Regal Partners Ltd (ASX: RPL) shares have started the year strongly.

Since the turn of the year, the ASX 300 stock has risen by 12%.

But if you thought the gains were over, think again!

That’s because analysts at Bell Potter believe this fund manager’s shares could still be dirt cheap.

What is the broker saying about this ASX 300 stock?

Bell Potter was pleased with the company’s trading update, highlighting that its performance fees and profit guidance were comfortably ahead of expectations. It said:

The company issued an upbeat statement, highlighting strong performance fees and an estimated NPAT for CY25 that was above market expectations. End 2025 FUM was approx. $20.8bn, compared to $20.1bn at the end of Q3 and was ahead of our previous forecast of $20.4bn. Performance fees are expected to be approx. $130m in H2 CY25 compared to $42.4m in H1 CY25 and $24.9m in H2 CY24.

This was above our last published forecast of $55.8m for H2. We note that at Q3 the company suggested that performance fees for H2 were tracking well above the top of the forecast range. Given these figures, CY25 is expected to produce a normalised NPAT of $145m vs $97.5m in CY 24 and ahead of our estimate of $121.9m (after NCI). This follows a record quarter in Q3, which showed strong inflows and investment returns.

Big potential returns

In light of the above, the broker has reaffirmed its buy rating on the ASX 300 stock with an improved price target of $4.70 (from $4.40).

Based on its current share price of $3.60, this implies potential upside of 30% for investors over the next 12 months.

In addition, the broker is forecasting a 20.6 cents per share fully franked dividend in FY 2026. This represents a 5.7% dividend yield, which boosts the total potential return beyond 35%.

Bell Potter doesn’t believe the market is appreciating the improvement in its performance. Commenting on its buy recommendation, the broker said:

This was a positive announcement from RPL, ending a good year for the company with strong net flows and performance fees. Our DCF valuation increases to $4.69/sh and we round our price target to $4.70/sh (from $4.40) and maintain a Buy recommendation. While these results were strong and there has been some recovery in the share price, the shares have been de-rated and trade at a lower multiple than at the start of the year.

A year ago the shares were $3.71 and trading on 14.2x forward earnings or 8.5x EV/EVITDA. Currently the shares trade on 12.3x next year’s earnings or 5.3x EV/EBITDA. We do not believe the improvement in operational performance is reflected in the current share price.

The post Bell Potter says this ASX 300 stock is dirt cheap with 30%+ upside appeared first on The Motley Fool Australia.

More reading

• Why these ASX 300 shares are jumping 9%+ today
• Bell Potter names the best ASX dividend shares to buy in 2026
• 2 of the best ASX dividend shares to buy in 2026

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 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 All Ordinaries Index (ASX: XAO) is up 0.3% today, with ASX All Ords gold stock New Murchison Gold Ltd (ASX: NMG) racing ahead of those gains

New Murchison Gold shares closed yesterday trading for 5.1 cents. In morning trade on Tuesday, shares are changing hands for 5.5 cents apiece, up 7.8%.

That sees shares in the Aussie gold miner up a whopping 450% since this time last year, smashing the 8.2% returns delivered by the benchmark index.

Here’s what’s catching investor interest again today.

ASX All Ords gold stock jumps on promising assays

New Murchison Gold shares are surging after the company announced high grade gold results from a recently completed reverse circulation (RC) drill program. The miner drilled 33 RC holes totalling 2,920 metres.

The ASX All Ords gold stock said the exploratory drill campaign has delineated additional mineralisation within the Lydia shear zone and extended the known depth and strike of the main mineralised structure.

Management expects this will open up the opportunity to prove up additional reserves close to the miner’s current Crown Prince Gold Operations. The Crown Prince Gold Mine is New Murchison’s flagship asset, located in Western Australia.

The results indicated that the gold mineralisation intercepted at Lydia is similar to the Crown Prince deposit, and the shear zone is around 20 metres to 25 metres in thickness.

What did management say?

Commenting on the exploration results lifting the ASX All Ords gold stock today, New Murchison Gold CEO Alex Passmore said, “We are very pleased to provide this exploration update including high grade results for the Lydia gold prospect.”

