The Motley Fool

3 top FTSE 100 dividend stocks I’d buy right now

Image source: Getty Images.

St. James’s Place (LSE: STJ) isn’t having the best of it right now, but thanks to its gigantic dividend yield, I think it’s still worthy of your attention today.

The asset manager’s performance remains resilient despite weakness across global investment markets and total inflows in 2018 rose 8% to £15.7bn, according to financials released last month. But inflows slowed markedly in the final two months and pointed to a much tougher climate that it’ll have to navigate this year. 

5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!

According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…

And if you click here we’ll show you something that could be key to unlocking 5G’s full potential...

What’s encouraging, though, is the way St. James’s Place is able to offset the worst of these tough conditions through its impressive client retention skills. It’s one of the reasons why City analysts still expect earnings to keep growing this year and next. And in my opinion it’s in great shape to keep growing profits over the long term as it expands its operations to latch onto growing demand for investment advice in the UK.

Dividend chasers will be cheered by news that dividends are expected to keep growing over the medium term too, and a chubby 5.4% for 2019 is available to tap into right now because of the anticipated 51.5p per share total payout.

Flying high

Airlines have been suffering from increased fuel costs over the last year, putting immense pressure on margins. International Consolidated Airlines Group (LSE: IAG) is expected to see earnings flatline on a year-on-year basis by City brokers in reflection of these obstacles, with the cheap airfare environment in Europe predicted to add some strain too.

Despite this, the FTSE 100 flyer is still anticipated to keep raising the annual dividend and a total reward of 31 euro cents per share is being tipped, a figure that creates a gigantic 4.2% yield. Its increasing exposure to the rocketing budget segment is setting it up to deliver strong profits growth in the years ahead, as are the measures it is taking to boost its fleet size and route network. I’m confident that it will have the confidence and the strength to continue hiking dividends long into the future.

Its failure to snap up Norwegian Airlines may have been disappointing but tough conditions for Europe’s budget flyers will no doubt present fresh opportunities for IAG to expand its operations through acquisition activity.

Board games

Concerns over developing oversupply in the containerboard market may have smashed Smurfit Kappa Group’s (LSE: SKG) appeal with investors last year, but its rising share price more recently suggests that the investment community has finally woken up and smelt the coffee.

The threat of rising supply from Chinese producers is a setback but it’s by no means catastrophic for the likes of Smurfit Kappa. Through the strength of its market-leading products, as well as its broadening geographic footprint (it made significant acquisitions in France, The Netherlands and Serbia last year alone), it can continue to command strong demand from its customers, in my opinion.

Besides, it’s doubling down on efforts to boost profit margins and helped by recovering input costs, these jumped 280 basis points in 2018 to 17.3%, providing more reason to be optimistic over its long-term growth prospects.

City analysts are predicting additional dividend raises for 2019, to 102 euro cents per share. And this creates a tasty 3.9% yield.

“This Stock Could Be Like Buying Amazon in 1997”

I'm sure you'll agree that's quite the statement from Motley Fool Co-Founder Tom Gardner.

But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.

What's more, we firmly believe there's still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.

And right now, we're giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool.

Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge!

Royston Wild has no position in any of the shares mentioned. The Motley Fool UK has no position in any of the shares mentioned. 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.

Our 6 'Best Buys Now' Shares

The renowned analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.

So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we're offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our 'no quibbles' 30-day subscription fee refund guarantee.

Simply enter your email address below to discover how you can take advantage of this.

I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement.