Looking for best long term dividend stocks, two stocks fit the bill perfectly. Being good quality dividend stocks, these are recommended to include in dividend investors’ portfolio.
Aurizon Holdings Limited (ASX: AZJ)
Aurizon Holdings Limited, Australia's leading rail freight operator, is navigating a pivotal phase of operational recalibration and strategic execution. For the six months ended 31 December 2024, the company delivered an EBITDA of $814 million from continuing operations, supported by resilient performance in its Network segment, which contributed $495 million, up 2%. Coal haulage volumes rose to 99.2 million tonnes, marking a 6% increase, while containerised freight surged to 171.4 thousand TEUs-46.5 thousand higher than the prior period. Although Bulk volumes softened, Aurizon is actively offsetting pressure through a $50 million annualised cost-saving program, including a reduction of 200 roles. Strategic capital actions were also in focus, with $277.6 million deployed under its $300 million on-market share buy-back, acquiring over 52.8 million shares.
Amid this disciplined execution, Aurizon reinforced its commitment to shareholder returns. It declared an interim dividend of 9.2 cents per share (60% franked) for 1HFY2025, following a final dividend of 7.3 cents per share, delivering $134 million to shareholders during the period. With net cash inflow from operating activities at $769 million and $1.3 billion in available liquidity, the company remains financially robust. Though Network volumes were 9.9 million tonnes below regulatory assumptions, an estimated ~$80 million revenue under-recovery is expected to be recovered through Take-or-Pay and Revenue Cap mechanisms. Backed by strong fundamentals and a clear capital framework, Aurizon is staying on track to create long-term value in a shifting market landscape.
IVE Group Limited (ASX: IGL)
IVE Group Limited is entering the second half of FY25 with clear momentum and strategic execution across packaging, logistics, and digital innovation. The company has revised its FY25 underlying NPAT guidance to a range of $47 million to $50 million, citing a strong start to the year and promising new business opportunities. Capital expenditure for FY25 is now expected to reach $32 million, including $18 million allocated to accelerate the packaging capacity build-out as part of Phase 1 expansion. IVE’s packaging business aims to reach $150 million in annual revenue over the next three to five years, supported by organic growth and infrastructure investments across Victoria and New South Wales. The Group is also progressing with the development of a new 33,000m² 3PL facility in Dandenong South, and a 42,000m² Sydney supersite in Kemps Creek, both expected to significantly enhance operational efficiency and future capacity.
In line with its focus on disciplined capital management, IVE reaffirmed its intention to maintain an annual dividend of 18.0 cents per share. A fully franked interim dividend of 9.5 cents per share will be paid on 16 April 2025. Additionally, the company has launched an on-market share buyback of up to $10 million, reflecting management’s view that current share prices offer compelling value. As it executes these forward initiatives, IVE continues to align shareholder returns with long-term growth ambitions, positioning itself as a stable and strategically expanding business in a dynamic market landscape.
(Source: Company Announcements)
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