News about dividends

Warren Buffett, now chairman emeritus of Berkshire Hathaway, warned at the May shareholder meeting that 'we've never had people in a more gambling mood than now,' pointing to individuals rushing into short-term options and market bets. The article argues the S&P 500 and quality stocks have historically recovered from turmoil, and that pharma and biotech firms can hold up in tough times because patients always need treatment. It highlights three picks: Vertex Pharmaceuticals (VRTX), the cystic fibrosis leader that recently purchased Crinetics; Eli Lilly (LLY), whose tirzepatide brought in more than $14 billion of its $23 billion revenue in the recent quarter; and AbbVie (ABBV), where Rinvoq and Skyrizi each grew 24% and which is a Dividend King with more than 50 consecutive years of dividend increases.

A Simply Wall St analysis asks whether American Electric Power (AEP) shares, after a strong multi-year run, still line up with the dividends the company returns to shareholders. The stock has returned 93.1% over the past 3 years, while planned spending on linear generators and a roughly US$4b fuel cell project for Google raises questions about how much capital will remain for dividends. Using a Dividend Discount Model with a trailing dividend of $4.11 per share, a 10.51% return on equity and a payout ratio of about 65%, the article implies dividend growth of roughly 3.66% and a value modestly below the current $127.14 share price. It also notes a pipeline of 69 GW of contracted load additions through 2030, a US$78b capital plan, recent price-target cuts by several banks and a major shareholder reducing its stake, and flags 2 warning signs (1 major).

From October 16, gold purchases and sales of 5 million VND or more in a day must be paid by non-cash means, down from the previous 20 million VND threshold. Ten companies go ex-dividend in the week of October 19–23, with Vimico standing out for an advance dividend of about 900 billion VND. Brent crude spiked to 110 USD per barrel during the October 16 session amid escalating tensions in the Middle East. Deputy Prime Minister Nguyễn Văn Thắng asked banks to cut lending rates by 1.5–2%, while residents' deposits at banks reached over 11.43 million billion VND by end-August, up 10.6% from the start of the year.

Citigroup posted strong third-quarter 2026 results, with revenue of US$23.8b (up 8%, its highest third-quarter revenue in a decade) and net income up 37% to US$5.2b. EPS of US$2.85 beat estimates of US$2.65, and adjusted EPS excluding a goodwill impairment was US$2.24, up 20%, helped by expenses rising just 3%. Despite this, shares fell almost 5% after the October 13 release to US$126, about 13% below their US$145 52-week closing high. The article cites a CET1 ratio of 12.8%, a dividend of US$0.67 per share (2.18% yield) and a 24% payout ratio as support for the dividend, and notes the stock trades at 10 times forward earnings. The author is skeptical of the 25% upside implied by the median analyst target of US$154, but says Citigroup may be a decent option for dividend investors among large banks.

Coca-Cola yields 2.3% and Nike yields 4.4%, but the article argues the two stocks carry very different risk. Coca-Cola has raised its dividend for 64 straight years, and its dividend has grown 51% over the past decade, supported by a stable business and a 34.9% operating margin in the second quarter. Nike has raised its dividend for 24 straight years and its payout has risen 128% over 10 years, but its shares trade 79% below their November 2021 peak, sales are expected to decline this fiscal year, and the company is in the middle of a turnaround. The author concludes that Nike suits investors chasing the highest yield, while Coca-Cola is the safer choice.

The article compares Coca-Cola, yielding 2.3%, and Nike, yielding 4.4%, two consumer stocks with long dividend growth streaks: Coca-Cola has raised its dividend for 64 consecutive years and Nike for 24. Nike offers the higher yield, but its shares trade 79% below their November 2021 peak amid a turnaround, expected sales declines this fiscal year, and intense competition. Coca-Cola is described as more stable, supported by its strong brand, steady demand, and a 34.9% operating margin in the second quarter, and the author leans toward it for investors who prioritize safety. The piece stresses that investors should weigh the pros and cons of both before deciding.

The article compares dividend stocks Coca-Cola (KO) and Nike (NKE), which yield 2.3% and 4.4%, respectively. Coca-Cola has raised its dividend for 64 consecutive years and grew it 51% in the past decade, while Nike has increased its payout for 24 straight years and by 128% over the last 10 years. Nike's stock trades 79% below its November 2021 peak as it undergoes a turnaround, with management expecting sales to decline this fiscal year. The author leans toward Coca-Cola for its stability, citing a 34.9% operating margin in the second quarter.

Apple's stock keeps setting records, closing at $343 and up 26.7% for the year, after crossing a $5 trillion market value. Bitcoin has not set a new high in 2026; it trades around $81,977, 35% below its $126,080 peak and down 6.8% year to date. The article notes Apple returns cash through dividends and buybacks (a 4% dividend increase and an additional $100 billion for buybacks), whereas Bitcoin generates no earnings or dividends and its volatility could hurt retirees who may have to sell to cover expenses. It also flags Apple's risks, including a P/E of about 45 times earnings and rising memory costs, but notes Apple has beaten EPS estimates for nine consecutive quarters and iPhone revenue rose 22%. The author concludes Apple is the better choice for retirement funds, and says this view could shift if Apple misses its 9% to 11% revenue guidance while Bitcoin climbs back above $126,080.

Costco will pay a $1.47 per-share dividend on Nov. 13 to shareholders on record as of Oct. 30, but the yield is only 0.6%, well below Coca-Cola (2.3%), Procter & Gamble (2.7%) and PepsiCo (4.6%). The article argues a stronger reason to consider the stock is its history of beating the S&P 500: it is up 13.4% this year versus 13.1% for the index, and 116% over five years versus 73%. It also points to room for expansion, from 914 warehouses at the end of fiscal 2025 to 939 at the end of fiscal 2026 and an expected 967 at the end of fiscal 2027. Costco has also paid special dividends of $15 per share in 2024 and $10 in 2020, though there is no set schedule.

