powell was a “proven operator with deep experience delivering complex programs at global scale”

As demand for counter-UAS (unmanned aerial systems) capability continues to accelerate, his leadership will be instrumental in ensuring DroneShield scales with discipline, resilience, and a relentless focus on customer outcomes.

Revenue growing

DroneShield, in late January, released its second-quarter activities report, in which it reported fourth-quarter revenues of $51.3 million, up 94% on the previous corresponding quarter.

While the figure was well up on the same quarter the previous year, revenue was down from $92.9 million in the third quarter of 2025.

The company said at the time it had committed revenue of $95.6 million for 2026, compared with negligible committed revenue at the start of 2025.

Operating cash flow was $7.7 million for the quarter.

The company also announced in mid-January that it had been selected as a supplier for the Australian Government’s LAND 156 project.

Selection as a supplier does not guarantee any contracts will flow; however, it does allow defence to procure from the company.

DroneShield said at the time:

While the dollar amount of expected sales associated with the Line of Effort 3 results cannot be quantified at this time, it is expected to be material as the demand for counterdrone solutions rises, and the Company will provide further guidance when available.

DroneShield shares have been under pressure lately, falling from levels around $4.70 in late January to $3.15 currently.

The post DroneShield appoints Chief Operating Officer with deep defence expertise appeared first on The Motley Fool Australia.

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

BlueScope Steel Ltd (ASX: BSL) shares are on a tear. The industrial heavyweight last month surged to a fresh all-time high, and this year the share price has ascended by 20%.

That caps off a 34% gain over 12 months and firmly puts BlueScope back in the spotlight.

Once seen as a steady but cyclical operator, BlueScope shares are now enjoying renewed momentum. And there’s more than one reason why.

Takeover bid lights the fuse

The immediate spark behind the rally was takeover interest. A non-binding, indicative proposal from a consortium led by SGH Ltd (ASX: SGH) and Steel Dynamics, Inc (NASDAQ: STLD) put a clear valuation marker on the stock.

The $30-per-share cash offer represented a meaningful premium to where BlueScope shares had been trading and forced a rapid re-rating as investors priced in deal potential. While the board unanimously rejected the approach, the bid reignited interest in a stock that was already trending higher.

Strength beyond the takeover noise

This rally isn’t just about corporate action. BlueScope enters this phase from a position of strength.

Australian construction activity has picked up, boosting demand for premium-coated and painted steel products such as Colorbond and Zincalume. Meanwhile, BlueScope’s diversified footprint across Australia, North America, and Asia provides multiple earnings levers.

Its North American operations have been particularly resilient, supported by infrastructure spending and disciplined industry capacity. Strong cash generation has flowed through to dividends and capital management, enhancing BlueScope’s appeal to income-focused investors.

BlueScope has recently declared a large special dividend, which has lifted shareholder returns. When special dividends are included, BlueScope’s effective yield for the year moves above 5%, making it attractive for income investors who are comfortable with some cyclicality.

Operationally, management has also shown it can navigate steel’s brutal cycles. Better cost control, improved product mix, and a shift toward higher-value products have helped smooth earnings volatility compared with past cycles.

Global steel cycles

Of course, this is still a steel business. BlueScope shares remain exposed to global steel cycles and face elevated energy and raw-material costs, especially in Australia. The board has flagged these pressures as a real threat to domestic manufacturing competitiveness.

The recent profit collapse — down nearly 90% after an impairment in the US coated-products division — also exposed weaker pockets within the portfolio. Add in relatively modest returns on equity versus global peers, and questions around capital efficiency remain.

What next for BlueScope shares?

From here, the outlook hinges on two things.

First, whether further takeover interest emerges, which could push shares higher or at least provide a valuation floor.

Second, whether operating conditions stay supportive enough to justify BlueScope’s richer valuation even without a deal. More will be revealed when the ASX share releases its H1 2026 results on 16 February.

For now, analysts remain broadly positive. Most rate BlueScope shares a buy or strong buy. The average 12-month price target sits around $32.73, with bullish forecasts reaching $37.

This suggests up to 28% upside from the $28.91 price at the time of writing.

The post Is there more to come from BlueScope shares after 34% jump? appeared first on The Motley Fool Australia.

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Motley Fool contributor Marc Van Dinther has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Steel Dynamics. 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.

ASX small-cap sentiment has been gaining steam over the last 12 months. 

Despite coming with significant volatility, experts have suggested that conditions could be favourable for small caps. 

According to VanEck, valuations for global small caps are reasonable/attractive relative to global large caps (MSCI World Index), with valuations close to 25-year lows.

Here in Australia, ASX small-cap shares outperformed larger players by almost 2.5 times in 2025.

