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The Fed May Be Poised To Make A Major Mistake
Seeking Alpha· 2025-09-17 11:24
Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at several firms [1] - He is a Professional Engineer and Project Management Professional with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for like-minded investors, fostering community engagement and knowledge sharing [2]
New Jersey Resources Boosts Shareholder Value, Hikes Dividend by 5.6%
ZACKS· 2025-09-16 16:31
Core Insights - New Jersey Resources Corporation (NJR) has approved a 5.6% increase in its quarterly dividend rate, raising it to 47.5 cents per share, effective October 1, 2025 [1][9] - This marks the company's 30th consecutive annual dividend increase, with the new annualized dividend rate set at $1.90 per share, resulting in an annualized dividend yield of 4.03%, significantly higher than the S&P 500 average of 1.50% [2][9] Financial Strategy and Growth - NJR follows a systematic capital investment strategy focused on modernizing infrastructure and expanding clean energy programs, aiming for 7-9% long-term net financial earnings per share growth annually [3] - The company plans to invest between $650 million and $770 million in fiscal 2025 and between $655 million and $835 million in fiscal 2026, which is expected to generate strong cash flows for shareholder returns [4] Customer Base and Demand - NJR's principal subsidiary, New Jersey Natural Gas (NJNG), serves 588,000 customers as of the end of fiscal Q3 2025, an increase from 583,000 at the end of fiscal 2024, indicating strong customer demand and growth potential [5] - The service area of NJNG is experiencing notable development, driven by an increasing trend toward year-round living, which is expected to sustain customer additions and demand for NJR's services [5] Renewable Energy Initiatives - NJR, through its Clean Energy Ventures, operates solar projects with a total capacity of 449 megawatts (MW) and is increasing its renewable power generation capacity to meet rising clean energy demand [6] Industry Context - Other utility companies have also announced dividend hikes, reflecting the stable operations and earnings typical in the utility sector, which supports regular dividend increases [7][8]
AbbVie (ABBV)’s Dividend Track Record: How It Became a Leader in Consistent Dividends
Yahoo Finance· 2025-09-16 13:54
Core Insights - AbbVie Inc. (NYSE:ABBV) is recognized as one of the 13 Best Consistent Dividend Stocks to buy currently [1] - The company has shown strong performance in 2025, significantly outperforming the broader market, with a nearly 22% increase in stock price since the beginning of the year [2] - AbbVie has successfully transitioned away from its reliance on Humira, which lost US exclusivity in 2023, thanks to the strong sales growth of its autoimmune treatments Rinvoq and Skyrizi [3] - AbbVie boasts a remarkable dividend growth streak of 53 years, currently offering a quarterly dividend of $1.64 per share and a dividend yield of 3% as of September 12 [4]
GHY: Global Income CEF With Questionable Dividend Coverage
Seeking Alpha· 2025-09-16 13:03
Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - The strategy aims to create a balanced portfolio that captures total returns on par with the S&P index, indicating a blend of growth and income [1].
FEGE Vs. VT: New Global ETF Earns Buy Rating
Seeking Alpha· 2025-09-16 12:00
With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...
Buy The Dip: 8-11% Dividend Yields Getting Way Too Cheap
Seeking Alpha· 2025-09-16 11:05
Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at various firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Masters in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to share insights and strategies [2]
Want to Earn a Safe 10.5% Annual Yield and Be Paid Monthly? Invest in the Following 3 Ultra-High-Yield Dividend Stocks.
