Australian REITS Stock News

The market has already marked Temple & Webster Group down, with the stock falling about 17% over the past week and about 13% over the past month to close at A$4.30. That is a sharp reset for an online furniture and homewares retailer that just printed A$665m in full year revenue and reported earnings before interest, tax, depreciation and amortisation of A$21.9m. The real fault line is sentiment around margins. Trailing net profit margin now sits at 0.6% while the stock trades on a P/E above...

The market has had weeks to chase Codan higher, with the stock up about 23% over three months and closing at A$49.02. Even so, today’s earnings still forced investors to reassess what they are paying for this story. Revenue hit A$874.965m with net profit around 20% of sales, which is a robust margin for an electronics and communications equipment company. Against that, a P/E of 50.9x and a share price that sits well above a discounted cash flow value of A$27.17 raise the real question. Is...

Ramelius Resources (ASX:RMS) has drawn fresh attention after releasing full year 2026 results, reporting sales of A$1,032.83 million and net income of A$118.83 million, compared with sales of A$474.17 million a year earlier. See our latest analysis for Ramelius Resources. Ramelius Resources shares have reacted to the full year 2026 earnings release, with the stock now at A$3.98 and a 30 day share price return of 28.39%. Despite a year to date share price decline of 5.91%, the 1 year total...

Lindian Resources (ASX:LIN) has reaffirmed its timetable for producing its first rare earths monazite concentrate from the Kangankunde project in Malawi in Q4 2026, as mining, construction and commissioning preparations progress. See our latest analysis for Lindian Resources. Lindian Resources’ recent project progress has come alongside an A$0.79 share price, a 1 day share price return of 3.95% and a year to date share price return of 90.36%. The 1 year total shareholder return of 229.17%...

Hansen Technologies (ASX:HSN) has become a focus after its full year 2026 results and comments on capital allocation, alongside a new InvoiceCloud partnership that targets billing and digital payments for utilities. See our latest analysis for Hansen Technologies. Despite the InvoiceCloud partnership and fresh commentary on buybacks and M&A, Hansen Technologies' share price has come under pressure, with the stock down 31% on a 90 day share price return basis and its 1 year total shareholder...

MAAS Group Holdings Limited has reported full-year 2026 results, with sales rising to A$634.2 million and net income to A$136.11 million, alongside record underlying EBITDA of A$300.3 million and strong cash conversion. The company also approved the A$1.70 billion sale of its Construction Materials business and launched a capital management framework emphasizing share buybacks, reshaping its business mix and balance sheet. We’ll now consider how the sale of the Construction Materials...

Charter Hall Retail REIT (ASX:CQR) has issued fresh 2027 guidance, flagging expected earnings of at least A$0.273 per unit and distributions of no less than A$0.264 per unit. Both figures target minimum 3.5% growth on Fiscal Year '26. See our latest analysis for Charter Hall Retail REIT. Against this new 2027 guidance, Charter Hall Retail REIT’s A$4.01 share price has edged higher over three months with a 90 day share price return of 4.97%, while the 5 year total shareholder return of 47.36%...

Central banks are weighing how hard to lean against persistent inflation, which keeps the path for interest rates uncertain and volatility in play. That kind of backdrop can leave solid cash generators mispriced as investors focus on headline risk. The Undervalued Stocks Based On Cash Flows screener looks for those gaps between price and cash flow potential. This article walks through three stocks that currently fit that bill. The stocks covered below are just a sample, and the full screen...

Regis Resources (ASX:RRL) has drawn fresh attention after releasing full year 2026 results, reporting sales of A$2,349.1m and net income of A$715.11m, compared with A$1,647.41m and A$254.36m a year earlier. See our latest analysis for Regis Resources. Regis Resources shares have reacted strongly to the full year 2026 earnings release, with an A$8.23 latest close, a 39.49% 1 month share price return and a very large 3 year total shareholder return. Together, these factors suggest momentum has...

Readers hoping to buy Telstra Group Limited ( ASX:TLS ) for its dividend will need to make their move shortly, as the...

Lendlease Group (ASX:LLC) has drawn fresh attention after reporting full year 2026 sales of A$5,429 million and shifting from a prior net profit to a net loss of A$749 million. See our latest analysis for Lendlease Group. The share price of Lendlease Group has fallen sharply over the year, with a year to date share price return of 45.93% and a 1 year total shareholder return decline of 46.97%. This points to fading momentum as investors reassess the company after its recent earnings release...

