Company Overview - Banco Bradesco (BBD) is a financial holding company headquartered in Osasco, with a price change of 59.16% year-to-date [3] - The company currently pays a dividend of $0.03 per share, resulting in a dividend yield of 3.83%, which is higher than the Banks - Foreign industry's yield of 3.33% and the S&P 500's yield of 1.53% [3] Dividend Performance - The annualized dividend of Banco Bradesco is $0.12, reflecting an 11.1% increase from the previous year [4] - Over the past five years, the company has increased its dividend four times, achieving an average annual increase of 9.01% [4] - The current payout ratio is 7%, indicating that the company paid out 7% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - Banco Bradesco is expected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $0.39 per share, representing an 18.18% increase from the previous year [5] Investment Appeal - Dividends are favored by investors for various reasons, including tax advantages and reduced portfolio risk, which can enhance stock investing profits [6] - Larger, established companies like Banco Bradesco are often viewed as better dividend options compared to high-growth firms or tech start-ups that typically do not pay dividends [7] - Banco Bradesco is considered an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]

In the case of REITs ( XLRE ), many have underperformed over the past few years thanks to higher for longer interest rates. However, if you're a long-term investor, this has offered you a chance to pick up some quality REITsContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their ...

Core Viewpoint - The article highlights three ultra-high-yield dividend stocks that are positioned to provide significant returns for patient investors, emphasizing the historical performance of dividend stocks compared to non-payers and the current favorable market conditions for these investments [1][2][5]. Group 1: Dividend Stocks Performance - Dividend stocks have historically outperformed non-payers, with an average annual return of 9.2% compared to 4.31% from 1973 to 2024, while also exhibiting lower volatility [5]. - The S&P 500's current yield is 1.24%, making ultra-high-yield dividend stocks with yields averaging 9.02% particularly attractive [6]. Group 2: Annaly Capital Management - Annaly Capital Management offers a yield of 14.88%, having recently increased its quarterly payout and maintaining a double-digit yield over the past two decades [7]. - The company is entering a favorable growth environment due to a rate-easing cycle, which is expected to enhance its net interest margin [10]. - Annaly's investment portfolio, valued at $84.9 billion, is heavily weighted towards highly liquid agency assets, allowing for leverage and profit maximization [11]. Group 3: Pfizer - Pfizer has a current yield of 7.1%, which is projected to be sustainable based on management's growth forecasts [14]. - Despite a decline in COVID-19 related sales from over $56 billion to $11 billion between 2022 and 2024, Pfizer's overall net sales grew by more than 50% during the same period [16]. - The acquisition of Seagen for $43 billion is expected to add over $3 billion in annual sales and strengthen Pfizer's oncology pipeline [17]. - Pfizer's shares are trading at around 8 times forecast earnings, which is below the average forward P/E ratio of 10.2 over the past five years, indicating a potentially undervalued stock [18]. Group 4: The Campbell's Company - The Campbell's Company has a dividend yield of nearly 5.1%, which is at an all-time high [19]. - The stock is currently at a 16-year low due to weakened demand in the snack food category and the impact of steel tariffs, but these challenges are considered short-term [20]. - The company benefits from selling essential goods, leading to predictable cash flow regardless of economic conditions, making it a stable investment during volatility [21]. - Campbell's is investing $230 million through fiscal 2026 to improve operational efficiency and support brand value, alongside ongoing innovation [22]. - The stock is trading at around 10 times forecast earnings, representing a 31% discount to its average forward P/E ratio over the past five years [23].