New analysis from two brokers has identified two more exciting small caps that should be on investors’ radars this year. 

Alpha HPA Ltd (ASX: A4N) 

Alpha HPA is an Australian mining company specialising in high purity alumina (HPA). HPA is a key component of lithium-ion batteries, LED lighting, and has other essential commercial applications.

A4N’s HPA First Project in Gladstone (Queensland) is aiming to supply high-purity aluminium-based products to the semiconductor, lithium-ion battery, and light emitting diode (LED) manufacturing sectors. 

The project’s proprietary technology is expected to disrupt incumbent HPA production. This is through delivering ultra-high purity products with significantly lower unit costs.

The company has drawn a speculative buy recommendation from Bell Potter. 

In a note out of the broker yesterday, it said the company recently completed a $225m equity placement. This will support delivery and commercialisation of the HPA First Stage 2 Project. 

The placement was supported by the Australian Government’s National Reconstruction Fund Corporation. 

Bell Potter said A4N is now expecting higher product prices, boosting potential revenue. The project’s profits are also projected to grow, with EBITDA estimated at $289 million. 

On the other hand, the project will cost more to build, with capital costs now at $699 million. 

First production is slightly delayed, now expected in FY28, about six months later than originally planned.

The team at Bell Potter currently has a price target of $1.50 on this ASX small cap. 

From yesterday’s closing price of $0.72, that indicates an upside of 108.33%. 

A4N’s HPA First process has a competitive advantage in the production of aluminabased thermal interface fillers and Chemical Mechanical Planarization abrasives for the semiconductor sector.

A Stage 1 facility commissioned in 2022 has technically derisked the process and is providing product for market outreach and customer qualification.

Island Pharmaceuticals Ltd (ASX: ILA)

Island Pharmaceuticals is an ASX-listed biotech company developing its flagship drug ISLA-101 against mosquito diseases.

In a note out of Morgans last week, the broker said The FDA has provided formal confirmation and alignment on Galidesivir’s Animal Rule development pathway, setting out a clear two-stage program and materially de-risking the asset. 

The update represents the strongest regulatory signal to date that Galidesivir is on a viable, accelerated path toward approval as a US biodefence countermeasure and supports multiple potential value levers including a Priority Review Voucher.

ILA has also announced it has raised A$9m at A$0.35, which the company believes will be ample funding to see Galvesivir through to potential marketing approval, as well as sufficient excess to advance other opportunities in Ebola and Sudan Viruses.

The post Two exciting ASX small caps to watch according to brokers appeared first on The Motley Fool Australia.

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• If US stocks disappoint, this overlooked ASX ETF could matter a lot more
• DroneShield appoints Chief Operating Officer with deep defence expertise
• Is there more to come from BlueScope shares after 34% jump?
• Why this ASX dividend share’s a retiree’s dream
• How much could the REA Group share price rise in the next year?

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.

I believe the ASX dividend share WCM Global Growth Ltd (ASX: WQG) could be a top pick for retirees.

I’ve been a fan of the exchange-traded fund (ETF) version of the strategy for a while, and I think the listed investment company (LIC) has a compelling future for passive income too.

A LIC’s job is to invest in other assets and hopefully generate investment returns for shareholders, which translates into accounting profits that can be turned into dividend payments.

WCM is a fund manager headquartered in Laguna Beach, California. It is deliberately far away from Wall Street in New York.

The WCM Global Growth is a strong pick for retirees because of how it generates returns and the dividend payments it’s providing.

High-quality international shares

The ASX dividend share targets a global portfolio of shares, giving Aussies diversification and access to shares that we would not otherwise have exposure to. That’s particularly true if a retiree’s portfolio is extremely focused on Australian assets.

In terms of the stock-picking strategy, the investment team at WCM believes that the direction of a company’s competitive advantage is far more important for driving shareholder returns than its size.

In other words, WCM is looking to invest in companies that are getting better over time. To identify the moat trajectory, the fund manager uses a “forward-looking lens focused on incremental change, as opposed to a backward-looking lens focused on static criteria.”

Another key element for WCM, which the team thinks is a hidden advantage, is the culture of a business. WCM explains:

We believe culture is the most understudied and underappreciated facet of investing. Culture is a set of norms that shape behaviour, rather than simply values on the wall. We employ a team of dedicated culture research analysts who work in tandem with academics and practitioners.

We have developed a robust framework to evaluate cultures, with a process centred around a proprietary set of questions, increasingly complemented by quantitative data.

There are approximately 20 to 40 stocks in the portfolio, which typically come from sectors like consumer, technology, and healthcare.

Impressively, the LIC’s portfolio has delivered an average net return per year of 16.5% since inception in June 2017. I’m not forecasting the return to be as strong over the next decade, but I’m optimistic about the outlook.  

