The Transurban Group (ASX: TCL) share price is in focus after releasing its August 2026 traffic update, showing groupwide average daily traffic (ADT) growth of 3.4% compared to last year, with particularly strong results in North America and continued momentum in Sydney and Melbourne.

What did Transurban Group report?

• Group average daily traffic (ADT) rose 3.4% year on year in August 2026
• Sydney ADT up 3.3%, supported by robust 11.8% growth on the M7 following the M7-M12 Integration Project
• Melbourne ADT increased 3.5%, boosted by West Gate Tunnel’s contribution; excluding WGT, Melbourne traffic fell 0.8%
• Brisbane traffic improved by 1.0%, led by large vehicle growth of 3.7%
• North America traffic surged 12.3%, with the 495 Express Lanes up 26.1% and average dynamic toll prices rising significantly

What else do investors need to know?

Transurban highlighted that, excluding the West Gate Tunnel in Melbourne, total group traffic increased at a slower pace of 1.9%. The M7-M12 Integration in Sydney and the opening of the 495 Northern Extension in North America both drove significant local gains.

The company recently completed the divestment of the A25 toll road in June 2026, so July and August North American figures now reflect only the 95 and 495 Express Lanes. Transurban also noted its defensive revenue profile, with over 90% of group revenue linked to inflation or fixed price escalators, offsetting some macroeconomic risks.

What’s next for Transurban Group?

Transurban will continue providing monthly traffic data through the rest of 2026, closely watching the shifting geopolitical and economic conditions. Management reaffirmed a focus on disciplined balance sheet management and operational efficiency to support customer value.

The group says its portfolio resilience is underpinned by the essential nature of its roads, with inflation-linked revenue streams generally flowing through with a lag. Investors will be watching for further updates on traffic performance as well as any impacts from international energy markets and macroeconomic policy.

Transurban Group share price snapshot

Over the past 12 months, Transurban shares have declined 7%, trailing the S&P/ASX 200 Index (ASX: XJO), which has declined 1% over the same period.

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The post Transurban posts 3.4% August traffic growth appeared first on The Motley Fool Australia.

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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 positions in and has recommended Transurban Group. The Motley Fool Australia has positions in and has recommended Transurban 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.

Newmont Corp vs Northern Star Resources shares

Are you weighing up Newmont Corporation CDI (ASX: NEM) vs Northern Star Resources Ltd (ASX: NST) shares? Both are major names in gold, but they’re quite different in scale, yield, valuation, and market performance. Let’s break down the fundamentals and see which might shine brighter for investors, especially those looking for strong dividends and competitive P/E ratios.

The case for Newmont Corp

Newmont Corp is the largest gold miner in the world, operating across the Americas, Australia, Africa, and Papua New Guinea. After acquiring Australian miner Newcrest Mining in 2023, Newmont gained assets like Boddington, Cadia, Tanami, and Telfer, adding further depth to their mineral portfolio. Besides gold, Newmont also produces copper, silver, zinc, and lead.

A few things jump out about Newmont:

• It has a massive market cap of $179.37 billion, making it a goliath in the sector.
• Its P/E ratio is 15.88, lower than Northern Star’s, so you’re paying less per dollar of earnings.
• The dividend yield is 0.85%, which is relatively modest for a miner.
• Dividends are unfranked, so there’s no extra tax benefit for Australian shareholders.
• Year to date, Newmont shares have returned a solid 17.64%.

The case for Northern Star Resources

Northern Star Resources is a leading Australian gold producer with a global reach. Its flagship operations are in Western Australia’s Kalgoorlie and Yandal projects, as well as Alaska’s Pogo goldfields. Northern Star is known for its strategic acquisitions and commitment to ongoing exploration.

Some key facts about Northern Star:

• Market cap sits at $31.40 billion—a sizeable company, but much smaller than Newmont.
• P/E ratio is 19.56, higher than Newmont, which could suggest a more fully valued share.
• Dividend yield stands at 2.43%, nearly three times higher than Newmont.
• Importantly, its most recent dividends have been 100% franked, offering a big plus for Aussie tax residents.
• However, year-to-date return is -13.28%, showing recent underperformance.

