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Harrington: Dividend funds can offer benefits, but be cautious about those offering huge returns
CNBC Television· 2025-09-15 11:57
Gen Z Dividend Investing Trends - Gen Z investors are increasingly interested in dividend investing as a way to supplement their income in an uncertain market [4] - Some Gen Z investors are drawn to high-yield dividend ETFs, but these can be very risky due to high leverage and underlying securities that are not dividend-oriented [2] - Experts advise Gen Z investors to be cautious about highly leveraged dividend ETFs and consider more traditional dividend funds [2][3] Dividend Investing Strategies - Dividend aristocrats, companies with a history of growing dividends for over 25 years, are a good starting point for dividend investing, although their average yield is just under 2% [6] - Investors should look for companies or funds with a long-term history of consistently paying dividends, even during economic downturns like 2008-2009 and the pandemic [7][8] - Dividend investing benefits from active management to understand the company or fund manager's philosophy regarding returning capital to shareholders through dividends and achieving capital appreciation [8][9] Balancing Dividend Yield and Price Appreciation - Investors should aim for a total return of 8-10% over the long term, combining dividend income and stock price appreciation [12] - A long-term approach is crucial in dividend investing, as income and capital appreciation are spread out over time [14] - While a high dividend yield is attractive, investors should also consider the potential for price appreciation and the overall long-term return [10][11]
Safehold Declares Third Quarter 2025 Common Stock Dividend
Prnewswire· 2025-09-15 11:30
Core Points - Safehold Inc. has declared a common stock dividend of $0.177 per share for Q3 2025, which translates to an annualized rate of $0.708 per share, payable on October 15, 2025, to shareholders of record on September 30, 2025 [1] - Safehold is innovating real estate ownership by enabling property owners to unlock the value of the land beneath their buildings, having established the modern ground lease industry in 2017 [2] - The company operates as a real estate investment trust (REIT) and aims to provide safe, growing income and long-term capital appreciation to its shareholders [2]
Xenia Hotels & Resorts Declares Dividend for Third Quarter 2025
Prnewswire· 2025-09-15 10:30
Core Viewpoint - Xenia Hotels & Resorts, Inc. has announced a cash dividend of $0.14 per share for the third quarter of 2025, reflecting the company's ongoing commitment to returning value to shareholders [1]. Company Overview - Xenia Hotels & Resorts, Inc. is a self-advised and self-administered Real Estate Investment Trust (REIT) that focuses on luxury and upper upscale hotels and resorts in the top 25 lodging markets and key leisure destinations in the United States [2]. - The company owns 30 hotels and resorts, totaling 8,868 rooms across 14 states, with properties operated or licensed by leading industry brands such as Marriott, Hyatt, Fairmont, Kimpton, Loews, Hilton, and The Kessler Collection [2].
These 8%+ Dividends Are Crushing the S&P 500 and They’re Just Getting Started
Investing· 2025-09-15 10:09
Market Analysis by covering: S&P 500, Boeing Co, Oracle Corporation, SPDR® S&P 500® ETF Trust. Read 's Market Analysis on Investing.com ...
