FINANCIAL NEWS

The Market In Numbers – 21 Feb 2026

Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements

Feb 21 2026


ASX Winners And Losers Of Today – 20-02-26

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Feb 20 2026


FNArena Corporate Results Monitor – 20-02-2026

FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Feb 20 2026


Next Week At A Glance – 23-27 Feb 2026

A brief look at important company events and economic data releases next week

Feb 20 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 20-02-26

A summary of the highlights from Broker Call Extra updates throughout the week past

Feb 20 2026


ANALYSIS & DATA

FNARENA'S MARKET CONSENSUS FORECASTS

To display the stock analysis for a company please enter the company code:

ANZ | ANZ GROUP HOLDINGS LIMITED

Abbreviated format - see the full version here


LAST PRICECHANGE +/-CHANGE %VOLUME

$40.07

19 Feb
2026

market green arrow 0.840

OPEN

$39.85

market green arrow 2.14%

HIGH

$40.44

6,201,342

LOW

$39.66

TARGET
$36.792-8.2% downside
Franking for last dividend paid out: 70%
FNARENA'S MARKET CONSENSUS FORECASTS
ANZ: 1
TitleFY24
Actual
FY25
Actual
FY26
Forecast
FY27
Forecast
EPS (cps)xxx 198.2 251.0 xxx
DPS (cps)xxx 166.0 168.0 xxx
EPS Growthxxx - 9.1% 26.7% xxx
DPS Growthxxx 0.0% 1.2% xxx
PE Ratioxxx N/A 16.2 xxx
Dividend Yieldxxx N/A 4.1% xxx
Div Pay Ratio(%)xxx 83.8% 66.9% xxx

FOLLOW US ON SOCIAL MEDIA

9K Followers
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@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Barrenjoey on Telix Pharmaceuticals $TLX: "TLX has delivered FY25 EBITDA in line with B*e but 8% below cons. "As known, PSMA PET drove the majority of sales ($622m of $804m group). Segmentally, the diagnostics business supports profitability (Precision EBITDA $216m; +6% B*e)
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi on Megaport $MP1: "Megaport reported underlying EBITDA of $35 million, up +28% yoy and +9%/+28% ahead of CitiE/VA consensus. "The beat vs. us was primarily driven by lower opex. Note that capex of $34 million was higher than our forecast of $25 million but capitalised
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Mineral Resources $MIN: "1H26 delivered broadly in line with RBCe at EBITDA, with a modest beat to consensus driven by Mining Services and lower central costs. "Iron Ore was weaker than expected, though Onslow continues to operate at nameplate with costs tracking
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Citi on $QBE Insurance: "Strong result (4% beat) with better GWP, COR, investment earnings and dividend. FY26 COR bridge likely a key focus "QBE's FY25 reported NPAT of US$2,157m is ahead of our US$2,067m est and VA consensus US$2,072m. Core EPS of US140cps beat our forecasts by
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
RBC Capital on Guzman y Gomez $GYG: "AU segment and US comp sales missed RBCe and Cons. "No first 7 weeks disclosed for Australia, though qualitative commentary suggesting some potential modest improvement into 3Q - we forecast 4.80% comp sales in 2H26 for AU segment with cons
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Universal Store $UNI: "UNI's 1H26 was ahead of expectations for all key financial metrics: revenue (+2.9%), gross profit (+3.7%) and EBITDA (+3.9%). "Pleasingly, the company has delivered on top-line expectations while expanding gross margins (+151 bps y/y), a
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Citi on Charter Hall $CHC: "1H26 first take: Solid earnings beat and FY26 guidance raise highlights favourable backdrop. Buy"#stockinfocus#XJO#equities#investing
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on $PLS Group: "A clean operational half with improving cash generation and strengthened liquidity. "We see this as a transition period, with FCF increasing and growth optionality returning, but sustained re-rating remains tied to lithium price durability and
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
Citi on Goodman Group $GMG: "Goodman Group's results announcement emphasizes a significant strengthening of its data centre pipeline and robust operational performance. "Data centres now constitute a dominant 73% of the development Work In Progress (WIP), which stands at $14.4
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Brambles $BXB: "Brambles (BXB) has delivered a solid 1H26 result, with Underlying EBIT +10% yoy to $792m (+1%/+2% to RBCe/Cons). BXB has declared a interim dividend of US23cps (20% franked) ahead of RBCe/Consensus US21.8/21.3cps. "Result quality was good, with:
FIND FNARENA ON

