2 highly rated ASX 200 dividend shares with good yields

These dividend shares offer good yields…

| More on:
Three different hands against a blue backdrop signal thumbs up, indicating share price rise on the ASX market

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

If you're wanting to overcome low interest rates, then you may want to look at the dividend shares listed below.

Both shares are expected to provide investors with generous yields in the coming years. Here's what you need to know about these dividend shares:

South32 Ltd (ASX: S32)

The first ASX 200 dividend share to look at is South32. It is a diversified miner with operations spanning commodities such as alumina, aluminium, energy coal, metallurgical coal, manganese ore, nickel, silver, lead, and zinc.

The commodity that is expected to be the key driver of its growth in the coming years is aluminium. This is due to expectations for a significant deficit, which Goldman Sachs expects to lead to a strong rise in prices. In fact, the broker believes aluminium is in the early stages of a multi-year bull market.

Goldman is forecasting dividends per share of 6.9 US cents in FY 2021 and then 22.1 US cents in FY 2022. Based on the latest South32 share price of $2.98, this will mean yields of ~3.1% and ~10%, respectively, over the next two years.

The broker has a conviction buy rating and $3.80 price target on its shares.

Telstra Corporation Ltd (ASX: TLS)

Another ASX 200 dividend share to look at is Telstra. While its shares have been on fire in 2021 due to its improving outlook, it may not be too late to invest.

According to a note out of Morgans from last week, its analysts have retained their add rating and lifted their price target on its shares to $4.34. The broker was pleased with Telstra's first "clean" full year result in years and its earnings growth outlook.

Morgans continues to forecast fully franked dividends per share of 16 cents in FY 2022 and FY 2023. Based on the current Telstra share price of $3.96, this will mean yields of 4%.

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia owns shares of and has recommended Telstra Corporation Limited. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Bruce Jackson.

More on Share Market News

Broker written in white with a man drawing a yellow underline.
Broker Notes

Leading brokers name 3 ASX shares to buy today

Here's why brokers believe that now could be the time to snap up these shares.

Read more »

Person with thumbs down and a red sad face poster covering the face.
Share Fallers

Why 4DMedical, Coronado Global, Metallium, and WiseTech Global shares are falling today

These shares are starting the week in the red. But why?

Read more »

A young woman raises her arm in celebration against a backdrop of brightly coloured fireworks in the sky.
Share Gainers

Buying ASX uranium shares like Paladin Energy? Here's why they're starting 2026 with a bang!

Investors are piling into ASX uranium stocks in these early days of 2026. But why?

Read more »

Higher interest rates written on a yellow sign.
Share Market News

Experts forecast rising interest rates in 2026. Here's what that means if you're buying ASX shares

Buying ASX shares? Here’s why CBA and NAB are forecasting RBA interest rate hikes in 2026.

Read more »

Three happy office workers cheer as they read about good financial news on a laptop.
Share Gainers

Why Civmec, Fenix, Paladin Energy, and Vulcan Steel shares are pushing higher today

These shares are starting the week on a positive note.

Read more »

Green percentage sign with an animated man putting an arrow on top symbolising rising interest rates.
Share Market News

When could interest rates rise next? It may be sooner than you think

Experts are increasingly predicting that a move higher for interest rates could come soon as inflation remains persistently high.

Read more »

A man in a suit face palms at the downturn happening with shares today.
Share Market News

These are the 10 most shorted ASX shares

Let's see which shares short sellers are targeting this week.

Read more »

Middle age caucasian man smiling confident drinking coffee at home.
Broker Notes

Buy, hold, sell: Light & Wonder, NAB, and Woodside shares

Morgans has given its verdict on these popular stocks.

Read more »