Dividend Growth

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If You'd Invested $10,000 in ExxonMobil Stock 5 Years Ago, Here's How Much You'd Have Today
The Motley Foolยท 2025-04-30 08:30
ExxonMobil stock has tripled investors' money in five years. Can it do it again?Oil and gas exploration and production (E&P) isn't an easy business. It requires massive amounts of investments, and the earnings and cash flows of E&P producers are directly exposed to the volatility in oil and gas prices.Yet ExxonMobil (XOM -0.23%) -- the largest oil company in the U.S. -- has performed remarkably well over the decades, and its stock has generated rich returns for shareholders. In recent years, ExxonMobil has ...
1 Superstar Dividend Growth Stock to Buy if the Market Crashes
The Motley Foolยท 2025-04-26 18:32
Company Overview - Zoetis is a leading animal healthcare company that was spun off from Pfizer Animal Health in 2012, with annual sales of $9.3 billion [3] - The company develops and sells medicines, vaccines, diagnostics, genetic tests, and devices for treating livestock and pets [3] Industry Growth - The animal health market is projected to grow from $48 billion in 2023 to between $75 billion and $85 billion by 2033 [5] - Demand for animal protein is increasing due to global population growth, and younger generations are spending more on companion animals compared to older generations [4] Financial Performance - Zoetis has roughly doubled its annual sales over the past decade [5] - The company has consistently raised its dividend since paying its first one in 2013, with a current yield of just over 1.3% and an average annual growth rate of 21.4% over the past five years [6][7] Valuation Insights - The stock has historically traded at a high valuation, averaging a price-to-earnings (P/E) ratio of over 41 for the past decade [9] - Currently, Zoetis is at its lowest valuation on record at 27 times earnings, but it still has a PEG ratio of 2.7, indicating it may not be a bargain [12] Investment Considerations - The company is seen as a potential buy due to its strong market position and growth prospects, but investors are advised to consider gradual purchases in case of further market declines [12] - Zoetis's leadership in the expanding animal health field provides a durable growth runway for investors [8]
2 High Yielding BDCs For An Income Investor's Portfolio
Seeking Alphaยท 2025-04-24 11:34
Group 1 - The article discusses the strategy of investing in traditional dividend growth stocks during a market downturn, specifically mentioning companies like BlackRock, Merck, and PPG [1] - The focus is on building growing income for investors through high-quality and reliable dividend growth ideas, emphasizing stability and long-term wealth creation [1] - The service also offers ideas for writing options to further enhance investors' income [1] Group 2 - The article promotes a membership service that provides access to a portfolio, watchlist, and live chat, along with exclusive articles not available elsewhere [2]
My Dividend Stock Portfolio: New All-Time Dividend Record In March - 100 Holdings With 15 Buys
Seeking Alphaยท 2025-04-17 12:10
Market Overview - In March 2025, U.S. markets experienced a significant downturn due to escalating trade tensions, leading to a drop of over 10% in both the S&P 500 and Nasdaq, officially entering correction territory [1] Investment Strategy - The focus is on building a portfolio centered around Dividend Growth, targeting both high and low-end yield spectrum, with an emphasis on Blue Chip stocks that have a long history of dividend payments [1]
Why ACNB (ACNB) is a Top Dividend Stock for Your Portfolio
ZACKSยท 2025-03-31 16:45
Company Overview - ACNB is headquartered in Gettysburg and operates in the Finance sector, with a stock price change of 3.09% since the start of the year [3] - The company currently pays a dividend of $0.32 per share, resulting in a dividend yield of 3.12%, which is significantly higher than the Banks - Southwest industry's yield of 1.16% and the S&P 500's yield of 1.59% [3] Dividend Performance - The current annualized dividend of ACNB is $1.28, reflecting a 1.6% increase from the previous year [4] - Over the past five years, ACNB has increased its dividend four times on a year-over-year basis, achieving an average annual increase of 6% [4] - The company's current payout ratio is 34%, indicating that it pays out 34% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year 2025, ACNB anticipates solid earnings growth, with the Zacks Consensus Estimate projecting earnings of $4.28 per share, representing a year-over-year growth rate of 14.75% [5] Investment Appeal - ACNB is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 1 (Strong Buy) [7]
First Industrial: The Dividend Growth Giant That Doesn't Get Enough Attention
Seeking Alphaยท 2025-03-30 15:00
REITs continue to suffer from suppressed valuations as a result of a higher interest rate environment. As a result, we've seen some of the most popular companies within the real estate company underperform the rest of the market. However, there Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving ...
The Ultimate Dividend Stock to Buy for a Lifetime of Passive Income
The Motley Foolยท 2025-03-29 22:14
There are a lot of great dividend stocks. Many companies offer higher-yielding payouts, which have steadily increased over the years. However, few companies can match the combination of yield, payment frequency, and growth consistency of Realty Income (O 0.82%). These and other factors make it the ultimate dividend stock to buy for those seeking a passive income stream that should last their lifetime. A high-quality, high-yielding payout Realty Income pays a very attractive dividend. The real estate investm ...
