With stocks in rally mode in recent months, the S&P 500's dividend yield is declining. It's approaching 1.2%, which is near its record low, last hit in 2000. Because of that, investors aren't generating as much dividend income on new investments these days. However, while most stocks are currently offering a paltry amount of dividend income, there are some places where you can lock in a bigger payout. Real estate and energy currently offer much higher dividend yields (3.4% on average). Because of that, they ...

Publicly traded corporations are under no obligation to pay dividends. Among those that do, many are rather subpar in the exercise, particularly with how often they raise their payouts. That's why companies that increase their dividends every year are highly sought after. These are often industry leaders with robust businesses, strong financial results, and the means to perform well over long periods.Healthcare giant Medtronic (MDT 1.08%) fits that description to a T. Though some might describe the company' ...

Packaged food giants Conagra Brands (CAG 1.18%) and The Campbell's Company (CPB 0.71%) are both down more than 25% year to date and are hovering around their lowest levels in over a decade.Both companies are industry giants. Conagra owns brands like Orville Redenbacher's, Slim Jim, Boom Chicka Pop, Hunt's, Reddi-Wip, Marie Callender's, and more. In addition to its flagship soup line, Campbell's also owns a variety of pasta sauce and dip brands, as well as snacks like Pepperidge Farm, Kettle, Cape Cod, Snyde ...

Company Overview - Nordson is a global provider of precision dispensing and processing equipment, focusing on specialized, high-margin applications in industrial and technology-driven sectors [4] - The company serves diverse end markets, including medical, electronics, consumer non-durable, and industrials, with nearly 60% of its sales coming from outside the United States [8] - Nordson generates revenue through the sale of proprietary equipment, systems, and related components, as well as aftermarket parts and services, emphasizing automation and precision solutions [7] Financial Performance - As of July 8, 2025, Nordson's market capitalization is $12.51 billion, with a revenue of $2.70 billion and a net income of $447 million [2] - The company has a dividend yield of 1.41% and has increased its dividend payout annually for 61 consecutive years, with a 15% increase last year [5] - Nordson expects to grow its annual revenue by 6% to 8% and adjusted earnings per share by 10% to 12% between 2025 and 2029, anticipating nearly $4 billion in operating cash flows during this period [9] Investment Insights - Confluence Investment Management LLC increased its stake in Nordson by acquiring 182,305 additional shares, raising its total holding to 336,090 shares, with a reported position value increase of $41 million [1] - Nordson stock closed at $221.50 on July 8, 2025, with a one-year share price change of -2.29%, underperforming the S&P 500 by 14.1 percentage points [6] - The stock trades 16.3% below its 52-week high, with a forward P/E of 22.1 and an EV/EBITDA ratio of 18.1 [6]

Core Viewpoint - Citigroup Inc. shares reached a new 52-week high of $88.82, closing at $87.60, with a 35.3% increase over the past year, compared to the industry's 41.2% growth [1][9] Financial Performance - Citigroup passed the Federal Reserve's 2025 stress test, indicating strong capital to absorb significant losses [4] - The company plans to increase its quarterly dividend by 7% to 60 cents per share starting in Q3 2025, pending board approval [5] - Citigroup's current dividend yield is 2.56%, higher than Wells Fargo's 1.94% and Bank of America's 2.14% [6] Capital Management - Citigroup has a $20 billion stock repurchase program, with $1.75 billion in shares bought back in Q1 2025 and a similar target for Q2 [7] - As of March 31, 2025, Citigroup's cash and investments totaled $761 billion, with total debt at $317.5 billion, indicating a strong liquidity position [8] Business Restructuring - The company is simplifying its governance structure, reducing management layers from 13 to eight, and has announced plans to eliminate 20,000 jobs over two years, saving $2-2.5 billion annually by 2026 [10][11] - Citigroup is exiting consumer banking operations in 14 markets, having successfully exited in nine countries, which is expected to free up capital for higher-return segments [12][16] Revenue Growth - Citigroup's net interest income (NII) has a CAGR of 8.4% from 2020 to 2024, with expectations of a 2-3% increase in 2025 [16][17] - The company is expanding its presence in private credit through partnerships, including a $25 billion direct lending initiative with Apollo Global Management [18][19] Estimates and Valuation - Consensus estimates suggest a 3.5% and 3.2% increase in sales for 2025 and 2026, respectively, with earnings expected to rise by 23.2% and 27.6% [20] - Citigroup's current P/E ratio is 10.46x, lower than the industry average of 15.06x, indicating a potentially undervalued stock [22][25] Strategic Outlook - Citigroup's strong capital levels, operational efficiency improvements, and strategic exits position it for long-term growth, despite rising expenses and a complex overhaul plan [26][27]

Portfolio Adjustment - The company sold Organon after it cut its dividend and the stock price declined [1][2] - The company bought VICI Properties, a triple net lease REIT specializing in gaming and casino properties [1][3][4] VICI Properties Investment Rationale - VICI Properties owns 93 properties, including 54 casinos such as the Venetian and Mandalay Bay, and 39 experiential properties [4] - VICI Properties has a strong management team [4] - VICI Properties offers a 53% dividend yield and an expected 3% FFO growth [5] - VICI Properties' rent escalators are tied to CPI, potentially benefiting from rising inflation [5] - VICI Properties' tenants (e g MGN and Caesars) ensure 100% occupancy and rent collection, even during the pandemic [6] - The investment in VICI Properties is expected to generate a 9-10% annualized return [7] - VICI Properties is considered a compelling investment in a lower growth environment [8]

France’s finance minister said he feared a “mass exodus” of equity trading to London if he hadn’t provided clarity to banks about the application of new dividend tax rules https://t.co/pBRqSz7YAS ...

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore top ideas across exclusive income-focused portfolios [1] Group 2 - The article emphasizes the importance of generating meaningful passive income as a significant achievement for investors, highlighting the multiplier effect of capital working effectively [2] - The author has over 14 years of investment experience and focuses on defensive stocks with a medium- to long-term investment horizon [2]

Core Insights - Altria Group, Inc. is recognized for its perceived safety in investments, often associated with phrases like "Sleep well at night" and "Like Clockwork" [1] Group 1 - The company is known for its dividends, appealing to long-term investors through Dividend Growth Investing (DGI) and Dividend Reinvestment Plans (DRIP) [1] - Altria is also considered a viable option for short-term trading, indicating its versatility in investment strategies [1]

Some large dividend stocks are still near the year's low and bring their dividend yield to an "astronomical" level in the face value, which may prevent the value investors from stepping in because they worry about aAdvanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also in ...