Australian Capital Markets Stock News

ASX:WOW
ASX:WOWConsumer Retailing

Assessing Woolworths Group (ASX:WOW) Valuation As Board Changes Signal A Digital Shift

Board changes and why they matter for Woolworths Group (ASX:WOW) investors Woolworths Group (ASX:WOW) has flagged a governance shift, with experienced technology and product leader Jon Alferness joining the Board as a non executive director, while Tracey Fellows plans to retire from the Board. See our latest analysis for Woolworths Group. At a share price of A$31.45, Woolworths Group has recorded a 30 day share price return of 6.43% and a 1 year total shareholder return of 8.2%, while the 3...
ASX:TWE
ASX:TWEBeverage

What Does JPMorgan’s Smaller Stake Mean For Treasury Wine Estates’ (ASX:TWE) Investor Base Narrative?

JPMorgan Chase and its affiliates recently disclosed that they cut their holding in Treasury Wine Estates below the substantial shareholder threshold as of 30 January 2026, driven by changes in securities lending, proprietary trading and prime brokerage transactions. This reduction reshapes Treasury Wine Estates’ institutional investor mix, highlighting how large financial intermediaries’ portfolio adjustments can influence perceptions of the company’s ownership profile. We’ll now examine...
ASX:ORG
ASX:ORGElectric Utilities

A Look At Origin Energy (ASX:ORG) Valuation After Its Higher 2026 Production Guidance

Origin Energy lifts lower end of 2026 production guidance Origin Energy (ASX:ORG) has slightly raised the lower bound of its fiscal 2026 production guidance to 645 to 680 petajoules, from a previous range of 635 to 680 petajoules, which has drawn fresh attention to the stock. See our latest analysis for Origin Energy. Despite the higher 2026 production guidance, Origin Energy's share price has seen a 1 day return of 1.8% decline, a 7 day return of 7.54% decline and a 90 day return of 8.78%...
ASX:JHX
ASX:JHXBasic Materials

Is James Hardie Industries (ASX:JHX) Pricing Look Attractive After A 39.9% One-Year Share Fall

If you are wondering whether James Hardie Industries is offering fair value at its current price, this article will walk through what the numbers are really saying about the stock. The shares last closed at A$32.46, after a 2.0% decline over the past 7 days, a 1.6% gain over 30 days, and returns of 5.4% year to date, a 39.9% decline over 1 year, a 1.2% gain over 3 years, and a 16.6% decline over 5 years. These mixed returns sit against an ongoing flow of company and sector updates that...
ASX:CQR
ASX:CQRRetail REITs

What Charter Hall Retail REIT (ASX:CQR)'s Record Occupancy and Reaffirmed Earnings Guidance Means For Shareholders

In early February 2026, Charter Hall Retail REIT reported half-year results showing A$86.2 million in sales, A$240.7 million in net income and basic earnings of A$0.4141 per unit, while reaffirming upgraded full-year 2026 operating earnings guidance of at least 26.4 cents per unit. The REIT also highlighted record portfolio occupancy of 99.1%, same-property net property income growth of 3% and a refinancing of its A$1.60 billions debt platform that reduced its weighted average debt margin by...
ASX:CAT
ASX:CATSoftware

Did Perch P2’s Rehab Push Just Shift Catapult Sports' (ASX:CAT) Investment Narrative?

In February 2026, Catapult Sports announced Perch P2, a next-generation velocity-based training system that extends athlete performance monitoring beyond the weight rack with a wider 105-degree field of view, faster 60 FPS capture, and instant LED feedback for gym and field use. By adding support for mobility assessments and sports medicine workflows, Perch P2 aims to integrate strength, movement quality, and rehabilitation into a single performance ecosystem for American Football, Football,...
ASX:ZIP
ASX:ZIPConsumer Finance

Is Zip Co’s (ASX:ZIP) New Pay in 2 Feature Reframing Its Everyday-Spend Strategy?

Zip Co Limited recently launched Pay in 2, a new option that lets customers split purchases into two installments over two weeks, aiming to make everyday spending more manageable within a single billing cycle. Pilot results showed very strong repeat-use intent for Pay in 2, especially for routine expenses like groceries and bills, suggesting material interest in shorter-term installment plans. We’ll now examine how Pay in 2’s focus on everyday spending and shorter repayment horizons could...
ASX:REA
ASX:REAInteractive Media and Services

Does REA Group’s (ASX:REA) Bigger Payout and Buyback Mask Deeper Earnings Strains?

In early February 2026, REA Group Limited reported half-year 2025 results showing lower net income and earnings per share year on year, but raised its fully franked interim dividend to A$1.24 per share payable on March 18, 2026. At the same time, the board approved an on-market share buyback of up to A$200 million through December 31, 2026, signalling confidence while the company faces softer listing volumes, higher costs and intensifying competition from CoStar in online property...
ASX:CSL
ASX:CSLBiotechs

Seqirus Spin-off Pause and Flu Demand Concerns Could Be A Game Changer For CSL (ASX:CSL)

In recent weeks, CSL has been in focus as investors look back on its February 11 half-year results and interim dividend announcement, following earlier cuts to its fiscal 2026 growth outlook and a pause to the planned Seqirus vaccines spin-off after weaker US flu vaccination rates. At the same time, CSL has faced regulatory scrutiny over Tavneos data in Europe and tougher competition for its Vifor iron products, sharpening attention on how well the group can balance growth ambitions with...