Showing posts with label dividend growth. Show all posts
Showing posts with label dividend growth. Show all posts

Saturday, March 1, 2025

62 companies raised its dividends last week. Here are the companies with the raise, growth year, and 5 year dividend CAGR

A comprehensive chart highlights the dividend increases announced by various companies between February 24, 2025, and February 28, 2025. This data offers valuable insights for investors tracking dividend growth and long-term performance.


Home Depot (HD) announced a 2.2% increase in its quarterly dividend on February 25, 2025, raising it from $2.25 per share to $2.30 per share. This adjustment results in an annual dividend of $9.20 per share, payable on March 27, 2025, to shareholders of record on March 13, 2025. This marks the 152nd consecutive quarter that Home Depot has paid a cash dividend, underscoring its long-standing commitment to returning value to shareholders. The company has also increased its dividend annually for 16 consecutive years, earning it recognition as a "dividend achiever."The 2.2% increase is relatively modest compared to some of Home Depot’s historical raises, such as the 7.7% boost in the previous year (2024). However, it aligns with the company’s cautious outlook for fiscal 2025, as it navigates challenges like high interest rates, sluggish home sales, and macroeconomic pressures affecting consumer spending on home improvement projects.

Domino's Pizza announced a 15.2% increase in its quarterly dividend on February 24, 2025, raising it from $1.51 per share to $1.74 per share. This marks the 12th consecutive year of dividend increases for the company.This increase came alongside the release of Domino’s Q4 2024 financial results, which reported earnings per share (EPS) of $4.89 (missing the estimate of $4.92) and revenue of $1.44 billion (missing the estimate of $1.48 billion). Despite the earnings miss, the dividend hike demonstrates the company’s confidence in its financial stability and commitment to returning value to shareholders.For dividend growth investors, Domino’s Pizza remains an attractive option due to its consistent history of increases, low payout ratio, and strong cash flow generation. However, the low yield (1.51%) may not appeal to income-focused investors seeking higher immediate returns. The recent 15.2% hike, combined with the stock’s price drop post-earnings, could present a buying opportunity for long-term investors, but they should monitor the company’s ability to navigate economic challenges and sustain growth.


The TJX Companies, Inc. (TJX) has announced a notable 13% increase in its quarterly dividend, raising it to $0.425 per share. This decision, announced in late February 2025, reflects the company’s strong financial performance and confidence in its ongoing growth.TJX reported strong fourth-quarter results for Fiscal Year 2025 (ending February 2025), with sales of $16.4 billion and earnings per share (EPS) of $1.23, both exceeding expectations. Comparable store sales grew by 5%, and the pretax profit margin reached 11.6%, indicating robust operational performance. This financial strength likely underpins the decision to raise the dividend and plan for a share buyback program of $2–$2.5 billion for Fiscal Year 2026.

Macy's declared a quarterly dividend of $0.1737 per share, payable on January 2, 2025, to shareholders of record as of December 13, 2024. This represents a slight increase from its prior quarterly dividend of $0.1654 per share, marking a 5.02% rise over the last twelve months as of late 2024.









Saturday, February 22, 2025

60 companies increased their dividends, the companies with dividend raises, 5-year dividend CAGR, and dividend growth year

Last week, 60 companies increased their dividends and 2 companies cut their dividends. The following tables list the companies with their dividend changes, years of growth, and 5-year dividend CAGR.


Ticker Raise %
LUGDF  50
MLI         25
AGM 18.8
DHR 18.5
FSS         16.7
SGI         15.4
FIX         14.3
JXN         14.3
FBSI 14.3
DX         13.3
VMI 13.3
WMT 13
OLED 12.5
BNT 12.5
TXRH 11.5
WSO 11.1
MBIN 11.1
TOLWF 11.1
LAMR 10.7
SHW 10.5
GIL         10.2
WM         10
MFC 10
TMO 10
KBR 10
CEG 10
AGO 9.7
RS         9.1
DVN 9.1
OXY 9.1
HCKT 9.1
TAC 8.3
ALSN 8
DD         7.9
ADI         7.6
AGM 7.1
SFDL 7.1
SAP         6.8
SCI         6.7
ZEUS 6.7
UFPI 6.1
BYD 5.9
PEBK 5.3
PLD 5.2
PRGO 5.1
CNS 5.1
GEI         4.9
ESS         4.9
CFFI 4.5
JFWV 4.2
AESI 4.2
OBT 4
CDP 3.4
CHMG 3.2
GPC 3
CWEN 1.7
O         1.5
UBCP 1.4
HASI 1.2
NTR 0.9
GNK -25
XRX -50



Friday, February 7, 2025

This week 73 companies raised and 1 cut their dividends.

