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Verizon's Fall Built Its Case: High Yield, 9x Earnings, And Patience Pays
Seeking Alpha· 2025-09-30 12:29
Core Viewpoint - Verizon Communications is being considered as an attractive investment opportunity for income-focused investors, particularly as the market enters a rate cut cycle, making its dividends appealing for a Buy rating [1]. Group 1: Investment Thesis - The analysis emphasizes the potential of Verizon's lucrative dividends as a key factor for investment consideration [1]. - The author has extensive experience in quantitative research, financial modeling, and risk management, which supports the credibility of the investment thesis [1]. Group 2: Research Approach - The research combines rigorous risk management with a long-term perspective on value creation, focusing on macroeconomic trends, corporate earnings, and financial statement analysis [1]. - The collaboration between the author and their research partner aims to deliver high-quality, data-driven insights for investors [1].
Dividend Growth Continues as 3 Big Stocks Raise Payouts
MarketBeat· 2025-09-30 12:11
Core Viewpoint - Texas Instruments, T-Mobile US, and Target have all announced dividend increases, providing positive news for income investors [1] Group 1: Texas Instruments - Texas Instruments announced a quarterly dividend of $1.42 per share, marking a 4% increase from the previous payout [2] - The company's dividend yield is now 2.97%, with a payout ratio of 99.63% and a history of 21 consecutive years of dividend increases [2][3] - Despite its strong dividend yield, Texas Instruments has underperformed compared to its industry, with a five-year total return of 54% compared to 185% for the iShares Semiconductor ETF [4] Group 2: T-Mobile US - T-Mobile announced a significant 16% increase in its quarterly dividend to $1.02 per share, raising its yield to approximately 1.7% [6] - The dividend increase coincides with a leadership change, as Srini Gopalan will replace Mike Sievert as CEO on Nov. 1 [7] - Under Sievert's leadership, T-Mobile's shares have provided a total return of over 180%, adding more than $150 billion in market capitalization [8] Group 3: Target - Target declared a new quarterly dividend of $1.14, reflecting a modest 1.8% increase, resulting in a yield of approximately 5.2% [9][10] - The company has a dividend payout ratio of 53.15% and a long history of 54 years of dividend increases [9] - Target is undergoing a leadership transition, with Michael Fiddelke set to succeed Brian Cornell on Feb. 1, 2026, amid a total return of just 109% since Cornell took over [11] Group 4: Capital Returns - All three companies are demonstrating a commitment to returning capital to shareholders, with T-Mobile's increase being particularly notable [13]
Verizon in talks to buy EchoStar wireless spectrum, Bloomberg News reports
Reuters· 2025-09-29 22:45
U.S. telecom company Verizon Communications is in discussions with EchoStar about purchasing some of its wireless spectrum, Bloomberg News reported on Monday, citing people familiar with the matter. ...
CAC 40 Flat In Lackluster Trade
RTTNews· 2025-09-29 11:36
French stocks are turning in a mixed performance in lackluster trade on Monday amid a lack of triggers. Investors are mostly cautious, looking ahead to some crucial economic data later in the week.Luxury stocks are finding some support.The benchmark CAC 40, moving between 7,872.29 and 7,901.23, was up 2.89 points or 0.04% at 7,873.57 a few minutes ago. Kering, STMicroElectronics, EssilorLuxottica, Hermes International, Eurofins Scientific, Stellantis and LVMH are gaining 1.1 to 1.8%.Thales is up nearly 1%. ...
3 Defensive Stocks to Own if Market Highs Don’t Last
The Smart Investor· 2025-09-29 09:30
The Straits Times Index (SGX: ^STI) has slipped below the 4,300 mark, after spending most of September above this level.When volatility strikes, an income investor can look to defensive stocks that have stable earnings and dividends.Here are three defensive Singapore blue-chips you can consider, namely Singapore Exchange or SGX, Singapore Technologies Engineering or STE, and Singapore Telecommunications or Singtel.Singapore Exchange (SGX: S68) SGX is Singapore’s sole stock exchange operator. The group enjoy ...
EQS-CMS: freenet AG: Release of a capital market information
Markets.Businessinsider.Com· 2025-09-29 09:14
EQS Post-admission Duties announcement: freenet AG / Notification in accordance with Art. 5 Para. 1 lit. b and Para. 3 of Regulation (EC) 596/2014 (MAR) and Art. 2 Para. 2 and 3 of Delegated Regulation (EC) 2016/1052 – 17th Interim Reportfreenet AG: Release of a capital market information 29.09.2025 / 11:14 CET/CESTDissemination of a Post-admission Duties announcement transmitted by EQS News - a service of EQS Group.The issuer is solely responsible for the content of this announcement.Notification in accord ...
Stock markets bounce back in early trade after falling sharply last week
The Hindu· 2025-09-29 04:42
Equity benchmark indices Sensex and Nifty rebounded in early trade on Monday (September 29, 2025) after registering a sharp fall last week, amid value-buying at lower levels and a firm trend in global markets.The 30-share BSE Sensex climbed 255.46 points to 80,681.92 in early trade. The 50-share NSE Nifty went up by 89.05 points to 24,743.75.From the Sensex firms, Bharat Electronics, Eternal, Tata Steel, Tata Motors, Titan and Mahindra & Mahindra were among the major gainers.However, Hindustan Unilever, ...
3 Ultra-High-Yield Dividend Stocks That Won't Keep You Up at Night
The Motley Fool· 2025-09-27 08:44
Core Viewpoint - The article highlights three ultra-high-yield dividend stocks that are considered reliable and likely to continue paying and growing their dividends, providing reassurance to income investors. Group 1: Enbridge - Enbridge offers a forward dividend yield of approximately 5.4% and has increased its dividend for 30 consecutive years, indicating strong dividend reliability [3][6] - About 75% of Enbridge's total revenue comes from its pipelines and midstream operations, which have minimal exposure to volatile commodity prices [4] - Enbridge is the largest natural gas utility in North America, delivering 9.3 billion cubic feet of natural gas to 7 million customers daily, enhancing the safety of its dividends [5] - The company has demonstrated reliable distributable cash flow during turbulent periods, including the financial crisis and the COVID-19 pandemic [6] Group 2: Realty Income - Realty Income has a dividend yield of 5.4% and has also increased its dividend for 30 consecutive years, similar to Enbridge [7] - Realty Income pays dividends monthly and is structured as a real estate investment trust (REIT), which must distribute at least 90% of its income as dividends to avoid federal income taxes [8] - The company has delivered a compound annual total return of 13.5% since its listing in 1994 and has shown positive operational returns for 29 consecutive years [9] - Realty Income owns over 15,600 properties across 91 industries, providing impressive stability through a diversified portfolio [10] - The total addressable market for net lease properties is estimated at $14 trillion, with Europe accounting for $8.5 trillion, presenting solid growth prospects for Realty Income [11] Group 3: Verizon Communications - Verizon Communications offers a dividend yield of 6.4% and has increased its dividend payout for 19 consecutive years [12] - Despite intense competition in the wireless services market, Verizon has maintained strong performance, posting the highest revenue in the industry in Q2 2025 [13] - The company has the most broadband and mobile customers and has been recognized for having the top-ranked network in the nation [13] - The high cost of building infrastructure for wireless services makes it unlikely for new entrants to disrupt the market [14] - Verizon's guidance for free cash flow this year is $20 billion, providing ample coverage for its dividend payments [15]
AT&T snaps six straight sessions of losses (NYSE:T)
Seeking Alpha· 2025-09-26 20:01
AT&T (NYSE:T) shares snapped six straight sessions of losses, as the stock closed marginally higher at $28.31 on Friday. The telecom provider lost over 3% in the preceding six sessions. The stock has gained nearly 25% so far this year, compared to the 12% rise in ...
Comcast Leverages AI to Restore Service Faster When Commercial Power Outages Impact Customers
Businesswire· 2025-09-26 16:31
PHILADELPHIA--(BUSINESS WIRE)--With hurricane season underway, Comcast has deployed a groundbreaking technology developed to help restore Internet service faster during commercial power outages. First trialed during the 2024 hurricane season and now deployed nationwide across its footprint, this technology enables Comcast to boost storm recovery effectiveness by fifty percent in impacted regions, using artificial intelligence (AI) and machine learning (ML) to identify mass outages and their cau. ...