Tag: Stock pick

Furniture company Temple & Webster Group Ltd (ASX: TPW) says it is delivering solid market share gains, with revenue up 18% for the year to date. However, its shares were smashed in early trade, selling down more than 30% on the open.

The company is due to hold its annual general meeting (AGM) on Thursday, with Chief Executive Officer Mark Coulter stating in a release to the ASX that revenue from July 1 to November 20 was up 18% compared to the previous corresponding period.

Mr Coulter added:

Key leading indicators and customer cohort performance are trending positively, with average order values up 3% vs the pcp, active customers at record levels, and the proportion of orders from repeat customers continuing to increase.

Mr Coulter said the home improvement business “continues to outperform”, with growth tracking at 40% over the previous period, while trade and commercial was also doing well, with growth sitting at 23%.

He added:

In terms of outlook, our focus remains on delivering revenue growth within our target range for FY26 and we remain on track to achieve our mid-term goal of $1 billion in annual revenue. We reaffirm our EBITDA margin guidance of 3 – 5%, and with a cash position of over $150 million, our on-market share buy-back program is in place and ready to be deployed.

Growth not strong enough

While the growth numbers reported were strong in isolation, RBC Capital Markets said in a note to clients that consensus estimates were for even stronger growth of 23% across the whole of the company’s first half.

As the broker said:

Temple & Webster’s AGM update revealed top-line growth in 1H26-to-date tracking behind consensus expectations. The market may be disappointed by this update. With December typically a quieter month for (the company), and the business yet to cycle the key Black Friday/Cyber Monday sales period, we see potential risk for further deceleration over the remainder of the half.

Temple & Webster shares were pushed as low as $13.71 on Wednesday morning, down 32.9% from the previous close, before recovering to be 25.5% lower at $15.

RBC still has a price target of $26 on the stock, while analysts at Bell Potter recently upgraded the stock, although this was prior to the most recent trading update.

The Bell Potter team said they remained optimistic about the first half, given data from comparable retailer Mocka, which is part of competitor Adairs Group Ltd (ASX: ADH), as well as recent online spend data from Australia Post.

Bell Potter, at the time of writing their report in late October, had a price target of $28 on Temple & Webster shares.

The post This furniture outfit has delivered a big miss on sales expectations, with its shares smashed as a result appeared first on The Motley Fool Australia.

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• 2 ASX shares to buy and hold for the next decade

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 positions in and has recommended Adairs and Temple & Webster Group. The Motley Fool Australia has positions in and has recommended Adairs. The Motley Fool Australia has recommended Temple & Webster Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Much of my time as an investor is spent reading about S&P/ASX 200 Index (ASX: XJO) stock market winners, wishing I’d invested in Nvidia five years ago, and panicking over tariffs. 

But the truth is, success comes from buying solid companies at a relative value and holding for the long term. 

So while it’s fun to speculate on a pre-profitable penny stock going to the moon, it’s probably a more valuable use of time to look at blue-chip companies that offer value. 

While there’s no guarantee these companies bounce back, here are two well-known ASX 200 companies that have fallen the most in 2025 and could present a buy-low opportunity. 

James Hardie Industries plc (ASX: JHX)

James Hardie is the world’s leading producer and marketer of fibre cement building products. It is also a major supplier of fibre gypsum and cement-bonded boards in Europe. 

Its share price has tumbled more than 42% in 2025. 

This included a single-day drop of 27% back in August, following the company’s first-quarter FY26 results. 

However, there is reason for optimism, as this ASX 200 stock saw a 9% recovery last week following its Q2 FY26 results.

The company posted a 34% increase in net sales over the prior corresponding period, and EBITDA rose 25%. 

Recent analysis from brokers suggests that this blue-chip stock may be significantly undervalued following its challenging year. 

The team at Morgans has a $35.50 price target on this ASX 200 stock. 

From yesterday’s closing price of $28.78, this indicates an upside of approximately 23%. 

