Tag: Stock pick

Mortgage holders and ASX share investors alike could be facing not one, but two more RBA interest rate hikes this calendar year.

That’s according to Citi analyst Faraz Syed, who believes that ongoing inflationary headwinds Down Under will force the central bank’s hand.

What’s been happening with interest rates?

When Australians kicked off the New Year, the official cash rate stood at 3.60%. A level many hoped would be the medium-term peak.

Those hopes were dashed, however, as inflation began to pick back up even before the onset of the Iran war. And with that conflict adding fuel to the inflationary fire, predominantly by sending global oil prices skyrocketing, the RBA has already increased interest rates three time in 2026 to the current 4.35% level.

While some ASX shares have outperformed in this environment, pressure is beginning to show across the wider market.

Down 1.1% today at 8,727 points, the S&P/ASX 200 Index (ASX: XJO) is trading right where it was on 2 January and down 0.9% over 12 months.

And ASX 200 tech stocks, which tend to be much more sensitive to interest rate moves, have fared far worse.

Indeed, the S&P/ASX 200 Information Technology Index (ASX: XIJ) is down 22.8% in 2026 and has plunged 43.6% since this time last year.

Why borrowing costs are expected to keep rising in 2026

At its last meeting on 11 August, the RBA opted to keep rates on hold.

But the board cautioned:

While the impact of the Middle East conflict on inflation has so far been less than expected, headline inflation is still too high. Trimmed mean inflation also remains elevated and is little changed from the March quarter.

Fast forward to today, and the Brent crude oil price just topped US$109 per barrel as the Middle East conflict looks to be heating back up rather than cooling down.

Commenting on why he expects the RBA to increase interest rates two more times in 2026, lifting the cash rate to 4.85% by year end, Cit’s Syed said (quoted by The Australian Financial Review):

This view is driven by a two-speed economy, where a deepening housing correction is offset by an AI-related investment boom that is adding to capacity constraints.

Anaemic productivity, a tight labour market, and elevated oil prices likely mean inflation will remain stubbornly high, with our Q3 trimmed-mean CPI forecast at 1 per cent.

In our view, the RBA needs to hike further to get on the front foot of inflation, though a dovish Board could delay action. Consequently, we push our first rate cut forecast out to Q4 2027.

CreditorWatch chief economist Ivan Colhoun also believes mortgage holders and ASX share investors should prepare for higher interest rates. Though he expects the RBA will hike rates just once more, followed by an extended pause.

“Over the past month and following the release of the very high July CPI, many economists have changed their view back to the view that the RBA has not finished tightening,” he said.

Colhoun added:

With input and labour costs continuing to rise at rates well above those consistent with the return of inflation to target, this suggests the Board will need to make the unpopular decision to tighten interest rates again in September as the upside inflation risks it has been discussing materialise.

The good news is that interest rates will likely remain on hold for a considerable time afterwards.

The RBA will report its next interest rate decision on 29 September.

The post Brace for impact! Why Citi forecasts 2 more RBA interest rate hikes in 2026 appeared first on The Motley Fool Australia.

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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.

Buying an S&P/ASX 200 Index (ASX: XJO) share becomes a little more serious when selling is taken off the table.

If I knew I had to hold an investment for the next decade, I would want businesses that could keep finding new ways to grow long after the initial purchase.

These three ASX 200 shares would make my shortlist.

Xero Ltd (ASX: XRO)

Xero would be one of my first choices.

Its accounting software has become an important part of how millions of small businesses manage invoicing, payroll, payments, reporting, and other financial tasks.

I like the position that creates. Once a business has moved its financial records onto Xero, connected its accountant, and added other applications, changing platforms can become increasingly inconvenient.

That can help Xero retain customers while gradually offering them more services.

The company also still has a surprisingly large market left to target. Xero had around 4.9 million customers in FY26, while management has previously pointed to a global addressable market of around 100 million small businesses.

Payments, payroll, artificial intelligence, and its acquisition of Melio could also allow Xero to play a larger role in the financial lives of those customers.

Over 10 years, I think there is plenty of room for both the customer base and the amount each customer spends with Xero to increase.

HUB24 Ltd (ASX: HUB)

HUB24 would give me exposure to another long-term change happening in Australia.

