• Are these two struggling consumer staples shares a bargain?

    Two men clink whisky glasses while sitting at a table.

    Consumer staples shares haven’t had the most fruitful year. The S&P/ASX 200 Consumer Staples (ASX:XSJ) index is down 0.63%. 

    For context, in 2025, the S&P/ASX 200 Index (ASX: XJO) is up roughly 5%. 

    The best performing sectors have been industrials and materials. These sectors have risen between 11-20% so far. 

    However, when sectors underperform, there can be an opportunity to buy low. 

    Here are two consumer staples shares that might fit that profile. 

    Endeavour Group Ltd (ASX: EDV)

    Endeavour Group is the largest consumer staples stock other than supermarket giants Coles Group Ltd (ASX: COL) and Woolworths Group Ltd (ASX: WOW). 

    It is an alcoholic beverages retailer, hotel operator, and poker machines operator. 

    Endeavour’s portfolio includes Australia’s largest retail drinks network mainly across its Dan Murphy’s and BWS brands. These account for approximately half of all off-premises retail liquor sales in Australia. 

    Its share price has fallen almost 11% in 2025. 

    Experts noted the company’s financial results may have fallen below expectations this year. 

    However, there could be a rebound for these consumer staples shares in 2026. 

    It was amongst Macquarie’s top picks in the sector earlier this month. 

    The broker said on-premise alcohol sales have strengthened as well, rising about 3% year-on-year, potentially helped by the first Ashes test in late November.

    Furthermore, in a report out of Bell Potter on December 12, the broker said it prefers Woolworths and Endeavour Group competitor over Coles. 

    It expects the two to show better-looking growth numbers in the future and to benefit more from people spending outside the home.

    A continued preference for WOW/EDV over COL citing the cycling of softer comps in 2Q26-3Q26 due to supply chain issues in FY25 and the greater exposure they offer to OOH.

    With the broker’s price target of $4.30, there is a potential upside of almost 15%. 

    Ridley Corporation Ltd (ASX: RIC)

    Ridley Corporation is another consumer staples share that has underperformed this year.

    The company is an animal feed manufacturer, engaged in the production and market of stock feed and animal feed supplements.

    In 2025, its share price has fallen 5% despite the company posting solid earnings in FY25. 

    The FY25 EBITDA from continuing operations was $97.8 million, up 8.6% on FY24. 

    Therefore, it could also be a buy-low opportunity within the sector.

    Shares closed yesterday at $2.56 each. However TradingView has a 12 month price target of $3.35. 

    This indicates an upside of more than 30%. 

    The post Are these two struggling consumer staples shares a bargain? appeared first on The Motley Fool Australia.

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

    Before you buy Endeavour 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 Endeavour 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 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.

  • Freightways Group to acquire VT Freight Express in $71m deal

    two businessmen shake hands in a close up mid-level shot with other businesspeople looking on approvingly in the background.

    The Freightways Group Ltd (ASX: FRW) share price is in focus after the company announced it will acquire VT Freight Express in a deal worth A$71 million. VT Freight Express generated A$77 million in revenue over the past year, with the transaction expected to be 6% earnings per share accretive from year one.

    What did Freightways Group report?

    • Acquisition of VT Freight Express (VTFE) for A$71 million (subject to adjustments)
    • VTFE revenue of A$77 million in the 12 months to October 2025
    • Deal expected to lift Freightways’ earnings per share by 6% in the first year
    • VTFE operates across all Australian states and territories, with 87 contractors and 49 staff
    • Acquisition funded through existing and new bank debt facilities

    What else do investors need to know?

    The acquisition gives Freightways a stronger foothold in Australia’s express delivery market, particularly in the business-to-business (B2B) segment. VTFE B2B services cover many industries, from building and healthcare to retail and plumbing, and will complement Allied Express, which focuses on B2C deliveries.

    VTFE has operated with an asset-light model since its founding in 2010, using a contractor fleet and leased facilities – a model familiar to Freightways and its existing operations. Following completion, VTFE will continue under its own leadership while sharing resources where it makes sense.

    What’s next for Freightways Group?