Guzman Y Gomez Ltd (ASX: GYG)

Everyone’s favourite on-the-go burrito chain has seen its stock price almost cut in half in 2025. 

Earlier this year, this ASX 200 stock hit yearly highs of more than $45 per share. 

Last week, Guzman y Gomez shares hit an all-time low of $21.89 a piece. 

Today, shares are hovering around $22. 

Overall, year to date, Guzman y Gomez shares have fallen 45%. 

So could these shares be a bargain? Or should investors stay away?

It seems the fall in share price is more about investor sentiment than financial concern. 

It has consistently been one of the most shorted stocks on the ASX this month. 

However, back in August, the restaurant operator reported its FY25 results. It posted a 23% year-on-year increase in global reported sales. It also recorded a 45.5% increase in EBITDA, and a 151.8% surge in net profits after tax (NPAT). 

Last month, analysis from Macquarie indicated that market expectations were overly re-based, with the current share price offering an attractive entry point. 

The broker suggested the stock price was inflated post-IPO, and this has now been overcorrected. 

Macquarie initiated coverage with a price target of $31.10.

This indicates an upside of 41.56%. 

Foolish Takeaway

It’s important that investors are aware that struggling stocks like these are struggling for a reason. 

There may not be a magical turnaround. 

However, it’s worthwhile for investors to monitor not only share market winners, but also stocks that may present long-term value. 

The post Buy low candidates: Two of the worst-performing ASX 200 stocks this year appeared first on The Motley Fool Australia.

More reading

• Buy, hold, sell: James Hardie, Reece, and TechnologyOne shares
• Guzman y Gomez shares tumble to all-time low: Is there any upside ahead?
• These are the 10 most shorted ASX shares
• These ASX 200 shares could rise 25% to 30%
• Brokers name 3 ASX shares to buy today

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.

There are several high-quality ASX-listed share investments available for Australians to invest in. The two I’ll highlight today are two of the best that investors can buy.

I strongly believe that long-term winners are likely to continue winning due to their sound economics, competitive advantages, and ability to generate revenue growth in various ways.

If I were investing $2,000 today, the two ideas below would be right at the top of my list.  

Xero Ltd (ASX: XRO)

Xero is a leading cloud accounting software business which has managed to capture a strong market share in a number of countries, particularly New Zealand, Australia and the UK.

With the world moving increasingly towards technology and digital tax reporting, this seems like a business benefiting from strong tailwinds.

The company has an annual subscriber loyalty rate of around 99%, which suggests subscribers love the software. This low churn rate means the company has locked in significant revenue for the long term while also giving it the power to regularly increase prices without losing many subscribers.

I believe the rising average revenue per user (ARPU) is a key reason to think the company’s earnings can continue growing for a long time to come. In the HY26 result, Xero’s ARPU rose 15%, helping annualised monthly recurring revenue (AMRR) grow 26% to $2.7 billion, net profit increased 42% and free cash flow surged 54% higher.

If the business can continue to win more global subscribers, deliver a higher ARPU, and achieve a stronger net profit after tax margin, then I’ll continue to believe it’s one of the best ASX shares to own for the long term.

VanEck MSCI International Quality ETF (ASX: QUAL)

I think this exchange-traded fund (ETF) is one of the most effective ways to invest in high-quality shares around the world.

I’m calling this an ASX share because we buy it on the ASX, and it gives exposure to shares. It actually has a stake in 300 companies, making it very effectively diversified, in my opinion.

These companies come from across a range of geographies and sectors, which means it’s very effective at ticking the diversification box.

But, it’s not just about diversification. For me, the most important element of this fund is that it invests in high-quality businesses that are judged on three characteristics – a high return on equity (ROE), earnings stability and low financial leverage.

The QUAL ETF has performed strongly with this investment strategy, achieving an average return per year of 14.4% over the last decade. While it’s not guaranteed how it’ll perform in the next decade, I think it has a very promising future with great holdings.

I’m planning to increase my investment in this ETF in the coming weeks.

