Three Long-Term Compounders Poised for Continued Growth
Three long-term compounders that have made patient shareholders wealthy are Broadcom, JPMorgan Chase, and Coca-Cola. These companies have demonstrated durable earnings power over the years.
Broadcom's AI semiconductor revenue surged 221% year-over-year to $16.7 billion in Q3 FY2026, with CEO Hock Tan targeting over $30 EPS by fiscal 2028. The company has a 15-year dividend record and paid quarterly dividends going back to 2010.
JPMorgan Chase is the largest US bank compounding through dividends and buybacks. Trailing EPS is $23.35, against a trailing dividend of $6.00 per share, which leaves substantial room to keep raising the payout while continuing to buy back stock. The board authorized a fresh $50 billion repurchase program effective July 1, 2026.
Coca-Cola has raised its dividend for 63 straight years and trades near an all-time high. Management guided for comparable EPS growth in the range of 9% to 10% for full-year 2025. The company's Q2 FY2026 delivered adjusted EPS of $0.97 versus a $0.93 estimate.