How many Macquarie shares do I need to buy for $1,000 of annual passive income?

The global investment bank is building an impressive record for dividends.

| More on:
happy investors around computer, young investors, loans, finance

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

Owning Macquarie Group Ltd (ASX: MQG) shares could be a strong pick for passive income over the longer-term as the business continues to invest for growth over the years.

The business has four different divisions – banking and financial services (BFS), asset management, investment banking and commodities and global markets (CGM). Impressively, it has global operations with around two-thirds of its income generated overseas.

But, in recent years, the business has worked on growing its presence in the Australian banking sector.

According to reporting by the Australian Financial Review, Macquarie's mortgage book rose by 2.45% in the month of December 2025, the fastest growth rate since June 2022. It was also 3.3x the average of all banks. Those numbers were based on APRA data.

Those numbers bode well for the ASX financial share and its ability to pay good dividends in the years ahead. With expectations of rising payouts for investors, let's take a look at the projections and how many Macquarie shares would be needed.

Passive income projection

According to the forecast on Commsec, the business is projected to increase its annual dividend by 9.2% year-over-year in FY26 to $7.10. At the time of writing, that translates into a dividend yield of 3.3%, excluding any franking credits.

If an investor wanted to receive $1,000 of annual passive income in 2026 with that forecast dividend, that would mean that'd need to own 141 Macquarie shares.

However, the business has already paid its FY26 half-year dividend, so it may be useful to look at the projection for FY27 too because it's not too long until that financial year starts.

The forecast on Commsec suggests the business could grow its annual payout by 8.4% to $7.70. That would be a dividend yield of 3.6%, excluding any franking credits.

If an investor wanted to receive $1,000 of annual passive income based on the FY27 projection, someone would need 130 Macquarie shares.

Is this a good time to buy Macquarie shares?

Broker UBS thinks so, after recently changing its rating on the ASX financial share to a buy. UBS wrote:

Macquarie's profitability over the past three years (10.2% ROTE, compared to its long-term avg of 16.4%) has underperformed mkt expectations. This weaker performance contributed to an 8.3% decline in its share price in 2025, which lagged behind both the broader mkt and its peers.

With the need for improvement, we believe MAM's exit from public markets in the US and Europe, finalised in Dec '25, is a +ve development. This transition shifts the business focus further toward private markets, particularly infra. However, with ongoing concerns around CGM's performance and the timing of asset realisations, we think the mkt has not fully factored in the implications of this divestment on MAM's fee structure, and performance fee potential. Upgrade to Buy.

UBS currently has a price target of $235 on the business. That implies a possible rise of around 10% (at the time of writing) within the next year.

Motley Fool contributor Tristan Harrison 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 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 Financial Shares

A man is deep in thought while looking at a graph and rising and falling percentages.
Financial Shares

Are ASX Ltd shares a buy, sell or hold after their recent update?

The ASX has plenty of balls in the air at the moment.

Read more »

A man holding a cup of coffee puts his thumb up and smiles while at laptop.
Financial Shares

Forget CBA shares and buy this ASX financial stock

Bell Potter thinks this stock could deliver big returns for investors.

Read more »

Business man marking Sell on board and underlining it
Financial Shares

3 ASX 200 financial shares to sell: experts

Market analysts explain their sell ratings on these ASX 200 financial stocks.

Read more »

ASX board.
Financial Shares

ASX Limited shares keep getting cheaper, but the market still isn't convinced

At roughly 20 times earnings, the ASX now trades below its own historical averages.

Read more »

A man casually dressed looks to the side in a pensive, thoughtful manner with one hand under his chin, holding a mobile phone in his hand while thinking about something.
Financial Shares

This ASX small-cap stock is up 56% in a year, so why did shares fall after today's update?

Today's drop was despite the fintech lender delivering another strong quarterly update.

Read more »

ASX share investor sitting with a laptop on a desk, pondering something.
Financial Shares

AMP share price down 5% in 2026 so far. Is there any upside ahead?

Here's what the experts think.

Read more »

woman sitting at desk holding hand up in stop motion
Financial Shares

Big UK deal, big capital raise. Why this ASX stock is in a trading halt

This ASX broker has halted trading after announcing a major UK acquisition and $400m capital raise.

Read more »

A doctor appears shocked as he looks through binoculars on a blue background.
Financial Shares

Up 286% in 5 years, why are investors paying 100x earnings for HUB24 shares?

Investors are paying for growth at scale, but the risks remain.

Read more »