Tag: Stock pick

Nufarm Ltd (ASX: NUF) shares were turning heads yesterday after tumbling 6% in a single session. 

This halted strong momentum from the Australian agricultural chemical and seed technology company. 

Its share price remains up 29% year to date. 

What were investors reacting to?

Nufarm shares fell following the release of an ASX announcement from the company. 

As reported by Aaron Teboneras, Nufarm announced an updated FY26 guidance. 

According to the release, underlying EBITDA is expected to increase approximately 25% on the prior corresponding period. 

For FY26, underlying EBITDA is expected to be between $370 million and $380 million, representing 25% growth at the midpoint compared to FY25. 

Despite these positive numbers, investors were exiting their positions in Nufarm shares. 

It’s possible this is because Nufarm is facing another $90 million to $110 million of restructuring costs, adding to last year’s large statutory loss and raising concerns about ongoing costs and uncertainty.

Although underlying EBITDA is improving, investors want to see whether the restructuring actually leads to sustainable profits and cash flow, rather than repeated one-off charges.

What is Bell Potter’s outlook for Nufarm shares?

Following the fall to $3 a share for Nufarm shares, Bell Potter released updated guidance. 

Ultimately, the broker’s view is positive. 

Bell Potter said Nufarm’s underlying performance is stronger than expected, particularly in Seeds, while the balance sheet is improving and the restructuring is progressing.

Bell Potter expects underlying EBITDA to remain strong and grow from FY26 onward, but NPAT will remain weighed down by largely non-cash restructuring costs, meaning statutory profit may lag the underlying EBITDA improvement.

Buy rating unchanged 

Bell Potter ultimately sees plenty of upside despite the announcement. The broker retained its buy recommendation and raised its price target to $3.90 for Nufarm shares (previously $3.75).

Our Buy rating is unchanged. In FY26e NUF has delivered a result that was consistent with our expectations, while incurring costs related to plant outages that were not expected. The underlying performance looks to be stronger than what is implied at the headline, with material YoY growth in Seeds and the basis of the next leg of cost outs now articulated.

From yesterday’s closing price, this indicates an upside potential of 30%. 

Importantly for investors, Bell Potter isn’t the only broker with a positive view. 

The team at Morgans recently placed a $4.15 price target on Nufarm shares. 

From current levels, this indicates an upside potential of 38%. 

The post What is Bell Potter’s updated view on Nufarm shares after crashing 6% appeared first on The Motley Fool Australia.

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• Why is this ASX share crashing 8% on Wednesday?
• Morgans tips both of these ASX shares to rise 31%
• Bell Potter says this ASX 200 stock is a buy
• 5 things to watch on the ASX 200 on Thursday

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 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 Premier Investments Ltd (ASX: PMV) share price is in focus after the company posted a net profit from continuing operations of $129.2 million, down 10.3% from last year, with total revenue from ordinary activities slipping 2.8% to $808 million.

What did Premier Investments report?

• Total revenue from continuing operations: $808.0 million (down 2.8%)
• Net profit after tax (continuing operations): $129.2 million (down 10.3%)
• Final dividend: 36 cents per share, fully franked (record date 11 December 2026; payable 22 January 2027)
• Interim dividend: 45 cents per share, fully franked
• Total ordinary dividends for FY26: 81 cents per share (up from 50 cents in FY25, which included a large in-specie distribution)
• Net tangible assets per share: $4.19 (down from $4.43)

What else do investors need to know?

The 2026 financial year was Premier Investments’ first full year after selling its five Apparel Brands to Myer Holdings in January 2025. The group is now focused on its Peter Alexander and Smiggle retail brands, alongside its investment in Breville Group.

Peter Alexander continued to perform strongly, recording $565.3 million in sales (up 3.2%), aided by the successful launch of the ‘Peter’s Dreamers’ loyalty program. However, subsequent to year-end, the group announced the closure of its three UK Peter Alexander stores due to sustained weak trading in that market—an impairment expense of $7.7 million was recognised.

In contrast, Smiggle recorded global sales of $230.2 million, down 12.9% from the prior year, and has embarked on a strategic brand repositioning, targeting its original core age group for renewed growth.

Premier also remains a major shareholder in Breville Group Ltd (ASX: BRG) (holding 25.2%), booking $34.8 million in associate profit and receiving $13.9 million in dividends from Breville during the year.

