Australian Commercial Services Stock News

ASX:COL
ASX:COLConsumer Retailing

How Renewed Scrutiny Of ROE And Efficiency At Coles (ASX:COL) Has Changed Its Investment Story

Recent coverage of Coles Group has revisited the supermarket operator’s revenue trends, profit profile, financial health, and valuation metrics, with particular emphasis on return on equity and operational efficiency within its Australian retail footprint. This renewed focus on how effectively Coles converts shareholder capital into earnings is sharpening attention on the company’s positioning in a competitive grocery and e-commerce landscape. We’ll now explore how this intensified scrutiny...
ASX:HUB
ASX:HUBCapital Markets

Assessing HUB24’s Valuation After Strong Half Year Earnings And Higher Interim Dividend

Why HUB24’s latest earnings and dividend move matter HUB24 (ASX:HUB) has drawn investor attention after releasing half year results to 31 December 2025, reporting higher revenue, higher net income and a larger fully franked interim dividend declared for shareholders. See our latest analysis for HUB24. HUB24’s latest earnings and dividend update comes after a softer patch for the share price, with a 30 day share price return of 6.9% and a 90 day share price return of 7.18%. However, the 1 year...
ASX:IGO
ASX:IGOMetals and Mining

Is IGO’s (ASX:IGO) Greenbushes Reliance Offsetting Its Losses or Concentrating Its Risk?

IGO Limited reported half-year results to 31 December 2025 showing sales of A$194.1 million and a net loss of A$34.1 million, while also appointing experienced director Dean Jenkins to its Board on 18 February 2026. Despite the loss, IGO highlighted the high-margin performance of its 24.99% stake in the Greenbushes lithium operation as a core earnings pillar within its battery minerals portfolio. With this context, we’ll examine how IGO’s focus on Greenbushes’ high-margin lithium exposure...
ASX:ING
ASX:INGFood

Assessing Inghams Group (ASX:ING) Valuation After Weaker Half Year Earnings And Reduced Dividend

Inghams Group (ASX:ING) has drawn fresh attention after releasing half year 2025 results that showed a sharp drop in net income and earnings per share, alongside a reduced interim dividend. See our latest analysis for Inghams Group. The half year 2025 earnings announcement and reduced interim dividend appear to have weighed on sentiment, with a 7 day share price return of a 14.75% decline and a year to date share price return of a 17.46% decline. The 1 year total shareholder return is a...
ASX:ARG
ASX:ARGCapital Markets

Does Argo (ASX:ARG) Trading Below Pre‑Tax NTA Recast Its Long‑Term, Dividend‑Focused Narrative?

Earlier this year, Argo Investments reported an estimated pre-tax net tangible asset (NTA) of A$10.63 per share, compared with its then-current share price of A$9.06, underscoring the difference between its asset backing and market valuation. The update also highlighted Argo’s diversified, low-cost and debt-free listed investment company structure, alongside its emphasis on transparent portfolio reporting and a long-term, dividend-focused approach. Against this backdrop, we will explore how...
ASX:GGP
ASX:GGPMetals and Mining

Assessing Greatland Resources (ASX:GGP) Valuation After Profit Surge And Havieron Project Progress

Earnings shock and project progress put Greatland Resources (ASX:GGP) in focus Greatland Resources (ASX:GGP) has drawn fresh attention after reporting half year sales of A$977.34 million and net income of A$342.93 million, alongside feasibility progress and funding for its Havieron gold copper project. See our latest analysis for Greatland Resources. The latest half year earnings and Havieron progress have come alongside strong recent momentum, with a 9.11% 7 day share price return and an...
ASX:COH
ASX:COHMedical Equipment

Assessing Cochlear (ASX:COH) Valuation After Softer Half Year Results And Steady Interim Dividend

Cochlear (ASX:COH) has drawn fresh attention after reporting half year 2025 earnings that showed lower sales and net income than a year earlier, while keeping its interim dividend and payout ratio consistent. See our latest analysis for Cochlear. At around A$197.0 per share, Cochlear’s 1 day share price return of 2.07% sits against a 30 day share price decline of 28.03% and a 1 year total shareholder return decline of 24.66%, suggesting recent earnings and dividend news are being weighed...
ASX:WAF
ASX:WAFMetals and Mining

Assessing West African Resources’ Valuation As Burkina Faso Weighs A Larger Kiaka Project Stake

Government stake talks and why they matter for West African Resources West African Resources (ASX:WAF) is in constructive talks with the Burkina Faso government about a potential additional 25% state stake in the Kiaka Gold Project, while Kiaka and Sanbrado operations reportedly continue without disruption. See our latest analysis for West African Resources. The government stake discussions come after a strong run in West African Resources' shares, with a 90 day share price return of 31.37%...
ASX:EMR
ASX:EMRMetals and Mining