The post 2 top ASX shares I’d buy with $2,000 right now appeared first on The Motley Fool Australia.

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• 2 great ASX 200 blue-chip shares I’d buy right now

Motley Fool contributor Tristan Harrison has positions in VanEck Msci International Quality ETF. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Xero. The Motley Fool Australia has positions in and has recommended Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Owning Fortescue Ltd (ASX: FMG) shares has been extremely fruitful for dividend income over the last several years, thanks to the high level of profits it achieved and the low price/earnings (P/E) ratio it typically trades at.

The ASX mining share is heavily dependent on the iron ore price, which is currently above US$100 per tonne, enabling a solid level of profit generation for the business.

Indeed, the commodity price is pleasing enough for broker UBS to estimate that Fortescue could achieve a net profit of US$4 billion in FY26, representing a solid increase from FY25.

While the new Simandou project in Africa could be a headwind for the iron ore price over the next few years, I don’t think it will have a noticeable negative impact in 2026. Let’s take a look at how much passive income owners of Fortescue shares could receive in 2026 with a $10,000 investment.

Passive income projection

If broker UBS is correct with its forecast profit figure, that could mean the business is also able to grow its dividend per share for investors in FY26, which would be great. Resource businesses usually base their passive income payments on a dividend payout ratio derived from net profit.

UBS currently projects that owners of Fortescue shares could receive an annual dividend per share of $1.29 in the 2026 financial year. That means the business could deliver a grossed-up dividend yield of 8.8%, including franking credits, at the time of writing.

There are few ASX blue-chip shares that offer a dividend yield anywhere near what Fortescue could pay in the current financial year.

Of course, the iron ore price will play a significant role in determining how much cash Fortescue has to distribute to shareholders in the coming months.

With that level of payout, owning $10,000 of Fortescue shares could lead to around $880 of passive income (including the franking credits).

Is the Fortescue share price a buy?

Commenting on its views on the iron ore market, UBS said:

Fundamentals have been tighter than expected on a range of factors… However, we continue to expect the fundamentals to ease as Simandou ramps up over the next 3yrs, with first tonnes Nov-25. We expect low grade discounts to stay narrow, bolstering FMG’s realisations as low grade tonnes will be needed to blend down high grade material from Simandou. 2) Macro: China’s economic outlook will also be pivotal and we continue to monitor key indicators. US trade policy will also be key.

UBS currently has a neutral rating on the ASX mining share, with a price target of $20. That suggests a possible slight decline over the next year, but it also indicates that the Fortescue share price can maintain the gains it has achieved this year (it’s up more than 10% in 2025 to date).

The post If I invest $10,000 in Fortescue shares, how much passive income will I receive in 2026? 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 no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) gold stock West African Resources Ltd (ASX: WAF) is taking a dive on Wednesday.

West African shares just emerged from a lengthy trading halt this morning.

The ASX 200 gold stock last traded on 27 August, when shares closed the day at $3.04.

In early morning trade today, West African shares are changing hands for $2.58 apiece, down 15.1%.

For some context, the ASX 200 is up 1% at this same time, while the S&P/ASX All Ordinaries Gold Index (ASX: XGD) is down 1.1%.

Why did West African Resources pause trading in August?

Before market open on 28 August, West African notified the market that it was temporarily pausing trading. A temporary pause that since drew out to almost three months.

The ASX 200 gold stock, whose shares were up 106.8% year to date at the time, said it was entering the trading halt as it prepared to announce a request from the Burkina Faso government to acquire, “for valuable paid consideration”, an additional 35% of the miner’s subsidiary Kiaka SA, which owns the recently constructed Kiaka gold project.

Today, investors received that announcement.

Here’s what we know.

ASX 200 gold stock tumbles on sovereign risk

Following lengthy negotiations, investors look to be selling down West African shares today as few concrete results appear to have been achieved, leaving more negotiations and uncertainties on the horizon.

The ASX 200 gold stock said that following the Burkina Faso government’s request to acquire a larger equity interest in Kiaka SA, it has held discussions with the government aimed at promoting the long-term growth of the nation’s gold mining industry.

