ASX 200 stocks hitting fresh 52-week highs and lows – Week 40
Rate-sensitive sectors are cracking ahead of an expected RBA hike, while August reporting season winners keep grinding higher.
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Welcome back to the 52-Week Series, where we recap the S&P/ASX 200 stocks that hit fresh yearly highs and lows last week. Tracking this data point helps identify emerging trends across various stocks and sectors.
When clusters of stocks within a sector reach new highs or lows, it often points to meaningful underlying drivers such as shifting commodity prices, changing demand patterns (such as AI, pivots into defensive sectors, consumer weakness etc), or companies beating/missing earnings expectations.
52-Week highs and lows by sector
Materials: 4 High, 1 Low
Financials: 2 High, 3 Low
Energy: 2 High, 0 Low
Industrials: 1 High, 4 Low
Technology: 1 High, 2 Low
Health Care: 1 High, 1 Low
Real Estate: 0 High, 8 Low
Discretionary: 0 High, 4 Low
Staples: 0 High, 0 Low
Utilities: 0 High, 0 Low
Telecommunications: 0 High, 0 Low
What Does the Data Tell Us?
Breadth remains weak. The ASX 200 is trading fractionally lower year-to-date and sits around 6% below its 5 August record high. Beneath the surface, rate-sensitive sectors are deteriorating, notably discretionary and real estate, while select industrials, mostly companies facing a moderation in growth, are tumbling to fresh yearly lows. The backdrop isn't helping. The RBA is widely expected to lift the cash rate 25bp to 4.6% tomorrow, its fourth hike this year and the highest level since November 2011, and the latest Westpac-Melbourne Institute survey showed consumer sentiment falling 5.2% to 84.4 in September, with all sub-indexes in pessimistic territory and well below long-run averages. Real estate stocks are facing persistent downward pressure as the Australian 10-year yield has climbed 320 bp in the past month to 5.41%, its highest since March 2011. Fresh cracks in private credit are adding to the pressure, with Metrics Master Income Trust, Metrics Income Opportunities Trust and Metrics Real Estate Multi-Strategy Fund all halted today after flagging that their audited FY26 accounts will materially differ from preliminary results.
Reporting season still matters. There's lingering momentum off the back of August reporting season, with names like Codan, AMP and Ansell grinding higher and all up massively year-to-date, while Worley and SGH continue moving the other way. Key numbers from the results:
Codan (20-Aug) FY26: Beat across the board, with NPAT up 69% to $175.2m (3% beat) on 30% revenue growth, and FY27 revenue guided up ~20% to roughly $1,050m, or 9% above Macquarie expectations. The stock surged 12.4% on the day to record highs.
AMP (06-Aug) 1H26: Underlying NPAT up 33% to $174m (in line), with a 3c interim dividend (vs 2c ests) and a further $150m buyback, helped by platforms cashflows up 33% and the China partnerships contribution more than doubling to $56m.
Worley (26-Aug) FY26: Underlying NPATA down 16.8% to $395m on a 2% revenue beat, but FY27 guidance for mid-to-high single digit revenue and EBITA growth landed well short of UBS's 15%/19%, a material miss, with backlog stepping down to $13.8bn from $16.7bn at the half.
SGH (11-Aug) FY26: Small misses across the board, with underlying NPAT flat at $920m (3% miss) and EBIT up 1% to $1.55bn, plus a $500m buyback and 64c full-year dividend, though FY27 guidance of flat to low single-digit EBIT growth sits below consensus.
ASX 200 stocks at 52-week highs
Ticker | Company | Close | Sector | 1 Week | 1 Year |
|---|---|---|---|---|---|
Sunrise Energy Metals | $22.53 | Materials | 15.3% | 321.1% | |
Codan | $52.25 | Technology | 4.3% | 77.0% | |
Viva Energy Group | $3.17 | Energy | 1.6% | 74.7% | |
Alkane Resources | $1.90 | Materials | -3.8% | 65.5% | |
AMP | $2.61 | Financials | 3.6% | 57.2% | |
Ampol | $44.47 | Energy | 3.1% | 48.7% | |
Ansell | $44.21 | Health Care | 4.5% | 38.8% | |
Perseus Mining | $6.63 | Materials | 0.6% | 35.3% | |
Dyno Nobel | $3.88 | Materials | -5.4% | 25.2% | |
Washington H. Soul Pattinson | $46.47 | Financials | 3.1% | 20.7% | |
Reliance Worldwide | $4.66 | Industrials | 1.5% | 13.9% |
S&P/ASX 200 stocks and sectors that hit a 52-week high last week, sorted by one-year returns. Data as at Friday, 25 September 2026.
ASX 200 Real estate stocks at 52-week lows
Ticker | Company | Close | Sector | 1 Week | 1 Year |
|---|---|---|---|---|---|
Lendlease Group | $2.40 | Real Estate | -4.8% | -56.4% | |
Arena Reit | $2.11 | Real Estate | -0.9% | -45.6% | |
Charter Hall Long Wale Reit | $3.28 | Real Estate | -3.0% | -25.5% | |
Charter Hall | $17.63 | Real Estate | -3.8% | -22.5% | |
Homeco Daily Needs Reit | $1.06 | Real Estate | -4.5% | -21.8% | |
Centuria Industrial Reit | $2.77 | Real Estate | -1.8% | -20.6% | |
Waypoint Reit | $2.18 | Real Estate | -2.2% | -19.3% | |
Charter Hall Retail Reit | $3.54 | Real Estate | -4.3% | -14.3% |
S&P/ASX 200 Real Estate constituents hat hit a 52-week low last week, sorted by one-year returns. Data as at Friday, 25 September 2026.
ASX 200 Industrials at 52-week lows
S&P/ASX 200 Industrial constituents hat hit a 52-week low last week, sorted by one-year returns. Data as at Friday, 25 September 2026.
Other ASX 200 stocks and sectors at 52-week lows
Ticker | Company | Close | Sector | 1 Week | 1 Year |
|---|---|---|---|---|---|
Seek | $11.07 | Communication Services | -5.1% | -61.2% | |
Nine Entertainment | $0.66 | Communication Services | -14.4% | -45.9% | |
Chorus NZX | $6.78 | Communication Services | -0.6% | -18.9% | |
Harvey Norman | $4.14 | Discretionary | 1.0% | -43.9% | |
Premier Investments | $11.77 | Discretionary | 4.4% | -38.9% | |
Eagers Automotive | $18.49 | Discretionary | -5.3% | -35.5% | |
The Lottery Corp | $4.81 | Discretionary | 0.2% | -18.2% | |
Generation Development Group | $2.75 | Financials | -7.7% | -60.5% | |
Netwealth Group | $17.02 | Financials | -9.8% | -42.1% | |
Hub24 | $64.50 | Financials | -8.2% | -36.0% | |
Sigma Healthcare | $2.57 | Health Care | 0.8% | -13.5% | |
Vulcan Energy Resources | $1.96 | Materials | -11.9% | -61.1% | |
Xero | $57.36 | Technology | -8.6% | -63.6% | |
Iress | $5.29 | Technology | -4.0% | -40.0% |
All other S&P/ASX 200 stocks and sectors that hit a 52-week low last week, sorted by sector and one-year returns. Data as at Friday, 25 September 2026.
