Australian REITS Stock News

ASX:ALK
ASX:ALKMetals and Mining

A Look At Alkane Resources (ASX:ALK) Valuation After Half Year 2025 Results And 2026 Production Guidance

Alkane Resources (ASX:ALK) is back in focus after releasing half year 2025 results alongside fresh 2026 production guidance, combining stronger reported sales, higher net income and clearer expectations for gold and antimony output. See our latest analysis for Alkane Resources. Those stronger half year numbers and fresh 2026 production guidance arrive after a sharp shift in sentiment, with the share price at A$1.68 and a 90 day share price return of 86.67%. This has fed into a very large 1...
ASX:APA
ASX:APAGas Utilities

Should APA’s Earnings Uptick and A$480m Grid Expansion Require Action From APA Group (ASX:APA) Investors?

APA Group recently reported half-year 2025 results showing sales of A$1,599 million and net income of A$81 million, with basic earnings per share from continuing operations at A$0.073. Alongside earnings growth, APA is pushing ahead with a A$480 million Stage 3 expansion of its East Coast Gas Grid, aiming to lift pipeline capacity and reinforce its role in Australia’s energy infrastructure. Now we’ll explore how APA’s earnings improvement and A$480 million East Coast Gas Grid expansion...
ASX:LOV
ASX:LOVSpecialty Retail

Assessing Lovisa Holdings (ASX:LOV) Valuation After Half Year Earnings Reveal Higher Sales And Net Income

Lovisa earnings spark fresh look at recent share performance Lovisa Holdings (ASX:LOV) has just released half year results, with sales of A$500.65 million and net income of A$58.39 million. This has drawn fresh attention to a share price that has retreated in recent months. See our latest analysis for Lovisa Holdings. The earnings release comes after a soft patch for the shares, with a 1 day share price return of 12.8% decline and a 30 day share price return of 12.91% decline, while the 5...
ASX:NHF
ASX:NHFInsurance

How nib’s 2026 Premium Reset At nib holdings (ASX:NHF) Has Changed Its Investment Story

nib holdings has recently announced adjustments to its 2026 health insurance premiums across Australian Residents Health Insurance and other segments, reflecting updated regulatory and market conditions. Because premiums are a core revenue lever, these changes may influence nib’s balance between growth, affordability, and claims cost control across its portfolio. We’ll now examine how these 2026 premium adjustments may affect nib holdings’ investment narrative, particularly around revenue...
ASX:FFM
ASX:FFMMetals and Mining

How Investors Are Reacting To FireFly Metals (ASX:FFM) Sharply Narrowing Its Half-Year Net Loss

FireFly Metals Ltd recently reported half-year results to December 31, 2025, reducing its net loss to A$727,000 from A$5.73 million and cutting basic loss per share from A$0.011 to A$0.0011 year-on-year. This sharp improvement in profitability metrics, while still loss-making, points to operational progress that may reshape how investors assess the company’s progress. We’ll now examine how FireFly Metals’ sharply reduced half-year loss might influence its investment narrative and future...
ASX:SGP
ASX:SGPREITs

How Investors Are Reacting To Stockland (ASX:SGP) Strong First-Half Profit And Steady 2026 Distribution Guidance

Stockland reported past half-year results to 31 December 2025 showing net income of A$292 million versus A$245 million a year earlier, alongside a declared interim distribution of A$0.09 per security paid on 27 February 2026 and board expectations for full-year 2026 distributions to match the prior year's A$0.252 per security. The combination of higher earnings per share from continuing operations and confidence in maintaining the total annual distribution highlights management’s focus on...
ASX:SFR
ASX:SFRMetals and Mining

How Sandfire’s Stronger Half-Year Profitability At Sandfire Resources (ASX:SFR) Has Changed Its Investment Story

Sandfire Resources Limited has released its half-year results for the period to 31 December 2025, reporting sales of US$672.07 million versus US$572.26 million a year earlier, with net income rising to US$97.06 million and basic earnings per share from continuing operations increasing to US$0.211. This combination of higher revenue and a near doubling of net income highlights a clear uplift in operating profitability over the past year. We’ll now examine how this stronger half-year...
ASX:GMG
ASX:GMGIndustrial REITs

Does Goodman’s Half-Year Profit Beat And Data Center Push Change The Bull Case For Goodman Group (ASX:GMG)?