Core Viewpoint - Brookfield Renewable is positioned for strong future growth, with potential for significant returns on investment over the next decade, driven by a solid dividend yield and growth in funds from operations (FFO) [2][12]. Group 1: Historical Performance - Brookfield Renewable has achieved a 6% compound annual growth rate in dividends since 2001, resulting in a 15.6% average annual total return for investors [1]. - The company has delivered an 11% compound annual growth over the past 10 years [12]. Group 2: Current Financial Outlook - The current dividend yield is approximately 4.5%, significantly higher than the S&P 500's yield of less than 1.5% [4]. - Brookfield's revenue is largely secured through long-term, fixed-rate power purchase agreements (PPAs), with 90% of electricity sold under these contracts, averaging a remaining term of 14 years [5]. Group 3: Growth Drivers - Brookfield has a pipeline of 74 gigawatts (GW) of renewable energy projects, nearly double its current operating capacity of 45 GW, with expectations to commission 8 GW this year and target 10 GW annually by 2027 [8]. - The company has signed a significant 10.5 GW deal with Microsoft for projects expected to be developed between 2026 and 2030, indicating strong demand for electricity, particularly for AI data centers [9]. - Recent acquisitions, including the purchase of Neoen and National Grid's U.S. onshore renewable-energy platform, are expected to enhance Brookfield's development pipeline and add 3.9 GW of operating and under-construction assets [10]. Group 4: Future Projections - Brookfield estimates that its FFO per share will grow at more than a 10% annual rate for the foreseeable future, supported by its growth strategies [11]. - The company targets annual dividend increases of 5% to 9%, which, combined with FFO growth, could lead to total returns exceeding 15% annually [12].

Core Viewpoint - Energy Transfer is a notable dividend stock with a yield significantly higher than the S&P 500 average, despite facing a challenging year in terms of stock price performance [1][2]. Company Structure and Operations - The energy industry is segmented into upstream, midstream, and downstream, with Energy Transfer primarily operating in the midstream sector, managing over 130,000 miles of pipeline across 38 states, making it one of the largest midstream companies in the U.S. [3] - The company generates revenue by charging fees based on the volume of oil and gas transported, often secured through long-term contracts exceeding 20 years, which contributes to stable revenue [4]. Dividend Considerations - Energy Transfer operates as a limited partnership (LP), allowing it to pass profits and losses to investors, thus avoiding taxes and enabling higher dividend payouts. Its current dividend yield is slightly below its three-year average but remains among the highest in the Fortune 500 [5]. - The dividend payout is influenced by distributable cash flow (DCF), with a target increase of 3% to 5% annually [7]. Financial Performance and Growth Prospects - In Q1, Energy Transfer experienced a 2.8% year-over-year decrease in revenue and a 4.1% decline in DCF to $2.31 billion, which is not unusual for the cyclical energy sector [8]. - Despite the revenue slowdown, the company reported a 7% year-over-year revenue increase to $1.32 billion, claiming its strongest financial position in partnership history, supported by ongoing growth projects and acquisitions [9]. Recent Developments - Energy Transfer has signed a 20-year contract with Chevron for additional natural gas supply, expanded its Permian Basin capacity, and entered agreements with CloudBurst and Kyushu Electric Power to enhance its service offerings [11].

FedEx Corp ( FDX ) & United Parcel Service ( UPS ), two transportation companies that deliver goods in the U.S. and internationally, have both been beaten down over the past year. At the time of writing, both areContributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due dil ...

Group 1: Investment Opportunities - Stocks trading near their 52-week lows can present attractive buying opportunities, as lower prices may indicate overreactions or justifiable risks [1] - Lowe's Companies, Procter & Gamble, and Chevron are highlighted as stocks with strong business fundamentals despite recent underperformance [2] Group 2: Lowe's Companies - Lowe's has experienced a share price decline of over 9% since the beginning of the year, nearing its 52-week low of $206.39, due to concerns about consumer spending on home renovations [4] - The company projects comparable sales to be flat to up 1% for the current fiscal year, indicating stability rather than significant growth [5] - Lowe's has a modest payout ratio of 38%, supporting its dividend, and has increased its dividend for over 50 consecutive years, classifying it as a Dividend King [6] Group 3: Procter & Gamble - Procter & Gamble offers a dividend yield of 2.6% and is trading close to its 52-week low of $156.58, having declined around 5% since the start of the year [7] - The company's net sales for the first quarter totaled $19.8 billion, down 2% year over year, but its organic growth rate remained steady at 1% [8] - Procter & Gamble has a strong portfolio of essential consumer brands and has raised its dividend for 69 consecutive years, making it a solid long-term investment [10] Group 4: Chevron - Chevron has the highest yield among the three stocks at 4.8%, with a slight decline of around 1% this year amid falling oil prices [11] - The company's net income fell by 37% to $3.5 billion in the most recent quarter, but its dividend growth streak spans 38 years, with a payout ratio of around 75% [12] - Chevron remains a stable investment option in the oil and gas sector, trading near its 52-week low of $132.04, making it a potential buy [13]