 This week 73 companies raised and 1 company cut its dividends. The following companies are:


PriceSmart, Inc. PSMT
Ameren Corp AEE
Ametek Inc AME
ITT Inc ITT
Victory Capital Holdings Inc VCTR
Principal Financial Group Inc PFG
Westinghouse Air Brake Technologies Corp WAB
Allegion PLC ALLE
Camden Property Trust CPT
Alpine Income Property Trust Inc PINE
WK Kellogg Co KLG
Exponent Inc EXPO
Monolithic Power Systems Inc MPWR
Expedia Group Inc EXPE
Alliancebernstein Holding LP AB
CMS Energy Corp CMS
Tradeweb Markets Inc TW
Equity LifeStyle Properties Inc ELS
First Industrial Realty Trust Inc FR
Rexford Industrial Realty Inc REXR
PC Connection Inc CNXN
Cognizant Technology Solutions Corp CTSH
Marketaxess Holdings Inc MKTX
Moelis & Co MC
Viper Energy Inc VNOM
InterDigital Inc IDCC
CME Group Inc CME
Intercontinental Exchange Inc ICE
Yum! Brands, Inc. YUM
Yum China Holdings Inc YUMC
United Parcel Service Inc UPS
Century Communities Inc CCS
Renaissancere Holdings Ltd RNR
AvalonBay Communities Inc AVB
Csg Systems International Inc CSGS
Kemper Corp KMPR
New York Times Co NYT
American Assets Trust, Inc AAT
Amdocs Ltd DOX
Prudential Financial Inc PRU
Old Dominion Freight Line Inc ODFL
Trane Technologies PLC TT
Ares Management Corp ARES
Equinor ASA EQNR
3M Co MMM
Otter Tail Corp OTTR
Xylem Inc XYL
FirstService Corp FSV
Archer-Daniels-Midland Co ADM
Herc Holdings Inc HRI
Morris State Bancshares Inc MBLU
Graphic Packaging Holding Company GPK
PepsiCo Inc PEP
United States Lime & Minerals Inc USLM
Healthpeak Properties Inc DOC
Woodward, Inc.Common Stock WWD
Kforce Inc KFRC
First National Bank Alaska FBAK
International Bancshares Corp IBOC
PB Financial Corp PBNC
First Business Financial Services Inc FBIZ
Standard Motor Products Inc SMP
Brookfield Renewable Corp BEPC
Magnolia Oil & Gas Corp MGY
Cincinnati Financial Corp CINF
Commerce Bancshares Inc CBSH
GATX Corp GATX
River City Bank Ord Shs RCBC
Great-West Lifeco GWO.CA
TotalEnergies SE TTE
Powell Industries Inc POWL
TMX Group Ltd TMXXF
Patrick Industries Inc PATK

Saturday, January 25, 2025

Companies that raised or planned to raise dividends last week (01/20/25 to 01/24/25)

 Dividend increase post: 01/20/25 to 01/24/25

The following companies either increased or planned to increase their dividends last week: 

$USCB +100%
$OAKV +35%
$CMHF +33%
$GE +30%
$MGYR +20%
$MTYFF +17.9%
$AXP +17.2%
$AMAL +16.7%
$AYI +13.3%
$HXL +13.3%
$FBP +12.5%
$BY +11.1%
$WTFC +11.1%
$RBCAA +10.8%
$MNAT +10.7%
$HBT +10.5%
$CADE +10%
$HCA +9.1%
$PNFP +9.1%
$CDRE +8.6%
$NRG +8%
$HARL +6.5%
$CIVB +6.3%
$CSHX +5.9%
$NI +5.7%
$LNT +5.7%
$ELV +4.9%
$CHE.UN +4.5%
$HFWA +4.3%
$BSRR +4.2%
$EBTC +4.2%
$BKH +4%
$OKE +4%
$MOG.A +4%
$FSBW +3.7%
$MBWM +2.8%
$JBHT +2.3%
$CBAN +2.2%
$OGS +1.5%
$APD +1.1%
$DKL +0.5%