DAILY FINANCIAL NEWS

The Market In Numbers – 21 Feb 2026

Overviews in raw numbers and calculations that might assist investors with assessing trends and currents that might not be apparent from daily volatility and movements

Feb 21 2026 - Australia


FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Feb 20 2026 - Australia


After meeting 2025 guidance, Capstone Copper has surprised with much weaker 2026 production, cost and capex guidance

Feb 20 2026 - Commodities


FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Feb 19 2026 - Australia


BHP Group’s first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus

Feb 19 2026 - Commodities


FNArena’s Monitor keeps track of corporate earnings result releases, including broker views, ratings and target price changes and beat/miss assessments

Feb 18 2026 - Australia


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RUDI'S VIEWS

Rudi’s View: More Surprises, Led By CBA & BHP

Interim assessment and observations from the February results season which is mostly surprising to the upside

Feb 19 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 20-02-26

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Feb 20 2026


Australian Broker Call *Extra* Edition – Feb 20, 2026

Extra Edition of the Broker Call Report

Feb 20 2026


The Overnight Report: US, Iran Tensions Rise

A global perspective on what happened overnight

Feb 20 2026


Today’s Financial Calendar – 20-02-2026

Significant Scheduled Events For 20 February, 2026

Feb 20 2026


ASX Winners And Losers Of Today – 19-02-26

The table inside ranks the 20 biggest percentage winners and losers among stocks in the ASX300 at the end of each trading day

Feb 19 2026


Australian Broker Call *Extra* Edition – Feb 19, 2026

Extra Edition of the Broker Call Report

Feb 19 2026


The Overnight Report: Technology Rallies

A global perspective on what happened overnight

Feb 19 2026


WEEKLY REPORTS

Next Week At A Glance – 23-27 Feb 2026

A brief look at important company events and economic data releases next week

Feb 20 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 20-02-26

A summary of the highlights from Broker Call Extra updates throughout the week past

Feb 20 2026

Weekly Top Ten News Stories – 20 February 2026

Our top ten news stories from 12 February 2026 to 19 February 2026

Feb 20 2026


The Short Report – 19 Feb 2026

FNArena’s weekly update on short positions in the Australian share market

Feb 19 2026

Weekly Update On LICs & LITs – 16-Feb-2026

Weekly update of Listed Investment Companies (LICs) & Listed Investment Trusts (LITs) on the ASX

Feb 17 2026

Uranium Week: Yellow Cake Raises US$110m

As volatility eased the U308 spot priced moved higher while Yellow Cake Plc’s capital raising exceeded expectations and it remains an “opportunistic buyer”

Feb 17 2026


Australian Listed Real Estate Tables – 16-02-2026

FNArena provides a weekly update of Australian listed real estate trusts (REIT) and property developers, current pricing yield and valuation data

Feb 16 2026

Weekly Ratings, Targets, Forecast Changes – 13-02-26

Weekly update on stockbroker recommendation, target price, and earnings forecast changes