The ASX 200 share provides investment and administration technology used by financial advisers to manage client portfolios.

What I like here is the opportunity for more wealth to move onto modern platforms as advisers look for better technology, greater flexibility, and more efficient ways to manage client money.

HUB24 can benefit as its existing advisers bring more client assets onto the platform, while new advisers provide another source of growth.

The wider group also owns businesses including Class and myprosperity, giving it technology that reaches accountants and wealth-management clients beyond the core investment platform.

Australia’s pool of superannuation and investment savings should continue growing for many years. I think HUB24 has a good chance of capturing an increasing share of the activity surrounding that wealth.

Macquarie Group Ltd (ASX: MQG)

Macquarie would be my third ASX 200 share pick.

The company has built businesses across asset management, infrastructure, commodities, energy, financial markets, advisory, and banking.

That gives Macquarie plenty of places to look for opportunities as the world changes.

Over the coming decade, enormous amounts of capital will likely be required for energy infrastructure, transport, digital networks, and other major projects. Macquarie has spent decades building the expertise and relationships needed to participate in those areas.

Its earnings can be up and down, and some years will inevitably be much stronger than others.

But if I were forced to ignore the share price for 10 years, that would bother me less. I would be backing Macquarie’s ability to keep finding attractive opportunities and allocating capital effectively over a full market cycle.

Foolish takeaway

A 10-year restriction would change the way I thought about buying ASX 200 shares.

Short-term catalysts would become far less important. I would spend much more time asking whether the business could still have a larger customer base, stronger competitive position, and higher earnings a decade from now.

For Xero, HUB24, and Macquarie, I think the answer could be yes.

The post 3 ASX 200 shares I’d buy if I couldn’t sell for 10 years appeared first on The Motley Fool Australia.

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Motley Fool contributor Grace Alvino has positions in Hub24. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Hub24, Macquarie Group, and Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool Australia has recommended Hub24 and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

By your early 50s, your superannuation balance should turn from a savings pot for the future into a financial deadline.

Your balance has already had a few decades to grow, but the next 10 to 15 years are even more important. During this period you can still make meaningful changes to your superannuation balance, investment strategy and retirement plans.

At age 53, it’s important to know how much you have in your super, and if you’re on track to fund the retirement lifestyle you want when the time comes.

Let’s break it down.

How much does it cost to retire?

According to data from the Association of Superannuation Funds of Australia (ASFA), there are two main retirement lifestyle brackets: modest and comfortable.

A modest retirement is one that allows you to meet essential living costs slightly above the Age Pension payment. It assumes you’ll have enough money to fund basic costs like bottom-tier health insurance, utilities and grocery expenses. It leaves a little room for infrequent, low-cost leisure activities and perhaps the occasional budget meal out. But it doesn’t account for funds for travel, and it leaves only a very limited discretionary budget. 

ASFA estimates that a modest retirement will cost approximately $36,434 per year for singles and around $52,473 for a couple combined. These figures assume you own your home outright (so additional mortgage or rental costs will be on top) and that you’ll receive a part Age Pension. 

To fund a modest retirement, singles will need around $110,000 in superannuation, and couples around $120,000.

It’s achievable for most, but what many strive for is a comfortable retirement lifestyle.

ASFA defines a comfortable retirement as one which allows Australians to maintain a good standard of living well above and beyond the Age Pension. It covers expenses like top-tier private health insurance, a reasonable car, and regular leisure activities. It also includes money for home repairs and renovations, an occasional meal out, and maybe even an occasional holiday.

The data shows that a comfortable retirement is estimated to cost around $55,923 per year for singles and $78,566 for couples. Again, it assumes you’ll receive a part Age Pension and that you own your home in full. In order to fund this, single Australians will need around $630,000 in their superannuation at retirement, and couples will need around $730,000.

Ok, so at age 53, how much superannuation should I have to be considered ‘on track’?

I’ve crunched the numbers using ASFA’s online super detective tool and, at age 53, Australians should aim to have a superannuation balance of around $364,000 to be on track for a comfortable retirement. 

How does this compare to your own balance?

Can I boost my balance before it’s too late?

At age 53, you’ve still got at least seven more years before you can access your superannuation (assuming you’ve stopped working), or another 12 years if you want to access it and still earn some money on the side.

