Key Points Tractor Supply's modest payout ratio leaves room for continued dividend increases even as the company continues investing in growth and new stores. Recent results show growth reaccelerating. The company has ambitious long-term financial targets. 10 stocks we like better than Tractor Supply › Tractor Supply (NASDAQ: TSCO) has been on my radar for years as one of the best-run retailers serving rural and hobby-farming customers. Today, the stock offers a solid dividend yield, even as the c ...

Welltower (WELL) is a $135 billion REIT focused on senior housing, healthcare, and outpatient facilities. Shares have strong technical momentum and are trading at a new all-time high. WELL stock is up 45% in the past year and over 50% in the year to date. Analyst sentiment is mostly positive, with multiple “Buy” ratings and price targets up to $246. Today’s Featured Stock Valued at $135 billion, Welltower (WELL) is a real estate investment trust (REIT) that is engaged in investments with senior ...

HF Sinclair (DINO) stands out with strong technical momentum and recently set new 52-week highs. Shares maintain a 100% “Buy” opinion from Barchart. DINO has gained 32.44% over the past year and nearly 60% in the year to date. Fundamentals are solid with a 3.6% dividend yield and projected earnings growth of 380%. Today’s Featured Stock Valued at $10.33 billion, HF Sinclair (DINO) is an energy company which produces and markets light products such as gasoline, diesel fuel, jet fuel, renewable d ...

A handful of problems have dragged this American icon's stock into the mud.The alcohol industry is going through what might be its most challenging time in recent history.Shares of just about every notable alcohol stock are down, including Brown-Forman Corp. (BF.B 1.69%)(BF.A 1.83%). The company, most famous for its Jack Daniel's brand of American whiskey, has tumbled a whopping 66% from its high.Despite the stock's poor performance, Brown-Forman still shows significant promise moving forward. The company i ...

Agnico-Eagle Mines (AEM) shares have more than doubled this year, thanks to the stellar rise in gold prices (GCZ25). While gold prices took a breather and briefly fell below $4,000 per ounce, they have since returned above the psychological price level. Higher gold prices have meant a free cash flow bonanza for gold miners, which they are invariably using to either deleverage their balance sheets or increase shareholder payouts through higher share buybacks and dividends. Recently, Barrick Gold (B) announ ...

Core Viewpoint - Procter & Gamble (P&G) is highlighted as a strong dividend stock for risk-averse investors, boasting a 2.8% dividend yield and a long history of dividend increases, with a forecast of $10 billion in dividends for fiscal 2026 [2][3]. Group 1: Financial Performance and Dividend Strategy - P&G plans to pay $10 billion in dividends and repurchase $5 billion in stock in fiscal 2026, demonstrating its strong cash flow generation capabilities [3]. - The company is forecasting diluted earnings per share growth of 3% to 9% and organic sales growth of 1% to 5% for fiscal 2026, despite facing industry challenges [4]. - P&G's market capitalization stands at $351 billion, with a current stock price of $150.37, reflecting a price-to-earnings ratio of 23.3 times fiscal 2025 diluted earnings per share [6][15]. Group 2: Market Position and Competitive Advantages - P&G maintains a competitive edge through its efficient supply chain and diversified brand portfolio, allowing it to perform well even in challenging market conditions [6][11]. - The company is experiencing growth in its skin and personal care segment, particularly in regions outside North America, such as Greater China and Latin America [7]. - P&G's Olay brand has shown strong performance, appealing to consumers seeking quality at more affordable prices compared to luxury alternatives [9][10]. Group 3: Industry Context and Challenges - The consumer staples sector, including P&G, is facing slowing sales growth and challenges in passing cost pressures to consumers, with many peers experiencing negative sales growth [4]. - Despite these challenges, P&G's operating margins remain industry-leading, showcasing its efficiency and ability to leverage size for profitability [12].

