In order to receive a dividend, you must own the ASX share before its ex-dividend date.

Here at The Fool, our analysts do not recommend buying ASX shares simply just to get the next dividend payment.

Our market experts say the decision to buy should be more thoughtful than that, and based on fundamental analysis.

But if you already intend to buy any of these ASX shares, you might like to consider the best timing for you.

For example, you could buy before the ex-dividend date and receive entitlement to the next dividend payment.

Or you might prefer to wait until the ex-dividend date itself, when the share price usually falls, to snap up your stock.

Here are some ex-dividend dates next week

The post 20 ASX shares with ex-dividend dates next week appeared first on The Motley Fool Australia.

Four ASX shares that have managed to avoid the selloff are listed below. Here's why they are rising:

Amplitude Energy Ltd (ASX: AEL)

The Amplitude Energy share price is up 1.5% to $2.66. This morning, this natural gas company released an update on drilling operations at the Isabella prospect in the offshore Otway Basin in Victoria. Preliminary data collected implies high deliverability and low CO2 levels in the Isabella reservoir. It said: "The gas water contact is currently interpreted as being below the Waarre C reservoir intersection, with technical results to date indicating potential for a larger gas accumulation than that implied by the Waarre C reservoir intersection alone, which supports the Joint Venture progressing to a flow test to confirm minimum gas volume and reservoir pressure."

Cogstate Ltd (ASX: CGS)

The Cogstate share price is up almost 2.5% to $2.16. This may have been driven by a broker note out of Bell Potter. It has named the healthcare technology company specialising in digital cognitive assessments as one of its best buys for March. It said: "The stock is trading at ~11x forward EV/EBITDA which looks very undemanding relative to local small cap healthcare peers (>30x avg) and large global peers (~13x avg with lower growth). The company has an impressive NAPT margin of 19% in FY25 and is well poised for leverage off the back of its second-best ever half of new sales in 1H26 which grew revenue backlog up to US$92m."

Dexus Convenience Retail REIT (ASX: DXC)

The Dexus Convenience Retail REIT share price is up 1% to $2.79. This morning, the REIT revealed that it intends to undertake an on-market buy-back with an initial target of 2.5% of securities on issue. DXC Fund Manager, Pat De Maria, said: "Around current trading levels, we believe that an on-market securities buy-back represents a compelling return on capital and further enhances value for existing securityholders."

Santos Ltd (ASX: STO)

The Santos share price is up 3% to $7.68. Investors have been buying Santos and other ASX energy shares on Monday after oil prices raced beyond US$100 per barrel. According to CNBC, the WTI crude oil is currently up 20% to US$109.12. This has been driven by news that major Middle Eastern oil producers, including Kuwait, Iran, and the United Arab Emirates, have cut oil production following the closure of the Strait of Hormuz.

The post Why Amplitude Energy, Cogstate, Dexus Convenience Retail, and Santos shares are charging higher appeared first on The Motley Fool Australia.

But income investors don't need to settle for that. Not when there are high-yield options out there.

For example, three shares that brokers are bullish on and expect to provide above-average yields in the near term are listed below. Here's what they are recommending:

Charter Hall Retail REIT (ASX: CQR)

The first ASX dividend share that could be a buy in March is the Charter Hall Retail REIT.

It owns a diversified portfolio of convenience-based retail centres anchored by supermarkets, service stations, and essential services. These tend to be highly defensive, as shoppers continue to spend on groceries and everyday necessities regardless of economic conditions.

Together with long lease terms and high-quality tenants, Charter Hall Retail has good visibility over rental income. This is supportive of consistent distributions to unitholders.

The team at Citi is positive on the company and is expecting some big dividend yields in the near term.

The broker has pencilled in dividends per share of 25.5 cents in FY 2026 and then 26 cents in FY 2027. Based on its current share price of $3.99, this would mean dividend yields of 6.4% and 6.5%, respectively.

Citi has a buy rating and $4.50 price target on its shares.

Dexus Convenience Retail REIT (ASX: DXC)

Another ASX dividend share that could be a buy this month according to analysts is Dexus Convenience Retail REIT.

It owns a nationwide portfolio of service stations and convenience retail sites that are leased to high-quality tenants under long-term, inflation-linked agreements. These leases provide predictable cash flows, which is exactly what income-focused investors typically look for.

Bell Potter is bullish on the REIT. It has a buy rating and $3.25 price target on its shares.

As for income, it expects dividends of 20.9 cents per share in FY 2026 and 21.6 cents per share in FY 2027. Based on its current share price of $2.74, that equates to dividend yields of 7.6% and 7.9%, respectively.

Harvey Norman Holdings Ltd (ASX: HVN)

A third ASX dividend share to buy in March could be Harvey Norman.

In addition to its core electronics and furniture operations, this retail giant owns a substantial property portfolio. This adds another layer of income stability and has supported generous dividend payments over time.

Macquarie remains positive on the retailer. It believes the company is positioned to pay fully franked dividends per share of 27.8 cents in FY 2026 and 31.2 cents in FY 2027. Based on its current share price of $5.51, this represents dividend yields of 5% and 5.65%, respectively.

The broker has a buy rating and $6.60 price target on its shares.

The post These ASX dividend shares offer 5% to 7% yields appeared first on The Motley Fool Australia.

Both companies released HY26 results over the last week. 

What did the companies report?

Dexus Convenience Retail REIT wholly owns a portfolio of service station and convenience retail assets.

It released its earnings results for the six months to 31 December 2025 this week. 

The company confirmed an interim distribution of 10.45 cents per security and confirmed its previously provided FY26 guidance.

