Core Insights - The Schwab U.S. Dividend Equity ETF (SCHD) has an estimated dividend yield of approximately 4%, ranking it in the top 2% among 727 U.S. Size & Style ETFs [1] Group 1: ETF Performance - SCHD is noted for its high dividend yield, which is a significant factor for investors seeking income [1] Group 2: Analyst Background - The Sunday Investor, who covers SCHD, has completed educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1]

Group 1 - The chemicals sector is experiencing a prolonged downtrend, leading to some stocks offering very high dividend yields [1] - The focus of the analysis is primarily on the financial sector, but there is an interest in the chemicals sector for personal retirement investments [1] Group 2 - The author has over 18 years of experience in the financial markets, specifically in portfolio management on the buy side [1]

Core Insights - The primary focus for income investors is generating consistent cash flow through dividends, which are a significant portion of long-term returns [2][4]. Company Overview - Northern Trust Corporation (NTRS), based in Chicago, has experienced a share price increase of 23.93% this year [3]. - The company currently pays a dividend of $0.80 per share, resulting in a dividend yield of 2.52%, which is lower than the Banks - Major Regional industry's yield of 3.53% and the S&P 500's yield of 1.51% [3]. Dividend Performance - Northern Trust's annualized dividend of $3.20 has increased by 6.7% from the previous year [4]. - Over the past five years, the company has raised its dividend once, with an average annual increase of 2.01% [4]. - The current payout ratio is 36%, indicating that the company pays out 36% of its trailing 12-month earnings per share as dividends [4]. Earnings Expectations - The Zacks Consensus Estimate for Northern Trust's earnings in 2025 is $8.63 per share, reflecting a 12.08% increase from the previous year [5]. - The company is expected to see earnings expansion this fiscal year [5]. Investment Considerations - Northern Trust is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6].

Company Overview - The PNC Financial Services Group, Inc is based in Pittsburgh and operates in the Finance sector, with a year-to-date share price change of -3.07% [3] - The company currently pays a dividend of $1.70 per share, resulting in a dividend yield of 3.64%, which is significantly higher than the Financial - Investment Bank industry's yield of 1.1% and the S&P 500's yield of 1.51% [3] Dividend Performance - The current annualized dividend of $6.80 represents a 7.9% increase from the previous year [4] - Over the past five years, the company has increased its dividend three times, achieving an average annual increase of 8.49% [4] - The current payout ratio is 44%, indicating that the company paid out 44% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year, PNC anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 projected at $15.60 per share, reflecting a year-over-year growth rate of 12.15% [5] - Dividends are favored by investors as they enhance stock investing profits, reduce overall portfolio risk, and offer tax advantages [5] Investment Considerations - High-yielding stocks may face challenges during periods of rising interest rates, making PNC a compelling investment opportunity due to its strong dividend profile [6] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a stable investment outlook [6]

Core Insights - UGI Corporation is recognized as one of the 12 Best Dividend Stocks with yields exceeding 4% [1] - The company operates in diversified energy sectors including propane, natural gas, and related services, enhancing its revenue stability [2] - UGI has a strong regulatory framework that governs its rates and service quality, which is crucial for its operational efficiency and long-term growth [3] - The company has a long-standing history of consistent dividend payments, currently offering a quarterly dividend of $0.375 per share, resulting in a dividend yield of 4.72% as of October 12 [4] Group 1 - UGI Corporation is a diversified energy company involved in propane distribution, utility services, midstream operations, and international LPG sales [2] - The company focuses on regulatory compliance, operational efficiency, and infrastructure investments to drive growth and profitability [3] - UGI has maintained a regular dividend payment for over 140 years, making it attractive to income-focused investors [4] Group 2 - UGI's current quarterly dividend is $0.375 per share, translating to a dividend yield of 4.72% [4] - The company’s operations are closely monitored by government authorities, ensuring adherence to regulatory standards [3] - UGI's diversified operations help mitigate risks associated with fluctuations in energy markets [2]

Core Viewpoint - Sunflower Bank, N.A. has reduced its stake in Procter & Gamble by selling 106,032 shares for approximately $16.56 million during Q3 2025, leaving it with a minimal holding of 3,777 shares valued at $580,336 as of September 30, 2025 [2][3]. Company Overview - Procter & Gamble is a global leader in consumer packaged goods, with a diverse product lineup and extensive distribution network [4]. - The company generates revenue primarily through the sale of consumer packaged goods, targeting a broad base of global consumers [6]. Financial Performance - Procter & Gamble reported a revenue of $84.28 billion and a net income of $16.07 billion for the trailing twelve months (TTM) [3]. - The company's dividend yield is currently at 2.74%, which is the highest level since late 2022 [9]. Stock Performance - As of October 9, 2025, Procter & Gamble's stock price was $150.58, reflecting an 11.0% decline over the past year, underperforming the S&P 500 by 25.3 percentage points [3][11]. Strategic Initiatives - The company is undergoing a restructuring aimed at streamlining operations and boosting profits, which could positively impact stock performance if executed well [10]. - Procter & Gamble has announced a collaboration with Universal Pictures to introduce movie-themed scents, which may enhance brand visibility and consumer engagement [10].

