Core Insights - Investors can construct a portfolio that allows for monthly dividend payouts by strategically selecting stocks that pay dividends in different months [1][11] - A combination of Coca-Cola (KO), Caterpillar (CAT), and McDonald's (MCD) provides the necessary blend for this monthly income strategy [2][12] Coca-Cola (KO) - Coca-Cola's shares increased following better-than-expected results, with analysts revising EPS expectations upward, except for a minor downward revision for the next quarterly release [3] - The adjusted EPS grew by 5% to $0.77, and the company gained market share in the nonalcoholic ready-to-drink beverage sector [4] - Coca-Cola is part of the Dividend Aristocrats group, indicating strong dividend reliability [4] Caterpillar (CAT) - Caterpillar is recognized as the world's largest construction equipment manufacturer and is also a member of the Dividend Aristocrats group [5] - The current dividend yield is 1.4%, with a notable five-year annualized dividend growth rate of 7.9% [5] McDonald's (MCD) - McDonald's has seen modest increases in EPS expectations from analysts, indicating positive near-term share performance [9] - The current dividend yield for McDonald's is 2.5%, with a payout ratio of 61% of earnings and a five-year annualized dividend growth rate of 8.4% [10]

As the calendar turns to the second half of the year, some investors may be looking to boost their passive income streams from dividend-paying stocks at compelling valuations. Devon Energy (DVN -1.53%), APA (APA -0.59%), and McDonald's (MCD -0.19%) are down between 9% and 39% from their 52-week highs at the time of this writing. Here's what makes these dividend stocks stand out in July. Devon Energy's dividend is safer than you think. Lee Samaha (Devon Energy): Sentiment toward energy stocks and oil has shi ...

Core Insights - McDonald's Corp. operates over 43,000 restaurants in more than 100 countries, serving 70 million customers daily [1] Company Overview - The company is widely recognized for its iconic yellow "M" sign [1] - McDonald's is a significant player in the fast-food industry with a vast global presence [1] Customer Engagement - The company serves approximately 70 million customers every day, indicating a strong customer base and brand loyalty [1]

Core Viewpoint - The article highlights the importance of dividend-paying stocks as a strategy for investors to enhance returns amid macroeconomic uncertainties, featuring three specific stocks recommended by top Wall Street analysts. Group 1: McDonald's (MCD) - McDonald's offers a quarterly dividend of $1.77 per share, resulting in an annualized dividend of $7.08 per share and a dividend yield of 2.4% [3] - The company has increased its annual dividend for 49 consecutive years, positioning itself to become a dividend king [3] - Jefferies analyst Andy Barish has reiterated a buy rating on McDonald's with a price target of $360, citing near-term acceleration in U.S. same-store sales and medium-term unit growth as key drivers [4][5] - Barish also noted improved international same-store sales, benefiting from McDonald's value proposition and competitive advantages in size, scale, and advertising [5][6] - The analyst expects global unit growth to accelerate to 4% to 5% and highlighted the company's strong free cash flow generation to support dividends and share repurchases [6] Group 2: EPR Properties (EPR) - EPR Properties, a REIT focused on experiential properties, recently increased its monthly dividend by 3.5% to $0.295 per share, resulting in an annualized dividend of $3.54 per share and a dividend yield of 6.2% [8] - Stifel analyst Simon Yarmak upgraded EPR to buy from hold, raising the price target to $65 from $52, citing improvements in the cost of capital and potential for external growth [9] - Yarmak noted that EPR's weighted average cost of capital has improved to about 7.85% from nearly 9.3%, enabling the company to pursue acquisitions [11] - The analyst expects continued improvement in the theatre industry fundamentals to enhance EPR's earnings over the coming years [12] Group 3: Halliburton (HAL) - Halliburton offers a quarterly dividend of 17 cents per share, leading to an annualized dividend of 68 cents per share and a dividend yield of 3.3% [14] - Goldman Sachs analyst Neil Mehta reaffirmed a buy rating on Halliburton with a price target of $24, highlighting that about 60% of HAL's revenue comes from international markets, providing resilience [15][16] - Management anticipates growth from unconventional completion opportunities and market share growth in directional drilling, which could enhance margins and support strong free cash flow [17] - Despite expected pricing softness in North America, Halliburton aims to maintain a premium due to its differentiated technology and long-term contracts [18]

At a time when the headlines are filled with worries about slowing consumer spending and sales dips, we believe the McDonald’s (NYSE: MCD ) story is being misunderstood.Analyst’s Disclosure: I/we have a beneficial long position in the shares of MCD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is m ...

Group 1 - McDonald's is a legendary company with 70 years of restaurant experience and millions of customers globally [1] - The company operates more than 43,000 restaurants worldwide, making it one of the most effective franchising businesses [1]

McDonald's Corporation (MCD) is slated to release first-quarter 2025 results on May 1, before the opening bell. In the last reported quarter, the company's earnings were in line with the Zacks Consensus Estimate. MCD's Trend in Estimate Revision The Zacks Consensus Estimate for first-quarter earnings per share (EPS) has declined to $2.64 from $2.65 in the past seven days. The estimated figure indicates a 2.2% drop from the year-ago EPS of $2.70. The consensus mark for revenues is pegged at $6.08 billion, in ...