Latest Market Share News

Challenger reports a solid first half of FY26 with rising profits, strong annuity sales, and strategic partnerships, underpinning a confident outlook and a $150 million share buy-back plan.

Reliance Worldwide Corporation reported a 4.6% revenue decline and a 34.9% drop in net profit for H1 FY2026, citing US tariffs and weaker demand in key markets. The company balances challenges with cost savings and a shareholder-friendly capital return strategy.

Challenger Limited reported a solid first half of FY26 with a 2% rise in normalised net profit after tax and record annuity sales. The company also announced a $150 million on-market share buy-back, reflecting confidence in its strong capital position.

New Hope Corporation reported a 4.8% rise in coal production and an 8.2% increase in sales for the January quarter, maintaining steady earnings and reducing capital expenditure guidance amid improving logistics and operational resilience.

Aurizon Holdings reported a 9% rise in underlying EBITDA to $891 million for the half-year ending December 2025, driven by higher volumes and yields in coal and bulk segments. The company also raised its full-year dividend guidance and extended its share buy-back program.

oOh!media has reported solid earnings growth and a higher dividend for 2025, maintaining its leadership in the Out of Home advertising market despite a softer second half. Major contract wins, including Transurban motorway assets, underpin its positive outlook for 2026.

BlueScope Steel reported a robust first half of FY2026 with underlying EBIT soaring 81% to $557.5 million and announced a $3.00 per share shareholder return plan, while decisively rejecting a $30 per share takeover proposal.

Freightways Group Limited reported a robust HY26 with revenue rising 8.5% and net profit surging 17.2%, underpinned by strong volume growth and a key acquisition in Australia. The company’s disciplined approach to margin improvement and M&A signals confidence in its cross-Tasman logistics strategy.

The a2 Milk Company has reported robust half-year results with strong revenue and earnings growth, driven by gains in infant formula and liquid milk segments, alongside a strategic supply chain transformation. The company has upgraded its full-year outlook and announced a substantial special dividend, signalling confidence in its growth trajectory.

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.

Healthcare stocks split into two stories this week: big names sold off hard, while a few small caps ran on clear news. The biggest moves came from a sharp fall in Pro Medicus and Cochlear, while Noxopharm jumped after a top-tier journal publication.

Regal Asian Investments has announced a fully franked interim dividend of 8 cents per share, reflecting robust portfolio returns exceeding 30% over six months. The company also updates its dividend policy to focus on sustainable payouts tied to investment performance.