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Universal Corporation: Tobacco Leader Offers Compelling 6.4% Dividend Yield
Seeking Alpha· 2024-02-22 03:12
Alexandr Screaghin /iStock via Getty Images Universal Corporation (NYSE:UVV) reported its latest quarterly result, highlighted by steady growth and profitability. The company, recognized as the world's largest supplier of raw tobacco leaf, has benefited from strong pricing, helping to balance ongoing industry headwinds on the volume side. The attraction here is that even as cigarette sales are down globally, the rise of smokeless tobacco products including vaporizers and oral nicotine pouches has worked ...
Altria Presents as Part of the Consumer Analyst Group of New York Conference; Reaffirms 2024 Full-Year Earnings Guidance
Businesswire· 2024-02-22 01:00
RICHMOND, Va.--(BUSINESS WIRE)--Altria Group, Inc. (Altria) (NYSE: MO) is participating in the Consumer Analyst Group of New York Conference in Boca Raton, Florida today. Billy Gifford, Altria’s Chief Executive Officer, and Sal Mancuso, Altria’s Executive Vice President and Chief Financial Officer, will highlight our exciting progress toward our Vision, discuss how our traditional tobacco businesses continue to support our strategies and provide more detail on our long-term growth aspirations. “I’m confi ...
Why I Won't Touch This Nearly 10% Yielding Dividend Stock With a 10-Foot Pole
The Motley Fool· 2024-02-15 21:05
公司股息政策 - Altria Group提供了非常诱人的股息,其9.7%的股息率远高于标普500指数的1.4%[3] - 公司去年向股东返还了78亿美元现金,其中68亿美元用于支付股息,10亿美元用于股票回购,同时公司资产负债表非常稳健,杠杆率接近目标水平[4] - 公司的主要优先事项是稳定增长股息,去年公司通过制定新的渐进政策,成功将股息提高了4.3%,延续了54年的年度股息增长纪录[5] 公司香烟以外投资 - 尽管Altria支付了非常慷慨且稳步增长的股息,但个人无法支持一个主要收入来自销售香烟的公司,同时公司在香烟以外的投资并未带来预期的增长[6] - 公司投资了大量资金用于收购香烟以外的公司,但其中一些高调投资并未取得成功,如对JUUL的投资导致股东资本损失[7] - 公司在香烟以外的投资并未带来太多增长,去年收入仅增长了2.3%,今年预计增长率为1%至4%,如果公司无法加速增长,最终将无法继续增加股息[10] 公司财务状况 - 公司目前的股息支付比率较高(占调整后收益的79%),随着支付比率的上升,公司将留下更少现金用于回购股票、偿还债务和资助新投资[11] - 尽管公司目前的资产负债表状况良好,但未来通过债务融资进行扩张可能会削弱其财务状况,如果再次进行大额亏损交易,公司可能需要削减股息以强化资产负债表[12]
Altria: Q4 Results Show This Dividend King Can Still Double Your Money Every 7 Years
Seeking Alpha· 2024-02-13 04:53
Anton Petrus/Moment via Getty Images Altria (NYSE:MO) is a "Dividend King" and there are only about 55 companies that currently qualify for this title. To make this list, a company needs to have at least 50 years of consecutive dividend increases. Altria has a 54-year history of consecutive dividend increases. The company has been able to do this in spite of major regulations and in spite of declines in tobacco usage, which is impressive. The tobacco industry has consistently been able to make up for re ...
3 Value Stocks to Buy at 52-Week Low in February
InvestorPlace· 2024-02-08 06:44
In the face of persistent market challenges, savvy investors focus on value stocks. Despite the headwinds of political uncertainty, inflationary pressures and the Federal Reserve’s looming decisions, analysts maintain a cautiously optimistic outlook, predicting a heartening ascent in the market’s trajectory, particularly in the back end of 2024. Amid this cautiously optimistic landscape, the allure of value stocks shines brightly, offering a prudent path for those looking to capitalize on underappreciated g ...
Is a Dividend Cut Coming for This 9.5%-Yielding Stock?