Saturday, January 11, 2025

The companies that raised their dividends from 01/06/2025 to 1/10/2025


The companies that raised their dividends last week:
$EPD Enterprise Products Partners LP: 1.9%
$APOG Apogee Enterprises Inc: 4%
$STAG Stag Industrial Inc: 0.7%
$IBCP Independent Bank Corp: 8%
$JEF Jefferies Financial Group Inc: 14.3%
$PFBC Preferred Bank: 7.1%
$RPRX Royalty Pharma plc: 5%
$PAA Plains All American Pipeline: 19.7%
$ALPIB Alpine Banks of Colorado: 5%
$ACI Albertsons Companies Inc: 25%
$MDRR Medalist Diversified REIT: 8.3%
$ACO.Y Atco Ltd Class II: 3%
$MFI:CA Maple Leaf Foods: 9.1%


Enterprise Products Partners L.P. (EPD) was highlighted in a recent analysis as one of the best dividend stocks to buy under $50, showcasing strong financial performance with a revenue increase of nearly 15% in Q3 2024.

Apogee Enterprises, Inc. (APOG) recently announced a cash dividend of $0.25 with an ex-date of May 20, 2024, indicating its commitment to returning value to shareholders.

STAG Industrial, Inc. (STAG) increased its monthly common stock dividend to $0.124167 per share, reflecting a positive outlook on its financial stability and growth in the industrial REIT sector.


Saturday, January 4, 2025

The companies that increased their dividends from 12/30/24 to 1/3/25

 Urbana Corp (URB) increased its dividend by 8.3%, reflecting their fifth consecutive dividend hike, showcasing a strong commitment to shareholder returns.

Bank OZK (OZK) raised its dividend by 2.4%, which aligns with its historical performance of providing consistent dividends, as noted in its investor relations information.

Alamo Group Inc (ALG) boosted its dividend by 15.4%, demonstrating its commitment to long-term value for shareholders as part of their capital allocation strategy

The following stocks increased their dividends last week:

$URB Urbana Corp: +8.3%
$OZK Bank Ozk: +2.4%
$ALG Alamo Group Inc: +15.4%
$PFBC Preferred Bank: +7.1%



Sunday, June 23, 2024

This animal healthcare stocks is fairly valued

Zoetis is the largest global animal health company, holding a significant market share. Its strong brand recognition and extensive portfolio of products for livestock and pets give it a competitive edge. Zoetis has demonstrated strong and consistent financial performance, with steady revenue and profit growth. This stability is attractive for long-term investors seeking reliable returns. Zoetis offers a wide range of products including vaccines, medicines, diagnostics, and genetic tests for both livestock and companion animals. This diversification helps mitigate risk and ensures multiple revenue streams. The pet care market has been growing steadily, driven by increasing pet ownership and higher spending on pet health and wellness. Zoetis is well-positioned to benefit from this trend with its extensive range of pet health products. Zoetis invests heavily in research and development, continuously bringing new and innovative products to market. This focus on innovation helps maintain its competitive edge and drives future growth. Zoetis has a strong international presence and continues to expand into new markets, particularly in emerging economies where demand for animal health products is increasing. The company has a history of strategic acquisitions that enhance its product offerings and market reach. These acquisitions help drive growth and improve the company's competitive position. Zoetis is committed to sustainable business practices, which can enhance its reputation and appeal to socially responsible investors. This includes efforts in environmental sustainability and ethical animal treatment. The animal health industry tends to be more resilient during economic downturns compared to other sectors, as spending on animal health is often considered essential. This stability can provide a buffer against economic volatility. Zoetis has a strong and experienced management team with a clear vision for long-term growth and value creation. Effective leadership is crucial for navigating challenges and capitalizing on opportunities.

$ZTS - Zoestis, an animal healthcare company looks fairly valued. 