Highlights included a high occupancy of 99.9% maintained, and a portfolio valuation uplift of $19.8 million, supporting a 4.4% increase in Net Tangible Assets (NTA) per security to $3.80. 

Meanwhile, oil and natural gas producer Beach Energy released FY26 half year earnings results last week. 

The company reported 1H FY26 underlying EBITDA of $558m and underlying NPAT of $219m. 

Both of these came in ahead of expectations.

An interim fully franked dividend of 1cps was also declared. 

What is Morgans' take on these ASX shares?

The team at Morgans said Dexus Convenience REIT delivered a solid 1H26 operating result. 

It noted that the company has agreed to acquire two fund-through developments (~$35m combined), consistent with its ongoing portfolio repositioning toward metro and highway locations. 

Portfolio fundamentals remain sound, supported by long-dated leases, high occupancy and a tenant base weighted toward national operators, while gearing sits at the lower end of the target range, providing balance sheet capacity to fund the development pipeline.

The broker sees this ASX REIT as trading at a 26% discount to NAV.

It has placed an accumulate rating on these ASX shares along with a $2.90 target price.

Dexus Convenience REIT closed trading yesterday at $2.83. 

For Beach Energy shares, Morgans said the noisy 1H26 result was hard to analyse. 

Pushing its accounting treatments harder than its operations leaves us concerned around BPT's forward FCF profile. Gradually declining reserves could suppress BPT's valuation until it makes an acquisition, a difficult position to be in.

Based on this guidance, Morgans has downgraded its rating to trim (from hold), with an updated $1.09 target price.

Beach Energy shares closed yesterday at $1.13 each. 

Foolish takeaway 

Based on the guidance out of Morgans yesterday, it seems both of these ASX shares are close to fairly valued. 

However elsewhere, Bell Potter is more optimistic on Dexus Convenience REIT shares. 

The broker has a $3.25 price target along with a buy recommendation.

This indicates an upside of almost 15%. 

The post What's Morgans' view on these ASX shares following earnings results? appeared first on The Motley Fool Australia.

Arena REIT (ASX: ARF) shares are up 0.86% to $3.53, Dexus Industria REIT (ASX: DXI) is 0.40% higher at $2.54, while Dexus Convenience Retail REIT (ASX: DXC) is flat at $2.82.

Arena REIT and Dexus Industria REIT reported today, while Dexus Convenience Retail REIT released its numbers on Monday.

Here is what investors are digesting.

Arena REIT stands out with earnings and distribution growth

Arena REIT reported a strong result for the six months to 31 December 2025, underpinned by contracted rental growth and development completions.

Net operating profit increased 9% to $39 million, while operating earnings rose to 9.70 cents per security, up 5.4% on the prior corresponding period. Statutory net profit came in at $110 million, reflecting valuation gains across the portfolio.

Arena declared an interim distribution of 9.625 cents per security, up 5.5% year on year, and reaffirmed full-year distribution guidance of 19.25 cents per security.

Portfolio fundamentals remain a key strength. Occupancy was 100%, with a weighted average lease expiry of 17.9 years. The trust recorded a portfolio valuation uplift of $61.2 million, taking total assets to $1.98 billion and net asset value per security to $3.64.

Dexus Industria REIT holds up as costs rise

Dexus Industria REIT delivered a resilient half-year result despite higher interest costs weighing on earnings.

Funds from operations declined slightly to $28.2 million, or 8.9 cents per security. Statutory net profit after tax (NPAT) fell to $43.4 million, reflecting lower valuation gains compared with the prior half.

The trust declared an interim distribution of 8.3 cents per security and reaffirmed full-year guidance of 16.6 cents per security. FY26 funds from operations guidance was slightly upgraded to between 17.3 and 17.4 cents per security.

Portfolio metrics remained solid, with occupancy at 99.7% and a weighted average lease expiry of 5.3 years. Net tangible assets increased 5.1% to $3.39 per security, supported by a $14.8 million uplift in portfolio valuations.

Dexus Convenience Retail REIT focuses on steady income

Dexus Convenience Retail REIT reported a steady result for the half-year to 31 December 2025, reflecting the defensive nature of its convenience-based retail portfolio.

Funds from operations came in at $14.5 million, or 10.5 cents per security, supported by like for like income growth of 2.9% and average rent reviews of 3.1%. The trust declared an interim distribution of 10.45 cents per security.

Statutory net profit after tax (NPAT) rose to $35.8 million, up from $14.7 million in the prior corresponding period, driven by a $19.8 million valuation uplift. Net tangible assets increased 4.4% to $3.80 per security.

Portfolio occupancy remained high at 99.9%, with gearing of 29.8% at the lower end of the target range.

Foolish Takeaway

All 3 REITs delivered solid results that met expectations, but none provided a strong reason to be re-rated.

Arena continues to offer visible earnings and distribution growth, while Dexus Industria and Dexus Convenience Retail remain focused on stability.

The post Income investors are watching these 3 ASX REIT results. Here's the details appeared first on The Motley Fool Australia.

Three ASX shares that have fared well and are being recommended by the broker to its clients are named below.

Here's why the broker is bullish on these names:

Dexus Convenience Retail REIT (ASX: DXC)

Bell Potter believes that Dexus Convenience Retail REIT offers a compelling mix of defensive income and valuation support.

The broker highlights DXC's high-quality portfolio of service stations and convenience retail assets, leased to long-term, non-discretionary tenants. This includes tenants such as 7-Eleven, Ampol (ASX: ALD), and Chevron. This provides stable cash flows and resilience through the cycle.

Importantly, Bell Potter sees scope for valuation upside as capitalisation rates stabilise. It said:

Petrol stations are typically a low volatility asset class given long term leases with strong covenants, however higher debt base rates are likely to see cap rate expansion ahead. Asset valuations however at a 6.3% portfolio cap rate do not look demanding to us vs. industry transactions and peer REITs.