Goodman Group has reported its half-year 2025 results, with sales rising to A$135.1 million while revenue softened to A$1.10 billion and net income edged up to A$824.7 million, alongside slightly lower earnings per share. Alongside these results, Goodman highlighted expanding logistics and data center partnerships, including multi-billion-dollar developments in Europe and the US, underlining the scale of its infrastructure ambitions. We’ll now examine how Goodman’s stronger-than-expected...
ASX:LYL
ASX:LYLConstruction

Lycopodium H1 2026 Margin Decline Challenges Bullish Earnings Growth Narrative

Latest Earnings Snapshot Lycopodium (ASX:LYL) has opened H1 2026 earnings season with a mixed recent track record. Trailing twelve month revenue sat around A$334.4 million with EPS of A$1.16, while the prior trailing period showed revenue of about A$333.9 million and EPS of A$1.06. Over the last few reported halves, the company has seen revenue move around the mid A$160 million range per half, with EPS stepping from A$0.52 in H2 2024 to A$0.64 in H1 2025 and A$0.43 in H2 2025. This has set up...
ASX:MSB
ASX:MSBBiotechs

Mesoblast (ASX:MSB) Valuation In Focus As Ryoncil Data And New Trial Plan Signal Clinical Momentum

Mesoblast (ASX:MSB) has presented new clinical data for Ryoncil to transplant specialists, reporting consistently high survival outcomes in steroid refractory acute graft versus host disease across multiple patient groups. See our latest analysis for Mesoblast. The latest Ryoncil data arrives after a mixed price run, with Mesoblast’s 90 day share price return of 4.76% contrasting with a 12.64% decline year to date and a three year total shareholder return of 164.49%. This suggests long term...
ASX:WOW
ASX:WOWConsumer Retailing

Should Regulatory Scrutiny of Pricing and Legal Challenges Require Action From Woolworths Group (ASX:WOW) Investors?

In recent days, Woolworths Group has come under increased scrutiny ahead of its late-February half-year results, with attention on food retail performance, margin trends, operational upgrades, and ongoing legal challenges in Australia. This combination of operational efficiency initiatives, pricing scrutiny, and regulatory actions is shaping how investors reassess Woolworths’ role within the Australian retail sector. We’ll now examine how regulatory scrutiny over pricing claims and related...
ASX:NAB
ASX:NABBanks

NAB (ASX:NAB) Net Interest Margin Lift To 1.8% Tests Bullish Narratives

National Australia Bank (ASX:NAB) has kicked off Q1 2026 with a net interest margin of 1.8%, following a 2025 financial year where trailing twelve month revenue was A$20.0 billion and EPS was A$2.22. Over recent quarters, the bank has reported revenue in a range of A$4.90 billion to A$5.21 billion per quarter and quarterly EPS of around A$0.51 to A$0.57, giving investors a clearer view of how earnings are tracking into the new year. With a trailing net profit margin of 33.9%, this update puts...
ASX:SHA
ASX:SHAConstruction

SHAPE Australia H1 2026 Earnings Growth Reinforces Bullish Narratives Despite Thin 2.2% Margin

SHAPE Australia (ASX:SHA) has backed up its latest H1 2026 result with a solid recent track record, with H2 2025 revenue at A$477.9 million and basic EPS of A$0.14, alongside trailing twelve month revenue of A$956.9 million and EPS of A$0.26. The company has seen revenue move from A$423.7 million in H2 2024 to A$478.9 million in H1 2025 and A$477.9 million in H2 2025, while basic EPS has shifted from A$0.10 to A$0.11 and then A$0.14 over the same periods. This gives investors a clear view of...
ASX:CU6
ASX:CU6Pharmaceuticals

Why Clarity Pharmaceuticals (ASX:CU6) Is Up 14.5% After Standout Phase II PSMA Imaging Results

Clarity Pharmaceuticals recently announced that an abstract from its Co-PSMA Phase II investigator-initiated trial of 64Cu-SAR-bisPSMA has been accepted for oral presentation at the EAU Congress 2026, highlighting data from multiple studies including COBRA, PROPELLER and SECuRE. The trial results indicated that 64Cu-SAR-bisPSMA more than doubled the number of prostate cancer lesions detected per patient versus standard-of-care imaging, with management plans altered in 44% of participants...
ASX:HSN
ASX:HSNSoftware

Hansen Technologies (ASX:HSN) Margin Rebound To 11% Tests Bearish Earnings Narratives

Hansen Technologies (ASX:HSN) has backed up its H1 2026 earnings release with a clear lift in the recent run of numbers, with H2 2025 revenue at A$214.2 million, basic EPS of A$0.25 and net income of A$43.3 million. The latest trailing 12 month figures point to net profit margins of 11% compared with 6% a year earlier and earnings growth of 105.7% over the same period. The company has seen revenue move from A$185.2 million in H2 2024 to A$178.3 million in H1 2025 and then A$214.2 million in...
ASX:SHL
ASX:SHLHealthcare

Sonic Healthcare (ASX:SHL) Is Up 8.0% After Rebounding Half-Year Profitability Is The Bull Case Changing?

