Core Insights - Seeking Alpha is recognized as a popular platform for dividend investors to research and select funds or equities that meet their income and appreciation needs [1] Group 1 - The Schwab U.S. Dividend Equity ETF is highlighted as a significant investment option for value investors [1] - The author has a background in private credit and commercial real estate mezzanine financing, indicating a strong foundation in financial analysis [1] - The author has experience working with top commercial real estate developers, which may provide valuable insights into market trends and investment opportunities [1]

Group 1 - Berkshire Hathaway, led by Warren Buffett, holds positions in over 40 publicly traded companies, with six being components of the Dow Jones Industrial Average [1] - Four out of five of Berkshire's largest holdings are Dow stocks: Apple, American Express, Coca-Cola, and Chevron [1] - Berkshire's public equity portfolio is valued at approximately $302 billion, with its property and casualty insurance businesses considered even more valuable [4] Group 2 - Visa is the largest among the major credit card companies in terms of market capitalization and transaction volume, benefiting from a network effect that encourages more merchants to accept Visa [5] - Visa converts nearly half of its revenue into free cash flow, indicating high operational efficiency [6] - Visa operates a capital-light business model, partnering with financial institutions to issue cards, thus avoiding credit risk and the obligation to pay user rewards [7][8] Group 3 - Visa has a predictable runway for future growth, recently rewarding shareholders with over $22 billion in stock buybacks and dividends [9] - In contrast, American Express spends more than double on cardmember perks than it collects in annual fees, highlighting a different financial strategy [10]

Core Viewpoint - The article discusses a selection of stocks with high dividend yields that are currently viewed unfavorably by Wall Street analysts, suggesting potential investment opportunities in these "hated" stocks. Group 1: Real Estate Investment Trusts (REITs) - National Storage Affiliates Trust (NSA) has a yield of 7.9% and operates 1,069 properties across 37 states and Puerto Rico, benefiting from a recession-resistant business model, although it is currently facing a 20% pullback in performance [3][4] - NSA's recent quarter showed declines in earnings, core FFO, same store net operating income, and occupancy, reflecting broader challenges in the self-storage sector rather than unique issues for NSA [3][4] - Alexander's (ALX) has an 8.5% yield and is highly concentrated, with 60% of its revenues coming from tenant Bloomberg. The company is in discussions for loan restructuring after failing to repay a $300 million loan [5][6] - Despite challenges, ALX has shown double-digit total returns in 2025, outperforming the broader real estate sector, but Wall Street remains skeptical due to dividend concerns [7] Group 2: Talent Solutions and Consulting - Robert Half (RHI) has a yield of 9.0% and operates in contract talent solutions, permanent placement, and consulting services. The company has seen its stock price drop 80% since its peak in 2022, leading to more Sell and Hold ratings than Buys [10][11] - The decline in RHI's stock is attributed to a post-COVID hiring moderation, with significant job losses reported, although the company believes the impact of AI on its business is overstated [12][13] - RHI's earnings are expected to drop by 45% this year, raising concerns about dividend coverage as the payout is projected to exceed earnings through at least the end of 2026 [14] Group 3: Crafting and Creativity Platform - Cricut (CRCT) boasts a high yield of 20.6% and operates as a creativity platform, offering machines and software for crafting. The company initiated a new semiannual dividend program despite declining profits [16][17] - The stock has seen a significant decline, leading to a yield increase above 20%, with analysts recommending selling the stock [19] - Despite a loyal user base and expected profit growth of over 20% in 2025, Cricut faces challenges with flat or declining revenues projected in the coming years, particularly if economic conditions affect holiday shopping [20][21]

Core Points - Telephone and Data Systems, Inc. (TDS) has declared dividends for the fourth quarter of 2025 on its Common Shares, Series A Common Shares, Series UU Preferred Shares, and Series VV Preferred Shares [1][5]. Company Overview - TDS was founded in 1969 and provides broadband services and wireless infrastructure through its subsidiaries, TDS Telecom and Array Digital Infrastructure, Inc. [2][3]. Dividend Details - TDS will pay a quarterly dividend of $0.04 per Common Share and Series A Common Share, payable on December 30, 2025, to holders of record on December 15, 2025 [5]. - The company will also pay a quarterly dividend of $414.0625 per share on its 6.625% Series UU Preferred shares, with holders of depositary shares receiving $0.4140625 per depositary share, also payable on December 30, 2025 [5]. - Additionally, TDS will pay a quarterly dividend of $375.0000 per share on its 6.000% Series VV Preferred shares, with holders of depositary shares receiving $0.3750000 per depositary share, payable on the same date [5].