Bell Potter has a buy rating and price target of $3.25 on Dexus Convenience Retail REIT's shares. Based on its current share price of $2.82, this implies upside of more than 15%. That's before factoring in a forecast dividend yield of around 7.5%.

Orica Ltd (ASX: ORI)

Orica is an ASX share to buy this week according to Bell Potter.

The broker points to strong structural tailwinds driven by increased production of iron ore, copper, and gold, which should underpin long-term demand for blasting services. It notes that Orica's scale, global footprint, and pricing discipline position it well to benefit from this trend. The broker said:

We expect EBIT growth momentum to be sustained in the short-to-medium term underpinned by cyclical tailwinds in mining and exploration markets. EBIT growth is expected to be supported by further premium product uptake, robust facility performance across AN and sodium cyanide supply networks and commercial discipline.

Bell Potter has put a buy rating and $28.50 price target on Orica shares. Based on its current share price of $25.38, this implies potential upside of 12% for investors.

Sonic Healthcare Ltd (ASX: SHL)

Finally, Bell Potter believes Sonic Healthcare offers an appealing combination of income and share price upside.

The broker expects Sonic to return to double-digit earnings growth in FY 2026, driven largely by acquisitions, particularly in pathology, and steady demand across its diagnostics businesses. While cost control and execution remain key risks, Bell Potter believes much of this is already reflected in the share price. It said:

While SHL has outperformed the XHJ, it has materially underperformed the broader market, reflecting concerns with growth and cost control. If the new CEO can impress investors with financial performance and strategy, we believe upside remains in SHL.

Bell Potter has a buy rating and $28.50 price target on Sonic Healthcare's shares. Based on its current share price of $21.82, this suggests that upside of 30% is possible. In addition, the broker is forecasting a dividend yield of approximately 5% in FY 2026.

The post Broker names 3 ASX shares to buy this week appeared first on The Motley Fool Australia.

The report said office and retail REITs currently offer compelling value. 

REIT markets have been under pressure since COVID. However conditions are improving as supply pipelines thin, vacancies stabilise and demand normalises. 

With supportive economic conditions, potentially easing long-term yields and valuations still at discounts, the medium-term outlook for REITs is positive, albeit requiring selective positioning.

One such REIT that could be set to grow this year is Dexus Convenience Retail REIT (ASX: DXC).

It is an externally-managed REIT with 91 wholly owned service stations and convenience retail assets. These are largely positioned alongside major roads on the Eastern Australian seaboard. 

Its share price is down roughly 3% over the last 12 months. 

A new report from Bell Potter has indicated it could be undervalued right now. 

Here is what the broker had to say. 

Stability and a strong yield

Bell Potter said the REIT's 1H26 result was broadly in line with expectations, delivering funds from operation(FFO) per share of 10.5c. 

Full-year FY26 guidance was reaffirmed at 20.9c FFO and 20.9c DPS.

Net tangible assets increased 4.4% over the half, along with solid rental growth. Portfolio fundamentals remained strong at 99.9% occupancy.

The broker also noted that Dexus Convenience Retail has identified two new undisclosed acquisitions for $35m combined spanning one metro and highway site. Settlement is likely to be towards the end of CY26. 

It also said the REIT is differentiated from competitors by the high-quality and long-term tenants that it leases these assets to including Chevron, 7-Eleven, United, Mobil and Ampol.

Buy recommendation in tact 

Based on this guidance from Bell Potter, it retained a buy recommendation on this ASX REIT. 

However the broker did reduce its price target to $3.25 (previously A$3.45). 

The broker still sees upside in tact for this company.

It reinforced that the company delivered a solid result with valuations up 4.4% half-on-half, supported by the commercial service station cycle and expansion into metro/highway assets and fund-through developments, which are improving portfolio quality. 

Rising debt costs make new acquisitions less attractive than six months ago, but the stock still trades at a 27% discount to Net Tangible Assets (NTA), indicating attractive relative value.

It closed trading yesterday at $2.80. 

Based on the price target of $3.25 from Bell Potter, the broker sees an upside of 16.07%. 

The post Broker tips 16% upside for this ASX REIT appeared first on The Motley Fool Australia.

Even with higher rates flowing through, many term deposits still struggle to compete with the dividend yields available on the share market. And unlike cash in the bank, dividend shares also offer the potential for capital growth over time.

With that in mind, here are three ASX dividend shares that analysts think could be worth considering instead of locking money away in a term deposit.

Cedar Woods Properties Ltd (ASX: CWP)

The first ASX dividend share to look at is Cedar Woods Properties.

It is one of Australia's leading residential property developers, with a portfolio diversified across geographies, price points, and product types. This diversification helps smooth earnings across the property cycle.

Bell Potter is positive on the company's outlook, highlighting that Cedar Woods is well positioned to benefit from Australia's chronic housing shortage. With demand for new housing continuing to outstrip supply, the broker believes this should support earnings and dividends in the coming years.

Bell Potter is forecasting dividends of 35 cents per share in FY 2026 and 39 cents per share in FY 2027. Based on its current share price of $7.58, this implies dividend yields of 4.6% and 5.1%, respectively.

The broker has a buy rating and $10.00 price target on its shares.

Dexus Convenience Retail REIT (ASX: DXC)

Another ASX dividend share that stands out for analysts is Dexus Convenience Retail.

This REIT owns a nationwide portfolio of service stations and convenience retail sites that are leased to high-quality tenants under long-term, inflation-linked agreements. These leases provide predictable cash flows, which is exactly what income-focused investors typically look for.