Alliant Energy Stock: Navigating The Data Center Boom At A Full Valuation (NASDAQ:LNT)
Seeking Alpha· 2025-09-13 06:37
Group 1 - The company is currently priced correctly for its expansion plan and EPS CAGR, leading to a recommendation of Hold with a potential upside of 3.5% and a forward yield of 3.3% [1] Group 2 - The analyst has a background in accounting and focuses on equity research through a combination of CFA studies and valuation books, emphasizing fundamental analysis while considering other perspectives [2] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [2] - The goal is to provide data-driven analysis to assist readers in making informed investment decisions with a mid-term return perspective of 1 to 3 years [2]
This 12% CEF Could Be Gen Z's Next Investing Obsession
Forbes· 2025-09-12 14:35
Group 1 - The core idea is that stock prices can rise based on speculation and hype, but ultimately, profits are the key driver for sustainable stock value [2][3] - Peloton Interactive (PTON) serves as a case study where initial stock gains during the pandemic were not supported by actual profits, leading to a decline in stock value as investor optimism waned [3][4] - The article highlights the potential for closed-end funds (CEFs) to be profitable investments, particularly when purchased at a significant discount to net asset value (NAV) [5][7] Group 2 - There is an emerging trend among younger investors, particularly Generation Z, who are increasingly interested in dividend-paying investments rather than high-risk assets [8][9] - Bloomberg reports that Gen Z is shifting focus from volatile investments to more stable dividend strategies, which emphasize control and consistency [8][9] - The YieldMax TSLA Option Income Strategy ETF (TSLY) is mentioned as an example of a high-yielding investment that has attracted significant assets, despite its relatively low total return over three years [9][10] Group 3 - The article suggests that as young investors begin to appreciate dividends, they may eventually seek more sustainable high-yield options, such as the BlackRock Science and Technology Term Trust (BSTZ), which offers a 12% yield [10][11] - BSTZ is noted for its strong performance and trading at a discount to NAV, making it an attractive option for savvy investors [11] - The expectation is that as Generation Z recognizes the value of funds like BSTZ, demand will increase, potentially boosting the fund's market price and narrowing its discount [11]
Capital Southwest: My Favorite 11% Yield On The Market (NASDAQ:CSWC)
Seeking Alpha· 2025-09-12 14:21
Group 1 - The focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The recent market rally has led to total returns, but there is a concern about unrealized capital gains potentially disappearing as the market approaches bubble territory [2] - Dividends are emphasized as a reliable source of income that cannot be taken back, contrasting with the volatility of capital gains [2] Group 2 - The article highlights the importance of defensive stocks for medium- to long-term investment strategies [2]
Capital Southwest: My Favorite 11% Yield On The Market
Seeking Alpha· 2025-09-12 14:21
Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The recent market rally has led to total returns, but there are concerns about unrealized capital gains potentially disappearing as the market approaches bubble territory [2] - Dividends are highlighted as a reliable source of income that cannot be taken back, contrasting with the volatility of capital gains [2] Group 2 - The article emphasizes the importance of defensive stocks for medium- to long-term investment horizons [2]
Risk vs Reward in Investing: A Beginner’s Guide to Smarter Decisions
The Smart Investor· 2025-09-11 23:30
Core Concept - The article emphasizes the importance of weighing risks against rewards in investing, highlighting that no investment is completely risk-free and that understanding this balance is crucial for achieving financial goals [1][15]. Risk in Investing - Risks in investing are categorized into several types, including market risk, inflation risk, foreign exchange risk, liquidity risk, and default risk [6]. - An example illustrates that while a low-interest savings account offers safety, it risks erosion of cash savings due to inflation, which has averaged 2.36% over the last five years, compared to the historical annual returns of about 8.3% for Singapore's Straits Times Index [4]. Reward in Investing - Rewards from investments can come in various forms, such as capital gains, dividends, and interest income from fixed deposits [5][7]. - Singapore Airlines is cited as a popular dividend stock, having paid out a dividend of S$0.40 over the past 12 months, resulting in a trailing dividend yield of 6.1% based on a share price of S$6.54 [8]. Risk-Reward Trade-Off - The general rule in investing is that higher risk typically correlates with the potential for higher returns, as seen with high-risk assets like cryptocurrencies versus lower-risk government bonds [10]. - Medium-risk assets, such as blue-chip stocks, can offer capital gains and regular dividends, but investors must research the fundamentals of these companies to ensure they can withstand market volatility [11]. Balancing Risk and Reward - Beginners are advised to start with lower-to-medium risk investments and gradually include riskier assets as their knowledge and confidence grow [12]. - Key considerations for investors include their investment horizon, risk appetite, and desired diversification, which will influence the types of financial products they choose [14]. Investment Strategy - The article stresses the importance of not chasing high returns without understanding the associated risks and encourages prudent long-term investment strategies [18].
AGNC Investment Corp. Declares Monthly Common Stock Dividend of $0.12 per Common Share for September 2025
Prnewswire· 2025-09-11 20:01
Accessibility StatementSkip Navigation BETHESDA, Md., Sept. 11, 2025 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors has declared a cash dividend of $0.12 per share of common stock for September 2025. The dividend is payable on October 9, 2025 to common stockholders of record as of September 30, 2025. For further information or questions, please contact Investor Relations at (301) 968-9300 or [email protected]. ABOUT AGNC INVESTMENT CORP.Founded in 2008, A ...