Dividend Investing

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Want Super Safe Passive Income? Buy This High-Yield Stock With Over 40 Straight Years of Dividend Raises
The Motley Fool· 2025-05-20 08:37
Core Viewpoint - ExxonMobil is presented as a reliable dividend stock with a strong history of dividend payments and growth, making it an attractive option for income-focused investors [1][2]. Group 1: Dividend and Shareholder Returns - ExxonMobil has paid and raised its dividends for 42 consecutive years, with only 4% of S&P 500 companies achieving similar streaks [1]. - In the first quarter, ExxonMobil returned over $9 billion to shareholders through dividends and buybacks, with plans to repurchase $20 billion in stock in 2025 and 2026 [11]. - The annual capital return program exceeds $37 billion, representing around 8% of its market cap, highlighting the company's commitment to returning capital to shareholders [11]. Group 2: Financial Health and Cost Management - ExxonMobil's net-debt-to-capital ratio stands at 7%, indicating a strong balance sheet compared to peers like Chevron, which has a ratio of 14.4% [12]. - The company has increased structural cost savings by $7 billion, totaling $18 billion by 2030, demonstrating effective cost management [5]. - Plans to reduce the breakeven operating figure to $35 per barrel by 2027 and $30 by 2030 are in place, with current Brent prices around $65 per barrel [7][8]. Group 3: Capital Expenditures and Production Growth - ExxonMobil intends to invest $27 billion to $29 billion in capital expenditures in 2025, increasing to $28 billion to $33 billion from 2026 to 2030 [6]. - The company aims to increase production from an average of 4.6 million barrels of oil equivalent per day (boe/d) in 2025 to 5.4 million boe/d by 2030, with advantaged assets growing to account for 60% of total output [9]. - Advantaged assets, which are high-margin plays, currently make up about half of production and are expected to drive growth in the coming years [9][10]. Group 4: Investment Thesis and Market Position - ExxonMobil's corporate plan outlines clear medium-term and long-term expectations, providing a framework for investors to measure progress [4]. - The company's focus on efficiency improvements and low production costs positions it well to sustain long-term investments and capital returns, even in lower oil price environments [15]. - With a price-to-earnings ratio of 14.4 and a dividend yield of 3.7%, ExxonMobil is viewed as a compelling value for income investors [16].
ACNB (ACNB) Could Be a Great Choice
ZACKS· 2025-05-19 16:51
Company Overview - ACNB is based in Gettysburg and operates in the Finance sector, with a year-to-date share price change of 10.47% [3] - The company currently pays a dividend of $0.32 per share, resulting in a dividend yield of 2.91%, which is significantly higher than the Banks - Southwest industry's yield of 1.16% and the S&P 500's yield of 1.52% [3] Dividend Information - ACNB's current annualized dividend of $1.28 represents a 1.6% increase from the previous year [4] - Over the past five years, ACNB has increased its dividend four times, achieving an average annual increase of 6.40% [4] - The company's current payout ratio is 32%, indicating that it pays out 32% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - Earnings growth for ACNB appears strong, with the Zacks Consensus Estimate for 2025 projected at $4.43 per share, reflecting an expected increase of 18.77% from the previous year [5] Investment Appeal - ACNB is considered an attractive dividend play and a compelling investment opportunity, currently holding a Zacks Rank of 2 (Buy) [7]
Why Allianz SE (ALIZY) is a Top Dividend Stock for Your Portfolio
ZACKS· 2025-05-19 16:51