    Completion of the VTFE acquisition is expected on or after 30 January 2026, subject to customary conditions. This deal aligns with Freightways’ multi-brand strategy, aiming to grow its market share in Australia and open more B2B growth opportunities.

    The company also intends to maintain a focus on organic growth and further M&A activity, leveraging its enhanced market position in the competitive Australian express delivery sector.

    Freightways Group share price snapshot

    Over the past 12 months, Freightways shares have risen 28%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Freightways Group to acquire VT Freight Express in $71m deal appeared first on The Motley Fool Australia.

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

    Before you buy Freightways 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 Freightways 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • Two undervalued agriculture ASX shares to add to your Christmas stocking

    A farmer pats a small beef cattle bovine on the head in a green field with trees in the background.

    A December report from Bell Potter has revealed two undervalued ASX shares.  

    The Analyst Outlook and Stock Picks December 2025 report included ASX shares from the Agriculture, Fast-Moving Consumer Goods (FMCG) sectors.

    Jonathan Snape, Industrials Analyst, cautioned that investments in the Agricultural & FMCG sector should be considered high risk and come with volatility from both commodity prices and seasonal factors.

    For this reason we tend not to so much focus on a directional share price move in the coming months but rather where we are seeing a value in the current share price relative to a stocks through the cycle earnings.

    He said as such, the stocks Bell Potter identified should not so much be considered key picks on a directional 6 monthly share price direction, but rather valuation dislocations where there is a buying opportunity.

    Rural Funds Group (ASX: RFF)

    Rural Funds Group is a real estate investment trust (REIT) that holds and leases agricultural land and equipment. The company manages around $2 billion of diversified farmland and assets.

    According to Bell Potter’s report, the current discount to market net asset value is well above the historical average 5% premium since listing. 

    Counterparty profitability indicators have been improving and farm asset values have been resilient, which would suggest that the underearning on unleased assets is the largest performance drain. Exiting or leasing these assets (combined value ~$387m) would result in reasonable AFFO accretion (14-18% on FY26e PF AFFO) with the scope to also reduce gearing, with this likely to be the greatest share price catalyst. We would expect execution against asset sales to emerge in CY26e.

    The broker has a buy recommendation and price target of $2.45. 

    This indicates 21.29% upside from yesterday’s closing price of $2.02. 

    Furthermore, the company is expecting to pay 11.73 cents per share dividend in FY 2026. 

    This is approximately a 5.8% dividend yield.

    Elders Ltd (ASX: ELD)

    Elders is an agribusiness that provides goods and services to Australian primary producers. This includes supplying fertiliser, agricultural chemicals and animal health products to rural and regional Australia.

    In a note out of Bell Potter, the broker said it sees encouraging signs for FY26e, with livestock turnoff values up ~35% YOY through 1Q26TD, stable to rising crop protection active ingredient values and modestly higher fertiliser price indicators. 

    A more normal selling pattern in FY26e, delivery on SYSMOD and backward integration initiatives, sector activity tailwinds and consolidation of Delta are expected to drive high double-digit EPS growth in FY26-27e. This view does not look reflected in the current share price, with ELD trading at ~11x FY26e EPS.

    The broker has a buy recommendation and price target of $9.45 on these ASX shares. 

    This indicates an upside of roughly 36%. 

    The post Two undervalued agriculture ASX shares to add to your Christmas stocking appeared first on The Motley Fool Australia.

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

    Before you buy Elders 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 Elders 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 positions in and has recommended Rural Funds Group. The Motley Fool Australia has recommended Elders. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • 3 ASX dividend shares to buy with $20,000 in 2026

    Woman calculating dividends on calculator and working on a laptop.

    If you’re sitting on $20,000 and want to put it to work generating income, the ASX offers plenty of options.

    The key is finding businesses with reliable cash flows, sensible payout ratios, and business models that can hold up across economic cycles.

    With that in mind, here are three ASX dividend shares that could be top picks for income-focused investors looking to deploy a lump sum today.