The underlying assets are generally considered resilient. Demand for fuel, convenience goods, and essential services tends to hold up through economic cycles, while annual rental increases help protect income over time.

Bell Potter is bullish on the REIT, with a buy rating and a $3.45 price target on its shares. It expects dividends of 20.9 cents per share in FY 2026 and 21.6 cents per share in FY 2027. Based on its current share price of $2.68, that equates to dividend yields of 7.8% and 8%, respectively.

Sonic Healthcare Ltd (ASX: SHL)

A final ASX dividend share to consider according to analysts is Sonic Healthcare.

It is a global medical diagnostics company, operating laboratories and collection centres across Australia, Europe, and the United States. Its services are tied to healthcare demand rather than economic cycles, which can provide a degree of earnings resilience.

Bell Potter believes Sonic Healthcare is approaching a return to more consistent growth and thinks investors should be taking a closer look at its shares. The broker has a buy rating and a $33.30 price target on them.

In terms of income, Bell Potter is forecasting partially franked dividends of 109 cents per share in FY 2026 and 111 cents per share in FY 2027. Based on the current share price of $22.57, this implies dividend yields of 4.8% and 4.9%, respectively.

The post Forget term deposits and buy these ASX dividend shares appeared first on The Motley Fool Australia.

Thanks to a mix of yield-focused shares, franked dividends, and favourable payout cultures, ASX investors have access to income opportunities that are hard to replicate offshore.

With that in mind, here are two ASX dividend stocks that brokers currently rate as buys, and which could offer eye-catching dividend yields and capital upside in 2026.

Dexus Convenience Retail REIT (ASX: DXC)

For investors seeking defensive, property-backed income, Dexus Convenience Retail REIT could be worth a closer look.

This real estate investment trust (REIT) owns a nationwide portfolio of service stations and convenience retail sites, leased to high-quality tenants under long-term, inflation-linked contracts. These types of assets are widely regarded as resilient, with demand for fuel and convenience retail proving relatively stable across economic cycles.

Importantly for income investors, the majority of its leases include annual rental increases, helping to support distribution growth and protect purchasing power over time.

Bell Potter is bullish on the REIT and currently has a buy rating with a $3.45 price target. Based on today's share price of $2.86, that implies potential upside of around 21%.

On the income front, the broker is forecasting dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. This represents forecast dividend yields of approximately 7.3% in FY 2026 and 7.6% in FY 2027, which could make it an appealing option for investors seeking dependable cash flow in the current interest rate environment.

IPH Ltd (ASX: IPH)

Another ASX dividend stock that analysts continue to back is global intellectual property services firm IPH.

The company operates a portfolio of well-established IP businesses across Australia, New Zealand, Canada, and Asia, including AJ Park, Smart & Biggar, and Spruson & Ferguson.

This gives IPH exposure to a specialised professional services niche characterised by recurring demand, high client retention, and strong industry barriers to entry.

While IPH's share price performance has been disappointing over the past couple of years, the team at Morgans believes the market may be overlooking its income potential.

Morgans has described the stock's valuation as undemanding and currently rates it as a buy, with a $6.05 price target. Compared to today's share price of $3.55, that suggests potential upside of more than 70% if sentiment improves.

Even without a rerating, IPH's forecast dividends are hard to ignore. Morgans is expecting fully franked dividends of 37 cents per share in both FY 2026 and FY 2027. At its current share price, this equates to dividend yields of over 10% for each year.

The post 2 ASX dividend stocks tipped to deliver 7% to 10% yields in 2026 appeared first on The Motley Fool Australia.

REITs can have various property types in their portfolios, or they might specialise in just one type. 

For example, some focus on commercial real estate, such as offices, hospitals, shopping centres, warehouses, and hotels. 

Others specialise in residential property investment, such as aged care villages and apartment buildings.

Each week, broker Bell Potter provides analysis on the sector, including target prices and recommendations. 

Right now, it appears the broker sees upside after a down month. 

Here is how the broker is viewing the sector right now. 

Underperforming over the last month 

In this week's report, the broker noted that REITs performed well until a stronger-than-expected employment print (unemployment down to 4.3% vs. 4.5% prior and 4.4% consensus) drove the sector down against the broader S&P/ASX 200 Index (ASX: XJO).

Bell Potter said overall, the sector has underperformed over the last month but could be poised for a bounce back.

On this sentiment, we still think the sector is well positioned (return of earnings growth, strong balance sheets, increased cap trans activity and potential for debt-funded accretive acquisitions) and worth bearing in mind 3mth BBSW is only marginally above where it started FY26 (c.3.6%).

The broker highlighted that Infratil Ltd (ASX: IFT) delivered its 1H26 result, reaffirming full-year guidance, but lost ground given prior strong consensus views. 

Other companies that fell last week included:

• Goodman Group (ASX: GMG) down 3%
• HMC Capital (ASX: HMC) lost 4% 
• DigiCo Infrastructure REIT (ASX: DGT) fell 7%

Buy, hold, and sell from Bell Potter

The report from Bell Potter also included target prices and recommendations.

REITs with buy recommendations include:

• Centuria Capital Group (ASX: CNI)
• Goodman Group (ASX: GMG)
• Dexus Convenience Retail REIT (ASX: DXC)
• GDI Property Group (ASX: GDI)
• Healthco Healthcare And Wellness Reit (ASX: HCW)
• Dexus Industria REIT (ASX: DXI)

Of this group, the team at Bell Potter sees the biggest upside for Healthco Healthcare and Wellness Reit (ASX: HCW) and Goodman Group (ASX: GMG). 

The broker sees roughly 37% to 40% upside from current levels. 

