An 8%+ dividend yield forecast? This passive income gem is one to watch

Jon Smith talks through a company with a positive outlook when it comes to dividend payments, and explains why it could be a good passive income stock.

| More on:

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.

British coins and bank notes scattered on a surface

Image source: Getty Images

The FTSE 250 average dividend yield is 3.4%. When I compare it to the base interest rate of 3.75%, that’s OK. However, more active stock selection can help an investor easily exceed the average dividend payments. In fact, it’s possible to aim for over 8% when building a passive income portfolio. Here’s one stock to consider.

Company details

I’m talking about MONY Group (LSE:MONY). The company has a dividend yield of 7.8%, and its share price is down 11% over the past year.

If you’ve ever compared car insurance or broadband deals online, chances are you’ve already used one of MONY Group’s platforms without even realising it. The company sits behind household names like MoneySuperMarket and MoneySavingExpert, acting as a middleman that connects consumers with financial providers. It earns referral fees when users switch products, operating a relatively simple business model.

In terms of the stock’s decline over the past year, the biggest culprit has been a slowdown in the insurance market. After a period of high premiums (which boosted switching activity and profits), prices have started to fall. This has reduced consumers’ incentive to shop around. Insurance is the largest revenue contributor for MONY Group (double the size of the next-largest segment), but revenue fell by £3m in 2025 compared with 2024.

Another risk going forward is ongoing fears that AI could bypass comparison sites. It could effectively replace the MONY Group site, though I think this concern is overblown.

The future

Before we get to the dividend discussion, let’s consider why I think the company’s overall outlook is positive. A big factor is the potential for a cyclical recovery. If inflation worries ease and UK interest rates fall later this year, consumer activity should pick up. Even without that external factor, structural growth should come from the continued traction that the ‘SuperSaveClub”’subscription model is getting.

This provides higher-margin recurring revenue and better customer lifetime value. Finally, the business is investing heavily in technology. This is primarily via investments in AI tools and platform improvements. This should enhance the user experience and reduce costs.

Now let’s get to the dividend forecast. The dividend per share has been ticking higher for the past few years. Over the past year, the total paid has been 12.63p. Analysts expect this to rise to 13.13p next year, then to 13.36p in 2028. If I assume the share price stays at 162p, this would translate to a yield of 8.24%.

Of course, the stock could rise or fall by then, meaning the actual yield could be higher or lower. But a move higher in the dividend, along with the potential for advances within the company, makes the stock look attractive right now. Investors who agree with my thinking could consider buying.

Jon Smith has no position in any of the shares mentioned. The Motley Fool UK has recommended Mony Group Plc. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.

More on Dividend Shares

ISA coins
Investing Articles

1 mighty FTSE dividend stock I’m considering for my ISA

A new ISA allowance has Paul Summers searching for strong and stable dividend stocks to add to his portfolio.

Read more »

A rear view of a female in a bright yellow coat walking along the historic street known as The Shambles in York, UK which is a popular tourist destination in this Yorkshire city.
Investing Articles

Buying £20k of Lloyds shares could give me an £851 income this year!

Lloyds has been one of the FTSE 100's hottest dividend growth shares in recent years. But do current risks make…

Read more »

View over Old Man Of Storr, Isle Of Skye, Scotland
Investing Articles

How much do you need in a Stocks and Shares ISA to aim for an annual income of £39,477?

Harvey Jones shows how ordinary investors can use their Stocks and Shares ISA allowance to build a generous passive income…

Read more »

Portrait Of Senior Couple Climbing Hill On Hike Through Countryside In Lake District UK Together
Investing Articles

How much does an investor need in an ISA to target £1,500 in monthly passive income?

Paul Summers reckons a bit of commitment and discipline can help generate a wonderful passive income stream for retirement.

Read more »

Young mixed-race woman jumping for joy in a park with confetti falling around her
Investing Articles

10.4% dividend yield! Should I buy this high-income FTSE stock today?

The FTSE 250 is packed with top stocks paying impressive dividend yields. But not all of them are sustainable, and…

Read more »

House models and one with REIT - standing for real estate investment trust - written on it.
Investing Articles

No savings? Here’s how to target a £1,500 monthly second income

Earning a second income doesn’t take huge amounts of cash upfront. Investors with time on their side can do very…

Read more »

DIVIDEND YIELD text written on a notebook with chart
Investing Articles

A 9.1% forecast yield! 1 under-the-radar FTSE income share to buy today?

This high-yielding income share is a rare find in today’s FTSE market and looks a standout opportunity for savvy investors…

Read more »

Young Asian woman holding a cup of takeaway coffee and folders containing paperwork, on her way into the office
Investing Articles

£1k bags investors 813 shares in this 7%-yielding income stock

This under-the-radar small-cap income stock is on track to hit 50 years of uninterrupted dividend increases! With a 7.2% yield…

Read more »