Company Overview - Allianz SE is headquartered in Munich and has experienced a price change of 28.32% this year [3] - The company currently pays a dividend of $1.18 per share, resulting in a dividend yield of 3%, which is higher than the Insurance - Multi line industry's yield of 1.78% and the S&P 500's yield of 1.52% [3] Dividend Performance - Allianz SE's annualized dividend of $1.18 has increased by 15.1% from the previous year [4] - Over the past five years, Allianz has raised its dividend three times, achieving an average annual increase of 7.95% [4] - The current payout ratio is 37%, indicating that Allianz paid out 37% of its trailing 12-month earnings per share as dividends [4] Future Outlook - For the fiscal year, Allianz SE anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 projected at $3.19 per share, reflecting a year-over-year growth rate of 16% [5] - The company's strong dividend profile and growth potential make it an attractive investment opportunity, supported by a strong Zacks Rank of 1 (Strong Buy) [7]
Supercharge Your Early Retirement With Big Dividends: Realty Income
Seeking Alpha· 2025-05-18 14:15
Group 1 - The article promotes the benefits of investing in a portfolio that generates high dividends, specifically targeting a yield of 9-10% [3] - It emphasizes the ease of retirement investing by creating a portfolio that pays to hold, eliminating the need for selling assets [3] - The company offers a month-long paid trial for $49 with an additional 5% discount, encouraging potential investors to join their community [3] Group 2 - The article suggests that joining a group focused on income generation can alleviate the stress associated with retirement investing [3] - It highlights the potential for strong returns through the company's Income Method, appealing to those tired of traditional financial advisory services [3]
5 Dirt-Cheap Dividends Paying Up To 7.6%
Forbes· 2025-05-18 12:35
Core Viewpoint - The article discusses potential investment opportunities in cheap dividend-paying stocks that yield between 5.3% and 7.6%, despite the broader market recovery. It highlights five specific companies that remain undervalued and offers insights into their financial metrics and challenges [1][2]. Group 1: Company Summaries - **Bristol-Myers Squibb (BMY)**: A $90 billion pharmaceutical company with a low PEG of 0.12 and a cash-flow multiple of 7. It has a dividend yield of over 5% but faces profitability concerns due to competition affecting core drugs, leading to a 44% revenue drop for Revlimid in Q1 [3][5][6]. - **HF Sinclair (DINO)**: Formed from a merger, it operates seven U.S. refineries and has a crude oil processing capacity of 678,000 barrels per day. The stock has a PEG of 0.2 and a P/CF of 7.3, reflecting a more than 30% drop over the past year, primarily due to industry-wide challenges [7][10]. - **AES Corp. (AES)**: A utility company serving 2.7 million customers with a diverse energy portfolio. It has a PEG of 0.8 and a forward P/CF of 5, but has seen its stock lose over half its value in 2023 due to aggressive transitions to renewables and project delays [13][14][15]. - **Polaris (PII)**: A manufacturer of recreational vehicles, its stock has dropped over 70% since July 2023, resulting in a high dividend yield. The company has faced declining demand and significant revenue and profit drops, with a PEG of negative 1.6 [17][18][20]. - **Atlas Energy Solutions (AESI)**: An energy equipment and services company that has been increasing its dividends since its IPO in March 2023. It has a PEG of 0.2 and a forward P/CF of 5.5, but faces challenges due to fluctuating oil prices affecting demand [21][22][23]. Group 2: Financial Metrics - **Valuation Metrics**: All highlighted companies have a PEG below 1, indicating they are undervalued. The article emphasizes the importance of PEG and P/CF ratios in assessing investment opportunities [8][10]. - **Dividend Coverage**: Companies like DINO and AES have strong dividend coverage ratios, with DINO expected to have a coverage of 180% due to anticipated earnings growth in 2026 [12][16]. - **Market Challenges**: Each company faces unique challenges, such as competition, industry weakness, and fluctuating demand, which have impacted their stock performance and profitability [4][5][10][18].