Core Points - Extra Space Storage Inc. declared a fourth quarter 2025 dividend of $1.62 per share, payable on December 31, 2025, to stockholders of record as of December 15, 2025 [1] Company Overview - Extra Space Storage Inc. is headquartered in Salt Lake City and operates as a fully integrated, self-administered, and self-managed real estate investment trust, being a member of the S&P 500 [1] - As of September 30, 2025, the company owned and/or operated 4,238 self-storage properties, comprising approximately 2.9 million units and about 326.9 million square feet of rentable storage space [1] - The company is the largest operator of self-storage properties in the United States, offering a wide selection of conveniently located and secure storage units, including boat storage, RV storage, and business storage [1]

Core Insights - Danaher Corporation's third-quarter 2025 adjusted earnings of $1.89 per share exceeded the Zacks Consensus Estimate of $1.71, marking a 10.5% year-over-year increase [3] - The company reported net sales of $6.05 billion, surpassing the consensus estimate of $6.00 billion, with a year-over-year growth of 4.5% [3] - The overall core sales increased by 3% year over year, with foreign-currency translations contributing positively by 1.5% [4] Segment Performance - Life Sciences segment revenues reached $1.79 billion, a 0.5% increase year over year, although core sales decreased by 1% [5] - Diagnostics segment revenues totaled $2.46 billion, up 4% year over year, with core sales increasing by 3.5% [6] - Biotechnology segment revenues were $1.80 billion, reflecting a 9% year-over-year increase, with core sales rising by 6.5% [7] Margin and Profitability - Danaher's cost of sales rose by 5.5% year over year to $2.53 billion, while gross profit increased by 3.6% to $3.52 billion, resulting in a gross margin of 58.2% [8] - Operating profit surged by 20.5% year over year to $1.15 billion, with the operating margin expanding to 19.1% from 16.5% [9] Balance Sheet and Cash Flow - At the end of the third quarter, Danaher had cash and equivalents of $1.53 billion, down from $2.08 billion at the end of 2024, while long-term debt increased to $16.8 billion [10] - The company generated net cash of $4.30 billion from operating activities in the first nine months of 2025, a decrease from $4.67 billion in the previous year [11] Future Outlook - For the fourth quarter, Danaher anticipates adjusted core sales from continuing operations to grow in the low single digits year over year, with adjusted earnings expected to be between $7.70 and $7.80 per share [12] - Estimates for the stock have trended downward, with a consensus estimate shift of -9.79% over the past month [13] Investment Scores - Danaher currently holds a subpar Growth Score of D and a Momentum Score of F, with an aggregate VGM Score of F, indicating it is in the bottom 40% for value investors [14]

Financial Performance - Rosneft PJSC 计划支付自 2020 年疫情以来的最低中期股息 [1] Market Trends and Industry Dynamics - 原油价格下跌、卢布走强以及美国即将实施的制裁对 Rosneft PJSC 造成影响 [1]

Core Points - Oakworth Capital Inc. declared an annual dividend of $0.45 per common share, payable on January 15, 2026, to shareholders of record as of December 15, 2025 [1] Company Overview - Oakworth Capital Inc. operates as the bank holding company for Oakworth Capital Bank, founded in 2008, with four offices in the Southeast, including its headquarters in Birmingham, Alabama [2] - The company provides commercial and private banking, wealth management, and advisory services across the United States [2] Performance Metrics - Oakworth has been recognized among American Banker's "Best Banks to Work for" for nine consecutive years, achieving the top position for six of those years and ranking 2 most recently [3] - The company's 2024 average Net Promoter Score (NPS) was 94, with a client retention rate of 95% [3] - As of September 30, 2025, Oakworth reported total assets of $1.9 billion, gross loans of $1.5 billion, deposits of $1.7 billion, and wealth and trust assets under management totaling $2.6 billion [3]

Core Points - Katahdin Bankshares Corp. has declared a cash dividend of $0.2025 per share for Q4 2025, payable on December 22, 2025, to shareholders of record as of December 15, 2025 [1] - This dividend represents a 15.7% increase compared to the fourth-quarter dividend from the previous year [1] Company Overview - Katahdin Bankshares Corp. is the parent company of Katahdin Trust Company, a community bank founded in 1918, based in Houlton, Maine, with 16 locations and over $1.09 billion in assets [2] - The common stock of Katahdin Bankshares Corp. is quoted on the OTC Markets (OTCQX) under the symbol KTHN [2]

Core Points - WesBanco, Inc. has declared a quarterly cash dividend of $0.5326 per depositary share on its 7.375% Non-Cumulative Perpetual Preferred Stock, Series B, for the period from September 17, 2025, to January 1, 2026 [1] - The cash dividend is payable on January 1, 2026, to shareholders of record on December 15, 2025 [1] Company Overview - WesBanco, Inc. is a diversified, multi-state bank holding company with over 150 years of experience in community-focused financial services [2] - The company has total assets of $27.5 billion, with $7.7 billion in Trust and Investment Services assets under management and $2.6 billion in securities account values as of September 30, 2025 [2]