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Why I’m Setting a ‘No Kings’ Policy for These Overvalued Dividend Stocks
Yahoo Finance· 2025-09-11 23:30
Group 1 - The current stock market, focused on growth, has negatively impacted dividend stocks, leading to lower total returns and less competitive payments [1][3] - The pandemic forced many companies to cut or eliminate dividends, affecting the cash flow for dividend investors [2] - Dividend stocks have struggled to attract investors due to weak performance and the rise of algorithmic trading and younger investors who prefer different investment strategies [3] Group 2 - The Federal Reserve's interest rate hikes have made dividend investing less appealing, as bond rates are at nearly two-decade highs [3] - The options market has expanded, providing alternative strategies like collaring positions, which may offer more control over investment outcomes compared to relying on dividends [4] - The Dividend Kings, stocks that have increased dividends for at least 50 consecutive years, may not be sufficient to attract investors in the current market environment [5]
Why Peoples Financial Services (PFIS) is a Great Dividend Stock Right Now
ZACKS· 2025-09-11 16:46
Company Overview - Peoples Financial Services (PFIS) is headquartered in Dunmore and operates in the Finance sector [3] - The stock has experienced a price change of 2.38% since the beginning of the year [3] Dividend Information - PFIS currently pays a dividend of $0.62 per share, resulting in a dividend yield of 4.71%, which is significantly higher than the Banks - Northeast industry's yield of 2.55% and the S&P 500's yield of 1.51% [3] - The company's annualized dividend of $2.47 has increased by 20.2% from the previous year [4] - Over the past 5 years, PFIS has raised its dividend 4 times, averaging an annual increase of 11.43% [4] - The current payout ratio for PFIS is 42%, indicating that it pays out 42% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - PFIS is projected to see earnings growth this fiscal year, with the Zacks Consensus Estimate for 2025 at $5.97 per share, reflecting a year-over-year growth rate of 58.36% [5] Investment Appeal - PFIS is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [6]
Broadcom Has Just Hit The Jackpot, But I Decided To Trim My Position
Seeking Alpha· 2025-09-11 15:51
Broadcom Inc. (NASDAQ: AVGO ) is one of the hottest semiconductor players right now, with its stock price climbing north very dynamically. Since the beginning of this year, AVGO's stock price has increased by nearly 60%, outperforming Nvidia (Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s ...
SCHD: The Market Is Flashing 1999 Warnings
Seeking Alpha· 2025-09-11 13:00
Group 1 - Schwab U.S. Dividend Equity ETF (SCHD) is highlighted as a popular dividend-focused ETF, specializing in large-cap stocks, which provides resilience and lower volatility in the long term [1] - Daniel Sereda, a chief investment analyst at a family office, emphasizes the importance of filtering vast amounts of information to extract critical investment ideas [1] - The investing group Beyond the Wall Investing offers access to high-quality analysis and insights that institutional market participants prioritize [1]
Why Agree Realty, Open Text, And Comcast Are Winners For Passive Income
Yahoo Finance· 2025-09-11 12:01
Core Insights - Companies with a strong history of dividend payments and increases are attractive to income-focused investors, with Agree Realty, Open Text, and Comcast being notable examples offering yields between 3% and 4% [1] Agree Realty - Agree Realty Corp. is a real estate investment trust focused on acquiring and developing properties leased to leading omnichannel retail tenants [2] - The company has increased its dividends for 12 consecutive years, with the most recent hike on April 10 raising the monthly payout from $0.253 to $0.256 per share, resulting in an annual payout of $3.072 per share [3] - The current dividend yield for Agree Realty is 4.27% [3] - As of June 30, the company's annual revenue was $659.75 million, with Q2 2025 revenues of $175.53 million and AFFO of $1.06, both exceeding consensus estimates [4] Open Text - Open Text Corp. is an information management software company that assists businesses in organizing, storing, and protecting their data [5] - The company has raised its dividend for 12 consecutive years, with a recent 5% increase on August 7 to a quarterly payout of $0.2725 per share, equating to an annual figure of $1.10 per share [6] - Open Text's current dividend yield is 3.29% [6] - The company's annual revenue as of June 30 was $5.17 billion, with Q4 2025 revenues of $1.31 billion and EPS of $0.97, both surpassing consensus estimates [6] Comcast - Comcast Corp. is a global media and technology company [7] - The company has increased its dividends for 17 consecutive years, with a recent 6.5% hike on January 30 to a quarterly payout of $0.33 per share, resulting in an annual payout of $1.32 per share [8] - Comcast's current dividend yield stands at 3.89% [8]
The PPI Plot Twist: What It Means For High-Yield Investors
Seeking Alpha· 2025-09-11 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 with degrees in Civil Engineering & Mathematics and a Master's in Engineering focused 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 in investment strategies [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]
All It Takes Is $27,000 Invested in These 2 High-Yield Dividend Stocks and ETF to Help Generate Over $1,000 in Passive Income Per Year
Yahoo Finance· 2025-09-11 09:45