What did Premier Investments management say?

John Bryce, Chief Financial Officer at Premier Retail, said:

Despite challenging conditions, we were able to maintain strong gross margins and continue investment in our brands. The resilience of Peter Alexander and our ability to adapt at Smiggle shows the underlying strength of our focused retail platform.

What’s next for Premier Investments?

Looking ahead, Premier Investments will focus on deepening customer engagement, particularly through the Peter Alexander loyalty program. With the winding down of UK store operations, Peter Alexander’s international strategy will now centre on online rather than bricks-and-mortar in Europe.

For Smiggle, the brand refresh is expected to underpin future growth, with a relaunch planned for FY27 targeting the core 6–12 year age demographic. The group also plans ongoing investment in both brands, supply chain innovation, digital channels, and sustainability initiatives.

Management remains confident in the group’s financial flexibility and cash position, supporting continued dividends and capital management.

Premier Investments share price snapshot

Over the past 12 months, Premier Investments shares have declined 45, significantly trailing the S&P/ASX 200 Index (ASX: XJO).

View Original Announcement

The post Premier Investments earnings: Net profit slips, dividend steady in FY26 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 Premier Investments. 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.

Magellan Financial Group vs GQG Partners shares

When it comes to picking ASX-listed fund managers, Magellan Financial Group Ltd (ASX: MFG) and GQG Partners Inc (ASX: GQG) stand out as two big names vying for investor attention. Both are global equities managers with well-known brands and diverse client bases, but recent share price volatility and shifting fundamentals have made this a much more interesting contest than it might have been a few years ago. If you’re weighing up Magellan Financial Group vs GQG Partners shares, here’s what sets them apart right now.

The case for Magellan Financial Group

Magellan Financial Group is an Australian-based diversified financial services group with its roots in global equities and infrastructure fund management. Founded in 2006, it recently made waves by merging with Barrenjoey Capital Partners, expanding into areas like investment banking and private capital. Magellan has faced considerable outflows from its flagship funds, underperforming peers and sparking a broader strategic reset—including outsourcing some global equities funds.

Looking at its fundamentals:

• Market cap of $2.47 billion
• Fully franked trailing dividend yield of 7.69%
• P/E ratio of 16.90
• Earnings per share of $0.500
• Year-to-date return of -8.8%

Franking is a standout here—Magellan’s dividends remain 100% franked, which may appeal for investors seeking tax-effective income. But it’s worth noting the dividend per share appears much lower than last decade’s peak, reflecting pressure on earnings.

The case for GQG Partners

GQG Partners operates as a global boutique asset manager focused on active stock-picking across global markets. Headquartered in the US but with a strong ASX listing, GQG’s client base spans big pension funds, sovereign wealth, and individual investors. Its strong global presence makes it a recognised player in global equities.

GQG’s recent fundamentals stand out:

• Larger market cap of $3.21 billion
• Staggering reported dividend yield of 19.39% (unfranked)
• P/E ratio of 4.78—a fair bit lower than Magellan’s
• Earnings per share of $0.159
• Year-to-date return of -30.1%

It’s hard to ignore that eye-popping yield and rock-bottom P/E for an asset manager of this size, but the dividend is entirely unfranked—a key point for local income hunters.

Valuation comparison

Here’s how some key metrics stack up:

Metric	Magellan Financial Group	GQG Partners
Market Cap	$2.47b	$3.21b
P/E Ratio	16.90	4.78
Dividend Yield	7.69% (100% franked)	19.39% (unfranked)
Earnings per Share	$0.500	$0.159
Year-to-date Return	-8.8%	-30.1%

Note: GQG Partners’ low P/E and high yield jump off the page, but the EPS figure used to compute the P/E ratio may differ from the trailing earnings number reported here. If it seems mathematically inconsistent, it’s likely due to different definitions of earnings in these calculations. Magellan’s 100% franked dividends stand in contrast to GQG’s unfranked payouts—potentially a big factor, depending on your tax situation or income needs.

Recent share price performance

Comparing share recent share price momentum from 25 August to 21 September 2026:

• Magellan shares have fallen -8.8% year to date with some sharp swings. From $10.78 on 25 August to $8.43 by 21 September, the shares lost significant ground, with a particularly steep fall on 27 August (-14.0%).
• GQG Partners shares suffered an even heavier YTD drop of -30.1%. Between 25 August ($1.49) and 21 September ($1.09), GQG lost about 27% of its value, also weathering large one-day drops, especially on 26 August (-6.7%).

