FINANCIAL NEWS

FNArena Corporate Results Monitor – 05-02-2026

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

12:53 PM


Australian Broker Call *Extra* Edition – Feb 05, 2026

Extra Edition of the Broker Call Report

11:25 AM


The Short Report – 05 Feb 2026

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

10:30 AM


Is AI Nemesis Or Opportunity For Xero?

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

10:00 AM


The Overnight Report: Nasdaq Down, Dow Up

A global perspective on what happened overnight

8:42 AM


Shaw and Partners rates IOD as Initiation of coverage with Buy

Shaw and Partners initiates coverage of IODM with a Buy rating, High risk and 23c target price. The company is a leading provider of accounts receivable automation software.

IODM works with FX payment partners and shares FX revenue from international students paying tuition and accommodation fees to universities. The company has 20 universities in the UK and is expanding into the US, Canada, Japan, Mexico and South America.

The analyst forecasts CAGR revenue growth of 47%-plus through FY25-FY28, with cost CAGR growth of 8%, and expects the company to be free cash flow positive in FY27 and cash earnings (EBITDA) positive by FY28 onwards.

Bell Potter rates JIN as Hold

Jumbo Interactive published a preliminary 1H26 update, which pointed to a strong 1H26, with underlying EBITDA of $37.5m, up 22.6% y/y, beating consensus, Bell Potter highlights.

The outcome was driven by acquisitions, resilient Australian performance, SaaS growth, Managed Services recovery, and strength in Dream Car Giveaways UK.

Growth in SaaS, Managed Services and proprietary/charity products lifted non-Lottery Corp ((TLC)) revenue to 39%. However, weaker-than-expected Lotteries TTV points to potential market share or digital penetration pressures, the broker cautions.

FY26 EPS forecast downgraded by -4% but FY26 lifted by 4%, reflecting softer jackpots and higher costs. Target cut to $10.80 from $12.80 on a higher asset beta amid rising AI-related risks for software businesses.

Hold remains.

Citi rates LLC as Buy

Citi notes Lendlease Group made late-year progress on key priorities through asset sales and development wins, but there are delays, particularly in the sale of the Australian retirement business.

The broker is encouraged by the late-year progress, but the pushback in buybacks and higher costs resulted in a downgrade of FY26 earnings forecasts. The broker highlights that the pressures are reflected in recent share price weakness, and it was always known FY26 would be challenging for Lendlease.

Buy retained, with a lower target of $6.30 from $6.70. FY26 EPS forecast cut by -28% but expectation remains for earnings recovery in FY27 on One Circular Quay project.

Click here to see full report market arrow icon

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

$37.07

04 Feb
2026

market green arrow 0.290

OPEN

$36.35

market green arrow 0.79%

HIGH

$37.37

4,951,566

LOW

$36.10

TARGET
$35.028-5.5% 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 198.2 244.0 xxx
DPS (cps)xxx 166.0 167.2 xxx
EPS Growthxxx - 9.1% 23.1% xxx
DPS Growthxxx 0.0% 0.7% xxx
PE Ratioxxx N/A 15.4 xxx
Dividend Yieldxxx N/A 4.4% xxx
Div Pay Ratio(%)xxx 83.8% 68.5% xxx

FOLLOW US ON SOCIAL MEDIA

9K Followers
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@Filapek
Rudi Filapek-Vandyck@Filapek
5h
RBC Capital: "The Australian Defence Force property audit has highlighted the re-distribution of capital from Southern States to the Northern Territory and Queensland via property sales. "The audit also noted that HMAS Stirling (Western Australia) is expected to have $8bn spent
@Filapek
Rudi Filapek-Vandyck@Filapek
1d
Goldman Sachs on Amcor $AMC: "Amcor Plc First Take: 2Q supported by lower tax, but FY reiterated & consensus at the bottom of the range. Buy"#stockinfocus#XJO#equities#investing
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital on Xero $XRO: Positive update with new information being (1) Melio breakeven appears 6 months earlier than RBCe at 2H28 vs 1H29 RBCe; (2) Management will provide better disclosure in May at FY26 result with an adjusted EBITDA guide and provide an FY27 revenue guide
@Filapek
Rudi Filapek-Vandyck@Filapek
2d
RBC Capital: "On valuation grounds we have downgraded Ventia (VNT) to Sector Perform (prev. Outperform). "VNT's share price is up 51% in 12 months whilst its PE multiple has expanded to 19.0x from 14.4x 12 months ago against a flatter FY26 earnings outlook than what we have
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Just in case anyone thought a hike by the RBA this month is a fait accompli, here's Morgan Stanley: "We think the RBA will hold rates in February, against market and consensus expectations. "Inflation is above target but decelerating, with signs of slowing economic momentum
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
Canaccord Genuity on Australian #gold stocks: "While the recent share price weakness in gold stocks may ultimately prove short term, many of the current ASX100 and ASX300 addition candidates are gold names. "As such, we believe Monday is likely to see notable share price moves
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
RBC Capital on $KMD Brands: "KMD's trading update was positive insofar as i) 1H26 to date sales growth is tracking ahead of expectations across all segments and ii) gross margins are tracking ahead of expectations with contraction decelerating over the course of the half (1Q26:
@Filapek
Rudi Filapek-Vandyck@Filapek
3d
The RBA stands ready to cut its cash rate this week, according to press release that just entered our inbox. Me thinks someone is about to pick up the phone and shout at the PR guys responsible. Ah, there you go... correction just came in 😉
@Filapek
Rudi Filapek-Vandyck@Filapek
6d
RBC Capital: "PLS reported a better than expected result. Realised spodumene prices were well above both RBCe and consensus, driving a sharp rebound in operating cash margins and underpinning strong cash generation. "Operationally, production was broadly in-line on planned mine
FIND FNARENA ON