PE ratio: 29.65

Dividend Payout ratio: 29.98%

FCF payout ratio: 49.29%

5 yr revenue CAGR: +7.96%

5 yr EPS CAGR: +11.41%

5 yr FCF CAGR: +3.18%

5 yr dividend CAGR: +24.37%

FCF yield: 2.05%

FCF margin: 18.94%

12 months Analyst avg. price target: $209.33 (22.35% upside)


$ZTS: Since 2010, the EPS has been growing by double digits.

5 yr EPS CAGR: +11.41%

10 yr EPS CAGR: +17.53%

EPS growth forecast for 

2024: +14.82% (19 analysts)

2025: +10.67% (19 analysts)

2026: +9.71% (14 analysts)


$ZTS: Since 2010, the revenue has been growing.

5 yr revenue CAGR: +7.96%

10 yr revenue CAGR: +6.48%

Revenue growth forecast for

2024: +8.19% (19 analysts)

2025: +6.17% (19 analysts)

2026: +6.61% (14 analysts)


$ZTS - The net income has been growing by double digits. 5 yr net income CAGR: +10.42% 10 yr net income CAGR: +16.61% Net income is increasing while the outstanding shares are decreasing which indicates a positive financial trend for the company, leading to an increase in EPS and share buybacks.



$ZTS - The debt-to-equity is dropping fast.


$ZTS - so far is an outstanding dividend grower. 5 yr dividend CAGR: +24.37% 10 yr dividend CAGR: +22.63% Dividend Payout ratio: 29.98% FCF payout ratio: 49.29%



Saturday, May 18, 2024

AMAT - Applied Materials a good stock to buy

 $AMAT- Applied Materials is looking like a good stock to buy.


Its current PE is 25.71. This is a good value for a tech stock.

The Price to Earnings (P/E) ratio is a financial metric used to evaluate the relative value of a company’s shares. It is calculated by dividing the market value per share by the earnings per share (EPS). Here’s the formula:

This ratio can give you an idea of what the market is willing to pay for a company’s earnings. A higher P/E ratio might indicate that the market expects future growth in earnings, while a lower P/E ratio could suggest that the stock is undervalued or that the company’s growth prospects are not as strong.

Dividend payout ratio: 19.39%.

The Dividend Payout Ratio is a financial metric that measures the percentage of a company’s net income that is distributed to shareholders in the form of dividends. It’s an indicator of how much money a company is returning to shareholders, versus how much it is retaining to reinvest in the business, pay off debt, or add to cash reserves.

The formula to calculate the Dividend Payout Ratio is:

Free cash flow payout ratio: 17.70%

The Free Cash Flow Payout Ratio is a financial metric that compares the dividends a company pays out to its shareholders to the free cash flow it generates. This ratio is particularly useful for investors who are interested in the sustainability of a company’s dividend payments. It can be calculated using the following formula:

A lower ratio suggests that a company is using a smaller portion of its free cash flow to pay dividends, which may indicate a more sustainable dividend policy. Conversely, a higher ratio could mean that a company is returning most of its free cash flow to shareholders, which might not be sustainable in the long term

Free Cashflow yield: 4.26%

Free cash flow margin: 28.63%

ROIC: 31.04%

ROE: 41.04%

Debt-to-equity: 0.34

$AMAT - Applied Materials has consistently demonstrated growth in revenue over the years. The revenue has been growing since 2013. Its 5-year revenue growth CAGR is 8.98%


$AMAT - Applied Materials, Inc. has demonstrated strong free cash flow performance over the years. Its 5-yr free cashflow CAGR is 23.68%


$AMAT - Applied Materials continues to reward its shareholders with steady dividend payments and growth. Its 5 year dividend CAGR is 11.75%.


$AMAT - Applied materials companies' outstanding share numbers keep dropping while the net income keeps going up which means the EPS will increase.


When a company’s outstanding shares decrease while net income increases, it has several implications:

  1. Earnings Per Share (EPS) Impact: EPS, which represents profit per share, tends to rise. Since net income is divided among fewer shares, each share “owns” a larger portion of the profit.

  2. Positive Signal: Investors often view this as a positive sign. It suggests that the company is efficiently managing its capital structure and returning value to shareholders through buybacks or other means




Sunday, July 2, 2023

Recent Dividend Increases

 Recently Kroger’s $KR raises the dividend by 11.5%. The yield is 2.5%, PE is 14.46, and the payout ratio is 32.6%.

