NewsBite

Dividends

Yesterday

Westpac’s half-year corporate results day with CEO, Anthony Miller.

Westpac CEO pitches ambitious growth agenda, as half-year profit dips

Westpac’s first-half net profit of $3.3 billion and interim dividend missed expectations, ast CEO Anthony Miller outlined his plans to sell more products to existing customers.

April

Fundies bet on ‘dividend surprise’ from ASX gold miners

Investors are expecting bigger dividends from miners this year as gold prices are forecast to hit historical highs amid Donald Trump’s trade war.

The outlook for banks stocks is uncertain.

Bank stocks still seen as a haven by investors

Bank shares are down 15pc from February peaks but have performed relatively better during the Trump tariff turmoil, as investors struggle to find alternatives.

March

Companies think asset sales and capital returns are a one-way ticket to share price riches. They are not.

The buy and sell cycle chewing up ASX companies and their investors

Companies get hoodwinked into thinking selling assets and returning capital via buybacks and dividends can make up for past sins. It doesn’t.

Warren Buffett’s Berkshire Hathaway famously doesn’t pay dividends. But it owns companies that do.

Dividend investing isn’t dead. These 4 charts and 8 stocks prove it

Dividend yields have plunged, putting a beloved investment strategy in danger. But four charts show that Warren Buffett and the dividend critics may be wrong.

Advertisement
Dividends are a “horror story” this year, says Bell Potter’s Richard Coppleson.

ASX faces dividend ‘horror story’ as companies slash payouts

Australian firms declared $31.2 billion in dividends during the February reporting season, the lowest for that period since the pandemic ravaged markets.

February

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.

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.

Advertisement

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.

Original URL: https://www.afr.com/topic/dividends-hol