DAILY FINANCIAL NEWS

FNArena Corporate Results Monitor – 05-02-2026

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

12:53 PM - Australia


Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

10:00 AM - Australia


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

Feb 04 2026 - Australia


A blow-off top in gold’s parabolic rally is unsurprising. Analysts suggest the drivers of the rally to date are unchanged, and a sell-off provides opportunities in Australian gold miners

Feb 04 2026 - Commodities


The rotation in resources away from technology stocks gathered momentum in January, boosted by positive narratives, currency tailwinds and higher commodity prices

Feb 04 2026 - Australia


Tony Sycamore, Market Analyst, IG shares his technical views on the Nasdaq, ASX200, gold and crude oil

Feb 04 2026 - Technicals


rudi fnarena picture

RUDI'S VIEWS

Rudi’s View: Many February Uncertainties

2026’s February results season offers more for investors to consider than simply earnings and outlook statements

Feb 04 2026

DAILY MARKET REPORTS

Australian Broker Call *Extra* Edition – Feb 05, 2026

Extra Edition of the Broker Call Report

11:25 AM


The Overnight Report: Nasdaq Down, Dow Up

A global perspective on what happened overnight

8:42 AM


Today’s Financial Calendar – 05-02-2026

Significant Scheduled Events For 05 February, 2026

8:15 AM


ASX Winners And Losers Of Today – 04-02-26

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

Feb 04 2026


The Overnight Report: Sell Software, Buy Gold

A global perspective on what happened overnight

Feb 04 2026


Today’s Financial Calendar – 04-02-2026

Significant Scheduled Events For 04 February, 2026

Feb 04 2026


ASX Winners And Losers Of Today – 03-02-26

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

Feb 03 2026


WEEKLY REPORTS

The Short Report – 05 Feb 2026

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

10:30 AM

Uranium Week: Back Above US$100lb

Sprott capital raising results in a U308 spot market buying spree, taking local uranium stocks along for the ride

Feb 03 2026

Weekly Update On LICs & LITs – 03-Feb-2026

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

Feb 03 2026


Australian Listed Real Estate Tables – 02-02-2026

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

Feb 02 2026

Weekly Ratings, Targets, Forecast Changes – 30-01-26

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

Feb 02 2026

Next Week At A Glance – 3-6 Feb 2026

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

Jan 30 2026


In Case You Missed It – BC Extra Upgrades & Downgrades – 30-01-26

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

Jan 30 2026

Weekly Top Ten News Stories – 30 January 2026

Our top ten news stories from 22 January 2026 to 29 January 2026

Jan 30 2026

In Brief: Supply Network, AUB Group & Pantoro

Two sold off stocks come onto brokers’ radar with positive structural tailwinds, while Pantoro is unhedged and reaping the gains of higher gold prices