While no new deals look to have been reached, West African Resources said the government has affirmed its commitment to reaching an outcome that respects the legitimate interests of all parties.

Management noted that West African’s Sanbrado and Toega gold projects, both located in Burkina Faso, have not been part of the discussions.

As an alternate to the government acquiring more equity in new and previously closed gold projects, like the Kiaka project, West African Resources said it has proposed that the government increase both national participation and its revenue from these projects.

What did management say?

West African Resources Chairman and CEO Richard Hyde recently returned from discussions in Burkina Faso.

Commenting on the ongoing negotiations that look to be pressuring the ASX 200 gold stock today, Hyde said, “We appreciate the constructive engagement and continued support of the government of Burkina Faso.”

According to Hyde:

Our discussions regarding the ownership structure of our recently constructed Kiaka Project have reflected a shared vision to develop a strong and sustainable mining industry that benefits the Burkinabe people and delivers long-term value for all stakeholders. Sanbrado and Toega have not been part of these discussions.

Hyde added:

Operations at Sanbrado and Kiaka have remained unaffected throughout this engagement with the Government. We remain on track to achieve group production guidance of 290,000 to 360,000 ounces gold in calendar year 2025.

The post Why is this top ASX 200 gold stock crashing 15% on Wednesday? appeared first on The Motley Fool Australia.

More reading

• Buy low candidates: Two of the worst-performing ASX 200 stocks this year
• 2 top ASX shares I’d buy with $2,000 right now
• If I invest $10,000 in Fortescue shares, how much passive income will I receive in 2026?
• Why this small cap ASX share could deliver a 40% return
• 2 soaring ASX 200 shares I’d buy with $10,000 today

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.

If you would like some exposure to the small side of the market, then IPD Group Ltd (ASX: IPG) shares could be worth considering.

That’s because analysts at Bell Potter believe this small cap ASX share could rise over 30% from current levels.

What is the broker saying about this small cap ASX share?

Bell Potter was pleased with the electrical solutions provider’s trading update at its annual general meeting. It notes that its guidance for the first half was ahead of the market’s expectations. It said:

IPG has provided 1H FY26 EBITDA and EBIT guidance based on its unaudited accounts for the first 4 months of FY26 and management expectations for November and December, and commentary on CMI.

1H FY26 earnings guidance: EBITDA to be within the range of $24.8-25.3m (+6.1% YoY growth at the mid-point; BPe $24.9m; VA $24.4m). EBIT to be within the range of $21.1-21.6m (+5.7% YoY growth at the mid-point; BPe $21.2m; VA $20.6m).

Another positive was that management spoke positively about current trading conditions, which Bell Potter believes will be supportive of growth in FY 2026. It adds:

IPG is observing strong demand for its integrated electrical solutions across Commercial, Industrial, Infrastructure and Data Centre construction markets. In FY26, we are forecasting revenue growth of +5.7% for Commercial (-12.5% in FY25) and +15.0% for Data Centres (+35.0% in FY25).

Big potential returns

According to the note, the broker has reaffirmed its buy rating and $5.00 price target on the small cap ASX share.

Based on its current share price of $3.68, this implies potential upside of 36% for investors over the next 12 months.

But the returns won’t stop there. Bell Potter is expecting a fully franked dividend of 14.7 cents per share in FY 2026. This equates to a 4% dividend yield, which boosts the total potential return to approximately 40%.

Commenting on the update and its buy recommendation, the broker said:

IPG’s AGM Trading Update outlined operating resilience, with 1H FY26 EBITDA and EBIT guidance exceeding consensus expectations. Pleasingly, following a weak FY25, CMI financials appear to be recovering, with an expanding orderbook and opportunity pipeline indicating growth over FY26.

IPG is well positioned to capitalise on the Commercial construction market recovery currently underway as well as continued strong momentum in Data Centre and Infrastructure construction activity. IPG represents a relatively undervalued Industrials business compared with the ASX300 Industrials index with strong re-rate potential, in our view.

