Australian Hospitality Stock News

ASX:FWD
ASX:FWDConsumer Durables

Fleetwood (ASX:FWD) Is Down 19.8% After Dividend Cut And Buyback Plan – Has The Bull Case Changed?

Fleetwood Limited (ASX:FWD) recently reported half-year results showing lower revenue but higher net profit, cut its interim fully franked dividend to A$0.095 per share, and announced a 12‑month on‑market buyback of up to A$5 million in shares following the sale of Northern RV’s operations. The company also appointed Andrea Pidcock as CEO, while strong Community Solutions earnings, an improved RV Solutions contribution, and a growing Building Solutions order book contrasted with weaker cash...
ASX:MGR
ASX:MGRREITs

Assessing Mirvac Group’s Valuation After Strong Half-Year Results And Reaffirmed Guidance

Mirvac Group (ASX:MGR) has been in focus after releasing half year results that included higher revenue and net income compared with a year earlier, alongside reaffirmed earnings and distribution guidance for fiscal 2026. See our latest analysis for Mirvac Group. At a latest share price of A$2.05, Mirvac’s recent momentum has been modest, with a 7 day share price return of 2.5% and a 30 day share price return of 3.54%. The 1 year total shareholder return of 3.42% sits alongside a softer 90...
ASX:ZIM
ASX:ZIMMetals and Mining

Zimplats Holdings H1 2026 Net Margin Rebound Tests Bearish Narratives

Zimplats Holdings (ASX:ZIM) has put a much stronger set of numbers on the table for H1 2026, with trailing twelve month revenue at about US$1.1 billion and Basic EPS of US$1.64. Net income over the same period was US$180.1 million and profitability moved to a net margin of 16.1%. Over recent halves the company has seen revenue move from US$394.3 million in H2 2024 to US$476.4 million in H2 2025, alongside Basic EPS shifting from US$0.16 to US$0.34. This sets the scene for investors to focus...
ASX:DOW
ASX:DOWCommercial Services

Downer EDI (ASX:DOW) Lifts Dividend and Completes Buy-back – What Is Its Capital Plan Signalling?

In February 2026, Downer EDI Limited reported half-year results showing lower revenue of A$4,860.7 million but higher net income of A$93.4 million, lifted its fully franked interim dividend to A$0.129 per share, confirmed FY26 NPATA guidance of A$295–315 million, and completed an on-market buy-back of 8,430,236 shares. Together with Macquarie Group ceasing to be a substantial shareholder, these capital management moves signal a renewed focus on earnings quality, shareholder distributions and...
ASX:CWY
ASX:CWYCommercial Services

Cleanaway Waste Management (ASX:CWY) Margin Compression Challenges Bullish Growth Narratives

Cleanaway Waste Management (ASX:CWY) has put fresh numbers on the table for H1 2026, anchored by trailing 12 month revenue of A$4.1b and basic EPS of A$0.0545, alongside half year figures that include A$1.9b of revenue and basic EPS of A$0.0375 in H2 2025 on net income of A$83.6m. The company has seen revenue move from A$1.9b with EPS of A$0.0374 in H2 2024 to A$1.9b with EPS of A$0.0375 in H2 2025, while H1 2025 delivered A$1.9b of revenue and EPS of A$0.0329, giving investors a clear view...
ASX:CMM
ASX:CMMMetals and Mining

Capricorn Metals (ASX:CMM) Margin Expansion To 35.9% Reinforces Bullish Community Narratives

Capricorn Metals (ASX:CMM) has put solid numbers on the table for H1 2026, with trailing 12 month revenue of A$646.7 million and basic EPS of A$0.54. The latest reported half year in 2025 showed revenue of A$312.4 million and basic EPS of A$0.25. The company has seen revenue move from A$181.7 million in H2 2024 to A$205.3 million in H1 2025 and A$312.4 million in H2 2025, alongside EPS shifting from A$0.09 to A$0.11 and then A$0.25 over the same periods. This progression gives investors a...
ASX:ATA
ASX:ATAIT

Atturra (ASX:ATA) Margin Compression In H1 2026 Tests Bullish Growth Narratives

Atturra (ASX:ATA) has put fresh numbers on the board for H1 2026, with total revenue of A$159.36 million and basic EPS of A$0.012872, alongside net income of A$4.89 million. The company has seen revenue move from A$132.30 million in H1 2024 to A$141.26 million in H1 2025 and A$159.36 million in H1 2026, while basic EPS over those periods shifted from A$0.022939 to A$0.013126 and A$0.012872 respectively. This gives investors a clearer view of how the top line and per share earnings are...
ASX:WDS
ASX:WDSOil and Gas

Assessing Woodside Energy Group’s Valuation After Record 2025 Output And Dividend Announcement

Woodside Energy Group (ASX:WDS) is back in focus after reporting record 2025 production of 198.8 million barrels of oil equivalent and declaring a US$0.59 per share dividend for the half year. See our latest analysis for Woodside Energy Group. The recent record production update and US$0.59 dividend come on the back of firm share price momentum, with a 30 day share price return of 13.33% and a year to date gain of 19.65% at A$28.31. Over longer periods, total shareholder returns are mixed,...
ASX:GMG
ASX:GMGIndustrial REITs

Did Goodman’s Rising Net Income but Softer EPS Just Shift Goodman Group’s (ASX:GMG) Investment Narrative?

