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.

Woodside Energy reported FY26 operating revenue rose 13% to US$7.4 billion, while underlying NPAT increased 7% to $1.3 billion and free cash flow jumped 159% to $352 million. The company said a 20% lift in average realised prices to US$74 per barrel of oil equivalent partly offset a 13% drop in production to 86.5 million barrels of oil equivalent. Woodside also updated progress on key developments, with Scarborough 98% complete, Trion 64% and Louisiana LNG 28% complete. CommSec forecasts FY26 EPS of $2.184 and projects FY28 EPS could fall 5% to $2.52, according to its estimates.

Macquarie analysts said Nickel Industries lifted first-half revenue 13.1% year-on-year to US$938.4 million, while net profit jumped 365.8% to US$52.5 million. The company’s ENC project has been disrupted by water-supply constraints, but it ramped to about 50% of nameplate capacity early in commissioning. At the Hengjaya mine, August nickel sales hit a record 1.6 million tonnes. Based on combined adjusted EBITDA of about US$90 million for July and August, Macquarie said the shares look undervalued and pointed to 57% potential upside.

CSL shares have rebounded about 31% over the past month to A$176.50, but the A$159.86 average target price implies around 8% downside. The company reported FY26 revenue of US$15.8 billion and NPAT of US$2.6 billion, while also booking a net loss after tax of US$2.6 billion driven by impairments and restructuring costs. Management described FY26 as a “reset year” and said FY27 should mark a return to growth, while adjusted EBITDA rose 146% year on year to US$52 million.