Group 1 - Verizon Communications shares are yielding above 7% based on its quarterly dividend of $2.76, with stock prices as low as $39.41 [1] - Historically, dividends have contributed significantly to the total return of the stock market, exemplified by the S&P 500 ETF performance from 1999 to 2012, where dividends provided a positive total return despite a decrease in share price [1] - Verizon has been growing its dividend for over 20 consecutive years, indicating a strong history of dividend growth [4] Group 2 - Dividend amounts are generally unpredictable and fluctuate with company profitability, making it essential to assess the sustainability of Verizon's current 7% yield [2] - The company is classified as an S&P 500 company, which enhances its status among large-cap companies [1]

Core Insights - The article emphasizes the search for solid income opportunities in global markets, specifically targeting dividend yields between 5% to 10% or more, supported by strong earnings [1]. Group 1 - The investment group "Hidden Dividend Stocks Plus" manages a portfolio of up to 40 holdings at a time, providing resources such as a dividend calendar, weekly research articles, and trade alerts [1]. - Robert Hauver, the leader of the investing group, has over 30 years of investment experience and previously served as VP of Finance for an industry-leading corporation for 18 years, focusing on undercovered and undervalued income vehicles [2].

Core Viewpoint - Sarasin & Partners LLP has significantly increased its stake in Kimberly-Clark by acquiring 963,978 shares valued at approximately $119.87 million, raising its total holdings to 2,048,544 shares worth $251.27 million as of September 30, 2025 [1][2]. Company Overview - Kimberly-Clark reported a total revenue of $18.88 billion and a net income of $2.43 billion for the trailing twelve months (TTM) [4]. - The company offers a dividend yield of 4.22% as of October 9, 2025, with its stock priced at $119.55 [4]. Business Model - Kimberly-Clark manufactures and markets personal care products, consumer tissue, and professional hygiene solutions under well-known brands such as Huggies, Kleenex, Scott, and Kotex [5]. - The company generates revenue primarily through the sale of branded disposable consumer products, utilizing a global distribution network that includes supermarkets, mass merchandisers, and e-commerce channels [5]. Market Position - Kimberly-Clark is recognized as a leading global provider of personal care and tissue products, serving a diverse customer base that includes individual consumers, retail outlets, and commercial institutions across various sectors [6]. - The company has maintained a diversified portfolio of established brands, which supports its market presence [6]. Investment Insights - Despite a decline in stock price, down 15.9% over the year ending October 9, 2025, Kimberly-Clark's dividend history is notable, having increased dividends for over 50 years, making it a reliable choice for income-focused investors [3][9]. - The KMB position now constitutes 2.47% of Sarasin & Partners LLP's 13F reportable assets under management (AUM) as of September 30, 2025 [3].

Core Viewpoint - Wealth Oklahoma has initiated a new position in Allison Transmission Holdings by acquiring 75,606 shares valued at approximately $6.4 million, representing 1.9% of its reportable U.S. equity assets as of Q3 2025 [1][2][3]. Company Overview - Allison Transmission designs and manufactures fully automatic transmissions and related parts for commercial, defense, and specialty vehicles, generating revenue primarily through product sales to original equipment manufacturers (OEMs) and aftermarket services [5][8]. - The company reported trailing twelve-month (TTM) revenue of $3.2 billion and net income of $762 million for the period ended June 30, 2025 [3][4]. Financial Performance - As of October 10, 2025, Allison Transmission's dividend yield was 1.3%, and shares were priced at $81.02, which is 35% below their 52-week high as of October 9, 2025 [3][4]. - The company's revenue for the first half of 2025 was $1.58 billion, a slight decrease from $1.61 billion in 2024 [9]. - Allison Transmission has revised its 2025 revenue expectations to between $3.1 billion and $3.2 billion, down from a previous estimate of $3.2 billion to $3.3 billion due to softness in demand in certain end markets [10]. Market Position - Allison Transmission is the world's largest manufacturer of medium and heavy-duty fully automatic transmissions, leveraging a broad distribution network and long-standing OEM relationships [9][11]. - The company serves a global customer base, focusing on commercial vehicle and defense markets [6][8]. Investment Rationale - Wealth Oklahoma's acquisition of Allison Transmission shares is seen as a strategic move, reflecting confidence in the company's potential recovery, especially following its recent acquisition of Dana Incorporated, which enhances its drivetrain and propulsion systems capabilities [11]. - With a price-to-earnings ratio of 9, Allison Transmission's valuation appears attractive, indicating a potential buying opportunity [12].