Jan 30 2026


9K Followers
25.9K Posts
@Filapek
Rudi Filapek-Vandyck @Filapek
5h
RBC Capital: "The Australian Defence Force property audit has highlighted the re-distribution of capital from Southern States to the Northern Territory and Queensland via property sales. "The audit also noted that HMAS Stirling (Western Australia) is expected to have $8bn spent
@Filapek
Rudi Filapek-Vandyck @Filapek
1d
Goldman Sachs on Amcor $AMC: "Amcor Plc First Take: 2Q supported by lower tax, but FY reiterated & consensus at the bottom of the range. Buy" #stockinfocus #XJO #equities #investing
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
Tweet media
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital on Xero $XRO: Positive update with new information being (1) Melio breakeven appears 6 months earlier than RBCe at 2H28 vs 1H29 RBCe; (2) Management will provide better disclosure in May at FY26 result with an adjusted EBITDA guide and provide an FY27 revenue guide
@Filapek
Rudi Filapek-Vandyck @Filapek
2d
RBC Capital: "On valuation grounds we have downgraded Ventia (VNT) to Sector Perform (prev. Outperform). "VNT's share price is up 51% in 12 months whilst its PE multiple has expanded to 19.0x from 14.4x 12 months ago against a flatter FY26 earnings outlook than what we have
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
Just in case anyone thought a hike by the RBA this month is a fait accompli, here's Morgan Stanley: "We think the RBA will hold rates in February, against market and consensus expectations. "Inflation is above target but decelerating, with signs of slowing economic momentum
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
Canaccord Genuity on Australian #gold stocks: "While the recent share price weakness in gold stocks may ultimately prove short term, many of the current ASX100 and ASX300 addition candidates are gold names. "As such, we believe Monday is likely to see notable share price moves
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
RBC Capital on $KMD Brands: "KMD's trading update was positive insofar as i) 1H26 to date sales growth is tracking ahead of expectations across all segments and ii) gross margins are tracking ahead of expectations with contraction decelerating over the course of the half (1Q26:
@Filapek
Rudi Filapek-Vandyck @Filapek
3d
The RBA stands ready to cut its cash rate this week, according to press release that just entered our inbox. Me thinks someone is about to pick up the phone and shout at the PR guys responsible. Ah, there you go... correction just came in 😉
@Filapek
Rudi Filapek-Vandyck @Filapek
6d
RBC Capital: "PLS reported a better than expected result. Realised spodumene prices were well above both RBCe and consensus, driving a sharp rebound in operating cash margins and underpinning strong cash generation. "Operationally, production was broadly in-line on planned mine
FIND FNARENA ON

