Latest Investment Portfolio News

Perpetual Equity Investment Company (ASX: PIC) posted a 44.4% drop in net profit to $12.1 million for FY26, yet held its fully franked dividend steady at 8.0 cents per share and announced a shift to monthly dividend payments starting December 2026.

WCM Global Growth reported a $66.7 million profit for FY2026, slightly down from last year, but boosted its final dividend and outlined a progressive dividend increase plan while completing a major $84.8 million capital raising.

Dexus (ASX: DXS) reported steady FY26 results with AFFO of 45.0 cents per security and distributions of 37.0 cents, while initiating a strategic review of infrastructure funds following an adverse APAC court judgment.

Australian United Investment Company (ASX:AUI) reported a $220.4 million profit after tax for FY2026, driven by a $159.9 million gain from its merger with Diversified United Investment (DUI). The merger expanded AUI's portfolio to $3.1 billion and added international equities exposure.

NAOS Emerging Opportunities Company Limited (ASX: NCC) delivered a robust FY26 with a 2416% surge in after-tax profit and an 18.7% portfolio return, outperforming the benchmark by over 10%. The company raised its fully franked dividend by 5%, signaling confidence amid a challenging market.

Medibank Private Limited reported a 27.5% jump in net profit after tax to $638.7 million for FY26, driven by steady health insurance growth and a 31.3% surge in its Medibank Health segment. The company declared a fully franked final dividend of 10.9 cents per share and updated its Net Zero emissions strategy.

Ironbark Balanced Income Limited reported a 5.6% decline in net profit to $2.89 million for FY2026, while its investment portfolio delivered a solid 7.8% return, outperforming its benchmark and maintaining fully franked dividends.

Schaffer Corporation reported a modest 8.6% decline in net profit for FY26 to $22.2 million, with a rebound in Automotive Leather offset by a loss at Delta and strong gains from its South Connect Jandakot property development.

WAM Global's FY2026 investment portfolio fell 4.2%, dragging the company to a $35.2 million net loss despite a 6.6 cent fully franked final dividend.

NAOS Ex-50 Opportunities Company Limited reported a $3.09 million after-tax loss for FY26 but raised its dividend by 5% and continued an active share buyback, reflecting confidence despite portfolio underperformance.

Mirvac Group delivered a robust FY26 with a 7% rise in operating profit to $508 million, a staggering 896% jump in statutory profit to $677 million, and announced a $200 million on-market buy-back, signalling confidence in its growth trajectory.

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.