That’s plenty of time for your balance to catch up if it’s falling behind.

First, check that your fund is performing well and that your risk profile suits your needs. There is no point in adding extra funds to a superfund that is underperforming major indices like the S&P/ASX 200 Index (ASX: XJO).

Once you’ve verified that, you’ll need to start adding additional funds yourself. Don’t rely solely on the compulsory minimum employer superannuation contribution to do the heavy lifting for you.

Take advantage of additional concessional or non-concessional contributions. You can do this through salary sacrifice or by making after-tax payments (as long as they’re within your annual limits).

If you don’t have enough surplus cash to add to your superannuation yourself, can your partner do it for you? Couples can boost their combined super savings if the higher-income earner contributes after-tax funds to the lower-income earner’s account. 

Also make sure you’ve checked for lost super and consolidated your super funds. Every cent counts.

The post How much should I have in my superannuation by age 53? 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.

You would think record gold prices would be doing wonders for Northern Star Resources Ltd (ASX: NST) shares.

Instead, the gold miner has gone backwards.

Northern Star finished Thursday down 1.40% at $22.54, leaving the share price around 16% lower in 2026 and well below its recent highs.

That’s not really what investors would expect with gold trading at such strong levels.

But there could be a bit more going on here than just the gold price.

US activist investor Elliott Investment Management has been building its position in Northern Star, and it clearly sees room for improvement.

I think that makes the next few months worth watching closely.

Elliott wants to see some changes

The US activist investor has been pushing Northern Star to strengthen its board and take a look at how the business is run.

Last month, Elliott said:

During a period of record gold prices, a company with assets of this calibre should be among its sector’s strongest performers.

It also argued that Northern Star’s shareholder returns had lagged peers because of execution and governance failures.

Northern Star has pushed back. Outgoing chairman Michael Chaney said Elliott had made demands “to which no responsible board would agree”.

With that said, the boardroom battle could become more interesting over the next 2 months.

Director nominations close on 16 September, while the annual general meeting (AGM) is scheduled for 18 November.

A new CEO is coming too

There’s also a fair bit happening inside Northern Star itself.

Suresh Vadnagra is due to take over as chief executive on 5 October following Stuart Tonkin’s departure last month.

That means the company will soon have a new CEO, a new chairman and a major activist investor demanding better results.

I think that puts plenty of pressure on the new leadership team to show investors what it can do differently.

And there is clearly room for the share price to recover.

Northern Star is still up around 8% over the past year, but the shares remain well below the levels they reached in March.

Could Northern Star shares recover?

Brokers aren’t exactly on the same page when it comes to Northern Star.

TipRanks shows an average 12-month price target of $23.40, which is only around 4% above Thursday’s closing price.

But a few analysts see a lot more upside.

UBS recently upgraded Northern Star to buy and lifted its price target to $29.40, while Jefferies has a $27 target and Morgans is at $25.

If UBS is right, Northern Star shares could climb around 30% from here.

Personally, I wouldn’t buy the stock just because Elliott has built a huge position.

The new team will need to improve execution and get shareholders back onside before I’d take another look.

The post Down 16%, could this $2 billion activist bet wake up Northern Star shares? 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.

Investors on the hunt for outsized returns might want to check out the ASX shares in this article.

That’s because the team at Morgans believes they could rise by 48% to 90% over the next 12 months. 

Here’s what the broker is recommending:

Aroa Biosurgery Ltd (ASX: ARX)

Morgans is feeling even more positive about this ASX share following the release of interim results for the MASTRR Registry.

In response, the broker has retained its buy rating on the medical device company’s shares with a 79 cents price target. This implies potential upside of approximately 48% for investors over the next 12 months. It commented:

ARX has reported positive interim results from the MASTRR Registry showing low infection rates which we expect will support greater surgeon adoption. We sit towards the upper end of the FY27 guidance which has revenue forecast to grow at 18% (mid-point). We have made no changes to forecasts or target price. The share price continues to languish despite operational and clinical progress; with 45% upside to our target price, we think ARX is undervalued. Buy.

EchoIQ Ltd (ASX: EIQ)

This medical device company’s shares have crashed deep into the red this week following a disappointing US FDA update.

While many investors have decided to hit the sell button, Morgans thinks they should be sticking with the company. 

