Top 2 ASX Dividend Shares to Buy this Month

Team Veye | 19-Nov-2024

Screening for dividend paying companies, leads to these top ASX 100 stocks from ASX listed companies, which are signalling growth as well. 

Bendigo and Adelaide Bank Limited (ASX: BEN)

Bendigo and Adelaide Bank Limited (ASX: BEN) has entered FY24 with a strong foundation, driven by significant changes over the past year. The bank's transformation program, backed by the efforts of its dedicated staff, has positioned it for continued sustainable growth. Its capital levels are strong, with a Common Equity Tier 1 ratio of 11.32%, comfortably above regulatory requirements. The bank, considered among high quality dividend paying stocks achieved strong cash earnings just shy of the record set in FY23, with cost growth contained below inflation. This has allowed for a fully franked dividend of 33 cents per share in the second half, bringing the full-year dividend to 63 cents, a 3.3% increase compared to the previous year. 

The bank continues to help communities positively under its distinct Community Bank model, which has delivered $366 million in community funding over the past 25 years. In FY24 alone, Community Bank partners returned $40.3 million in profit, funding over 8.000 individual projects. This includes the purchase of more than 500 defibrillators, enhancing public safety, and awarding $1.4 million in scholarships to 288 first-time tertiary students, addressing skills and employment challenges, particularly in regional and remote areas. The bank's commitment to sustainability is also evident, with significant progress made on its Climate and Nature Action Plan and voluntary climate training completed by more than half of its employees. 

Bendigo and Adelaide Bank has made significant strides in improving its offer in terms of digital provision with rollout of the Bendigo Lending Platform, which drives approvals turnaround on home loans so quickly. This platform, along with ongoing investments in its branch network, positions the bank to deliver faster and more personalized services to its customers. The bank remains focused on reducing complexity, investing in capabilities, and telling its story, leveraging its strong reputation as Australia's most trusted bank with a focus on regional communities. By embracing digital technologies and maintaining a human touch, the bank aims to grow sustainably, increase market share, and continue creating value for its customers, employees, and shareholders. 

ANZ Group Holdings Limited (ASX: ANZ)

ANZ Group Holdings Ltd (ASX: ANZ) delivered its FY24 results on 8 November 2024, highlighting a mixed performance amidst macroeconomic headwinds. Statutory profit attributable to shareholders was $6,535 million, reflecting an 8% decline YoY, while cash profit, which excludes non-core items, translated to a cash return on equity (ROE) of 9.7%, down 131 basis points. Basic cash earnings per share (EPS) decreased by 23 cents to 224.3 cents, and the Common Equity Tier 1 (CET1) Capital ratio declined 114 basis points to 12.2%, though it remains well above regulatory requirements. Gross loans and advances reached $807 billion, with customer deposits totalling $715 billion, demonstrating ANZ’s resilience. The bank maintained a one-year total shareholder return of 27%, supported by a total FY24 dividend of 166 cents per share, down 5% YoY.

Strategically, ANZ is capitalizing on growth opportunities, particularly through the acquisition of Suncorp Bank, which enhances its competitive position in the high-growth Queensland market. The bank’s $2.5 billion investment over the past five years in digital transformation and operational efficiencies continues to deliver results. A key pillar of this strategy is the ANZ Plus platform, which saw customer numbers surge 85% to 850,000 and deposits grow 70% to $16 billion in FY24, cementing its status as a leading digital retail banking solution. These advancements reflect ANZ’s ability to capture market share and enhance customer outcomes.

The macroeconomic backdrop remains challenging, with high inflation expected to ease modestly in 2025, potentially supporting borrowing and economic activity amid healthy private sector balance sheets. However, structural issues such as an aging workforce and housing shortages are contributing to increased government spending and supply-side constraints. For ANZ, these trends present both opportunities for expanded lending and client support, as well as challenges requiring strategic adaptability. Looking ahead, ANZ’s focus on leveraging its strengthened digital foundation, expanding regional presence, and navigating economic uncertainties positions the bank for sustainable growth despite near-term pressures.

Source: Company’s Report

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