Tag: Stock pick

The Emerald Resources NL (ASX: EMR) share price is in focus today after the gold miner lifted half‑year revenue to $257.0 million and net profit after tax (NPAT) to $73.1 million, up 23% on the prior period.

What did Emerald Resources report?

• Revenue increased 7% to $257.0 million (HY24: $239.7 million)
• NPAT up 23% to $73.1 million (HY24: $59.7 million)
• EBITDA rose 13% to $143.1 million
• Basic earnings per share: 11.08 cents (HY24: 9.09 cents)
• No interim dividend declared
• Net tangible assets per share up 21% to 75.59 cents

What else do investors need to know?

Emerald Resources finished the half with a strong cash position of $299.4 million and additional gold bullion and listed investments bringing the total to $372.7 million. The group remains debt free and unhedged, while its key Okvau Gold Mine in Cambodia contributed ongoing steady production.

Production at Okvau totalled 47,064 ounces at an all-in sustaining cost (AISC) of US$1,104/oz. Sales volumes were 43,678 ounces at a robust average gold price, and the company maintained full-year FY26 production guidance (105–120koz gold at AISC of US$966/oz). Beyond Okvau, Emerald pushed ahead with advancing its fully permitted Dingo Range Gold Project (WA) and Memot Gold Project (Cambodia), both of which reported resource upgrades in early 2026.

What’s next for Emerald Resources?

Looking ahead, Emerald Resources is progressing feasibility and development studies at both the Dingo Range and Memot gold projects. These projects are now fully permitted and delivered significant increases to their Mineral Resource Estimates, supporting growth well into FY26 and beyond.

Drilling and exploration continue across core regions in Western Australia and Cambodia, focused on extending known deposits and targeting additional resource growth. The company also aims to finalise maiden ore reserves at both Dingo Range and Memot in 2026, which should underpin project timelines for future production growth.

Emerald Resources share price snapshot

Over the past 12 months, Emerald Resources shares have risen 67%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period. 

View Original Announcement

The post Emerald Resources lifts profit 23% as gold projects drive growth appeared first on The Motley Fool Australia.

More reading

• Woodside Energy Group posts record 2025 production and maintains dividend
• Scentre Group lifts profits and distributions with busy Westfield redevelopments
• Dalrymple Bay Infrastructure lifts revenue and distributions for FY25
• Nine Entertainment grows earnings, focuses on digital future
• Monadelphous Group posts record half-year result as new contracts boom

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Clarity Pharmaceuticals Ltd (ASX: CU6) shares have been on form recently.

Thanks to some very exciting trial data, this speculative ASX stock has risen approximately 40% in just over two weeks.

The good news is that analysts at Bell Potter believe this strong share price rally can continue.

What is the broker saying?

Bell Potter highlights that the pharmaceuticals company has released further data from the SECuRE study, which is highly promising. It said:

76 yr old man with baseline PSA 3.25ng/mL and following multiple lines of previous therapy. Achieved undetectable PSA 7 weeks after first dose of 67Cu-SARbis-PSMA. The patient has since received a second round with no disease observed on PSMA PET. Adverse events were mild and transitory. No haematological or renal AEs.

CU6 has not published a complete response rate across the treated population of the SECuRE trial for several reasons including that the trial is ongoing and results were achieved across a variety of treatment protocols. Nevertheless, there are now five men from our estimate of 35 to 40 treated across each of the cohorts (including those in early dose escalation at sub therapeutic doses) with complete responses. This compares to a complete response rate of 9% achieved by Pluvicto in its 581 patient phase 3 approval study in post chemotherapy men.

The broker believes this data is “extraordinary.” It adds:

This data is extraordinary not only for efficacy, but the safety profile is attractive. Three patients in the expansion cohort have experience grade 3 lymphopenia – all or part of which may be explained by previous taxane therapy. Otherwise the safety profile is relatively clean with the majority of AE’s either grade one or two.

Should you buy this speculative ASX stock?

According to the note, in response to its latest data release, the broker has reaffirmed its speculative buy rating and $6.40 price target on Clarity’s shares.

Based on its current share price of $3.82, this implies potential upside of 68% for investors over the next 12 months.

