Analysts name 3 of the best ASX dividend shares to buy

Analysts are feeling bullish about these names. Let's find out why.

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Key points

  • Coles Group is lauded for its reliable dividends, driven by steady grocery demand, with Morgan Stanley forecasting appealing yields backed by strong cashflow and a robust market position.
  • HomeCo Daily Needs REIT benefits from its essential-service retail focus, offering resilience against economic shifts and attractive yields, with UBS supporting its inclusion in income-focused portfolios.
  • IPH stands out with its consistent cash generation and substantial dividends from its global IP services, making it a top pick for defensive income, as endorsed by Morgans with a standout dividend yield.

For investors focused on passive income, the Australian share market offers no shortage of high-yield opportunities.

To narrow things down, let's take a look at three that analysts think could be among the best to buy now. Here's what they are recommending to clients:

Coles Group Ltd (ASX: COL)

A name that deservedly attracts attention from income investors is Coles Group. As one of Australia's largest supermarket chains, it benefits from the kind of steady, recession-resistant demand that makes for dependable cashflow. People will always buy groceries, and that stability helps underpin the company's dividends year after year.

The team at Morgan Stanley expects this to continue in the near term. It 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 $22.33, this would mean dividend yields of 3.7% and 4%, respectively.

Morgan Stanley has an overweight rating and $26.50 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

Another ASX dividend share that brokers are recommending is the HomeCo Daily Needs REIT. It is a property trust specialising in essential-service retail centres. Its portfolio includes supermarkets, pharmacies, healthcare clinics, and other everyday-needs retailers that typically hold long, stable leases.

This focus on essential retail makes the REIT relatively resilient to economic swings, and the cashflows have historically supported solid distributions.

UBS believes this will remain the case. It is forecasting dividends of 9 cents per share in FY 2026 and again in FY 2027. Based on its current share price of $1.33, this would mean sizeable dividend yields of approximately 6.8% for both years.

UBS has a buy rating and $1.53 price target on its shares.

IPH Ltd (ASX: IPH)

A third ASX dividend share analysts are backing is IPH. It is a global intellectual property services group that helps clients protect their patents, trademarks, and intellectual property across multiple jurisdictions. This is a service that is always in demand regardless of the economic cycle.

Its defensive revenue profile, strong cash conversion, and disciplined capital management have allowed the company to pay generous dividends over many years. Morgans expects this trend to continue, forecasting fully franked dividends of 37 cents per share in FY 2026 and FY 2027. At today's share price of $3.63, this implies a massive 10% dividend yield for both years.

Morgans has a buy rating and $6.05 price target on its shares.

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 no position in any of the stocks mentioned. The Motley Fool Australia has recommended HomeCo Daily Needs REIT and IPH Ltd. 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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