Why Emerald Resources (ASX:EMR) Is Up 10.1% After Strong H1 FY25 Results and New COO Appointment

Emerald Resources NL recently reported half-year 2025 results showing A$257.04 million in sales and A$73.12 million in net income, and appointed experienced mining engineer Josh Redmond as Group Chief Operating Officer effective 24 February 2026. Redmond’s expanded remit across Okvau, Dingo Range and Memot aligns with the company’s declared transformational growth phase and the planned ramp-up of multiple 100%-owned gold projects in Western Australia and Cambodia. We’ll now examine how the...
ASX:INA
ASX:INAResidential REITs

Is It Time To Reassess Ingenia Communities Group (ASX:INA) After Recent Share Price Weakness

If you are wondering whether Ingenia Communities Group is starting to look attractively priced, the recent share performance gives you a clear reason to take a closer look at what you are actually paying for. The stock last closed at A$4.44, with returns of a 3.5% decline over 7 days, a 10.5% decline over 30 days, a 14.6% decline year to date and a 19.1% decline over 1 year, while the 3 year return sits at 23.6% and the 5 year return at a 1.3% decline. Recent coverage around Ingenia has...
ASX:MPL
ASX:MPLInsurance

A Look At Medibank Private’s Valuation As Earnings Soften But The Interim Dividend Rises

Why Medibank’s latest dividend move matters Medibank Private (ASX:MPL) just reported softer half year earnings, with net income and earnings per share below the prior period, yet the board lifted the fully franked interim dividend by 6.4%. For investors, that mix of weaker profit and a higher payout raises important questions about how Medibank is balancing capital returns, business investment and its outlook for cash generation over time. See our latest analysis for Medibank Private. At a...
ASX:GDG
ASX:GDGInsurance

Does Generation Development Group’s (ASX:GDG) Steady Dividend Signal Quiet Strength In Its Capital Allocation Strategy?

Generation Development Group Limited reported half-year results for the period ended December 31, 2025, with net income of A$6.85 million and basic earnings per share from continuing operations of A$0.0172, and declared an ordinary fully franked dividend of A$0.01 per share payable on April 1, 2026. Despite a sharp year-on-year fall in net income from A$78.88 million, the company’s decision to maintain a fully franked dividend suggests confidence in its cash generation and balance sheet...
ASX:DOW
ASX:DOWCommercial Services

A Look At Downer EDI (ASX:DOW) Valuation After Earnings Guidance Dividend Increase And Share Buy Back

Downer EDI (ASX:DOW) has attracted fresh attention after releasing its half year 2025 results, issuing new 2026 earnings guidance, declaring a higher fully franked interim dividend, and confirming progress on its on market share buy back. See our latest analysis for Downer EDI. The recent earnings update, higher interim dividend and progress on the buy back have coincided with a 7 day share price return of 10.09% and a year to date share price return of 6.64%, while the 1 year total...
ASX:EZL
ASX:EZLCapital Markets

Euroz Hartleys Group (ASX:EZL) Margin Uplift To 14.7% Tests Earnings Quality Concerns

Euroz Hartleys Group (ASX:EZL) has put out its H1 2026 scorecard, with investors weighing A$44.8 million in second half 2025 revenue, basic EPS of A$0.0256 and trailing twelve month revenue of A$121.6 million alongside basic EPS of A$0.1144. The business has seen revenue move from A$49.4 million in H2 2024 to A$52.9 million in H1 2025 and then A$44.8 million in H2 2025, while net income over those halves shifted from A$4.4 million to A$6.3 million to A$4.0 million. Trailing net margin sits at...
ASX:CHC
ASX:CHCREITs

Why Charter Hall Group (ASX:CHC) Is Down 8.9% After Lifting FY26 Guidance And Board Strengthening

Charter Hall Group has reported stronger half-year results for the period to 31 December 2025 and, on 18 February 2026, issued fiscal 2026 guidance targeting 100.0 cents per security in post-tax operating earnings and 6% distribution growth, while also appointing experienced property executive Darren Steinberg as an independent non-executive director effective 25 February 2026. The combination of higher net income and earnings per share, alongside ambitious earnings guidance that excludes...
ASX:REA
ASX:REAInteractive Media and Services

REA Group’s Valuation After Launching A$200 Million Buy Back And Announcing Interim Dividend

REA Group (ASX:REA) has kicked off its A$200 million on market buy back and started reporting daily share repurchases, alongside announcing a fully franked interim dividend that puts capital returns firmly in focus for shareholders. See our latest analysis for REA Group. REA Group’s A$155.68 share price comes after a recent 1 day share price return of 1.82%, following a 30 day share price return decline of 16.81% and a 1 year total shareholder return decline of 32.90%. This suggests recent...
ASX:CVC
ASX:CVCCapital Markets

