Core Insights - EPR Properties is a real estate investment trust focusing on experiential properties and education facilities, with a stock price range of $41.75 to $61.24 over the past 52 weeks [1] Financial Performance - For Q3 2025, EPR Properties reported FFO of $1.39 per share, exceeding the consensus estimate of $1.33, and revenues of $182.31 million, surpassing the consensus of $181.78 million [3] - The company has increased its full-year 2025 FFOAA per diluted common share guidance to a range of $5.05 to $5.13, reflecting a 4.5% increase at the midpoint compared to 2024 [4] Dividend Information - EPR Properties has a dividend yield of 6.90%, having paid $3.54 per share in dividends over the last 12 months [2]

Earnings Results - Woodward, Inc. is set to release its fourth-quarter earnings results on November 24, with analysts expecting earnings of $1.87 per share, an increase from $1.41 per share in the same period last year [1] - The consensus estimate for quarterly revenue is $943.15 million, compared to $854.49 million a year earlier [1] Analyst Upgrade - Wolfe Research analyst Louis Raffetto upgraded Woodward from Peer Perform to Outperform, setting a price target of $300 [2] Dividend Information - Woodward currently offers an annual dividend yield of 0.43%, translating to a quarterly dividend of 28 cents per share, or $1.12 annually [2] - To generate $500 monthly from dividends, an investment of approximately $1,389,659 or around 5,357 shares is required, while $100 monthly would need about $277,828 or 1,071 shares [2] Dividend Yield Calculation - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] - Changes in dividend payments also affect the yield; an increase in dividends raises the yield if the stock price remains constant [4] Stock Performance - Woodward's shares rose by 0.7%, closing at $259.41 on Wednesday [4]

When I last covered Exxon Mobil Corporation ( XOM ) on October 21st, 2024 (with a “strong buy” rating) in my article "Exxon Mobil: Buy Before Earnings”, the stock was really beginning to flatline after aThe Income Machine is driven by market analysis from strategies covering more than two decades of trading experience successfully navigating through a broad range of asset classes. I am @PROSTOCKMARKETS on YouTube, which is where I post daily video updates for all of my trades and define important price leve ...

REIT Sector Performance - The REIT sector experienced a decline of -4.03% in October, resulting in a year-to-date return of -4.69% for the average REIT, significantly underperforming the broader market indices such as NASDAQ (+4.7%), Dow Jones (+2.6%), and S&P 500 (+2.3%) [1] - The Vanguard Real Estate ETF (VNQ) had a less severe decline of -2.45% in October but has outperformed year-to-date with a return of +2.98% [1] - The spread between the 2026 FFO multiples of large cap REITs (16x) and small cap REITs (12.7x) widened, indicating that investors are paying 26% more for each dollar of FFO from large cap REITs compared to small cap REITs [1] Property Type Performance - In October, micro cap REITs led the sector with the smallest average decline of -2.81%, followed by mid caps (-3.11%), large caps (-4.45%), and small caps (-5.05%) [3] - 14 out of 18 property types averaged negative returns in October, with only 22.22% of property types achieving a positive total return [5] - Office properties had the worst performance at -12.74%, while Hotels (+3.82%) and Data Centers (+2.53%) were the best performers [5][6] Year-to-Date Performance - Year-to-date through October 2025, Office properties (-16.87%), Single Family Housing (-14.94%), and Land (-14.91%) have underperformed, while Health Care (+19.74%) has significantly outperformed [7] - The average P/FFO for the REIT sector declined from 14.1x to 13.5x during October, with 22.2% of property types experiencing multiple expansion [8] Individual Securities - Sotherly Hotels (SOHO) saw a significant increase of +165.00% on October 27th due to an acquisition announcement, with shareholders set to receive $2.25/share, a 152.7% premium [10] - Office Properties Income Trust (OPI) faced a dramatic decline of -88.76% ahead of its delisting and subsequently filed for Chapter 11 bankruptcy, with a year-to-date return of -96.15% [11] Dividend Yield - High dividend yields are a key attraction for investors in the REIT sector, with many REITs trading below their NAV, leading to attractive yields despite potential risks [15]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Company Ratings - **HP Inc (NYSE:HPQ)**: - Dividend Yield: 5.06% - Morgan Stanley analyst Erik Woodring downgraded the stock from Overweight to Equal-Weight, reducing the price target from $26 to $24 [7] - Citigroup analyst Asiya Merchant maintained a Neutral rating, cutting the price target from $29 to $27 [7] - Upcoming earnings announcement on Nov. 25, 2025 [7] - **Skyworks Solutions Inc (NASDAQ:SWKS)**: - Dividend Yield: 4.50% - Mizuho analyst Vijay Rakesh upgraded the stock from Underperform to Neutral, raising the price target from $65 to $73 [7] - UBS analyst Timothy Arcuri maintained a Neutral rating, lowering the price target from $85 to $80 [7] - Reported better-than-expected fourth-quarter earnings on Nov. 4, 2025 [7] - **AudioCodes Ltd (NASDAQ:AUDC)**: - Dividend Yield: 4.16% - Barclays analyst Ryan Macwilliams maintained an Underweight rating, increasing the price target from $9 to $10 [7] - Needham analyst Ryan Koontz maintained a Buy rating, raising the price target from $11 to $12.5 [7] - Posted upbeat third-quarter earnings on Nov. 4, 2025 [7]

