DHT Holdings (DHT) is trading at a new 15-year high. Shares are up 41% over the past 52 weeks. DHT trade is expected to grow revenue and earnings growth and pays a dividend yielding a generous 4.7% yield. Analyst sentiment is robust with multiple “Strong Buy” ratings and price targets up to $18.00, although some see the stock as overvalued. Today’s Featured Stock Valued at $2.49 billion, DHT Holdings (DHT) operates a fleet of double-hull crude oil tankers on international routes. DHT’s modern f ...

Few leadership changes move markets instantly, but The Kroger Company’s (KR) latest decision did exactly that. On Feb. 9, its stock went up 3.9% as the company announced the appointment of former Walmart (WMT) executive Greg Foran as chief executive, ending a year-long search after Rodney McMullen’s ouster last March. Foran brings a proven turnaround pedigree. He served as CEO of Air New Zealand Limited (ANZLY) for nearly five years until October 2025 and previously led Walmart’s U.S. operations from 201 ...

Gold hit fresh record highs in 2025, and that has made it a lot more relevant for income investors. According to Statista, gold prices rallied by more than 50% through October 2025, which is the strongest annual gain since 1979, as the metal pushed past $4,000 per troy ounce with ongoing geopolitical uncertainty and continued monetary easing by the U.S. Federal Reserve. Forecasts for 2026 still point to gold averaging above $4,000 per ounce, and some analysts think it could get close to $5,000 at some poin ...

Core Viewpoint - UnitedHealth Group is facing challenges due to rising medical costs impacting its financial performance, despite offering a relatively attractive dividend yield of 3% compared to the S&P 500's average yield of 1.1% [2][8]. Financial Performance - UnitedHealth's revenue for the year reached $447.6 billion, reflecting a 12% year-over-year increase, but earnings from operations declined by 41%, totaling just under $19 billion [4]. - The company incurred significant expenses related to restructuring, workforce reductions, and a previous cyberattack, contributing to the decline in earnings [5]. Future Outlook - The company projects earnings from operations to improve to $24 billion for the upcoming year, with an expected operating cash flow of at least $18 billion, down from $19.7 billion [6]. - UnitedHealth is expected to pay approximately $8 billion in dividends over the year, which appears manageable given the anticipated cash flow and capital expenditures [7]. Dividend Safety - Current indicators suggest that UnitedHealth's dividend is safe, as the expected cash flow should cover capital expenditures of $3.8 billion and share repurchases of $2.5 billion, alongside dividend payments [7]. - Despite the attractive dividend yield, the stock has seen a decline of over 40% in the past three years, raising concerns about future growth and persistent high costs [8].

Core Viewpoint - United Parcel Service (UPS) is undergoing a turnaround, with recent quarterly earnings suggesting potential for improvement despite mixed results [1][5]. Financial Performance - In Q4 2025, UPS reported total revenue of $24.5 billion, a decline of 3.2% from $25.3 billion in Q4 2024 [4]. - Total operating earnings fell to $2.6 billion, down 12% from $2.9 billion year-over-year [4]. - Adjusted earnings per share (EPS) decreased by 13.5% to $2.38 from $2.75 in the previous year [4]. Dividend Information - UPS maintained its quarterly cash dividend at $1.64 per share, ending a 16-year streak of dividend growth [4]. - The current dividend yield stands at 6.2%, which is seen as a positive sign amidst concerns of potential cuts [7]. Future Outlook - UPS's guidance for 2026 projects revenue of $89.7 billion, surpassing analysts' estimates of $88 billion [7]. - The company anticipates an operating margin of 9.6%, translating to operating profits of $8.6 billion, a 9.3% improvement from 2025 [7]. - Long-term earnings estimates suggest EPS could reach $8.11 by 2027, with current trading at approximately 14 times forward earnings [9]. Market Reaction - Despite the lackluster performance, UPS exceeded Wall Street's expectations, which anticipated revenue of $24 billion and EPS of $2.20 [6]. - The stock price has increased from $82 to $110, indicating potential for further gains [8].

