Latest Capital Allocation News

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.

Evolution Mining has approved nearly $800 million in capital investments across key projects, aiming to boost production and returns significantly. The company also expands its exploration footprint in Canada, signaling a robust growth strategy.

CSL Limited has released its half-year results showing a slight revenue decline amid ongoing transformation efforts, while maintaining its full-year guidance and expanding its share buyback program.

Macquarie Group reports solid 3Q26 results with robust profit growth across divisions and a strong capital surplus, underpinned by strategic technology investments and regulatory compliance.

Amotiv Limited reported a solid FY26 half-year result with revenue growth and margin pressures partly offset by its Amotiv Unified transformation program. The company maintained its FY26 guidance, highlighting strong cash flow and shareholder returns.

Challenger Limited confirms advanced discussions with Pepper Group to jointly acquire Pepper Money, aiming for strategic access to fixed income assets and accretive earnings.

News Corporation reported a 4% revenue increase to US$4.506 billion for the half-year ended December 2025, while net income declined 9% to US$305 million. The company declared an interim dividend and continued its stock repurchase program amid mixed segment performances and ongoing legal challenges.

Charter Hall Retail REIT reported a robust half-year result with statutory profit surging to $240.7 million, driven by portfolio growth and strategic transactions. The REIT also advanced its convenience retail focus and announced a major debt refinancing.