The post Why this small cap ASX share could deliver a 40% return appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• Why Gentrack, IPD, SRG, and Web Travel shares are racing higher today

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

These ASX 200 shares have all soared over the past 12 months, but they’ve still got a way to go until they reach their peak. These are the shares I’d buy with $10,000 today.

Newmont Corporation (ASX: NEM)

The Newmont share price closed 4.63% higher on Tuesday afternoon, at $132.88 a piece. The ASX 200 mining stock has climbed 7.87% over the past month and has climbed an impressive 120.55% higher since January. 

The miner recently made the list of top global copper producers, ranking in 20th place, after producing 35,000 tonnes during the third quarter of 2025. Newmont holds a resource base containing some 25 million tonnes of copper across North America, Latin America, and the Asia Pacific. The ranking surprised investors since Newmont is best known for being the world’s largest gold producer with global operations in countries across North and South America, Africa, and Australia.

Surging gold and copper prices have supported Newmont’s share price this year. Gold hit a record high last month, surpassing US$4,000 per ounce for the first time and reaching an all-time peak of approximately US$4,358 per ounce. Copper also hit a record high in late October at US$11,200 per tonne on the London Metal Exchange.

The ASX 200 share is tipped to continue growing too. Morgans said it had maintained an accumulate rating on Newmont shares following its 3Q FY25 results. It also raised its 12-month share price target from $146 per share to $148 per share. That implies an upside of 11.4% over the next 12 months.

Macquarie is more cautious with a neutral rating and a higher share price target of $153. That implies a potential 15.2% upside at the time of writing.

Tradingview data shows that some analysts are even more bullish, with the maximum target price of $186.49 per share. That represents a potential 49.5% upside for investors at the time of writing.

Eagers Automotive Limited (ASX: APE)

The Eagers share price closed 3.01% higher on Tuesday afternoon, at $30.09 a piece. Over the past month, the shares have fallen 3.25% but they’re still a huge 156.3% higher for the year-to-date.

A significant portion of Eagers’ success over the past year is the rise of the fast-growing Chinese electric vehicle brand, BYD. Eagers operates around 80% of the dealerships that sell BYD cars in Australia. Meanwhile, Eagers’ used-car retailer Easyauto123 has been boosted by a shift in consumer preference towards used cars. This has been fueled by the cost-of-living crisis.

The company also announced a $1 billion acquisition of CanadaOne Auto Group. To fund the deal, Eagers raised $452 million and brought in Mitsubishi Corporation as a new strategic partner. Mitsubishi is also taking a 20% stake in Easyauto123, signalling ambitions to help scale the used-car business.

Analysts are bullish on the outlook for the stock, too. So it looks like even after this year’s share price surge, any stock purchased right now can still benefit from a robust upside. 

Macquarie has an outperform rating Eagers’ shares and a $29.98 target price. Although this implies a potential 0.36% downside at the time of writing. 

The team at RBC Capital Markets are also bullish on the shares and have a $32 target price in place. What implies a 6.34% upside at the time of writing. 

Tradingview data shows some analysts expect Eagers’ shares to climb as high as $34, which implies a 12.99% upside at the time of writing. 

The post 2 soaring ASX 200 shares I’d buy with $10,000 today appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Wednesday
• Revealed: BHP and 4 other ASX 200 mining stocks rank among top global copper producers
• 5 things to watch on the ASX 200 on Monday
• 5 things to watch on the ASX 200 on Thursday
• 5 things to watch on the ASX 200 on Wednesday

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

Small-cap stock IVE Group (ASX: IGL) held its Annual General Meeting yesterday. 

IVE Group is the largest integrated marketing communications business in Australia, with leading market positions across every sector in which the company operates.

This small-cap stock has been a market beater in 2025.

It has risen more than 33% year to date.

For context, the S&P/ASX Small Ordinaries Index (ASX: XSO) is up 16% in the same period.