The ASX dividend share’s appeal for passive income

The business has steadily increased its annual dividend per share since FY19, indicating seven years of regular dividend growth for shareholders.

In FY23, the ASX dividend share shifted to paying dividends quarterly to shareholders, giving investors (including retirees) more regular passive income.

The company has guided that it will steadily increase its quarterly dividend in 2026. The guided payouts expected in 2026 amount to 9.01 cents per share.

If the business does pay that, it translates into a forward grossed-up dividend yield of 6.9%, including franking credits, at the time of writing. The share price is trading at a decent discount to the latest weekly net tangible assets (NTA).

The post Why this ASX dividend share’s a retiree’s dream appeared first on The Motley Fool Australia.

More reading

• If US stocks disappoint, this overlooked ASX ETF could matter a lot more
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• Is there more to come from BlueScope shares after 34% jump?
• Two exciting ASX small caps to watch according to brokers
• How much could the REA Group share price rise in the next year?

Motley Fool contributor Tristan Harrison 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 REA Group Ltd (ASX: REA) share price has dropped an incredible 31% over the past six months, a significant decline for a business worth tens of billions of dollars. But analysts are optimistic that the business can rebound in the coming year.

REA Group is an online advertising business that specialises in real estate, with its key business being realestate.com.au. It also has businesses across mortgage broking, property data, commercial real estate advertising, and more. It also has investments across international websites, including a majority ownership of REA India.

The business recently reported its results for the six months to 31 December 2025. With its core operations, it reported revenue growth of 5% to $916 million, underlying operating profit (EBITDA excluding associates) growth of 6% to $569 million, and net profit growth of 9% to $341 million.

Is the REA Group share price an opportunity?

Broker UBS believes that the sell-off appears overdone as the AI narrative “continues to dominate”, with competition also potentially weighing on the stock.

The broker suggested that the core residential business performed as expected, which gave UBS comfort on the sustainability of the growth in the medium term.

UBS said that the concerns are valid, but they have yet to see meaningful evidence of those impacts in the results.

REA Group continues to believe that it can deliver rising profit margins, which the broker thought was “positive in light of market’s fears on AI cost pressure”.

UBS said that while AI spend is increasing, it is a “new tool” to help optimise customer experience and substitute existing tech spend, rather than adding incremental pressure on cost growth.

The broker commented on its potential to deliver yield growth:

We remain confident on REA’s ability to deliver double digit yield growth over next 3 years (UBSe +13%). For FY27e, we see a likely mid to high single digit price rise in FY27e plus mid single digit contribution from further penetration of Amax and Luxe. This is despite potential discounting behaviour from competitors.

Industry feedback suggests REA still delivers largest number of buyer enquiry leads to agents, driven by continued growth in audiences (146.1m avg monthly visits in 1H26, vs 132.2m in FY25). Management noted traffic from AI remains from AI remains <1% and recently declined (although early days), further suggesting strength in direct eye-balls to platform.

How much capital growth could it deliver?

The business is rated as a buy by UBS, with a price target of $218.90, implying a possible rise of around 28% within the next year from where it is at the time of writing.

UBS explained that the business seems cheap compared to its valuation multiples of the last five years:            

We reiterate our Buy rating on REA. Whilst difficult to know where the valuation support would be in the current market environment, REA is trading today on 18.5x fwd EBITDA, 31x fwd P/E both more than 1SD below last 5yr averages, which we view as attractive for a stock continuing to deliver resilient double digit earnings growth, and most AI defensive across our Online Classifieds coverage.

The post How much could the REA Group share price rise in the next year? appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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.

Sonic Healthcare Ltd (ASX: SHL) shares have lagged the broader market over the past year due to concerns around growth, cost control, and execution.

However, Bell Potter believes the ASX 200 share still offers meaningful upside from current levels, alongside an attractive dividend yield.

Here is what the broker is saying.

What is the broker saying?

Bell Potter expects the diagnostics giant to deliver solid earnings growth when it reports its first half results this month, driven largely by acquisitions and steady demand across its core divisions. Though, it concedes that its estimates are below what the consensus is expecting. The broker said:

SHL is expected to report its 1H26 result on 19th February. We have not made changes to our forecasts but summarise our key estimates. We expect a c.10.6% YoY increase in revenue and a c.15.6% YoY increase in EBITDA in reported terms.

We are c.3.1% below consensus on revenue and now c.0.2% above consensus on EBITDA. At the FY25 result, we were c.$10m below consensus, but VA consensus has gradually reduced to meet our estimate. Our EBITDA estimate of c.$1.96b is at the low end of guidance range of c.$1.94b to c.$2.02b.

