Core Insights - Heartland Advisors' "Heartland Opportunistic Value Equity Strategy" reported a return of 0.65% in Q2 2025, underperforming the Russell 3000® Value Index which returned 3.84% [1] - Stock selection was negative in 7 out of 11 sectors, particularly impacted by the Industrials and Financials sectors [1] Company Highlights - Sensient Technologies Corporation (NYSE:SXT) experienced a one-month return of -14.75% but gained 21.36% over the last 52 weeks, closing at $96.72 per share with a market capitalization of $4.107 billion on September 25, 2025 [2] - Sensient Technologies was noted as a significant contributor among small-cap holdings for Heartland, driven by strong Q1 results and solid revenue growth in its natural color franchise [3] - Sensient Technologies' revenue for Q2 2025 was $414.2 million, an increase from $403.5 million in Q2 2024 [4]

Group 1 - Lowe's Companies, Inc. is recognized as one of the 12 Best Retail Dividend Stocks to buy now, highlighting its strong position in the retail market [1] - The company has a long history of over a hundred years and is currently the second-largest home improvement retailer in the US, operating more than 1,700 stores [2] - Despite challenges in the housing market, Lowe's is well-positioned as homeowners tend to invest in renovations when buying new homes becomes difficult, supporting long-term growth [3] Group 2 - The aging US housing stock, with most homes between 31 and 60 years old, contributes to steady demand for home improvement products and services [4] - Lowe's focus on professional contractors is a growing sales segment that enhances its market outlook [4] - The company is a Dividend King, having increased its dividend payouts for 60 consecutive years, currently offering a quarterly dividend of $1.20 per share with a yield of 1.84% as of September 22 [5]

Group 1 - The TJX Companies, Inc. operates over 5,000 off-price stores across nine countries, with TJ Maxx as its leading brand, and is known for offering discounted brand-name merchandise in a "treasure hunt" shopping atmosphere [2][3] - The business strength of TJX is based on five pillars: opportunistic purchasing, flexible store format, global scale, the treasure-hunt shopping experience, and tight cost control, enabling quick adaptation to consumer preferences and growth in its store base [3] - On September 17, TJX declared a quarterly dividend of $0.425 per share, maintaining its previous dividend level, and has increased its dividends for 28 consecutive years, with a current dividend yield of 1.22% as of September 22 [4]

Core Insights - Ross Stores, Inc. (NASDAQ:ROST) is recognized as one of the 12 best retail dividend stocks to buy now, highlighting its strong position in the retail market [1] Company Overview - Ross Stores operates a large off-price retail network in the US, offering a variety of products including clothing, home goods, shoes, and accessories at lower prices compared to traditional retailers. Its main chains, Ross Dress for Less and dd's DISCOUNTS, cater to budget-conscious consumers seeking brand-name items at discounted prices [2] Business Strategy - The company focuses on five main priorities: off-price buying, expanding its store base, improving supply chain efficiency, strengthening marketing, and managing its workforce. Its strategy emphasizes sourcing merchandise on favorable terms, maintaining fast inventory turnover, and opening new stores. Long-term success is contingent on adapting to changing consumer preferences, securing strong supply agreements, and controlling expenses in distribution and real estate [3] Dividend Performance - Ross Stores has a strong dividend history, having raised its payouts for four consecutive years, making it one of the top dividend stocks in the retail sector. The company currently pays a quarterly dividend of $0.405 per share, resulting in a dividend yield of 1.12% as of September 22 [4]

Group 1 - Incyte Corporation is highlighted as a relatively cheap stock within the S&P 500, particularly in the healthcare sector, which has struggled this year [1] - The company has nine approved products primarily in oncology and dermatology, along with a strong pipeline, contributing to a year-to-date stock increase of nearly 23% [1] - Incyte is projected to experience 19% earnings growth and trades at just under 12 times next year's earnings, indicating it is undervalued [1] Group 2 - The new CEO of Incyte, Bill Meury, is recognized as an industry veteran and deal maker, previously leading Karuna Therapeutics and holding a significant role at Allergan [2] - The potential of Incyte as an investment is acknowledged, although there are suggestions that certain AI stocks may offer better upside potential with less risk [2]

