分组1 - PepsiCo is set to release its fourth-quarter earnings on February 3, with expected earnings of $2.24 per share, an increase from $1.96 per share in the same period last year [1] - The consensus estimate for PepsiCo's quarterly revenue is $28.97 billion, up from $27.78 billion reported last year [1] - UBS analyst Peter Grom has maintained a Buy rating on PepsiCo, lowering the price target from $172 to $170 [2] 分组2 - PepsiCo currently has an annual dividend yield of 3.70%, with a quarterly dividend of $1.4225 per share, equating to $5.69 annually [2] - To earn $500 monthly from dividends, an investment of approximately $161,926 or around 1,054 shares is required, while $100 monthly would need about $32,416 or 211 shares [2] - PepsiCo's shares rose by 3.3% to close at $153.63 [4]

Core Viewpoint - Pfizer is facing significant challenges that could impact its attractiveness as an investment, particularly in relation to its dividend yield and upcoming patent expirations [1] Group 1: GLP-1 Drug Development - Pfizer's stock has fallen over 50% from its 2021 highs, partly due to its lack of a GLP-1 drug, which is crucial for diabetes management and weight loss [2] - The company previously had an internal GLP-1 candidate that was dropped, leaving it behind competitors like Eli Lilly and Novo Nordisk, which have successful GLP-1 drugs on the market [3] - Pfizer is attempting to catch up by acquiring a company with a promising GLP-1 pipeline and has agreed to distribute a GLP-1 pill for a Chinese company pending approval [3][4] Group 2: Patent Expirations - Pfizer is approaching key patent cliffs, with its oncology drug Ibrance expected to face generic competition in 2027, followed by cardiovascular drugs Eliquis and Vyndaqel in 2028 [5] - The timing of new drug development and patent expirations does not always align, but 2026 is critical as it is the last year before revenues from key drugs may start to decline [6] Group 3: Dividend Concerns - Pfizer's dividend payout ratio is around 100%, raising concerns about its ability to sustain dividends amidst setbacks in GLP-1 development and upcoming patent cliffs [7] - Although dividends are paid from cash flow rather than earnings, the high payout ratio, combined with recent acquisitions and the capital-intensive nature of the pharmaceutical sector, adds to the worry [8]

Company Overview - Univest (UVSP) is headquartered in Souderton and operates in the Finance sector, with a year-to-date stock price change of 2.08% [3] - The company currently pays a dividend of $0.22 per share, resulting in a dividend yield of 2.63%, which is higher than the Banks - Northeast industry's yield of 2.42% and the S&P 500's yield of 1.36% [3] Dividend Performance - Univest's annualized dividend of $0.88 has increased by 1.1% from the previous year [4] - Over the last five years, the company has raised its dividend twice on a year-over-year basis, achieving an average annual increase of 1.61% [4] - The current payout ratio is 29%, indicating that the company distributes 29% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - The Zacks Consensus Estimate for Univest's earnings in 2026 is projected at $3.31 per share, reflecting an expected increase of 5.75% from the previous year [5] - Future dividend growth will depend on earnings growth and the payout ratio [4] Investment Considerations - Univest is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6] - Income investors are attracted to dividends for various reasons, including tax advantages and reduced overall portfolio risk [5]

Core Insights - Visa Inc. is set to release its first-quarter earnings on January 29, with analysts predicting earnings of $3.14 per share, an increase from $2.75 per share in the same period last year [1] - The consensus estimate for Visa's quarterly revenue is $10.69 billion, up from $9.51 billion reported last year [1] Dividend Insights - Visa currently has an annual dividend yield of 0.82%, translating to a quarterly dividend of 67 cents per share, or $2.68 annually [2] - To generate $500 monthly or $6,000 annually from dividends, an investment of approximately $732,108 or around 2,239 shares is required [2] - For a more modest income of $100 monthly or $1,200 annually, an investment of $146,487 or around 448 shares is necessary [2] Dividend Calculation Methodology - The calculation for the number of shares needed for desired annual income is done by dividing the income by the annual dividend payment [3] - The dividend yield is computed by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [4] Market Performance - Visa's shares increased by 0.5%, closing at $326.98 on Wednesday [5] - Cantor Fitzgerald analyst Ramsey El-Assal has initiated coverage of Visa with an Overweight rating and a price target of $400 [5]

