I am currently working on a retirement portfolio article, as I have made some slight revisions to my strategy. Before I give away too much, I have looked again into the growth-to-income mix and adjusted itLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend growth, high-quality compounders, and structural investment themes. He combines big-picture macro analysis with bottom-up stock research to identify durable businesses with strong cash-flow potential. Leo also wri ...

Core Insights - Broadcom announced a 10.2% increase in its dividend to $0.65 per share alongside record fourth-quarter revenue of $18 billion [1][2] - The company's future dividend growth is heavily reliant on the continuation of the AI spending boom [2] - Broadcom has successfully raised its annual dividend from $0.19 per share in fiscal 2016 to $2.42 per share in fiscal 2025, marking a significant growth trajectory [2] Dividend Performance - Broadcom has increased its annual dividend for 15 consecutive years since initiating dividends in fiscal 2011, with the latest increase reinforcing this trend [3] - The company returned $17.5 billion to shareholders in fiscal 2025, comprising $11.1 billion in dividends and $6.4 billion in share buybacks [5] - The new quarterly dividend of $0.65 per share implies an annual dividend of $2.60 per share, resulting in a yield of approximately 0.8% [5][9] Financial Metrics - Broadcom generated $26.9 billion in free cash flow in fiscal 2025, reflecting a 39% year-over-year increase [5] - Analysts forecast free cash flow to grow from $26.9 billion in 2025 to $107 billion in 2029, while the annual dividend is projected to increase from $2.42 per share to $4.60 per share [8] - The payout ratio is expected to improve from 46% in 2025 to 20% in 2030 [8][9] Share Repurchase Program - The board approved an extension of the share repurchase program, with $7.5 billion remaining through the end of calendar year 2026 [6]

Core Viewpoint - Accenture has raised its quarterly dividend by 10.1% to $1.63 per share, despite a 41% decline in stock price over the past year, indicating a need for investors to assess the sustainability and growth potential of the dividend amidst slowing revenue growth projections [1][2]. Dividend Growth - The dividend increase from $1.48 to $1.63 reflects a disciplined capital allocation strategy, resulting in an annualized dividend of $6.22 per share, a 12.1% year-over-year increase [1]. - Over five years, Accenture's dividend has increased by 85.1%, and the ten-year growth rate is 510.8%, showcasing a long-term commitment to dividend growth [1]. Cash Flow Coverage - In fiscal 2025, Accenture generated $11.47 billion in operating cash flow, leading to a free cash flow of $10.87 billion after capital expenditures, which covered the dividend 2.94 times [1]. - The payout ratio stands at 53.8%, significantly below the typical 60-70% threshold, indicating room for future dividend growth [1]. Valuation and Market Performance - Accenture's stock trades at 20 times trailing earnings, down from a 52-week high of $383.40, with analysts suggesting a target price of $292.42, indicating a potential 30% upside [1]. - The stock has underperformed the S&P 500, which gained 14.8% over the past year, while Accenture's stock declined by 41% [1]. Strategic Positioning - Accenture has secured significant contracts, including a multi-billion dollar mandate with the U.S. Department of Veterans Affairs and a $1.4 billion task order for the Army Corps of Engineers, reinforcing its position in digital transformation [1]. - The company is also positioned in the growing AI infrastructure market through partnerships, indicating potential for future revenue growth [1]. Capital Allocation - In fiscal 2025, Accenture repurchased $4.62 billion of stock, contributing to total shareholder returns of $8.32 billion, which is approximately 71.6% of operating cash flow [1]. - The company maintains a cash reserve of $11.48 billion and has a $5 billion share buyback authorization, providing flexibility for future capital allocation [1]. Dividend Scorecard - Institutional investors continue to support Accenture, with a moderate buy rating from analysts, reflecting confidence in the company's fundamentals despite stock underperformance [2]. - The dividend is rated highly for sustainability, with a current yield of 2.6%, which is above the S&P 500 average but lower than some technology peers [2]. Future Outlook - Accenture's dividend remains secure, backed by strong cash flow and conservative payout ratios, but growth expectations are tempered by the need for revenue acceleration beyond the projected 2-5% range [2]. - The company's ability to leverage generative AI consulting revenues will be critical in offsetting weaknesses in traditional IT services spending, impacting total return potential for investors [2].

HP Inc. delivered what investors love to see: another dividend hike. But buried in the announcement was a warning that's getting lost in the celebration. The tech hardware giant recently raised its quarterly dividend to $0.30 per share, extending a streak that dates back to the company's 2015 separation. That's 10 straight years of increases, which sounds impressive until you read the fine print. While the dividend is safe for now, headwinds are mounting. Notably, rising memory costs and softness in the c ...

