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BROKER CALL

Steady As She Goes For BHP

Production beats and misses across the portfolio led BHP Group to a largely in-line result, with FY26 guidance little changed

11:32 AM

ASX Winners And Losers Of Today – 27-04-26

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

6:35 PM

AI’s Power Demand Is Rewiring Global Markets

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

1:34 PM

Australian Listed Real Estate Tables – 27-04-2026

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

11:13 AM

Australian Broker Call Extra Edition – Apr 27, 2026

Extra Edition of the Broker Call Report

10:57 AM

Bell Potter rates PLS as Hold

PLS Group announced record quarterly spodumene concentrate production, Bell Potter highlights, with 3Q26 production of 232kt, higher than the analyst's forecast of 213kt, and sales of 196kt, which missed expectations.

Notably, higher lithium prices are helping to generate robust cash flow and earnings, the analyst explains, with free cash flow of around $375m over the period.

Unit costs fell -11% q/q and were below forecasts, but in the June quarter the broker flags a rise in costs with the restarts of Ngungaju plant.

The lithium producer settled a US$600m Senior Unsecured Notes issue at 6.875% due 2031.

Target price is lifted to $5.50 from $4.60. No change to Hold rating. EPS forecasts are raised by 32% for FY26 and 43% for FY27.

Citi rates SUN as Neutral

Citi highlights Suncorp Group's introduction of five-year aggregate reinsurance cover as a key step in reducing earnings volatility, with the cost broadly offset and no impact on underlying margins.

The arrangement caps annual natural hazard losses above a threshold, improving downside protection and enabling a modest ($100m) capital release, the analysts explain.

While top-line growth is impacted by New Zealand gross written premium (GWP) disappointment and FX movements, the broker notes more favourable hazard experience expected in 2H26.

Citi retains a Neutral rating and raises its target to $17.50 from $16.75, reflecting reduced earnings volatility and updated assumptions.

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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 PRICE	CHANGE +/-	CHANGE %	VOLUME
$36.23 24 Apr 2026	0.090 OPEN $36.28	0.25% HIGH $36.36	3,679,471 LOW $35.85

LAST PRICE

CHANGE +/-

CHANGE %

VOLUME

$36.23

24 Apr
2026

market green arrow 0.090

OPEN

$36.28

market green arrow 0.25%

HIGH

$36.36

3,679,471

LOW

$35.85

TARGET
$35.253-2.7% downside
Franking for last dividend paid out: 70%

FNARENA'S MARKET CONSENSUS FORECASTS

Title	FY24 Actual	FY25 Actual	FY26 Forecast	FY27 Forecast
EPS (cps)	xxx	198.2	245.8	xxx
DPS (cps)	xxx	166.0	167.2	xxx
EPS Growth	xxx	- 9.1%	24.0%	xxx
DPS Growth	xxx	0.0%	0.7%	xxx
PE Ratio	xxx	N/A	14.6	xxx
Dividend Yield	xxx	N/A	4.7%	xxx
Div Pay Ratio(%)	xxx	83.8%	68.0%	xxx

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RBC Capital on Megaport $MP1: "Megaport announced that https://t.co/fH540D22t3 secured a 3-year US$25.1m (A$35.4m) compute contract expected to commence 1H27, increasing ARR by A$11.8m (+31%) to A$82.7m, to provide compute/storage for an unlisted US-based high-growth technology

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RBC Capital on Cochlear $COH: "COH's trading update and large FY26 guidance downgrade raises concerns about industry growth, COH's market share, and the company's growth potential. "While we acknowledge there are few near-term catalysts to drive a re-rating, we maintain an

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Citi on Generation Development $GDG: "GDG’s 3Q was mixed, with weaker net flows in managed accounts while investment bonds & Lonsec continue to outperform. "Encouragingly, the net flows miss is mainly timing driven, with GDG now confirming the >$1.5bn mandate transition has

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Jarden on Cochlear $COH: "COH confirmed our expectation of earnings risk to 2H26E with a staggering U/L NPAT guidance downgrade of -23.5% at midpoint. "The issue seems to be largely in the Cochlear implant segment with developed markets softening, Middle East disruption,

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RBC Capital on $BHP GRoup: "This was better than it looks, but not clean. Iron ore did the heavy lifting. Realised pricing came in stronger than expected, supported by favourable mix and solid marketing execution. "That strength masks what was otherwise a more mixed operational

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Citi on Treasury Wine Estates $TWE: "Treasury has delivered a positive update this morning which featured i) the reiteration of FY26 earnings guidance, ii) a seemingly favourable depletions update, and iii) confirmation that the company has established new debt commitments

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Macquarie on Lynas Rare Earths $LYC: "LYC’s 3QFY26 result was weak, with both REO production and sales missing expectations by 19%. "NdPr production also missed, 8% below VA. Realised prices were largely flat QoQ despite a strengthening NdPr market, which LYC attributed to

