ASX 200 Close 13 August 2026: CBA Slides Again, ANZ Jumps 4.5%
ASX 200 close: 9,188.5 (-0.23%) Breadth: 69 advancers / 144 decliners Sentiment: mixed
The S&P/ASX 200 closed at 9,188.5 on 13 August 2026, down 20.9 points or 0.23%, a third straight decline as CBA.AU fell for a second session after its FY26 result. CWY.AU rose 15.19% to $2.730 after EQT Infrastructure lodged an indicative cash bid of $3.13 a share, a 32.1% premium to the previous close. ANZ.AU, NAB.AU and WBC.AU all rose, leaving the financials sector up 0.08% despite the largest bank's fall.
What moved the index
CBA.AU carries about 10% of the index and cost it roughly 22 basis points on its own. ANZ.AU, NAB.AU and WBC.AU together added about 28 basis points, which is why a session with 144 decliners still produced only a 23 basis point fall.
- CBA.AU (-2.15%) took roughly 22 bps out of the index. Cash profit rose 6% in its FY26 result, ahead of Morgan Stanley's forecast, but the bank confirmed a drop in mortgage lending since the May federal budget and investors sold it for a second day.
- ANZ.AU (+4.53%) put 19 bps back. Third-quarter cash profit reached $1.9 billion, net interest margin rose one basis point to 1.54%, customer deposits grew $15 billion and net loans grew $24 billion.
- RIO.AU (-3.57%) traded ex-dividend for its US$2.11 interim payout, equal to about A$3.00 at current spot. That covers close to half the A$6.40 fall, and 8 bps of index drag.
- TLS.AU (-3.20%) guided FY27 cash earnings to between $4.8 billion and $5.0 billion, under consensus. An 11.6% lift in FY26 cash earnings to $2.9 billion did not offset that, and the stock took 6 bps off the index.
About 17 bps of the 23 bps fall traces to those four names. NAB.AU (+1.17%) and WBC.AU (+0.93%) added another 9 bps between them, and WES.AU (-0.94%), IAG.AU (-5.10%) and CSL.AU (-0.66%) took it straight back. 144 of the 228 largest ASX names closed lower, which accounts for the remainder.
Session highlights
- CBA.AU and ANZ.AU each reported a double-digit percentage fall in home loan applications since the May federal budget.
- ASX.AU rose 9.03% to $60.520 after FY26 underlying profit grew 5% to $536 million on higher trading activity, ahead of the $522 million consensus.
- IAG.AU fell 5.10% to $7.810 after FY26 net profit dropped 24.8% to $1 billion on higher natural peril costs.
- ORG.AU gained 5.33% to $11.860 on FY26 net profit of $1.6 billion, up 6%, even with revenue down 10%.
- TWE.AU added 4.91% to $5.770 despite a $1.08 billion statutory loss, $1.3 billion of writedowns mostly against its US business, and a scrapped final dividend.
Sector scorecard
- Best: Utilities (+2.78%)
- Worst: Communication Services (-2.30%)
- Dispersion (best minus worst): 5.08 pts
- Financials closed +0.08% with the widest internal split of any sector: ANZ.AU +4.53%, ASX.AU +9.03% and SUN.AU +3.28% against CBA.AU -2.15%, IAG.AU -5.10% and HLI.AU -4.80%.
Top movers
| Ticker | Move | Reason |
|---|---|---|
| CWY.AU | +15.19% | EQT Infrastructure $3.13 cash bid, 32.1% premium, $9.4 billion enterprise value |
| BVS.AU | +12.10% | FY26 cash EBITDA up 76% to $77 million, margin 27.3% |
| ASX.AU | +9.03% | FY26 underlying profit up 5% to $536 million |
| ING.AU | +6.70% | Unannounced, likely flow-driven. |
| CNI.AU | +6.04% | ResetData signed CDC Data Centres deal, 7MW initial allocation |
| AAI.AU | -7.32% | Alcoa's US line closed 5.29% lower overnight |
| ASB.AU | -6.77% | Flagged FY26 EBIT loss near $113 million on Austal USA provisions |
| EQR.AU | -6.25% | Unannounced, likely flow-driven. |
| ELS.AU | -5.67% | Unannounced, likely flow-driven. |
| HDN.AU | -5.49% | FY27 guidance of 8.8c per unit against FY26's 9.0c on higher debt costs |
Notable announcements
- CWY.AU granted EQT Infrastructure up to nine weeks of exclusive due diligence and said its board intends to back the $3.13 proposal, with further detail due at its FY26 result on 20 August.
- TLS.AU declared a final dividend of 10.5 cents, taking the FY26 total to 21 cents, up 10.5%, alongside a $1 billion buyback.
- BVS.AU declared $113 million of FY26 dividends including a 6.69 cent special, plus a $50 million on-market buyback.
- ASB.AU disclosed a $17.1 million overstatement in its FY26 EBIT guidance.
- HDN.AU reported FY26 funds from operations of 9.0 cents per unit and distributions of 8.6 cents, both in line with guidance.
At the AU close (16:15 AEST)
| Asset | Level | Change | Context |
|---|---|---|---|
| S&P 500 futures | 7,775.25 | +0.06% | Wall Street cash closed 0.26% higher overnight |
| Nasdaq 100 futures | 29,853.0 | 0.00% | Nasdaq Composite rose 0.54% overnight |
| US VIX | 14.67 | +0.82% | AU VIX finished at 10.40 |
| Nikkei 225 | 68,308.6 | +1.16% | Closed before the ASX bell |
| Hang Seng | 25,368.3 | -0.28% | Still trading at the AU close |
| KOSPI | 6,813.3 | +3.56% | Largest regional gain of the session |
| Gold | US$4,431/oz | -0.81% | NST.AU +0.35%, EVN.AU -1.16% |
| Brent | US$88.57/bbl | -0.46% | WDS.AU -0.70%, STO.AU +0.12% |
| Copper | US$6.528/lb | -1.32% | Materials sector closed -0.71% |
| AUD/USD | 0.7052 | -0.17% | US dollar index flat at 100.02 |
Next 24h catalysts (AEST)
- Fri 09:00, ASX opens; S&P 500 futures sat 0.06% higher at the AU close
- Fri, QBE.AU reports its first-half result
- Fri, BBN.AU reports FY26
- Mon 17 Aug, NAB.AU third-quarter update, plus FY26 results from JBH.AU, BSL.AU, AZJ.AU and IRE.AU
- Tue 18 Aug, BHP.AU and CSL.AU FY26 results
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