Feb 16 2026

Next Week At A Glance – 16-20 Feb 2026

A brief look at important company events and economic data releases next week

Feb 13 2026


9K Followers
26K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Barrenjoey on Telix Pharmaceuticals $TLX: "TLX has delivered FY25 EBITDA in line with B*e but 8% below cons. "As known, PSMA PET drove the majority of sales ($622m of $804m group). Segmentally, the diagnostics business supports profitability (Precision EBITDA $216m; +6% B*e)
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on Megaport $MP1: "Megaport reported underlying EBITDA of $35 million, up +28% yoy and +9%/+28% ahead of CitiE/VA consensus. "The beat vs. us was primarily driven by lower opex. Note that capex of $34 million was higher than our forecast of $25 million but capitalised
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Mineral Resources $MIN: "1H26 delivered broadly in line with RBCe at EBITDA, with a modest beat to consensus driven by Mining Services and lower central costs. "Iron Ore was weaker than expected, though Onslow continues to operate at nameplate with costs tracking
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Citi on $QBE Insurance: "Strong result (4% beat) with better GWP, COR, investment earnings and dividend. FY26 COR bridge likely a key focus "QBE's FY25 reported NPAT of US$2,157m is ahead of our US$2,067m est and VA consensus US$2,072m. Core EPS of US140cps beat our forecasts by
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
RBC Capital on Guzman y Gomez $GYG: "AU segment and US comp sales missed RBCe and Cons. "No first 7 weeks disclosed for Australia, though qualitative commentary suggesting some potential modest improvement into 3Q - we forecast 4.80% comp sales in 2H26 for AU segment with cons
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Universal Store $UNI: "UNI's 1H26 was ahead of expectations for all key financial metrics: revenue (+2.9%), gross profit (+3.7%) and EBITDA (+3.9%). "Pleasingly, the company has delivered on top-line expectations while expanding gross margins (+151 bps y/y), a
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Citi on Charter Hall $CHC: "1H26 first take: Solid earnings beat and FY26 guidance raise highlights favourable backdrop. Buy" #stockinfocus #XJO #equities #investing
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on $PLS Group: "A clean operational half with improving cash generation and strengthened liquidity. "We see this as a transition period, with FCF increasing and growth optionality returning, but sustained re-rating remains tied to lithium price durability and
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Citi on Goodman Group $GMG: "Goodman Group's results announcement emphasizes a significant strengthening of its data centre pipeline and robust operational performance. "Data centres now constitute a dominant 73% of the development Work In Progress (WIP), which stands at $14.4
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Brambles $BXB: "Brambles (BXB) has delivered a solid 1H26 result, with Underlying EBIT +10% yoy to $792m (+1%/+2% to RBCe/Cons). BXB has declared a interim dividend of US23cps (20% franked) ahead of RBCe/Consensus US21.8/21.3cps. "Result quality was good, with:
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    22 February 2026   Updated : 07:42   AEDT

