3 ASX dividend stocks retirees can rely on

Analysts think these shares could be great picks for retirees. Let's find out why.

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Key points

  • Coles Group offers stability for retirees with its consistent revenue stream from the grocery sector, and Morgan Stanley forecasts fully franked dividends yielding 3.5% to 3.8% by FY 2027.
  • Telstra Group provides recurring revenues from telecommunications, with Macquarie predicting dividend growth yielding 4% to 4.25% by FY 2027, driven by structural simplification and cost-cutting.
  • Transurban Group, managing toll roads, ensures predictable cash flows linked to traffic volumes, with Citi estimating dividend yields of 4.9% to 5.15% by FY 2027.

For retirees, dependable dividends can make all the difference.

With interest rates on the slide, owning stocks that pay steady, sustainable income is a powerful way to protect a lifestyle.

But which ones tick this box right now?

Let's take a look at three ASX dividend stocks that analysts think stand out as reliable options for income-focused investors. They are as follows:

Coles Group Ltd (ASX: COL)

The first ASX dividend share to consider is Coles. It is one of Australia's two supermarket giants, and that position gives it enviable stability. Regardless of the economic cycle, consumers need to buy groceries, which translates into consistent revenue and cash flow.

For retirees, this means Coles can keep paying regular dividends backed by defensive earnings. Management has also been investing in automation and supply chain upgrades to improve efficiency, which should help protect margins and support long-term payouts.

In the near term, Morgan Stanley is forecasting fully franked dividends of 83 cents per share in FY 2026 and then 90 cents per share in FY 2027. Based on its current share price of $23.76, this equates to dividend yields of 3.5% and 3.8%, respectively.

Morgan Stanley has an overweight rating and $26.80 price target on its shares.

Telstra Group Ltd (ASX: TLS)

Another ASX dividend share for retirees could be Telstra. It is the backbone of Australia's telecommunications industry, with millions of mobile and broadband customers.

This means its revenues are highly recurring. And with demand for connectivity growing year after year, it appears well-placed for steady long term growth.

In addition, the telco giant has been simplifying its structure and cutting costs. This combination likely gives Telstra the ability to grow its dividend over time.

Macquarie expects this to be the case. It is forecasting fully franked dividends of 20 cents per share in FY 2026 and then 21 cents per share in FY 2027. Based on its current share price of $4.94, this would mean dividend yields of 4% and 4.25%, respectively.

The broker has an outperform rating and $5.04 price target on its shares.

Transurban Group (ASX: TCL)

Finally, Transurban could be a top ASX dividend share for retirees. It operates toll roads across Australia and North America, which provide it with a steady stream of cash flows.

With long-term concession agreements that often lasting decades, Transurban's revenues are predictable and linked to traffic volumes that tend to rise with population growth.

This bodes well for its dividends over the next decade. But for now, Citi expects dividends per share of 69.9 cents in FY 2026 and then 74.1 cents in FY 2027. Based on its current share price of $14.37, this equates to dividend yields of 4.9% and 5.15%, respectively.

Citi has a buy rating and $16.10 price target on its shares.

Citigroup is an advertising partner of Motley Fool Money. 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 positions in and has recommended Macquarie Group and Transurban Group. The Motley Fool Australia has positions in and has recommended Coles Group, Macquarie Group, and Telstra Group. 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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