Commenting on its buy recommendation and what to look out for in the coming months, Bell Potter said:

The next major catalyst will be the detailed analysis of data from the Co-PSMA study to be presented at the European Urology Ass’n conference in London next month. The headline data demonstrated a highly statistically significant difference in detection rates of 64Cu-SAR-bisPSMA vs 68Ga-PSMA11. Bottom line is we expect this will lead to a step change in specificity.

For the estimated +1m men in the US today with rising PSA following RP and for whom neither 68Ga or 18F is able to detect disease, the introduction of 64Cu-SAR-bisPSMA will be a game changer, allowing disease to be located and treated, either with XBR or surgery or both. We expect this data will dominate Urology conferences in the lead up to a potential approval in late CY27.

Overall, this could make Clarity worth considering if you have a high tolerance for risk.

The post Why this speculative ASX stock could rocket 68% appeared first on The Motley Fool Australia.

More reading

• Why Clarity Pharmaceuticals, EOS, Nuix, and Reece shares are racing higher today
• Why is this ASX 300 stock jumping 14% on Monday?
• Why this ASX 300 stock could be a buy after ‘a breakthrough moment’
• Guess which ASX 300 stock is jumping 18% on big news
• Argo Investments reports record profit and dividend

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 Woodside Energy Group Ltd (ASX: WDS) share price is in focus today as the company reported record annual production of 198.8 million barrels of oil equivalent for 2025, with a final dividend of US59 cents per share.

What did Woodside Energy Group report?

• Record full-year production: 198.8 MMboe (up 3% from 2024)
• Operating revenue: US$12,984 million (down 1% from 2024)
• Net profit after tax (NPAT): US$2,718 million (down 24%)
• Underlying NPAT: US$2,649 million (down 8%)
• EBITDA: US$9,277 million (flat year-on-year)
• Full-year fully franked dividend: US112 cps (down 8% from 2024)

What else do investors need to know?

Woodside delivered strong operational performance in 2025, underpinned by high reliability at key assets and new production from Sangomar. While lower realised oil and gas prices weighed on profit, the company improved unit production costs by 4% to US$7.8 per barrel.

Major growth projects remain on track. Scarborough is now 94% complete ahead of its first LNG cargo expected late 2026, while the Louisiana LNG project progressed to 22% completion, with capital exposure reduced following strategic partnerships. Beaumont New Ammonia achieved first production in December.

Woodside maintained a strong balance sheet, with liquidity of US$9.3 billion and gearing within its 10–20% target range. Free cash flow improved to US$1.9 billion, driven by higher operating cashflow and asset selldowns.

What did Woodside Energy Group management say?

Acting CEO Liz Westcott said:

The outstanding full-year results reflected the disciplined execution of Woodside’s strategy, while maintaining safe, reliable and sustainable operations. Our strong underlying NPAT of $2.6 billion and free cashflow of $1.9 billion is a testament to the performance of the base business during a period of increased capital expenditure and softening prices … We are delivering on our commitments by leveraging our proven operational excellence, demonstrated project execution and delivery and continued financial discipline to reward shareholders today, while positioning Woodside for future value and growth.

What’s next for Woodside Energy Group?

In 2026, Woodside plans to ramp up production at Beaumont New Ammonia and deliver the first LNG cargo from Scarborough. Progress will continue at its Louisiana LNG and Trion projects, supporting future growth.

Management has flagged ongoing discipline in capital allocation and portfolio management, with a continued focus on safety, sustainability, and maintaining strong liquidity. Guidance for 2026 includes production between 172 and 186 MMboe and capital expenditure of US$4–4.5 billion.

Woodside Energy Group share price snapshot

Over the past 12 months, Woodside Energy Group shares have risen 16%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Woodside Energy Group posts record 2025 production and maintains dividend appeared first on The Motley Fool Australia.

More reading

• Emerald Resources lifts profit 23% as gold projects drive growth
• Scentre Group lifts profits and distributions with busy Westfield redevelopments
• Dalrymple Bay Infrastructure lifts revenue and distributions for FY25
• Nine Entertainment grows earnings, focuses on digital future
• Monadelphous Group posts record half-year result as new contracts boom

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Investing in ASX small-caps can be a high-risk, high-reward decision. 

Many small-cap companies are depending on clinical trial success, public or private funding and more to generate consistent profits. 

Because of these risks, share price volatility is common amongst this asset class. 

However, the team at Bell Potter have an optimistic view on two ASX small-caps following important results. 

