Australian REITS Stock News

ASX:MAD
ASX:MADCommercial Services

Reaffirmed A$1 Billion Revenue Guidance Might Change The Case For Investing In Mader Group (ASX:MAD)

Mader Group Limited reported past half-year results to 31 December 2025 with sales of A$485.2 million and net income of A$30.48 million, while not declaring a dividend for the period. The company also reaffirmed its fiscal 2026 guidance for at least A$1 billion in revenue and A$65 million in NPAT, underlining management’s confidence in its current trajectory. We’ll now examine how reaffirming at least A$1 billion in revenue and A$65 million NPAT guidance could reshape Mader Group’s...
ASX:QUB
ASX:QUBInfrastructure

Should Qube’s Higher Fully Franked Interim Dividend Shift Earnings Expectations For Qube Holdings (ASX:QUB) Investors?

Qube Holdings reported past-half-year results to 31 December 2025 showing higher sales of A$2,177.7 million and net income of A$212.6 million, and declared a fully franked interim dividend of A$0.0535 per share payable on 9 April 2026, with an ex-dividend date of 3 March 2026. The board lifted the interim dividend by around 30.5% versus the prior period, implying a 60% payout of first-half underlying EPSA and signalling confidence backed by guidance for underlying NPATA and EPSA to be...
ASX:CDA
ASX:CDAElectronic

A Look At Codan’s Valuation After Strong Half Year Results And CFO Succession Update

Codan (ASX:CDA) has drawn fresh attention after reporting half year sales of A$393.51m and net income of A$71.17m, announcing a higher dividend of A$0.195 per share, and outlining upcoming CFO succession plans. See our latest analysis for Codan. The earnings beat, higher dividend and CFO succession update have arrived alongside a 1-day share price return of 1.21% and a 7-day share price return of 8.64%. The 90-day share price return of 22.69% and very large 3-year total shareholder return of...
ASX:ELS
ASX:ELSElectronic

Elsight (ASX:ELS) Is Up 32.2% After Expanding Defense Leadership For Halo Platform Growth Narrative

In March 2026, Elsight expanded its global defense and government footprint by appointing five senior business development leaders across U.S., NATO, European and APAC markets to support rising demand for its Halo connectivity platform. This hiring push, coming shortly after Elsight’s swing from a US$3.87 million net loss to a US$7.48 million net profit in 2025, highlights management’s intent to build out long-term program support and deepen access to allied defense customers. We’ll now...
ASX:CBA
ASX:CBABanks

Assessing Commonwealth Bank of Australia’s Valuation After AI Powered Mastercard Agent Pay Milestone

AI powered payments put CBA in focus Australia’s first Mastercard Agent Pay transactions, completed in January using a Commonwealth Bank of Australia (ASX:CBA) issued debit card, put the bank’s role in AI driven, security focused payments firmly on the radar for shareholders. See our latest analysis for Commonwealth Bank of Australia. At a share price of A$173.98, Commonwealth Bank of Australia has paired its AI payments milestone with a 16.48% 1 month share price return and a 13.48% 1 year...
ASX:BXB
ASX:BXBCommercial Services

Assessing Whether Brambles (ASX:BXB) Still Looks Fairly Valued After Strong Half Year And Higher Dividend

Brambles (ASX:BXB) has drawn fresh attention after reporting half year results, setting a higher ordinary dividend of US$0.23 per share, and slightly trimming sales revenue growth guidance for the 2026 fiscal year. See our latest analysis for Brambles. The latest half year earnings, higher dividend and slightly lower sales growth guidance sit against a share price of A$25.00, with a 30 day share price return of 11.61% and a 1 year total shareholder return of 21.76%. The 5 year total...
ASX:MP1
ASX:MP1IT

Is Megaport (ASX:MP1) Trading Profit for Scale After Its Upgraded 2026 Revenue Guidance?

In February 2026, Megaport Limited updated its fiscal 2026 consolidated group revenue guidance to A$302 million–A$317 million and reported half‑year 2025 sales of A$134.86 million alongside a net loss of A$19.07 million and basic loss per share of A$0.12. The combination of higher revenue guidance for the core Megaport Network business and a return to loss-making results highlights the tension between growth investment and near-term profitability. We’ll now examine how Megaport’s upgraded...
ASX:NSR
ASX:NSRSpecialized REITs

Is It Too Late To Consider National Storage REIT (ASX:NSR) After Its 36% One-Year Run?

