Australian Specialized REITs Stock News

ASX:SDF
ASX:SDFInsurance

Does Steadfast’s Higher Fully Franked Dividend on Lower Earnings Change The Bull Case For Steadfast Group (ASX:SDF)?

Steadfast Group Limited recently reported its full-year 2026 results, with net income of A$269.1 million and basic earnings per share of A$0.243, and declared fully franked ordinary dividends totaling 20.95 cents per share for the year, including a final dividend of 12.75 cents per share paid on 25 September 2026. The combination of lower profit compared with the prior year and a higher fully franked dividend signals management’s willingness to maintain capital returns even as earnings...
ASX:AUB
ASX:AUBInsurance

Is AUB Group (ASX:AUB) Undervalued Following Its Full Year Results And Dividend?

AUB Group (ASX:AUB) drew investor attention after releasing full year 2026 results and declaring a fully franked dividend. The announcement offered fresh insight into earnings, capital returns, and the stock’s current pricing. The full year 2026 numbers and dividend decision landed alongside a modest pullback in AUB Group’s share price, which is down 4.29% over the past week. This compares with a 90 day share price return of 9.68%, a weaker year to date share price return, and a 1 year total...
ASX:SNL
ASX:SNLRetail Distributors

Supply Network (ASX:SNL) Posts Full Year Growth, Is The Valuation Too Expensive?

Supply Network (ASX:SNL) has drawn fresh attention after releasing full year results to 30 June 2026. The company reported A$403.06 million in sales and net income of A$47.63 million. The full year result on 24 August has been followed by a 1 month share price return of 8.61% and a 90 day share price return of 17.30%. Supply Network’s 3 year total shareholder return of 155.57% and 5 year total shareholder return of 402.15% reflect strong longer term compounding. Compare Supply Network’s...
ASX:APA
ASX:APAGas Utilities

APA Group (ASX:APA) Could Be 60% Below Fair Value Following Earnings And Dividend

APA Group earnings and dividend announcement APA Group (ASX:APA) has released full year results to 30 June 2026, with net income reported at A$207 million on revenue of A$3,003 million, alongside an ordinary dividend declaration for the half year. The company also outlined cash dividend details around the late June ex dividend date. This gives investors fresh information on both recent profitability and cash returns as they assess APA Group stock today. APA Group’s share price has moved to...
ASX:DVP
ASX:DVPMetals and Mining

ASX Growth Companies With High Insider Ownership For September 2026

As the Australian market navigates a challenging landscape marked by surging oil prices and heightened bond yields, the S&P/ASX 200 has experienced a slight dip, reflecting broader global economic uncertainties. In such volatile conditions, growth companies with high insider ownership can offer unique insights into potential resilience and long-term value, as insiders often have deep knowledge of their company's prospects and are vested in its success.
ASX:DRX
ASX:DRXMetals and Mining

ASX Penny Stocks To Watch In September 2026

The Australian Securities Exchange (ASX) is facing a challenging period, with the S&P/ASX 200 index recently closing lower amid surging oil prices and rising bond yields. In this context, investors might be drawn to penny stocks as they explore opportunities in smaller or newer companies that could offer surprising value. While the term "penny stock" may seem outdated, these investments can still provide a mix of affordability and growth potential when backed by strong financials.
ASX:TAH
ASX:TAHHospitality

Tabcorp Holdings (ASX:TAH) Lifted Full Year Profit And Dividend, Is The Upside Already Priced In?

Tabcorp Holdings (ASX:TAH) has drawn fresh attention after releasing full year results to 30 June 2026 and declaring an ordinary unfranked dividend of A$0.015 per security, with the ex dividend date on 31 August. Tabcorp Holdings’ A$0.88 share price comes after a 10% 90 day share price gain, which contrasts with a year to date share price decline of 10.66% and a 12.76% fall in the 1 year total shareholder return. This suggests that recent momentum has improved even as longer term returns...
ASX:GMD
ASX:GMDMetals and Mining

Genesis Minerals (ASX:GMD) Is Down 5.9% After Posting Strong FY26 Profit And 2027 Gold Guidance

Genesis Minerals Limited recently reported its full-year 2026 results, with gold production rising to 285,402 oz, sales of A$1,742.35 million, net income of A$601.76 million, and declared a fully franked A$0.05 per share dividend for the year ended June 30, 2026. The company also issued standalone 2027 guidance of 270,000–300,000 oz of gold with AISC of A$2,750–A$3,050 per ounce and expects lower AISC in the second half, signalling a focus on cost control alongside production scale. Next,...
ASX:ANN
ASX:ANNMedical Equipment

Ansell’s Bigger Buyback And Higher Dividend Could Be A Game Changer For Ansell (ASX:ANN)