However, the company provided a trading update yesterday, which was effectively a soft downgrade to FY26 guidance. 

Ive Group reported that YTD revenue has been softer than expected across the retail and media sectors, impacting IVE’s catalogue business in particular. 

FY26 underlying NPAT is now expected to be at the bottom end of the previously advised $50-54m guidance range. 

Markets reacted poorly to this update, as the small-cap stock lost more than 6% yesterday. 

Following the AGM, the team at Bell Potter released fresh guidance on the ASX small-cap stock, which included a reduced price target. 

Here’s what the broker had to say. 

EPS downgrades

The broker has maintained its buy recommendation on IVE Group; however, it has downgraded the underlying NPAT/EPS forecasts for FY26, FY27, and FY28 by 6%, 7%, and 7%, respectively. 

Bell Potter said it previously forecasted underlying NPAT of $54.2m, which comprised $53.4m for the core business and $0.8m for the recent acquisitions. 

Yesterday, it downgraded its core forecast to $50.2m, which is consistent with the bottom end of the range. 

Reduced share price target

Based on this guidance, the broker has downgraded the price target to $3.10 (previously $3.25). 

Our updated PT of $3.10 is an 11% premium to the share price and we maintain the BUY recommendation.

Based on yesterday’s closing price of $2.81, the broker sees an estimated upside of 10.32%. 

Small-cap stock also offers generous yield 

This ASX small-cap stock could be an option for investors looking to generate passive income through healthy dividends. 

Bell Potter said IVE group has a history of paying dividends and has a payout ratio policy of between 65-75% of underlying NPAT/EPS. 

The company has, however, held the dividend steady at 18 cents recently and has said it intends to keep it at this level in FY26.

Thereafter, however, the company intends to return to a payout ratio policy of 55-65% of underlying NPAT/EPS.

The broker said the forecast dividend yield over the next three years is a healthy 6.4%, 7.1%, and 7.5% fully franked.

The post Is this small-cap stock a buy after shedding 6% yesterday? appeared first on The Motley Fool Australia.

More reading

• Why Bendigo Bank, Bougainville Copper, Iress, and IVE shares are falling today

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.

With interest rates edging lower and term deposit returns slipping, many Australians are beginning to look to the share market for income.

But if you don’t fancy stock-picking, don’t worry. That’s because ETFs make things simple.

In one trade you gain exposure to lots of dividend-paying shares and in some cases, access to unique sources of income that you won’t find in traditional Australian portfolios.

As we head into December, here are three ASX ETFs that stand out for income-focused investors.

Betashares Global Royalties ETF (ASX: ROYL)

The Betashares Global Royalties ETF could be worth considering. Rather than relying on banks, miners, or property trusts, this ASX ETF targets shares that generate revenue from royalties. This is a model that often provides stable, recurring cash flows.

This includes businesses like ARM Holdings (NASDAQ: ARM), with its licensing-based chip architecture, Wheaton Precious Metals (NYSE: WPM), which receives royalties from global mining operations, and Universal Music Group (AMS: UMG), which earns from music catalogues and streaming rights.

At present, this fund trades with a trailing dividend yield of 5.2%. Betashares recently highlighted it as an attractive option for income-seeking investors.

Betashares S&P Australian Shares High Yield ETF (ASX: HYLD)

The Betashares S&P Australian Shares High Yield ETF focuses on 50 high-yielding ASX shares that are selected using dividend forecasts rather than backward-looking payouts. This helps avoid some of the classic dividend traps and keeps the portfolio geared toward sustainable income.

Among its largest holdings are the likes of big four banks Westpac Banking Corp (ASX: WBC) and National Australia Bank Ltd (ASX: NAB), miner BHP Group Ltd (ASX: BHP), and retail powerhouse Wesfarmers Ltd (ASX: WES). These companies form the backbone of Australia’s dividend landscape.

The Betashares S&P Australian Shares High Yield ETF currently offers a forward yield of approximately 4.7%, making it an appealing option for investors who want diversified income without overcomplicating their portfolio.

