Australian Specialized REITs Stock News

Australia’s competition regulator has blocked Insurance Australia Group’s bid for RAC Insurance, even as IAG recently completed its A$855 million RACQ Insurance acquisition and continues processing thousands of storm and hail claims across Queensland, New South Wales and Victoria. The combination of a halted expansion attempt, a completed regional acquisition and heavy weather-related claims highlights how concentration risk, capital deployment and climate exposure are shaping IAG’s...

Recent moves in Fortescue (ASX:FMG) have been shaped by investor positioning ahead of its February 25 half year results, with attention on costs, shipment volumes, dividend settings, and softer iron ore and China data. See our latest analysis for Fortescue. At a share price of A$21.64, Fortescue has seen short term share price returns move around key China data and rate decisions, while its 1 year and multi year total shareholder returns remain solid. This suggests longer term holders have so...

As the Australian market opens slightly lower today, influenced by global tech sector challenges and cautious investor sentiment, attention turns to opportunities that might be overlooked in more stable times. Penny stocks, often associated with smaller or newer companies, continue to hold potential for those willing to explore beyond established names. These stocks can offer both affordability and growth potential when backed by strong financials; let's examine a few that stand out in the...

South32 has drawn fresh attention after analysts reiterated positive ratings ahead of the miner’s half-year results and interim dividend announcement, now scheduled for 12 February 2026. Investors are focusing on what management might reveal about costs, production, and commodity demand amid recent price volatility and shifting currency conditions. We’ll now look at how anticipation around South32’s upcoming half-year results shapes the company’s investment narrative and future...

Key Insights The projected fair value for Sigma Healthcare is AU$3.12 based on 2 Stage Free Cash Flow to Equity Sigma...

Long term investing works well, but it doesn't always work for each individual stock. It hits us in the gut when we see...

The last three months have been tough on Ai-Media Technologies Limited ( ASX:AIM ) shareholders, who have seen the...

Mayfield Group Holdings' (ASX:MYG) stock is up by a considerable 40% over the past three months. Given that the market...

PWR Holdings (ASX:PWH) has had a great run on the share market with its stock up by a significant 11% over the last...

By buying an index fund, investors can approximate the average market return. But if you pick the right individual...

CSL (ASX:CSL) is back in focus after its share price reacted to fresh anticipation around the upcoming half-year results and interim dividend, with recent guidance changes and regulatory reviews shaping expectations. See our latest analysis for CSL. At A$181.7, CSL’s recent 1 month share price return of 5.36% and 1 day gain of 2.02% suggest short term momentum is building again, although the 1 year total shareholder return of 31.46% decline shows longer term holders are still sitting on...

In recent weeks, Scentre Group has drawn fresh attention as investors warm to brick-and-mortar retail amid stabilizing interest rates and resilient retail spending, supported by its Westfield-branded centres across Australia and New Zealand. An interesting angle is how Scentre is leaning into experience-led, community-focused malls with very high occupancy and strong visitor numbers, reinforcing the perceived quality of its A$34.00 billion-plus portfolio. We’ll now examine how this push...

Northern Star Resources (ASX:NST) moved sharply after a significant drop in gold prices hit the broader Australian gold sector, with recent revisions to production and cost guidance adding another layer for investors to assess. See our latest analysis for Northern Star Resources. That sharp move came against a backdrop of choppy trading, with a 14.43% 1 month share price return and 16.86% year to date share price return set against a much stronger 65.36% 1 year total shareholder return. This...

Over the past year, many Aussie Broadband Limited ( ASX:ABB ) insiders sold a significant stake in the company which...

Beonic Limited ( ASX:BEO ) shareholders have had their patience rewarded with a 41% share price jump in the last month...

Pinnacle Investment Management Group (ASX:PNI) has opened H1 2026 with A$46.1 million in revenue and basic EPS of A$0.30, alongside net income of A$67.3 million, setting a clear earnings benchmark for the half. The company has seen revenue move from A$27.6 million in H1 2025 to A$37.8 million in H2 2025 and then to A$46.1 million in H1 2026. Over the same periods, basic EPS shifted from A$0.37 in H1 2025 to A$0.27 in H2 2025 and A$0.30 in the latest half. Against that backdrop, margins and...

Looking at Jatcorp Limited's ( ASX:JAT ) insider transactions over the last year, we can see that insiders were net...

The simplest way to benefit from a rising market is to buy an index fund. When you buy individual stocks, you can make...

Evolution Mining (ASX:EVN) has come under pressure after a sharp drop in gold prices hit Australian gold stocks, just as investors gear up for the company’s half-year results and a closely watched Reserve Bank of Australia decision. See our latest analysis for Evolution Mining. The sharp pullback after the gold price slump comes against a backdrop of strong recent momentum, with a 30 day share price return of 17.44%, a 90 day share price return of 39.98%, and a very large 3 year total...

Yancoal Australia Ltd ( ASX:YAL ) shareholders would be excited to see that the share price has had a great month...

ANZ Group Holdings (ASX:ANZ) has moved into focus as traders position ahead of the Reserve Bank of Australia meeting, where a potential rate hike and guidance could influence funding costs and profit margins. See our latest analysis for ANZ Group Holdings. At a share price of A$37.07, ANZ’s recent moves around the RBA meeting sit against a broader backdrop where short term share price returns have been modest. However, multi year total shareholder returns above 70% suggest momentum has been...

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...

Key Insights Beetaloo Energy Australia's significant retail investors ownership suggests that the key decisions are...

Bravura Solutions Limited ( ASX:BVS ) shareholders that were waiting for something to happen have been dealt a blow...