OFS Capital: Q4 Earnings Reveal Continued Weakness To Higher Interest Rate Environment
Seeking Alphaยท 2025-03-06 14:30
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines high-quality dividend stocks with other investment vehicles such as Business Development Companies, REITs, and Closed End Funds to enhance income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on creating a balanced portfolio that not only provides income through dividends but also captures growth, aiming for a total return that aligns with the S&P 500 [1]. - The strategy suggests that a solid base of classic dividend growth stocks can be effectively supplemented with alternative assets to boost overall investment income [1].
Why 1st Source (SRCE) is a Great Dividend Stock Right Now
ZACKSยท 2025-03-04 17:45
Company Overview - 1st Source (SRCE) is based in South Bend and operates in the Finance sector, with a year-to-date share price change of 11% [3] - The company currently pays a dividend of $0.36 per share, resulting in a dividend yield of 2.22%, which is lower than the Banks - Midwest industry's yield of 2.99% and the S&P 500's yield of 1.55% [3] Dividend Performance - The current annualized dividend of 1st Source is $1.44, reflecting a 2.9% increase from the previous year [4] - Over the last 5 years, 1st Source has increased its dividend 4 times year-over-year, achieving an average annual increase of 5.14% [4] - The company's payout ratio stands at 26%, indicating that it paid out 26% of its trailing 12-month EPS as dividends [4] Earnings Growth - 1st Source is expected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 projected at $5.82 per share, representing a year-over-year growth rate of 6.01% [5] Investment Appeal - Dividends are favored by investors as they enhance stock investing profits, reduce overall portfolio risk, and offer tax advantages [6] - Established firms with secure profits are typically viewed as the best dividend options, while high-growth businesses and tech start-ups rarely offer dividends [7] - 1st Source is recognized as an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]
Ameren(AEE) - 2024 Q4 - Earnings Call Transcript
2025-02-14 16:00
Financial Data and Key Metrics Changes - Ameren reported adjusted earnings of $4.63 per share for 2024, an increase from $4.38 per share in 2023, exceeding the 2024 adjusted earnings guidance midpoint [5][24] - The company strategically invested approximately $4.3 billion in energy infrastructure in 2024 [5] - Weather normalized retail sales grew approximately 2% across Ameren Missouri, with specific growth of 2% in residential, 1.5% in commercial, and 3% in industrial sectors [26] Business Line Data and Key Metrics Changes - The company achieved a compound annual growth rate of approximately 7.6% in weather normalized adjusted earnings per share since 2013, with annual dividends increasing by approximately 68% [7] - The focus for 2025 includes investing approximately $4.2 billion in electric, natural gas, and transmission infrastructure to enhance grid safety and reliability [8][10] Market Data and Key Metrics Changes - Ameren expects weather normalized retail sales to increase approximately 5.5% compounded annually from 2025 through 2029, a significant increase from prior expectations of flat to 0.5% growth [12] - The company anticipates a total of 1.5 gigawatts of load growth by the end of 2029, with 1.8 gigawatts of new load construction agreements already signed [13][15] Company Strategy and Development Direction - Ameren's strategy is guided by three pillars: investing in rate-regulated infrastructure, enhancing regulatory frameworks, and optimizing operating performance [4] - The company plans to grow its rate base at a 9.2% compound annual rate from 2024 through 2029, reflecting a 20% increase in its five-year capital plan compared to the previous year [11] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering strong results in 2025, driven by robust sales growth and energy infrastructure investment opportunities [9] - The company remains focused on maintaining competitive rates while pursuing economic development opportunities that will bring jobs and tax revenue to the states it serves [4][8] Other Important Information - Ameren's Board of Directors approved a quarterly dividend increase of approximately 6%, resulting in an annualized dividend rate of $2.84 per share, marking the twelfth consecutive year of dividend increases [10] - The company has a ten-year investment pipeline of over $63 billion aimed at enhancing the reliability and efficiency of its energy grid [22] Q&A Session Summary Question: Can you speak to how close you are to the top end of 6% to 8% growth? - Management indicated that they are excited about the sales growth and capital plan, expecting to deliver near the upper end of the range in the mid to latter part of the five-year plan [45][47] Question: How much capacity headroom is there in the resource mix? - Management stated that the updated resource plan reflects realistic short-term goals, with the ability to serve 2 gigawatts of demand by 2032 and potentially more thereafter [51][52] Question: What are you tracking on FFO to debt? - Management expressed confidence in maintaining a strong balance sheet, indicating that they are positioned to support a Baa1 rating and are above the downgrade threshold [60][61] Question: Can you help reconcile what is in the five-year plan versus upside opportunities? - Management clarified that there are significant upside opportunities in the transmission projects, with a total of $5 billion in the ten-year pipeline, and they are actively pursuing competitive projects [62][63] Question: How do you envision the new nuclear capacity? - Management noted that while new nuclear capacity is long-dated, they are exploring various technologies and will monitor developments closely without making immediate financial commitments [84][86]