Elevra Lithium (ASX:ELV) is back in focus after reaching an agreement with Morella Corporation to expand their existing joint venture to four additional exploration projects, widening the remit to cover all minerals beyond lithium. See our latest analysis for Elevra Lithium. At a latest share price of A$8.72, Elevra Lithium has seen a 10.24% one month share price return but a 36.49% decline over three months. The one year total shareholder return of 132.53% contrasts with weaker three and...

In August 2026, CSL Limited reported full-year results showing revenue rising slightly to US$15.80 billion but moving from prior net income to a US$2.58 billion net loss, while also declaring a US$1.62 per share dividend for the six months ended June 30, 2026, payable on October 2, 2026. At the same time, CSL issued 2027 guidance calling for revenue to remain in line with the prior year but underlying NPAT to increase by about 5%, highlighting a contrast between current headline losses and...

Bega Cheese (ASX:BGA) has drawn investor attention after reporting full year 2026 earnings, highlighted by sales of A$3,774.6 million and a move from a prior net loss to A$54.8 million in net income. See our latest analysis for Bega Cheese. At a latest share price of A$6.66, Bega Cheese has seen strong momentum, with a 90 day share price return of 23.56% and a 1 year total shareholder return of 21.34%. This suggests investor confidence has picked up following the FY26 earnings and...

The Australian market is anticipated to open softly today, influenced by a Wall Street decline and rising oil prices amid ongoing tensions in the Middle East. Despite these broader market challenges, penny stocks continue to capture investor interest due to their potential for high returns at lower price points. Although the term 'penny stock' might seem outdated, it remains relevant as these smaller or newer companies can offer significant opportunities when underpinned by strong financials...

JB Hi-Fi (ASX:JBH) has moved into focus after releasing its full year 2026 results. This was followed by an earnings call on 17 August 2026 outlining sales, profit and earnings per share outcomes. See our latest analysis for JB Hi-Fi. JB Hi-Fi's recent full year 2026 results and earnings call have come against a weaker share price backdrop, with the stock down 27.05% on a year to date share price basis. The 5 year total shareholder return of 94.78% points to much stronger longer term outcomes...

Kantra Copper walked into this result with the stock at A$0.93 and a three month gain of about 38%, which means expectations were already running hot. The headline today is simple: the copper producer has swung to a solid profit in H1 2026, with basic earnings per share of A$0.085 and net income of A$19.52m on revenue of A$115.65m. The key question for investors now is whether this profit run and the current valuation can live alongside a balance sheet that has recently relied on dilution and...

Northern Star Resources reported full-year 2026 results, with sales of A$7,623.10 million, net income of A$1,664.30 million and a fully franked A$0.30 per share dividend for the six months to 30 June 2026, alongside production guidance of 350 koz gold sold for the September 2026 quarter and 1,500–1,650 koz for fiscal 2027. The earnings release was accompanied by active governance developments, including a new independent director appointment, an activist push from Elliott Investment...

What the RfRecon launch means for DroneShield investors DroneShield (ASX:DRO) has announced RfRecon, a portable radio frequency intelligence solution, positioning the company more directly in RF intelligence tools. Investors now have a fresh product milestone to weigh against recent share price performance. See our latest analysis for DroneShield. DroneShield’s recent RfRecon announcement lands after a sharp reset in sentiment, with the stock’s 30 day share price return down 10.14% and year...

Earnings decline puts Southern Cross Electrical Engineering in focus Southern Cross Electrical Engineering (ASX:SXE) has moved into the spotlight after reporting full year 2026 earnings, with both sales and net income below the previous year's levels. See our latest analysis for Southern Cross Electrical Engineering. Despite the weaker full year 2026 earnings, Southern Cross Electrical Engineering shares have shown strong momentum, with a 24.21% 90 day share price return and a very large 5...

Viewing insider transactions for Codrus Minerals Limited's ( ASX:CDR ) over the last year, we see that insiders were...

On August 18, 2026, Whitehaven Coal reported full-year 2026 results showing sales of A$5,401 million and net income of A$385 million, both lower than the prior year, while also receiving a shareholder activist notice from Market Forces ahead of its November 2026 AGM. The activist proposal asking Whitehaven to justify how surplus capital for development projects compares with additional shareholder returns puts the company’s capital allocation framework and growth-versus-payout choices under...

Insiders who purchased AU$1.32m worth of Macro Metals Limited ( ASX:M4M ) shares over the past year recouped some of...

Insiders who bought Solvar Limited ( ASX:SVR ) stock in the last 12 months were richly rewarded last week. The...