Core Viewpoint - Chevron Corp. has not yet recovered from the significant valuation decline experienced in April, resulting in a current dividend yield of 5% for passive income investors [1] Group 1 - Chevron Corp. is currently facing challenges in its stock valuation, which has not rebounded since April [1] - The company offers a 5% dividend yield, making it attractive for passive income investors [1]

Core Viewpoint - Pfizer is a pharmaceutical company with solid growth potential and a high dividend yield, making it a stock worth considering for investment [1][6]. Company Overview - Pfizer has a market value of approximately $133 billion and has been in operation since 1849, offering multiple treatments and a robust pipeline of products [3]. - The company currently has 108 candidates in its pipeline, with 47 in phase 1, 28 in phase 2, and 30 in phase 3, focusing significantly on oncology and various vaccines [4]. Current Products - Major medications include the COVID-19 vaccine, Paxlovid, Prevnar, Ibrance, and Xtandi [5]. Investment Considerations Reasons to Invest - The stock offers a dividend yield of 7.3%, generating around $730 for every $10,000 invested, with a commitment to maintain and grow this dividend over time [6][9]. - Pfizer's valuation is low, with a forward-looking P/E ratio of 8, below its five-year average of 10, and a price-to-sales ratio of 2.1, lower than its five-year average of 3.1 [11]. - The company has strong growth prospects, particularly in oncology, bolstered by the acquisition of Seagen for $43 billion [11]. Reasons Against Investment - The payout ratio is 122%, indicating that the company is paying out more than its earnings in dividends, which may not be sustainable [11]. - Pfizer has experienced average annual losses of 18.6% over the past three years, with revenue declining from $100.3 billion in 2022 to $63.6 billion in 2024 [11]. - Several key products are losing patent protection, and concerns have arisen regarding the safety of its weight-loss drug candidate [11]. - Ongoing tariff wars and government efforts to lower drug costs may pose additional challenges for the company [11].

Core Viewpoint - Dow Inc. is facing significant challenges, with its stock price down approximately 50% since its spin-off in April 2019, and currently yielding 10.3%, the highest in the S&P 500 [1][17] Industry Overview - Dow operates in the commodity chemicals sector, producing a wide range of products used across various industries, including electronics, food packaging, textiles, and healthcare [4] - The company lacks pricing power due to the commoditized nature of its products, similar to the oil and gas industry, necessitating scale and operational efficiency to remain competitive [5] Economic Challenges - Recent economic conditions have led to low demand for Dow's products, driven by high borrowing costs and slowing growth in key markets, particularly Europe [6] - Increased competition from China, which is investing heavily in manufacturing, poses a threat to Dow's market share and pricing [7] Financial Performance - Dow's latest quarter showed a 3% decline in net sales despite a sixth consecutive quarter of year-over-year volume growth, indicating competitive pressures [9] - The company's operating margin has decreased significantly from pre-pandemic levels of around 8% to just 3.3% currently, with a profit margin of less than 1% [9][11] Cash Flow and Dividend Sustainability - Dow is currently free-cash-flow negative, relying on asset sales and debt to cover its dividend expenses [11][12] - The company has paused its Path2Zero project to save $1 billion, reducing enterprise spending from $3.5 billion to $2.5 billion [8] - A recent asset sale netted Dow $2.4 billion, covering dividend expenses for approximately five quarters [13][14] Future Outlook - Dow is projected to receive around $6 billion in additional cash or cost savings, which may help support its dividend in the short term [15] - The company has manageable debt levels, with only $500 million maturing in 2025, but continued low margins may necessitate a dividend cut [16] - Dow's long-term goal is for its dividend to represent 45% of operating income, which may require either margin improvements or a reduction in the dividend payout [19][20]

Company Overview - Hancock Whitney (HWC) is based in Gulfport and operates in the Finance sector, with a year-to-date share price change of -2.7% [3] - The company currently pays a dividend of $0.45 per share, resulting in a dividend yield of 3.38%, which is higher than the Banks - Southeast industry's yield of 2.41% and the S&P 500's yield of 1.56% [3] Dividend Performance - Hancock Whitney's annualized dividend of $1.80 has increased by 20% from the previous year [4] - Over the past five years, the company has raised its dividend twice on a year-over-year basis, achieving an average annual increase of 9.80% [4] - The current payout ratio is 33%, indicating that the company distributes 33% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Hancock Whitney's earnings per share for 2025 is $5.51, reflecting a year-over-year growth rate of 3.57% [5] Investment Considerations - HWC is considered a compelling investment opportunity due to its strong dividend profile and current Zacks Rank of 3 (Hold) [7]

