Core Viewpoint - Orchid Island Capital, Inc. (ORC) is expected to report second-quarter 2025 earnings on July 24, with a consensus estimate of $0.15, indicating a 266.7% year-over-year increase in earnings [1][8]. Group 1: Earnings Performance - ORC has a history of earnings surprises, outperforming the Zacks Consensus Estimate in two of the last four quarters, with an average earnings surprise of 101.39% [2]. - The consensus estimate for ORC's earnings has remained unchanged at 15 cents over the past week [2]. Group 2: Market Conditions Impacting Performance - Despite Federal Reserve interest rate cuts in 2024, mortgage rates have not significantly decreased, remaining in the mid-to-upper 6% range, which has led to growth in refinancing activities and origination volumes [3]. - A significant portion of ORC's mortgage-backed securities (MBS) holdings is expected to have experienced higher constant prepayment rates, positively impacting net premium amortization and supporting growth in interest income and average asset yield [4][8]. Group 3: Financial Metrics - The primary-secondary spread averaged 1.06% in Q2 2025, slightly down from 1.12% in Q1 2025, indicating increased market volatility [4]. - ORC is likely to have seen a decline in its book value per share due to stable primary-secondary spreads and increased mortgage rate volatility [5][8]. Group 4: Earnings Prediction Model - The current model does not predict an earnings beat for ORC, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [6][7].

Wall Street analysts expect Healthpeak (DOC) to post quarterly earnings of $0.46 per share in its upcoming report, which indicates a year-over-year increase of 2.2%. Revenues are expected to be $697.54 million, up 0.3% from the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company announces its earnings, it is essen ...

Wall Street analysts forecast that Digital Realty Trust (DLR) will report quarterly earnings of $1.74 per share in its upcoming release, pointing to a year-over-year increase of 5.5%. It is anticipated that revenues will amount to $1.44 billion, exhibiting an increase of 6.4% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial ...

Key Takeaways DLR is set to report Q2 earnings with expected year-over-year growth in revenues and FFO per share. Growing cloud and data demand may have boosted DLR's leasing activity and supported revenue generation. Analysts expect Q2 total revenues of $1.44B, up 6.4% year over year, with a stable FFO estimate at $1.74.Digital Realty Trust (DLR) is slated to report second-quarter 2025 results on July 24, after the closing bell. The quarterly results are expected to reflect year-over-year growth in both ...

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Core Viewpoint - The article discusses five monthly dividend-paying stocks with yields ranging from 5.8% to 16.3%, highlighting their potential for consistent income generation compared to traditional quarterly dividends [2][3]. Group 1: Monthly Dividend Stocks Overview - Monthly Dividend 1: Healthpeak Properties (DOC) is a healthcare REIT with a diverse portfolio of approximately 700 properties, including outpatient medical facilities, laboratories, and senior housing [5]. - Healthpeak announced a switch to monthly dividends starting in April 2025, increasing its dividend from 30 cents to 30.5 cents per share, translating to 10.17 cents monthly [6]. - The payout ratio for Healthpeak is less than 75% of projected adjusted funds from operations (AFFO) for 2025, indicating room for modest dividend growth [7]. Group 2: EPR Properties - Monthly Dividend 2: EPR Properties (EPR) focuses on experiential real estate, with a portfolio of 331 properties, including theaters and recreational facilities [9]. - Theaters account for 36% of EPR's adjusted EBITDA, benefiting from a rebound in box office revenues, with a 7.5% rent increase from AMC kicking in [10]. - EPR is experiencing improving costs of capital, allowing for potential acquisitions, although its price-to-AFFO ratio has increased from 9 to around 12 [11]. Group 3: Gladstone Commercial - Monthly Dividend 3: Gladstone Commercial (GOOD) owns 141 net-leased properties, with an overall occupancy rate of 98.4% [13]. - The company has reduced its exposure to office properties from 65% to 35% of annualized straight-line rent over the past seven years [14]. - Gladstone's monthly dividend is $1.20 annually, with FFO of $1.43 over the trailing 12 months, indicating a payout ratio of 85% [15]. Group 4: Prospect Capital - Monthly Dividend 4: Prospect Capital (PSEC) is a business development company with 114 portfolio investments across 33 industries [16]. - PSEC is currently trading at 46% of NAV, offering a yield above 16%, but has a history of dividend cuts, raising concerns about its sustainability [18]. - The company is viewed as a high-risk investment due to its declining net investment income [18]. Group 5: AGNC Investment Corp. - Monthly Dividend 5: AGNC Investment Corp. (AGNC) is a mortgage REIT with a market cap exceeding $9 billion, focusing on agency mortgage-backed securities [19][21]. - AGNC benefits from a safer investment profile due to government backing of its securities, but faces challenges with high interest rates [22]. - The company is currently trading at less than 6 times earnings estimates, with a dividend coverage ratio of approximately 90% [23].