Group 1 - Amgen Inc. is recognized as one of the 11 cheap quarterly dividend stocks to buy currently [1] - The company has a strong and diverse portfolio with over two dozen brands, including several blockbuster drugs generating over $1 billion in annual sales [2] - Amgen's medicines cover multiple therapeutic areas, including heart health, bone health, and psoriasis treatment [3] Group 2 - In the second quarter, Amgen reported revenue of $9.2 billion, reflecting a 9% increase from the previous year, while adjusted earnings per share rose 21% to $6.02 [4] - The company has demonstrated consistent dividend growth for 14 consecutive years, currently offering a quarterly dividend of $2.38 per share and a dividend yield of 3.32% as of September 23 [4]

Group 1 - Cardinal Health, Inc. (NYSE:CAH) is recognized as one of the 11 cheap quarterly dividend stocks to buy currently [1] - The company is a significant distributor of branded and generic drugs, medical supplies, and laboratory products, serving over 90% of hospitals in the US and operating in more than 30 countries [2] - Cardinal Health has a strong dividend history, having raised its payout for 39 consecutive years, with a payout ratio of about 25% of this year's expected earnings, indicating potential for further increases [3] Group 2 - The current quarterly dividend offered by Cardinal Health is $0.5107 per share, resulting in a dividend yield of 1.32% as of September 23 [4] - Analysts project an earnings growth of nearly 11% annually over the next three to five years, which could support continued dividend expansion [3]

Core Insights - Apple Hospitality REIT, Inc. (NYSE:APLE) is recognized as one of the 10 safest monthly dividend stocks to buy, highlighting its stability and reliability in the market [1]. Company Overview - Apple Hospitality REIT, Inc. is a Virginia-based real estate investment trust that owns and operates hotel properties across the United States, featuring well-known brands such as Courtyard, Fairfield, and Residence Inn [2]. Operational Strategy - The management of Apple Hospitality REIT has focused on enhancing efficiency, reducing operating costs, and upgrading its portfolio by replacing older hotels with newer ones. These strategies, combined with steady improvements in occupancy rates, position the REIT for long-term value creation for investors [3]. Dividend Performance - The company has established a strong reputation among investors due to its consistent dividend payments since 2008, including supplemental payouts at times. As of September 23, the monthly dividend stands at $0.08 per share, resulting in a dividend yield of 7.79% [4].

Core Insights - Gladstone Land Corporation (NASDAQ:LAND) is recognized as one of the safest monthly dividend stocks for income investors due to its consistent dividend payments and strong portfolio of farmland [1][4]. Group 1: Company Overview - Gladstone Land Corporation focuses on acquiring and leasing farmland to independent and corporate farming operators, with a portfolio of 150 farms across 15 states, covering approximately 103,000 acres [2]. - The crops cultivated include a variety of products such as vegetables, berries, almonds, and pistachios [2]. Group 2: Financial Performance - The company has maintained regular dividends for 148 consecutive months and has increased its dividends 35 times over the past 39 years [4]. - Currently, Gladstone Land offers a monthly dividend of $0.0467 per share, resulting in a dividend yield of 6.01% as of September 23 [4]. Group 3: Lease Structure and Revenue Recognition - Gladstone Land relies on owning prime farmland and maintaining strong tenant relationships, with a recent shift towards profit-based participation in lease structures [3]. - This shift is expected to push a significant portion of revenue recognition into the fourth quarter of 2025, aligning with harvest outcomes [3].

Group 1 - Noble Corporation Plc (NYSE:NE) is recognized for its significant upside potential and is included in the list of the 11 Best Retirement Stocks to Buy According to Analysts [1] - Denton Blake, Senior Vice President of Marketing and Contracts at Noble Corporation, sold 29,729 Class A Ordinary Shares at a weighted average price of $29.78, totaling approximately $885,000 [2] - The share transaction occurred within a price range of $29.76 to $29.85, leaving Blake with direct ownership of 83,182 shares [3] Group 2 - Noble Corporation operates as an offshore drilling contractor for the global oil and gas industry [4] - The company reported Q2 earnings per share of $0.13, which fell short of forecasts of $0.51, while its revenue of $848.65 million slightly exceeded expectations of $842.74 million [3]