It’s fair to say recent performance has been negative for both, but the speed of decline for GQG has been particularly severe.

Which is the better buy?

This is a tricky face-off. GQG Partners clearly screens as far “cheaper” on P/E and headline yield, but it’s missing franking credits and has been hammered much harder on price—in fact, I’d want to understand the sustainability of that 19.4% yield before counting on it. Magellan looks steadier, both in how its payout is franked and in less severe recent share price losses, though it’s hardly immune to volatility and has well-known business challenges on its plate.

If pushed to pick, I’d lean modestly towards Magellan Financial Group for its franking, more stable payout record, and less dramatic share price drawdown over the last quarter. That said, GQG’s value metrics are so extreme that, for brave investors who can stomach volatility and do their homework on the dividend, it remains tempting as a contrarian punt. Right now, my pick would be Magellan—pragmatically, for income consistency and overall relative stability. But it’s closer than it looks, and both have things to prove moving forward.

The post Magellan Financial Group vs GQG Partners: ASX fund manager showdown appeared first on The Motley Fool Australia.

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• 3 ASX shares trading at 52-week lows that could be outstanding value plays 
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• GQG Partners shares in focus after August 2026 FUM update

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 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 Washington H. Soul Pattinson and Company Ltd (ASX: SOL) (Soul Patts) share price is in focus after the investment house delivered a landmark year to 31 July 2026, with statutory NPAT soaring 502% to $2.19 billion and revenue jumping 96% as a result of the merger with Brickworks Limited.

What did Washington H. Soul Pattinson report?

• Revenue from continuing operations rose 96% to $1.87 billion (FY25: $955 million)
• Statutory net profit after tax (NPAT) attributable to shareholders up 502% to $2.19 billion (FY25: $364 million), including one-off merger gains
• Net Cash Flow From Investments (NCFI) increased 12% to $572 million
• Final dividend of 63 cents per share, fully franked (up 6.8% on FY25); total FY26 ordinary dividends 111c (up 7.8%)
• Net Asset Value (pre-tax) up 10.4% to $13.7 billion; post-tax NAV $14.5 billion (up 27.2% per share basis)
• Available liquidity of $3.8 billion in cash and facilities

What else do investors need to know?

FY26 was transformative for Soul Patts, driven by the completed merger with Brickworks in September 2025. The new group consolidated two of the country’s most recognised compounders and led to a significant reset of Soul Patts’ capital structure, tax base, and portfolio mix. With the cross-shareholding unwound, Brickworks’ results are now fully included from the merger date, with prior holdings equity-accounted.

Beyond record profit, Soul Patts demonstrated active portfolio management, selling down equities including its TPG Telecom stake, divesting the Goodman industrial property joint venture for $1.9 billion, and expanding allocations to global private markets and fixed income. The business remains Australia’s only dividend aristocrat, marking its 28th consecutive year of increased ordinary dividends.

What did Washington H. Soul Pattinson management say?

Todd Barlow, Managing Director & CEO said:

One year on, the Brickworks merger decision has delivered a cleaner capital structure, a stronger balance sheet and great firepower for new investments, without compromising the disciplined governance and capital allocation Soul Patts has always been known for.

What’s next for Washington H. Soul Pattinson?

Looking ahead, Soul Patts says its strong balance sheet and cash reserves give the group flexibility to pursue new investments as opportunities arise, especially during market volatility. Management expects to continue rotating capital into global private markets, with a focus on quality and disciplined deployment. The reactivated Dividend Reinvestment Plan allows shareholders to reinvest in new shares for the 2026 final dividend, with grants expected to grow now that the Soul Patts Foundation corpus has expanded post-merger.

Market conditions remain uncertain, but management is prioritising liquidity management, a continued defensive portfolio approach, and active capital deployment to sectors with long-term structural growth. Soul Patts’ history of resilience and dividend growth underpins its guidance of ongoing value creation for shareholders.

Washington H. Soul Pattinson share price snapshot

Over the past 12 months, Soul Patts has risen 16%, outpacing the S&P/ASX 200 Index (ASX: XJO), which is flat over the same period.

