Core Viewpoint - JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) provides retirees with an attractive dividend yield of 11.5% through monthly distributions [1] Group 1 - The ETF is designed to offer a high income stream for retirees [1] - Monthly distributions make it appealing for those seeking regular income [1] - The 11.5% dividend yield positions it as a competitive option in the market [1]

Core Insights - The indicated net changes in dividends for U.S. domestic common stocks increased by $13.1 billion in Q4 2025, showing growth compared to previous quarters and the same quarter last year [1][7] - The overall dividend growth remained slow but steady, with companies continuing to increase dividends despite uncertainties in tariff policies and economic conditions [3][4] Dividend Increases and Decreases - In Q4 2025, total dividend increases amounted to $16.1 billion, a 14.9% increase from Q3 2025 and a 13.0% increase from Q4 2024 [7][8] - Dividend decreases in Q4 2025 were $3.0 billion, down 12.4% from Q3 2025 and up 20.5% from Q4 2024 [7][13] - For the full year 2025, total dividend increases were $59.3 billion, a decrease of 16.9% from 2024, while decreases were $12.9 billion, down 28.8% from the previous year [2][7] Dividend Payments and Yields - The S&P 500's Q4 2025 dividend payment per share increased by 2.3% to a record $20.25, marking the 16th consecutive annual increase [5] - The weighted indicated dividend yield for paying issues was 2.53% in Q4 2025, slightly up from 2.49% in Q3 2025 but down from 2.83% in Q4 2024 [13] - The average indicated yield decreased to 3.07% in Q4 2025 compared to 3.11% in Q3 2025 and 3.19% in Q4 2024 [13] Market Trends - A total of 634 dividend increases were reported in Q4 2025, a slight decrease from 635 in Q4 2024 [8] - The percentage of non-S&P 500 domestic dividend-paying common issues declined to 19.4% from 19.60% in Q3 2025 and 20.1% in Q4 2024 [13] - 409 issues or 81.3% of the S&P 500 currently pay a dividend, an increase from 407 in both Q3 2025 and Q4 2024 [13]

Earnings Report - Commercial Metals Company (NYSE: CMC) is set to release its earnings results for the first quarter on January 8, 2025, before the market opens [1] - Analysts project quarterly earnings of $1.54 per share, a significant increase from $0.78 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $2.05 billion, up from $1.91 billion a year earlier [1] Analyst Upgrade - Jefferies analyst Christopher LeFemina upgraded Commercial Metals from Hold to Buy and raised the price target from $70 to $78 [2] - The company currently offers an annual dividend yield of 0.97%, translating to a quarterly dividend of $0.18 per share, or $0.72 annually [2] Dividend Income Calculation - To achieve a monthly income of $500 from dividends, an investor would need to own approximately 8,333 shares, equating to a total investment of about $621,725 [3] - For a more conservative monthly income goal of $100, an investor would need 1,667 shares, requiring an investment of approximately $124,375 [4] Dividend Yield Dynamics - The dividend yield can fluctuate based on changes in the stock price and dividend payments [4][5] - For instance, if a stock with a $2 annual dividend at a $50 price has a yield of 4%, an increase in price to $60 would reduce the yield to 3.33% [5] - Conversely, a decrease in stock price to $40 would increase the yield to 5% [5] Recent Stock Performance - Shares of Commercial Metals gained 2.6%, closing at $74.61 on Tuesday [6]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Company Ratings and Analyst Insights - Brandywine Realty Trust (NYSE: BDN) has a dividend yield of 10.63%. Keybanc analyst Todd Thomas downgraded the stock from Overweight to Sector Weight on Dec. 4, 2025, with an accuracy rate of 56%. JP Morgan analyst Anthony Paolone downgraded it from Neutral to Underweight on Nov. 24, 2025, with an accuracy rate of 64% [6] - Park Hotels & Resorts Inc (NYSE: PK) has a dividend yield of 9.23%. Truist Securities analyst Patrick Scholes maintained a Hold rating and raised the price target from $11 to $12 on Dec. 4, 2025, with an accuracy rate of 67%. UBS analyst Robin Farley maintained a Neutral rating and raised the price target from $10 to $11 on Oct. 6, 2025, with an accuracy rate of 77% [6] - Apple Hospitality REIT Inc (NYSE: APLE) has a dividend yield of 7.81%. Baird analyst Michael Bellisario maintained an Outperform rating and cut the price target from $14 to $13 on Oct. 3, 2025, with an accuracy rate of 55%. Cantor Fitzgerald analyst Richard Anderson initiated coverage with an Overweight rating and a price target of $14 on Oct. 1, 2025, with an accuracy rate of 56% [6] Group 2: Recent News - Brandywine Realty Trust was replaced by Versant Media Group Inc. in the S&P SmallCap 600 on Jan. 6, 2026 [6] - Park Hotels announced the sale of non-core properties for approximately $198 million on Dec. 9, 2025 [6] - Apple Hospitality REIT reported positive quarterly sales on Nov. 3, 2025 [6]