Sonic Healthcare Limited has reported its half-year 2025 results for the period to 31 December 2025, with sales rising to A$5,445.04 million and net income increasing to A$262.49 million, lifting both basic and diluted earnings per share from continuing operations. This marks a shift after a period of weaker profitability, as the company converted higher revenue into improved earnings per share while maintaining consistency between basic and diluted results. We’ll examine how this rebound in...
ASX:SEC
ASX:SECCapital Markets

Spheria Emerging Companies (ASX:SEC) Margin Strength Challenges Mixed Valuation Narratives

Spheria Emerging Companies (ASX:SEC) has put solid numbers on the board for H2 2025, with revenue of A$7.64 million and net income of A$5.6 million translating into basic EPS of A$0.09. The company has seen revenue move from A$1.71 million in H2 2024, when it booked a net income loss of A$1.06 million and EPS of A$0.02 loss, to A$16.61 million in H1 2025 with net income of A$10.80 million and EPS of A$0.18, before settling at the latest half’s levels. For investors, that progression sets the...
ASX:AFI
ASX:AFICapital Markets

Is AFIC’s H1 2026 Portfolio Shift Quietly Redefining Its Income Strategy (ASX:AFI)?

Australian Foundation Investment Company Limited reported its H1 2026 results on 16 February 2026, outlining portfolio performance, income trends and capital management updates during its earnings call. The call gave investors fresh insight into how the listed investment company is positioning its portfolio in response to evolving market conditions and dividend flows. We’ll now examine how the H1 2026 earnings call, particularly its discussion of portfolio positioning, may shape Australian...
ASX:XRF
ASX:XRFMachinery

XRF Scientific (ASX:XRF) Net Margin At 17.5% Tests Valuation Premium Narrative

XRF Scientific (ASX:XRF) has just put fresh numbers on the table, with H1 2026 results sitting against a backdrop where revenue in H2 2025 was A$30.7 million and basic EPS was A$0.038, alongside trailing twelve month revenue of A$59.4 million and EPS of A$0.074. Over the past few halves the company has seen revenue move from A$31.5 million in H2 2024 to A$28.7 million in H1 2025 and A$30.7 million in H2 2025, while basic EPS has ranged from A$0.0319 to A$0.038. This sets up a story where...
ASX:C79
ASX:C79Professional Services

Chrysos (ASX:C79) Loss Widening Tests Bullish Profitability And Growth Narratives

Chrysos (ASX:C79) has just posted its H1 2026 numbers, with the latest half-year profile shaped by prior period revenue of A$37.0 million and a basic EPS loss of A$0.0486, against a current share price of A$8.03. The company has seen revenue move from A$26.4 million in H2 2024 to A$29.1 million in H1 2025 and then A$37.0 million in H2 2025, while basic EPS shifted from a profit of A$0.0209 in H2 2024 to losses of A$0.0227 and A$0.0486 in the following halves, creating a picture in which top...
ASX:BFG
ASX:BFGCapital Markets

Bell Financial Group (ASX:BFG) Margin Compression Reinforces Bearish Earnings Narratives

Bell Financial Group (ASX:BFG) has opened FY 2025 with first half revenue of A$110.3 million and basic EPS of A$0.029, setting a cautious tone around profitability. The company has seen revenue move from A$126.6 million and EPS of A$0.052 in the first half of FY 2024 to A$125.9 million and EPS of A$0.044 in the second half, while trailing twelve month revenue sits at A$236.2 million with EPS of A$0.073. This puts the current 9.9% net margin and five year 15.6% annual earnings decline front...
ASX:RRL
ASX:RRLMetals and Mining

What Regis Resources (ASX:RRL)'s Surging Half-Year Profit Means For Shareholders

Regis Resources Limited has reported past half-year results to 31 December 2025, with sales rising to A$1,088.05 million and net income to A$322.75 million, sharply higher than the prior period. The surge in basic earnings per share from continuing operations to A$0.426, up from A$0.117 a year earlier, highlights a substantial uplift in profitability over the half year. With this sharp earnings improvement now on the table, we’ll explore how the stronger profit base may influence Regis...
ASX:SMI
ASX:SMIMetals and Mining

Why Santana Minerals (ASX:SMI) Is Down 12.3% After A$130m Equity Raise For Bendigo Ophir Project

Earlier in February 2026, Santana Minerals Limited announced firm commitments for an A$130,000,000 follow-on equity offering at A$0.90 per share, issuing more than 144 million new ordinary shares at a small discount to fund its Bendigo Ophir Gold Project and broader exploration work. A key backdrop to this capital raise is the company’s recently declared extensional Exploration Target at the Rise & Shine deposit, which outlines additional potential mineralisation supported by step-out...
ASX:IFL
ASX:IFLCapital Markets

What Insignia Financial (ASX:IFL)'s Return to Half-Year Profitability Means For Shareholders

Insignia Financial Ltd. reported half-year results for the period ended 31 December 2025, with sales of A$830 million and net income of A$78.8 million, compared with sales of A$769.9 million and a net loss of A$16.8 million a year earlier. This shift from loss to profit, alongside basic earnings per share from continuing operations improving from a A$0.025 loss to A$0.118 profit, highlights a meaningful turnaround in operating performance. We’ll now examine how Insignia’s return to...