View Original Announcement

The post Washington H. Soul Pattinson posts 502% profit surge after Brickworks merger 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 Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Washington H. Soul Pattinson and Company Limited. 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.

Something will jump out at you if you take a look at the WAM Capital Ltd (ASX: WAM) share price right now. It’s not the share price itself, although that is notable for reasons we’ll get to momentarily. No, what’s most striking about WAM Capital shares today is the absolutely stonking dividend yield this listed investment company (LIC) is apparently trading on.

Yesterday, WAM Capital shares closed at $1.18. That was down 0.42% for the session.

At that price, WAM Capital was allegedly trading on a trailing dividend yield of 13.19%.

Yep, no typos, no misplaced decimal points. 13.19%.

The prospect of a 13.2% yield is more than enough to grab any investor’s attention, regardless of whether they even invest primarily for income. After all, that implies that one would get back roughly $132 a year for every $1,000 invested. Incredible cash flow if accurate.

The market rarely offers up these sorts of opportunities, so is this a case of ‘too good to be true’?

Well, let’s work our way backwards to find out. WAM Capital has paid out two dividends over the past 12 months. The first was the October 2025 final dividend worth 7.75 cents per share. The second, the interim dividend from May, was also worth 7.75 cents per share. That 15.5 cents per share in dividends over the past 12 months gives WAM Capital that 13.2% yield at the current $1.18 share price.

Is the 13.2% dividend yield on WAM Capital shares for real?

Case closed, right? Well, not exactly. As any good dividend investor knows, a trailing yield only tells us what an investment has paid out over the past 12 months. It doesn’t tell us a lot about what it might fund over the coming 12 months.

As we’ve discussed many times this year, there were many warning signs that WAM Capital was digging itself into a bit of a hole when it came to future payout ability. Its profit reserve, from which dividends can be funded, has all but run dry. WAM Capital itself acknowledged this reality last month. That was when the company told investors that:

Since FY2020, the Board has maintained WAM Capital’s full year dividend at 15.5 cents per share. Over that period, the dividends paid by the Board exceeded the profits generated, drawing down the Company’s accumulated profits reserve. Maintaining the dividend at 15.5 cents per share is no longer sustainable with the profits reserve available.

As a result, WAM Capital has told investors to only expect a total of 8 cents per share (two dividends worth 4 cents each) over 2027. Those will come partially franked at 60%. That’s a cut worth 48.4%. Ouch.

If that is accurate (WAM Capital could downgrade it even further if necessary), WAM Capital shares would have a forward yield of 6.84% at current prices. Not 13.2%.

Of course, that is still a fairly sizeable yield. But bear in mind that it is largely a result of this LIC’s share price collapse in 2026. Since the start of the year, WAM Capital shares have lost more than 35.3% of their value, including 22.5% since this dividend cut was announced. It’s also worth noting that, as of 31 August, WAM Capital only had 5.7 cents in its profit reserve. This means that, as of today, it doesn’t even have the cash on hand to fund 8 cents per share worth of dividends.

Investors might wish to tread very cautiously indeed here.

The post Insane: Do WAM Capital shares really have a 13.2% yield? appeared first on The Motley Fool Australia.

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Motley Fool contributor Sebastian Bowen thankfully 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.

Doubling your money with an ASX share in the space of 12 months is not something that happens too often.

But Bell Potter thinks it could be possible with the one in this article.

Though, it is likely to be only suitable for investors with a high tolerance for risk.

Which ASX share?

The share that has caught the eye of Bell Potter is Kinatico Ltd (ASX: KYP).

It is a leading provider of know your people solutions to organisations in Australia and New Zealand. Its CVCheck business currently provides employment screening and verification services to over 10,000 repeat corporate customers.

The ASX share is also focused on the development and growth of a new SaaS-based business which provides real-time workforce compliance management and monitoring via a suite of software solutions.

Bell Potter notes that the macro backdrop is weak. However, it believes there will be limited impact on earnings given management’s ability to adjust its cost base. It said:

There is no change in our full year forecasts but we increase the revenue skew in FY27 to H2 given the weak macro backdrop and the likely continued lengthening of decision making and tender processes which was evident in 2HFY26. The risk is this continues into 2HFY27 as well but at this stage we assume the macro environment improves next half post a couple of likely interest rate rises this half. 