If you are considering adding a speculative small-cap stock to your portfolio, these two could be worth watching. 

Biome Australia Ltd (ASX: BIO)

Biome Australia (BIO) develops and commercialises clinically backed innovative live biotherapeutics (probiotics), marketing 18 products under the ‘Activated Probiotics’ Brand. 

The company made headlines earlier this month after it struck a distribution deal for its probiotic products in Canada.

This sent its share price 8% higher on February 2nd. 

Since then, its share price has retreated, however yesterday, they jumped 6% on First Half FY26 Results. 

The company reported net profit of $1.18m, up 172% from the prior period, record H1 EBITDA of $1.47m and record half-year sales revenue of $12.40m, up ~40%. 

Following this announcement, Bell Potter provided updated guidance on the ASX small-cap stock. 

The broker pointed out that the company maintained sales momentum in Australian Pharmacy as well as introduced new retail channels with Mecca (beauty vertical) and Go Vita (health food). 

The broker maintained its buy recommendation and price target of $1.00. 

From yesterday’s closing price of $0.43, this indicates an upside of approximately 132.6%. 

We look forward to the FY26 result, in which we expect to see further improvement in 2H26 sales and margins and more colour on geographic segmentation. Given 1 yr fwd multiples are now c.13x, but the FCF yield is >6% and ROE is >40%, BIO screens positively for long-term fundamental investors.

EMvision Medical Devices Ltd (ASX: EMV)

EMvision Medical Devices Ltd is an Australian medical device company. The company is focused on the research and development, and commercialisation of neurodiagnostic technology for stroke diagnosis and monitoring. 

Yesterday, the company released its Half Year Report. Following this announcement, Bell Potter released an updated outlook on the ASX small-cap stock. 

Bell Potter reinforced CY26 is a pivotal year for the company with an expected successful completion of the current validation trial, leading to potential FDA De Novo clearance in 4Q CY26 / 1Q CY27. 

This will be a critical value inflection point for EMV and is expected to be supported by the various First Responder feasibility studies, with updates during CY26.

Bell Potter maintained its speculative buy recommendation on the company, along with a price target of $3.150. 

From yesterday’s closing price of $1.775, this indicates an upside of 77.5%. 

The post Two small-caps that could double this year appeared first on The Motley Fool Australia.

More reading

• This probiotics company has just struck a distribution deal, sending its shares sharply higher
• Why this speculative ASX stock could rise 80%
• Are these ASX small-cap stocks about to double?

Motley Fool contributor Aaron Bell has positions in EMVision Medical Devices. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended EMVision Medical Devices. 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.

Two ASX 300 shares that have earned a positive rating from Bell Potter after earnings results are Imdex Ltd (ASX: IMD) and McMillan Shakespeare Ltd (ASX: MMS). 

Both companies released H1 FY26 results yesterday which led to buy recommendations from the broker. 

Here is what both ASX 300 companies reported. 

Imdex Ltd (ASX: IMD) 

Imdex is an Australian mining equipment and technology company operating globally.

Its share price has been on a steady increase over the last 12 months, rising 30.7% in that span. 

This continued yesterday as its share price rose 2.5% on the back of its 1H FY26 Results. 

For the half year ending 31 December 2025 this ASX 300 company reported: 

• Revenue of $247 million, up 16% on prior corresponding period (pcp)
• EBITDA normalised $78 million, up 22% on pcp.
• Interim dividend of 1.7 cps. 

Speaking on the results, Managing Director and Chief Executive Officer, Paul House, said:

I am delighted with the record 1H26 result, two things stand out to me. The first being our commitment to invest continually through the exploration cycle that continues to build on a portfolio of leading technology. The second being our unrivalled global network and team of IMDEX personnel around the world working relentlessly to deliver value for our customers. This combination has enabled IMDEX to once again outperform the market.

McMillan Shakespeare Ltd (ASX: MMS) 

It was a different reaction from the market after this ASX 300 company released half-year results yesterday. 

It’s share price fell more than 5% as investors were seemingly discouraged by the results. 

This ASX 300 company specialises in employee benefits. 

Its services include salary packaging, novated leasing, disability plan management and support coordination, asset management, and related financial products and services.