    HomeCo Daily Needs REIT (ASX: HDN)

    The first option to consider is HomeCo Daily Needs REIT, which is built around owning properties people rely on regardless of economic conditions.

    Its portfolio is focused on convenience-based retail and essential services, including neighbourhood shopping centres, large-format retail, health services, and government buildings. Major tenants include Woolworths Group Ltd (ASX: WOW) and Wesfarmers Ltd (ASX: WES), which adds an extra layer of defensive appeal.

    Because the REIT’s assets are leased on long-term agreements, often with built-in rental escalators, income visibility is relatively high. This allows management to provide dividend guidance each year.

    Speaking of which, it is guiding to a dividend of 8.6 cents per share in FY 2026. This represents a 6.2% dividend yield at current prices.

    Rural Funds Group (ASX: RFF)

    Rural Funds Group offers income investors with exposure to Australian agricultural land. It owns a diversified portfolio of farms across cattle, cropping, almonds, vineyards, and macadamias, which are leased to high-quality operators on long-term contracts.

    What makes Rural Funds attractive for income investors is the structure of its leases. Many include inflation-linked rental increases, which can help protect real income over time. And with demand for food production a long-term structural tailwind, this makes farmland a scarce and valuable asset class.

    While agricultural conditions can vary year to year, the trust’s focus on lease income rather than farming income helps smooth cash flows and support ongoing distributions.

    The company plans to pay an 11.73 cents per share dividend in FY 2026. This represents an attractive 5.8% dividend yield.

    Telstra Group Ltd (ASX: TLS)

    Rounding out the list is Telstra Group, a familiar name for Australian income investors. As the country’s largest telecommunications provider, Telstra generates recurring revenue from mobile, broadband, and network services that customers rely on every day.

    The company’s scale, infrastructure ownership, and pricing power give it a strong competitive position. This has supported a growing stream of dividends in recent years, with its most recent payout coming in at a fully franked 19 cents per share. This equates to a trailing dividend yield of approximately 4%.

    The post 3 ASX dividend shares to buy with $20,000 in 2026 appeared first on The Motley Fool Australia.

    Should you invest $1,000 in Homeco Daily Needs REIT right now?

    Before you buy Homeco Daily Needs 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 Homeco Daily Needs 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor James Mickleboro has positions in Woolworths Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Wesfarmers. The Motley Fool Australia has positions in and has recommended Rural Funds Group, Telstra Group, and Woolworths Group. The Motley Fool Australia has recommended HomeCo Daily Needs REIT and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Nick Reiner, son of Hollywood director Rob Reiner, will be charged with first-degree murder in his parents’ deaths

    Nick Reiner
    Nick Reiner is set to be charged in the death of his parents, prosecutors said.

    Nick Reiner is set to be charged with two counts of first-degree murder in the death of his parents, director Rick Reiner and his wife, producer Michele Singer Reiner, prosecutors said Tuesday.

    The couple was found dead at their home in Los Angeles on Sunday.

    This story is breaking. Check back for updates.

    Read the original article on Business Insider
  • The smartest ASX ETFs to buy and hold for 10 years

    A happy woman stands outside a building looking at her phone and smiling widely

    Trying to predict which individual shares will outperform over the next decade is a tough ask. Markets change, leadership rotates, and even great companies can disappoint for long stretches.

    That’s why many long-term investors prefer exchange-traded funds (ETFs), which offer diversification and exposure to powerful structural trends without the pressure of stock-picking.

    If the goal is to buy, hold, and let compounding do the heavy lifting over the next 10 years, these three ASX ETFs stand out.

    Betashares Nasdaq 100 ETF (ASX: NDQ)

    The Betashares Nasdaq 100 ETF gives investors access to 100 of the largest non-financial stocks that are listed on the famous Nasdaq exchange. This includes global leaders across technology, consumer services, healthcare, and industrial innovation.

    While the Magnificent Seven often grab the headlines, the fund’s strength runs deeper. The index also includes businesses like Costco Wholesale Corp (NASDAQ: COST), Adobe (NASDAQ: ADBE), PepsiCo (NASDAQ: PEP), Intuit (NASDAQ: INTU), and Shopify (NASDAQ: SHOP). These companies boast long track records of profitability and growth reinvestment.