Passmore added:

Lydia sits on a granted mining lease very close to the Crown Prince Operation. We believe we can leverage off existing infrastructure (offices, maintenance facility, crusher, and sampling preparation facility) to bring Lydia online relatively quickly. NMG is working towards including Lydia into its resources and reserves inventory.

What’s been happening with the ASX All Ords gold stock?

2025 was a milestone year for New Murchison Gold, with the miner transitioning from a developer to a producer following the first gold production from the Crown Prince Gold Project in the September quarter.

Commenting on the ASX All Ords stock’s progress on 28 October, Passmore said:

The strong operational start, supported by an efficient ramp-up of mining and processing activities, provides a solid foundation for sustained production in the months ahead.

Importantly, ongoing exploration continued to deliver excellent results both at depth beneath the current pit base and regionally across the Abbotts Belt, reinforcing the scale and quality of our current asset base.

The post Up 450% in a year, ASX All Ords gold stock leaping higher again today on exploration results appeared first on The Motley Fool Australia.

More reading

• Why are 4DMedical shares in a trading halt today?
• The best ASX stocks to buy in January 2026 if you want both income and growth
• 3 of the best ASX 200 shares to buy and hold until 2036
• Up 240% since June, guess which ASX All Ords lithium share is jumping higher again on Tuesday
• This ASX biotech’s shares are up strongly on good news out of the US

Motley Fool contributor Bernd Struben 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.

Lynas Rare Earths Ltd (ASX: LYC) shares are in the spotlight on Tuesday.

In morning trade, the rare earths producer’s shares have given back their early gains and are down 1% to $14.61.

What’s going on with Lynas shares today?

The company’s shares have been bouncing around today as investors digest a big announcement released before the market open.

According to the release, the company’s chief executive officer and managing director, Amanda Lacaze, has advised the board of her intention to retire after 12 years in the role.

In response, the Lynas board has initiated a search process to select a new CEO to lead it through its next stage of growth. It notes that this process will consider both internal and external candidates.

In the meantime, Ms Lacaze intends to remain with the company until the end of the current financial year to enable a smooth transition.

Commenting on her exit, Lynas’ outgoing CEO, Amanda Lacaze, said:

I’ve loved every day of my 12 years at Lynas. It has been a great privilege to lead the company from a troubled startup to an ASX50 company. I am extremely proud of our achievements over this time. I am leaving the company in good hands with a fabulous team with unique skills and know-how, and a balance sheet to support future growth plans. Having successfully concluded the Lynas 2025 capital investment program and launched the Towards 2030 growth strategy, it is the right time to make this transition.

Lynas’ chair, John Humphrey, believes that Lacaze is leaving the company in a very different position to when she joined. He said:

Amanda has made an outstanding contribution to Lynas and the rare earths industry over the past 12 years. On behalf of the Board and the whole Lynas team, I thank Amanda for her leadership and dedication to our people and our company. This company was in a very difficult position when Amanda took on the role of CEO.

It is thanks to Amanda’s hard work, drive and tenacity that Lynas is today a leading rare earths producer and critical supplier to global manufacturing supply chains. Under Amanda’s leadership, the company’s production and operating footprint has grown and our market value has increased from around $400 million in 2014 to close to $15 billion. This provides an excellent foundation for the company’s continued growth and development.

Lynas shares remain up over 100% since this time last year.

The post Lynas shares slip on shock CEO exit appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• ASX 200 materials sector dominates as scores of mining shares hit new highs
• 10 best ASX 200 large-cap shares of 2025
• Here are the top 10 ASX 200 shares today
• Why Lynas shares are soaring 10% today after a sharp rebound from January lows

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 recommended Lynas Rare Earths Ltd. 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.

When I look ahead to 2026, I am seeking businesses that can continue to move forward for very different reasons, even if markets are uneven along the way.

Two ASX shares that stand out to me on that basis are CSL Ltd (ASX: CSL) and DroneShield Ltd (ASX: DRO). They operate in completely different industries, but I think they both offer compelling long-term investment cases as we move through 2026.

Why CSL still looks attractive

CSL has been going through a rough patch, but it remains one of the highest-quality businesses on the ASX.

The biotech operates in plasma therapies and vaccines, areas where demand is driven by medical necessity rather than economic conditions. That makes revenue more resilient than in many other sectors, particularly during periods of uncertainty.