Company Overview - ConnectOne Bancorp (CNOB) is based in Englewood Cliffs and operates in the Finance sector, with a year-to-date share price change of 1.09% [3] - The company currently pays a dividend of $0.18 per share, resulting in a dividend yield of 3.11%, which is higher than the Banks - Northeast industry's yield of 2.78% and the S&P 500's yield of 1.57% [3] Dividend Performance - The current annualized dividend of $0.72 represents a 1.4% increase from the previous year [4] - Over the past five years, ConnectOne Bancorp has increased its dividend four times, achieving an average annual increase of 18.45% [4] - The company's payout ratio stands at 38%, indicating that it paid out 38% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year, CNOB anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 projected at $2.50 per share, reflecting a year-over-year earnings growth rate of 37.36% [5] Investment Appeal - ConnectOne Bancorp is viewed as an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [7]

Company Overview - First Bancorp (FBNC) is headquartered in Southern Pines and operates in the Finance sector [3] - The stock has experienced a price change of 0.27% since the beginning of the year [3] Dividend Information - First Bancorp currently pays a dividend of $0.22 per share, resulting in a dividend yield of 2.09% [3] - The average dividend yield for the Banks - Southeast industry is 2.37%, while the S&P 500's yield is 1.57% [3] - The company's annualized dividend of $0.92 has increased by 4.5% from the previous year [4] - Over the last 5 years, First Bancorp has increased its dividend 2 times year-over-year, with an average annual increase of 4.32% [4] - The current payout ratio is 29%, indicating that 29% of its trailing 12-month EPS has been paid out as dividends [4] Earnings Growth - The Zacks Consensus Estimate for First Bancorp's earnings in 2025 is $3.54 per share, reflecting a year-over-year earnings growth rate of 27.80% [5] Investment Perspective - First Bancorp is considered an attractive dividend play and a compelling investment opportunity, holding a Zacks Rank of 2 (Buy) [7]

Core Insights - Dividend yield is a key metric for identifying dividend stocks, reflecting the amount of a company's dividend as a percentage of its stock price, which can fluctuate daily [1] - A strong balance sheet, indicated by a low debt-to-equity ratio, is essential for long-term dividend sustainability [2][3] Company Summaries Costco - Costco has a dividend yield of 0.53% with an annual dividend of $5.20 and a 22-year track record of dividend increases [5] - The company has delivered a total return of over 266% over the past five years, with a debt-to-equity ratio of 0.21%, indicating strong financial health [6] - Investors should focus on the 12.7% average dividend growth over the last three years rather than the current yield [7] Archer-Daniels-Midland (ADM) - ADM boasts a dividend yield of 3.86% with an annual dividend of $2.04 and a 53-year history of dividend increases [8] - The company's debt-to-equity ratio stands at 0.34%, suggesting a stable dividend outlook [8] - However, ADM's growth is closely tied to commodity prices, which are cyclical, making it less defensive compared to consumer staples [9] Medtronic - Medtronic has a dividend yield of 3.26% with an annual dividend of $2.84 and a 49-year history of dividend increases [11] - The company is well-positioned in the aging population market and in AI and machine learning, with a debt-to-equity ratio of around 0.53% [12][13] - Despite its potential, Medtronic is not currently highlighted as a top buy by analysts, indicating some caution among investors [14]