Ansell Limited has completed its A$118.4 million buyback of 3,957,877 shares (2.77% of shares on issue) and, alongside extending its capital management plan to September 6, 2027, reported full-year 2026 sales of US$2,140.2 million and net income of US$208.6 million, while declaring a cash dividend of US$0.415 per share, which went ex-dividend on August 31, 2026. The combination of sharply higher earnings, an increased dividend and ongoing buybacks highlights Ansell’s focus on returning cash...
ASX:NEC
ASX:NECMedia

Nine Entertainment (ASX:NEC) Is Down 8.1% After Profit Surge Raises Questions About Earnings Quality

Nine Entertainment Co. Holdings reported full-year results for the period ended 30 June 2026, with sales rising to A$2,198.97 million and net income reaching A$511.29 million, compared with A$2,131.63 million and A$103.89 million a year earlier. The jump in basic earnings per share from A$0.066 to A$0.323 highlights a sharp uplift in profitability that could reshape views on the quality of Nine’s earnings. Now, we’ll examine how this sharp uplift in annual net income reshapes Nine...
ASX:ASB
ASX:ASBAerospace & Defense

Austal (ASX:ASB) On Record Orders And A US Sale Question Looks Undervalued

Austal (ASX:ASB) has drawn fresh investor focus after reporting full year 2026 earnings, combining higher group sales, a shift to a net loss and a record A$16.5b order book. At a share price of A$4.19, Austal has seen a 14.8% 1 month share price gain and a 4.5% 3 month share price gain. However, the year to date share price return is down 38.2% and the 1 year total shareholder return is down 45.6%, even though the 3 year and 5 year total shareholder returns are up strongly. This suggests...
ASX:ZIM
ASX:ZIMMetals and Mining

What’s Behind Zimplats Holdings (ASX:ZIM) Latest Move?

Why Zimplats Holdings Stock Is Back On Investors' Radar Zimplats Holdings (ASX:ZIM) has drawn fresh attention after reporting full year 2026 earnings, with sales of US$1,298.83 million and net income of US$276.67 million, up sharply from the previous year. Earnings per share from continuing operations came in at US$2.57 on both a basic and diluted basis, compared with US$0.38 a year earlier, giving investors new numbers to assess against the recent share price recovery. The strong 2026...
ASX:PRN
ASX:PRNMetals and Mining

Where Does Perenti (ASX:PRN) Valuation Sit Following Its Buyback Dividend And FY26 Results?

Why Perenti’s latest buyback and dividend move matters for investors Perenti (ASX:PRN) has put capital management in the spotlight after authorising a new on market buyback of up to 84,500,000 shares, alongside full year 2026 results, fresh 2027 guidance and a higher dividend. Perenti’s shares trade at A$2.30 and the stock has seen an 8.49% 1 month share price return, even though the year to date share price return is down 18.44%. The 5 year total shareholder return of 209.44% shows how...
ASX:TPG
ASX:TPGTelecom

TPG Telecom (ASX:TPG) Reports Half Year Results And Higher Dividend, Is It Fully Priced?

Half year earnings and higher dividend set the tone for TPG Telecom TPG Telecom (ASX:TPG) is in focus after releasing half year 2026 results and announcing a higher A$0.10 dividend for the period, with the stock reacting to this mix of earnings and income news. At A$3.79, TPG Telecom’s recent half year earnings announcement and the higher A$0.10 dividend for the period have arrived after a mixed stretch for the stock. The 30 day share price return of 5.87% contrasts with a year to date share...
ASX:TTT
ASX:TTTChemicals

Titomic (ASX:TTT) Shares Reflect Deepening Losses And Cash Runway Risk

Titomic headed into this half year on the back of a share price that closed at A$0.17 on 28 August and a 3 month slide of about 31%. The market had already marked the stock down. The earnings release explains why. Revenue for H1 2026 came in at about A$4.9m, yet the company booked a net loss of roughly A$19.4m and basic earnings per share stayed firmly in the red. This time the focus is not on revenue. It is on the scale of the ongoing loss and what that implies for Titomic’s already tight...
ASX:ALK
ASX:ALKMetals and Mining

Alkane Resources (ASX:ALK) Following Earnings Dividend And Drilling News Looks Undervalued

Why Alkane Resources stock is in focus after earnings, dividend and exploration news Alkane Resources (ASX:ALK) has drawn fresh interest after reporting full year 2026 results with A$935.82 million in sales and A$228.72 million in net income, declaring a maiden dividend and releasing high grade exploration assays. These updates provide several angles to assess the stock. Investors can consider how the new dividend, buyback capacity, earnings profile and Costerfield drilling results relate to...
ASX:XRO
ASX:XROSoftware

Does Xero’s (ASX:XRO) New AI Suite Quietly Redefine Its Long‑Term Competitive Moat?

In August 2026, Xero reaffirmed its fiscal 2027 revenue guidance of NZ$3.62–3.73 billion and highlighted that growth will be supported by both higher average revenue per customer and continued customer expansion, including early monetization of new AI features. At Xerocon US, Xero unveiled an expanded suite of AI-powered tools and integrations built on its JAX platform, positioning its cloud accounting software as an automation hub for small businesses and accountants that connects directly...