Core Insights - The article discusses the anticipated rotation between asset classes, highlighting sectors poised for outperformance in 2026, particularly focusing on manufactured housing, discounted preferreds, and triple net REITs. Group 1: Manufactured Housing - Manufactured housing (MH) is expected to outperform due to its price advantage over site-built housing, making it a viable solution for many consumers facing high housing costs [3][4]. - Flagship Communities (MHCUF) demonstrates strong fundamentals with a same-store NOI growth of 10%, yet trades at a low valuation of 14.5X AFFO, which is significantly below the typical 20X AFFO for such growth rates [5][8]. - The sector can sustain organic rent growth of 5%-8% annually for the next decade, contributing to robust NOI growth of 8%-12% across the industry [4][5]. Group 2: Discounted Preferreds - Preferred stocks, particularly those of Gladstone Land (LAND), are currently mispriced, with the market treating them similarly to common stocks despite their different payout profiles [11][12]. - LAND's preferreds are seen as highly opportunistic due to their stability and the underlying asset class of farmland, which has a strong asset value protection [13][22]. - The preferreds have a total liquidation preference of $392 million, with sufficient asset coverage to protect against declines in farmland value [26][24]. Group 3: Triple Net REITs - Triple net REITs, such as Broadstone Net Lease (BNL), are positioned for recovery as the market has undervalued them based on past low growth rates, ignoring potential future growth [32][45]. - The average triple net REIT is currently trading at an AFFO yield of 8.1%, which is considered undervalued for a growing stream of cash flows [45][46]. - BNL is highlighted as a strong investment opportunity due to its combination of value and durable growth, trading at 11.51X AFFO with an 8.7% AFFO yield [46][49].

Core Insights - Palm Valley Capital Fund's performance in Q4 2025 was a 0.66% appreciation, underperforming the S&P SmallCap 600's 1.70% gain and the Morningstar Small Cap Total Return Index's 3.12% rise [1] - The Fund increased its allocation to Treasury bills from 74.1% to 76.3% during the quarter, while equity holdings rose by 1.12% [1] - Precious metals investments, particularly in silver, positively influenced equity performance [1] Company-Specific Insights - Flowers Foods, Inc. (NYSE:FLO) experienced a one-month return of -4.53% and a 52-week loss of 48.24%, closing at $10.32 per share with a market capitalization of $2.179 billion on January 5, 2026 [2] - In Q4 2025, Flowers Foods was one of the top three detractors from the Fund's performance, despite meeting earnings guidance and reaffirming its outlook [3] - The company is facing a challenging operating environment, with negative volume trends as consumers shift to private-label products and away from traditional loaf bread [3] - Flowers Foods is focusing on growth in healthier product offerings, such as Dave's Killer Bread and Simple Mills snacks, and plans to increase innovation and new product launches [3] - The company is expected to generate strong free cash flow, primarily used for a generous dividend yielding 9%, although a shift towards debt reduction is suggested [3] - Flowers Foods is currently trading at 10x earnings, which is viewed as attractively valued, leading to an increased position in the Fund during the quarter [3]