For the six months ending 31st December 2025, it reported: 

• Statutory net profit after tax (NPAT) up 9.7% to $49.6 million
• Underlying net profit after tax and amortisation (UNPATA) up 1.4% to $50.3 million
• Group revenue up 11.2% to $297.4 million
• Half-year fully-franked dividend of 62 cents

Bell Potter upgrades both ASX 300 companies

Bell Potter previously had a hold recommendation on both stocks, but has now upgraded both to a buy. 

Responding to the results from Imdex, Bell Potter said it was highly encouraged by the CY26 global gold and copper Major and Intermediate budgets announced to date, implying a significant uplift in exploration spend compared with CY25. 

Together, with greater Junior exploration activity, as a record wave of recently raised equity is deployed, we believe IMD will see robust demand growth for its products and services and operating leverage.

The broker has upgraded its share price target to $4.60 (previously $3.60). 

From yesterday’s closing price of $4.00, this indicates an upside of 15%. 

Meanwhile, for McMillan Shakespeare shares, the broker was optimistic about future growth thanks to the company’s disciplined cost control. 

We view the result as being classified by disciplined cost control. MMS could see as much as +8% benefit at EBITDA line from non-recurring costs and productivity alone. We upgrade to Buy on the depressed multiple and upgrade our EPS +2%/+0%/+0%.

The broker has an updated price target of $18.50 (previously $19.70). 

From yesterday’s closing price, this indicates an upside of approximately 11.4%. 

The post Bell Potter just upgraded these ASX 300 shares to a buy after earnings results appeared first on The Motley Fool Australia.

More reading

• This ASX 300 stock has shed over 5% following half-year results

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

The Scentre Group (ASX: SCG) share price is in focus after the company posted a 4.9% rise in Funds From Operations (FFO) to $1,188 million for 2025, and recorded its fifth consecutive year of earnings and distributions growth.

What did Scentre Group report?

• Funds From Operations (FFO) rose 4.9% to $1,188 million (22.82 cents per security)
• Distributions increased 3.4% to $923 million (17.72 cents per security)
• Statutory profit came in at $1,779 million
• Customer visitation climbed 2.7% to 540 million visits
• Portfolio occupancy reached a record 99.8%, the highest since 2013
• Net Operating Income (NOI) was up 4.8% on a like-for-like basis

What else do investors need to know?

Scentre Group’s Westfield destinations saw business partner sales hit a record $30 billion in 2025, up 3.6% from the prior year. The company also achieved an 11% increase in Westfield membership to 5 million, highlighting steady customer engagement.

The year included expansions and redevelopments at Westfield Sydney, Southland, Burwood, and Bondi, attracting global brands and new precincts. Strategic joint ventures brought in $2.2 billion of new capital, including the partial sales of interests in Westfield Chermside and Westfield Sydney.

What did Scentre Group management say?

Scentre Group CEO Elliott Rusanow said:

Our strategy is to grow the economic activity that occurs at each of our 42 Westfield destinations located throughout Australia and New Zealand. This strategy continues to deliver strong operating performance and continued growth in earnings.

Our 2025 results represent our fifth consecutive year of earnings and distributions growth and we expect these to continue to grow in the years ahead.

What’s next for Scentre Group?

Management is targeting at least 4.0% growth in FFO per security for 2026, aiming for 23.73 cents, with distributions tipped to rise another 4% to 18.43 cents per security. Scentre Group plans to keep investing in redevelopments, such as the $240 million project at Westfield Bondi, and intends to increase its investment in Carindale Property Trust, subject to market conditions.

The company is also focused on unlocking value from its 670+ hectares of prime land, with planning proposals lodged to deliver over 16,000 dwellings, while progressing its goal to reach net zero scope 1 and 2 emissions by 2030.

Scentre Group share price snapshot

Over the past 12 months, Scentre Group shares have risen 4%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Scentre Group lifts profits and distributions with busy Westfield redevelopments appeared first on The Motley Fool Australia.

More reading

• Emerald Resources lifts profit 23% as gold projects drive growth
• Woodside Energy Group posts record 2025 production and maintains dividend
• Dalrymple Bay Infrastructure lifts revenue and distributions for FY25
• Nine Entertainment grows earnings, focuses on digital future
• Monadelphous Group posts record half-year result as new contracts boom

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Dalrymple Bay Infrastructure Ltd (ASX: DBI) share price is in focus after the company reported full-year FY-25 TIC revenue of $307.6 million, up 3.9%, and an 11.9% lift in distributions to 24.625 cents per security.

