まずは、TOP３ランキング結果を見ると、上位20社は配当利回りが4％以上となっている。上位の顔ぶれを順に紹介していこう。配当利回りが5％を超えて1位となったのは安藤ハザマ。ダムやトンネルなど大型土木に強い準大手ゼネコンだ。昨年5月に発表した中期経営計画の中で株主還元の強化を掲げ、自己株取得も含めた総還元性向で70％以上を目指す方針を表明。前期は40円から60円へと大幅増配を実施し、配当性向は6割を超えた。今期も60円配を維持する方針で、依然として高い配当利回り水準が続いている。2位はミニショベル主体の建機メーカー、竹内製作所。こちらも大幅増配を続け、利回りが高まったケース。業績自体も非常に好調で、今期は前期に続き最高益を更新する見込み。配当は前期の年間158円（記念配含む）から200円に増やす計画だ。3位は、このランキングの常連となった橋梁・建築の宮地エンジニアリンググループ。第二京阪道路や阪神高速の工事など豊富な受注残を抱え、今期は前期の最高益をさらに更新する見通し。前期に記念配を含む大幅増配を実施したが、今期も株式分割を考慮すると増配を計画している。3位以下も多様な業種がランクインしているので次回の動画を是非ご覧ください。
The top is over 5%! Ranking of “High Dividend Yield Stocks”
Strengthening shareholder returns has led to a succession of companies increasing dividends
Ranking of high-yield stocks, which was also featured in the lead feature of the 4th issue of the “Company Quarterly Report” 2024 (Autumn Edition)
First, the TOP 3
Looking at the ranking results, the top 20 companies have dividend yields of 4% or more. Let’s introduce the top names in order.
The company that came in first with a dividend yield of over 5% was Ando Hazama. It is a mid-sized general contractor that specializes in large-scale civil engineering such as dams and tunnels.
In the medium-term management plan announced in May last year, the company set out to strengthen shareholder returns and announced its policy of aiming for a total return ratio of 70% or more, including share buybacks. In the previous period, it significantly increased its dividend from 40 yen to 60 yen, and its dividend payout ratio exceeded 60%. It plans to maintain a dividend of 60 yen this period as well, and the high dividend yield level continues.
In second place is Takeuchi Manufacturing, a construction machinery manufacturer that mainly produces mini excavators. This is also a case where the yield has increased due to continued large increases in dividends. The business performance itself is also very good, and this term is expected to be a new record high, following on from the previous term. The company plans to increase its annual dividend from 158 yen (including a commemorative dividend) in the previous term to 200 yen.
In third place is Miyaji Engineering Group, a bridge and construction company that has become a regular on this ranking. With an abundant backlog of orders, including construction of the Second Keihan Road and Hanshin Expressway, this term is expected to be a new record high for the previous term. The company implemented a large increase in dividends last term, including a commemorative dividend, and is planning to increase dividends again this term, taking into account stock splits.
A diverse range of industries are ranked from third place onwards, so please check out the next video.