The All Ordinaries Index (ASX: XAO) is up around 1% since this time last year, with plenty of help from this surging ASX All Ords stock.

The outperforming company in question is Shape Australia Corporation Ltd (ASX: SHA).

In Monday afternoon trade, shares in the Australian fitout and construction services specialist were trading for $7.19 apiece. That sees the Shape share price up an impressive 74.9% in 12 months.

Atop those strong capital gains, the ASX All Ords stock also paid (or shortly will pay) two fully franked dividends, totalling 32 cents a share, over this period. At the recent share price, this sees Shape shares trading on a fully franked 4.5% trailing dividend yield. That equates to a grossed-up yield of 6.4%, once we add in the benefits of those franking credits.

It’s a bit late to grab the final FY 2026 Shape dividend, with the stock having traded ex-dividend on Friday, 28 August.

But I wouldn’t be concerned about the upcoming passive income payment, with the analysts at Ord Minnett forecasting Shape shares to deliver more outsized gains.

What’s been happening with Shape shares?

Shape reported its full year FY 2026 results on 19 August.

Highlights included a 29.6% year-on-year increase in revenue to $1.24 billion, marking the first year the ASX All Ords stock achieved more than $1 billion in annual revenue.

Earnings grew strongly as well, with earnings before interest, taxes, depreciation and amortisation (EBITDA) up 53% to $50 million.

And on the bottom line, Shape reported net profit after tax (NPAT) of $32 million, up 50.2% from FY 2025.

Over the 12 months, Shape also completed two strategic acquisitions, Arden and Australian Professional Shopfitters (APS).

Should I buy the ASX All Ords stock today?

Ord Minnett noted that Shape’s revenue exceeded the top range of guidance of $1.225 billion.

The broker added:

Notably, a gross margin of 9.8% (9.5% ex. interest revenue) looks to be a sustainable level going forward given that Arden’s contribution in the 2H offset the slight pullback in modular revenue, which was to be expected.

This gross margin profile in FY27 will be supported by an additional half of Arden operations as well as a full year of APS earnings. In addition, the modular business has room to grow with a sizable cut of the 23% education contribution to the $628.4m orderbook allocated to modular work. SHAPE continues to execute strongly on its strategy

Ord Minett also believes management is being conservative with its FY 2027 earnings outlook.

“Outlook for FY27 earnings looks to be somewhat conservative, but gives SHAPE a strong chance of exceeding expectations given its strong track record of performance,” the broker noted.

Connecting the dots, Ord Minett maintained its buy recommendation on the ASX All Ords stock with a slightly lowered price target of $8.55 a share (down from $8.85).

That represents a potential upside of around 19% from the recent Shape share price.

The post Up 75%! Why this rocketing ASX All Ords stock is forecast to deliver more outsized gains appeared first on The Motley Fool Australia.

More reading

• SHAPE Australia: Record profit, revenue, and dividends in FY26

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

BHP Group Ltd (ASX: BHP) shares have enjoyed another powerful month, climbing to a record high of $68.77 last week.

Although the mining giant has slipped 3.5% over the past five trading days, it remains up 10% in August, taking its year-to-date gain to 45% and its 12-month return to 54%.

With BHP now knocking on the door of $70, the question is whether another record is around the corner or whether the rally is running out of steam.

What happened in August?

BHP shares began trending higher in early August as investors became increasingly bullish about copper prices.

The rally accelerated after BHP delivered its FY26 results on 18 August, with the miner reporting a record underlying EBITDA result and a 27% increase in earnings.

The strong operational performance across its key businesses gave investors another reason to pile into the stock.

It is not difficult to understand the enthusiasm. BHP generated underlying EBITDA of around US$33 billion in FY26, supported by stronger commodity prices and record iron ore production in Western Australia.

But copper is increasingly becoming the star of the show. Copper contributed more than half of BHP’s underlying EBITDA for the first time, while production reached around 2 million tonnes for a second consecutive year.

The company is targeting approximately 40% growth in copper production by FY35 through projects across Australia, Chile and Argentina, potentially giving shareholders significant exposure to the metal’s long-term demand outlook.

Meanwhile, net debt fell below US$9 billion and BHP declared a final dividend of 99 US cents per share.

Can BHP shares break $70?

The market isn’t universally convinced that the rally can continue.