The broker has hold recommendations on: 

• HMC Capital (ASX: HMC)
• DigiCo Infrastructure REIT (ASX: DGT)
• Homeco Daily Needs REIT (ASX: HDN)  

Bell Potter has a sell recommendation on Centuria Office REIT (ASX: COF). 

Looking ahead, the broker said feedback from corporates and leading CRE private credit providers points towards potential for margin compression across the sector. 

The post What is Bell Potter's view on REITs? appeared first on The Motley Fool Australia.

In fact, the Australian share market remains one of the most reliable hunting grounds for attractive yields.

If you're searching for strong dividend opportunities to help offset falling deposit rates, analysts have highlighted several ASX dividend stocks offering appealing income potential over the next couple of years.

Here are two names that brokers currently rate as buys, along with the dividend yields they are forecasting.

Dexus Convenience Retail REIT (ASX: DXC)

For investors seeking stable, property-backed income, the Dexus Convenience Retail REIT could be a standout option.

This REIT owns a nationwide portfolio of service stations and convenience retail sites, leased to high-quality tenants on long-term, inflation-linked agreements. These leases provide reliable, predictable cashflows, exactly what income investors typically look for.

The assets in the portfolio are generally considered resilient, with demand for fuel, convenience goods, and essential services remaining steady through economic cycles. Annual rental increases further support income growth and help safeguard distributions over time.

Bell Potter is bullish on the company and has a buy rating and $3.45 price target on its shares.

As for income, it expects dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $2.86, this would mean dividend yields of 7.3% and 7.6%, respectively.

IPH Ltd (ASX: IPH)

Global intellectual property specialist IPH is another ASX dividend stock that analysts rate as buys this month.

The company operates several well-known intellectual property services firms across Australia, New Zealand, Canada, and Asia, including AJ Park, Smart & Biggar, and Spruson & Ferguson. This positions IPH in a niche professional services market with steady demand and high client retention.

And while its performance has been underwhelming in the past couple of years, the team at Morgans remains positive. It has also described its valuation as "undemanding" and is forecasting some very big dividend yields in the near term.

The broker is expecting IPH to pay fully franked dividends of 37 cents per share in both FY 2026 and FY 2027. Based on its latest share price of $3.60, this equates to dividend yields over 10% for both years.

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

The post These ASX dividend stocks offer 7% to 10% yields appeared first on The Motley Fool Australia.

If you are, then read on! That's because named below are five ASX dividend shares that analysts think could be buys.

Here's what they are recommending to clients:

Dexus Convenience Retail REIT (ASX: DXC)

Dexus Convenience Retail REIT could be an ASX dividend share to buy. It owns a portfolio of Australian service stations and convenience retail assets that are leased to high-quality tenants on attractive, long-term leases.

Bell Potter expects dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $2.99, this implies dividend yields of 7% and 7.2%, respectively.

The broker has a buy rating and $3.45 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

HomeCo Daily Needs REIT could be another ASX dividend share to buy. It is a real estate investment trust that focuses on convenience-based retail centres. This includes supermarkets, pharmacies, medical clinics, and pet stores. These are assets with stable tenants and long leases.

UBS is positive on the company and expects dividends of 9 cents per share in both FY 2026 and FY 2027. Based on its current share price of $1.36, this would mean dividend yields of 6.6% for both years.

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

National Storage REIT (ASX: NSR)

Citi thinks that National Storage could be an ASX dividend share to buy. It is the largest self-storage provider in Australia and New Zealand, with over 275 centres.

The broker is bullish on National Storage and is forecasting dividends of 11.9 cents per share in FY 2026 and then 12.6 cents per share in FY 2027.  Based on its current share price of $2.35, this equates to dividend yields of 5.1% and 5.35%, respectively, for income investors.

Citi has a buy rating and $2.80 price target on its shares.

Transurban Group (ASX: TCL)

Transurban could be a fourth ASX dividend share to buy in October. It is a toll road leader that operates 22 roads across Melbourne, Sydney and Brisbane, the Greater Washington area in the United States and Montreal in Canada.

The team at Citi is also bullish on this one. It expects these assets to underpin dividends per share of 69.9 cents in FY 2026 and then 74.1 cents in FY 2027. Based on its current share price of $13.80, this would mean dividend yields of 5.1% and 5.4%, respectively.

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

Treasury Wine Estates Ltd (ASX: TWE)

A final ASX dividend share that could be a buy is Treasury Wine. It is one of the largest wine companies in the world.

Morgans remains positive on the Penfolds owner and believes it is positioned to pay partially franked dividends per share of 41 cents in FY 2026 and then 46 cents in FY 2027. Based on its current share price of $7.07, this would mean dividend yields of 5.8% and 6.5%, respectively.

The broker has a buy rating and $10.10 price target on its shares.

The post 5 excellent ASX dividend shares to buy in October appeared first on The Motley Fool Australia.

The report provides an overview of the market as well as recommendations. 

Broadly speaking, this week's report discussed the sharp undersupply in Australia's apartment housing pipeline. 

Despite already accounting for twice the pace of household formation compared to owner-occupied housing, apartment supply remains insufficient.

More concerning is that the current 1–2 year forward pipeline is projected to fall 30–40% short of demand targets, even as vacancy rates in key gateway cities remain critically low at ~2% or below (well under the structural 2–3% benchmark).

Additionally, net overseas migration is forecast to add 1.1 million people over the next five years, while apartment commencements have dropped to 13-year lows.

Developers with strong pipelines on foot are well placed to benefit from the secular tailwind ahead in our view.

Based on this analysis, let's look at three recommendations from the broker that stood out. 

