These shares have bigger dividend yields (and more upside) than CBA shares

Analysts think these shares are better picks than Australia's largest bank.

| More on:
Smiling couple sitting on a couch with laptops fist pump each other.

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

  • Harvey Norman offers robust dividend yields and potential growth, with Bell Potter forecasting attractive yields of 4.4% and 5% over the next two years and a price target suggesting a solid upside.
  • Sonic Healthcare is poised for consistent growth post-COVID, with Bell Potter predicting yields of up to 4.8% and a favorable price target, reflecting optimism about its labs and diagnostics services.
  • Transurban's extensive toll road operations promise lucrative dividends, with Citi highlighting yields exceeding 5% and substantial long-term growth prospects across its Australian and North American networks.

Commonwealth Bank of Australia (ASX: CBA) shares are a popular option for income investors, but with a trailing dividend yield of just 3.1%, they may not be the best.

Especially when most analysts believe that the big four bank's shares are overvalued and destined to fall from current levels.

But don't worry, because there are plenty of quality alternatives for investors to choose from with bigger dividend yields and potential for plenty of upside.

Here's what analysts are recommending to income investors:

Harvey Norman Holdings (ASX: HVN)

The first ASX dividend share that could be worth considering is Harvey Norman.

It is of course one of Australia's largest retailers with a growing network of superstores across Australia and the world. It also owns one of the largest retail property portfolios, which provides both stability and an additional layer of asset backing for shareholders.

Bell Potter is bullish on the retailer and believes it is positioned to pay fully franked dividends of 30.9 cents per share in FY 2026 and then 35.3 cents per share in FY 2027. Based on its current share price of $7.06, this would mean dividend yields of 4.4% and 5%, respectively.

The broker has a buy rating and $8.30 price target on the company's shares.

Sonic Healthcare Ltd (ASX: SHL)

Another ASX dividend share that Bell Potter rates highly is Sonic Healthcare.

It is a medical diagnostics company with laboratories and collection centres across Australia, Europe, and the United States.

After a tough period following the end of COVID testing, Bell Potter thinks the company is ready for a return to consistent growth.

It is expecting this to support partially franked dividends of 109 cents per share in FY 2026 and then 111 cents per share in FY 2027. Based on its current share price of $22.98, this equates to dividend yields of 4.75% and 4.8%, respectively.

Bell Potter has a buy rating and $33.30 price target on its shares.

Transurban Group (ASX: TCL)

A third ASX dividend share that could be a good alternative to CBA shares is Transurban.

It is a toll road giant that operates a network of important roads across Australia and North America. This includes the newly opened West Gate Tunnel in Melbourne, the Eastern Distributor in Sydney, and AirportlinkM7 in Brisbane.

The team at Citi believes the company's portfolio is positioned to pay dividends per share of 69.5 cents in FY 2026 and then 73.7 cents in FY 2027. Based on its current share price of $14.42, this equates to dividend yields of 4.8% and 5.1%, respectively.

Citi has a buy rating and $16.10 price target on its shares.

Citigroup is an advertising partner of Motley Fool Money. 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 Transurban Group. The Motley Fool Australia has positions in and has recommended Harvey Norman and Transurban Group. The Motley Fool Australia has recommended Sonic Healthcare. 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

Close up of worker's hand holding young seedling in soybean field.
REITs

A 5.8% yield and 30% undervalued — time for me to buy this ASX 300 passive income star?

It's not easy to say no to 5.8%.

Read more »

A smiling woman dressed in a raincoat raise her arms as the rain comes down.
Dividend Investing

Top picks: 3 ASX dividend stocks for stress-free passive income

If you're after reliability, check out these income shares.

Read more »

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

5 top ASX dividend shares I would buy with $5,000

Let's see why these shares could be best buys for passive income in 2026.

Read more »

a hand reaches out with australian banknotes of various denominations fanned out.
Dividend Investing

These 2 ASX dividend shares are great buys right now

These defensive names look like strong picks today.

Read more »

Man holding Australian dollar notes, symbolising dividends.
Dividend Investing

$5,000 to invest? Consider 4 no-brainer ASX dividend shares with over 20 years of growth

These stocks are fantastic options for long-term passive income.

Read more »

A family drives along the road with smiles on their faces.
Dividend Investing

3 ASX dividend shares worth holding forever

Let's see what makes these shares great buy and hold options for income investors.

Read more »

Woman holding $50 notes with a delighted face.
Dividend Investing

1 perfect retirement stock with a 4.58% payout each month

This dividend-paying stock is perfect for retirees.

Read more »

Woman calculating dividends on calculator and working on a laptop.
Dividend Investing

3 ASX dividend shares to buy with $20,000 in 2026

Let's see why these shares could be smart picks for income investors right now.

Read more »