ASX Blue Chips: Commonwealth Bank (ASX: CBA) and BHP Group (ASX: BHP)

Both shares show stable performance supported by strong financial results and disciplined business execution. The companies continue focusing on operational strength, key investments and long term growth while maintaining consistent shareholder returns. 

Commonwealth Bank of Australia (ASX: CBA)

Commonwealth Bank of Australia (ASX: CBA) : CBA’s subsidiary ASB delivered a stable first-half performance with cash NPAT of $719 million and statutory profit of $765 million. Lending growth remained supported by an 8% rise in home loans and 4% growth in business and rural lending, while customer deposits increased 5%. Margins stayed broadly steady as improved home lending returns balanced softer deposit margins, and NIM saw a small uplift from hedge timing effects.

The bank continued enhancing customer experience through digital banking improvements and faster loan processing including expanded mobile home loan functionality. Ongoing investments focused on technology modernisation, fraud protection and simplifying services. KiwiSaver funds under management exceeded $20.6 billion and is reflecting strong investment performance and customer inflows.

Operating expenses increased to $839 million mainly due to legal settlement costs and continued investment in technology, people capability and regulatory compliance. Broader initiatives supporting productivity, renewable energy adoption, rural sector development and affordable housing indicate a focus on sustainable long term growth.

CBA achieved cash NPAT of $5,445 million and declared an interim dividend of $2.35 per share and supported by disciplined execution and strong balance sheet settings. The economic growth is improving with stronger spending and income trends although inflation pressures, tight labour markets and global uncertainties remain key risks.

BHP Group Limited (ASX: BHP)

BHP Group Limited (ASX: BHP), on 17 February 2026 announced that it has signed a silver streaming deal linked to its share of Antamina production, receiving US$4.3 billion upfront. The agreement allows the company to monetise silver, a non-core by product whereas keeping exposure to copper, zinc and lead. The cash supports investment and the shareholder returns without increasing debt.

The company reported strong HY26 results with higher earnings, strong cash flow and healthy margins.

Stable balance sheet levels enabled an interim dividend payout reflecting consistent operating performance.

Copper became the key earnings driver, supported by improved production and strong output from iron oreoperations, which achieved record shipments and maintained low costs.

The current investment in copper and potash projects strengthens BHP’s long term growth pipeline, supported by disciplined capital allocation and strong market conditions.

(Source: Company Report)