Buy – Dexus Convenience Retail REIT (ASX: DXC)

Dexus is a real estate investment trust that wholly owns a portfolio of service station and convenience retail assets. 

It operates across the office, industrial, retail, infrastructure, healthcare and alternatives sectors.

Bell Potter is optimistic on this ASX REIT for a few reasons, including its high distribution yield, and discounted trading price. 

It posted solid FY 25 results, and the broker believes it is well placed to deliver defensive and growing earnings and NTA. 

It has a price target of $3.45, which indicates 15.38% upside from yesterday's closing price of $2.99. 

Hold – HomeCo Daily Needs REIT (ASX: HDN)

The company is an Australian property group focused on the ownership, development, and management of Australian shopping centres. 

The trust owns more than 50 convenience-based shopping centres in five Australian states, targeting neighbourhood retail, large format retail, and health and services sub-sectors.

Bell Potter lists this ASX REIT as a hold, with a price target of $1.40. It closed trading yesterday at $1.36, suggesting it is close to fair value at its current valuation. 

Additionally, Bell Potter said FY25 results were in line with expectations, as the company focuses on development pipeline redeployment. 

Sell – Centuria Office REIT (ASX: COF)

The company is Australia's largest pure-play office real estate investment trust (REIT). It owns a $2.3 billion portfolio of office and commercial property assets throughout Australia.

Bell Potter has a sell recommendation and $1.10 price target. 

Subsequently, this indicates a downside of 7.56% from yesterday's closing price. 

Bell Potter said it anticipates continued declining fundamentals for the office subsector and expects FY 26 to be another tough year for this ASX REIT. 

The post ASX REITs that are a buy, hold and sell according to Bell Potter appeared first on The Motley Fool Australia.

Listed below are three that analysts think income investors should be considering. Here's what they are recommending:

Dexus Convenience Retail REIT (ASX: DXC)

The first ASX dividend share that could be a buy is the Dexus Convenience Retail REIT.

It owns a portfolio of Australian service stations and convenience retail assets that are leased to high-quality tenants on attractive, long-term leases. This provides sustainable and stable income and the potential for both income and capital growth through annual rental increases.

Bell Potter is positive on the company and is forecasting some attractive dividend yields in the near term. It expects dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $3.07, this implies dividend yields of 6.8% and 7%, respectively.

The broker has a buy rating and $3.45 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

Another ASX dividend share that could be a buy is the HomeCo Daily Needs REIT.

It is a real estate investment trust that focuses on convenience-based retail centres. This includes supermarkets, pharmacies, medical clinics, and pet stores. These are assets with stable tenants and long leases.

With a portfolio designed to weather economic cycles, HomeCo Daily Needs REIT has rewarded its shareholders handsomely with big dividends in the past.

Pleasingly, UBS expects this trend to continue. It is forecasting dividends of 9 cents per share in FY 2026 and FY 2027. Based on its current share price of $1.36, this would mean dividend yields of 6.6% for both years.

Morgans has an accumulate rating and $1.33 price target on its shares.

Treasury Wine Estates Ltd (ASX: TWE)

A third ASX dividend share to look at is Treasury Wine.

It is one of the largest wine companies in the world, with a portfolio of premium brands such as Penfolds and Wolf Blass.

It has been going through a difficult period due to weak consumer spending but continues to deliver solid growth thanks to acquisitions and its expanding EBITS margins.

The team at Morgans thinks income investors should be taking advantage of its share price weakness. Particularly given the generous dividend yields on offer with its shares. Morgans expects partially franked dividends per share of 41 cents in FY 2026 and then 46 cents in FY 2027. Based on its current share price of $7.32, this would mean dividend yields of 5.6% and 6.3%, respectively.

Morgans has a buy rating and $10.10 price target on its shares.

The post 3 strong ASX dividend shares to buy and hold appeared first on The Motley Fool Australia.

If you are, then it could be worth checking out the two below that brokers believe are destined to reward their shareholders handsomely in the near term with generous dividend yields.

Here's what you need to know about them:

Dexus Convenience Retail REIT (ASX: DXC)

The Dexus Convenience Retail REIT could be an ASX dividend share for income investors to buy this month.

Bell Potter likes this service stations and convenience retail focused property company due to its defensive and growing earnings, as well as its attractive valuation. It said:

Well placed to deliver defensive and growing earnings and NTA. Transaction momentum YTD CY25 and valuations indicating growth resuming as better quality convenience retail assets start to enter the cap trans market and marginal CoD now c.5% or slightly below. DXC remains one of our preferred ways to play externally managed REITs given its high distribution yield (c.7%), price discovery yet discounted trading price (-15.5% discount to NTA, and -10% discount to BPe NAV).

In respect to income, the broker is forecasting dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $3.02, this equates to dividend yields of 6.9% and 7.15%, respectively.

Bell Potter has a buy rating and $3.45 price target on its shares.

IPH Ltd (ASX: IPH)

Over at Morgans, its analysts think that intellectual property company IPH could be an ASX dividend share to buy.

While its performance wasn't great in FY 2025, Morgans feels positive about its outlook and sees its current valuation as cheap. The broker explains:

On a like-for-like basis, IPH reported flat FY25 revenue and EBITDA -4% on pcp. Each geography recorded marginal LFL EBITDA pressure, a mix of lower filings (ANZ); cost inflation (Asia); and some temporary issues (CAD). Whilst organic growth is still challenged, the FY26 outlook for each division looks relatively stable or marginal incremental improvement. A cost out program (A$8-10m in FY26) will assist. IPH's valuation is undemanding (<10x FY26F PE), however investor patience is required given the delivery of organic growth looks to be the catalyst for a sustained re-rating.

