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Organon & Co. Investors: Please contact the Portnoy Law Firm to recover your losses. July 22, 2025 Deadline to file Lead Plaintiff Motion
GlobeNewswire News Room· 2025-06-30 21:00
Investors can contact the law firm at no cost to learn more about recovering their losses LOS ANGELES, June 30, 2025 (GLOBE NEWSWIRE) -- The Portnoy Law Firm advises Organon & Co. ("Organon" or the "Company") (NYSE: OGN) investors of a class action representing investors that bought securities between October 31, 2024 to April 30, 2025, inclusive (the "Class Period"). Organon investors have until July 22, 2025 to file a lead plaintiff motion. Investors are encouraged to contact attorney Lesley F. Portnoy, b ...
Ares Commercial Real Estate: Fear-Based Pricing Creates Opportunity (Upgrade)
Seeking Alpha· 2025-06-24 15:13
Ares Commercial Real Estate Corporation (NYSE: ACRE ) experienced a substantial deterioration in its dividend coverage and loan performance last year which triggered two dividend cuts, the latest one cutting the dividend down by a whopping 40% to $0.15 per share perA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest ...
3 Dividend Stocks With High but Shaky Yields That Are Probably Going to Get Cut
The Motley Fool· 2025-06-12 16:33
Group 1: Guggenheim Strategic Opportunities Fund - The fund has maintained monthly distributions for over a decade but has not covered its net investment income for the last seven years, leading to a decline in its net asset value (NAV) [2][3] - The fund's NAV currently stands at $11.50, and it has increased leverage to boost investment income, which is not a sustainable strategy [3][4] - The market is pricing the fund at a 28.5% premium to its NAV, indicating a potential mispricing [4] Group 2: Whirlpool - Whirlpool is positioned to benefit from U.S. tariffs and the administration's support for American manufacturing, particularly against Asian competitors [5] - The company faces challenges from a weak housing market, which affects discretionary appliance sales, crucial for its earnings [6] - Whirlpool's annual dividend consumes $390 million in cash, while expected free cash flow (FCF) for 2025 is projected between $500 million and $600 million [9] - The company has $1.85 billion in debt maturing in 2025 and plans to refinance $700 million, but this could be jeopardized if earnings guidance is missed [10] Group 3: UPS - UPS's dividend may be at risk, and cutting it could enhance the company's investment potential [11] - The company initially estimated generating $5.7 billion in FCF while paying $5.5 billion in dividends, but guidance has become uncertain due to economic impacts from tariffs [11][12] - UPS is intentionally reducing lower-margin Amazon delivery volumes, which could further affect its financial outlook [12] - A dividend cut could allow UPS to allocate more earnings towards investments that improve return on equity (RoE) [13][15]
OGN CLASS ACTION: Invest in Organon & Co.? Contact BFA Law about the Pending Securities Fraud Class Action to Potentially Recover Losses (NYSE:OGN)
GlobeNewswire News Room· 2025-06-12 12:16
NEW YORK, June 12, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Organon & Co. (NYSE: OGN) and certain of the Company’s senior executives for potential violations of the federal securities laws. If you invested in Organon you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/organon-co-class-action. Investors have until July 22, 2025, to ask the Court to be appointed to lea ...
Don't Get Caught: 2 High-Yield Stocks Likely Nearing Dividend Cut
Seeking Alpha· 2025-06-10 13:15
When the tariffs got announced and seeing how the market responded, my immediate thought was that we will soon see many dividend cuts across the board.Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of ...
Here's Why UPS Should Cut Its Dividend
The Motley Fool· 2025-05-24 08:33
Core Viewpoint - There is a strong case for UPS to consider cutting its dividend to better support cash flow generation and capitalize on growth opportunities [1][4][15] Financial Considerations - UPS's management previously projected $5.7 billion in free cash flow (FCF) for 2025, while the dividend payment is estimated at $5.5 billion, alongside $1 billion planned for share buybacks [2] - The potential inability to cover the dividend with FCF raises concerns, especially if management resorts to debt financing for dividends, which may not be financially prudent [3][12] Strategic Growth Initiatives - UPS is focusing on repurposing its network to handle higher-margin deliveries, which involves sacrificing some revenue for increased profitability [8][10] - The company is making strategic acquisitions in the healthcare sector, including a $1.6 billion deal for Andlauer Healthcare, to enhance its logistics capabilities [10][11] Return on Equity and Investment - By cutting the dividend, UPS could redirect resources towards investments that improve return on equity (RoE) and overall productivity [12][15] - Management aims to double healthcare revenue from $10 billion in 2023 to $20 billion by 2026, partly through acquisitions [13] Market Perception - A decision to cut the dividend could positively influence market expectations regarding UPS's long-term growth prospects, alleviating concerns over dividend sustainability [16]
An Identifiable Inflection Point For REITs
Seeking Alpha· 2025-05-15 06:15
We have traded, analyzed and watched REITs every day for decades (13 years personally and over 30 years for 2nd Market Capital) and in so doing we have noticed a consistent source of mispricing: Dividend cut announcements. Specifically, dividend cuts consistently have the same reaction in the market regardless of the circumstances around them. The REIT share price plummets on the news. The source of opportunity here is that not all cuts are equally bad. There is a huge gap between the following: Forced to ...
Easterly Government Properties: Bear Thesis Is Running Dry
Seeking Alpha· 2025-05-09 20:51
As I am submitting this article, Easterly Government Properties (NYSE:DEA) is trading at just over $20 (intraday 5/9/25). I intend to demonstrate this price to be ridiculously low relative to the stream of cash flows ahead. At this price, DEA has the following yields: 13.6% CAD yield (Cash available for distribution) 14.5% core FFO yield (Core Funds from Operations) 8.9% dividend yield 4.7% retained cash flow yield The Buy Thesis DEA’s market price has collapsed beyond reason from a non-fundamental reacti ...
BCE Makes It Official: Why The 56% Dividend Cut Is Good News (Rating Upgrade)
Seeking Alpha· 2025-05-08 18:08
BCE Inc. (TSX: BCE:CA ) (NYSE: BCE ) has finally done the inevitable and cut its dividend , slashing the annual payout by 56% to $1.75 per share. It's a positive move, but is it enough to get people excitedAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Se ...