ASX 200 closes 0.10% higher at 8,749.9 as CSL and the banks offset uranium, lithium and Megaport falls while Brent returns above US$107

ASX 200 close: 8,749.9 (+0.10%) Breadth: 107 advancers / 108 decliners (22 unchanged across the 237 largest ASX names) Sentiment: mixed

The S&P/ASX 200 closed at 8,749.9 on 14 September 2026, up 8.7 points or 0.10%, ending four straight falls as Health Care (+1.52%) and Financials (+0.43%) covered a 0.55% fall in Materials and a 1.14% fall in Information Technology, with Brent 2.71% higher at US$107.44 a barrel after Saudi Arabia shut its East-West pipeline following attacks. SRL.AU fell 15.37% to $18.72 in its first session as an S&P/ASX 200 constituent, with no announcement, after a 45% rise last week. The Federal Reserve decides on Thursday at 04:00 AEST with a 25 basis point hike close to fully priced, and Australia's 10-year yield eased 3 basis points to 5.35% after a 20 basis point rise over the prior three sessions.

What moved the index

• Health Care: +1.52%, worth about 14 bps of lift on a 10 bps index move. CSL.AU +2.68% to $171.57 supplied about 9 bps of that; COH.AU +1.71%, RMD.AU +0.63% and TLX.AU +4.28% added the rest after the FDA approved Telix's Pixclara imaging agent.
• Financials: +0.43%, worth about 13 bps. WBC.AU +0.91%, ANZ.AU +0.72%, CBA.AU +0.51%, QBE.AU +1.15% and SUN.AU +1.02% rose; NAB.AU closed flat and MQG.AU -0.09%. The 3-year yield slipped 4 bps to 4.98% after a 25 bp rise over the prior five sessions.
• Materials: -0.55%, worth about -11 bps. BHP.AU -0.46%, FMG.AU -0.84%, S32.AU -1.79%, MIN.AU -4.40%, PLS.AU -2.43%, IGO.AU -3.43% and EVN.AU -3.21% fell as copper lost 0.99% to US$6.48/lb (down 5.3% over three sessions since the White House stalled its refined-copper tariff decision) and December gold fell 1.06% to US$4,362/oz.
• Information Technology and A-REITs: IT -1.14% (about -3.5 bps) on MP1.AU -8.30% and NXT.AU -2.90%; A-REITs -0.39% (about -2.5 bps) as GMG.AU -2.27% outweighed SGP.AU +2.93%, GPT.AU +2.51% and MGR.AU +2.28%.

Together, Health Care and Financials added about 27 bps and Materials, IT and A-REITs took about 17 bps away, a net of about 10 bps against the index's 10 bps gain. Staples (+0.61%) and Energy (+0.38%) added about 4 bps and Industrials (-0.35%) took about 2 bps back, leaving about 2 bps unexplained, which fits breadth of 107 advancers to 108 decliners.

Session highlights

• 8,768.3 was the session high, up 0.31% in the first hour, before the index gave most of it back to close at 8,749.9; the low of 8,735.4 came at the open.
• Brent +2.71% to US$107.44 and WTI +2.65% to US$102.70 after Saudi Arabia shut its East-West pipeline, which bypasses the Strait of Hormuz, following attacks. ALD.AU +2.91%, STO.AU +1.63% and WDS.AU +0.67% rose; QAN.AU -0.44%.
• PDN.AU -6.91% to $9.57 extended Friday's 9.59% fall after broker forecast cuts that followed its 2 September investor day; DYL.AU -8.83% and NXG.AU -4.53% fell with no announcement, while BOE.AU +4.12% and LOT.AU +6.98% rose.
• KOSPI -3.26% to 6,684.37 as SK hynix fell 6.40% and Samsung Electronics 3.85% after Dario Amodei, Sam Altman and Elon Musk backed slowing AI capability gains over the weekend; Nikkei -0.81% to 63,492.99. Nasdaq 100 futures were -1.41% at 28,972.5 and S&P 500 futures -0.61% at 7,613 after the AU close.
• RBA Chief Economist Sarah Hunter said at 12:30 AEST that "the average household with a mortgage looks pretty well placed" with "good buffers"; the 10-year yield closed at 5.35% (-3 bps).
• AUD/USD -0.44% to 0.7141 as the US Dollar Index rose 0.31% to 99.43; the US 10-year Treasury yield last printed 4.975% at Friday's close.

Sector scorecard

• Best: Health Care (+1.52%)
• Worst: Information Technology (-1.14%)
• Dispersion (best minus worst): 2.66 pts
• 7 of 11 sectors rose: Staples +0.61%, Financials +0.43%, Energy +0.38%, Utilities +0.33%, Communications +0.06% and Discretionary +0.03% joined Health Care; Materials -0.55%, A-REITs -0.39% and Industrials -0.35% fell. The All Ordinaries Gold index rose 0.34% and the Small Ordinaries fell 0.61%.
• Materials had the widest internal spread, 28 percentage points from CXO.AU +13.04% and CYL.AU +6.11% at the top to LIN.AU -10.69% and SRL.AU -15.37% at the bottom.

Top movers

The table covers the 237 largest ASX names by market value (about A$500 million and above), with every percentage taken from the Yahoo Finance official close.

Notable announcements

• TLX.AU +4.28%: the FDA approved Pixclara, the first FET-PET imaging agent for glioma in the US.
• FPR.AU +12.11%: SG Fleet, ORIX and a Sumitomo-led consortium advanced to a second round of due diligence on FleetPartners.
• REA.AU +2.32%: accepted an ACCC undertaking that removes clauses requiring agents to list every property on realestate.com.au, for three years.
• NST.AU +2.49%: Mark Cutifani joins the Northern Star board after resigning from the board of WDS.AU (+0.67%).
• NEC.AU +4.55%: short interest rose after WIN Group lifted its stake toward a regulatory threshold.
• CNU.AU -5.59%: traded ex-dividend, as did KLS.AU (+1.26%) and VGN.AU (-1.28%).
• 25 Healthscope hospitals pass to a Calvary Health Care-led consortium under an approved deal; listed operator RHC.AU closed -1.18%.
• 500 or more jobs go at the Whyalla steelworks as its blast furnace closes permanently; the owner, GFG, is unlisted.

After the AU close (17:30 AEST)

Next 24h catalysts (AEST)

• Mon 22:30: US Empire State manufacturing survey, September.
• Tue 12:00: China August industrial production (+4.8% year on year forecast), retail sales (+0.8%) and fixed-asset investment (-7.1% year to date); the FOMC's two-day meeting begins in Washington.
• Wed 22:30: US August retail sales.
• Thu 04:00: FOMC decision and projections, 04:30 press conference; 21:00 Bank of England decision; New Zealand second-quarter GDP.
• Fri 09:30: RBA appears before the House Economics Committee; Bank of Japan decision about 13:00; S&P/ASX quarterly rebalance takes effect after the close.

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