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DAILY FINANCIAL NEWS

AI’s Power Demand Is Rewiring Global Markets

Analysts are increasingly toying with the idea that the AI infrastructure build out might just herald the next super cycle for commodities

1:34 PM - Commodities

Steady As She Goes For BHP

Production beats and misses across the portfolio led BHP Group to a largely in-line result, with FY26 guidance little changed

11:32 AM - Commodities

The Market In Numbers – 25 Apr 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

Apr 25 2026 - Australia

Cleanaway Eyes Margin Growth, Cash Upside

Analysts see Cleanaway Waste Management’s updated strategy as positioning the company for earnings upside

Apr 24 2026 - Australia

Cochlear’s Shock Downgrade Raises Concerns

Cochlear’s shock downgrade has challenged the long-held assumption the company is immune to economic cycles

Apr 23 2026 - Australia

George Noble Interview: Investing For The Future

Investing legend George Noble recently chatted with FNArena’s Danielle Ecuyer to breakdown how equity markets have changed, how investors can navigate the noise and volatility, and the investment themes (and stocks) he likes

Apr 23 2026 - International

Copper Offsets Iron Ore For Rio Tinto

Apr 22 2026 - Commodities

The $24bn Digital Finance Revolution In Australia

Apr 22 2026 - Australia

Technical Views On Nasdaq, ASX200 & Oil

Apr 22 2026 - Technicals

Zip Co Riding Out The Storm

Apr 21 2026 - Small Caps

Australia’s Low Productivity Meets Energy Shock

Apr 21 2026 - Australia

Rio Tinto Shares Look Poised

Apr 21 2026 - Technicals

Undervalued Kelsian Finds Its Way Back

Apr 20 2026 - Small Caps

The Biotech ‘Industrialisation’

Apr 20 2026 - Small Caps

The Market In Numbers – 18 Apr 2026

Apr 18 2026 - Australia

The Rise Of State-Led Capital In Southeast Asia

Apr 16 2026 - International

ASIC Watch: Reporting Failures Draw $1.1m In Single-Day Fines

Apr 16 2026 - Australia

Dalrymple Bay’s Utility Appeal

Apr 16 2026 - Small Caps

PR NEWSWIRE

KuCoin Launches KuCard on Mastercard’s Global Network in Australia, Advancing Real-World Crypto Payments

Apr 24 2026 - PR NewsWire

MINJUVI® (tafasitamab) for Relapsed or Refractory Follicular Lymphoma Approved in Australia

Apr 23 2026 - PR NewsWire

Palantir and AIP Specialist Firm, Vanyar, Launches

Apr 23 2026 - PR NewsWire

TMGM Reports Record USD 3 Trillion Trading Volume in March 2026

Apr 23 2026 - PR NewsWire

Which ‘money type’ are you? New research maps financial habits of young Australians

Apr 23 2026 - PR NewsWire

Experion and Toshiba Deepen Partnership to Cut Claims Turnaround by 40-60% for Australian Supply Chains

Apr 23 2026 - PR NewsWire

RUDI'S VIEWS

Rudi’s View: Best Buys & Conviction Calls

Conviction Buys and sector favourites; for those investors looking to amend strategies and portfolio exposures

Apr 23 2026

DAILY MARKET REPORTS

ASX Winners And Losers Of Today – 27-04-26

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

6:35 PM

Australian Broker Call Extra Edition – Apr 27, 2026

Extra Edition of the Broker Call Report

10:57 AM

The Monday Report – 27 April 2026

Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead

8:44 AM

Today’s Financial Calendar – 27-04-2026

Significant Scheduled Events For 27 April, 2026

8:15 AM

ASX Winners And Losers Of Today – 24-04-26

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

Apr 24 2026

The Overnight Report: SaaS Drags On Nasdaq

A global perspective on what happened overnight

Apr 24 2026

Today’s Financial Calendar – 24-04-2026

Significant Scheduled Events For 24 April, 2026

Apr 24 2026

WEEKLY REPORTS

Australian Listed Real Estate Tables – 27-04-2026

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

11:13 AM

Weekly Ratings, Targets, Forecast Changes – 24-04-26

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

10:00 AM

Next Week At A Glance – 27-24 Apr 2026

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

Apr 24 2026

In Case You Missed It – BC Extra Upgrades & Downgrades – 24-04-26

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

Apr 24 2026

Weekly Top Ten News Stories – 24 April 2026

Our top ten news stories from 16 April 2026 to 23 April 2026

Apr 24 2026

In Brief: Light & Wonder, Playside Studios, Latrobe Magnesium

This week’s In Brief looks at two gaming stocks poised for a re-rating and a burgeoning manganese producer to plug a critical mineral supply chain risk