The Motley Fool· 2025-09-16 07:51
Group 1: Investment Opportunities in Dividend Stocks - Three high-yield monthly income stocks offer yields ranging from 5.3% to 14.2% [1] - Dividend stocks have historically outperformed non-payers, with annualized returns of 9.2% compared to 4.31% over a 51-year period [4] - Monthly dividend payments provide immediate income, with select companies capable of sustaining high payouts [5] Group 2: AGNC Investment - AGNC Investment offers a yield of 14.15%, maintaining a double-digit yield for 14 of the last 15 years [6][9] - The company operates as a mortgage REIT, borrowing at lower short-term rates to invest in higher-yielding mortgage-backed securities [7] - A declining interest rate environment positively impacts AGNC's net interest margin and book value, suggesting potential for share price appreciation [8][9] - 99% of AGNC's $82.3 billion investment portfolio is in ultra-safe agency mortgage-backed securities, providing a buffer against defaults [10] Group 3: Realty Income - Realty Income has a yield of 5.31% and has increased its dividend 132 times since its IPO in 1994 [12] - The company focuses on resilient commercial properties, with approximately 90% of its rent shielded from economic downturns [14] - Realty Income's lease structure includes a weighted average lease term of nine years and a high occupancy rate, ensuring stable cash flow [15] - The stock is currently valued at 13.2 times forecast cash flow in 2026, representing a 17% discount to its historical average [16] Group 4: PennantPark Floating Rate Capital - PennantPark Floating Rate Capital offers a yield of 12.11% and primarily focuses on debt investments in small- and micro-cap companies [17][18] - The company oversees a portfolio exceeding $2.4 billion, with over $2.15 billion in first lien secured debt, enhancing yield potential [18][20] - 99% of PennantPark's loan portfolio features variable rates, allowing it to benefit from rising interest rates [19]
The Big 3: SLG, T, PM
Youtube· 2025-09-15 17:30
Group 1: SL Green Realty Corp - SL Green Realty Corp is viewed as a strong pick in the REIT sector, offering both yield and growth potential despite a 6.5% decline over the past year [1][2] - The company is expected to achieve a return of 6% to 9% over the next 18 months, with potential for double-digit returns beyond that period [3][4] - Strategic acquisitions of high-quality properties in New York City are seen as key growth drivers for the company [5][6] Group 2: AT&T - AT&T has shown a year-to-date performance increase of approximately 30%, acting like a growth tech stock while also providing a dividend yield over 6% [13][14] - The stock is anticipated to deliver double-digit growth over the next 18 months, with some near-term resistance expected [15][16] - Historical performance indicates that AT&T has provided positive returns over the long term, despite periods of volatility [16][17] Group 3: Philip Morris International - Philip Morris International is recognized for its growth potential and solid dividend offerings, with expectations of an 8% to 12% return over the next 18 months [26][29] - The company is considered a good addition to a diversified portfolio, particularly due to its international reach and growth opportunities [25][26] - Insider selling has been noted, but this is viewed as a potential buying opportunity for investors looking to accumulate shares [27][28]
Sun Life (SLF) Could Be a Great Choice
ZACKS· 2025-09-15 16:46
Company Overview - Sun Life (SLF) is headquartered in Toronto and operates in the Finance sector, with a stock price change of -0.19% since the start of the year [3] - The company currently pays a dividend of $0.64 per share, resulting in a dividend yield of 4.29%, which is significantly higher than the Insurance - Life Insurance industry's yield of 1.74% and the S&P 500's yield of 1.5% [3] Dividend Performance - Sun Life's annualized dividend of $2.54 has increased by 5.8% from the previous year [4] - Over the past 5 years, the company has raised its dividend 5 times, achieving an average annual increase of 8.94% [4] - The current payout ratio is 51%, indicating that the company pays out 51% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year 2025, the Zacks Consensus Estimate predicts earnings of $5.33 per share, reflecting a year-over-year growth rate of 9.67% [5] - The company's future dividend growth will depend on earnings growth and the payout ratio [4] Investment Considerations - High-growth firms or tech start-ups typically do not offer dividends, while established companies with secure profits are often preferred by income investors [6] - Sun Life is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6]
Why Korn/Ferry (KFY) is a Great Dividend Stock Right Now
ZACKS· 2025-09-15 16:46
Company Overview - Korn/Ferry (KFY) is headquartered in Los Angeles and operates in the Business Services sector, with a year-to-date price change of 7.16% [3] - The company currently pays a dividend of $0.48 per share, resulting in a dividend yield of 2.66%, which is higher than the Staffing Firms industry's yield of 2.18% and the S&P 500's yield of 1.5% [3] Dividend Performance - Korn/Ferry's annualized dividend of $1.92 has increased by 20.8% compared to the previous year [4] - Over the past five years, the company has raised its dividend four times, achieving an average annual increase of 40.80% [4] - The current payout ratio for Korn/Ferry is 38%, indicating that it distributes 38% of its trailing 12-month earnings per share as dividends [4] Earnings Outlook - The Zacks Consensus Estimate for Korn/Ferry's earnings in fiscal year 2025 is projected at $5.17 per share, reflecting an expected increase of 5.94% from the previous year [5] - Future dividend growth will depend on the company's earnings growth and payout ratio [4] Investment Considerations - Korn/Ferry is considered a compelling investment opportunity due to its strong dividend performance and current Zacks Rank of 3 (Hold) [6] - The company is positioned well for income investors, especially in contrast to tech start-ups and growth businesses that typically do not offer dividends [6]