General Mills’ $GIS raises the dividend by 9.3%. The yield is 2.82%, PE is 18.09, and the payout ratio is 50.94%.

Goldman Sachs raises the dividend by 10%. The FWD yield is 3.1%, PE is 10.65, and the payout ratio is 33.01%. 5 yr CAGR is 26.81%, A great dividend growth company.

Saturday, November 12, 2022

My projected dividend growth since 2017


    Hello all, I am sharing my projected yearly income form dividends. I have started to invest in 2017. Since then I am investing in dividend paying stocks. The advantage of dividend investing is that I will have yearly income from my investment which I am reinvesting to grow my wealth and every company increase their dividends yearly. So more yearly income, more stocks, and more dividends.


    The above figure shows my current yearly income from dividends. In 2017, I had no income from dividends and now in 5 years I am earning $2,408 yearly. 


    The above figure shows how my income increased since 2017. There is a big drop in 2020 as I had to sell some shares to finance my first home. 


    The above chart shows my dividend income monthly in the last 5 years. You can clearly see that my income is keep increasing yearly. The simplest rule is to reinvest the dividends and keep addning more stocks monthly.


    The above figure shows my quarterly income since 2018. In 2018, I was earning only $100 per quarter and in 2022 I am earning more than $400 quarterly which is more than 4 times.

Sunday, June 5, 2022

Dividend Income Update May 2022

 Dividend Update May 2022


Hello Guys, today I am sharing the total amount of dividends I that I have received in May 2022. Currently, I am maintaining four different portfolios. My main portfolio is dividend paying stocks as my focus is in dividend paying stocks only. I also maintain a non-dividend paying stocks with massive growth. I invest in AMZN, GOOG, FB, NVDA, and TSLA. My third portfolio is the crypto currencies. Currently it got hammered but in the last year I have got enough profit from the cryptos. I have gradually started to buy cryptos again. My plan is to hold all the stocks for longer time. After my retirement I will sell all the non-dividend paying stocks and will invest those money to buy only dividend paying stocks to get a good monthly income during my retirement. In May, I was active in the market as I have added $SBUX, $JPM and $MPW in my dividend portfolio. In my non-dividend portfolio I have sold out $TWTR and with that money I have added $GOOG, $AMZN, and $NVDA. The table below shows the dividends I have received in May.


In the last month, I have received $122.5 in dividends. I have received $39 from $ABBV followed by $VZ ($14), $BMY ($14), $APPL ($14), and $T ($12). I used to received a big amount of dividends from $T but unfortunately they have slashed the dividends 50%. In the coming months I will add $SBUX and $JPM stocks. 

The next chart shows monthly dividend track sheet in a year. It helps me to understand how my dividends are being distributed monthly.

The chart and the table below summarizes my dividend distribution in the portfolio. The most percentages of dividends I am receiving are from the ETFs (SCHD and VYM). From individual stocks, I am receiving dividends from ABBV, JNJ, MMM, UL, PEP, HD etc.  


The table below shows the detailed distribution of my total dividends.


The dividends that I have received in May, did the DRIP for all of them. The following chart shows how my dividends are growing with time.


The chart below shows the average dividend income and the average amount of dividends received monthly. You will see that my dividend income is increasing with time (red color). 


The chart below shows the comparison of my monthly dividends on a yearly basis. The dividends are growing every year as I am adding new stocks and each company is increasing dividends on an avg of 6-7% a year. If I keep investing for longer run, just think about how much money this portfolio will generate. All you need is the patience. 


The next chart shows the total amount of dividends received in each quarter and compares the total amount of dividends with the previous years. 


On yield basis, the current yield of my overall portfolio is 2.53% while my YOC is 3.49%. The increase in YOC is because of the increase in dividends by each company. This yield only increase with time unless a company cuts the dividend. So it is very important to invest in only great companies. The current yield is dependent with he market. In bull market the yield drops while in the bear market the yield goes up.


The following curve shows the YOC and the current yield comparison with time. The YOC is gradually increasing as the companies are increasing their dividends annually.