It might be prudent to make a point of collecting a little more cash in the near future, and worry a little less about growth.Does the prospect of economic uncertainty have you rethinking your portfolio? Perhaps you'd like to collect a little more cash while the economic headwinds are blowing? It's not an unreasonable concern. Plenty of other investors are already thinking more defensively than they've felt they needed to in a while.To this end, here's a closer look at five high-yielding dividend stocks to ...

Core Viewpoint - The article highlights S&P 500 dividend stocks that have experienced significant price declines, presenting them as attractive buying opportunities for long-term investors due to their strong fundamentals and consistent dividend growth. Group 1: Overview of Dividend Stocks - Dividend stocks are powerful wealth compounders, with the S&P 500 index showing over 300% growth in the past 25 years, and total returns exceeding 550% when including reinvested dividends [1] - The article identifies 10 S&P 500 dividend stocks that are currently trading at least 10% below their all-time highs, suggesting they are good buys for long-term holding [2] Group 2: Individual Stock Analysis - **Johnson & Johnson**: Down 11.5%, yield 3.4%, generated $95 billion in free cash flow over five years, returning 60% to shareholders, and has increased dividends for 62 consecutive years [4] - **ExxonMobil**: Down 11.6%, yield 3.7%, generated $55 billion in cash flow from operations in 2024, with a 42-year streak of dividend increases, and focusing on boosting cash flows post-acquisition of Pioneer Natural Resources [5] - **Procter & Gamble**: Down 14%, yield 2.7%, restructuring operations to target mid- to high-single-digit core earnings per share growth, and has increased dividends for 69 consecutive years [6][7] - **NextEra Energy**: Down 19%, yield 3.3%, operates the largest electric utility in America and is the largest producer of wind and solar energy, with over 20 years of dividend increases [8] - **Chevron**: Down 19%, yield 4.8%, has increased dividends for 38 consecutive years, and recently acquired Hess in a $53 billion deal [10] - **American Water Works**: Down 24%, yield 2.4%, serves over 14 million customers, targeting 7% to 9% annual dividend growth [11][13] - **Realty Income**: Down 29%, yield 5.6%, pays monthly dividends and has increased them for 110 consecutive quarters, owning over 15,000 properties [14] - **Oneok**: Down 29%, yield 5%, has a network of pipelines spanning 60,000 miles, targeting 3% to 4% annual dividend growth [15] - **Nucor**: Down 30%, yield 1.7%, America's largest steel company, has increased dividends for 52 straight years, and aims to return at least 40% of earnings to shareholders [16] - **Medtronic**: Down 33%, yield 3.3%, world's largest medical device manufacturer with $33.5 billion in revenue, plans to divest its diabetes business, and is close to becoming a Dividend King [18]

Group 1 - The core idea is to create a portfolio that generates income without the need for selling assets, making retirement investing less stressful and straightforward [1] - Members of High Dividend Opportunities benefit from significant rewards during periods of negative sentiment, often caused by misunderstandings of the sector [2] - The service offers features such as a model portfolio with buy/sell alerts, preferred and baby bond portfolios, and regular market updates, emphasizing community and education [2][4] Group 2 - The service philosophy is centered around the belief that no one should invest alone, fostering a vibrant community for income investors [2] - The contributors to High Dividend Opportunities include various analysts who monitor positions closely and provide exclusive buy/sell alerts to members [4]

Group 1 - The investment approach has received over 500 five-star reviews from members, indicating high satisfaction and perceived benefits [1] - The company invests significant resources, over $100,000 annually, into researching profitable real estate investment opportunities [1] - The leader of the investing group High Yield Landlord shares real-time transactions and maintains three distinct portfolios: core, retirement, and international [2] Group 2 - Jussi Askola, the President of Leonberg Capital, is recognized for his expertise in REIT investing and has authored award-winning academic papers on the subject [2] - The investing group offers features such as buy/sell alerts and direct access to analysts for member inquiries [2]