Top 4 Fastest Growing S&P 500 Dividends: Buy, Sell, or Hold?

Core Viewpoint - The article analyzes the top four S&P 500 stocks with the highest three-year dividend growth, assessing their investment potential as buy, sell, or hold based on their dividend performance and growth outlook. Group 1: Morgan Stanley - Morgan Stanley has achieved a 32% dividend growth over the past three years, making it the fastest-growing dividend on Wall Street [1] - The company has increased its dividend by more than 30% since 2021, although the growth rate has slowed recently, with the last two increases around 11% [1] - Analysts rate Morgan Stanley as a Hold, expecting less than 5% advancement at the midpoint [2] Group 2: Goldman Sachs - Goldman Sachs has also seen over 30% dividend growth in the last three years, but recent increases have been in the 10%-12% range [4][5] - The dividend yield is lower at approximately 2.48%, with a payout ratio of about 30% of earnings [5] - Analysts have a Moderate Buy rating on Goldman Sachs, but they believe the stock is fairly valued and may need a catalyst for further growth [5] Group 3: Thermo Fisher Scientific - Thermo Fisher has increased its dividend by nearly 18% annually over the past three years, but the yield is very low at around 0.27% [6][7] - The company pays less than 10% of its earnings in dividends, which may disappoint income investors [7] - Analysts rate Thermo Fisher as a Moderate Buy, but the consensus target has been trimmed since last year, indicating limited growth expectations [7] Group 4: Oracle - Oracle is highlighted as the most attractive stock for dividend growth, with a 15% CAGR and recent growth hitting 25% [9] - The company has a low payout ratio of 30%, which supports its ability to sustain high growth in dividends [9] - Analysts rate Oracle as a Moderate Buy, with expectations of a 5% advancement at the consensus midpoint, potentially reaching new all-time highs [9]