Broadcom's AI semiconductor revenue surged 221% year over year to $16.7 billion, with CEO Hock Tan targeting over $30 EPS by fiscal 2028.
JPMorgan's $50 billion buyback program and trailing EPS of $23 against a $6 annual dividend leave substantial room to keep raising payouts.
Coca-Cola has raised its dividend for 63 straight years and trades near an all-time high, with management guiding for comparable EPS growth in the range of 9 to 10 percent.
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Three names have quietly turned patient shareholders into wealthy ones, and each still has a specific forward case worth mapping out heading into the fall. A semiconductor designer riding the AI capex wave, the largest US bank compounding through dividends and buybacks, and a Dividend King doing what it has always done. Different businesses, one shared trait: durable earnings power that keeps showing up quarter after quarter.
Here are three long-term compounders to consider in September, each with a verified track record and a live catalyst for the next leg.
Broadcom ( NASDAQ:AVGO ) is the rare stock that pairs an established dividend history with hypergrowth semiconductor economics. Shares closed at $339.51 on September 16, 2026, giving the company a market cap of roughly $1.62 trillion. The 10-year total return has been 2,443.35%, and the company has paid quarterly dividends going back to 2010, most recently declaring $0.65 per share payable September 30.
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The forward case is unusually explicit. Q3 FY2026 revenue jumped 85.5% year over year to $29.59 billion, with AI semiconductor revenue at $16.7 billion, up 221%. Q4 guidance calls for revenue of about $34.8 billion and AI semis of roughly $21.7 billion. On the earnings call, CEO Hock Tan laid out a multi-year AI trajectory of approximately $115 billion in fiscal 2027 and $230 billion in fiscal 2028, adding that Broadcom is "very much on target to exceed $30 in earnings per share in fiscal 2028." Trailing P/E sits at 43x, with forward P/E at 18x against an analyst target of $531.85.
Risk: Customer concentration. Revenue depends on a small group of hyperscale AI buyers, and recent reporting flagged questions about Anthropic's deployment pace, though management said AI revenue targets have not changed. Any deployment slippage in land, power, or memory supply could push out that trajectory.
JPMorgan Chase ( NYSE:JPM ) is the clearest example of a bank that has turned scale into shareholder returns. Shares finished at $349.13 on September 16, 2026, up 589.48% over 10 years. The dividend has climbed from $0.05 quarterly in 2010 to a newly declared $1.65 payable October 31.
Here is the key setup. 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, and JPMorgan repurchased $6.703 billion in Q2 alone at an average price of $308.21. Q2 EPS came in at $7.70 versus a $5.80 estimate, and adjusted EPS excluding the Visa gain was $6.14, up 13% year over year, on ROTCE of 23%. Trailing P/E is a modest 15x, with forward P/E at 14x. CEO Jamie Dimon called the quarter "very strong."
Risk: Credit normalization. The card net charge-off rate ran at 3.33%, noninterest expense rose 15% year over year, and nonaccrual loans stood at $9.4 billion. Dimon flagged sticky inflation, geopolitical tensions, and elevated asset prices as forces shifting below the surface.
Coca-Cola ( NYSE:KO ) closed at $87.86 on September 16, 2026, within striking distance of its 52-week high of $91.94. Shares are up 28.14% year to date and 184.33% over 10 years. Full-year 2025 marked the 63rd consecutive year of dividend increases, and the quarterly dividend history confirms it: the payout has risen every year from $0.39 in 2018 to $0.53 in 2026. Yield sits at 2.34%.
Reporting synthesized and verified under Nexvoro.tech editorial guidelines. Full primary records referenced via Yahoo Finance.
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