Group 1 - The core focus of Wilson Research is to provide insights on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - The team includes an MBA graduate and an independent financial coach, aiming to deliver actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - Wilson Research draws inspiration from the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki [1]

Core Insights - Three major companies in the apparel, homebuilding, and consumer staples sectors have announced increases in their quarterly dividends, indicating a trend of returning more capital to shareholders [2] Company Summaries - **Nike (NKE)**: - Nike has a market capitalization exceeding $95 billion, making it the most valuable U.S. stock in the textiles, apparel, and luxury goods industry [3] - Despite a 39% decline in share price over the past three years, Nike's dividend yield has increased to over 2.5%, approximately double the yield from three years ago [4][7] - The quarterly dividend will rise by 3% to 41 cents per share, payable on January 2, 2026, to shareholders of record as of December 1 [5] - **PulteGroup (PHM)**: - PulteGroup ranks as the third most valuable homebuilding stock in the U.S. and has outperformed the SPDR S&P Homebuilders ETF with a total return of over 17% [5][6] - The company has maintained a firm strategy on home prices, resulting in a 3% increase in the average selling price of homes, while competitors like D.R. Horton experienced a 3% decline [6] - PulteGroup's gross margin stands at 26.4%, the highest in its industry, compared to D.R. Horton's 20.8% [6]

Citigroup is a large and well-known bank, but is it worth buying while the stock is trading so close to its 52-week high?Citigroup (C 0.41%) is a household name in the banking sector, though its business spans well beyond the local corner bank. The 2.3% dividend yield isn't huge on an absolute basis, but it is roughly in line with the yield of the average large bank and nearly twice the 1.2% or so yield you would collect from the S&P 500 index.There's a good reason why dividend investors might be interested ...

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: CVS Health Corp (NYSE:CVS) - CVS Health has a dividend yield of 3.31% [7] - Truist Securities analyst David Macdonald maintained a Buy rating and raised the price target from $92 to $95 on October 30, 2025, with an accuracy rate of 69% [7] - Morgan Stanley analyst Erin Wright maintained an Overweight rating and increased the price target from $82 to $89 on October 14, 2025, with an accuracy rate of 75% [7] - Recent news includes the appointment of David Joyner as Chair of the board of directors on November 20 [7] Group 2: Viatris Inc (NASDAQ:VTRS) - Viatris has a dividend yield of 4.49% [7] - Truist Securities analyst Srikripa Devarakonda initiated coverage with a Buy rating and a price target of $15 on October 15, 2025, with an accuracy rate of 67% [7] - Goldman Sachs analyst Matt Dellatorre initiated coverage with a Neutral rating and a price target of $10 on June 6, 2025, with an accuracy rate of 69% [7] - Recent news highlights Viatris posting upbeat earnings for the third quarter on November 6 [7] Group 3: Bristol-Myers Squibb Co (NYSE:BMY) - Bristol-Myers Squibb has a dividend yield of 5.04% [7] - Citigroup analyst Andrew Baum maintained a Neutral rating and reduced the price target from $48 to $45 on November 17, 2025, with an accuracy rate of 72% [7] - Wells Fargo analyst Mohit Bansal maintained an Equal-Weight rating and cut the price target from $62 to $53 on April 28, 2025, with an accuracy rate of 71% [7] - Recent news includes the European Commission's approval for expanding the use of CAR T Cell Therapy Breyanzi for Relapsed or Refractory Mantle Cell Lymphoma on November 24 [7]

Core Insights - Marvell Technology, Inc. is set to release its third-quarter earnings on December 2, with analysts predicting earnings of 74 cents per share, an increase from 43 cents per share in the same quarter last year [1] - The expected quarterly revenue for Marvell is $2.07 billion, up from $1.52 billion a year earlier [1] Dividend Information - Marvell currently offers an annual dividend yield of 0.27%, translating to a quarterly dividend of 6 cents per share [2] - To achieve a monthly income of $500 from dividends, an investment of approximately $2,235,000 or around 25,000 shares is required, while a more modest goal of $100 per month would need about $447,000 or 5,000 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, with examples illustrating how changes in stock price affect the yield [3] - An increase in dividend payments will raise the yield if the stock price remains constant, while a decrease in dividends will lower the yield [4] Stock Performance - Marvell's shares rose by 1% to close at $77.45 on the last trading day [4] - Analyst Christopher Rolland from Susquehanna has maintained a Positive rating on Marvell and raised the price target from $80 to $100 [4]

