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BIG FOUR News & Analysis

5 red flags that may suggest a company in decline
Stocks
5 red flags that may suggest a company in decline
Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.
James Gruber | 18 September 2024
The world’s most expensive bank reports earnings
Stocks
The world’s most expensive bank reports earnings
Has the share price run too far or is there room for further gains?
Nathan Zaia | 15 August 2024
Why did ANZ buy Suncorp Bank?
Video
Why did ANZ buy Suncorp Bank?
Nathan Zaia discusses the rationale and impact of ANZ's Suncorp Bank purchase.
Joseph Taylor | 10 July 2024
Can big four bank dividends and buybacks keep growing?
Stocks
Can big four bank dividends and buybacks keep growing?
Share buybacks and special dividends were a feature of bank earnings this month. Could more capital returns be in store for big four shareholders?
Joseph Taylor | 21 May 2024
Is CBA attractive after earnings?
Stocks
Is CBA attractive after earnings?
The shares of Australia’s largest bank have risen 20% in the last year.
Nathan Zaia | 10 May 2024
ANZ Group and Suncorp: Deal nearly done
Stocks
ANZ Group and Suncorp: Deal nearly done
Our view of the potential acquisition of Suncorp’s banking arm by ANZ.
Nathan Zaia | 20 February 2024
Bank results: the winners and losers
Video
Bank results: the winners and losers
Morningstar analyst Nathan Zaia explains how the banks did and what the future holds.
James Gruber | 26 November 2023
Can ANZ’s “strategic win” sustain margin pressure?
Stocks
Can ANZ’s “strategic win” sustain margin pressure?
The bank has lifted home loan growth above its peers but has this come at a cost to its margins and dividend growth.
Christine St Anne | 14 November 2023
Has Westpac turned a corner?
Stocks
Has Westpac turned a corner?
Morningstar's Senior Banking Analyst Nathan Zaia has a different view on Westpac than many investors. 
Nathan Zaia | 31 July 2023
Have profits peaked for the Big Four Banks?
Stocks
Have profits peaked for the Big Four Banks?
Investors may need to brace for some 'downward trajectory' in the coming quarters. But which of the big four banks is best placed to ride out the...
Joshua Peach | 08 May 2023