Group 1 - Arbor Realty Trust (ABR) is a mortgage REIT currently offering a high dividend yield of 16% following a significant sell-off in recent months [1] - The focus of Cash Flow Club is on businesses with strong cash generation, ideally with a wide moat and significant durability, which can be highly rewarding when bought at the right time [1] - The community provides access to a leader's personal income portfolio targeting a yield of over 6%, along with coverage of various sectors including energy midstream, commercial mREITs, BDCs, and shipping [1]

Core Insights - The article highlights the expertise of Robert Hauver, who has over 30 years of investment experience and focuses on undercovered and undervalued income vehicles with dividend yields between 5% to 10% or more [1] Group 1: Investment Strategy - Hauver leads the investing group Hidden Dividend Stocks Plus, which aims to identify solid income opportunities backed by strong earnings [1] - The portfolio managed by Hidden Dividend Stocks Plus can include up to 40 holdings at a time, providing a diversified approach to income investing [1] Group 2: Features and Resources - The investing group offers various features such as links to associated articles, a dividend calendar, weekly research articles, exclusive investment ideas, and trade alerts to assist investors [1]

Core Viewpoint - General Motors is expected to report an increase in fourth-quarter earnings and maintain a stable revenue outlook compared to the previous year [1][2]. Earnings Expectations - Analysts predict General Motors will report fourth-quarter earnings of $2.26 per share, up from $1.92 per share in the same period last year [1]. - The consensus estimate for GM's quarterly revenue is $46.04 billion, slightly down from $47.7 billion reported last year [1]. Analyst Ratings and Price Target - Barclays analyst Dan Levy has maintained an Overweight rating on General Motors and raised the price target from $85 to $100 [2]. Dividend Information - General Motors currently has an annual dividend yield of 0.75%, translating to a quarterly dividend of 15 cents per share, or 60 cents annually [2]. - To achieve a monthly income of $500 from dividends, an investment of approximately $796,800 or around 10,000 shares is required [2]. - For a more modest monthly income of $100, an investment of $159,360 or around 2,000 shares is necessary [2]. Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price [3]. - Changes in stock price directly affect the dividend yield; for instance, if the stock price increases, the yield decreases, and vice versa [3][4]. Recent Stock Performance - Shares of General Motors fell by 1.8% to close at $79.68 on the last trading day [4].

Core Viewpoint - AGNC Investment offers a high dividend yield of 12.2%, but it is essential for investors to understand that it is a mortgage REIT (mREIT) focused on total returns rather than consistent dividend income, which may lead to disappointment if relied upon solely for yield [3][4][8][12] Group 1: Company Overview - AGNC Investment is a mortgage REIT that manages a portfolio of mortgage securities, similar to a mutual fund, and reports tangible book value per share [5] - Unlike traditional property-owning REITs, AGNC does not own physical properties but instead focuses on maximizing total returns through its mortgage security portfolio [4][6] Group 2: Dividend Comparison - Realty Income, a traditional property-owning REIT, has a reliable dividend yield of 5.3% and has increased its dividend annually for 30 consecutive years, making it suitable for investors seeking consistent income [2][3] - AGNC's dividend payouts have been highly volatile and have trended lower over the past decade, contrasting with Realty Income's stable dividend growth [10] Group 3: Investment Strategy - AGNC's strategy emphasizes total returns, which necessitates the reinvestment of dividends, potentially leading to lower income for shareholders who rely on dividends for living expenses [8][11] - Investors seeking total return may find AGNC appealing, but those prioritizing reliable and growing dividends should consider property-owning REITs like Realty Income [12]

Key Points GraniteShares sold its entire stake of Trinity Capital during the fourth quarter. The fund reported that its holdings decreased by 212,465 shares worth $3.29 million. The position was previously 1.9% of the fund's AUM as of the prior quarter. These 10 stocks could mint the next wave of millionaires › GraniteShares Advisors LLC fully exited its position in Trinity Capital (NASDAQ:TRIN), selling 212,465 shares worth an estimated $3.29 million in the fourth quarter. What happened Accor ...

Steel Dynamics, Inc. (NASDAQ:STLD) will release earnings for the fourth quarter before the opening bell on Monday, Jan. 26.Analysts expect the company to report fourth-quarter earnings of $1.72 per share. That’s up from $1.36 per share in the year-ago period. The consensus estimate for Steel Dynamics' quarterly revenue is $4.59 billion (it reported $3.87 billion last year), according to Benzinga Pro.With the recent buzz around Steel Dynamics, some investors may be eyeing potential gains from the company's d ...