Group 1: Chevron - Chevron's free cash flow (FCF) is projected to cover its current payout of $11.7 billion and provide room for buybacks, making it attractive for income investors [1] - Management anticipates generating an additional $12.5 billion in FCF by 2026, on top of $15 billion in 2024, while Wall Street analysts estimate $24 billion in 2026 and $28 billion in 2027 [2] - The acquisition of Hess is expected to contribute $2.5 billion to FCF by 2026, alongside $10 billion from increased production in Kazakhstan, the Gulf of Mexico, and the Permian Basin [3] - Chevron's diversified asset mix and strong balance sheet enhance its appeal to passive income investors, with the Hess acquisition reducing risk and adding valuable assets [4] Group 2: Coca-Cola - Coca-Cola is facing challenges in the consumer staples sector but is outperforming peers due to its strong supply chain, marketing, and diversified beverage lineup [10] - The company expects to grow non-GAAP earnings per share (EPS) by 3% year-over-year to $2.97, with currency-neutral EPS projected to grow 8% [11] - Coca-Cola maintains a 3% dividend yield and has increased its payout for 63 consecutive years, positioning it as a reliable high-yield dividend stock [12] Group 3: Schwab U.S. Dividend Equity ETF - The Schwab U.S. Dividend Equity ETF offers a 3.7% distribution yield and is suitable for investors seeking passive income without the complexity of individual stock selection [13] - The ETF has significant exposure to energy stocks, with Chevron and ConocoPhillips as its largest holdings, and also includes consumer staples and healthcare sectors [14] - With a low total expense ratio of 0.06%, the ETF presents a cost-effective option for generating passive income [15]
2 High-Yield Dividends to Buy and Hold Forever
The Motley Fool· 2025-09-11 08:05
Core Viewpoint - The article highlights two dividend-paying stocks, Realty Income and Ford Motor Company, which offer high yields and growth potential for investors seeking stable income and upside opportunities [2][11]. Realty Income - Realty Income is a diversified real estate investment trust (REIT) known for its strong track record of raising dividends, having increased its monthly dividend payment 131 times since its public listing in October 1994 [3]. - The company has raised its dividend for 111 consecutive quarters over more than 30 years, currently offering a yield of 5.5% [3]. - Realty Income possesses a robust balance sheet, allowing for billions in annual acquisitions, including investments in development projects and new property types like data centers and casinos [4]. - The company identifies a $14 trillion investment opportunity in commercial real estate across the U.S. and Europe [4]. - Realty Income's portfolio is well-diversified, with 1,630 clients across 91 industries, and over 90% of its total rent is insulated from e-commerce pressures and economic downturns [5]. - The combination of a strong balance sheet and diversified property portfolio positions Realty Income for continued dividend growth, aiding in wealth accumulation for investors [6]. Ford Motor Company - Ford is a global automaker with a healthy dividend yield of 5.1% and a supplemental dividend, providing additional income to investors [7]. - The company is focusing on electrification in the automotive industry, aiming to turn its unprofitable electric vehicle (EV) business into a profitable segment [9]. - In 2023 and 2024, Ford's Model-e unit incurred losses of $4.7 billion and $5.1 billion, respectively, prompting the company to invest $2 billion in modernizing its Louisville Assembly plant and $3 billion in a new battery plant in Michigan [9]. - Ford is also revamping its assembly line to enhance production efficiency, with ambitions to reduce workstations by 40% and parts by 20%, which could significantly impact profitability [10]. - If successful in making profitable EVs, Ford's improved bottom line could lead to increased dividends over time [10]. Conclusion for Dividend Investors - Both Realty Income and Ford offer high-yielding dividends with potential for stock price appreciation, making them attractive for long-term income investors [11].
STAG Industrial: Proceed With Caution (NYSE:STAG)
Seeking Alpha· 2025-09-10 18:00
Core Insights - STAG Industrial, Inc. is a popular industrial REIT among retail investors due to its monthly dividend payments, which attract many individuals [1] - The company has a modest dividend growth record, indicating a stable but slow increase in dividend payouts [1] Company Overview - STAG Industrial focuses on providing steady income through its dividend payments, which are a key component of its appeal to investors [1] - The company operates in the industrial real estate sector, which has been a focus for many investors seeking reliable income streams [1] Investment Strategy - The article emphasizes the importance of dividend investing as a straightforward path to achieving financial freedom, highlighting its accessibility for individual investors [1] - The author shares insights from their extensive experience in M&A and business valuation, which informs their investment approach [1]
Visa: I Love It Below $300, But The Pullback Is Worth Buying For Long-Term Investors
Seeking Alpha· 2025-09-10 18:00
Core Insights - Visa is highlighted as a preferred dividend growth stock, indicating strong investor confidence in its long-term performance and dividend reliability [1]. Company Overview - Visa is recognized for its quality as a blue-chip stock, appealing to buy-and-hold investors who prioritize quality investments over quantity [1]. - The company aims to support lower and middle-class workers in building investment portfolios focused on high-quality, dividend-paying companies [1]. Investment Strategy - The investment approach emphasizes a long-term hold strategy, with plans to supplement retirement income through dividends within the next 5-7 years [1].