Partners Group Holding's (VTX:PGHN) Dividend Will Be Increased To CHF42.00
Partners Group Holding AG (VTX:PGHN) has announced that it will be increasing its dividend from last year's comparable payment on the 27th of May to CHF42.00. This takes the dividend yield to 4.4%, which shareholders will be pleased with.
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Impressive dividend yields are good, but this doesn't matter much if the payments can't be sustained. Before making this announcement, the company's dividend was much higher than its earnings. Without profits and cash flows increasing, it would be difficult for the company to continue paying the dividend at this level.
Over the next year, EPS is forecast to expand by 48.6%. Under the assumption that the dividend will continue along recent trends, we think the payout ratio could be 74% which would be quite comfortable going to take the dividend forward.
See our latest analysis for Partners Group Holding
Even over a long history of paying dividends, the company's distributions have been remarkably stable. Since 2015, the dividend has gone from CHF8.50 total annually to CHF42.00. This implies that the company grew its distributions at a yearly rate of about 17% over that duration. It is good to see that there has been strong dividend growth, and that there haven't been any cuts for a long time.
Investors who have held shares in the company for the past few years will be happy with the dividend income they have received. We are encouraged to see that Partners Group Holding has grown earnings per share at 5.1% per year over the past five years. However, the payout ratio is very high, not leaving much room for growth of the dividend in the future.
Overall, this is probably not a great income stock, even though the dividend is being raised at the moment. Although they have been consistent in the past, we think the payments are a little high to be sustained. We would probably look elsewhere for an income investment.
Investors generally tend to favour companies with a consistent, stable dividend policy as opposed to those operating an irregular one. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. To that end, Partners Group Holding has 2 warning signs (and 1 which doesn't sit too well with us) we think you should know about. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.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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