    Over a decade-long timeframe, the Betashares Nasdaq 100 ETF offers exposure to innovation, productivity gains, and digital transformation across the global economy.

    Betashares Asia Technology Tigers ETF (ASX: ASIA)

    The Betashares Asia Technology Tigers ETF focuses on the rise of Asia’s technology champions, excluding Japan. It provides exposure to stocks that are shaping how billions of people shop, communicate, pay, and consume digital services.

    Its holdings include Tencent Holdings (SEHK: 700), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), Alibaba Group (NYSE: BABA), Samsung Electronics, and PDD Holdings (NASDAQ: PDD). These businesses sit at the heart of e-commerce, semiconductors, artificial intelligence, and digital payments across the region.

    Asia’s growing middle class, rapid urbanisation, and accelerating digital adoption create a long runway for growth. The Betashares Asia Technology Tigers ETF adds geographic and economic diversification that could complement US-focused ETFs over a 10-year horizon.

    Betashares Australian Quality ETF (ASX: AQLT)

    Rather than chasing the fastest growers or the highest yields, the Betashares Australian Quality ETF takes a more measured approach. It focuses on established Australian stocks with strong balance sheets, consistent earnings, and resilient business models.

    Its portfolio leans heavily toward market leaders such as BHP Group Ltd (ASX: BHP), Wesfarmers Ltd (ASX: WES), Telstra Group Ltd (ASX: TLS), Commonwealth Bank of Australia (ASX: CBA), and Macquarie Group Ltd (ASX: MQG). These are businesses that tend to generate reliable cash flows across economic cycles.

    What makes this ASX ETF different is its emphasis on financial strength and sustainability rather than short-term momentum. Over a decade, this quality bias can help smooth returns while still delivering solid long-term growth. It was recently recommended by analysts at Betashares.

    The post The smartest ASX ETFs to buy and hold for 10 years appeared first on The Motley Fool Australia.

    Should you invest $1,000 in BetaShares Australian Quality ETF right now?

    Before you buy BetaShares Australian Quality ETF 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 BetaShares Australian Quality ETF 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF and Betashares Capital – Asia Technology Tigers Etf. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adobe, BetaShares Nasdaq 100 ETF, Costco Wholesale, Intuit, Macquarie Group, Shopify, Taiwan Semiconductor Manufacturing, Tencent, and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Alibaba Group and has recommended the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF, Macquarie Group, and Telstra Group. The Motley Fool Australia has recommended Adobe, BHP Group, Shopify, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

  • Mirvac Group announces 4.7c December 2025 distribution

    Smiling woman holding Australian dollar notes in each hand, symbolising dividends.

    The Mirvac Group (ASX: MGR) share price is in focus today after the company announced a distribution of 4.7 cents per stapled security for the six months ending 31 December 2025. This distribution comes solely from Mirvac Property Trust, with no dividend declared from Mirvac Limited.

    What did Mirvac Group report?

    • Distribution of 4.7 cents per stapled security, unfranked
    • Relates to the six-month period ending 31 December 2025
    • Date of record: 31 December 2025
    • Ex-date: 30 December 2025
    • Payment date: 26 February 2026
    • Distribution Reinvestment Plan (DRP) available to eligible securityholders

    What else do investors need to know?

    Mirvac’s announced distribution is unfranked and paid solely from its Property Trust arm, meaning there’s no dividend from Mirvac Limited itself this period. Securityholders can choose to receive payment in Australian or New Zealand dollars, depending on their nominated bank account.

    Investors on the New Zealand register will automatically receive their payment in NZD, with the exchange rate to be set and announced on 18 February 2026. The company’s dividend reinvestment plan (DRP) applies to this distribution, giving shareholders the option to receive additional securities instead of cash.

    What’s next for Mirvac Group?

    Looking ahead, Mirvac will release further details on the distribution’s tax components closer to the payment date, with information to be made available on its investor centre website. The group continues to return value to its securityholders while providing flexibility through its multi-currency and DRP arrangements.