If you are wondering whether National Storage REIT is still good value after its recent run, this article will walk through what the current price might be implying. The stock last closed at A$2.78, with returns of 0.0% over 7 days, 0.7% over 30 days, 1.5% year to date, 36.0% over 1 year, 29.4% over 3 years, and 89.1% over 5 years. Recent coverage has focused on National Storage REIT as an established player in the Australian self storage sector. Investors have been paying close attention to...
ASX:GGP
ASX:GGPMetals and Mining

How Surging Half‑Year Earnings At Greatland Resources (ASX:GGP) Has Changed Its Investment Story

Greatland Resources Limited reported past half-year results to December 31, 2025, with sales rising to A$977.34 million and net income to A$342.93 million, alongside sharply higher basic and diluted earnings per share from continuing operations. The very large increase in revenue and profit over the prior year highlights how quickly Greatland’s operating profile has shifted as its projects mature. Building on this surge in half-year earnings, we’ll explore how Greatland’s sharply higher...
ASX:NWH
ASX:NWHConstruction

Assessing NRW Holdings (ASX:NWH) Valuation After Strong Earnings, Higher Dividend And Updated Revenue Guidance

NRW Holdings (ASX:NWH) is back in focus after releasing half year 2025 results, updating full year 2026 revenue guidance to A$4.1b to A$4.2b, and declaring a fully franked A$0.085 dividend per share. See our latest analysis for NRW Holdings. The recent earnings update, higher dividend and fresh A$4.1b to A$4.2b revenue guidance have coincided with strong momentum, with an approximate 25.1% 1 month share price return and a very large 1 year total shareholder return of about 139.5%. If NRW’s...
ASX:BRE
ASX:BREMetals and Mining

A Look At Brazilian Rare Earths’ Valuation After Major Monte Alto Drilling Results Expand Project Potential

Brazilian Rare Earths (ASX:BRE) has presented fresh drilling results from its Monte Alto project in Bahia, Brazil to investors, with new assays outlining ultra high grade rare earth and critical mineral zones. See our latest analysis for Brazilian Rare Earths. These Monte Alto results arrive at a time when interest in the stock is already high. The 30 day share price return is 46.84% and the 1 year total shareholder return is 234.13% from a latest share price of A$5.58. This points to strong...
ASX:RMS
ASX:RMSMetals and Mining

Ramelius Resources (ASX:RMS) Is Down 7.4% After Swinging To Loss But Lifting Debt Capacity And Dividend – Has The Bull Case Changed?

In February 2026, Ramelius Resources Limited reported a half-year net loss of A$11.72 million on sales of A$485.63 million, announced a A$0.03 per share interim dividend, and replaced its A$175 million revolving corporate facility with an undrawn A$500 million facility maturing in March 2031. The combination of reduced gold production, a move into loss-making territory, and a much larger but unused debt facility highlights how Ramelius is leaning on balance sheet flexibility and capital...
ASX:NST
ASX:NSTMetals and Mining

Is Northern Star’s Conference Focus on Growth Projects Reframing Its Capital Priorities Narrative (ASX:NST)?

On 23 February 2026, Northern Star Resources Limited presented at the 35th BMO Global Metals, Mining & Critical Minerals Conference in Hollywood, Florida, providing investors and industry participants with fresh commentary on its operations and growth projects. This appearance at a high-profile sector forum gave Northern Star a platform to reinforce its long-term gold production plans and capital project priorities directly to a concentrated audience of global resource investors. Next, we’ll...
ASX:YAL
ASX:YALOil and Gas

Does Yancoal Australia’s (ASX:YAL) Higher Volumes But Lower Profit Reveal Its True Capital Priorities?

Yancoal Australia reported its full-year 2025 results, showing higher coal production and saleable output but lower sales of A$5,949 million and net income of A$440 million compared with the prior year, alongside declaring a final dividend of A$0.1220 per share to be paid on 15 April 2026. This combination of stronger volumes but weaker earnings, together with a cash dividend commitment, highlights how operational performance and capital returns are pulling in different directions for the...
ASX:DBI
ASX:DBIInfrastructure

A Look At Dalrymple Bay Infrastructure's Valuation After FY25 Results And Higher Distribution Guidance

Dalrymple Bay Infrastructure (ASX:DBI) is back in focus after releasing its full year 2025 results and at the same time lifting distribution guidance, with a fresh A$0.0675 per security payout now declared. See our latest analysis for Dalrymple Bay Infrastructure. Despite the higher distribution guidance grabbing headlines, DBI’s 1-day share price return of a 1.57% decline and 7-day share price return of a 7.73% decline suggest some investors are reassessing risk, even as its 1-year total...
ASX:EQR
ASX:EQRMetals and Mining

Evaluating EQ Resources (ASX:EQR) Valuation After Strong Momentum And Mt Carbine Update Anticipation

Why EQ Resources is on watch today EQ Resources (ASX:EQR) is drawing fresh attention after strong technical momentum, heavy trading volumes and new share quotations on the ASX, all ahead of its upcoming earnings and Mt Carbine operational updates. See our latest analysis for EQ Resources. After featuring in technical scans and trading around A$0.325, EQ Resources has posted a 75.68% 30 day share price return, alongside a roughly 4x 90 day gain and a very large 1 year total shareholder return...
ASX:NWL
ASX:NWLCapital Markets