Core Viewpoint - TD SYNNEX Corporation is expected to report a slight increase in quarterly earnings and revenue for the fourth quarter of 2024, with analysts projecting earnings of 94 cents per share and revenue of $1.99 billion, compared to 93 cents and $1.96 billion in the previous year [1] Group 1: Earnings and Revenue Expectations - The earnings report for TD SYNNEX is scheduled for January 8, 2025, before market opening [1] - Analysts anticipate a quarterly earnings increase to 94 cents per share, up from 93 cents in the same quarter last year [1] - The consensus revenue estimate for the quarter is $1.99 billion, an increase from $1.96 billion year-over-year [1] Group 2: Analyst Ratings and Price Target - Morgan Stanley analyst Erik Woodring has maintained an Overweight rating on TD SYNNEX while lowering the price target from $181 to $177 [2] - The company currently offers an annual dividend yield of 1.15%, translating to a quarterly dividend of 44 cents per share, or $1.76 annually [2] Group 3: Dividend Yield Calculation - To achieve a monthly income of $500 from dividends, an investment of approximately $522,054 or around 3,409 shares is required [3] - For a more modest monthly income of $100, an investment of about $104,441 or around 682 shares is necessary [3] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [4] Group 4: Impact of Stock Price on Dividend Yield - Changes in stock price directly affect the dividend yield; for instance, if a stock's price increases, the yield decreases, and vice versa [4] - If a company increases its dividend while the stock price remains constant, the yield will increase [5] - TD SYNNEX shares experienced a slight decline of 0.2%, closing at $153.14 [5]

Earnings Report - TD SYNNEX Corporation is set to release its fourth-quarter earnings results on January 8, 2025, before the market opens [1] - Analysts project quarterly earnings of 94 cents per share, an increase from 93 cents per share in the same period last year [1] - The consensus estimate for quarterly revenue is $1.99 billion, up from $1.96 billion a year earlier [1] Analyst Rating and Price Target - Morgan Stanley analyst Erik Woodring has maintained an Overweight rating on TD SYNNEX, while lowering the price target from $181 to $177 [2] Dividend Information - TD SYNNEX currently has an annual dividend yield of 1.15%, translating to a quarterly dividend of 44 cents per share, or $1.76 annually [2] - To achieve a monthly income of $500 from dividends, an investment of approximately $522,054 or around 3,409 shares is required [3] - For a more modest monthly income of $100, an investment of $104,441 or around 682 shares is needed [3] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price [4] - Changes in stock price affect the dividend yield; for instance, if a stock priced at $50 pays a $2 annual dividend, the yield is 4%, but if the price rises to $60, the yield drops to 3.33% [4] Impact of Dividend Changes - Increases in dividend payments will raise the yield if the stock price remains constant, while decreases will lower the yield [5] - TD SYNNEX shares fell by 0.2% to close at $153.14 on Monday [5]

Core Insights - AGNC Investment (NASDAQ: AGNC) presents a complex business model that may not align with traditional investor metrics, making it a potential disappointment for some while being a valuable asset for others seeking high dividend yields [1][6] Company Overview - AGNC Investment operates as a mortgage REIT, offering a notably high dividend yield of 13% [6] - The company's primary objective is total return rather than consistent income, which is a departure from typical dividend-focused investments [8] Dividend Analysis - Despite the attractive 13% dividend yield, AGNC's dividend has been volatile and has been in decline for over a decade, leading to reduced income and capital for investors [5][4] - The stock price has mirrored the declining dividend trend, maintaining a high yield due to falling stock prices [5] Performance Metrics - Since its inception, AGNC has outperformed the S&P 500 index, indicating potential diversification benefits for long-term investors focused on asset allocation [9] - When considering total return, AGNC has shown relatively strong performance, suggesting it could be a valuable component of a diversified investment portfolio aimed at wealth accumulation over time [8][9]

Group 1 - Jefferies Financial Group Inc. is set to release its fourth-quarter earnings results on January 7, 2025, with analysts expecting earnings of 94 cents per share, an increase from 93 cents per share in the previous year [1] - The consensus estimate for Jefferies Financial's quarterly revenue is $1.99 billion, up from $1.96 billion a year earlier [1] - Oppenheimer analyst Chris Kotowski has maintained an Outperform rating for Jefferies Financial and raised the price target from $81 to $97 [2] Group 2 - Jefferies Financial currently has an annual dividend yield of 2.52%, translating to a quarterly dividend of 40 cents per share, or $1.60 annually [2] - To earn $500 monthly from dividends, an investment of approximately $237,975 or around 3,750 shares is required, while $100 monthly would need about $47,595 or 750 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [3][4] Group 3 - Jefferies Financial's shares rose by 2.4% to close at $63.46 [4]