OCBC's Dividend Policy Could Serve as Rerating Catalyst

Dow Jones11-10

0126 GMT - OCBC's dividend policy could be a rerating catalyst for its shares, says DBS Group Research's Lim Rui Wen in a note. The Singapore lender is expected to pay a 60% total dividend payout ratio for 2025 plus share buybacks, but could raise its payout as it reviews its capital returns policy, she says. She raises her earnings estimates through 2026 by 0%-2% after revising her NIM and noninterest income estimates. Still, she remains watchful over OCBC's asset-quality risks in a slower global growth environment, citing accelerating Federal Reserve rate cuts and a weaker commercial real estate sector. DBS upgrades its rating to buy from hold and lifts its target to S$19.80 from S$15.80. Shares rise 0.6% to S$17.88.(megan.cheah@wsj.com)

(END) Dow Jones Newswires

November 09, 2025 20:26 ET (01:26 GMT)

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Still, she remains watchful over OCBC's asset-quality risks in a slower global growth environment, citing accelerating Federal Reserve rate cuts and a weaker commercial real estate sector. DBS upgrades its rating to buy from hold and lifts its target to S$19.80 from S$15.80. 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