Core Insights - UnitedHealth Group experienced a significant loss of approximately $60 billion in market value following the Centers for Medicare & Medicaid Services' proposed payment rates for 2027, which were only a 0.09% increase compared to the expected 5% [1] - The company's stock plummeted 19% in one day, marking its worst performance since April 2025 [1] Financial Performance - UnitedHealth's CEO projected a decline in 2026 revenue to around $439 billion, representing a 2% decrease from 2025, marking the first revenue contraction since 1989 [4] - The company reported adjusted earnings per share (EPS) of $2.11 for the fourth quarter, slightly above estimates, but this figure excluded a significant $1.6 billion after-tax charge related to a cyberattack and restructuring costs [4] Membership Trends - UnitedHealth is facing a substantial membership decline, with projections indicating a loss of between 1.3 million and 1.4 million members in its Medicare Advantage segment this year [5] - The company anticipates total membership losses of 2.3 million to 2.8 million, including expected losses of 565,000 to 715,000 Medicaid members and declines in commercial plans [8] - Despite the membership exodus, the company is strategically focusing on sustainable members by walking away from unprofitable business and repricing plans to prioritize margin recovery over top-line growth [8] Dependency on Medicare - UnitedHealth has become increasingly reliant on Medicare for revenue growth, with Medicare revenue now more than double that of private insurance revenue [7] - This dependency has turned into a vulnerability as government rates have stagnated, impacting the company's long-term growth prospects [7]

Core Viewpoint - Oneok is recognized as a strong income stock with a current dividend yield of 5.5%, significantly higher than the S&P 500's yield of approximately 1.2% [1] Dividend Performance - Oneok recently announced a quarterly dividend payment of $1.07 per share, which represents a 4% increase from the previous level [2] - The company has a long-standing history of stable to growing dividends, having nearly doubled its dividend payment over the past decade, outperforming many peers in the pipeline industry [3] Financial Metrics - Oneok has a market capitalization of $49 billion, with a current stock price of $78.00 [4][5] - The company maintains a gross margin of 19.10% and a dividend yield of 5.28% [5] Future Dividend Growth - Oneok aims to grow its dividend by 3% to 4% annually, supported by its strong financial position and upcoming growth opportunities [5] Cash Flow Stability - The company's diversified midstream operations generate stable cash flow, underpinned by long-term contracts and government-regulated rate structures [6] Growth Strategy - Oneok has expanded significantly through large-scale acquisitions, targeting several hundred million dollars in cost savings and commercial synergies, including $250 million by 2026 [7] - The company is also engaged in organic expansion projects, including a new LPG export terminal and a large-scale natural gas pipeline, expected to provide stable cash flow by mid-2028 [8] Financial Strength - Oneok's robust financial profile allows for continued operational expansion, including bolt-on acquisitions and organic capital projects [9] - The company completed a $940 million acquisition to enhance its growth visibility [9] Income Stability - Oneok's dividend is supported by stable cash flows and a strong financial profile, positioning it well for future growth and continued high-yield payouts [10]

Taiwan Semiconductor (TSM) has been a hot stock in recent months. As the world’s largest chipmaker, TSMC serves as a foundry for some of the biggest semiconductor companies in the world, including Nvidia (NVDA), Advanced Micro Devices (AMD), Qualcomm (QCOM), and Broadcom (AVGO). Shares are off to a great start in 2026, up about 9% since the beginning of the year. But one thing that may be overlooked about TSMC is it’s burgeoning status as a dependable dividend stock. Taiwan Semiconductor just announced a ...

Group 1 - Citigroup has significantly outperformed the broader market, with a 66% increase last year, driven by one of the highest dividend yields among large-cap banks [1] - Over the last three years, Citigroup's stock has risen by 150%, outperforming the KBW Bank Invesco ETF [2] - Analysts have a consensus rating of "Moderate Buy" for Citigroup, with recent upgrades from J.P. Morgan and other brokerages raising target prices to $150, $130, and $123 [4] Group 2 - Citigroup is undergoing a turnaround strategy, which includes flattening its organizational structure, reducing bureaucracy, and cutting its workforce to lower costs [5] - The bank has exited consumer banking in several international markets, freeing up capital and consolidating into five core businesses [5] - Citigroup has received board approval to exit its remaining business in Russia, which, despite an after-tax hit of $1.1 billion, is viewed positively for its capital ratios [6]

Core Insights - Dividend stocks can provide a reliable stream of passive income, with Ford Motor Company and Pfizer being notable examples due to their high dividend yields of over 4.5% and approximately 6.9%, respectively [1][6]. Ford Motor Company - Ford has a history of inconsistent dividend payments, having cut its dividend during the Great Recession and again in 2020 due to the pandemic, but has paid dividends consistently since then, including special dividends in 2023 [3][4]. - In the first three quarters of 2025, Ford paid out about $2.4 billion in dividends while generating approximately $2.8 billion in profits, which reflects a significant year-over-year decline in profits due to various challenges [4]. - Ford generated adjusted free cash flow of $5.7 billion and is projecting an additional $2 billion to $3 billion in free cash flow for the final quarter of the year, with full-year adjusted EBIT expected to be between $6 billion and $6.5 billion [5]. Pfizer - Pfizer has faced uncertainty following its peak during the COVID-19 pandemic, where it was a major vaccine provider, but has struggled since then due to expiring patents and challenges related to its drug pipeline acquired through large acquisitions [6][7].