3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again

3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again

Joel South

Thu, September 17, 2026 at 1:00 PM GMT+3 6 min read

Quick Read

• 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.

• Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)

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: AI Growth Meets a 15-Year Dividend Record

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: Payout Room to Keep Compounding

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: The Dividend King Near an All-Time High

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%.

The bull case is that operating momentum is accelerating, not fading. Q2 FY2026 delivered adjusted EPS of $0.97 versus a $0.93 estimate, revenue of $13.38 billion (+6.7%), and global unit case volume growth of 5% led by India, China, the US, and Brazil. Coca-Cola Zero Sugar volume rose 16% across every geographic segment. Management raised full-year guidance to organic revenue growth around 5%, comparable EPS growth of 9% to 10%, and free cash flow of roughly $12.4 billion. Trailing P/E is 27x, with forward P/E at 26x, and the analyst target sits at $94.70. CEO Henrique Braun said Coca-Cola delivered by "staying close to the changing needs of our consumers and customers."

Risk: Mix and litigation. Asia Pacific price/mix fell 9% on affordability initiatives, and the company faces ongoing tax litigation with the IRS. FX and the pending African bottling sale add additional near-term noise.

Sixty-three straight years of raises is a rare club, and Coca-Cola is not the only name in it. We ranked ten Dividend Kings by valuation right now in a free report you can grab here.

What to Watch Next

Broadcom's Q4 FY2026 report will test the AI trajectory management just laid out. JPMorgan's next earnings report will show whether trading and IB momentum carries into the back half, alongside Q3 buyback pace. Coca-Cola's Q3 will reveal whether volume growth in India and China holds. Each company has already made long-term holders money. The forward setup suggests the compounding is not finished.

Learn 7 Secret Wealth Tips High Net Worth Investors Use

How do you continue to grow a seven-figure portfolio in retirement? The last thing you want is to run out of money, you want your money to generate lasting income while you enjoy your life.

Learn seven strategies high net worth investors use with new report: The Seven Secrets of High Net Worth Investors from Fisher Investments. Get your guide here (sponsor)

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