Why Enterprise Financial Services (EFSC) is a Great Dividend Stock Right Now
ZACKS· 2025-05-16 16:46
Company Overview - Enterprise Financial Services (EFSC) is headquartered in Clayton and has experienced a price change of -2.82% this year [3] - The company currently pays a dividend of $0.29 per share, resulting in a dividend yield of 2.12%, which is lower than the Banks - Midwest industry's yield of 3.14% and the S&P 500's yield of 1.55% [3] Dividend Performance - The current annualized dividend of EFSC is $1.16, reflecting a 9.4% increase from the previous year [4] - Over the past five years, EFSC has increased its dividend three times on a year-over-year basis, achieving an average annual increase of 11.56% [4] - The company's current payout ratio is 23%, indicating that it pays out 23% of its trailing 12-month earnings per share as dividends [4] Earnings Expectations - EFSC is projected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $5.20 per share, representing a year-over-year growth rate of 6.56% [5] Investment Appeal - EFSC is considered a compelling investment opportunity due to its attractive dividend and strong Zacks Rank of 1 (Strong Buy) [7]
Prologis: Q1 2025 Performance Delivered 4 Reasons To Buy More
Seeking Alpha· 2025-05-16 11:37
Core Viewpoint - Prologis (PLD) is highlighted as a leading investment opportunity in the logistics real estate market, emphasizing its strong market position and potential for steady income through dividend investing [1]. Company Insights - Prologis is recognized as a giant in the logistics real estate sector, making it a preferred choice for investors looking to build a portfolio of market leaders [1]. - The company is involved in various sectors, including tech, real estate, software, finance, and consumer staples, indicating a diversified investment approach [1]. Investment Strategy - The article promotes dividend investing as a straightforward and accessible method for achieving financial freedom, with Prologis being a key component of this strategy [1]. - The author aims to share insights and experiences to help others navigate the world of dividend investing, fostering a community focused on long-term wealth building [1].
Buy The Dip: 2 Blue-Chip High Yields Getting Way Too Cheap
Seeking Alpha· 2025-05-16 11:05
Group 1 - Samuel Smith has extensive experience in dividend stock research and investment, having served as lead analyst and Vice President at various firms [1] - He is a Professional Engineer and Project Management Professional, holding degrees in Civil Engineering & Mathematics and a Master's in Engineering with a focus on applied mathematics and machine learning [1] - Samuel leads the High Yield Investor investing group, collaborating with Jussi Askola and Paul R. Drake to balance safety, growth, yield, and value [2] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content [2] - The service includes an active chat room for investors to share insights and strategies [2]
Blackstone Secured Lending: Near Double-Digit Yield Likely Secure, But Wait For Now
Seeking Alpha· 2025-05-16 10:45
Core Viewpoint - The article discusses the author's commitment to holding Business Development Companies (BDCs) despite the potential for an upcoming recession, indicating a belief in the resilience and long-term value of these investments [1]. Group 1: Investment Strategy - The author identifies as a buy-and-hold investor, focusing on quality over quantity in investment choices, particularly in dividend-paying stocks, BDCs, and REITs [2]. - The goal is to supplement retirement income through dividends within the next 5-7 years, targeting lower and middle-class workers to help them build quality investment portfolios [2]. Group 2: Analyst Disclosure - The author has a beneficial long position in specific BDC shares, namely ARCC and BXSL, indicating a personal investment stake in these companies [3]. - The article is presented as a personal opinion without compensation from the companies mentioned, emphasizing independence in analysis [3].
The Top 3 Most Popular U.S. Stocks Among Experienced Dividend Investors
Seeking Alpha· 2025-05-15 14:50
Core Insights - The author transitioned from a traditional financial career to focus on personal finance education through online platforms [1] Group 1 - The author has a strong educational background in finance, holding a bachelor's degree in finance-marketing, a CFP title, and an MBA in financial services [1] - The author has over a decade of experience in the financial industry, starting in 2003 and working in private banking for five years [1] - In 2016, the author took a significant personal journey traveling across North America and Central America, which influenced the decision to leave the financial industry [1] Group 2 - The author founded investing websites to help others with personal finance, marking a shift from a corporate job to a more fulfilling career [1] - The journey included driving through nine countries and spending three months in Costa Rica, which was described as an eye-opening adventure [1] - The decision to quit the traditional job was driven by a desire to spend more time with family while pursuing a passion for investing [1]