Forget Westpac, these strong ASX dividend shares could be top buys

Analysts at Morgans think these shares could be top picks for income investors.

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Key points

  • Morgans is recommending two ASX dividend shares as good buys for income investors, highlighting Amcor and Monadelphous Group for their strong potential and attractive yields.
  • Amcor is seen as undervalued at a 10.4x forward PE and offers a solid dividend yield, with Morgans expecting dividends to be around 6.2% to 6.4% over the next two years.
  • Monadelphous Group, an engineering company, has shown strong revenue potential, driven by major projects and industry demand, with expected dividend yields of 3.5% to 3.8% in the coming years.

There are a lot of options out there for income investors on the Australian share market.

And while many investors stick with Westpac Banking Corp (ASX: WBC) and the rest of the big four banks, they may not be the best picks right now due to their premium valuations.

But which ASX dividend shares could be top alternatives? Let's take a look at two that analysts at Morgans are recommending to clients this month:

Amcor (ASX: AMC)

The first ASX dividend share that could be a buy is packaging giant Amcor.

Morgans was pleased with its solid start to the year and believes its shares are being undervalued by the market. It has put a buy rating and $15.20 price target on its shares. The broker said:

Following AMC's solid 1Q26 result, management's increased confidence in delivering FY26 synergy targets, and the reaffirmation of FY26 guidance, we believe the outlook remains positive. Trading on 10.4x FY26F PE with a 6.1% yield, we view the valuation as attractive. Potential positive catalysts include meeting or exceeding expectations in upcoming quarterly results and the successful completion of additional asset sales.

With respect to dividends, Morgans is forecasting dividends per share of approximately 81 cents in FY 2026 and then 83 cents in FY 2027. Based on its current share price of $13.00, this would mean dividend yields of 6.2% and 6.4%, respectively.

Monadelphous Group Ltd (ASX: MND)

Morgans thinks that this engineering company could be an ASX dividend share to buy now.

It was impressed with the company's recent update and sees potential for a guidance beat in FY 2026. It said:

Today's update was exceptionally strong, and our view is that the good times are poised to continue. Though 1H revenue is expected to grow +40% YoY, management has tempered expectations for the full year by providing early guidance (FY26 revenue +20-25%). This leaves capacity for further beats if demand surprises. Our view is that demand in E&C will accelerate due to Rio's multi-year Pilbara replacement cycle (which gathers pace in CY26 and CY27), and a resurgence in rare earths projects (MND was heavily involved in ARU's US$1.2bn Nolans project previously).

Additionally, volume strength in Maintenance should continue as project scheduling indicates further oil & gas turnarounds into FY27, although FY26 contains a few one-offs so we fade growth expectations into FY27. Target price moves to $29.00 (from $24.40). BUY maintained.

Morgans is forecasting fully franked dividends per share of 93 cents in FY 2026 and then 101 cents in FY 2027. Based on its current share price of $26.24, this would mean dividend yields of 3.5% and 3.8%, respectively.

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 positions in and has recommended Amcor Plc. 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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