The article covers high-dividend stocks centered on domestic AI-related names and reports on companies seeking growth opportunities through AI adoption and DX while maintaining a defensive focus on dividends. Companies including DIT, クレスコ and システナ have indicated plans to maintain or increase consecutive dividend growth and high dividends.
デジタル・インフォメーション・テクノロジー (3916) is described as addressing bottlenecks in the adoption of generative AI and business automation tools at private-sector companies through products such as its own xoBlos and WebARGUS. Its distinguishing features are said to include ROE of approximately 24%, high capital efficiency and strong shareholder returns. Against a backdrop of higher revenue, higher profit and dividend growth, a dividend forecast for FY2027 has been presented, with an annual dividend of ¥42 and an expected dividend yield in the 4% range.
クレスコ (4674) is developing its proprietary Minervae AI solution and emphasizing its support structure for AI adoption. The article covers higher revenue, higher profit and expanded dividends in FY2026, as well as news of an upward revision to its FY2027 dividend forecast to ¥80. It also reports financial soundness, including ROE of around 16% and active share repurchases.
システムリサーチ (3771) is attracting attention for its manufacturing-sector DX initiatives and introduction of progressive dividends. It highlights an expected annual dividend of ¥80 for FY2027, ROE above 20% and a DOE of approximately 69%. Its record of 5 consecutive years of dividend growth and high dividend payout ratio are cited as factors supporting its investment appeal.