Latest Carlton Investments (ASX:CIN) News

Takeover uncertainty, legal risks and fund closures drove the biggest share moves this week.
Dividend growth and stronger fund returns offered support, but several reports carried clear warnings about future results.

Carlton Investments increased FY2026 profit and fully franked dividends, but its investment portfolio underperformed sharply as its largest holding, EVT, fell 22.6% in value. The company’s total portfolio return was negative 3.2%, compared with a 6.1% gain for the S&P/ASX 200 Accumulation Index.

Takeover bids sent EQT Holdings sharply higher, while Ovanti collapsed after leaving the buy now, pay later market. Strong results from lenders and fund managers were offset by steep falls in several stocks.

Investors also weighed dividends, buy-backs, cost cuts and regulatory risks across a busy week of company news.

Carlton Investments lifted its profit by 6.1% to $41.18 million for FY2026, boosted by higher dividends, even as its equity portfolio value fell 6.2%. The company declared a final dividend increase including a special payout amid ongoing market volatility.

Carlton Investments Limited has announced an on-market buy-back of up to 115,000 ordinary shares, set to run throughout 2026. The move signals a strategic capital management effort without requiring shareholder approval.

Carlton Investments reported a slight rise in net profit and an 8.7% increase in dividends for FY2025, while its investment portfolio grew nearly 60% over five years despite recent market fluctuations.