Latest Capital Allocation News

Takeover chatter lit up Pepper Money, while Identitii ran hard after a regulator stepped in. At the other end, AMP slid despite higher profit, as investors weighed leadership change and legal costs.

Microequities Asset Management Group Limited has reported a robust half-year performance with a 41% jump in profit after tax and record funds under management reaching $657 million. The company also announced a 21% increase in its fully franked interim dividend.

OncoSil Medical’s CEO Nigel Lange has agreed to a 10% salary reduction, opting instead to receive shares at a significant premium, reinforcing executive commitment to shareholder value and cost discipline.

MFF Capital Investments reported a 45% drop in net profit for the half year to December 2025 but declared a higher fully franked dividend, marking a milestone in its operational independence and strategic growth.

Viva Leisure has reported a robust half-year performance with underlying NPAT up 46.8% and revenue climbing to $116.5 million, driven by strong organic membership growth and a booming technology segment.

Orora Limited reported a robust 32.2% rise in underlying net profit after tax for the half-year ended December 2025, underpinned by strong volume growth in its Cans segment and operational efficiencies across its glass businesses. The company also completed a $227.4 million share buyback in 2025 and announced a fresh $270 million on-market buyback program.

Origin Energy reported robust half-year results for December 2025, driven by strong Energy Markets performance and significant customer growth, while updating FY26 guidance with higher earnings expectations.

Northern Star Resources reported a robust half-year profit increase driven by higher gold prices despite operational challenges, while investing heavily in transformative growth projects.

Insurance Australia Group Limited has announced a fully franked interim dividend of AUD 0.12 per share for the half-year ending December 2025, alongside a dividend reinvestment plan with no discount.

DPM Metals Inc. delivered record revenues and earnings in 2025, driven by higher metal prices and stable production, while completing the strategic acquisition of Adriatic Metals plc, adding the Vareš polymetallic mine to its portfolio. The company outlines a robust three-year growth plan focused on expanding production and exploration.

Dexus Industria REIT has slightly upgraded its FY26 funds from operations guidance, driven by robust portfolio income growth and strategic acquisitions in key industrial hubs. The REIT’s active management and development pipeline underpin its confidence in delivering secure, growing income.

Bravura Solutions has delivered a robust first half of FY26, posting nearly 10% revenue growth and a significant jump in profitability, while rewarding shareholders with a special dividend. The company also upgraded its full-year guidance, signalling confidence in its growth trajectory.