    Future distributions will depend on trust income and ongoing operating conditions. Shareholders can update their bank or currency details before the record date to ensure smooth payment processing.

    Mirvac Group share price snapshot

    Over the past 12 months, Mirvac Group shares have risen 5%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 3% over the same period.

    View Original Announcement

    The post Mirvac Group announces 4.7c December 2025 distribution appeared first on The Motley Fool Australia.

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

    Before you buy Mirvac 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 Mirvac 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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.

  • Region Group grows property valuations in December 2025 update

    Two women happily smiling and working on their computers in an office

    Yesterday afternoon, Region Group Ltd (ASX: RGN) announced its investment property portfolio grew to $4.5 billion as at 31 December 2025, up $129.2 million since June. The group’s Net Tangible Assets (NTA) per unit also increased by 8 cents to $2.55.

    What did Region Group report?

    • Total investment property portfolio valuation increased from $4,374.1 million to $4,503.3 million.
    • “Like-for-like” portfolio valuation rose by $95.7 million over the half.
    • Weighted average capitalisation rate improved by 0.10% to 5.87%.
    • Pro forma gearing sits at 32.6%, within management’s 30%–40% target range.
    • NTA per unit increased by 8 cents to $2.55, assuming no other balance sheet changes.

    What else do investors need to know?

    A total of 21 properties, or just over a quarter of the Region Group portfolio by value, were externally valued. This resulted in a $30.6 million valuation increase for these assets. The remainder of the properties were internally valued, contributing an additional $98.6 million increase.

    Management said the updated valuations provide greater confidence in the group’s balance sheet strength and help support prudently-managed gearing. The group continues to focus on disciplined capital expenditure and maintaining a diverse property base.

    What’s next for Region Group?

    Looking ahead, Region Group is maintaining its focus on portfolio quality and conservative gearing. With a target gearing range of 30% to 40% and a capitalisation rate now at 5.87%, the company is well positioned to respond to future changes in market conditions.

    The group indicated it will continue investing strategically in its existing properties to drive incremental value over time. Shareholders can expect ongoing updates on valuations and the group’s approach to capital management.

    Region Group share price snapshot

    Over the past 12 months, Region Group shares have risen 12%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen around 3% over the same period.

    View Original Announcement

    The post Region Group grows property valuations in December 2025 update appeared first on The Motley Fool Australia.

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

    Before you buy Region 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 Region 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 positions in and has recommended Region Group. 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.

  • Here’s the earnings forecast out to 2030 for Macquarie shares

    A couple calculate their budget and finances at home using laptop and calculator.

    Macquarie Group Ltd (ASX: MQG) shares have been a compelling investment over the long-term. The global financial institution has successfully expanded across the world with its asset management, commodities and global markets (CGM) and investment banking divisions.

    The business is one of the few large ASX shares that have managed to build a worldwide business and not just be a local leader.

    To me, the most impressive thing about Macquarie is how rapidly it’s growing in the domestic banking sector. It’s growing both its loan balance and deposit balance at an impressive annualised double-digit rate.

    If Macquarie’s banking segment continues growing at this pace, the ‘big four’ ASX bank share grouping could become the big five. This could be a key driver of Macquarie’s earnings in the coming years.

    Let’s take a look at how much the profit is projected to rise between now and 2030.

    FY26

    The bank’s FY26 first-half result with net profit of $1.7 billion was a miss by 10%, according to broker UBS, though the dividend of $2.80 was an increase compared to the payout of $2.60 per share.

    UBS explained that higher costs in the CGM division was the driver of the earnings miss. Other headlines from the result were the transfer of green energy assets into corporate with an impairment of around $150 million, as well as the earlier-than-expected recognition of performance fees within Macquarie Asset Management (MAM).

    The broker called Macquarie a “quality compounder but finds itself in a soft patch”.

    Even so, the business is predicted to grow its net profit to $4.08 billion in the 2026 financial year.

    FY27

    Following a somewhat challenging year in FY27, the broker is predicting that the business could deliver rising profits in each of the subsequent years.

