Is SEEK (ASX:SEK) Using a Higher Dividend to Reframe Its AI-Led Growth Story?

Simply Wall St.

Feb 17

SEEK Limited has announced an ordinary cash dividend of A$0.27 per share for the six months ended 31 December 2025, with an ex-date of 17 March 2026, record date of 18 March 2026, and payment date of ...

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This higher ordinary dividend highlights management’s willingness to return more cash to shareholders, which investors may interpret as confidence in current business conditions and cash generation. We’ll now examine how SEEK’s higher ordinary dividend payout interacts with its AI-led growth narrative and analyst earnings expectations. Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.AdvertisementSEEK Investment Narrative RecapTo own SEEK, you need to believe its online recruitment and AI investments can translate into resilient cash generation, even through softer job markets. The higher A$0.27 dividend signals stronger near term cash returns, but does not materially change the key short term catalyst in investors’ sights: upcoming earnings and any update on AI monetisation. The biggest risk remains that slower ANZ job ad volumes or weaker Asian freemium traction could limit revenue and margin progress. The upcoming first half 2026 results announcement sits closest to this dividend news, as it will show how earnings, cash flow and investment needs line up with a higher ordinary payout. Investors will likely focus on how SEEK balances increased returns to shareholders with ongoing spend on AI, product development and platforms like Sidekicker, given these are central to its growth story but also to the risk of rising costs and margin pressure. Yet while the dividend may look attractive today, investors should be aware that... Read the full narrative on SEEK (it's free!)SEEK's narrative projects A$1.5 billion revenue and A$330.8 million earnings by 2028.Uncover how SEEK's forecasts yield a A$29.36 fair value, a 72% upside to its current price.Exploring Other PerspectivesASX:SEK 1-Year Stock Price Chart Three fair value estimates from the Simply Wall St Community span a wide range, from A$11.57 up to A$29.36, showing very different views on SEEK’s potential. You can weigh these against the risk that expanding AI and platform investments lift costs faster than revenue, with important implications for margins and long term earnings power.Explore 3 other fair value estimates on SEEK - why the stock might be worth as much as 72% more than the current price!Form Your Own VerdictDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your SEEK research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.Our free SEEK research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate SEEK's overall financial health at a glance.Ready For A Different Approach?Our daily scans reveal stocks with breakout potential. Don't miss this chance:AI is about to change healthcare. These 10 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 26 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.The future of work is here. Discover the 32 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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