Core Insights - Home Depot is set to release its third-quarter earnings results, with analysts expecting earnings of $3.83 per share, an increase from $3.67 per share in the same period last year [1] - The anticipated quarterly revenue for Home Depot is $41.12 billion, up from $40.22 billion a year earlier [1] Analyst Downgrade - Stifel analyst W. Andrew Carter downgraded Home Depot from Buy to Hold and reduced the price target from $440 to $370 [2] - The downgrade comes amid discussions about the company's dividend potential, which currently stands at an annual yield of 2.54% [2] Dividend Insights - Home Depot's quarterly dividend is $2.30 per share, translating to an annual dividend of $9.20 [2] - To generate $500 monthly from dividends, an investment of approximately $236,259 or around 652 shares is required, while $100 monthly would need about $47,107 or 130 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on stock price changes [3] Price Action - Home Depot's shares fell by 1.6%, closing at $362.36 on Friday [4]

Core Insights - CubeSmart, a real estate investment trust, reported Q3 2025 earnings with FFO of $0.65, meeting expectations, while revenues of $285.08 million exceeded the consensus estimate of $281.65 million [2] - The company maintains a dividend yield of 5.58%, having paid $2.08 per share in dividends over the last 12 months [1][2] - For the full year 2025, CubeSmart estimates EPS to be between $1.46 and $1.50, and FFO per share between $2.56 and $2.60 [3] Financial Performance - The stock price of CubeSmart has fluctuated between $34.24 and $50.70 over the past 52 weeks [1] - The CEO noted that coastal and urban markets performed strongly, while sunbelt properties faced trade-offs between rate and occupancy [3] Dividend Insights - To earn $100 per month from CubeSmart dividends, an investment of approximately $21,505 is required, based on the current dividend yield [4][5] - The calculation for dividend yield is based on annual dividend payments divided by the stock's current price, which can fluctuate over time [5][6]

Core Insights - The article discusses two ETFs, Schwab U.S. Dividend Equity ETF and SPDR Portfolio S&P 500 High Dividend ETF, which together provide a strong income stream and potential for dividend growth [2][10]. ETF Overview - Schwab U.S. Dividend Equity ETF focuses on 100 stocks that have increased dividends for at least a decade, excluding REITs, and uses a market-cap-weighted system [3][5]. - SPDR Portfolio S&P 500 High Dividend ETF invests in the 80 highest-yielding stocks in the S&P 500, employing an equal-weight methodology [6][7]. Performance Metrics - Schwab U.S. Dividend Equity ETF has a current yield of 3.8% and an expense ratio of 0.06% [4][5]. - SPDR Portfolio S&P 500 High Dividend ETF has a yield of 4.4% and an expense ratio of 0.07% [4][9]. Investment Strategy - Combining both ETFs allows investors to cover a broader range of dividend opportunities, as Schwab U.S. Dividend Equity ETF avoids REITs while SPDR Portfolio S&P 500 High Dividend ETF includes them [10][11]. - A 50/50 split between the two ETFs can help achieve a target yield of approximately 4% for dividend investors [11].

Core Insights - Helmerich & Payne, Inc. is set to release its fourth-quarter earnings results on November 17, with analysts predicting earnings of 26 cents per share, a significant decrease from 76 cents per share in the same quarter last year [1] - The expected quarterly revenue for Helmerich & Payne is $973.08 million, up from $693.79 million a year earlier [1] Analyst Ratings and Price Target - Citigroup analyst Scott Gruber has maintained a Neutral rating on Helmerich & Payne and raised the price target from $17 to $26 [2] - The company currently offers an annual dividend yield of 3.71%, translating to a quarterly dividend of 25 cents per share, or $1.00 annually [2] Dividend Strategy - To achieve a monthly income of $500 from dividends, an investment of approximately $161,880 or around 6,000 shares is required, while a more modest goal of $100 per month would need an investment of $32,376 or about 1,200 shares [2] - The dividend yield is calculated by dividing the annual dividend payment by the stock's current price, which can fluctuate based on changes in stock price and dividend payments [3][4] Stock Performance - Shares of Helmerich & Payne increased by 1.4%, closing at $26.98 [4]

Core Insights - Conagra Brands, Inc. (CAG) is recognized for its attractive dividend yield, yet the stock has experienced a significant decline, raising questions among investors about the underlying reasons for this drop [1] Company Analysis - The stock chart of Conagra Brands presents a concerning trend, indicating a classic scenario of stock price decline [1] - The company has been under scrutiny due to its performance, which may suggest potential mispricing in the market that could be explored for investment opportunities [1]