Stock Analysis

February 2025's Best Dividend Stocks To Consider

WSE:PKO
Source: Shutterstock

As global markets navigate the complexities of tariff uncertainties and fluctuating economic indicators, investors are keenly observing how these factors influence stock performance. With U.S. job growth slowing and manufacturing showing signs of recovery, dividend stocks offer a potential avenue for stability amid market volatility. In this context, selecting dividend stocks with strong earnings growth and resilient fundamentals can be an effective strategy to weather economic shifts while potentially providing consistent income streams.

Top 10 Dividend Stocks

NameDividend YieldDividend Rating
Guaranty Trust Holding (NGSE:GTCO)5.78%★★★★★★
Padma Oil (DSE:PADMAOIL)7.56%★★★★★★
Peoples Bancorp (NasdaqGS:PEBO)4.84%★★★★★★
CAC Holdings (TSE:4725)4.48%★★★★★★
Daito Trust ConstructionLtd (TSE:1878)4.03%★★★★★★
Southside Bancshares (NYSE:SBSI)4.54%★★★★★★
Guangxi LiuYao Group (SHSE:603368)3.41%★★★★★★
Citizens & Northern (NasdaqCM:CZNC)5.19%★★★★★★
Nihon Parkerizing (TSE:4095)3.94%★★★★★★
FALCO HOLDINGS (TSE:4671)6.69%★★★★★★

Click here to see the full list of 1965 stocks from our Top Dividend Stocks screener.

Here we highlight a subset of our preferred stocks from the screener.

Cembra Money Bank (SWX:CMBN)

Simply Wall St Dividend Rating: ★★★★★★

Overview: Cembra Money Bank AG offers consumer finance products and services in Switzerland, with a market cap of CHF2.69 billion.

Operations: Cembra Money Bank AG's revenue segments include personal loans, auto leases and loans, credit cards, and insurance products.

Dividend Yield: 4.4%

Cembra Money Bank offers a reliable dividend yield of 4.36%, ranking in the top 25% of Swiss dividend payers. Its dividends have been stable and growing over the past decade, with a sustainable payout ratio currently at 72.7% and forecasted to be 69.3% in three years, ensuring coverage by earnings. Despite recent board changes, Cembra remains committed to delivering consistent returns to shareholders while trading at a discount to its estimated fair value.

SWX:CMBN Dividend History as at Feb 2025
SWX:CMBN Dividend History as at Feb 2025

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna (WSE:PKO)

Simply Wall St Dividend Rating: ★★★★☆☆

Overview: Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna offers a range of banking products and services in Poland and internationally, with a market cap of PLN84.35 billion.

Operations: Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna generates revenue primarily from its Retail Segment, which accounts for PLN15.35 billion, and its Corporate and Investment Segment, contributing PLN7.53 billion.

Dividend Yield: 3.8%

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna has a dividend yield of 3.84%, below the top quartile in Poland. Despite a low payout ratio of 42.9% indicating strong earnings coverage, its dividends have been volatile over the past decade, with significant annual drops exceeding 20%. Earnings are projected to grow by 8.86% annually, supporting future dividend payments. However, the bank's high level of bad loans (3.6%) may pose risks to financial stability and dividend reliability.

WSE:PKO Dividend History as at Feb 2025
WSE:PKO Dividend History as at Feb 2025

Talanx (XTRA:TLX)

Simply Wall St Dividend Rating: ★★★★★☆

Overview: Talanx AG is a global provider of insurance and reinsurance products and services, with a market capitalization of approximately €21.43 billion.

Operations: Talanx AG generates revenue through its primary segments, which include Industrial Lines (€8.33 billion), Retail Germany (€7.62 billion), Retail International (€6.41 billion), and Reinsurance (€23.35 billion).

Dividend Yield: 3.2%

Talanx AG offers a stable dividend profile with consistent growth over the past decade, supported by a low payout ratio of 32% and a cash payout ratio of 9%, indicating strong coverage by earnings and cash flows. Recent announcements include an increase in the dividend for 2024 to €2.70 per share, with plans to reach €4.00 by 2027, contingent on profit targets exceeding €2.5 billion. The current yield is modest at 3.25%, below Germany's top quartile payers.

XTRA:TLX Dividend History as at Feb 2025
XTRA:TLX Dividend History as at Feb 2025

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Interested In Other Possibilities?

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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About WSE:PKO

Powszechna Kasa Oszczednosci Bank Polski Spólka Akcyjna

Provides various banking products and services in Poland and internationally.

Excellent balance sheet with proven track record and pays a dividend.

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