Looking ahead, Bell Potter believes acquisitions will remain the key growth driver in FY 2026, particularly in pathology. It adds:

The primary growth driver of performance should be the acquired growth in the Pathology business of c.11.7% due to the impact of the LADR acquisition which will have a full-year impact in FY26. The Radiology business should perform around industry trend at c.5.5% growth, while the SCS division is expected to generate c.3.5% growth.

Key issues for investors

While Bell Potter remains positive overall, it highlights several areas investors will be watching closely at the upcoming result. The broker explains:

Key issues for investors to consider include 1) progress on integrating the LADR acquisition and realising synergies, 2) evaluating efforts to control costs overall, 3) assessing the performance of the US business which lags the two leading players, and 4) assessing the agenda of the new CEO Dr Jim Newcombe.

Major upside potential

According to the note, the broker has retained its buy rating on the ASX 200 share with a reduced price target of $28.50. Based on its current share price of $21.98, this implies potential upside of 30% for investors over the next 12 months.

In addition, the broker is forecasting a partially franked 5% dividend yield in both FY 2026 and FY 2027.

Commenting on its buy recommendation, the broker said:

While SHL has outperformed the XHJ, it has materially underperformed the broader market, reflecting concerns with growth and cost control. If the new CEO can impress investors with financial performance and strategy, we believe upside remains in SHL.

The post This ASX 200 share could rise 30% and pay a 5% dividend yield appeared first on The Motley Fool Australia.

More reading

• 3 quality ASX dividend shares to buy for passive income in 2026
• Forget term deposits and buy these ASX dividend shares
• These excellent ASX dividend shares offer 4% to 6.7% yields
• 3 high-yield ASX dividend shares that smash term deposits
• My 3 best ASX dividend-focused stocks to buy in February

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

Do you have room in your income portfolio for some new holdings in February?

If you do, then it could be worth considering the three ASX dividend shares in this article that brokers rate as buys.

Here’s what they are recommending to clients:

Cedar Woods Properties Limited (ASX: CWP)

The team at Bell Potter thinks that Cedar Woods could be an ASX dividend share to buy this month.

It is one of Australia’s leading property companies, owning a high-quality portfolio that is diversified by geography, price point, and product type. The broker believes that this leaves it well-positioned to be a big winner from Australia’s chronic housing shortage.

Bell Potter expects this to support dividends per share of 35 cents in FY 2026 and then 39 cents in FY 2027. Based on its current share price of $7.61, this equates to 4.6% and 5.1% dividend yields, respectively.

The broker has a buy rating and $10.00 price target on its shares.

Charter Hall Retail REIT (ASX: CQR)

Another ASX dividend share that could be a buy this month is the Charter Hall Retail REIT.

It is a property trust that owns a diversified portfolio of convenience-based retail centres anchored by supermarkets, service stations, and essential services.

These types of assets tend to be highly defensive, as shoppers continue to spend on groceries and everyday necessities regardless of economic conditions. Combined with long lease terms and high-quality tenants, Charter Hall Retail has good visibility over rental income, which supports consistent distributions to unitholders.

Citi is a fan of the company and is expecting some big dividend yields in the near term. The broker is forecasting dividends per share of 25.5 cents in FY 2026 and then 26 cents in FY 2027. Based on its current share price of $3.92, this would mean dividend yields of 6.5% and 6.6%, respectively.

Citi has a buy rating and $4.50 price target on its shares.

Harvey Norman Holdings Ltd (ASX: HVN)

A third ASX dividend share that could be a buy according to brokers is Harvey Norman.

It is a retail giant with a unique franchise model that generates robust cash flows and provides flexibility during challenging retail environments.

In addition to its core electronics and furniture operations, Harvey Norman owns a substantial property portfolio. That adds another layer of income stability and has supported generous dividend payments over time.

Bell Potter remains positive on the retailer. It believes the company is positioned to pay fully franked dividends per share of 30.9 cents in FY 2026 and 35.3 cents in FY 2027. Based on its current share price of $6.48, this represents dividend yields of 4.8% and 5.4%, respectively.

The broker has a buy rating and $8.30 price target on its shares.

The post Brokers name 3 ASX dividend shares for income investors to buy appeared first on The Motley Fool Australia.

More reading

• Charter Hall Retail REIT posts higher earnings and distributions in 1H FY26
• Forget term deposits and buy these ASX dividend shares
• Why these ASX dividend shares could be top picks for income investors in February
• Are these ASX REITs a buy, hold or sell this earnings season?
• 3 ASX dividend shares that still beat bank interest rates

Citigroup is an advertising partner of Motley Fool Money. Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has positions in and has recommended Charter Hall Retail REIT and Harvey Norman. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.