Why this ASX share could be the best bank buy for dividends after the FY25 result

This bank is delivering solid earnings and dividends.

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The ASX bank share MyState Ltd (ASX: MYS) is not one of the most well-known companies in the industry, but it has a lot to offer for investors, in my view.

It's a financial institution with a presence across Australia. Its merger with Auswide means its biggest four exposures are Queensland, Victoria, Tasmania, and New South Wales.  

MyState is a small business compared to the big four banks of Commonwealth Bank of Australia (ASX: CBA), ANZ Group Holdings Ltd (ASX: ANZ), Westpac Banking Corp (ASX: WBC), and National Australia Bank Ltd (ASX: NAB).

Pleasingly, MyState is delivering growth for investors, which is helping the underlying value of the business.

Growth for the ASX bank share

In the FY25 result, MyState reported total operating income growth of 22.4% to $186.6 million, core earnings growth of 16.1% to $59.7 million, and underlying net profit after tax (NPAT) growth of 17% to $41.3 million.

Those numbers were driven by the merger with Auswide, leading to customer loan growth of 62% to $12.9 billion, and customer deposit growth of 71% to $10.1 billion.

The merger is expected to deliver significant synergies for the ASX bank share. In the four months since the merger was completed, annualised synergies of $8.4 million have already been achieved. Over a three-year period, annual pre-tax synergies of between $20 million and $25 million are expected.

MyState also noted that Auswide has launched a new partnership with Elders Ltd (ASX: ELD) to distribute its banking products through Elders' extensive rural network. Those products include arm management deposits, term deposits, cash management accounts, and savings accounts.

I'm expecting the business to deliver pleasing underlying earnings per share (EPS) growth in FY26 and beyond.

Solid dividend

The board of directors decided to declare a final dividend of 11 cents per share with the FY25 result, up from 10.5 cents per share in the HY25 report.

That brought the FY25 annual dividend to 21.5 cents per share, which translates into a grossed-up dividend yield of approximately 7%, including franking credits.

If the ASX bank share maintains the same dividend payout ratio, then earnings growth can help the company grow its dividend in the coming years.

Compelling forecasts for the ASX bank shares

The predictions on Commsec suggest the business could generate EPS of 32.9 cents in FY26 and 40.7 cents in FY27. That means it's trading at 13x FY26's estimated earnings and 10.6x FY27's estimated earnings. With that earnings outlook, I think it's trading at a low price-earnings (P/E) ratio for the potential growth.

The Commsec forecast also suggests the annual dividend per share could grow to 22 cents in FY26 and then 26 cents in FY27. At the time of writing, that translates into a grossed-up dividend yield, including franking credits, of 7.3% in FY26 and 8.6% in FY27.

I think the next two years look very compelling for the ASX bank share.

Motley Fool contributor Tristan Harrison has positions in Elders. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has recommended Elders. 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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