3 super ASX dividend shares to buy for an income portfolio

These dividend shares have been given buy ratings by analysts. Let's find out why.

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Key points

  • Centuria Industrial REIT's resilience through long-term leases and stable rental income is a highlight, with optimistic forecasts from analysts predicting growth and attractive dividend yields in the coming years.
  • GQG Partners Inc., despite recent performance issues, maintains solid long-term appeal due to its scalable business model that rewards shareholders with significant dividend yields.
  • Woolworths Group continues to be a reliable choice for income portfolios, offering steady cash flow and fully franked dividends, supported by its defensive business model and a steadfast market presence.

Fortunately for income investors, there are a lot of ASX dividend shares to choose from on the local market.

To narrow things down, let's take a look at three that analysts are tipping as buys right now. They are as follows:

Centuria Industrial REIT (ASX: CIP)

Centuria Industrial REIT is one of Australia's leading owners of industrial real estate. Its portfolio includes major distribution hubs that are leased to blue-chip tenants in e-commerce, manufacturing, and logistics.

While rising interest rates have pressured the broader property sector in recent times, Centuria Industrial REIT's long-term leases and stable rental income have provided resilience.

The good news is that analysts at UBS believe the company is now positioned for growth. It is forecasting dividends per share of 16.8 cents in FY 2026 and then 17.9 cents in FY 2027. Based on its current share price of $3.52, this equates to dividend yields of 4.8% and 5.1%, respectively.

UBS has a buy rating and $3.95 price target on its shares.

GQG Partners Inc. (ASX: GQG)

This US-based fund manager could be another ASX dividend share to buy.

GQG's business model is simple. It earns management and performance fees based on funds under management (FUM), which last stood at over US$167 billion. As it attracts new clients and inflows, the company's profitability scales quickly, allowing it to pay out a large portion of earnings to shareholders.

And while its performance has been underwhelming this year due to its aversion to the AI boom, management is confident that things will improve.

Macquarie thinks it is worth sticking with GQG, it recently put an outperform rating and $2.50 price target on its shares.

As for income, it is forecasting the equivalent of dividends per share of 22.6 cents per share in FY 2025 and then 22.9 cents per share in FY 2026. This represents dividend yields greater than 9% for both years.

Woolworths Group Ltd (ASX: WOW)

As one of Australia's most recognised and trusted companies, Woolworths has long been a cornerstone of income portfolios. Its defensive business model means cash flow remains steady even when the economy softens.

This ultimately allows it to pay regular, fully franked dividends to shareholders. Speaking of which, Bell Potter expects Woolworths to reward its shareholders with fully franked dividends of 91 cents per share in FY 2026 and then 100 cents per share in FY 2027. Based on its current share price of $28.04, this would mean dividend yields of 3.25% and 3.55%, respectively.

Bell Potter has a buy rating and $30.70 price target on Woolworths' shares.

Motley Fool contributor James Mickleboro has positions in Gqg Partners and Woolworths Group. 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 Macquarie Group and Woolworths Group. The Motley Fool Australia has recommended Gqg Partners. 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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