As a result, it has retained its buy rating with a reduced price target of $1.10. This implies potential upside of approximately 95% for investors. It said:

EIQ has received a Not Substantially Equivalent (NSE) determination on its initial EchoSolv HF 510(k), despite an extensively validated dataset generated in line with FDA guidance. The device cannot be marketed under this application as submitted, pushing back the biggest near-term catalyst and revenue driver. Decision is a setback, but the timing points to a fixable problem. The determination landed day 264 of the FDA’s 270-day clock, leaving the agency no scope to seek further information and forcing a decision on what it had. Management confirms a single outstanding statistical point, not a safety or clinical issue, and says the letter invites resubmission. 

We read this as a file closed on expiry rather than a technology rejected, and the 510(k) route stays open. In any case, the regulatory and timing risks have increased, reflected in a valuation cut to A$1.10. Warrants the negative market reaction but ultimately view the validity of the tool as intact, this reads as a setback in how the data was presented and assessed, not a failure of the underlying technology itself.

The post Morgans says these ASX shares could return 48% to 95% appeared first on The Motley Fool Australia.

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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 ASX share market is full of opportunities that we can buy to generate returns.

Yes, many investors may be drawn to names like BHP Group Ltd (ASX: BHP), Commonwealth Bank of Australia (ASX: CBA) and Woolworths Group Ltd (ASX: WOW). But these blue-chips are unlikely to keep growing quickly because of their size and how mature their markets already are.

The fund managers of listed investment company (LIC) WAM Active Ltd (ASX: WAA) have outlined two businesses that have promising outlooks.

WAM Active looks for mispriced ASX shares. Let’s look at two of the latest businesses that were highlighted within the portfolio.

Dxn Ltd (ASX: DXN)

The first company that Wilson Asset Management (WAM) talked about was DXN, a prefabricated data centre manufacturer and operator, scaled across the Asia-Pacific region.

WAM noted that the DXN share price increased in August after the company announced a $4.1 million contract with Melbourne Airport to design, manufacture and commission a prefabricated edge data centre facility.

The fund manager also noted that DXN’s FY26 result also highlighted a record order backlog of $40.9 million and growing demand for its artificial intelligence- ready modular data centre solutions.

DXN also secured its second AI high-performance computing contract, providing confidence in its growth outlook.

Overall, WAM believes that the ASX share is well-positioned to benefit from accelerating investment in AI infrastructure, supported by an expanding order book, increasing manufacturing capacity and a growing presence across the Asia Pacific region.

Cobre Ltd (ASX: CBE)

Cobre was the other ASX share that Wilson Asset Management mentioned from the WAM Active portfolio. WAM described Cobre as a global copper company focused on exploration and production in Chile’s Atacama region and Botswana’s Kalahari Copper Belt.

The fund manager noted that the Cobre share price rose strongly during the month after several positive corporate developments.

Pleasingly, the company was included in the MSCI Global Micro Cap Index, which is expected to enhance the ASX share’s profile among international investors and support broader institutional ownership. Its inclusion took effect on 1 September 2026.

On 10 August, Rothschild & Co was appointed as a strategic advisor to further develop the company’s capital markets positioning.

At the end of the month, Cobre also strengthened its position in the Sierra Atacama copper project by securing majority ownership and increasing its exposure to future production and cash flow.

Looking ahead, WAM continues to see value in Cobre, driven by its growing exposure to the Sierra Atacama copper project and multiple operational catalysts in the coming months.

Of course, these aren’t the only ASX shares out there that could be great buys today.

The post Fund managers: 2 exciting ASX shares that could be excellent buys appeared first on The Motley Fool Australia.

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Motley Fool contributor Tristan Harrison 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 BHP Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The GQG Partners Inc (ASX: GQG) share price is in focus today after the fund manager reported total funds under management (FUM) of US$149.2 billion as at 31 August 2026, down from US$156.4 billion a month earlier. Over the month, net outflows totalled US$4.3 billion and the impact of investment performance was negative US$2.9 billion.

What did GQG Partners report?

• Total FUM at 31 August 2026: US$149.2 billion
• August 2026 net outflows: US$4.3 billion
• August 2026 investment performance: –US$2.9 billion
• Year-to-date (YTD) net outflows: US$23.9 billion
• YTD investment performance: +US$9.2 billion

What else do investors need to know?