As for dividends, Morgans is forecasting fully franked payouts of approximately 37 cents per share in FY 2026 and FY 2027. Based on its current share price of $4.24, this would mean dividend yields of 8.7%.

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

The post These top ASX dividend shares offer huge 7% to 9% yields appeared first on The Motley Fool Australia.

The ASX REIT owns a quality portfolio of Australian service stations and convenience retail assets.

Dexus shares are up 0.8% in afternoon trade today, changing hands for $3.04 apiece. That sees the Dexus share price up 4.5% since this time last year.

While that's not an overwhelming capital gain, Dexus is popular among passive income investors for its juicy dividend yield, and for paying out those dividends on a quarterly basis.

Sanlam Private Wealth's Remo Greco recently ran his slide rule of the ASX REIT (courtesy of The Bull).

Here's what he found.

An ASX REIT to boost your passive income

"This listed REIT owns a portfolio of convenience retail assets and petrol stations, mostly on Australia's eastern seaboard," said Greco, who has a buy recommendation on Dexus shares. "The company's property portfolio includes 91 assets valued at $728 million."

Citing the first reason to buy the ASX REIT, he said, "DXC reported a solid result in fiscal year 2025. Asset revaluations lifted net tangible assets (NTA) to $3.64 a security, an increase of 2.2%."

As for the second reason, Dexus looks to be trading for a bargain at current levels.

"The shares were trading below NTA at $3.09 on August 28," Greco said.

And the third reason Dexus shares are a buy is, of course, the passive income on offer.

"The dividend yield was recently around 6.5% and gradually increasing – a positive when the Reserve Bank of Australia is again considering cutting interest rates," Greco said.

Over the past 12 months, Dexus has paid out four unfranked dividends totalling 20.5 cents a share. At the time of writing, the ASX REIT trades on an unfranked trailing dividend yield of 6.7%.

"DXC is a solid defensive play in the current environment," Greco concluded.

A word from Dexus fund manager

Dexus reported the full-year earnings results (FY 2025) that Greco referred to above on 11 August.

Commenting on those results at the time, Dexus fund manager Jason Weate said:

During FY25, we improved DXC's overall portfolio quality and strengthened our balance sheet through strategic divestments, creating capacity to redeploy capital into higher-returning opportunities.

Today's result demonstrates our ability to deliver on our investment proposition to generate secure and defensive income with embedded growth, supported by prudent capital and active portfolio management.

Shares in the ASX REIT closed up 4.0% on the day the property company reported.

The post 3 reasons to add this ASX REIT to your passive income portfolio appeared first on The Motley Fool Australia.

Listed below are a couple of highly rated stocks that brokers believe could offer a combination of decent upside and attractive dividend yields.

Let's see what they are saying about them:

Dexus Convenience Retail REIT (ASX: DXC)

The Dexus Convenience Retail REIT could be an ASX dividend share for income investors to buy this month.

That's the view of analysts at Bell Potter, which are very positive on the service stations and convenience retail focused property company.

It was pleased with its results this month, and thinks that its shares are undervalued at current levels. It explains:

Well placed to deliver defensive and growing earnings and NTA. Transaction momentum YTD CY25 and valuations indicating growth resuming as better quality convenience retail assets start to enter the cap trans market and marginal CoD now c.5% or slightly below. DXC remains one of our preferred ways to play externally managed REITs given its high distribution yield (c.7%), price discovery yet discounted trading price (-15.5% discount to NTA, and -10% discount to BPe NAV).

Bell Potter also believes that some big dividend yields are coming in the near term. It is forecasting dividends of 20.9 cents per share in FY 2026 and then 21.6 cents per share in FY 2027. Based on its current share price of $3.05, this equates to dividend yields of 6.8% and 7%, respectively.

The broker has a buy rating and $3.45 price target on its shares.

Treasury Wine Estates Ltd (ASX: TWE)

Treasury Wine could be another ASX dividend share to buy according to brokers.

The team at Morgans thinks its shares are good value after pulling back materially this year. It recently said:

A deceleration of US Premium wine sales (particularly 19 Crimes) below US$15 per bottle, has seen TWE revise its FY25 EBITS guidance. The downgrade was minor at 1.3% and better than feared. TWE's Luxury portfolios appear to be performing well. However, focus is now on what impact a change in distributor in TWE's key US market, declining Premium US wine sales and the tariffs will have on FY26. We have revised our forecasts. While not without risk given industry and macro headwinds, TWE's trading multiples look far too cheap (FY25 PE of only 14.2x) and we maintain a BUY rating.

As for income, the broker is forecasting partially franked dividends of 39.5 cents per share in FY 2025 and then 42.3 cents per share in FY 2026. Based on its current share price of $7.72, this would mean dividend yields of 5.1% and 5.5%, respectively.

Morgans currently has a buy rating and $10.25 price target on its shares.

The post Brokers say these ASX dividend shares are buys for 5% to 7% yields appeared first on The Motley Fool Australia.

Dexus Convenience Retail REIT is a listed Australian real estate investment trust that owns service stations and convenience retail assets.

Earnings results 

Dexus Convenience Retail reported net profit after tax (NPAT) of $39.4 million, compared to a profit of $3.4 million in the prior year, primarily reflecting property valuation gains recorded this year compared to valuation losses in the prior year.

It also announced distributions of 20.7 cents per security, slightly above guidance of 20.6 cents per security.

The company reported an increased like-for-like net property income growth to 2.9% supported by average rent reviews of 3.1% and increase in occupancy to 99.9%.

Additionally, the report included news that its Glass House Mountains Northbound site is on track for completion in February 2026, fully pre-leased on an average 18-year lease term. 

Jason Weate, DXC Fund Manager said the company's portfolio continues to generate defensive income with embedded rental growth. 