Core Insights - Annaly Capital Management, Inc. (NLY) has a monthly dividend yield of 14.83%, surpassing the industry average of 12.9%, with a payout ratio of 101% [1][4] - The company recently increased its dividend by 7.7% to 70 cents per share, marking its first hike in five years, indicating confidence in its cash flow and growth prospects [4][10] - Annaly maintains a strong liquidity position with $7.5 billion in total assets available for financing, including $4.7 billion in unencumbered Agency MBS, providing a competitive edge [5][10] Dividend Yield - Annaly's dividend yield is significantly high at 14.83%, while AGNC Investment Corp. (AGNC) has a yield of 15.93% and Arbor Realty Trust (ABR) has a yield of 12.66% [1][7][8] - AGNC has a payout ratio of 81% and a liquidity of $6 billion, while ABR has a payout ratio of 115% and recently reduced its dividend by 30.3% [7][8] Share Repurchase Program - Annaly's board authorized a share repurchase program of up to $1.5 billion, set to expire on December 31, 2029, although no shares have been repurchased yet [6][10] Price Performance - NLY shares have increased by 6.7% year-to-date, outperforming the industry growth of 1.4% [9][10] Valuation and Earnings Estimates - Annaly trades at a forward price-to-tangible book (P/TB) ratio of 0.96X, slightly above the industry average of 0.95X [13] - The Zacks Consensus Estimate for NLY's earnings indicates a year-over-year growth of 6.3% for 2025 and 1.4% for 2026, with estimates remaining unchanged over the past 30 days [15][16]

Core Viewpoint - Casey's General Stores, Inc. is expected to report a decline in quarterly earnings while projecting an increase in revenue for the fourth quarter [1] Financial Performance - Analysts anticipate quarterly earnings of $1.95 per share, down from $2.34 per share in the same period last year [1] - The company projects quarterly revenue of $3.95 billion, compared to $3.6 billion a year earlier [1] Analyst Coverage - Keybanc analyst Bradley Thomas initiated coverage of Casey's with an Overweight rating and set a price target of $500 [2] Dividend Information - Casey's offers an annual dividend yield of 0.45%, translating to a quarterly dividend of $0.50 per share, or $2.00 annually [2] - To achieve a monthly dividend income of $500, an investor would need to own approximately 3,000 shares, equating to a total investment of about $1,337,070 [4] - For a more conservative monthly income goal of $100, an investor would need 600 shares, requiring an investment of approximately $267,414 [4] Dividend Yield Dynamics - The dividend yield is calculated by dividing the annual dividend payment by the current stock price, which can fluctuate based on stock price changes [5] - An increase in stock price results in a lower dividend yield, while a decrease leads to a higher yield [5] - Changes in the dividend payment itself can also impact the dividend yield, with increases leading to higher yields and decreases resulting in lower yields [6] Stock Performance - Shares of Casey's fell by 0.6% to close at $445.69 on Thursday [6]

Core Points - ProVen VCT plc announced its final results for the year ended 28 February 2025, with the results approved by the Board on 5 June 2025 [1] Fund Overview - The net asset value (NAV) per Ordinary Share decreased from 65.2p in 2024 to 62.9p in 2025, reflecting a year-on-year change of -3.5% [2] - Total dividends paid since launch increased from 84.25p in 2024 to 87.5p in 2025 [2] - The total return, which includes net asset value plus dividends paid since launch, rose slightly from 149.45p in 2024 to 150.4p in 2025 [2] - The year-on-year change in NAV per Ordinary Share, adjusted for dividends paid, was a decrease of 1.5% [2] - The dividend yield remained stable at 5.1% for both years [2] Dividends - The Board proposed a final dividend of 1.75p per share for the year ended 28 February 2025, subject to shareholder approval at the upcoming AGM [3] - Total tax-free dividends for the year amounted to 3.25p per share, representing a cash return of 5.1% based on the opening NAV per share at 1 March 2024 [4] Annual General Meeting (AGM) - The next AGM is scheduled for 15 July 2025 at the offices of Beringea LLP in London [5] - Shareholders can attend the AGM in person or via video conference, with remote attendees unable to vote or ask questions [6][7] - Shareholders are encouraged to submit questions in advance via email [8] Shareholder Event - The Annual Shareholder Event will be held online on the morning of the AGM, providing an opportunity for shareholders to engage with the Investment Manager and Board [9][10] - The event aims to ensure equal access for all shareholders, with registration available online [11]

Almost two years ago, I recommended buying the preferred stock of Wells Fargo (NYSE: WFC.PR.L ) for its attractive 6.5% dividend and my expectations for a moderation of interest rates. Since that article, the stock has offered a total return ofI am a chemical engineer with a MS in Food Technology and Economics, and a MENSA member. I am the author of the book "Investing in Stocks and Bonds: The Early Retirement Project" (2024):I am also the author of the book "Mental Math: How to perform math calculations in ...

Key Takeaways AGNC offers a 15.93% dividend yield with monthly payouts and a payout ratio of 81%. The company authorized a $1B buyback plan through 2026, aiming to reduce volatility and boost value. AGNC holds $6B in liquidity, supporting the sustainability of its capital distribution strategy.One of the most closely watched aspects of AGNC Investment Corp.’s (AGNC) financial profile is its dividend policy. This publicly traded mortgage real estate investment trust (mREIT) offers favorable long-term stock ...

The primary goal of the Cash Flow Kingdom Income Portfolio is to produce an overall yield in the 7% - 10% range. We accomplish this by combining several different income streams to form an attractive, steady portfolio payout. The portfolio's price can fluctuate, but the income stream remains consistent. Start your free two-week trial today!Plains All American Pipeline, L.P. ( PAA ) ( PAGP ) is an energy midstream company that has seen its shares come under pressure recently, which is why its dividend yield ...