In theory this then translates into some enterprise wins for Kinatico Compliance (KC) and drives strong SaaS growth in 2HFY27. Importantly we also expect Kinatico to adjust its cost base over the course of FY27 so that there is little impact on earnings in both H1 and H2.

It then adds:

We now forecast a 1H/2H revenue split of $19.0m/$22.5m compared to $20.2m/$21.3m previously. This equates to growth of 8% in H1 and 28% in H2 and effectively assumes little if any new enterprise wins for KC in H1 but then a few reasonable wins in H2. The growth in each half is still being driven by strong double digit increases in SaaS revenue – 20% in H1 and 46% in H2 – while we continue to expect modest declines in the legacy checks revenue in both halves. 

The change in skew, however, means we now forecast SaaS revenue as a percentage of total revenue to remain flat at 62% in 1HFY27 relative to 2HFY26 but to then increase materially to 70% in 2HFY27.

Should you invest?

As I mentioned at the top, Bell Potter believes there could be significant upside on offer with this ASX share.

According to the note, the broker has retained its buy rating with a trimmed price target of 34 cents (from 36 cents).

Based on its current share price of 14.5 cents, this implies potential upside of over 130% for investors over the next 12 months.

Commenting on its recommendation, Bell Potter said:

While we are not changing our full year forecasts the increase in skew to 2HFY27 increases the risk profile so we adjust the key assumptions in our valuations accordingly. We reduce the multiple we apply in the EV/EBITDA valuation from 10x to 8x and increase the WACC we apply in the DCF from 10.6% to 11.0%. 

The net result is a 6% decrease in our TP to $0.34 which is still more than double the share price so we maintain our BUY recommendation. We note Kinatico recently announced an on-market share buy-back which is scheduled to commence on 5th October. The company has allocated up to $5m to the exercise and, to quote the company, “represents an opportunity to enhance the value of the remaining shares on issue.”

The post Guess which ASX share could rise 130% appeared first on The Motley Fool Australia.

More reading

• Insane: Do WAM Capital shares really have a 13.2% yield?
• 5 ASX ETFs for Aussie investors to buy and hold for 20 years
• Top broker names 2 growing ASX dividend shares to buy now
• This ASX 200 share hit an all-time high yesterday. Is the sky the limit?
• 5 things to watch on the ASX 200 on Thursday

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.

Buy and hold investing can be a great way to build wealth over the long term.

But if you’re not a fan of stock picking, then it can all become too hard.

The good news is that ASX exchange traded funds (ETFs) are here to save the day.

They allow investors to buy large groups of shares in one fell swoop, removing the need to pick individual stocks.

But which ASX ETFs could be great buy and hold picks? Let’s look at five that could be worth considering for the next two decades.

iShares S&P 500 ETF (ASX: IVV)

The first ASX ETF to consider is the iShares S&P 500 ETF. It gives investors exposure to 500 of the largest listed companies in the United States.

That includes businesses involved in technology, healthcare, financial services, consumer products, industrials, and other industries. Holdings include Apple (NASDAQ: AAPL), Nvidia (NASDAQ: NVDA), and ExxonMobil (NYSE: XOM).

What makes this ETF attractive over a 20-year period is the quality of the companies it holds. Many have strong competitive positions, enormous financial resources, and the ability to keep investing in new products, technologies, and markets. 

That could make the iShares S&P 500 ETF a strong option for Australian investors wanting long-term exposure to some of the world’s most successful businesses.

Betashares Nasdaq 100 ETF (ASX: NDQ)

Another ASX ETF that could be worth buying and holding is the Betashares Nasdaq 100 ETF.

This hugely popular fund provides exposure to 100 of the largest non-financial companies listed on the Nasdaq exchange.

Many of these businesses are involved in areas such as artificial intelligence, cloud computing, software, semiconductors, ecommerce, and digital advertising.

Over the next two decades, these businesses could benefit from continued technological change across the global economy.

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The Betashares Asia Technology Tigers ETF could also be worth considering.

It invests in leading Asian technology companies, giving investors exposure to businesses involved in semiconductors, ecommerce, gaming, hardware, and digital platforms.

Asia is home to some of the world’s most important technology manufacturers and enormous consumer markets.

As the region’s economies develop and technology adoption continues, its leading companies could have significant opportunities to grow.

Betashares Global Cybersecurity ETF (ASX: HACK)

A fourth ASX ETF to consider for the next 20 years is the Betashares Global Cybersecurity ETF.

