June
The top 20 stocks by dividend return this year
Insurers, miners and fund managers were the top performers, but experts warn of income traps.
- Lucy Dean
‘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.
- Alex Gluyas
May
- Updated
- Earnings season
ANZ says it can reward shareholders and grow lending
The bank said profits were down in its retail business with conditions “more competitive than ever”, but lending to large companies was stronger.
- Updated
- Lucas Baird and James Eyers
Westpac deflects downturn with special dividend
The Westpac boss says the return of $1.5 billion to shareholders is a sign of confidence in the Australian economy and the outlook for bad debts.
- Updated
- James Eyers and Lucas Baird
- Opinion
- Chanticleer
Big banks hand out the treats to keep investors sweet
The banks have a few lollies for shareholders. NAB’s was capital management, Westpac is likely to follow suit.
- Anthony Macdonald
- Updated
- Earnings season
NAB clings to business banking prize as mortgage brokers bite
National Australia Bank’s first-half profit tumble underlined the toll intense mortgage competition is still claiming on margins.
- Updated
- Lucas Baird and James Eyers
April
Banks stare down spectre of bad debts, eye $4.5b return
Analysts say banks may declare higher dividends and share buybacks over the next fortnight’s earnings season as margin pressures ease.
- Lucas Baird and James Eyers
Fears for $8b Woodside project under Senegal’s new government
The nationalist rhetoric from a new president who has pledged to rework oil production contracts comes just ahead of the start-up of the Sangomar oil project.
- Angela Macdonald-Smith
The era of big mining dividend paydays is coming to an end – for now
Morgan Stanley’s analysts have told clients that BHP will be particularly affected amid an iron ore price slump. Lithium miners will similar cut their payouts.
- Alex Gluyas
March
ASX primed for M&A as capex hits record high
Companies are spending more money on buying and upgrading assets than the 2012 commodity boom, but that’s coming at the expense of dividends and buybacks.
- Alex Gluyas
Rate cuts are coming. Here’s what retiree investors can do
Once interest rates start to fall, the cash and term deposits that make up large portions of Australian retirees’ portfolios will deliver a little less. Here’s what to think about.
- Tom Richardson
February
Rio warns Labor’s IR changes could reignite workplace tensions
The country’s biggest iron ore exporter has paid a bigger than expected dividend as it warns production costs could soon be 77pc higher than six years ago
- Peter Ker
January
Wild swings in commodity prices may temper dividend outlook
While shareholder payouts are expected to hold steady this reporting season, some investors are more cautious on the miners and banks.
- Joanne Tran
November 2023
ANZ’s business banking returns help home loans grab
ANZ chief executive Shayne Elliott said returns earned from banking large companies is helping it compete more aggressively for Australian home loan customers, fuelling the mortgage war.
- Updated
- James Eyers
- Updated
- Earnings season
‘I don’t see pressure coming off’: NAB says mortgage war will continue
The bank lifted its cash profit by 8.8 per cent for the 2023 financial year but CEO Ross McEwan pointed to a “more challenging environment” in the second half.
- Updated
- Lucas Baird and James Eyers
October 2023
Is CBA’s share price overvalued?
Some brokers say the bank’s historical price-earnings premium is no longer justified amid tough competition to write mortgages. Others disagree.
- James Eyers
September 2023
$21.7b dividend windfall to hit bank accounts this week
Profits from the energy transition see Pilbara Minerals return more cash to investors than Coles, but other resources groups are returning less this year.
- Tom Richardson
Dividend disrupter aims to end the $9b wait
BHP and Commonwealth Bank will unleash more than $9 billion of dividends into the economy on September 28. But one start-up is offering instant gratification.
- Peter Ker
Labor’s work laws will cut dividends, BHP warns
Australia’s biggest company has sought to mobilise its army of shareholders against the government’s industrial relations policy, flagging a likely dividend cut.
- Peter Ker and Tom Richardson
Three reasons the ASX dividend bonanza is over
Even if dividends dip, active income investors can potentially earn a higher yield and benefit from capital growth and franking credits.
- Tony Featherstone