GQG’s FUM declined on both a monthly and year-to-date basis, mainly driven by net outflows across all investment strategies. The international strategy was the largest segment, finishing August with US$68.6 billion in FUM after a combination of net outflows and negative investment returns.

While investment performance for August was negative, the year-to-date figure remains positive, suggesting that returns have added to FUM in the longer term. Notably, GQG Private Capital Solutions activity is not included in the reported figures.

What’s next for GQG Partners?

Investors can expect the next FUM update on 12 October 2026, with subsequent monthly updates following. Management will be looking to address ongoing net outflows and stabilise assets under management across their international, emerging markets, global, and US strategies.

GQG says these results reflect dynamic client flows and market conditions, and the group continues to prioritise long-term performance and client alignment.

GQG Partners share price snapshot

Over the past year, the GQG Partners shares have declined 29%, trailing the S&P/ASX 200 Index (ASX: XJO), which is flat over the same period.

View Original Announcement

The post GQG Partners shares in focus after August 2026 FUM update 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.

Companies that pay high dividend yields are great, but it’s also important to consider whether those dividends are sustainable.

Two of the companies I’m looking at today are infrastructure or infrastructure-like companies, typified by long contracts that provide income certainty.

That gives investors some certainty that the business, if managed well, can make long-term forecasts for its income and liabilities and, hopefully, keep its dividend payments steady.

Let’s look at the companies I’ve selected that currently pay solid dividends.

Aurizon Ltd (ASX: AZJ)

Rail operator Aurizon is currently paying a 6.18% dividend yield, 90% franked.

The company’s shares are also up about 18% over the past year, despite a recent dip after the announcement of its results.

After releasing its results, Aurizon announced a new $250 million share buyback, following a buyback completed during FY26.

The company grew EBITDA last financial year by 9% to $1.72 billion, and paid out 90% of its net profit as dividends.

Aurizon is expecting to pay 23 cents to 24 cents per share in dividends this year, which would be a 6.4% dividend yield at the current share price.

Atlas Arteria Ltd (ASX: ALX)

This toll road operator faced a takeover bid during the year, which contributed to the company posting a net loss. However, apart from that, the company described its performance as stable.

Brokers expect Atlas to maintain its distribution at 40 cents per share, in line with current-year guidance, which yields 8.7%.

The company itself said it will no longer provide guidance for dividend payments beyond a one year period.

The company added:

Going forward, we will continue to focus on optimising free cash flow to drive strong distributions. Distributions will align with free cash flow by maintaining the distribution policy to pay 90–110% of free cash flow on a full-year basis.

Regal Partners Ltd (ASX: RPL)

Financial services company Regal Partners is currently paying a very healthy dividend yield of 11.1%, after more than doubling its net profit over the past financial year.

The company’s Managing Director Brendan O’Connor said their balance sheet was “exceptionally strong”, with $290 million in capital on hand after the payment of the dividend, along with excess franking credits.

Mr O’Connor said at the time:

I also note the investment landscape continues to evolve rapidly, shaped by an artificial intelligence fuelled capital expenditure boom, shifting geopolitical dynamics, the proposed removal of the capital gains tax discount regime, and persistent inflation. Against this backdrop, we are seeing growing demand for income-oriented products and look forward to launching our Multi-Strategy Income Fund in September. More broadly, we believe our suite of alternative strategies is very well placed to meet client needs in this environment.

The post 3 ASX shares with dividend yields of between 6% and 11% appeared first on The Motley Fool Australia.

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Motley Fool contributor Cameron England 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.

After a period of seemingly relentless declines, CSL Ltd (ASX: CSL) shares have finally found some love in recent weeks.

In fact, the biotech giant’s shares have been on an absolute tear, rising almost 90% since hitting a multi-year low of $90.00 in June.

Those gains are not too surprising given the dirt cheap valuation at the time, but what about the future? 

Do analysts think CSL shares are going higher or lower from here? Let’s dig deeper into things and find out.

Where next for CSL shares?

Before looking at where the company’s shares could be heading, let’s have a quick reminder of why they have rallied.

As I mentioned at the top, the CSL share price was well and truly down in the doldrums at just $90.00.

