Long-Term Dividend Picks
Stocks selected for long-term holding (10–20 years). Click any row to read the thesis.
| Ticker | Company | Sector | Yield | Price | Target | Div Growth |
|---|---|---|---|---|---|---|
| CBA | commonwealth bank | Bank | 2.82% | $173.94 | $225.00 | 4 yrs |
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Click a stock to read the thesis
CBA
commonwealth bank
Bank
$173.94
Yield 2.82%
Target $225.00
Div Yield
2.82%
Payout Ratio
73%
Div Growth
4 years
Jimmy's Thesis
Business Moat
Commonwealth Bank of Australia (CBA) is recognized as having a wide economic moat, largely driven by its dominant market position, significant cost advantages, and technological leadership, making it difficult for competitors to challenge its position in the Australian banking sector.
Dividend Track Record
2026 Interim: ~$2.35 per share.
2025 Final: ~$2.60 per share.
2025 Interim: ~$2.25 per share.
Payout Sustainability
Commonwealth Bank of Australia's (CBA) dividend payout is considered sustainable in the near term, supported by strong earnings, high capital buffers, and a target payout ratio of 70-80% of cash earnings. However, the high payout ratio leaves limited room for significant future dividend increases, with analysts projecting modest, single-digit growth rather than aggressive expansion
Price Trend
strong up trend no pull back even during covid so i think that it will trend up into the 300 a stock level in a 10 year period
Why Now
looks like price is looking to change ranges from 0-100 to 100-200, its sitting on the 175 dollar mark and should look to move up in range to at least touch to 200 mark.