Goodman Group recently went ex-dividend for a small A$0.0021 per security cash payout and, earlier in February, released half-year 2025 results showing sales of A$135.1 million, revenue of A$1.10 billion, and net income of A$824.7 million. The results highlight a complex picture: higher sales and net income but lower overall revenue and earnings per share, suggesting shifting profit drivers within the business. We’ll now examine how Goodman Group’s higher net income but softer earnings per...
ASX:FLT
ASX:FLTHospitality

A Look At Flight Centre Travel Group’s Valuation After Half Year Earnings And New Dividend Distribution

Why Flight Centre Travel Group is back in focus Flight Centre Travel Group (ASX:FLT) has landed back on investor watchlists after releasing half year earnings to December 31, 2025, alongside declaring a new A$0.12 per share distribution. See our latest analysis for Flight Centre Travel Group. The half year earnings release and new A$0.12 per share distribution arrive after a 17.41% 30 day share price return decline and a 17.75% 1 year total shareholder return decline, suggesting recent...
ASX:SUL
ASX:SULSpecialty Retail

Super Retail Group (ASX:SUL) Margin Compression Tests Bullish Earnings Growth Narrative

Super Retail Group (ASX:SUL) posts H1 2026 earnings with steady top line and lower half year EPS Super Retail Group (ASX:SUL) has reported H1 2026 revenue of A$2.2b and basic EPS of A$0.461, with same store sales growth of 2.5%, setting a measured tone for this earnings season update. Over recent halves, the company has seen revenue move from A$2.1b and EPS of A$0.575 in H1 2025 to A$2.0b and EPS of A$0.407 in H2 2025, before landing at A$2.2b and EPS of A$0.461 in H1 2026. This gives...
ASX:EVN
ASX:EVNMetals and Mining

Is Evolution Mining’s (ASX:EVN) Dividend Steadiness And Lithium Foray Quietly Recasting Its Risk Profile?

In recent trading, Evolution Mining reaffirmed its full-year gold and copper production guidance, maintained its all-in sustaining cost outlook, and confirmed a fully franked interim dividend with the ex-dividend date having passed on March 3. Alongside these gold-focused developments, new assay results from its Nevada North Lithium joint venture with Surge Battery Metals highlight Evolution’s involvement in lithium exploration as part of its broader resource portfolio. We’ll now examine...
ASX:GNP
ASX:GNPConstruction

Will Stronger Half-Year Earnings And A Fully Franked Dividend Change GenusPlus Group's (ASX:GNP) Narrative

GenusPlus Group Ltd has reported past half-year results to December 31, 2025, with sales of A$535.42 million and net income of A$24.88 million, and declared a fully franked ordinary dividend of A$0.02 per share payable on April 24, 2026. The combination of sharply higher revenue and earnings alongside a fully franked dividend suggests management is emphasizing both business momentum and direct cash returns to shareholders. With stronger half-year earnings and a fully franked dividend now on...
ASX:GQG
ASX:GQGCapital Markets

GQG Partners (ASX:GQG) Valuation After Investigative AI Chip Demand Findings

Journalist style research into AI chip demand GQG Partners (ASX:GQG) has drawn attention after hiring former investigative journalists to check real world demand for AI chips, uncovering discounted Nvidia GPUs with quick delivery despite widely discussed shortage concerns. See our latest analysis for GQG Partners. The journalist-style research sits alongside a strong short-term run, with a 1 month share price return of 14.69% and a 7 day gain of 6.38%, while the 1 year total shareholder...
ASX:JIN
ASX:JINHospitality

A Look At Jumbo Interactive (ASX:JIN) Valuation After Guidance Upgrade And Capital Return Updates

Jumbo Interactive (ASX:JIN) is back in focus after releasing its half year 2025 numbers, upgrading full year guidance, confirming a fully franked interim dividend and continuing its share buyback program. See our latest analysis for Jumbo Interactive. Despite the upgraded guidance, interim dividend and ongoing buyback, Jumbo Interactive’s recent share price momentum has been soft, with a 30 day share price return of 6.1% and a 1 year total shareholder return decline of 12.75%, suggesting...
ASX:TWE
ASX:TWEBeverage

A Look At Treasury Wine Estates (ASX:TWE) Valuation After Net Loss And Interim Dividend Suspension

Treasury Wine Estates (ASX:TWE) has drawn fresh attention after reporting a half year net loss of A$649.4 million and suspending its interim dividend for the period ended 31 December 2025. See our latest analysis for Treasury Wine Estates. The results release and dividend suspension appear to have weighed on sentiment, with a 30 day share price return of 13.85% decline and a 1 year total shareholder return of 56.56% loss pointing to fading momentum. If this update has you rethinking where you...
ASX:MSB
ASX:MSBBiotechs