A Look At Netwealth Group’s Valuation After Mixed Half Year Results And Higher Interim Dividend

Earnings and dividend headlines investors are watching Netwealth Group (ASX:NWL) has released half year results to 31 December 2025, reporting higher revenue alongside a move to a net loss and a 20% increase in its fully franked interim dividend. See our latest analysis for Netwealth Group. At a share price of A$24.51, Netwealth Group has a 90 day share price return of 10.51% and a 1 year total shareholder return decline of 16.17%. The 3 year total shareholder return of 82.57% points to much...
ASX:INA
ASX:INAResidential REITs

What Ingenia Communities Group (ASX:INA)'s Higher EBIT Guidance and Lower Dividend Means For Shareholders

Ingenia Communities Group recently reported past half-year results to 31 December 2025, with revenue of A$257.28 million and net income of A$97.39 million, alongside a reduced ordinary dividend of A$0.048 per share payable on 26 March 2026. At the same time, the company indicated it is tracking toward the top end of its FY26 EBIT guidance range of A$180.5 million to A$188.7 million, signalling operational momentum even as it trims its latest dividend payout. We’ll now examine how Ingenia’s...
ASX:PRU
ASX:PRUMetals and Mining

A Look At Perseus Mining (ASX:PRU) Valuation As Half Year Earnings And Dividend Increase Are Announced

Perseus Mining (ASX:PRU) has put fresh numbers on the table, reporting half year earnings and declaring an ordinary dividend of A$0.05 per share for the six months to December 31, 2025. See our latest analysis for Perseus Mining. At a share price of A$6.07, Perseus Mining has seen a 9.17% 90 day share price return and a very large 5 year total shareholder return. This suggests momentum that these fresh earnings and dividend details may influence, as investors reassess growth prospects and...
ASX:SCG
ASX:SCGRetail REITs

Assessing Scentre Group’s Valuation After Strong 2025 Results And Higher 2026 Distribution Guidance

Scentre Group (ASX:SCG) has drawn investor attention after releasing full year 2025 results alongside 2026 distribution guidance, pairing higher reported earnings with an outlined 4.0% uplift in forecast distributions to 18.43 cents per security. See our latest analysis for Scentre Group. Despite the upbeat 2025 results and 2026 distribution guidance, Scentre Group’s recent share price performance has cooled, with a 30 day share price return of 7.35% and a 90 day return of 9.79% alongside a...
ASX:FMG
ASX:FMGMetals and Mining

Is It Time To Reassess Fortescue (ASX:FMG) After Recent Share Price Weakness

If you are wondering whether Fortescue is priced attractively right now, the key question is how its current share price compares with a fair value estimate. The share price closed at A$19.58, with a 3.1% decline over the last 7 days, a 6.8% decline over the last 30 days, an 11.6% decline year to date, but a 28.9% gain over 1 year, a 9.6% gain over 3 years and a 44.5% gain over 5 years. This presents a mixed picture of short-term volatility and longer-term strength. Recent news around...
ASX:GMD
ASX:GMDMetals and Mining

Assessing Genesis Minerals (ASX:GMD) Valuation After Strong Half Year Results And Maintained Guidance

Why Genesis Minerals’ latest production and earnings update matters Genesis Minerals (ASX:GMD) has drawn fresh attention after releasing half year production and earnings numbers, alongside confirming its 2026 gold output guidance. Together, these updates give investors new data on both current operations and near term expectations. See our latest analysis for Genesis Minerals. The confirmation of 2026 production guidance and the stronger half year sales and earnings come after a period of...
ASX:ASL
ASX:ASLMetals and Mining

Assessing Andean Silver’s Valuation After PDAC Cerro Bayo Update And Strong Multi Year Share Returns

Andean Silver (ASX:ASL) has drawn fresh attention after presenting at the PDAC Conference 2026 in Toronto, where management focused on progress at its Cerro Bayo silver gold project in southern Chile. See our latest analysis for Andean Silver. That increased visibility at PDAC comes after a strong run in Andean Silver’s shares, with a 7 day share price return of 14.02% and a 90 day share price return of 16.75%, while the 1 year total shareholder return sits around 7x and the 3 year total...
ASX:BOE
ASX:BOEOil and Gas

Boss Energy (ASX:BOE) Is Up 17.6% After Stronger Sales And Narrower Losses - Has The Bull Case Changed?

Boss Energy Limited has reported half-year results to December 31, 2025, with sales of A$81.82 million up from A$47.79 million a year earlier, and a reduced net loss of A$7.92 million versus A$9.5 million previously. The combination of higher sales and a smaller loss suggests that recent operational efforts may be improving the company’s underlying performance, even though it remains loss-making. We’ll now examine how Boss Energy’s stronger half-year sales performance and reduced loss might...