FEBRUARY 2026 REPORTING SEASON

A secure 5% yield, 3–7% dividend growth, minimal operating risk. IML's Michael O'Neill shares why Dalrymple Bay remains a conviction holding

Woodside posted record production and a surprise 11% dividend boost, but investor focus must turn to the delivery of its megaprojects.

It’s Forager’s largest holding - and after this result, the conviction in Cuscal is only strengthening.

Another turbulent reporting season has already thrown up opportunities for investors.

Austal is starting to look attractive after a ~35% dip from January record highs as global defence spending continues to soar.

Skip the noise. Enjoy calm and clarity with private credit during the ASX reporting‑season rollercoaster. Boring really is beautiful.

CEO Adam Watson outlines how capital discipline and energy demand are driving APA’s expansion plans.

Read on to find the ratings, consensus price targets, and FNArena insights on each stock covered.

Reporting season has taken a positive turn - Market Partners' James Gerrish breaks it down for us

Record earnings are in. Now investors are focused on execution, balance sheet repair and what comes next for MIN.