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3 High-Conviction Picks I Just Bought More Of For Our Dividend Portfolio
Seeking Alpha· 2025-09-30 04:00
I specialize in constructing investment portfolios aimed at generating additional income through dividends. My focus lies on identifying companies with significant competitive advantages and strong financials that can provide you with an attractive Dividend Yield and Dividend Growth, thus enabling you to augment your dividend income annually. By combining high Dividend Yield and Dividend Growth companies, you can gradually reduce your dependence on the broader stock market fluctuations.I also assist you in ...
AbbVie For Healthy Dividend Growth (NYSE:ABBV)
Seeking Alpha· 2025-09-27 19:00
AbbVie (NYSE: ABBV ) has been raising its dividend annually for more than 50 years and is thus a Dividend King, if we include the years before the split with Abbott Labs ( ABT ). UnusuallyI have been an investor for a number of years mainly focusing on dividend paying companies. I think dividends and, perhaps more importantly, the growth of them, are foundational for high risk-adjusted long term returns. My approach is therefore to focus on stocks that either pay stable and high dividends and/or are increas ...
Here Are Some Reasons to Add ATO Stock to Your Portfolio Right Now
ZACKS· 2025-09-26 22:21
公司增长前景 - 2025财年每股收益(EPS)共识预期为7.33美元,过去90天内上调了1.2% [2] - 2025财年收入共识预期为48.1亿美元,意味着同比增长15.6% [2] - 公司长期(三至五年)盈利增长率为7.32% [2] - 过去四个季度平均盈利超出预期1.7% [2] 财务健康状况 - 流动比率为1.37,优于行业平均水平的0.54,显示短期偿债能力充足 [3] - 总债务与资本比率为40.21%,优于行业平均水平的51.09% [4] - 2025财年第三季度末的利息保障倍数为8.6,表明公司有能力轻松履行利息支付义务 [4] 资本投资与战略 - 公司拥有稳健的资本支出计划,旨在提升天然气输配管道的安全性和可靠性 [5] - 2025财年计划资本支出为37亿美元,未来五年总投资计划为240亿美元 [6] - 计划投资预计将在同期带来6-8%的年均盈利增长 [6] 股东回报 - 当前季度股息为每股0.87美元,年度化股息为每股3.48美元,高于上年的3.22美元 [7] - 目标是在2026财年前实现股息每年增长6-8% [7] - 当前股息收益率为2.09%,优于Zacks S&P 500综合指数的1.11% [7] 市场表现 - 过去一年公司股价上涨20.8%,远超行业8.2%的增长率 [9]
The Dividend Growth Story of The TJX Companies (TJX) in Retail Dividend Stocks
Yahoo Finance· 2025-09-26 07:37
公司业务与运营模式 - 公司运营超过5,000家折扣店,遍布9个国家,旗下主要品牌包括TJ Maxx、Marshalls和HomeGoods [2] - 商业模式基于五大支柱:机会主义采购、灵活的店铺形式、全球规模、寻宝式购物体验和严格的成本控制 [3] - 通过超过21,000家供应商采购商品,强调商品种类的多样性和快速轮换,以保持商品的新鲜感和变化 [2] 股息表现 - 公司宣布季度股息为每股0.425美元,与上一季度持平 [4] - 公司已连续28年增加股息 [4] - 截至9月22日,公司股票的股息收益率为1.22% [4] 市场认可与投资定位 - 公司被列入当前最值得购买的12支最佳零售股息股名单 [1] - 公司通过提供折扣品牌商品和独特的购物体验,吸引注重价值的消费者,并在全球范围内扩张门店 [2][3]
Home Depot: Overvalued But Worth Holding Long-Term
Seeking Alpha· 2025-09-26 03:44
Interested in more income ideas?Check out Cash Builder Opportunities, where we provide ideas about high-quality and reliable dividend growth ideas. These investments are designed to build growing income for investors. A special focus on investments that are leaders within their industry to provide stability and long-term wealth creation. Along with this, the service provides ideas for writing options to build investors' income even further.Join us today to have access to our portfolio, watchlist and live ch ...
Thor Industries Tracking for New Highs in 2026
MarketBeat· 2025-09-26 02:27
Thor Industries TodayTHOThor Industries$106.11 -2.38 (-2.19%) 52-Week Range$63.15▼$118.85Dividend Yield1.88%P/E Ratio25.43Price Target$100.00Add to WatchlistTHOR Industries NYSE: THO is poised to reach new stock price highs by early 2026. The company’s business is stable, growth is possible over the next 12 months, and there is potential for a strengthening market and outperformance relative to the company's guidance. The FOMC’s shift to rate reduction has its base rate on track to fall another 75 basis po ...
