The Insurance Australia Group Ltd (ASX: IAG) share price has tumbled further into the red on Tuesday.

At the time of writing, the insurance company’s shares are down around another 2% and are trading at $7.88 each.

Today’s decline means the shares have now fallen around 6% since Wednesday last week, down around 10% since hitting an annual high in late July, and they’re 1.5% lower for the year to date.

What is happening to the IAG share price?

There hasn’t been any price-sensitive news out of IAG recently to explain the latest sell-off. Instead, the share price decline looks like a combination of factors.

It’s most likely the result of overall ASX financial sector weakness. 

Investor sentiment has turned negative amid concerns about falling mortgage demand, a weakening housing market, and tight competition squeezing margins.

In late August, inflation data also came in much higher than expected, prompting several major banks to revise their interest rate forecasts to include another hike as early as September.

At the same time, crude oil prices increase overnight, driven by yet another escalation in the conflict between the US and Iran. Higher oil prices generally lead to higher inflation and share market volatility.

And all this has happened against the backdrop of investors continuing to digest IAG FY26 results. 

In mid-August, the company posted a 24.8% decline in its NPAT compared to FY25, and an underlying insurance profit of $1.578 billion, up from $1.542 billion in FY25. 

Investors weren’t impressed, and some analysts revised their outlooks on the stock shortly afterwards.

What do brokers tip next for the ASX insurance shares?

Market data suggests that the experts are divided about the outlook for IAG shares going forward.

Market Index data show that brokers are split between buy and hold ratings. The $8.28 average target price implies an upside of around 5% at the time of writing.

But sentiment is more mixed on TradingView. Out of 9 analysts, four have a strong buy rating, three have a hold rating, and two rate IAG shares as a sell/strong sell.

The average $8.32 target price implies an upside of around 6% at the time of writing. But the difference between the maximum and minimum target prices is wide. Some tip the shares to fall another 10% to $7.10, and some expect the shares to climb 17% higher to $9.25 over the next 12 months.

Citi recently upgraded its outlook on IAG shares to a buy following the insurer’s FY26 results. But the broker reduced its 12-month price target to $8.80, from $9.

Jefferies also renewed its buy rating on IAG shares but shaved its 12-month price target to $9.25, from $9.45.

UBS maintained its buy rating on IAG shares following the insurer’s FY26 results. The broker also reduced its 12-month price target to $9.25, from $9.45.

Jarden is more bearish. The broker downgraded IAG shares to a hold rating following IAG’s announcement, with an $8 target price.

The post Down 6%: What is going on with the IAG share price? appeared first on The Motley Fool Australia.

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Citigroup is an advertising partner of Motley Fool Money. 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 positions in and has recommended Jefferies Financial Group. 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.

It has been quite a turnaround for Core Lithium Ltd (ASX: CXO) shares.

The lithium stock is up another 7.58% to 35.5 cents on Tuesday, taking its gain in 2026 to almost 30%.

However, the rebound has been much bigger over the past 12 months.

Core Lithium shares have climbed around 238% over that time, recovering from a 52-week low of just 9.7 cents. They also recently traded as high as 40 cents.

And today, there is another reason for shareholders to get excited.

Finniss is back in action

According to the release, Core Lithium has produced its first spodumene concentrate from the recommissioned Finniss processing plant in the Northern Territory.

The milestone was reached within 6 months of the final investment decision (FID) and in line with the company’s September-quarter target.

The plant is still going through commissioning and optimisation, so there is more work to do before production settles into a steady rhythm. The next big milestone is the first shipment of newly produced spodumene concentrate, which is targeted for the December quarter.

Core Lithium has also used the restart to make several upgrades to the plant, including changes to the crushing circuit and screen refurbishments.

The company expects those improvements to support better recoveries and lift plant throughput by around 20% to 1.2 million tonnes a year.

Managing director Paul Brown said producing first concentrate was “another significant milestone” in the staged restart and pointed to the speed of the recommissioning work completed so far.

A lot has changed in 12 months

After such a big run, Core Lithium shares are in a very different place from a year ago.

At 35.5 cents today, the company is valued at roughly $1.15 billion and the share price is only around 11% below its recent 52-week high of 40 cents.

There has also been plenty of volatility along the way. The shares fell 9.2% last Wednesday and closed Monday at 33 cents before bouncing again today.

The Finniss restart is good news, but investors have already sent the shares much higher.

What happens next?

The next step is getting Finniss from first concentrate into steady production and, ultimately, shipments.

Ore from the Grants open pit is being used during the restart, while work on the BP33 underground mine is continuing at the same time.

After the huge rise in the share price, valuation is also definitely worth keeping an eye on.

TipRanks shows two analyst ratings from the past 3 months, with an average 12-month price target of 28 cents. That’s around 21% below where Core Lithium shares are trading today.

The post Core Lithium shares jump 8% after a milestone investors have waited months for appeared first on The Motley Fool Australia.

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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.

S&P/ASX 300 Index (ASX: XKO) shares are down 0.6% to 8,888.5 points on Tuesday.

Among the 11 market sectors, utilities is in the lead today, up 0.2%, while technology is the laggard, down 1%.

Meanwhile, on The Bull this week, two experts share their views on three ASX 300 shares.

Let’s take a look.

Dicker Data Ltd (ASX: DDR)

The Dicker Data share price is $14.46, down 1.8% today and up 45% over 12 months. 

Mark Elzayed from Vestra Capital has a buy rating on this ASX 300 tech share. 

He said: 

This technology company distributes hardware and software solutions. It benefits from enterprise spending on AI capable servers, network upgrades and end point security hardware.

It generated gross revenue of $2.1 billion in the first half of 2026, up 14.2 per cent on the prior corresponding period. Net profit after tax of $60.7 million was up 54.1 per cent. Management has upgraded full year gross revenue guidance to between $4.3 billion and $4.4 billion, alongside profit before tax guidance of between $162 million and $165 million.

Double digit top line momentum, an appealing dividend yield and increasing exposure to AI infrastructure spending provides a bright outlook, in my view.

Polynovo Ltd (ASX: PNV)

The Polynovo share price is $1.06, up 1.4% today and down 28% over 12 months. 

Stuart Bromley from Medallion Financial Group has a hold rating on this ASX 300 healthcare share. 

Bromley said: 

The company provides dermal regeneration solutions via its NovoSorb biodegradable polymer technology.

Total revenue of $150 million in full year 2026 was up 16.1 per cent on the prior corresponding period. EBITDA of $12.1 million was up 8.1 per cent.

While growth has moderated from earlier years, the longer-term opportunity remains significant as PolyNovo expands geographically and broadens adoption across burns, trauma and complex wounds.

Flight Centre Travel Group Ltd (ASX: FLT)

The Flight Centre share price is $11.46, down 0.2% today and down 7% over 12 months. 

Bromley has a sell rating on this ASX 300 travel share. 

He explained: 

The global travel agency group delivered record total transaction volumes in full year 2026. However, underlying profit before tax of $278 million declined by 4 per cent as Middle East disruption weighed heavily on the leisure business.

We view geopolitical uncertainty, airline capacity constraints and softer consumer conditions as headwinds.

We see better risk-adjusted opportunities elsewhere.

The post Buy, hold, sell: Dicker Data, Polynovo, Flight Centre shares appeared first on The Motley Fool Australia.

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