All investors love getting big returns from their portfolio, whether it's through stocks, bonds, ETFs, or other types of securities. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and, of course, dividends. A dividend is that coveted distribution of a company's earnings paid out to shareholders, and investors often view it by its dividend yield ...

Key Takeaways AI fears dragged major indexes lower, prompting a shift toward dividend-growth stocks.Agnico Eagle Mines projects 28% revenue growth for 2026 with 33.8% long-term EPS growth.TIM S.A. offers a 5.20% yield and 10.3% projected 2026 revenue growth. Major U.S. stock market indices tumbled on Feb. 12, 2026, as fears about AI disruption spilled into sectors, such as real estate, transportation and software. Decline across all “Magnificent Seven” heavyweights dragged the technology sector down, weighi ...

Enbridge (NYSE:ENB) Q4 2025 Earnings call February 13, 2026 09:00 AM ET Speaker7Good morning, and welcome to the Enbridge fourth quarter 2025 financial results conference call. My name is Marlon Samuel, and I am the Vice President of Investor Relations and Insurance. Joining me this morning are Greg Ebel, President and CEO, Pat Murray, EVP and Chief Financial Officer, and the heads of each of our business units: Colin Gruending, Liquids Pipelines, Matthew Akman, Gas Transmission, Michele Harradence, Gas Dis ...

Core Viewpoint - Trian CEO Nelson Peltz expressed skepticism towards index ETFs, indicating they lack a focus on individual company performance and investment quality [1]. Group 1 - Nelson Peltz, as CEO of Trian, shared insights during an interview with the Wall Street Journal, emphasizing his investment philosophy [1]. - The interview highlighted Peltz's preference for active investment strategies over passive index ETFs, which he believes do not prioritize the underlying companies [1]. - Scott Kaufman, known as Treading Softly, has over a decade of experience in the financial sector and serves as the lead analyst for Dividend Kings, focusing on high-quality dividend growth and undervalued investment opportunities [1].

Core Viewpoint - Kadant Inc. (KAI) has raised its annual dividend by 6.25% to $1.36, with a payout ratio of 15.9%, indicating a focus on growth despite a low yield of 0.4% compared to peers in the industrial sector [1] Dividend Profile: Steady Growth, Low Yield - The annual dividend of $1.36 is based on four quarterly payments of $0.34, marking a consistent increase over the past decade [1] - The payout ratio of 15.9% allows for significant reinvestment in growth initiatives, supported by an 11.3% return on equity [1] Growth Trajectory: Consistency Over Acceleration - Kadant has increased its dividend for over 10 consecutive years, with a total increase of 172% from $0.125 in 2013 to $0.34 today [1] - The 10-year compound annual growth rate (CAGR) of 9.2% surpasses inflation, although recent growth rates have moderated [1] Valuation Context: Premium Pricing for Quality - The stock trades at a trailing P/E ratio of 39.2x and a forward P/E of 33.3x, reflecting investor confidence in long-term growth [1] - Despite a 4% decline over the past year, shares have increased by 19.8% year-to-date, indicating positive market sentiment [1] Dividend Scorecard: Grade B - Strengths include a strong history of dividend growth and a low payout ratio, providing flexibility for future increases [1] - Weaknesses involve a low yield of 0.4%, which may deter income-focused investors, and recent earnings volatility with a 12.3% decline year-over-year [1] Peer Context - Kadant's dividend profile is more growth-oriented compared to mature income-focused industrials, with a historical growth rate of 9.2% that exceeds many large-cap peers [1] What Investors Should Watch - The next dividend declaration is anticipated in early May 2026, which will be a key indicator of management's confidence following Q1 2026 results [1] - The predictable payment schedule and high insider ownership (84.6%) suggest alignment between management and long-term shareholders [1]

Lowe's Dividend Scorecard: Rating the Home Improvement Giant's 2% Payout - 24/7 Wall St.[S&P 5006,876.00 -1.08%][Dow Jones49,716.20 -0.85%][Nasdaq 10024,847.60 -1.47%][Russell 20002,622.69 -1.88%][FTSE 10010,452.40 -0.65%][Nikkei 22556,991.70 -2.09%][Live Nasdaq Composite: Tech Stock Volatility Persists on Mixed Economic Signals][Investing]# Lowe's Dividend Scorecard: Rating the Home Improvement Giant's 2% Payout### Quick ReadLowe's (LOW) extended its 65-year dividend increase streak with a $1.20 per share ...