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Dividends

This Month

BHP’s headquarters in Melbourne. The company has focused more on its copper operations and less on iron ore.

BHP dividend slumps to eight-year low amid slowing Chinese demand

The iron ore mining giant is instead spending more money on developing new operations, focusing on in-demand commodities like copper and potash.

Woodside’s Sangomar oil project off the coast of Senegal in West Africa.

Woodside shares hit amid worries on costs, dividends

Guidance provided by the oil and gas producer on field restoration costs also was much higher than anticipated, one analyst said.

January

Banks had a surprisingly strong 2024 on the sharemarket. Can that continue?

Will bank stocks continue to run hot this year?

After beating the ASX 200 by 24 per cent, shareholders are faced with a “challenging predicament” of whether to stick with the banks or finally take some profits.

Fund managers say a robust iron ore price in 2025 could potentially lead to higher returns for income investors with mining stocks.

Investors bank on iron ore saving dividends in 2025

An unexpectedly strong start for the steel-making commodity has raised hopes that the major miners will provide a larger source of income for investors in 2025.

December 2024

How to pick the ASX’s next dividend winners

Private wealth firm Wilsons Advisory says there’s more to it than just buying a stock with a high dividend yield.

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November 2024

Qantas chief executive Vanessa Hudson is getting ready to re-start dividends after a five-year hiatus. That should slow the buyback, but is unlikely to stop it completely.

Qantas has splurged $2.2b on its own shares. Why?

It hasn’t paid a dividend for years, instead returning billions to investors via buybacks. But with the stock at an all-time high, should it still be buying?

Worley narrowly dodges strike on remuneration report at AGM

The engineering group’s investors want to know why the company is paying big bonuses to executives but not raising dividends for shareholders.

Dividend cuts were most severe in the mining sector.

ASX investors are missing out on a global dividend boom

Income investors are being encouraged to look beyond the ASX for dividend growth as Australian companies reduced payouts in the August reporting season.

Westpac is expected to report cash profit near $7 billion on Monday morning.

Bank investors alert for margins and costs reckoning

As Westpac kicks off a week of bank results, analysts are looking for evidence of margin pressure from intensifying competition amid soft lending.

September 2024

The sun is setting on the days of huge payouts from ASX miners.

ASX in the ‘dividend doldrums’ as boards hoard cash

The Australian sharemarket had one of the sharpest declines in payouts in the world in the second quarter and the outlook is not much better, investors warn.

Wall Street tumbled the most since August 5.

Growth blues claim ASX as commodities crumble

Investors are being forced to look beyond the once reliable income growth provided by mining stocks, and are branching out to other sectors.

August 2024

BHP chief executive Mike Henry has chased copper acquisitions.

BHP’s warning for high-cost iron ore producers

“We would expect some high-cost suppliers to be driven out of the market over time,” BHP said of its iron ore producer rivals.

Commonwealth Bank boss Matt Comyn.

Gold rush for CBA investors with $7.7b cash splash

But the bank said there were risks on the horizon, including geopolitical uncertainty, cost of living pressures on younger customers, and rising mortgage arrears.

Commonwealth Bank CEO Matt Comyn and his board have ramped up shareholder returns.

When the war is over, CBA juices up the dividend

CBA has thrown shareholders a bone. In a year when it didn’t make record profits, it announced a record dividend. Take note.

Bank stocks cauterise bleeding, analysts still stumped on valuations

Banks found a bottom on Tuesday, bouncing off steep losses. Despite the sell-off, analysts say they remain overvalued and earnings season will show why.

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July 2024

JPMorgan’s Jamie Dimon enjoys top billing among bank executives globally. When he talks, the local bank bosses are listening.

Shadow of JPMorgan’s Dimon hangs over red-hot Aussie banks

Huge share price runs are great for the banks. But they also create an unexpected problem for bank bosses.

Why Rio Tinto wants a bigger presence in lithium and copper

‘I couldn’t care less about what the lithium price is in the next 12 months,’ says chief executive Jakob Stausholm.

CBA shares roared to new record highs this week on the back of strong institutional demand, including from index funds.

Has the CBA share price peaked?

After the Commonwealth Bank’s latest record, analysts and fund managers are wondering whether the hyper-rally in bank stocks can be sustained.

June 2024

The key to dividend investing is in understanding the cyclical and structural risks to a business’s cash flow.

The top 20 stocks by dividend return this year

Insurers, miners and fund managers were the top performers, but experts warn of income traps.

‘Trading opportunity’ ahead, Macquarie tells clients

With dividend season approaching, the broker has told clients they can capitalise on the seasonal outperformance of REITs leading into their ex-dividend date.

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