What did Dalrymple Bay Infrastructure report?

• Terminal Infrastructure Charge (TIC) revenue rose 3.9% to $307.6 million
• EBITDA increased 5.2% to $294.3 million
• Statutory net profit after tax was $29.2 million
• Funds From Operations (FFO) grew 10.6% to $173.3 million
• Net debt stood at $1,975.7 million at year end
• Total distributions for FY-25 climbed 11.9% to 24.625 cents per security

What else do investors need to know?

Dalrymple Bay Infrastructure completed a major refinancing, securing $1.07 billion in new loan facilities. This refinancing repaid previous debt, covered early repayment costs, and retired $410 million of revolving credit facilities, improving balance sheet flexibility and reducing funding costs.

The company continues to progress $429.6 million in committed non-expansionary capital (NECAP) projects, including the Shiploader 1A and Reclaimer 4 upgrades, which are on track and within budget. These upgrades are expected to boost revenue from July 2027.

Operationally, the business achieved strong safety results, reporting no serious injuries or illnesses for employees or contractors, and only one minor dust-exceedance incident was recorded for the year.

What did Dalrymple Bay Infrastructure management say?

Dalrymple Bay Infrastructure CEO and Managing Director Michael Riches, said:

Dalrymple Bay Infrastructure’s FY-25 performance reflects the continued resilience of the business and the consistency of its earnings profile. Financial performance was underpinned by the stability of DBI’s take-or-pay contracts, growth in the underlying terminal infrastructure charge and the continued delivery of revenue-enhancement and cost-efficiency initiatives. The December refinancing has improved balance sheet flexibility and reduced funding costs, while preserving substantial debt capacity to fund committed NECAP projects at a lower cost of capital. The refinancing has demonstrated the strong credit profile of DBI and that there are other low cost sources of debt capital open for DBI to access for future refinancings. This should continue to allow DBI to improve its balance sheet, lower interest costs and reduce refinancing risk. The capital allocation review has supported a material uplift in distribution guidance for TY-25/26 to 26.375cps. DBI will continue to focus on growing and managing our business to create long term value for securityholders in line with our stated objectives. Our goal is to continue to deliver sustainably growing returns to securityholders over the long term and FY-25 has been a clear demonstration of our drive to achieve that goal and our ability to execute against our plans and commitments.

What’s next for Dalrymple Bay Infrastructure?

Looking ahead, Dalrymple Bay Infrastructure has upgraded its distribution guidance for TY-25/26 to 26.375 cents per security, reflecting a 7.7% increase on previous guidance and targeting future payout ratios at the upper end of the 60–80% FFO band. Management is focused on delivering 3–7% distribution growth each year, supported by stable take-or-pay contracts and ongoing NECAP project investments.

The group will continue to prioritise major NECAP upgrades, organic revenue opportunities, and disciplined debt management. It is also exploring options to diversify through potential acquisitions and alternative uses for its infrastructure while maintaining a strong commitment to ESG and sustainability outcomes.

Dalrymple Bay Infrastructure share price snapshot

Over the past 12 months, Dalrymple Bay Infrastructure shares have risen 36%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Dalrymple Bay Infrastructure lifts revenue and distributions for FY25 appeared first on The Motley Fool Australia.

More reading

• Emerald Resources lifts profit 23% as gold projects drive growth
• Woodside Energy Group posts record 2025 production and maintains dividend
• Scentre Group lifts profits and distributions with busy Westfield redevelopments
• Nine Entertainment grows earnings, focuses on digital future
• Monadelphous Group posts record half-year result as new contracts boom

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

Five years ago, in February 2021, I could have bought Commonwealth Bank of Australia (ASX: CBA) shares for $81.56.

At the time, the world was still dealing with the fallout from COVID-19. Interest rates were ultra-low, economic uncertainty was high, and many investors questioned how quickly the major banks would recover.

Fast forward to today, and CBA shares are trading at $178.53.

That is more than a doubling of the share price in just five years.

A recovery that surprised many

CBA’s rebound from the pandemic was stronger than many expected.

As government stimulus, a resilient labour market, and a booming housing market supported borrowers, credit quality held up better than feared. Arrears remained manageable, bad debts stayed contained, and earnings rebounded.

