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%

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.

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%

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%

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:

P/E Ratio=Earnings per share / Market value per share​

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:

Dividend Payout Ratio=Net Income / Dividends Paid​

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:

Free Cash Flow Payout Ratio = (Free Cash Flow / Dividends Paid)​×100

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

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.

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Dividend Stocks

Dividend Income

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.

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.

Stocks that will give you peace in your retirement

  Portfolio Update - January 2021

Today I am going to share the status of my portfolio at the end of January 2021. My plan is to gradually invest in the stocks that pay dividends and increase the dividends in every year. Investing in dividend stocks is kind of boring but it will help your wealth grow effectively with time with less risk compared to non-dividend paying stocks. They perform good when the market foes to bear mode. Because I am young so I have decide to invest 20% of my invest into aggressive stocks and in the cryptos. I invest a small portion in non-dividend paying stocks like Amazon (AMZN), Google (GOOG), Tesla (TSLA) etc. I also invest a small percentage in the cryptos. I mostly invest in Bitcoin and Ehteruem. Other notable cryptos that I am invested in is Binance Coin (BNB), Chainlink (LINK), Crypto.com (CRO), and VeChain (VET). Recently I have sold some of the cryptos to take profit. Currently I am only buying USDC. These risky positions will help me to build my wealth faster than the dividend paying stocks considering my age. When I will be close to my retirement I can sell these positions and will be able to buy a lot of dividend paying stocks for the retirement income. The table below shows my current portfolio distribution:

The following pie chart also shows my portfolio and you can see that currently Apple (AAPL) is my largest holding followed by Vanguard High Yield (VYM), The Home Depot (HD). The two ETFs that I am holding they are actually from my retirement fund. 

The sector distribution of my portfolio is shown in the following pie chart. I have selected the sectors based on Yahoo Finance. Currently my highest percentage of portfolio are in the tech sector as they are performing superbly for the last few years. My next two largest holdings are in the healthcare and ETFs. 

The following tree-map shows the sectors that I am holding the most and also the shares under each sector. I like the tree-maps as it helps to understand the portfolio much better. I am holding the most in the tech sector followed by the healthcare.

I also keep updated my portfolio in TipRanks where I can track my overall gain of my capital since I started to invest in 2017. So far my capital gain is 84.89% and my Sharpe ratio is 2.28. I am ranked among the top 15% of the total investor in the website.

My 12 month return (TTM) is 13.29% and the last 6 months return is 11.99%. I am investing for longer term. I have no intention to sell them unless if I need for any emergency.

The table below shows the dividends that I have received in January 2021. I have received only $23 because I have sold a good number of stocks to purchase my first home. However, I have purchased KMB, MRK, and PPL recently. So my income at this period of the quarter will increase. 

On average I am currently earning around $110 monthly in dividends totaling $1329 a year. If I continue to invest regularly then it will keep growing and the companies will keep increasing their dividends every year. This will compound the income and after few years I will start to see snowball effect. This is the magic of investing in dividend paying stocks.

The following table shows the detailed performance of my portfolio. The current price in the table is based on the price on January 31st 2021. In the table, I have shared my current positions, annual income through dividends, total received dividends from each company so far, cost basis, YOC, current yield, and finally the total gain or loss including the dividend income. My top 5 performers in terms of gain are AAPL (216%), MSFT (179%), MA (114%), CAT (86%), and STOR (85%). I am only loosing in CVX (-1.84%) and recently purchased C (-3.37%). The total gain of my current holdings are 48%. 

The following tree-map shows my gains in every sector under each stock. I have a huge gain in the tech, consumer, industrial, and financial sectors. In the tech I have big gain in AAPL and MSFT. In the consumer sector I have gain mostly in SBUX and HD. In the industrial sector I have big gain in CAT stock. I am also gaining a lot in MA, V, STOR, and PG.

Stocks that will generate passive incomes - Portfolio update December 2020

Portfolio Update - December 2020

   

Today I am going to share the status of my portfolio at the end of December 2020. I invest in dividend paying stocks mostly, however I also invest a small portion in non-dividend paying stocks like Amazon (AMZN), Google (GOOG), Facebook (FB) etc. I also invest in cryptos but not at this price. I am selling to take a huge profit. I will use those money to buy stocks. The following table shows my current portfolio distribution:

The following pie chart also shows my portfolio and you can see that currently Apple (AAPL) is my largest holdings followed by the Vanguard High Yield (VYM), and Abbvie (ABBV). I added AAPL in 2018 and after that the price skyrocketed. That is why it is my largest holdings. VYM is part of my retirement fund. 

 

The sector distribution of my portfolio is shown in the following pie chart. I have selected the sectors based on Yahoo Finance. Currently my highest position is in the tech sector followed by the healthcare, and consumer cyclical. In the tech sector, the prices of AAPL, MSFT, and TXN rose sharply that's why percentage in the tech sector on the top.

The following treemap shows the sectors that I am holding the most and also the shares under each sector. I like the tree maps. It helps to understand the portfolio much better. I am holding the most in the tech sector followed by the healthcare.

I always keep track my portfolio on the Tipranks website and the figures below compares my portfolio with the S&P 500 in the last 12 years. In the recent months my portfolio is performing similar to S&P 500.

My performance as a portfolio manager is also impressive. At the end of December 2020, I was ranked 6,720 out of 51,587 investors in tip ranks which is at the top 13%. My portfolio has gained 89% since 2017. My sharpe ratio is 2.41 while the average ratio is 1.35.

My 12 months return (TTM) is 15.77% and the last 6 month return was 19.79%. All of my investments are for a longer term. So it will only grow with time.

The table below shows the dividends that I received in December 2020. I have done DRIP of all the dividends that I received. I have received $168.68 in dividends in the last month.

    The following table shows the detailed performance of my portfolio. The current price in the table is based on the price on December 31st 2020. In the table, I have shared my current positions, annual income through dividends, total received dividends from each company so far, cost basis, YOC, current yield, and finally the total gain or loss including the dividend income. My top 5 performers based on gain so far are AAPL (218%), MSFT (168%), MA (141%), STOR (102%), and V (100%). The only stock that I am in loss is CVX (-2.9%). However, if I look for long term then energy sector has good potential to move up.

    The following treemap shows my gains in every sector under each stock. I have a huge gain in the tech and financial sectors. In tech I am gaining in Apple (AAPL) and Microsoft (MSFT). In the consumer sector I am gaining mostly from Starbux (SBUX), in the financial sector Mastercard (MA) and Visa (V), in the industrial sector its Caterpiller (CAT), in Procter & gamble (PG) in the consumer defensive sector, Store Capital (STOR) in the REITs, and in the health sector I am gaining mostly in Abbvie (ABBV) and Bristol Myers Squib (BMY).