This was a level that investors hadn’t seen in over a decade. Not even during the COVID market crash did its shares get anywhere near that level.

The market was essentially valuing CSL like it was broken and without a fix. 

However, a much better than expected FY 2026 result and improving confidence in its outlook helped change the narrative and investors came flooding back.

Which is why CSL shares are suddenly trading at $169.50 today.

Though, it is worth noting that this is still well short of its record high, so we are only in the early stages of a full recovery.

What are brokers predicting?

The good news is that a number of top brokers still see value in the company’s shares despite its strong gains over the past three months.

For example, the team at UBS has a buy rating and $181.00 price target on them. This implies potential upside of around 7% over the next 12 months.

Elsewhere, Morgan Stanley has an overweight rating and slightly higher price target of $182.00.

And over at Morgans, its analysts have a buy rating and $187.71 price target, which offers potential upside of approximately 11%. It said:

The FY26 result was broadly in line with expectations, with revenue of US$15.8bn (+3% vs guidance) and underlying NPATA of US$3.1bn. Importantly, underlying Ig demand remains strong, Seqirus delivered seasonal influenza growth despite lower US immunisation rates and transformation savings reached US$176m ahead of target, although Vifor continues to face challenges. 

While FY27 targets flat top line growth, as Vifor remains a significant drag, the earnings trajectory is becoming increasingly skewed towards recovery, supported by stabilising plasma economics, cost-outs and improved commercial execution. We make modest changes to FY27-28 estimates and increase our blended DCF, PE and EV/EBITDA-based target price to A$187.71 on a multiple roll forward. BUY.

It is worth noting that not everyone is positive. Macquarie has a neutral rating and $133.00 price target and Bell Potter is sitting at hold with a $150.00 price target.

The post Higher or lower: Where are CSL shares going next? appeared first on The Motley Fool Australia.

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

Looking to bank an extra $5,000 of passive income in FY 2027 from Qantas Airways Ltd (ASX: QAN) shares?

With shares in the S&P/ASX 200 Index (ASX: XJO) airline having returned to earth following their record highs in August last year, now could be an opportune entry point to get a market beating yield from those Qantas dividends.

As you may recall, it was only back in April 2025 that Qantas’ twice yearly dividend payouts resumed. The airline suspended its passive income payments in 2020 amid the travel crushing impacts of the global pandemic.

But with air travel having resumed, and profits rolling in, the Qantas dividend is back in play.

Tapping into the ASX 200 airline for dividends

Over the past 12 months, Qantas has declared two fully franked dividends, both 19.8 cents per share.

Qantas paid the interim dividend on 15 April.

The final Qantas dividend will be paid out on 14 October.

That passive income payout is still up for grabs, by the way. Qantas shares trade ex-dividend on 15 September. So, you’ll need to own stock in the Flying Kangaroo at market close on Monday, 14 September, to claim that payout.

This also means that the yield we’re looking at here is partly a trailing yield and partly a pending yield.

Since we know how much the upcoming dividend is and the current Qantas share price, we can calculate the pending yield with certainty.

What we don’t know is the amount of the upcoming interim dividend next year. So, we’ll base that on this year’s interim payout.

Trailing yields, are by their nature, backwards looking. Future Qantas dividend payouts could be higher or lower depending on a range of macroeconomic and company specific factors. For Qantas that includes things like upcoming travel demand, and the trajectory of jet fuel costs, which analysts can only do their best to guess at today.

With that said…

How many Qantas shares do I need to buy for $5,000 in passive income?

Over the past 12 months, Qantas has paid – or shortly will pay – 39.6 cents per share in fully franked dividends.

At the recent share price of $9.05, the ASX 200 airline trades on a fully franked dividend yield (partly trailing, partly pending) of 4.4%.

So, to earn $5,000 of passive income in the 2027 financial year, you’d need to invest $113,636 in the stock today.

Or 12,557 Qantas shares.

The post How many Qantas shares do I need to buy for $5,000 of passive income in FY27? appeared first on The Motley Fool Australia.

More reading

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• Top 3 ASX 200 shares now below their 200-day moving average
• 3 ASX 200 shares tipped to return 27% to 87%
• Morgan Stanley tips Qantas shares to climb 38%
• 6 ASX shares tipped by brokers to rise 34% to 88%

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.