Building up income: 2 ASX dividend shares I believe are a buy

These two stocks are growing their payouts.

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ASX dividend shares can be a great source of passive income, but I wouldn't want to buy every single dividend-paying business.

I like looking at companies that are likely to grow their dividend in the coming years, as that probably means that earnings are rising too, which may mean share price growth too.

One of the companies I'll talk about has the longest dividend growth records on the ASX. The other ASX dividend share has a large dividend yield with growing payouts. I'll outline why I like each of them.

GQG Partners Inc (ASX: GQG)

GQG is a leading fund manager with over US$170 billion of funds under management (FUM).

The business has committed to a high dividend payout ratio for shareholders, creating a large dividend yield. On top of that, fund managers usually trade on a relatively low price/earnings (P/E) ratio, which is also a helpful attribute for a large dividend yield.

However, the business is not being priced for its growth, which I believe makes it an appealing buy.

It has grown its annual dividend each year since it started paying one in 2022. I'm expecting ongoing dividend growth for the foreseeable future, unless there is a sizeable and sustained global share market decline which hits GQG's FUM.

The company hardly charges any performance fees at all, so its revenue, profit and dividend are heavily influenced by changes in the FUM.

In 2024, the business grew FUM by 26.9% to US$153 billion, while the average FUM for the year grew 45.4% to US$148.2 billion. Annual revenue increased 46.9% to $760.4 million and distributable profit jumped 50.4% to $447.9 million.

In the June 2025 monthly update, GQG revealed that its FUM had risen to US$172.4 billion, which represents a 12.7% rise over the six months, thanks to a combination of investment returns from the fund and net inflows of US$8 billion in the six months to June 2025.

A forecast from broker Macquarie suggests GQG could pay a dividend yield of approximately 11.5% for FY26.

As long as its net inflows can remain positive, I'm confident on the ASX dividend share's ability to grow its dividend over the long-term.

Washington H. Soul Pattinson and Co. Ltd (ASX: SOL)

Soul Patts is one of most appealing S&P/ASX 200 Index (ASX: XJO) shares, in my opinion.

It's an investment business which has been operating for over a century and now has a diversified portfolio across a number of sectors.

Some of the industries it's invested in include building products, industrial property, resources, telecommunications, swimming schools, agriculture, electrification, credit, funerals and plenty more.

The business is benefiting from the growth of its existing portfolio's investments and it regularly makes new asset purchases too, unlocking further potential growth for Soul Patts.

Soul Patts' own dividend is funded from the dividend, distribution and interest income from its portfolio, while keeping a portion of that cash flow to reinvest in future opportunities.

It's the largest position in my portfolio because of my optimism in the ASX dividend share's future.

It currently has a grossed-up dividend yield of 3.4%, including franking credits.

Motley Fool contributor Tristan Harrison has positions in Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has positions in and has recommended Macquarie Group and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended Gqg Partners. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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