THE MARKETS

    Click item/line to change chart

  • Australia

    05 February 2026   Updated : 16:12   AEDT

    SPI Overnight

    8860.00

    -34.00

    -0.38%

    NZ50

    13444.020

    -23.270

    -0.170%

    All Ordinaries

    9156.90

    -47.70

    -0.52%

    S&P ASX 200

    8891.50

    -36.30

    -0.41%

    S&P ASX 300

    8840.20

    -39.30

    -0.44%

    Communication Services

    1689.30

    +4.40

    0.26%

    Consumer Discretionary

    3993.40

    +47.10

    1.19%

    Consumer Staples

    11942.40

    +100.00

    0.84%

    Energy

    9340.30

    -131.10

    -1.38%

    Financials

    9426.80

    +80.20

    0.86%

    Health Care

    34081.30

    +118.00

    0.35%

    Industrials

    8338.80

    +5.60

    0.07%

    Info Technology

    1786.80

    -2.40

    -0.13%

    Materials

    22940.40

    -739.70

    -3.12%

    Real Estate

    3825.50

    +1.30

    0.03%

    Utilities

    9430.90

    +16.30

    0.17%

    A-REITs

    1762.90

    +0.50

    0.03%

    All Technology Index

    2914.70

    +0.30

    0.01%

    Banks

    4126.90

    +36.40

    0.89%

    Gold Index

    19688.00

    -900.40

    -4.37%

    Metals & Mining

    7887.30

    -284.50

    -3.48%

    Click item/line to change chart

  • Australasia

    05 February 2026   Updated : 16:12   AEDT

    AUD/USD

    0.6968

    -0.01

    -0.97%

    AUD/NZD

    1.1643

    0.00

    -0.01%

    NZD/USD

    0.5985

    -0.01

    -0.94%

    AUD/JPY

    109.29

    -0.78

    -0.71%

    SGD/AUD

    1.13

    +0.01

    0.65%

    AUD/EUR

    0.5911

    0.00

    -0.64%

    AUD/GBP

    0.5114

    0.00

    -0.25%

    AUDCAD

    0.9537

    -0.01

    -0.61%

  • World

    05 February 2026   Updated : 16:12   AEDT

    CAD/USD

    0.7307

    0.00

    -0.37%

    EUR/JPY

    184.88

    -0.16

    -0.09%

    EUR/USD

    1.1788

    0.00

    -0.33%

    GBP/USD

    1.3626

    -0.01

    -0.72%

    USD/JPY

    156.85

    +0.41

    0.26%

    Click item/line to change chart

  • World

    05 February 2026   Updated : 16:12   AEDT

    FTSE100

    10402.34

    +87.75

    0.85%

    DAX30

    24603.04

    -177.75

    -0.72%

    Hang Seng

    26497.84

    -349.48

    -1.30%

    Nikkei 225

    53880.52

    -412.84

    -0.76%

    NZ50

    13444.020

    -23.270

    -0.170%

    DJIA

    49501.30

    +260.31

    0.53%

    S&P500

    6882.72

    -35.09

    -0.51%

    Nasdaq Comp

    22904.58

    -350.61

    -1.51%

    S&P500 VIX

    18.64

    +0.64

    3.56%

    US 10-year yield

    4.275

    +0.001

    0.020%

    USD Index

    97.53

    +0.28

    0.29%

  • Aus Stocks

    05 February 2026   Updated : 16:12   AEDT

    Amcor (US)

    48.56

    +3.64

    8.10%

    Newmont (US)

    116.85

    -0.29

    -0.25%

    Rio Tinto (UK)

    7183.00

    +145.00

    2.06%

    BHP Group (US)

    72.22

    -0.52

    -0.71%

    Rio Tinto (US)

    96.48

    +0.11

    0.11%

    ResMed (US)

    263.03

    +11.62

    4.62%

    South32 (UK)

    240.50

    +7.00

    3.00%

    James Hardie (US)

    23.44

    -0.11

    -0.47%

    Janus Henderson (US)

    48.15

    +0.03

    0.06%

    Click item/line to change chart

  • Metals & Minerals

    05 February 2026   Updated : 08:07   AEDT

    Gold (oz)

    4973.51

    +0.20

    0.00%

    Silver (oz)

    87.12

    +1.79

    2.09%

    Copper (lb)

    5.8935

    -0.20

    -3.29%

    Aluminium (lb)

    1.3848

    -0.02

    -1.71%

    Nickel (lb)

    7.7911

    +0.29

    3.84%

    Zinc (lb)

    1.5042

    -0.01

    -0.40%

    Copper (t)

    12992.14

    -439.04

    -3.27%

    Aluminium (t)

    3052.15

    -53.00

    -1.71%

    Nickel (t)

    17171.50

    +635.00

    3.84%

    Zinc (t)

    3315.30

    -13.20

    -0.40%

    Uranium (lb) weekly

    100.00

    +12.00

    13.64%

    Iron Ore (t)

    102.17

    +0.01

    0.01%

  • Energy

    05 February 2026   Updated : 08:07   AEDT

    West Texas Crude

    64.39

    +0.34

    0.53%

    Brent Crude

    68.58

    +0.43

    0.63%

CALENDAR

Thursday, 5 February 2026
AU Dec Trade Balance
EZ ECB MonPol Decision
UK BOE MonPol Decision
US Dec/2025 Trade Balance
US Weekly Jobless Claims
BPT1H26 Earnings
Friday, 6 February 2026
CQR1H26 Earnings
NWS2Q26 Earnings
REA1H26 Earnings
Monday, 9 February 2026
AU Dec Household Spending
CAR1H26 Earnings

ALL WEATHER STOCKS

CodeCompanyPrice
CARCAR GROUP LIMITED

market icon down$25.56

REAREA GROUP LIMITED

market icon up$182.35

RMDRESMED INC

market icon up$37.56

TNETECHNOLOGY ONE LIMITED

market icon up$23.09

WOWWOOLWORTHS GROUP LIMITED

market icon up$31.59

WEEKLY PDF

Stories To Read From FNArena


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FNARENA TALKS

FNARENA WINDOWS

Window on ACCOUNTANCY

Is AI Nemesis Or Opportunity For Xero?

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

10:00 AM


Window on GOLD & SILVER

Why Gold Beats Bitcoin & ASX Opportunities

A blow-off top in gold’s parabolic rally is unsurprising. Analysts suggest the drivers of the rally to date are unchanged, and a sell-off provides opportunities in Australian gold miners

Feb 04 2026


Window on URANIUM

Uranium Week: Back Above US$100lb

Sprott capital raising results in a U308 spot market buying spree, taking local uranium stocks along for the ride

Feb 03 2026


GEN AI

Is AI Nemesis Or Opportunity For Xero?

Xero’s latest presentation addressed central concerns around AI monetisation, disruption and a stronger growth outlook for recently acquired Melio, but markets globally are in the grip of collective AI disruption angst

10:00 AM


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