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8 Dividend Stocks Increasing Payouts
8 Dividend Stocks Increasing Payouts
live (public) 1.31% May 03
As we face the reality of turbulent markets for the next few months,
finding equities with strong dividend performance is key to providing a
measure of income stability. Jonas Elmerrajifrom thestreet.com selects
eight stalwarts who have recently increased their dividend payouts.
- Microsoft(MSFT)
tops the list as the largest firm to announce a dividend hike irecently. The firm's total yield is currently 3.19%
- Philip Morris International(PM) stock has
gained more than 16% year-to-date with a 4.74% yield at current prices.
- Texas Instruments(TXN) looks strong. The
firm has minimal debt with
more than $6.7 billion in cash and available-for-sale securities. That
financial position should more that support TXN's 30.7% dividend
increase recently.
- Yum! Brands(YUM)
is the name behind restaurants such as KFC, Pizza Hut and Taco Bell. Yum!'s payout is
currently 28 cents per quarter, a 2.24% yield.
- Kroger(KR),
2011 has proven relatively strong so far. The sales growth at Kroger has helped a dividend increase to 12 cents per share.
- Fifth Third Bancorp(FITB)
is a diversified Cincinnati-based regional bank with more than $111
billion in assets. This past week, the firm announced a 33.3% dividend
increase, bringing its quarterly dividend to 8 cents per share, a 3.33%
yield.
- Host Hotels & Resorts(HST)
is a public hotel REIT that owns 110 properties worldwide. The firm announced a
33.3% increase in its dividend last week, bringing its yield to 1.53%.
- Realty Income (O) is another firm that hiked its payouts in the most recent quarter. This $4
billion retail REIT owns 2,496 properties. At
15 cents per share, this REIT's quarterly dividend works out to a 5.29%
yield at current prices.
Holdings (As of 05/03/2024)
| Asset | Fund in this portfolio | Price change* | Percentage |
|---|---|---|---|
| Asset1 | MSFT (Microsoft Corporation) | 2.22% | 39.93% |
| Asset1 | PM (Philip Morris International Inc) | 0.09% | 6.96% |
| Asset1 | TXN (Texas Instruments Incorporated) | 1.77% | 18.38% |
| Asset1 | YUM (Yum! Brands Inc) | 0.54% | 10.51% |
| Asset1 | KR (Kroger Company) | 0.56% | 6.30% |
| Asset1 | FITB (Fifth Third Bancorp) | 1.82% | 5.49% |
| Asset1 | HST (Host Hotels & Resorts Inc) | 1.08% | 3.39% |
| Asset1 | O (Realty Income Corp) | 0.64% | 8.69% |
| CASH | CASH (CASH) | 0.0% | 0.35% |
* Day change on 05/03/2024.
Previous
Performance (As of 05/03/2024)
Since 03/17/2008
| Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
|---|---|---|---|---|---|---|
| 8 Dividend Stocks Increasing Payouts | 6.4% | 19.0% | 8.7% | 12.5% | 10.8% | 14.1% |
| VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
| VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 7.7% | 9.7% |
* YTD: Year to Date
** AR: Annualized Return
| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/17/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.4 | 19.0 | 8.7 | 12.5 | 10.8 | 14.1 | 10.6 | 20.2 | -14.2 | 34.2 | 13.1 | 28.1 | -3.1 | 17.5 | 9.2 | -4.5 | 18.4 | 20.1 | 11.1 | 6.0 | 28.6 | 23.5 | -24.7 |
| Sharpe Ratio | NA | 0.39 | 1.15 | 0.36 | 0.49 | 0.52 | NA | 0.45 | 1.12 | -0.66 | 2.38 | 0.35 | 2.13 | -0.26 | 2.04 | 0.62 | -0.24 | 1.64 | 1.55 | 0.83 | 0.28 | 1.41 | 0.72 | -0.5 |
| Draw Down(%) | NA | 4.4 | 12.6 | 22.4 | 33.3 | 33.3 | NA | 51.8 | 12.6 | 22.0 | 4.8 | 33.3 | 6.2 | 13.7 | 4.2 | 11.1 | 21.9 | 6.8 | 10.5 | 10.4 | 17.1 | 14.9 | 31.1 | 44.2 |
| Standard Deviation(%) | NA | 13.4 | 13.2 | 17.7 | 22.5 | 19.0 | NA | 22.2 | 14.3 | 23.6 | 14.4 | 37.2 | 12.5 | 17.3 | 8.3 | 14.5 | 19.2 | 11.2 | 12.9 | 13.4 | 21.6 | 20.2 | 32.5 | 50.3 |
| Treynor Ratio | NA | 0.05 | 0.15 | 0.07 | 0.11 | 0.13 | NA | 0.42 | 0.16 | -0.17 | 0.34 | 0.12 | 0.3 | -0.48 | -1.52 | 10.78 | 0.22 | 6.06 | 5.98 | -6.17 | -0.44 | -3.75 | -1.19 | 0.86 |
| Alpha | NA | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | NA | 0.04 | -0.01 | 0.02 | 0.02 | -0.01 | 0.01 | -0.01 | 0.07 | 0.04 | -0.01 | 0.07 | 0.07 | 0.05 | 0.03 | 0.11 | 0.13 | -0.14 |
| Beta | NA | 0.97 | 0.99 | 0.95 | 1.0 | 0.73 | NA | 0.24 | 0.98 | 0.94 | 1.02 | 1.04 | 0.88 | 0.09 | -0.11 | 0.01 | -0.21 | 0.03 | 0.03 | -0.02 | -0.14 | -0.08 | -0.2 | -0.29 |
| RSquared | NA | 0.75 | 0.77 | 0.87 | 0.9 | 0.47 | NA | 0.05 | 0.8 | 0.92 | 0.85 | 0.94 | 0.78 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.03 | 0.07 |
| Sortino Ratio | NA | 0.56 | 1.68 | 0.51 | 0.66 | 0.7 | NA | 0.61 | 1.66 | -0.9 | 3.61 | 0.45 | 3.05 | -0.34 | 3.01 | 0.81 | -0.3 | 2.36 | 2.22 | 1.18 | 0.38 | 2.05 | 1.04 | -0.69 |
| Yield(%) | N/A | 0.63 | 2.68 | 2.4 | 1.68 | 0.97 | N/A | 1.46 | 2.74 | 2.16 | 2.55 | 0.31 | 0.14 | 0.21 | 0.12 | 0.5 | 0.44 | 0.88 | 0.08 | 1.58 | 2.12 | 2.94 | 3.27 | 2.7 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/2008
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