The Motley Fool· 2024-02-07 18:02
股息率 - Altria Group的股息率高达9.5%,远远超过标普500指数的平均水平[2] - Altria计划继续增加股息,预计每股调整后的收益也会增长[7] - 如果Altria无法转向具有更好长期增长前景的产品,可能会在未来削减股息[10] 公司业绩 - 公司最近发布的2023年全年业绩显示,净收入下降2.2%,净利润下降23.4%,但主要原因是所得税准备金增加[3] - 公司的营业收入在2023年下降了3.1%,但整体表现并不差[4] - 尽管公司仍然依赖吸烟产品,但随着吸烟率下降,转向无烟产品可能会对公司的收入和盈利能力造成影响[9] 投资者展望 - 尽管目前Altria的股息看起来是安全的,但投资者对公司未来的发展并不乐观,股价下跌且未来收益估值仅为8倍[11] - 长期投资者应该密切关注Altria的业务,因为公司的未来充满不确定性,除非愿意密切关注公司业务,否则可能更适合选择其他股息股票[12]
3 Reliable Dividend Stocks With Yields Above 6% That You Can Buy for Less Than $100 Right Now
The Motley Fool· 2024-02-06 20:47
AT&T公司 - AT&T公司股价近期提供6.2%的股息率,未来有稳定的股息增长可能性[3] - AT&T公司在2022年将其不可预测的媒体业务剥离,成为一个稳定增长的电信公司,拥有数百万移动和宽带互联网订户[4] - AT&T公司的固定无线家庭互联网服务推出后,订户数量逐渐增加,服务已经扩展到59个地点[7] 辉瑞公司 - 辉瑞公司股价近期提供6.2%的股息率,未来可能会进一步增长[8] - 辉瑞公司在2021年收购Seagen,获得了四种商业阶段的癌症治疗药物,包括Padcev[10] - 辉瑞公司的Padcev药物获得FDA批准,用于治疗新诊断的膀胱癌患者,预计销售额将从2023年的5200万美元增长到2030年的70亿美元以上[11] Altria Group公司 - Altria Group公司股价提供9.5%的股息率,但由于香烟消费下降,公司面临压力,主要是来自未经FDA授权销售的口味电子烟[12] - Altria Group公司是三家拥有FDA授权电子烟产品的公司之一,其NJOY品牌市场上唯一授权的Pod系统[14] - Altria Group公司尽管面临来自非法口味电子烟的激烈竞争,但仍在保持底线增长,管理费用和股票回购使得调整后的每股收益去年增长了2.3%[15]
Is This 9% Dividend Yield Tobacco Stock Finally a Screaming Buy?
The Motley Fool· 2024-02-06 19:06
Predicting short-term stock price movements is difficult. Some may say it is impossible. Just look at what the stock market has done since 2020. First, it crashed, then it ripped to all-time highs, then it crashed again. Now, in early 2024, the S&P 500 is back to all-time highs due to the artificial intelligence boom. If you've held stocks since 2020, you know how stressful stock market volatility can be, especially if you have a large personal portfolio and are close to retirement.If you are looking to mit ...
Altria Q4: Why This Dividend King Will Continue To Reward Shareholders
Seeking Alpha· 2024-02-05 20:30
Altria股票表现 - Altria是一家受欢迎的股票,是一家Dividend King,向投资者支付大量现金流作为股息[1] - 在过去的季度中,Altria的股价曾下跌,但公司宣布了10亿美元的股票回购计划,这有助于未来的股息增长[13] Altria业绩转型 - Altria通过收购NJOY并推出新产品,成功转型远离传统烟草产品,取得了良好的业绩[20]
This Stock Has a 9.75% Dividend Yield, and 15% Upside According to Wall Street Experts
The Motley Fool· 2024-02-05 18:10
Wall Street experts are bullish on U.S. tobacco company Altria Group (MO -0.86%), which sells Marlboro cigarettes domestically. The average 12-month price target from analysts implies a 15% upside, plus investors must factor in a tremendous dividend that yields almost 10% at the current share price.But the stock has underperformed the broader market for several years, so is this where investors can finally see some steady green? The company recently reported fourth-quarter earnings for 2023, setting the ton ...