Core Viewpoint - Tractor Supply is showing signs of returning to double-digit earnings growth, supported by recent positive performance and optimistic management outlook for 2026 [2][3][15] Financial Performance - In Q3, comparable store sales increased by 3.9% year-over-year, with transaction count up 2.7% and average ticket rising by 1.2%, leading to net sales of $3.72 billion, a 7.2% increase [6][14] - The company plans for Q4 comparable sales growth between 1% and 5%, indicating potential for sustained momentum [7][16] - The long-term financial algorithm targets net sales growth of 6% to 8%, comparable sales growth of 3% to 5%, and operating margin between 10% and 10.5% [10][12] Growth Strategy - Management expects to open around 100 new stores in 2026, following the opening of approximately 90 new stores this year, which will support overall revenue growth [12] - The company is also focusing on strategic investments to enhance transaction strength and average ticket size [9] Capital Returns - In Q3, Tractor Supply returned $197.3 million to shareholders through dividends of $121.9 million and stock repurchases of $75.4 million, while also funding growth initiatives [14] - The dividend yield is approximately 1.7%, and the company is well-positioned to maintain its dividend amidst growth plans [11][13] Market Outlook - The company is optimistic about 2026, expecting a return to a more normalized growth cadence, which could lead to earnings-per-share growth approaching double digits [3][15] - The fourth quarter's performance is highly dependent on weather conditions, but even the lower end of the sales growth range suggests year-over-year revenue growth [16]

Group 1 - McDonald's Corporation (NYSE:MCD) is recognized as one of the 13 most undervalued dividend stocks to buy according to Wall Street analysts [1] - Mizuho initiated coverage of McDonald's with a Neutral rating and a price target of $300, highlighting an "aggressive value strategy" aimed at improving traffic trends, but cautioning that this may limit US margin visibility [2] - McDonald's announced a 5% increase in its quarterly dividend to $1.86 per share, extending its dividend growth streak to 49 consecutive years, positioning it one year away from becoming a Dividend King [2] Group 2 - The current dividend yield for McDonald's is 2.46% as of October 29 [2] - Mizuho believes the stock's current valuation accurately reflects the dynamics of its aggressive strategy [2]

Core Viewpoint - Kimberly-Clark Corp (NASDAQ: KMB) is highlighted as a top trending stock due to its resilience in economic downturns and attractive valuation metrics, despite a decline in stock price over the past year [1]. Company Summary - Kimberly-Clark produces essential consumer products such as Kleenex, Huggies, and various toilet paper brands, including Scott and Cottonelle [1]. - The stock has decreased by 20% over the last 52 weeks and 9% year-to-date, trading at approximately 16.5 times earnings [1]. - The company offers a dividend yield of 4.2%, making it appealing for investors seeking income [1]. Market Context - The current market sentiment is cautious, with a preference for stocks that have not significantly appreciated in value, as indicated by the CEO of Gilman Hill Asset Management [1]. - The demand for Kimberly-Clark's products is expected to remain stable, providing a level of economic insensitivity that is attractive for investment during uncertain times [1].

Core Viewpoint - UnitedHealth Group has faced significant challenges in 2025, with a 28% decline in stock price and rising costs impacting earnings, yet it maintains a strong health insurance business and a reliable dividend growth history [4][5][11]. Financial Performance - UnitedHealth generated $21.3 billion in profit over the trailing 12 months, with a payout ratio of 37%, indicating room for continued dividend payments and potential increases [5]. - The stock is currently trading at a price-to-earnings multiple of 15, providing a margin of safety for investors [14]. Dividend Information - The company raised its quarterly dividend by $0.11 to $2.21, reflecting a more than 5% increase, which is a key factor for income-focused investors [9]. - The current dividend yield stands at 2.5%, significantly higher than the S&P 500 average of less than 1.2% [11]. Cost and Utilization Trends - Rising costs are attributed to inflation and increased utilization rates as healthcare procedures return to pre-pandemic levels, with the medical care ratio rising to 89.4% from 82.5% in 2019 [6]. - The company is focused on cost management, which is expected to lower the medical care ratio over time [6]. Market Position - UnitedHealth plays a vital role in the healthcare industry, insuring over 50 million people, and is considered a strong long-term investment despite current challenges [13].