CSL also benefits from scale and expertise that are difficult to replicate. Its global plasma collection network, manufacturing capabilities, and ongoing investment in research and development create high barriers to entry. These advantages help support long-term earnings growth, even if short-term results fluctuate.

Another reason I am comfortable with CSL in 2026 is its long-term mindset. Management continues to reinvest heavily in the business, prioritising sustainable growth over short-term optics. For investors willing to be patient, that approach has historically paid off.

CSL shares are not always cheap, and they can go through periods of underperformance. But for me, that volatility is a feature of owning a high-quality global company, not a reason to avoid it.

DroneShield offers a different kind of opportunity

DroneShield sits at the opposite end of the risk spectrum, but that is part of its appeal.

The company specialises in counter-drone technology, a market that has become increasingly important for defence, government, and the protection of critical infrastructure. The use of drones is expanding rapidly, and with it comes a growing need to detect, track, and neutralise unauthorised threats.

DroneShield’s revenue can be lumpy due to contract timing, which makes the share price volatile. However, the underlying demand drivers are structural rather than cyclical. Governments and defence agencies do not switch off security needs when conditions become challenging. In fact, they are dedicating more and more funding to counter-drone technology each year.

What makes DroneShield interesting for 2026 is that it remains relatively early in its growth journey. As the company builds its customer base and continues to refine its technology, there is potential for meaningful upside if execution remains strong.

Why I am comfortable owning both

CSL and DroneShield serve very different roles in a portfolio.

CSL provides exposure to a global healthcare leader with resilient demand and a long track record of value creation. DroneShield offers exposure to a niche defence technology with significant growth potential but higher risk.

Together, they balance each other. One offers stability and consistency. The other offers optional upside tied to a rapidly evolving security landscape.

Foolish Takeaway

No stock is without risk, and 2026 will no doubt bring its own challenges.

But CSL and DroneShield each have characteristics that make them appealing to me as long-term investments.

The post Why I think CSL and DroneShield shares are buys for 2026 appeared first on The Motley Fool Australia.

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• Are these ASX 200 shares a buy after yesterday’s sell off?
• Why 4DMedical, DroneShield, Super Retail, and Tamboran shares are falling today
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Motley Fool contributor Grace Alvino has positions in CSL and DroneShield. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CSL and DroneShield. The Motley Fool Australia has recommended CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Endeavour Group Ltd (ASX: EDV) shares are falling on Tuesday morning.

At the time of writing, the ASX 200 stock is down 4% to $3.66.

Why is this ASX 200 stock tumbling?

Investors have been selling the alcohol retail giant’s shares following the release of a trading update this morning.

According to the release, total sales increased 1% over the prior corresponding period to $6,682 million during the first half.

This reflects a 0.7% lift in Dan Murphy’s and BWS sales to $5,404 million, a 16.2% decline in specialty sales to $109 million, and a 4.4% lift in Hotels revenue to $1,169 million.

Management notes that since September, Dan Murphy’s and BWS have together delivered four consecutive months of sales growth. It believes this reflects the company’s commitment to price leadership as a fundamental part of the customer experience, particularly in Dan Murphy’s.

Second quarter combined sales for Dan Murphy’s and BWS grew by 2.2% over the prior corresponding period.

Profit decline

Things weren’t quite as positive for the ASX 200 stock’s earnings, with margin pressures leading to group EBIT (before significant items) falling to between $555 million and $566 million for the half. This is down 4.9% to 6.7% from $595 million a year earlier.

Commenting on the performance of its retail operations, the ASX 200 stock’s CEO, Jayne Hrdlicka, said:

The pricing and promotional decisions we have made in our Retail business have generated positive sales results, delivering on our aim to better align the customer propositions for each of our brands to re-ignite top line growth. In a competitive market landscape, we have focused on reinforcing customer confidence in the value we offer across all channels, particularly in Dan Murphy’s unbeatable price and customer experience.

A key step to realising the potential of our Retail brands is improving sales momentum, and as the first half progressed we made a number of decisions to improve customer engagement and generate higher sales velocity, including investment in lower shelf prices. We are very pleased with the speed of customer reaction to our shelf price and targeted promotional activity, highlighting the strength in both retail brands.