Importantly, CBA did not just recover. It built on that recovery.

The bank maintained strong deposit growth, disciplined lending, and continued investing heavily in technology and digital capability. Over time, that consistency translated into growing profits and reliable dividends.

Its latest first-half result, released this month, once again highlighted that resilience. Cash net profit after tax came in 6% higher at $5.4 billion and the interim dividend was declared at $2.35 per share, fully franked. Return on equity remained strong and capital levels stayed comfortably above regulatory minimums.

In short, CBA has continued to execute.

Dividends added up

Of course, the share price is only part of the story.

Over the past five years, CBA has paid the following fully franked dividends per share:

• September 2021: $2.00
• March 2022: $1.75
• September 2022: $2.10
• March 2023: $2.10
• September 2023: $2.40
• March 2024: $2.15
• September 2024: $2.50
• March 2025: $2.25
• September 2025: $2.60
• March 2026 (declared): $2.35

That is a total of $22.20 per share in cash dividends over five years.

If I had held those shares, that would have been a meaningful income stream on top of the capital growth.

So what would $10,000 have become?

Now for the numbers.

If I had invested $10,000 into CBA shares in February 2021 at $81.56, I would have bought approximately 122.6 shares.

At today’s share price of $178.53, those shares would now be worth about $21,900.

That is more than double the original investment in capital value alone.

On top of that, those 122.6 shares would have generated roughly $2,720 in dividends over the past five years, based on the $22.20 per share paid during that period.

Add it together, and that original $10,000 would have effectively turned into around $24,600 in combined share value and cash dividends, before even taking franking credits into account.

Foolish takeaway

CBA has not been the cheapest bank share over the past five years. In fact, it has often traded at a premium to its peers.

But it has delivered consistency. It recovered strongly from COVID-19, continued to grow earnings, maintained strong capital, and kept rewarding shareholders.

If I had bought CBA shares five years ago and simply held on, I would likely be very pleased with the result today.

The post If I’d bought CBA shares 5 years ago, here’s what I’d have now appeared first on The Motley Fool Australia.

More reading

• How to build a $40,000 ASX share portfolio in 5 years
• How much could the CBA share price rise in the next year?
• 5 low-cost ASX ETFs for a global diversified portfolio
• How to build an ASX share portfolio you can stick with long term
• Buy, hold, sell: ANZ, CBA, NAB, and Westpac shares

Motley Fool contributor Grace Alvino has positions in Commonwealth Bank Of Australia. 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 Nine Entertainment Co. Holdings Ltd (ASX: NEC) share price is in focus today after the company reported a 6% lift in Group EBITDA to $201 million and a 30% jump in underlying net profit to $95 million for the half-year ended 31 December 2025.

What did Nine Entertainment report?

• Group revenue (continuing operations): $1.06 billion, down 5% on the prior year
• Group EBITDA (continuing operations): $192 million, up 6% on H1 FY25
• Net Profit After Tax (NPAT, continuing operations): $95 million, up 30%
• Statutory net profit: $81 million, up 42% on pcp
• Interim dividend: 4.5 cents per share, unfranked, payable 23 April 2026
• Underlying subscription revenues grew 13% and group EBITDA margin improved from 16.2% to 18.2%

What else do investors need to know?

Nine delivered its second consecutive half of EBITDA growth, despite a subdued advertising market, as streaming service Stan and the group’s mastheads led the way. The company executed significant cost reduction, delivering about $43 million in efficiencies during the half, with $32 million of these savings expected to continue.

Strategic reshaping of the business saw Nine announce the acquisition of QMS Media and the sale of Nine Radio. The restructuring of its NBN and Darwin TV operations as affiliates will bring in additional proceeds and tax benefits, supporting the shift to a more digital, scalable business. The Domain sale generated cash used for a special dividend and strengthened Nine’s balance sheet, leaving the group in a net cash position of $158 million at period end.

What did Nine Entertainment management say?

CEO Matt Stanton said:

Nine’s second consecutive half of EBITDA growth was achieved against the backdrop of a soft advertising market – with growth from Stan, the metro mastheads and the AFR, as well as a resilient result from Total TV. Our business continues to be defined by strong audience reach and engagement, coupled with disciplined cost management.

Over the past six months, there have been material strategic and operational achievements that will cement Nine’s path for the future.