Why Mesoblast (ASX:MSB) Is Down 7.1% After Issuing First Detailed Ryoncil Revenue Guidance

Mesoblast Limited recently reported half-year 2025 results, with revenue rising to US$51.34 million and net loss and loss per share both narrowing, and subsequently issued fiscal 2026 guidance calling for US$110 million to US$120 million in Ryoncil net revenue. This combination of sharply higher reported revenue and the first detailed full-year outlook for Ryoncil offers investors a clearer view of Mesoblast’s early commercial trajectory and cost profile. We’ll now examine how Mesoblast’s...
ASX:MAF
ASX:MAFCapital Markets

How Investors Are Reacting To MA Financial Group (ASX:MAF) Earnings Slump But Unchanged Dividend

MA Financial Group Limited recently reported full-year 2025 results showing net income of A$10.39 million and basic earnings per share of A$0.062, and also confirmed a full-year cash dividend of A$0.14 per share with an ex-dividend date of February 24, 2026. The sharp reduction in net income and earnings per share compared with the prior year contrasts with the maintained dividend, raising questions about how the company is balancing shareholder returns with its earnings profile. We’ll now...
ASX:TEA
ASX:TEAConstruction

Tasmea’s Revenue Surge and Softer Profits Might Change The Case For Investing In Tasmea (ASX:TEA)

Tasmea Limited has reported past half-year results to 31 December 2025, with sales of A$400.5 million versus A$246.65 million a year earlier, and net income of A$22.3 million compared with A$27.81 million, alongside basic earnings per share of A$0.0888. Despite lower profit and earnings per share, Tasmea declared a fully franked interim dividend of A$0.06 per share, which may signal management’s confidence in the company’s cash generation. We’ll now look at how Tasmea’s strong revenue growth...
ASX:COL
ASX:COLConsumer Retailing

Coles Group (ASX:COL) Valuation Check After Mixed Half Year Results And Interim Dividend

Coles Group (ASX:COL) has put fresh numbers on the table, pairing its half year earnings release with a fully franked interim dividend. This mix gives investors new data on both performance and cash returns. See our latest analysis for Coles Group. The share price reaction around the earnings and dividend news has been weak, with a 1 day share price return of a 7.35% decline and a 90 day share price return of a 7.89% decline, even though the 1 year total shareholder return is 6.28% and the 5...
ASX:AUB
ASX:AUBInsurance

Should AUB’s Upgraded FY26 Earnings Guidance and Dividend Lift Require Action From AUB Group (ASX:AUB) Investors?

AUB Group Limited reported past half-year 2025 results showing higher sales of A$534.83 million and net income of A$35.28 million, lifted its fully franked interim dividend to A$0.27 per share, upgraded FY26 underlying NPAT guidance to A$220–230 million, confirmed ongoing acquisition plans, and permanently appointed Nick Dryden as CFO from February 24, 2026. These updates highlight AUB’s focus on earnings-accretive acquisitions, capital discipline, and AI-enabled productivity gains, while...
ASX:YAL
ASX:YALOil and Gas

Yancoal Australia (ASX:YAL) Margin Drop To 7.3% Challenges Cash Cow Narrative

Yancoal Australia (ASX:YAL) has wrapped up FY 2025 with second half revenue of A$3.3b and basic EPS of A$0.21, following first half revenue of A$2.7b and EPS of A$0.12. This compares with the prior second half in FY 2024, which delivered A$3.7b in revenue and EPS of A$0.60. Over the last three reported halves, the company has seen revenue move from A$3.7b in FY 2024 H2 to A$2.7b in FY 2025 H1 and then A$3.3b in FY 2025 H2, while EPS tracked from A$0.60 to A$0.12 and then A$0.21. This sequence...
ASX:TAH
ASX:TAHHospitality

A Look At Tabcorp Holdings (ASX:TAH) Valuation After Its Higher Interim Dividend And Recent Shareholder Returns

Tabcorp Holdings (ASX:TAH) has put income in focus, pairing its half year 2025 earnings release with a 50% higher interim unfranked dividend of 1.5 cents per share compared with 1.0 cent previously. See our latest analysis for Tabcorp Holdings. The earnings and dividend news comes after a strong run, with a 7 day share price return of 20.9% and a 1 year total shareholder return of 52.26% at a share price of A$1.07. That recent jump suggests investors are reacting to the higher cash payout,...
ASX:MFG
ASX:MFGCapital Markets

Is Magellan (ASX:MFG) Prioritising Shareholder Rewards Over Resilience With Higher Dividends Amid Softer Earnings?

Magellan Financial Group recently reported half-year results to 31 December 2025 showing revenue of A$121.05 million and net profit of A$68.94 million, while completing a buyback of 18,035,473 shares for A$165.16 million and declaring a cash dividend of A$0.395 per share payable in March 2026. Despite lower earnings than the prior year, the company lifted its interim dividend and continued sizable capital returns via buybacks, highlighting management’s current capital allocation priorities...