    The start of the 2027 financial year is not that far away. UBS predicts that the business could make $4.4 billion of net profit in FY27.

    FY28

    The 2028 financial year could get even better for owners of Macquarie shares, if the predictions come true.

    UBS predicts that Macquarie could make net profit of $4.6 billion in the 2028 financial year.

    FY29

    Pleasingly, in the 2029 financial year, the business is projected to see the business generate $5.17 billion of net profit.

    FY30

    The final financial year of this series of projections could be the strongest for investors.

    Its net profit is forecast to rise to $5.5 billion in FY30, which would represent an increase of 35.6% between FY26 and FY30.

    The post Here’s the earnings forecast out to 2030 for Macquarie shares appeared first on The Motley Fool Australia.

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

    Before you buy Macquarie 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 Macquarie 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    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 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.

  • At 13.4%, this ASX 200 dividend stock has the largest yield on the index

    A woman looks quizzical while looking at a dollar sign in the air.

    If you ask most Australian investors what the ‘normal’ dividend yield for your average ASX 200 dividend stock might be, they might say 4%. It could also be 3% or 5%. But 13%? Now that’s something most investors would certainly not consider normal. In fact, it would probably raise alarm bells for the veterans out there.

    Getting a 13% return on your invested capital through dividends alone is a tantalising prospect. That’s exactly what seems to be on offer today from the highest-yielding stock currently on the S&P/ASX 200 Index (ASX: XJO).

    That stock would be the investment company GQG Partners Inc (ASX: GQG).

    GQG is a company that specialises in boutique asset management. It is based in the United States (hence the ‘inc’) but has a global presence managing investments ranging from high net-worth individuals and families to sovereign wealth funds and pensions.

    But let’s dig into that 13% yield and assess whether it’s too good to be true.

    Like most US-based stocks, GQG Partners pays out quarterly dividends, with shareholders receiving four passive income paycheques annually. That contrasts with most ASX shares, which typically follow a biannual schedule.

    Over the past 12 months (including the latest payment due tomorrow), GQG shares have paid out a total of 14.82 US cents per share in dividends. That works out to be 23.12 cents per share in the local currency. At the current GQG share price of $1.73 (at the time of writing), that indeed gives us a trailing yield of 13.36%.

    Does this ASX dividend stock really have a 13.4% yield right now?

    So that yield is legitimate, giving GQG Partners the largest dividend yield available on the entire ASX 200 Index as it currently stands.

    However, as any dividend investor knows, an ASX dividend stock’s yield reflects the past, not the future. So how likely is it that GQG will continue to fund dividends at 2025’s levels, and by extension, investors to receive a 13.4% yield on any invested capital today?

    Well, that’s hard to say. It’s worth noting that GQG employs a generous dividend policy, routinely paying out more than 90% of its earnings as dividends. That might be great for shareholders, but it does leave them exposed if GQG has a bad quarter or two. There’s not much of a cushion to absorb any hits to the company’s profits.

    On the surface, many things seem to be going well for GQG as it currently stands. In its recent half-yearly earnings, the company reported an 11% rise in revenues to US$403 million over the six months to 30 June 2025, compared to the same period in 2024. Net operating income also rose by 12.2% to US$306.8 million.

    However, the company has also reported continuing fund outflows, which were arguably masked by rising stock markets in the numbers above.

    Last week, GQG confirmed that it has seen net outflows of US$1.8 billion over 2025, as of 30 November. If this trend continues into 2026, that 13.4% yield might not be long for this world.

    As always, we shall have to wait and see what the next GQG dividend looks like to know for sure what investors will receive in the future. But, as with any 13%-yielding share, this seems to be a high-risk, high-reward proposition for investors today.

    The post At 13.4%, this ASX 200 dividend stock has the largest yield on the index appeared first on The Motley Fool Australia.

    Should you invest $1,000 in GQG Partners Inc. right now?

    Before you buy GQG Partners Inc. 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 GQG Partners Inc. 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 18 November 2025

    .custom-cta-button p {
    margin-bottom: 0 !important;
    }

    More reading

    Motley Fool contributor Sebastian Bowen 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 Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.