Apr 24 2026

The Short Report – 23 Apr 2026

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

Apr 23 2026

Weekly Update On LICs & LITs – 21-Apr-2026

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

Apr 21 2026

Uranium Week: Sprott Joins Risk On Rally

Uranium markets and equities were scooped up in the global risk-on rally out of cash into assets with Sprott raising cash and deploying it

Apr 21 2026

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Click item/line to change chart

Australia
27 April 2026 Updated : 20:12 AEDT
SPI Overnight
8798.00
-3.00
-0.03%
NZ50
12874.940
-9.990
-0.080%
All Ordinaries
8990.80
-15.60
-0.17%

S&P ASX 200
8766.40
-20.10
-0.23%
S&P ASX 300
8702.30
-17.40
-0.20%
Communication Services
1727.80
-20.90
-1.20%
Consumer Discretionary
3457.60
-3.20
-0.09%
Consumer Staples
12791.40
-77.00
-0.60%
Energy
10650.30
-203.10
-1.87%
Financials
9517.40
-44.80
-0.47%
Health Care
26154.00
+18.50
0.07%
Industrials
7971.10
-5.60
-0.07%
Info Technology
1774.40
-16.90
-0.94%
Materials
23617.10
+148.80
0.63%
Real Estate
3526.70
-5.40
-0.15%
Utilities
10358.30
-299.90
-2.81%
A-REITs
1632.10
-2.20
-0.13%
All Technology Index
2828.60
-21.40
-0.75%
Banks
4138.70
-18.60
-0.45%
Gold Index
18078.80
+289.80
1.63%
Metals & Mining
8206.80
+60.60
0.74%

Click item/line to change chart

Australasia
27 April 2026 Updated : 20:12 AEDT

AUD/USD
0.7187
+0.00
0.59%
AUD/NZD
1.2157
+0.00
0.02%
NZD/USD
0.5911
+0.01
0.85%
AUD/JPY
114.41
+1.02
0.90%
SGD/AUD
1.09
0.00
-0.44%
AUD/EUR
0.6120
+0.00
0.38%
AUD/GBP
0.5302
+0.00
0.25%
AUDCAD
0.9779
+0.00
0.09%
World
27 April 2026 Updated : 20:12 AEDT
CAD/USD
0.7349
+0.00
0.52%
EUR/JPY
186.97
+0.93
0.50%
EUR/USD
1.1743
+0.00
0.17%
GBP/USD
1.3554
+0.01
0.43%
USD/JPY
159.20
+0.50
0.31%

Click item/line to change chart

World
27 April 2026 Updated : 20:12 AEDT
FTSE100
10391.82
+12.74
0.12%
DAX30
24277.75
+148.77
0.62%
Hang Seng
25925.65
-52.42
-0.20%
Nikkei 225
60537.36
+821.18
1.38%
NZ50
12874.940
-9.990
-0.080%
DJIA
49230.71
-79.61
-0.16%

S&P500
7165.08
+56.68
0.80%
Nasdaq Comp
24836.60
+398.09
1.63%
S&P500 VIX
19.04
-0.27
-1.40%
US 10-year yield
4.310
-0.013
-0.300%
USD Index
98.36
-0.30
-0.30%
Aus Stocks
27 April 2026 Updated : 20:12 AEDT
Amcor (US)
38.95
-0.69
-1.74%
Newmont (US)
120.70
+9.64
8.68%
Rio Tinto (UK)
7396.00
+15.00
0.20%
BHP Group (US)
79.82
-0.03
-0.04%
Rio Tinto (US)
99.61
+0.76
0.77%
ResMed (US)
219.85
+0.34
0.15%
South32 (UK)
231.00
+4.60
2.03%
James Hardie (US)
21.97
+0.07
0.32%
Janus Henderson (US)
51.55
0.00
0.00%

Click item/line to change chart

Metals & Minerals
27 April 2026 Updated : 07:43 AEDT
Gold (oz)
4740.90
+32.30
0.69%
Silver (oz)
76.41
+0.97
1.28%
Copper (lb)
6.0890
+0.06
1.06%
Aluminium (lb)
1.6348
-0.01
-0.46%
Nickel (lb)
8.4505
+0.09
1.08%
Zinc (lb)
1.5773
+0.01
0.39%
Copper (t)
13420.16
+141.06
1.06%
Aluminium (t)
3603.00
-16.52
-0.46%
Nickel (t)
18625.00
+200.00
1.09%
Zinc (t)
3476.45
+13.45
0.39%
Uranium (lb) weekly
86.25
-0.75
-0.86%
Iron Ore (t)
107.10
+0.04
0.04%
Energy
27 April 2026 Updated : 07:42 AEDT

West Texas Crude
94.40
-2.60
-2.68%
Brent Crude
99.13
-6.75
-6.38%