CVC (ASX:CVC) H1 2026 Revenue Collapse Tests Bullish Diversification Narrative

CVC (ASX:CVC) has opened H1 2026 with total revenue of A$2.5 million, a basic EPS loss of A$0.0577 and a net income loss excluding extra items of A$6.7 million, setting a cautious tone around profitability at a current share price of A$2.13. Over recent halves, the company has seen revenue move from A$10.7 million and A$21.4 million in H1 and H2 2025 respectively, alongside basic EPS of A$0.0184 in H2 2025 and earlier losses of A$0.0137 and A$0.0577 per share. This provides a clear view of...
ASX:DMP
ASX:DMPHospitality

A Look At Domino’s Pizza Enterprises (ASX:DMP) Valuation After Profit Recovery Dividend And Board Appointment

Domino's Pizza Enterprises (ASX:DMP) has drawn fresh attention after returning to net profit in its latest half-year results, announcing an A$0.25 per share dividend and adding experienced restaurant executive Drew O’Malley to its board. See our latest analysis for Domino's Pizza Enterprises. Despite the return to profit, the dividend announcement and the appointment of Drew O’Malley to the board, market sentiment has been weak, with a 30 day share price return of a 20.86% decline and a 1...
ASX:KSC
ASX:KSCLogistics

K&S (ASX:KSC) Margin Compression Challenges Bullish Earnings Growth Narrative

K&S (ASX:KSC) has opened H1 2026 reporting season with A$354.2 million in revenue and basic EPS of A$0.099, setting the tone for investors who are tracking how its earnings profile is holding up. The company has seen revenue move from A$395.2 million in H2 2024 to A$390.6 million in H1 2025 and then A$354.2 million in H2 2025, while basic EPS shifted from A$0.105 to A$0.114 and then A$0.099 over the same halves, leaving the latest numbers framed by a trailing 12 month net profit margin of...
ASX:TLX
ASX:TLXBiotechs

How Investors Are Reacting To Telix Pharmaceuticals (ASX:TLX) 2026 Guidance, Shelf Filing And Glioma Push

In February 2026, Telix Pharmaceuticals reported full-year 2025 sales of US$803.79 million alongside a small net loss of US$7.13 million, issued group revenue guidance of US$950 million to US$970 million for 2026, filed a shelf registration for its American Depositary Shares, and submitted a European marketing authorization application for its glioma imaging candidate TLX101-Px. A key implication of these updates is that Telix is coupling higher revenue ambitions and potential...
ASX:BEN
ASX:BENBanks

Does BEN’s Higher Earnings and A$0.30 Dividend Payout Recast the Capital Story for ASX:BEN?

Bendigo and Adelaide Bank has released its half-year results for the period ended 31 December 2025, reporting net interest income of A$859.1 million and net income of A$230.6 million, alongside basic earnings per share from continuing operations of A$0.408. The board also confirmed an ordinary dividend of A$0.30 per share, signalling management’s willingness to continue returning capital to shareholders while earnings edge higher. Next, we will examine how the affirmed A$0.30 dividend and...
ASX:PLS
ASX:PLSMetals and Mining

PLS Group (ASX:PLS) Is Up 9.7% After Cash-Funded Lithium Expansion Push - Has The Bull Case Changed?

In February 2026, PLS Group Limited reported that half-year sales to December 31, 2025 rose to A$624.21 million and net income improved to A$32.82 million, alongside higher lithium production of 432.8 Kt. At the same time, PLS Group moved to lift future output and strengthen market access by restarting its Ngungaju plant, signing a major two-year spodumene offtake deal with Canmax Technologies that includes a US$100 million interest-free prepayment, and agreeing to buy Calix’s stake in a...
ASX:TWE
ASX:TWEBeverage

Does Interim Loss And Dividend Suspension Change The Bull Case For Treasury Wine (ASX:TWE)?

Treasury Wine Estates Limited recently reported half-year 2025 results showing sales of A$1,309.6 million and a net loss of A$649.4 million, reversing from a profit a year earlier. Alongside this loss, the Board suspended the interim dividend for the period, underscoring heightened pressure on cash flows and capital allocation priorities. We’ll now examine how this interim net loss and dividend suspension reshape Treasury Wine Estates’ pre-existing investment narrative and risk...
ASX:BSL
ASX:BSLMetals and Mining

Assessing BlueScope Steel’s Valuation After Strong Half Year Results And Higher Interim Dividend

Why BlueScope Steel’s latest earnings and dividend move matter now BlueScope Steel (ASX:BSL) has put fresh numbers on the table, with higher half year sales, a large jump in net income and an increased interim dividend that together reset the conversation around the stock. See our latest analysis for BlueScope Steel. Despite a softer patch recently, with a 30 day share price return of 6.9% and a 7 day share price return of 1.3% in the red, BlueScope Steel’s A$28.37 share price still sits on...