BHP dividend analysis

BHP dividend deep dive

Income read on BHP: trailing yield 1.90%, payout ratio 79%, 5y CAGR 4.9%, 10y CAGR 11.9%. The growth streak runs 50 years.

BHP dividend-safety read: 72/100. The score is the Quality pillar (84/100) penalized for high payout — at 79% of earnings, that adjustment pulls the headline down from raw Quality.

BHP DRIP table at flat yield + growth: 5y ≈ 10.4%, 10y ≈ 21.8%, 20y ≈ 48.4% cumulative income return on the 1.90% starting yield. Useful as a back-of-envelope only — assumes the yield stays at TTM and the growth rate persists.

BHP sits in a peer group of KO (5.00%), PG (1.50%), PEP (2.90%), with the trio yielding a mean of 3.13%. The 1.90% yield on BHP is the cleanest single-number comparison; payout ratio and growth rate are the two follow-ups.

Ex-dividend cadence on BHP: most recent ex-date 2026-03-01, payment 2026-03-15. Quarterly schedules are the norm for US payers; the ex-date is the cutoff for entitlement to the upcoming distribution, while the payment date is when cash hits the brokerage.

Income thesis line for BHP: starting yield of 1.90%, projected growth of 4.9%, safety read 72/100. The forward open question is the durability of the next dividend hike given the 79% earnings payout.