Core Viewpoint - Dynex Capital offers a high dividend yield of 14.6%, which raises skepticism regarding its sustainability and potential risks associated with such a high return [1][4]. Company Overview - Dynex Capital is a real estate investment trust (REIT) that has been making consistent monthly dividend payments since 2008, despite some fluctuations in the dividend amount [2][3]. - As a mortgage REIT, Dynex invests heavily in residential mortgage-backed securities, which can lead to significant earnings volatility influenced by interest rate movements [4][6]. Dividend Sustainability - The company has a high payout ratio, and its trailing 12-month free cash flow yield is significantly lower than its dividend yield, indicating potential risks to the sustainability of its dividend payments [4][6]. - While the company has a good track record, the complexity of its hedging strategies, which involve derivatives like interest rate swaps and futures, adds to the difficulty in evaluating its financial stability [6]. Investment Consideration - Investors may consider Dynex Capital for passive income opportunities, but it is not recommended as a top dividend holding due to the associated risks and uncertainties [7].

Core Insights - American Tower Corp. is a real estate investment trust focused on wireless and broadcast communications infrastructure, including cell towers and data centers [1] Financial Performance - The company is set to report its Q4 2025 earnings on February 24, with Wall Street analysts predicting an EPS of $1.87, a decrease from $2.32 in the same period last year [2] - Quarterly revenue is expected to reach $2.68 billion, an increase from $2.55 billion a year earlier [2] - For Q3 2025, American Tower reported FFO of $2.78, exceeding the consensus estimate of $2.58, and revenues of $2.72 billion, surpassing the consensus of $2.65 billion [3] Growth and Market Demand - The company experienced mid-to-high single-digit growth in revenue and Adjusted EBITDA, with double-digit growth in AFFO per share [4] - The demand for digital infrastructure is driven by rapid global data growth, with robust leasing activity in both U.S. and international markets as carriers invest in network coverage and capacity [4] Dividend Information - American Tower's dividend yield stands at 3.79%, with a total of $6.81 per share paid in dividends over the last 12 months [2] - To generate an income of $100 per month from dividends, an investment of approximately $31,662 is required, based on the current dividend yield [5][6] Future Expectations - For the full year 2025, the company anticipates AFFO per share to be in the range of $10.60 to $10.72 [5]

Company Overview - Americold Realty Trust (COLD) is a cold-storage REIT managing 1.4 billion cubic feet of storage globally across 235 warehouses [1] - COLD's stock price has deteriorated by 50.5% year-to-date due to a glut of supply in the market [1] Investment Insights - The company is currently paying dividends, although specific figures are not provided in the text [1]

Core Viewpoint - Provident Financial Services is currently yielding above 5% based on its quarterly dividend, which is annualized to $0.96, making it an attractive option for investors focused on dividend income [1]. Group 1: Dividend Importance - Dividends have historically contributed significantly to the total return of the stock market, highlighting their importance for investors [1]. - An example illustrates that an investment in the iShares Russell 3000 ETF from 2000 to 2012 resulted in a nominal loss, but dividends collected over the same period provided a total return of 13.15% [1]. Group 2: Company Status - Provident Financial Services is a member of the Russell 3000, indicating its status as one of the largest companies in the U.S. stock markets [1]. - The predictability of dividend amounts can vary based on the company's profitability, which is relevant for assessing the sustainability of the current yield [2].

Core Insights - Schneider Downs Wealth Management Advisors significantly increased its position in Federated Hermes, acquiring 2,577,442 shares, bringing its total stake to 2,657,263 shares valued at $137.99 million, which constitutes 16.37% of the fund's total assets under management (AUM) [1][7] - Federated Hermes has demonstrated strong financial performance with a total revenue of $1.74 billion and a net income of $380.98 million over the trailing twelve months (TTM) [3] - The company has a consistent dividend policy, having raised its dividend payout by 25.9% over the past five years, with a current yield of 2.77% [6] Company Overview - Federated Hermes, Inc. is a prominent asset management holding company based in Pittsburgh, Pennsylvania, with additional offices in New York and London, managing a diverse range of investment products across global equity and fixed income markets [4] - The firm employs both fundamental and quantitative investment strategies, catering to a wide array of clients, including individuals, high net worth investors, financial institutions, and government entities [8] Recent Developments - Schneider Downs Wealth Management Advisors' portfolio has grown by 92.6% since the end of Q3 2023, reaching a total size of $843 million [5] - The asset manager's stock has outperformed the S&P 500 by 9.02 percentage points over the past year, with a share price increase of 20.49% [7]