Speaking about the Hotels business, Hrdlicka adds:

The holiday spirit across our Hotels business was exceptional, enabling strong results. There is a lot to play for in our Hotels portfolio and we are excited by the opportunity to create additional value as we begin to roll out the refreshed strategy. I look forward to updating the market with further detail on our plans later this year.

The post Guess which ASX 200 stock is tumbling 4% on trading update appeared first on The Motley Fool Australia.

More reading

• Endeavour Group: H1 FY26 sales rise, retail margin narrows
• Two ASX 200 stocks with buy recommendations from Ord Minnett
• Are these two struggling consumer staples shares a bargain?

Motley Fool contributor James Mickleboro has positions in Endeavour 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 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’s hard to believe January 2023 was already three years ago. But in that time, there have been plenty of ASX ETFs that have brought investors strong returns. 

Of course, past performance doesn’t guarantee future returns. 

But it can be worthwhile to examine which global funds have performed strongly over an extended period of time. 

Here are three that focus on international stocks that have doubled since 2023. 

BetaShares NASDAQ 100 ETF (ASX: NDQ)

This fundamental ASX ETF provides investors with the return of the NASDAQ-100 Index (NASDAQ: NDX). 

This comprises 100 of the largest non-financial companies listed on the Nasdaq market, and includes many companies that are at the forefront of the new economy.

It has a strong focus on technology companies. This can give Aussie investors exposure to a high-growth potential sector that is underrepresented in the Australian sharemarket.

This includes companies like Apple, Amazon, and Google. 

Since January 2023, this fund has had an extremely strong return, climbing by 121%. 

This means a hypothetical investment of $10,000 at that time would have risen to $22,100 today.

This is before taking into account dividends or management fees. 

iShares International Equity ETFs – iShares Global 100 ETF (ASX: IOO)

This fund aims to provide investors with the performance of the S&P Global 100 Index, before fees and expenses. 

The index is designed to measure the performance of 100 multinational, blue-chip companies of major importance in global equity markets.

It’s worth mentioning that this fund and the previous ASX ETF from Betashares share many of the same companies. 

That doesn’t mean you can’t own both. But they are relatively similar. 

This fund from iShares has a broader geographical and sector spread – it includes major companies from the US, Europe, Asia, etc. 

This global diversification has been a successful strategy over the last three years, as this fund has risen by roughly 98%. 

This means an initial investment of $10,000 would now be worth $19,800.

ETFs Fang+ ETF (ASX: FANG)

According to Global X, this ASX ETF seeks to invest in companies at the leading edge of next-generation technology, which includes both household names and newcomers.

It is designed to be a core building block for growth-oriented portfolios, offering broad thematic exposure. 

By sector, it is weighted towards: 

• Information Technology (59.36%)
• Communication Services (29.73%)
• Consumer Discretionary (10.87%)

This has been a successful strategy over the last 3 years, with the fund rising an impressive 209%. 

That means an initial investment of $10,000 would now be worth $30,900. 

The post Guess how much $10,000 invested in these ASX ETFs 3 years ago is worth today? appeared first on The Motley Fool Australia.

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Motley Fool contributor Aaron Bell has positions in BetaShares Nasdaq 100 ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Coles Group Ltd (ASX: COL) shares closed 2.38% higher on Monday afternoon, at $21.53 a piece. The latest gain puts the supermarket giant’s share price 5.28% higher over the past six months and 14.46% above where the shares were trading this time last year.

The Coles share price spiked in late August and early September on the back of a robust FY25 result. It also posted a strong quarterly update in late October, where it reported a 3.9% increase in group sales and quarterly results generally in line with analyst expectations. 

Overall, Coles was a strong performer in 2025, and it appears that its growth strategy has paid off. But the business continues to face headwinds from resilient inflation and cost-of-living pressures in Australia.

Consumers are being forced to cut back on discretionary items, and even Coles’ executives have noted that shoppers are visiting more stores and being more selective. And this could be problematic for business growth in 2026.

Analysts are mostly bullish about the outlook for Coles shares in 2026. TradingView data shows that 10 out of 16 analysts have a buy or strong buy rating on the stock with a maximum 12-month target price of $26.60. That implies that Coles shares could jump another 23.55% this year, at the time of writing.