TradingView data shows 14 of 24 analysts have a hold rating on BHP shares. Six rate the stock a strong buy, while four have a sell or strong-sell recommendation.

More importantly, the average analyst price target of $60.52 sits below the current share price, implying roughly 9% downside over the next 12 months.

But that average masks an extraordinary disagreement among analysts.

The lowest target is just $34.77, implying a potential 35% plunge. At the other end of the spectrum, the highest target is $67.11, a fraction higher than the current share price.

What do the major brokers expect?

Morgan Stanley is relatively bullish, with a buy rating and $67.50 target, although that target is already below BHP’s latest record.

Berenberg has a hold rating and $64.22 target, while UBS is targeting $59.

JPMorgan has a $56.66 target, Morgans is considerably more bearish with a sell rating and $55.30 target, and Deutsche Bank has a $51 target.

So, can BHP break $70?

The fundamentals remain compelling, particularly the growing contribution from copper. But with shares already up 45% in 2026, investors may need another surge in commodity prices or stronger-than-expected earnings growth to push BHP decisively into record territory.

The post After another big month, can BHP shares break through $70? appeared first on The Motley Fool Australia.

More reading

• BHP shares are pulling back from their record high. Is it time to sell?
• Chasing dividends? 11 ASX shares in top-paying sectors going ex-dividend this week
• Up 56%! 3 reasons to still buy BHP shares today
• Buy, hold, sell: Rio Tinto, PLS Group, BHP shares
• Experts name 2 ASX 200 blue chip shares to buy this week

Motley Fool contributor Marc Van Dinther has positions in BHP 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.

As FY27 gets underway, dividend shares are back in focus following earnings results adjustments. 

During earnings season, investors get a clearer picture of how companies are performing, what management expects for the year ahead, and whether current dividend payouts look sustainable. 

For income-focused investors, this can create an opportunity to reassess dividend shares that combine attractive yields with the potential for reliable earnings and cash flow growth.

Why consistency is just as important as yield 

It’s understandable for income investors to hunt for high yields, however yield alone doesn’t tell the whole story. 

A reliable income stream can be just as valuable, particularly for investors who depend on their portfolio to provide consistent cash flow. 

A slightly lower yield backed by strong, sustainable fundamentals may ultimately prove more attractive than a higher yield that comes with a greater risk of dividend cuts or significant capital losses. 

For income investors, the key is not simply how much an investment pays today, but how dependable that income is likely to be over the long term.

With that in mind, here are three great ASX dividend shares to target right now. 

Wesfarmers Ltd (ASX: WES)

Wesfarmers is the company behind a number of well-known Australian retail names, including Bunnings, Kmart, Officeworks, Priceline, Target, and others.

It has long been a go-to option for income investors for its reliable dividend. 

This is set to continue, as it is expected to offer a grossed-up dividend yield of 4.3%, including franking credits.

This is expected to reach nearly 5% by FY29, offering a long-term option for investors. 

Bank of Queensland Ltd (ASX: BOQ)

Bank of Queensland is one of the largest competitors in the banking sector outside the big four. 

Over the past year, it has paid shareholders a total of 55 cents per share in fully franked dividends, including the special capital return dividend paid on 24 August.

Based on the current share price, Bank of Queensland shares are currently offering a fully franked dividend yield of over 8%. 

This current yield places it at the top end out of every ASX 200 stock. 

ANZ Group Holdings Ltd (ASX: ANZ)

Turning our attention to big four bank shares, which have long provided consistent yields, ANZ currently offers the best yield, along with Westpac Banking Corp (ASX: WBC). 

Both currently offer a yield of roughly 4.5%, however ANZ appears to have the most capital gain upside. 

The bank has a long history of paying regular dividends, with franking credits potentially adding to the value for eligible Australian investors. 

Its established earnings base and strong position in the Australian banking sector also provide a solid foundation for ongoing shareholder returns.

The post 3 top ASX dividend shares to target in September  appeared first on The Motley Fool Australia.

More reading

• Here’s the dividend forecast out to 2029 for Wesfarmers shares
• How much must I invest in ANZ shares to earn $1,000 in passive income in 2027?
• The 2 top yielding ASX 200 bank stocks revealed (Hint: Not CBA shares)
• Are ASX bank shares a buy in September?
• How to build an ASX portfolio you do not need to check every day

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 positions in and has recommended Wesfarmers. 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.