These transactions will create a higher-growth, digitally powered and resilient Nine Group for our consumers, advertisers, people and shareholders. This positions Nine well for the future, enabling the Group to withstand industry disruption and deliver long-term sustainable value to our shareholders. The strategic transformation represents a step change in Nine’s asset portfolio, with digital growth businesses expected to account for 60% of revenue from FY27, up from 45% in FY25.

What’s next for Nine Entertainment?

Looking ahead, Nine expects to complete the QMS Media acquisition and finalise recent divestments by mid-2026, pending approvals. The company is forecasting ongoing audience and subscriber growth in its digital and streaming businesses, with cost discipline and selective investment in technology and content across all divisions.

Total Television revenues for Q3 FY26 are expected to hold steady, with ongoing cost-cutting initiatives offsetting inflationary pressures. The business remains focused on shifting further toward digital growth, aiming for 60% of group revenue from digital sources by FY27. Investment in data capabilities and content is aimed at supporting Nine’s future earnings and connecting more deeply with audiences and advertisers.

Nine Entertainment share price snapshot

Over the past 12 months, the Nine Entertainment shares have declined 35%, trailing the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period. 

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The post Nine Entertainment grows earnings, focuses on digital future 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 Nine Entertainment. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

The Monadelphous Group Ltd (ASX: MND) share price is in focus after the ASX engineering group reported record half-year revenue of $1.53 billion, up 45.6%, with net profit after tax jumping 52.6% to $64.9 million. The Board declared an interim dividend of 49 cents per share, fully franked.

What did Monadelphous report?

• Revenue: $1.53 billion, up 45.6% on the prior period
• EBITDA: $116.2 million, up 45.6%
• Net profit after tax (NPAT): $64.9 million, up 52.6%
• Earnings per share: 65.2 cents
• Interim dividend: 49 cents per share, fully franked
• Cash balance: $322 million at period end
• Secured $1.4 billion in new contracts and extensions since 1 July 2025

What else do investors need to know?

Monadelphous saw strong activity across both its Engineering Construction and Maintenance and Industrial Services divisions. Construction revenue rose 67%, supported by service expansion and larger projects in renewables through Zenviron. Maintenance services revenue grew 32.1%, driven by higher energy sector activity and continued strong iron ore demand.

The company made three strategic acquisitions during the half: Kerman Contracting, Australian Power Industry Partners, and High Energy Service, further expanding its service offering in non-process infrastructure and high-voltage solutions. A robust cash flow from operations of $171.1 million delivered a cash flow conversion rate of 186%.

What did Monadelphous management say?

Managing Director Zoran Bebic said:

Long-term demand in the resources and energy sectors is expected to continue, supported by an improved global economic growth outlook. Continued investment in new and existing operations in Western Australia’s iron ore sector is driving demand for both maintenance and construction services, with the energy sector to offer substantial prospects. The outlook for energy transition metals is strengthening, and Australia’s Net Zero emissions objective continues to drive long-term investment in energy generation, storage and transmission infrastructure. Leveraging its broad services capability, Monadelphous is well positioned to capitalise on the growing pipeline of opportunities.

What’s next for Monadelphous?

Monadelphous is forecasting full-year FY26 revenue to be about 30% higher than last year, with operating margins consistent with this half. Its $1.4 billion contract book and recent acquisitions put the company in a strong position for continued growth, especially in energy transition, infrastructure, and renewables.

The company remains focused on delivering quality earnings, maintaining disciplined risk management, and building on its collaborative customer relationships to support long-term sustainability and shareholder value. Monadelphous aims to support the decarbonisation of the resources and energy sectors, leveraging its growing capabilities and new strategic footholds.

Monadelphous share price snapshot

Over the past 12 months, the Monadelphous Group shares have risen 90%, outperforming the S&P/ASX 200 Index (ASX: XJO) which has risen 9% over the same period.

View Original Announcement

The post Monadelphous Group posts record half-year result as new contracts boom appeared first on The Motley Fool Australia.

More reading

• Nine Entertainment grows earnings, focuses on digital future
• AUB Group posts half-year profit, lifts FY26 guidance
• Mercury NZ results: Profit and dividend up as renewables power HY26
• 5 things to watch on the ASX 200 on Tuesday
• Here are the top 10 ASX 200 shares today

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.