This fund invests in companies providing cybersecurity products and services.

These businesses help protect networks, cloud systems, devices, data, payments, and digital identities.

As more businesses adopt artificial intelligence, cloud computing, and connected technologies, keeping systems secure is likely to become increasingly important.

This bodes well for the companies held by this fund.

VanEck Morningstar Wide Moat ETF (ASX: MOAT)

Finally, the VanEck Morningstar Wide Moat ETF could be a strong buy and hold option.

This fund focuses on US companies that have sustainable competitive advantages and are trading at attractive valuations.

These advantages can include strong brands, intellectual property, cost advantages, and customers that are difficult to lose.

This is a philosophy that has helped investors such as Warren Buffett build enormous wealth over time.

Over a 20-year period, owning quality businesses with the ability to protect their profits and compound earnings could be a very sensible approach.

The post 5 ASX ETFs for Aussie investors to buy and hold for 20 years appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in BetaShares Nasdaq 100 ETF, Betashares Capital – Asia Technology Tigers Etf, and VanEck Morningstar Wide Moat ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, BetaShares Global Cybersecurity ETF, BetaShares Nasdaq 100 ETF, Nvidia, and iShares S&P 500 ETF. The Motley Fool Australia has positions in and has recommended BetaShares Nasdaq 100 ETF. The Motley Fool Australia has recommended Apple, Nvidia, VanEck Morningstar Wide Moat ETF, and iShares S&P 500 ETF. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Are you on the hunt for some growing ASX dividend shares to buy this week?

If you are, it could pay to hear what Bell Potter is saying about the two listed below.

Here’s why it is bullish on them:

CAR Group Limited (ASX: CAR)

Bell Potter is bullish on auto listings company CAR Group and sees it as an ASX dividend share to buy.

It believes the company has the potential to grow its earnings in the double-digits thanks to its strong pricing power and operating leverage. It said:

CAR delivered another strong result, with FY26 revenue increasing 10% to $1.25bn and EBITDA rising 9% to $699m despite a softer macro backdrop. We see a sustainable pathway to double-digit EPS growth over the medium term, supported by pricing power, international scale and operating leverage. Given its low PE and strong cashflow generation, the dividend is attractive at around 3% today and growing at 10% CAGR.

The broker expects this to underpin partially franked dividends of 94.5 cents per share in FY 2027 and 106 cents per share in FY 2028. Based on its current share price of $23.12, this would mean dividend yields of 4.1% and 4.6%, respectively.

Bell Potter has a buy rating and $34.60 price target on its shares.

Lovisa Holdings Ltd (ASX: LOV)

Bell Potter also thinks Lovisa could be an ASX dividend share to buy now.

Although it remains cautious on consumer spending, it thinks the fashion jewellery retailer is better positioned than most to overcome this. It said:

While we remain cautious on the current weak consumer landscape and investments into market share & store refits to mitigate competitive pressures in key markets, we see a higher tolerance re accessibility from a low price point perspective together with a strong gross margin. LOV stands out in our coverage as a global retailer scaling its presence from ~50 regions with strong US/UK performance with better efficiencies within the US store network.

Post the market sell-off, we think the current valuation at ~22x FY27e P/E (BPe) which is a ~20% discount to LOV’s recent mid-cycle P/E as BPe of 28.5x appears attractive, and we upgrade our recommendation to BUY.

As for income, Bell Potter is forecasting partially franked dividends per share of 98.4 cents in FY 2027 and 115.2 cents in FY 2028. Based on its current share price of $24.52, this equates to dividend yields of 4% and 4.7%, respectively. 

Bell Potter has a buy rating and $27.00 price target on its shares.

The post Top broker names 2 growing ASX dividend shares to buy now appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Lovisa. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Lovisa. The Motley Fool Australia has recommended CAR Group Ltd and Lovisa. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Anyone who bought Codan Ltd (ASX: CDA) shares near their 52-week low of $25.18 would now be sitting on a gain of more than 100%.

And Wednesday gave shareholders another reason to be pleased, with the tech company’s shares climbing to a new all-time high of $53.16.

That surpassed the previous record of $51.76 set earlier in the week, with Codan finishing the session up 3.37% at $53.10.

The stock has now gained approximately 77% over the past year, with its recent rally pushing it further into record territory.