Cintas Stock Sends a Clear Buy Signal as Momentum Builds
MarketBeat· 2025-09-26 00:40
股票价格与市场表现 - 2024年9月股价走势确认买入信号,价格在月初因股票分拆后的长期盘整而回调,但在第一季度财报后确认关键支撑位,预计将继续盘整 [1] - 盘整可能持续数个季度,但作为必须持有的优质股息增长股,其长期趋势向上,过去三年已上涨300%,预计在2026年将结束盘整并延续上涨趋势 [2] - 分析师给予股票"持有"评级,但具有50%的看多倾向,目标价显示有12%的上涨空间,最高目标价257美元意味着额外10%的上涨潜力 [11] - 机构投资者持有超过60%的股份,自2024年股票分拆前开始强劲买入,过去12个月的买入活动比例超过5比1,为市场提供了重要支撑 [11][12] 财务业绩与展望 - 第一季度营收增长8.8%至27.2亿美元,增长动力部分来自收购(贡献约100个基点),部分来自有机增长(贡献约800个基点),营收略高于市场预期70个基点 [5][6] - 第一季度GAAP每股收益为1.20美元,符合市场预期,同比增长超过9.0%,毛利率和营业利润率均较去年同期扩大,推动了各层级盈利的增长杠杆 [7] - 公司提高了业绩指引,预计将实现领先于标普500指数的增长和利润率优势,但该展望相较于分析师预测显得温和,营收符合9月底的市场共识,而每股收益中点略低于共识 [8] - 长期展望预计公司营收复合年增长率将维持7%直至下一个十年的中期,并且利润率将每年逐步扩大 [8] 资本回报与股东价值 - 公司是资本回报机器,通过股息增长和股票回购支撑股价多年上涨,股息收益率低于1.0%,但支付可靠,且每年以接近20%的复合年增长率增长 [9] - 由于盈利增长前景和股票回购,股息增长步伐预计不会放缓,股票回购计划已使流通股数量减少近35%,预计未来10到15年将回购可比数量的股份 [10] 行业与宏观经济环境 - 预计经济增长将持续至2026年底,同时经济逆风预计将缓解,顺风可能出现,美联储预计在明年年中前再降息75个基点,这将显著影响全球经济活动 [2] - 预期的政策可能推动国内经济活动增加,从而为公司业务服务带来显著顺风,包括客户数量和现有地点员工数量的增长 [3]
LDP: CEF Focused On Preferred Securities
Seeking Alpha· 2025-09-25 18:44
投资策略 - 投资策略结合了增长与收益 通过构建包含经典股息增长股 商业发展公司 房地产投资信托基金和封闭式基金的多元化投资组合来实现 [1] - 该策略旨在高效提升投资收入 同时获取与标准普尔指数相当的总回报 [1] - 策略基于超过15年的市场投资经验 专注于分析能够带来长期增长潜力的高质量股息股和其他资产 [1]
Emera Announces Increase in Common Dividend
Businesswire· 2025-09-25 18:01
HALIFAX, Nova Scotia--(BUSINESS WIRE)--Emera Inc. (TSX: EMA) today announces that its Board of Directors have approved an increase in the company's quarterly dividend on its common share to $0.7325 per share. The new quarterly dividend represents an annualized dividend of $2.93, a 1% increase from the previous annual dividend of $2.90 per share. "Today's increase marks our 19th consecutive year of growing our dividend and reflects our continued focus on delivering stable and sustainable returns. ...
3 Exceptional High-Yielding Dividend Kings That Have Been Increasing Their Payouts for Over 60 Years
The Motley Fool· 2025-09-25 15:15
文章核心观点 - 能够持续提高股息且提供高于平均收益率的股息成长股是优秀的长期投资选择 可产生持续现金流并抵御通胀影响 [1][2] - 股息国王(连续提高股息50年以上)公司如可口可乐、宝洁、强生因其稳定的业务和长期的股息增长记录 是投资组合的优质选项 [3] 可口可乐 (Coca-Cola) - 公司业务简单 拥有数百个品牌 核心产品为可口可乐和零糖可乐 产品价格不贵且具有广泛吸引力 业务稳定 [5][6] - 公司凭借强大品牌拥有定价权 能随通胀提价而不影响总收入 去年销售额超过470亿美元 同比增长3% [7] - 股息收益率达3.1% 已连续63年提高股息 [8] 宝洁 (Procter & Gamble) - 公司业务涵盖数十个品牌 涉及婴儿产品、护发、洗衣等多个日常消费品领域 销售全球依赖的日用品 品牌包括帮宝适、Bounce、吉列等 [9] - 财务状况稳定且可预测 最近财年(截至6月30日)销售额为840亿美元 过去四年销售额维持在800亿至840亿美元区间 波动性小 [10] - 股息收益率达2.7% 是标普500平均收益率(1.2%)的两倍多 已连续69年提高股息 首次派息可追溯至1890年 [11] 强生 (Johnson & Johnson) - 公司为全球知名医疗保健企业 通过分拆消费者健康部门简化业务 专注于制药和医疗设备等高增长领域 [12] - 公司仍致力于股息增长 今年4月将股息提高约5% 连续提高股息年数增至63年 当前股息收益率略低于3% [13] - 公司业务以个位数增长 预计在多个治疗领域获得药物批准 长期目标是实现5%至7%的年运营增长 为未来股息增长提供空间 [14]