2 growing ASX dividend stocks to buy and hold in August

Let's see what analysts are saying about these buy-rated shares.

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If you are on the lookout for some new additions to your income portfolio, then it might be worth checking out the two ASX dividend stocks listed below.

That's because they have been named as top picks by analysts.

Let's see what they are saying about them:

Collins Foods Ltd (ASX: CKF)

Morgans is positive on this quick service restaurant operator and believes it could be an ASX dividend stock to buy.

It was pleased with its performance in FY 2025 and even more pleased to see management guiding to strong growth in FY 2026. Morgans believes this shows that management is very confident in its outlook. It commented:

CKF's FY25 result was materially better than expected with underlying NPAT 15% ahead of consensus mainly driven by stronger than guided margins. After a challenging 1H25, profitability materially improved in the 2H25 reflecting stronger SSS growth, cost deflation and operational efficiencies. Despite a weaker than expected trading update, CKF provided FY26 underlying NPAT guidance for low to mid-teens growth which was in line with consensus.

Importantly, guidance does not account for much of a recovery in SSS growth from the 1H26 trading update and is driven by continued cost deflation and operational efficiencies (self-help). In our view, CKF providing specific NPAT guidance this early in the year (for the first time) is a strong positive endorsement from management in the outlook.

As for income, Morgans is forecasting fully franked dividends of 27 cents per share in FY 2026 and then 31 cents per share in FY 2027. Based on its current share price of $9.32, this would mean dividend yields of 2.9% and 3.3%, respectively.

The broker currently has a buy rating and $10.10 price target on its shares.

Jumbo Interactive Ltd (ASX: JIN)

Another ASX dividend stock that could be a buy according to analysts is Jumbo Interactive.

It is an online lottery ticket seller known for its Oz Lotteries website. It also offers the Powered by Jumbo lottery platform, which offers smart solutions to lottery operators.

Macquarie believes that its shares are being undervalued by the market and is recommending investors snap them up while they are down. It said:

Jumbo is trading at a 45% P/E discount to the ASX 300 Industrials, its widest since 2017, following a significant de-rate at the 1H25 result, whereby earnings were impacted by jackpot activity (which will normalise) and market share losses, which if reversed, will be a key re-rating catalyst.

As for income, the broker is forecasting fully franked dividends of 50.5 cents per share in FY 2025 and then 63 cents per share in FY 2026. Based on its current share price of $10.41, this would mean yields of 4.85% and 6%, respectively.

Macquarie currently has an outperform rating and $13.90 price target on its shares.

Motley Fool contributor James Mickleboro has positions in Collins Foods. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has positions in and has recommended Jumbo Interactive. The Motley Fool Australia has recommended Collins Foods and Jumbo Interactive. 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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