A dividend champion I think every ASX investor needs in their portfolio

Let's see why this could be one of the best income shares out there.

| More on:
Happy young couple saving money in piggy bank.

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points

  • APA Group, a key player in Australia's energy sector, offers stable and reliable dividends, making it a strong candidate for income-focused investors.
  • With a $27 billion portfolio encompassing gas, electricity, solar, and wind assets, APA ensures long-term cash flow stability through substantial infrastructural assets and contracts.
  • Having consistently grown its dividend annually for over a decade, APA is expected to continue this trend with forecasted increases, offering attractive yields above the market average.

When it comes to reliable income and steady growth, few ASX dividend shares can match the record of APA Group (ASX: APA).

This energy infrastructure giant has quietly become one of the most dependable dividend payers on the Australian share market.

And while it doesn't grab headlines like the big banks or miners, APA has built a powerful reputation as a true dividend champion. One that I believe deserves a place in every income-focused portfolio.

A powerhouse of Australian infrastructure

APA Group is a cornerstone of Australia's energy system. The company owns, manages, and operates a $27 billion portfolio of gas, electricity, solar, and wind assets that underpin the nation's energy security.

Its vast network includes 15,000 kilometres of gas pipelines, transporting around half of Australia's domestic gas supply. APA also operates key electricity transmission links that connect the eastern states and even Tasmania to the national grid.

In addition to its gas infrastructure, APA owns and operates power generation assets across the country, from gas-fired plants to solar and wind farms. This ensures its portfolio remains diversified and resilient through the energy transition.

Overall, APA is the backbone of Australia's energy network. Its infrastructure is essential, its revenues are predictable, and its operations are supported by long-term contracts that provide stability and visibility of cash flow. These are arguably the perfect ingredients for dependable dividends.

A decade of growing dividends

APA's dividend record is one of the best on the Australian share market. The company has lifted its distribution every single year for over a decade, making it a standout for investors seeking consistent income.

The good news is that analysts at Macquarie Group Ltd (ASX: MQG) believe this dividend increase trend will continue for the foreseeable future.

According to a recent note, the broker is forecasting a 1.8% lift to 58 cents per share in FY 2026, in line with management's guidance, followed by another increase to 59 cents per share in FY 2027.

Based on its current share price of $9.04, this equates to dividend yields of 6.4% and 6.5%, respectively, which is significantly better than the market average of approximately 4%.

Foolish takeaway

APA Group may not be the most glamorous stock on the ASX, but it is one of the most reliable. With a dividend yield above 6%, an uninterrupted record of annual increases, and a clear pipeline of growth opportunities, it offers the kind of stability every income investor should value.

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 and Macquarie Group. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Dividend Investing

Man holding out Australian dollar notes, symbolising dividends.
Dividend Investing

1 magnificent ASX dividend share down 19% to buy and hold for decades

The stock looks like a bargain right now.

Read more »

Happy man holding Australian dollar notes, representing dividends.
Dividend Investing

Buy BHP, Woolworths, and these ASX dividend shares

Let's see why these shares could be top picks for income investors.

Read more »

Traveller in hammock relaxing on the beach.
Dividend Investing

Lazy investor: this ASX dividend growth stock deserves a spot in your portfolio

I think this stock is perfect for all investors, even the laziest...

Read more »

A young farnmer raise his arms to the sky as he stands in a lush field of wheat or farmland.
Dividend Investing

I'd buy 40,921 shares of this ASX stock to aim for $400 a month of passive income

This business is a top option for large and consistent payouts.

Read more »

A person holds their hands over three piggy banks, protecting and shielding their money and investments.
Dividend Investing

2 Australian dividend giants that belong in any portfolio

You can't go wrong with these ASX veterans.

Read more »

A young boy flexes his big strong muscles at the beach.
Dividend Investing

3 little-known ASX dividend stocks to buy for income

Small businesses can be just as compelling options for passive income.

Read more »

Happy man working on his laptop.
Dividend Investing

2 of the best ASX dividend shares to buy in December

Let's see why these shares could be best buys according to the broker.

Read more »

Close-up of a business man's hand stacking gold coins into piles on a desktop.
Dividend Investing

This ASX dividend share is projected to pay an 8% yield by 2027

This business has the potential to deliver to a lot of income…

Read more »