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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Argo Investments
Argo Investments (ARG) investor relations material
Argo Investments AGM 2026 presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 presentation summary20 Oct, 2026
FY26 performance
Profit $260.2m vs $259.8m in FY25; EPS 34.3c vs 34.1c.
Total assets $8.2b; NTA per share $10.84 vs $10.43; MER 0.14% vs 0.15%.
Full-year dividend 38.5c per share, fully franked, vs 37.0c; yield including franking 6.0% vs 5.8%.
FY26 LIC capital gain component was 5.0c per share; the FY25 LIC tax benefit was 7.0c.
Dividend policy
80 years of continuous dividends; fully franked since 1995; annual dividends rose 37.5% since COVID market lows.
Proposed quarterly dividends from January 2027: four fully franked payments of 10c per share, with a forecast annual dividend of 40c.
The Board said it remains focused on sustainably growing fully franked dividends over time.
Returns and shareholder feedback
Over 10 years to September 2026, total shareholder return was 9.0% p.a.; NTA return post costs, pre-tax paid was 8.6% p.a.; S&P/ASX 200 Accumulation Index returned 6.4% p.a.
A $10,000 investment over 20 years to September 2026 reached $41,121 including dividends and franking, compared with $29,414 including dividends and $13,309 from share price alone.
Among 3,424 survey respondents, 91% would recommend the investment, 63% had held shares for 10+ years and 71% rated communications and engagement excellent or very good.
Shareholders ranked diversified exposure to Australia's share market as their top priority.
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Latest events from Argo Investments
- Record profit, outperformance, and new quarterly dividend plan amid ongoing market volatility.ARG
H2 2026 - Strong profit, high dividends, and global infrastructure focus drive stable, resilient returns.ARGInvestor presentation
- Half-year profit up 7.9% to $130.8M; record 18.5c dividend; portfolio trails index.ARGH1 2026
- Profit, assets, and dividends rose in 2025, with strong returns and a diversified, tax-efficient portfolio.ARGAGM 2025 Presentation
- Record profit and dividends achieved, with strong portfolio returns and a defensive outlook.ARGH2 2025
- Profit fell year-over-year, but record fully franked dividend was maintained.ARGH2 2024
- Record dividends and infrastructure outperformance drive resilience amid global volatility.ARGInvestor Update
- Record interim dividend and NTA per share rise despite lower profit and market volatility.ARGH1 2025
Next Argo Investments earnings date
H1 20278 Feb, 2027
Argo Investments
Next Argo Investments earnings date
H1 20278 Feb, 2027
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Frequently asked questions
Argo Investments Limited is an Australian investment company that focuses on managing a diversified portfolio of publicly listed Australian equities. The company provides shareholders with exposure to a broad range of sectors through long-term investments in established companies across industries such as financials, healthcare, consumer goods, and resources. Argo Investments seeks to deliver steady income and capital growth by adhering to a disciplined, conservative investment approach without specific sector concentration. The company is headquartered in Adelaide, Australia, and its shares are listed on the ASX.