The company’s growth and anticipated share price increases are attractive, but I have my eye on another roaring ASX retailer, which I think is an even better buy for growth this year.

Another ASX retailer set to rocket in 2026

Metcash Ltd (ASX: MTS) is a wholesale distribution and marketing company that specialises in food, liquor, and hardware. Unlike the supermarket giant, Coles, Metcash supplies and supports independent retailers in Australia.

For example, its supermarket segment supplies more than 1600 stores, including the IGA and Foodland brands. Meanwhile, its liquor operations supply more than 90% of independently owned bottle shops, including the Bottle-O and Cellarbrations brands, as well as pubs. 

Metcash’s hardware division is the second-largest supplier in Australia, servicing more than 700 Mitre 10, Home Timber & Hardware, and Total Tools stores across metropolitan and regional Australia. 

At the close of the ASX on Monday afternoon, Metcash shares were down 0.30% to $3.30 each. Over the past six months, the retailer’s shares have declined 17.91%, but they remain 7.14% above their level at this time last year.

Metcash shares suffered a huge 15% crash in late November following the company’s FY26 half-year results, but analysts seem to be confident that the business can turn it around for 2026.

Metcash is a fantastic defensive asset, and while I don’t think we’ll see explosive numbers this year, I do think we’ll see consistent growth over the next 12 months, which will outpace the likes of Coles.

TradingView data shows that 9 out of 13 analysts have a buy or strong buy rating on Metcash shares, with a maximum target price of $4.70. That implies the shares could increase by 42.42% from the current share price.

The post Forget Coles shares, I’d buy this roaring retailer instead appeared first on The Motley Fool Australia.

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Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has 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.

Not everyone can afford to invest tens of thousands of dollars into ASX shares. But that doesn’t matter because you don’t need to do that to build wealth in the share market.

In reality, consistency often matters far more than the size of the investment.

Investing $500 a month into ASX shares may not sound like it could become something meaningful. But you would be wrong.

The power of consistency

Putting aside $500 every month means investing $6,000 a year. That alone adds up steadily, but the real benefit comes from staying invested through different market conditions.

Some months, you will invest when prices are rising. Other months, you will invest when markets are under pressure. Rather than trying to time those moves, regular investing smooths out the journey and removes emotion from the process. This is what we call dollar-cost-averaging.

This approach also helps investors stay committed. A simple monthly plan is far easier to maintain than trying to decide when to invest larger sums.

Building wealth with ASX shares

To provide some context, let’s assume I can invest $500 per month in ASX shares and earn a long-term average return of 9% per year. 

That is broadly in line with historical share market returns over long periods, although actual returns will vary year to year.

Here is what that could look like:

• After 10 years, my ASX share portfolio could be worth around $95,000
• After 20 years, my portfolio could grow to roughly $330,000
• After 30 years, it could reach more than $850,000 in value

None of this requires picking perfect ASX shares or timing the market. It stems from a combination of time, consistency, compounding, and a well-balanced portfolio comprising strong companies. This could include shares such as Macquarie Group Ltd (ASX: MQG), Sigma Healthcare Ltd (ASX: SIG), Wesfarmers Ltd (ASX: WES), and Commonwealth Bank of Australia (ASX: CBA).

Flexibility along the way

Investing $500 a month also gives investors flexibility. Contributions can be increased when income rises or reduced temporarily if circumstances change.

More importantly, it builds confidence. Watching a portfolio grow through regular contributions helps reinforce good habits and makes long-term investing feel achievable rather than intimidating.

Foolish Takeaway

Investing $500 a month into ASX shares is not about getting rich quickly. It is about building momentum over time.

With patience and a reasonable long-term return, that steady habit can grow into hundreds of thousands of dollars. You do not need to start with a fortune. You just need consistency and time.

The post How much wealth could I build by investing $500 a month into ASX shares? appeared first on The Motley Fool Australia.

More reading

• Guess how much $10,000 invested in these ASX ETFs 3 years ago is worth today?
• Forget Coles shares, I’d buy this roaring retailer instead
• Endeavour Group: H1 FY26 sales rise, retail margin narrows
• GQG Partners reports US$163.9bn FUM for 2025
• Buy, hold, sell: ANZ Bank, Monadelphous, and Northern Star shares

Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia and Wesfarmers. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Wesfarmers. The Motley Fool Australia has positions in and has recommended Macquarie Group. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The Endeavour Group Ltd (ASX: EDV) share price is in focus after the company reported H1 FY26 group sales rose 1% to $6.68 billion, with Dan Murphy’s and BWS Q2 sales up 2.2% and Hotels Q2 sales climbing 4.4%.

