Latest Capital Allocation News

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.

Carnarvon Energy has announced the recommencement of its on-market share buy-back program, targeting up to 10% of its issued capital over the next year, funded from a healthy cash reserve.

Rio Tinto has officially ended merger discussions with Glencore, citing an inability to reach a deal that benefits shareholders. The decision underscores Rio Tinto’s disciplined approach to long-term value creation.

European Lithium has sold 2.5 million shares in Critical Metals Corp for around A$45 million, strengthening its cash position while maintaining a significant strategic stake.