Australian tech company Stakk Ltd said it has signed an agreement under which the US Federal Bureau of Investigation will use its signature verification technology. Stakk said the deal is expected to make a meaningful contribution to its FY27 revenue, which it now expects to surpass $55 million. After the announcement, the stock surged nearly 40% intraday and closed up 33.3%.

Australian plasma products maker CSL issued FY2027 guidance, forecasting underlying profit growth of about 5% and topping market expectations. The company also announced a further $1.1 billion share buyback. CSL said immunoglobulin sales improved in the second half of FY2026. The stock has nearly doubled since early June, with investors watching whether it can move back above A$300.

Red Leaf Securities shared its views on ASX 200 heavyweights CSL and BHP. CSL ended last week up 0.77% at 176.95 Australian dollars after flagging roughly 5% underlying profit growth guidance for fiscal 2027, pointing to improved immunoglobulin sales in the second half of fiscal 2026, and announcing an additional 1.1 billion Australian dollars share buyback. BHP finished the week down 0.54% at 60.72 Australian dollars.

New Hope Corporation declared a fully franked 30c per share final dividend, exceeding expectations, supported by strong operations and a year-end cash balance of A$485m. Telix Pharmaceuticals announced a scrip-based merger with Germany’s privately owned ITM Group, with consideration of up to US$2.35bn. REA Group also drew a fresh analyst rating.

BHP Group shares have gained 51.7% over the past 12 months, outperforming the ASX 200 by more than 52 percentage points. The miner’s FY 2026 dividend payouts totalled $2.419 per share, up 41.6% year on year, implying a fully franked trailing dividend yield of 4% at current prices. Copper became BHP’s largest earnings driver for the first time, helped by a near-40% rise in copper prices in H2 FY26.

BHP’s share price has risen 53% over the past year. In FY 2026, copper contributed more than half of underlying EBITDA for the first time, with production of roughly 2 million tonnes, and the company’s copper growth pipeline is expected to lift attributable output by around 40% by FY 2035. BHP is also targeting annual iron ore production above 305 million tonnes. In Canada, the Jansen potash project was 84% complete and is scheduled for first production in mid2027, with an expected operating life beyond 60 years.

Telix Pharmaceuticals said it will acquire 100% of ITM for US$1.65 billion upfront, with up to US$700 million in milestone payments. ITM reported US$273 million in 2025 revenue and a 40% CAGR from 2021–2025. On a pro forma basis, the combined group is projected to generate more than US$1.3 billion in 2026 revenue, with Telix shareholders expected to own about 76.3% after completion. The deal remains subject to shareholder and regulatory approvals, with closing expected by the end of FY2026.

Australia coal producer New Hope Corporation Ltd (ASX: NHC) reported FY26 underlying EBITDA of $514m and statutory NPAT of $161m, coming in below expectations due to higher finance expenses. The company realised an average coal price of A$145/t and an average group FOB cash cost (excluding royalties) of A$89/t, with underlying profit down 30% year on year. It declared a 30cps fully franked final dividend despite the weaker result. The stock has since been downgraded by a broker to a sell rating.

BHP lifted its FY26 dividend 56% to US$1.72 per share on the back of higher copper prices and stronger earnings. CMC Invest forecasts the FY27 annual dividend could fall to $2.07 per share, pointing to a marked reduction for Australian investors. Based on that projection, a $15,000 investment would buy 246 shares and generate $509.22 in dividends, or $727.46 including franking credits.