What did Endeavour Group report?

• Group sales grew 1.0% to $6.68 billion for the half year ended 4 January 2026.
• Dan Murphy’s and BWS Q2 sales rose 2.2%; H1 sales for both brands up 0.7% to $5.4 billion.
• Hotels revenue increased 4.4% to $1.17 billion, with record results in December.
• Preliminary group profit before tax (pre significant items) expected between $400 million and $411 million (vs $437 million last year).
• A net significant item expense of $45 million pre-tax flagged for H1, mainly related to supply chain changes.

What else do investors need to know?

The retail business saw improved sales momentum throughout the half as customers responded well to price reductions and targeted promotions, especially at Dan Murphy’s. However, this focus on sharper pricing led to an expected 85 basis point decline in retail gross profit margin compared to last year.

On the hotels side, strong holiday trading and refurbished venues boosted sales, with hotels delivering their best-ever monthly results in December. The group also incurred significant one-off costs for the planned closure of the Melbourne Liquor Distribution Centre and is transitioning to a new supply chain provider from 2027.

What did Endeavour Group management say?

Endeavour Group CEO Jayne Hrdlicka said:

The pricing and promotional decisions we have made in our Retail business have generated positive sales results, delivering on our aim to better align the customer propositions for each of our brands to re-ignite top line growth. In a competitive market landscape, we have focused on reinforcing customer confidence in the value we offer across all channels, particularly in Dan Murphyʼs unbeatable price and customer experience.

A key step to realising the potential of our Retail brands is improving sales momentum, and as the first half progressed we made a number of decisions to improve customer engagement and generate higher sales velocity, including investment in lower shelf prices. We are very pleased with the speed of customer reaction to our shelf price and targeted promotional activity, highlighting the strength in both retail brands.

What’s next for Endeavour Group?

Management says the second half will focus on executing its refreshed strategy for both retail and hotels, targeting better in-store price execution and continued investment in customer experience. The transition to a new Victorian distribution centre aims to deliver supply chain benefits over time, despite the short-term costs.

Endeavour Group plans to provide further detail at its H1 FY26 results in March and at its next Investor Day. The company says it remains committed to offering strong value to customers while progressing efficiency and cost-reduction initiatives across its brands.

Endeavour Group share price snapshot

Over the past 12 months, Endeavour Group shares have declined 8%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 7% over the same period.

View Original Announcement

The post Endeavour Group: H1 FY26 sales rise, retail margin narrows 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 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.

The GQG Partners Inc (ASX: GQG) share price is in focus as the global fund manager reported Funds Under Management (FUM) of US$163.9 billion at 31 December 2025, up from US$153.0 billion a year ago. Annual net inflows were negative, but investment performance delivered a strong boost.

What did GQG Partners report?

• Funds Under Management (FUM) ended at US$163.9 billion (up from US$153.0 billion in 2024)
• December 2025 net outflows of US$2.1 billion
• Full-year 2025 net outflows totalled US$3.9 billion
• Investment performance added US$14.8 billion for the year
• Management fees remain the main source of net revenue

What else do investors need to know?

GQG Partners continues to navigate challenging markets, including extended valuations and increased macroeconomic uncertainty. The company maintained a defensive portfolio positioning through the end of 2025, aiming to protect client assets.

As a result, GQG reported relative underperformance compared to its benchmarks across all its major investment strategies for the year. The firm’s management remains highly aligned with shareholders and clients.

What’s next for GQG Partners?

Looking ahead, the company has noted its upcoming FUM announcement dates in February, March, and April 2026. GQG says its management team remains committed to both shareholders and clients, with a clear focus on the business’s long-term resilience and growth.

Investors may wish to watch for further updates on fund flows and any adjustments to the manager’s defensive positioning in a changing global environment.

GQG Partners share price snapshot

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

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The post GQG Partners reports US$163.9bn FUM for 2025 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 recommended Gqg Partners. 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.