'A quality earnings compounder': Buy this Canadian dividend growth stock with a 5% yield, Scotiabank says

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Power Corporation Of Canada News

Dividends,Canada,Great-West Lifeco Inc

The investment bank believes the value of the dividend growth is 'not reflected' in the stock price and is 'underappreciated' by the market.

One of Canada's large financial holding companies appears to be an attractive dividend investment opportunity, according to Scotiabank analysts. Power Corporation of Canada , which oversees a portfolio of insurance and wealth management businesses, currently offers investors about 5% dividend yield with the potential for significant growth, according to the investment bank.

A key driver of Power Corporation's growth potential lies in its largest listed subsidiary, Great-West Lifeco, which is expected to raise its earnings growth targets at its investor day in April, the analysts noted. This development could boost Power Corporation's dividend growth rate, as Great-West represents its largest source of dividend income.

Scotiabank's price target of 56 Canadian dollars is around 20% above the current stock price, with additional upside potential if dividend growth rates increase. The stock is also traded in the U.S.The company recently agreed to sell its stake in Peak Achievement Athletics for around 440 million Canadian dollars, providing additional capital for potential shareholder returns. Power Corporation has also been actively buying back shares, purchasing 3.

 

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