So, can Codan shares continue climbing from here?

What’s driving Codan shares higher?

Codan’s latest financial results provide some insight into why investors have been willing to pay more for the stock.

In its FY26 results, the company reported revenue of $875 million, up 30% on the previous year.

Net profit after tax (NPAT) jumped 69% to $175.2 million, while EBIT increased 67% to $244.1 million.

Its communications division delivered revenue of $506.2 million, up 22%, with segment profit climbing 45% to $156 million.

Demand for unmanned radio systems has been particularly strong, with revenue from this market more than doubling to approximately $215 million.

Meanwhile, Codan’s Minelab business benefited from higher gold detector demand and successful product launches.

Revenue increased 42% to $362 million, while segment profit jumped 65% to $162.4 million.

More growth to come?

The good news for shareholders is that Codan expects another strong year, with both divisions positioned to deliver further growth.

Its communications business is targeting revenue growth of approximately 20% in FY27, supported by continued demand for unmanned radio systems.

Management also expects the first half to be significantly stronger than the same period last year, giving the division a positive start to FY27.

Minelab should benefit from a full year of sales from its recently launched GPZ8000 and Gold Monster 2000 detectors.

Early FY27 trading has been positive, with Africa and other markets tracking broadly in line with the second half of FY26.

One thing worth watching, however, is the electronics supply chain, where emerging constraints could affect Codan’s ability to meet customer demand.

Is Codan getting too expensive?

While Codan’s growth has been impressive, I think valuation is becoming an important consideration after such a substantial rally.

At around $53 per share, the stock is trading on approximately 55 times its FY26 earnings per share of 96.5 cents.

That’s a lot to pay for last year’s earnings, despite how well the business has been performing.

And if the next update falls short of expectations, I wouldn’t be surprised to see some of those recent gains disappear.

I still like Codan’s exposure to defence communications and gold detection, but I’d be reluctant to chase the shares at current levels.

The post This ASX 200 share hit an all-time high yesterday. Is the sky the limit? 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.

On Wednesday, the S&P/ASX 200 Index (ASX: XJO) was on form and edged higher. The benchmark index rose 0.1% to 8,765.3 points.

Will the market be able to build on this on Thursday? Here are five things to watch:

ASX 200 expected to sink

It looks set to be a tough session for Australian investors on Thursday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 104 points or 1.2% lower this morning. In the United States, the Dow Jones fell 0.7%, the S&P 500 dropped 0.75%, and the Nasdaq was 1.1% lower.

ASX 200 shares paying dividends

A number of ASX 200 shares are rewarding their shareholders with dividends on Thursday. This includes PLS Group Ltd (ASX: PLS), Telstra Group Ltd (ASX: TLS), ResMed Inc. (ASX: RMD), Ramsay Health Care Ltd (ASX: RHC), and Rio Tinto Ltd (ASX: RIO). The latter is paying a fully franked $2.96 per share interim dividend later today.

Oil prices rise

ASX 200 energy shares Woodside Energy Group Ltd (ASX: WDS) and Santos Ltd (ASX: STO) could have a good session after oil prices rose overnight. According to Bloomberg, the WTI crude oil price is up 2.4% to US$92.70 a barrel and the Brent crude oil price is up 4.1% to US$103.35 a barrel. Doubts over a US-Iran peace deal were behind the rise.

Buy Nufarm shares

Nufarm Ltd (ASX: NUF) shares could be a good option for investors according to Bell Potter. This morning, the broker has retained its buy rating on the agricultural chemicals company’s shares with an improved price target of $3.90 (from $3.75). It said: “Our Buy rating is unchanged. In FY26e NUF has delivered a result that was consistent with our expectations, while incurring costs related to plant outages that were not expected. The underlying performance looks to be stronger than what is implied at the headline, with material YoY growth in Seeds and the basis of the next leg of cost outs now articulated.”

Gold price falls

It could be a poor day for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) on Thursday after the gold price fell overnight. According to CNBC, the gold futures price is down 1.2% to US$4,323.9 an ounce. A rebound in oil prices appears to have led to increased US rate hike bets.

The post 5 things to watch on the ASX 200 on Thursday appeared first on The Motley Fool Australia.

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Motley Fool contributor James Mickleboro has positions in Woodside Energy Group Ltd. 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 Telstra Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.