Valuation comparison

Here’s how the numbers stack up between these two gold giants:

Metric	Newmont Corp (NEM)	Northern Star (NST)
Market Cap	$179.37 billion	$31.40 billion
P/E Ratio	15.88	19.56
Dividend Yield	0.85% (Unfranked)	2.43% (100% Franked)
Year to Date Return	17.64%	-13.28%
Earnings Per Share (EPS)	7.930	1.157

Newmont boasts a lower P/E, higher earnings per share, and stronger recent performance, while Northern Star offers a higher, fully franked dividend yield. Newmont’s size dwarfs Northern Star’s.

Recent share price performance

Share price figures as of 15 September 2026 show Newmont closed at $170.69, dropping 2.8% that session but still up 17.64% YTD. Northern Star finished at $22.04, down 2.61% on the day and showing a negative year-to-date return of -13.28%. Looking through recent weeks, Newmont has shown more resilience, while Northern Star has faced consistent pressure.

Which is the better buy?

If I had to choose between Newmont and Northern Star today, I’d lean toward Newmont. Here’s why: Newmont is trading at a lower P/E ratio—making it look better value—and it’s delivered a strong positive return this year. While its dividend yield is lower and those dividends are unfranked, the company’s massive scale, higher earnings per share, and positive momentum give me more confidence right now. Northern Star’s higher, fully franked yield is tempting, especially for income-seeking Australians, but with its higher valuation and recent negative performance, I’m not convinced the risk is worth the reward at this stage.

The post Newmont vs Northern Star: Which gold share is better for value and yield? appeared first on The Motley Fool Australia.

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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 draft. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The ASX dividend stock Future Generation Global Ltd (ASX: FGX) could be one of the best options for reliable dividends on the ASX.

There are not many ASX shares that have increased their dividend payout every year over the past decade, which I think makes it clear that the board of directors wants to give investors reliable payouts.

The ASX dividend stock offers a winning combination of a high dividend yield and growth. Let’s run through why I think it’s a top option for passive income.

Diversification

Rather than getting exposure to a single business like Commonwealth Bank of Australia (ASX: CBA) and BHP Group Ltd (ASX: BHP), investing into this ASX dividend stock gives investors exposure to multiple portfolios.

Future Generation Australia is a listed investment company (LIC) which gives investors exposure to a portfolio of funds.

All of those fund managers work for free so that Future Generation Australia can donate 1% of its net assets each year to youth charities.

The funds are invested across both large and small ASX shares, providing exposure to more than 430 shares. I like this strategy because it gives more exposure by weighting to growing businesses than the overall ASX share market does.

Some of the fund managers that are involved here include Vinva, Firetrail, Smallco, Eley Griffiths, QVG, L1 Group Ltd (ASX: L1G) and Sandon Capital.

Large dividend yield

As I’ve already mentioned, this ASX dividend stock is providing investors with a very pleasing dividend yield.

Future Generation Australia has already provided guidance about what its upcoming 2026 financial year annual dividend will be.

The ASX dividend stock has said that FY26 payout will be 7.6 cents per share.

At the time of writing, that translates into a grossed-up dividend yield of 8.4%, including franking credits. I think the business is one of the best for large dividends for the foreseeable future.

Rising payouts

It’s not just the size of the dividend that’s impressive, but this business has regularly increased its payout. Few high-yielders can point to a record like Future Generation Australia’s.

The ASX dividend stock has increased its annual dividend per share every year since 2015 – that’s more than a decade of regular increases. I think plenty of ASX blue-chip shares would love to be able to say they’ve increased their payout every year for the past decade.

What a $3,000 investment could unlock

If someone were to invest $3,000 into Future Generation Australia shares today with an 8.4% dividend yield (including franking credits), it would unlock approximately $176.74 of dividend cash and around $252.49 of overall dividend income with an investment of 2,325 Future Generation Australia shares.

That’s a really impressive level of dividends, though I’m not expecting significant capital growth because it’s paying so much of its profit out as dividends.

The post $3,000 buys 2,325 shares in an impressively reliable ASX dividend stock appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison has positions in Future Generation Australia and L1 Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.