Betashares also recently flagged this ASX ETF as a top choice for income-focused investors this month.

Vanguard Australian Shares High Yield ETF (ASX: VHY)

Finally, the Vanguard Australian Shares High Yield ETF could be a top ASX ETF for income investors.

It tracks a basket of shares with the highest forecast dividend yields based on broker expectations, giving investors exposure to some of Australia’s best dividend payers.

Its top holdings currently include BHP, Commonwealth Bank of Australia (ASX: CBA), and Telstra Group Ltd (ASX: TLS). These blue-chip names have long histories of delivering fully franked dividends, even during challenging market conditions.

This fund currently trades with a 4.2% dividend yield.

The post 3 excellent ASX ETFs for income investors to buy in December appeared first on The Motley Fool Australia.

More reading

• Buy this ASX bank share instead of the ‘big four’: expert
• 2 Australian dividend giants that I think belong in every portfolio
• Invested in NAB shares? Here are the key dates for 2026
• Top 10 most-traded ASX shares last week
• What is Ord Minnetts’ view on Virgin Australia and BHP shares?

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 positions in and has recommended Wesfarmers. The Motley Fool Australia has positions in and has recommended Telstra Group. The Motley Fool Australia has recommended BHP Group, Vanguard Australian Shares High Yield ETF, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

ASX dividend shares can be a great source of passive income for investors because of their ability to share profits year after year with shareholders.

Some businesses trade at relatively low multiples of their earnings, which can support a relatively high dividend yield. Additionally, some businesses may pay out a high level of their earnings each year, which can also lead to a higher dividend yield. When a business has both elements in its favour, that can mean a very high dividend yield.

The two ASX dividend shares I’ll discuss both have the potential to yield double-digit dividends in the coming years.

GQG Partners Inc (ASX: GQG)

GQG is one of the larger listed fund managers on the ASX, with a market capitalisation of close to $5 billion. I think it’s very good value at that price.

The business has been paying investors a dividend payout ratio of around 90% of its distributable earnings in recent times, which means a very good dividend yield for investors.

Its latest quarterly dividend alone equates to a dividend yield of 3.4%. That’s an annualised dividend yield of close to 14%, at the time of writing.

If the business can just maintain its dividend at this level, then that’s an impressive return by itself.

I also think the ASX dividend share can deliver capital growth for shareholders if the investment performance of its funds can turn around. It recently took a defensive positioning with its portfolios because of the perceived overvaluation of AI/tech businesses – a prudent move, in my eyes.

While being defensive has led to underperformance in 2025, I think the recent decline of tech valuations will have helped GQG’s funds catch up.

Based on the latest quarterly dividend, the GQG share price is currently trading at less than 7x its distributable annualised net profit, which seems cheap, particularly if it can deliver stronger investment performance/stabilise the funds under management (FUM) outflows.

Shaver Shop Group Ltd (ASX: SSG)

Shaver Shop is one of my favourites for ASX dividend shares, boasting a large yield due to its track record of consistently delivering and regularly growing dividends. It has grown its annual dividend almost every year in the last several years, aside from one year (FY24) when it maintained its payout.

The company has 126 stores, with 116 in Australia and 10 in New Zealand. It claims to be the market leader in a growth sector. Its products are focused on DIY grooming, personal care, hair and beauty appliances for men and women, with a specialisation in premium products.

The ASX dividend share increased its payout to 10.3 cents in FY25, which translates into a grossed-up dividend yield of 10.1%, including the franking credits. If it hikes its dividend slightly to 10.4 cents in FY26, that’d be a grossed-up dividend yield of 10.25%.

I’m optimistic the company can grow its profits further with the growth of its own brand (called Transform-U), additional exclusive agreements with new shaver brands, more stores, and the potential to increase margins as it becomes larger.

According to the estimates on CMC Markets, the business is trading at 12x FY26’s forecast earnings.

The post Get paid huge amounts of cash to own these ASX dividend shares! 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 Gqg Partners and Shaver Shop Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.