    SPI Overnight

    9004.00

    -43.00

    -0.48%

    NZ50

    13308.520

    -135.680

    -1.010%

    All Ordinaries

    9303.20

    -13.40

    -0.14%

    S&P ASX 200

    9081.40

    -4.80

    -0.05%

    S&P ASX 300

    9017.50

    -7.20

    -0.08%

    Communication Services

    1686.40

    -10.90

    -0.64%

    Consumer Discretionary

    3820.50

    -55.70

    -1.44%

    Consumer Staples

    11917.40

    -173.90

    -1.44%

    Energy

    9562.70

    +64.30

    0.68%

    Financials

    10081.60

    +71.90

    0.72%

    Health Care

    30298.40

    -95.50

    -0.31%

    Industrials

    8569.80

    +37.60

    0.44%

    Info Technology

    1741.10

    -42.40

    -2.38%

    Materials

    23592.80

    -165.00

    -0.69%

    Real Estate

    3758.70

    +25.30

    0.68%

    Utilities

    10234.60

    +74.40

    0.73%

    A-REITs

    1730.30

    +11.80

    0.69%

    All Technology Index

    2767.30

    -39.90

    -1.42%

    Banks

    4532.00

    +40.30

    0.90%

    Gold Index

    20337.10

    -53.00

    -0.26%

    Metals & Mining

    8113.10

    -56.10

    -0.69%

    Click item/line to change chart

  • Australasia

    22 February 2026   Updated : 07:42   AEDT

    AUD/USD

    0.7079

    0.00

    0.00%

    AUD/NZD

    1.1794

    0.00

    0.00%

    NZD/USD

    0.5988

    0.00

    0.00%

    AUD/JPY

    109.47

    0.00

    0.00%

    SGD/AUD

    1.12

    0.00

    0.00%

    AUD/EUR

    0.5991

    0.00

    0.00%

    AUD/GBP

    0.5233

    0.00

    0.00%

    AUDCAD

    0.9687

    0.00

    0.00%

  • World

    22 February 2026   Updated : 07:42   AEDT

    CAD/USD

    0.7306

    0.00

    0.00%

    EUR/JPY

    182.78

    0.00

    0.00%

    EUR/USD

    1.1782

    0.00

    0.00%

    GBP/USD

    1.3479

    0.00

    0.00%

    USD/JPY

    154.98

    0.00

    0.00%

    Click item/line to change chart

  • World

    22 February 2026   Updated : 07:42   AEDT

    FTSE100

    10686.89

    +59.85

    0.56%

    DAX30

    25260.69

    +217.12

    0.87%

    Hang Seng

    26413.35

    -292.59

    -1.10%

    Nikkei 225

    56825.70

    -642.13

    -1.12%

    NZ50

    13308.520

    -135.680

    -1.010%

    DJIA

    49625.97

    +230.81

    0.47%

    S&P500

    6909.51

    +47.62

    0.69%

    Nasdaq Comp

    22886.07

    +203.34

    0.90%

    S&P500 VIX

    19.09

    -1.14

    -5.64%

    US 10-year yield

    4.086

    +0.011

    0.270%

    USD Index

    97.82

    +0.17

    0.17%

  • Aus Stocks

    22 February 2026   Updated : 07:42   AEDT

    Amcor (US)

    50.49

    +0.96

    1.94%

    Newmont (US)

    122.13

    -3.27

    -2.61%

    Rio Tinto (UK)

    7146.00

    +28.00

    0.39%

    BHP Group (US)

    76.82

    +1.75

    2.33%

    Rio Tinto (US)

    97.09

    +0.75

    0.78%

    ResMed (US)

    259.12

    +2.83

    1.10%

    South32 (UK)

    231.50

    +0.50

    0.22%

    James Hardie (US)

    25.08

    +0.17

    0.68%

    Janus Henderson (US)

    50.20

    +1.16

    2.37%

    Click item/line to change chart

  • Metals & Minerals

    20 February 2026   Updated : 08:06   AEDT

    Gold (oz)

    5018.04

    +14.38

    0.29%

    Silver (oz)

    78.22

    +1.04

    1.35%

    Copper (lb)

    5.7615

    -0.02

    -0.31%

    Aluminium (lb)

    1.3938

    -0.01

    -0.41%

    Nickel (lb)

    7.5597

    0.00

    0.00%

    Zinc (lb)

    1.5159

    -0.02

    -0.98%

    Copper (t)

    12708.26

    -28.21

    -0.22%

    Aluminium (t)

    3071.85

    -12.65

    -0.41%

    Nickel (t)

    16661.50

    0.00

    0.00%

    Zinc (t)

    3341.10

    -33.05

    -0.98%

    Uranium (lb) weekly

    88.50

    +2.50

    2.91%

    Iron Ore (t)

    99.61

    -0.13

    -0.13%

  • Energy

    20 February 2026   Updated : 08:06   AEDT

    West Texas Crude

    66.64

    +1.44

    2.21%

    Brent Crude

    71.91

    +1.45

    2.06%

CALENDAR

Monday, 23 February 2026
ABB1H26 Earnings
ADH1H26 Earnings
ALDFY25 Earnings
ANNex-div 37.54c
CNU1H26 Earnings
DTL1H26 Earnings
EBTearnings report
GNE1H26 Earnings
IMD1H26 Earnings
IPG1H26 Earnings
LAUearnings report
LFGearnings report
LLC1H26 Earnings

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$25.44

REAREA GROUP LIMITED

market icon down$162.00

RMDRESMED INC

market icon down$36.30

TNETECHNOLOGY ONE LIMITED

market icon up$24.75

WOWWOOLWORTHS GROUP LIMITED

market icon down$31.23

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FNARENA TALKS

FNARENA WINDOWS

Window on COPPER

Beyond Capstone Copper’s Guidance Shock

After meeting 2025 guidance, Capstone Copper has surprised with much weaker 2026 production, cost and capex guidance

Feb 20 2026


Window on MINING

BHP Crowns Itself The Asset Savvy Copper King

BHP Group’s first half copper earnings exceeded those of iron ore for the first time, with a much lauded silver deal as unexpected bonus

Feb 19 2026


Window on WEALTH MANAGEMENT & INVESTMENTS

Was AMP’s Punishment Too Much?

AMP’s second half result, 2026 guidance and a lack of buyback sent the stock tumbling, but this has led brokers to upgrade to unanimous Buy ratings on valuation

Feb 18 2026


GEN AI

Rudi’s View: Is Higher Volatility Now A Permanent Feature?

At times, it’s the most difficult question to answer: if it’s such a great company, how come its shares keep falling?

Feb 18 2026


FEATURE STORIES

Australian Banks: Coming Home To Roost

Australia’s major banks once again largely met consensus forecasts in the November reporting season. The sector also has finally seen the sell-off warned of all year

Nov 27 2025