During FY25, we improved DXC's overall portfolio quality and strengthened our balance sheet through strategic divestments, creating capacity to redeploy capital into higher-returning opportunities.

Today's result demonstrates our ability to deliver on our investment proposition to generate secure and defensive income with embedded growth, supported by prudent capital and active portfolio management.

Is there more upside?

It seems that investors were pleased with the company's results, as DXC shares closed on Monday 4.04% higher. 

Its share price has now risen approximately 10% in the last 12 months. 

Broker Bell Potter anticipates further increases from Dexus shares. 

In a report over the weekend, the broker analysed the ASX REIT market and listed Dexus Convenience Retail REIT shares as a buy. 

According to Bell Potter, Australia's retail real estate market is strengthening, with demand rising and vacancy rates falling to 4.9%, while new supply remains well below average. 

Strong population growth and better-than-expected retail spending are supporting this trend, creating favourable conditions for retail REITs.

The broker has a price target of $3.35, which indicates an upside of roughly 8.41% from yesterday's closing price. 

The post Dexus Convenience Retail REIT jumps 4% thanks to FY25 results appeared first on The Motley Fool Australia.

That's because analysts are tipping them to provide investors with dividend yields of approximately 7% to 11% in the near term. Here's what they are recommending as buys:

Dexus Convenience Retail REIT (ASX: DXC)

The first ASX dividend share that could be a buy for passive income is Dexus Convenience Retail REIT.

It owns a portfolio of service station and convenience retail assets that are located across Australia and concentrated on the eastern seaboard. The company notes that its portfolio is leased to high quality tenants on attractive, long term leases.

Bell Potter believes that its shares are undervalued and highlights it as "one of [its] preferred ways to play externally managed REITs given its high distribution yield (c.7.1%), price discovery via asset sales (with >10% of the book recycled last 18m), yet trading at a -20% discount to NTA, despite NTA starting to regrow."

In respect to dividends, the broker is forecasting dividends of 20.6 cents per share in FY 2025 and then 20.9 cents per share in FY 2026. Based on the current Dexus Convenience Retail REIT share price of $2.97, this equates to dividend yields of 6.9% and 7%, respectively.

Bell Potter currently has a buy rating and $3.35 price target on its shares.

GQG Partners Inc. (ASX: GQG)

Another ASX dividend share that could be a buy for passive income is GQG Partners.

It is a global asset management company with a focus on active equity portfolios for investors. This includes many large pension funds, sovereign funds, wealth management firms and other financial institutions.

The team at Macquarie thinks that its shares are cheap at current levels. Last week, the broker highlighted that "At <9x NTM P/E with a >10% yield, valuation remains attractive."

Speaking of yields, the broker is forecasting some very big returns for shareholders in the near term. Macquarie is expecting GQG Partners to pay dividends of 15.2 US cents (23.1 Australian cents) per share in FY 2025 and then 16.7 US cents (25.3 Australian cents) per share in FY 2026. Based on its current share price of $2.16, this equates to dividend yields of 10.7% and 11.7%, respectively.

Macquarie currently has an outperform rating and $2.90 price target on its shares.

The post Buy these high-yield ASX shares for major passive income in 2025 and beyond appeared first on The Motley Fool Australia.

So many, it can be hard to decide which ones to buy above others.

To narrow things down, let's take a look at three that analysts have named as buys and tipped to offer above-average dividend yields. They are as follows:

Accent Group Ltd (ASX: AX1)

Accent Group could be an ASX dividend share to buy this month.

The footwear-focused retailer, which owns and operates leading brands like The Athlete's Foot, Hype DC, and Platypus, has fallen heavily this year, which Bell Potter thinks has created a buying opportunity.

Especially given how lower interest rates are expected to boost consumer spending. In addition, the company has announced a deal to roll out the Sports Direct brand across the ANZ region.

Bell Potter believes Accent will pay fully franked dividends of 7.4 cents per share in FY 2025 and then 9.5 cents per share in FY 2026. Based on its current share price of $1.49, this represents dividend yields of 5% and 6.4%, respectively.

Bell Potter has a buy rating and $1.90 price target on its shares.

Dexus Convenience Retail REIT (ASX: DXC)

Bell Potter is also a bullish on the Dexus Convenience Retail REIT and thinks it could be a good ASX dividend share to buy.

The Dexus Convenience Retail REIT owns a portfolio of Australian service stations and convenience retail assets. It notes that these assets are leased to high-quality tenants on attractive, long-term leases. This provides investors with sustainable and stable income and the potential for both income and capital growth through annual rental increases.

Bell Potter is forecasting dividends of 20.6 cents per share in FY 2025 and then 20.9 cents per share in FY 2026. Based on its current share price of $2.94, this implies dividend yields of 7% and 7.1%, respectively.

The broker has a buy rating and $3.35 price target on its shares.

HomeCo Daily Needs REIT (ASX: HDN)

A third ASX dividend share that could be a buy this month is HomeCo Daily Needs REIT.

It is a real estate investment trust with a focus on neighbourhood retail, large format retail, and health & services. HomeCo Daily Needs REIT counts many blue chips as tenants, including Woolworths Group Ltd (ASX: WOW) and Wesfarmers Ltd (ASX: WES).

Morgans is positive on the company. It believes that falling interest rates will give it a boost and expects this to underpin dividends per share of 8.6 cents in FY 2025 and then 8.8 cents in FY 2026. Based on its current share price of $1.23, this would mean dividend yields of 7% and 7.15%, respectively.

The broker has an accumulate rating and $1.33 price target on its shares.

The post Buy these ASX dividend shares for 5% to 7% yields appeared first on The Motley Fool Australia.