Why Coles and APA Group could be dividend stars of the next decade

Analysts think these shares could be destined to deliver for income investors over the long term.

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Key points

  • Macquarie rates APA Group an outperform, forecasting dividend yields of 6.5% in FY26 and 6.6% in FY27, supported by stable, inflation-linked cash flows.
  • Coles benefits from its defensive grocery duopoly and efficiency investments, with Macquarie projecting yields of 3.2% in FY26 and 3.5% in FY27.
  • Both companies are seen as strong long-term dividend plays, offering income investors reliability and potential for steady payout growth.

Dividends remain one of the most attractive features of investing in ASX shares.

For long-term investors, reliable payouts can mean consistent income and the potential for compounding wealth when reinvested.

Some ASX shares stand out for their ability to generate cash and distribute it to shareholders year after year and could be great long term picks for an income portfolio.

Two such ASX shares that analysts rate highly are named below. Here's what you need to know about these shares:

APA Group (ASX: APA)

The first ASX share that could be a dividend star is APA Group. It owns and operates one of Australia's largest portfolios of energy infrastructure, including gas transmission pipelines. With revenues supported by long-term contracts, APA enjoys predictable cash flows and the ability to pass on inflation-linked increases.

As Australia transitions to a cleaner energy future, APA's assets will remain critical to ensuring supply security.

Macquarie thinks it would be a great pick for income investors. It has an outperform rating and $9.23 price target on its shares.

In respect to dividends, the broker is forecasting payouts of 58 cents per share in FY 2026 and then 59 cents per share in FY 2027. Based on its current share price of $8.96, this would mean very generous dividend yields of 6.5% and 6.6%, respectively, over the next two financial years.

Coles Group Ltd (ASX: COL)

Another ASX share that could be destined to be a dividend star of the next decade is Coles. It has been part of Australia's grocery duopoly for decades, and that dominant position provides it with dependable earnings. Shoppers may adjust their spending habits in tough times, but grocery demand is always there, giving Coles a highly defensive business model.

In addition, the company's ongoing investments in supply chain automation and online operations should also help drive efficiencies and protect margins. This positions Coles to keep growing its dividends while still investing in future growth.

Analysts at Macquarie are also positive on the company and have an outperform rating and $25.40 price target on its shares.

As for income, the broker is forecasting fully franked dividends of 77 cents per share in FY 2026 and then 84 cents per share in FY 2027. Based on its current share price of $23.88, this would mean attractive dividend yields of 3.2% and 3.5%, respectively, for income investors.

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. The Motley Fool Australia has positions in and has recommended Apa Group, Coles Group, and Macquarie 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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