This Dividend Stock Should Have a Permanent Place in Your TFSA

Buying and holding this dividend stock in a TFSA can help generate significant tax-free passive income for decades.

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Key Points

  • Enbridge is a top TFSA dividend stock with a 30-year streak of annual dividend increases and an attractive 5.7% yield.
  • The company's business model provides exceptional stability with nearly all EBITDA protected by regulated returns or long-term contracts, making it immune to commodity price cycles.
  • ENB's strong growth prospects support continued dividend increases with 80% of earnings protected from inflation.

Many companies on the TSX pay dividends, but only a select few have the strength and consistency to provide income that lasts a lifetime. Thanks to the reliability of their payouts, they deserve a permanent place in your  Tax-Free Savings Account (TFSA) to generate worry-free passive income for decades.

Buying and holding high-quality dividend stocks in a TFSA can help generate income completely free of tax, and reinvesting the same could help create significant wealth over time.

Against this background, here is a top dividend stock to buy and hold in your TFSA for the long term.

A top TSX dividend stock for your TFSA

While several Canadian companies are known for rewarding investors with reliable and growing dividends, Enbridge (TSX:ENB) stands out for its reliable dividend payments, high yield, and visibility over future payouts.

Notably, for decades, this energy transportation and distribution giant has maintained a strong track record of dividend growth, supported by a resilient business model that generates stable cash flow in all market conditions.

Enbridge operates an extensive network of liquid pipelines and energy infrastructure, playing a significant role in North America’s energy supply chain. As it connects primary demand and supply zones, its assets consistently witness high utilization and generate steady earnings and distributable cash flow (DCF).

Furthermore, nearly all of its earnings before interest, taxes, depreciation, and amortization (EBITDA) are derived from assets backed by regulated returns or long-term contracts. This structure makes it immune to commodity price cycles and ensures predictable cash flow across all market situations.

Enbridge also follows a disciplined approach to managing its capital. By maintaining a payout ratio of 60% to 70% of DCF, it rewards shareholders with dividends and reinvests in growth opportunities. This approach has allowed it to steadily expand its operations while ensuring investors continue to benefit from reliable distributions.

Since 1995, Enbridge has raised its dividend every single year, navigating major economic shocks. That resilience reflects the strength of its business model and its commitment to reward shareholders. It currently pays a quarterly dividend of $0.9425 per share, offering an attractive yield of 5.7%.

Why will Enbridge keep increasing its dividend?

Enbridge’s highly diversified revenue streams and low-risk contracts position it well to steadily grow its earnings and DCF per share, supporting higher dividend payments. Despite trade-related challenges, the company’s management highlighted that Enbridge has minimal exposure to tariff risk, as oil and gas flowing through its pipelines into the U.S. remain exempt from trade duties.

Adding to Enbridge’s resilience, about 80% of its EBITDA is protected by regulatory mechanisms or revenue escalators, insulating it from cost inflation and ensuring steady earnings growth. Even with new regulations such as the One Big Beautiful Bill Act, Enbridge’s near-term projects, including renewable developments, are expected to progress without major hurdles.

Enbridge’s scale and reach give it an edge. The company’s extensive pipeline network connects to every operating LNG export facility along the U.S. Gulf Coast, securing its position as a critical player in the energy value chain.

Moreover, Enbridge’s natural gas infrastructure is strategically located near key demand hubs, serving everything from coal-to-gas plant conversions to nearly a third of North America’s new data centers and almost half of the continent’s gas-fired power generation. Additionally, Enbridge’s renewable power business is rapidly expanding, with a growing share of its output contracted to some of the world’s largest AI and data center operators. All of these provide a solid platform for long-term growth, supporting its payouts.

Enbridge expects to deliver $40 to $45 billion back to investors over the next five years and continues to target mid-single-digit dividend growth. In short, Enbridge offers resilient payouts and is likely to generate solid tax-free income in your TFSA for decades.

Fool contributor Sneha Nahata has no position in any of the stocks mentioned. The Motley Fool recommends Enbridge. The Motley Fool has a disclosure policy.

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