To collect $4,950 a month (about $59,400 a year), the capital needed depends on yield: a conservative 3.5% portfolio requires $1.7 million, while a 12% yield needs only $495,000. The article splits the target across three monthly payers: JEPQ (yield about 11.6%, roughly $171,000), O (about 5.8%, roughly $341,000) and MAIN (about 8.0% including supplementals, roughly $246,000), for a total of about $758,000. JEPQ's monthly payout ranged from $0.47 to $0.70 in 2026, with the latest at $0.57, and the fund gives up some gains in strong rallies; Realty Income just raised its quarterly dividend for the 115th consecutive time. The article also notes most income is taxed at ordinary income rates, so holding these in an IRA may help, and excluding Main Street's supplementals at a regular yield of about 5.9% would require about $336,000 for that piece.

MarketBeat's stock screener lists seven bank stocks to watch on October 18th: Bank of America, JPMorgan Chase, Wells Fargo, Citigroup, Charles Schwab, U.S. Bancorp and Bank of New York Mellon. These companies had the highest dollar trading volume among bank stocks over the past several days. The article notes that bank shares can offer share-price gains and dividends but carry risks tied to interest rates, loan losses, economic conditions and regulation. It also briefly describes each company's business, such as Citigroup's Treasury and Trade Solutions unit and BNY's securities services.

The article compares Coca-Cola (KO), with a 2.3% dividend yield, and Nike (NKE), with a 4.4% yield. Both have long dividend growth streaks: Coca-Cola has raised its dividend for 64 consecutive years and grown it 51% over the past decade, while Nike has raised it for 24 straight years and its payouts have risen 128% over 10 years. Nike offers the higher yield but its fundamentals are more volatile; its stock trades 79% below its November 2021 peak, sales are under pressure, and the company is in a major turnaround. The author favors Coca-Cola for safety, citing its durable business, stable demand and an operating margin of 34.9% in the second quarter (ended July 3).

Orchid Island Capital (NYSE: ORC) estimates a loss of $0.90 per share in the third quarter, as losses on mortgage securities and derivatives reduced book value, and has declared another $0.10 monthly dividend. These preliminary figures remain subject to change and review by its independent accounting firm. This compares with a profitable second quarter, when the company reported net income of $89.2 million, or $0.44 per share, supported by $60.0 million of net interest income and $36.0 million of gains. Book value was $7.22 per share at June 30, and the company had $776.0 million of cash, cash equivalents and unpledged securities. Full third-quarter results will be published after the NYSE closes on October 22, with a conference call on October 23 at 10 a.m. Eastern time.

The article profiles five consumer stocks trading near 52-week lows that the author would hold for the next five years, mainly for their dividends. PepsiCo (yield about 4.6%, raised for 54 straight years) is under pressure from Elliott Management's $4 billion stake, which pushed it toward cutting about 20% of its U.S. product lineup and lowering prices on core brands. Hershey (yield about 3.6%) is using lower cocoa prices to restore original recipes, while General Mills (yield above 7.5%, uninterrupted dividends since 1898) faces soft volume as shoppers trade down to store brands. Clorox (yield close to 6%) paid $452 million in dividends over nine months but generated only $161 million in free cash flow, partly due to a one-time $476 million buyout of P&G's Glad stake. Kraft Heinz (yield over 7%) is the riskiest pick because of high debt and past dividend cuts, so the author would treat it as the smallest position.

The article highlights five dividend stocks from consumer staples, REITs, energy and pharmaceuticals: Altria Group (MO), AGNC Investment (AGNC), Energy Transfer (ET), Pfizer (PFE) and Realty Income (O), with trailing 12-month dividend yields ranging from 5.88% to 16.72% as of Oct. 14. Pfizer is noted for an 88-year consecutive dividend streak and paid $9.8 billion in cash dividends in 2025, Altria has a 57-year record of higher dividends, and Realty Income has raised its payouts for 116 straight quarters. The article warns that AGNC's dividend could be at risk from a rising interest-rate environment. It also stresses that dividends are not guaranteed and that yields can fall as share prices rise.

The article profiles five high-yield dividend stocks: Altria (MO), AGNC Investment (AGNC), Energy Transfer (ET), Pfizer (PFE), and Realty Income (O), with trailing 12-month yields as of Oct. 14 of 5.93%, 16.72%, 6.57%, 6.06%, and 5.88%, respectively. Altria is a Dividend King with 57 years of rising payouts, while AGNC, a mortgage REIT, may see its dividend at risk in a rising rate environment. Energy Transfer has raised its dividend for 19 consecutive quarters and shows strong distributable cash flow growth, and Pfizer paid $9.8 billion in cash dividends in 2025. Realty Income reports 98.8% occupancy as of June 30 and has raised its dividend for 116 straight quarters. The article notes that dividends are not guaranteed and yields can fall as share prices rise.

Ken Griffin, founder of Citadel, bought 2.7 million more AbbVie (ABBV) shares in Q2, a 546% increase from the prior quarter, and added 6.7 million Abbott Laboratories (ABT) shares, up 349%; Eli Lilly (LLY) was also boosted by 291%. The author sees these moves as defensive shifts into healthcare and a search for high-yield dividend stocks amid possibly volatile markets. AbbVie has raised its dividend for 54 straight years when Abbott's years are included, and its 2.65% yield is its lowest since 2018 because the stock is up about 25% year to date. In Q2, AbbVie's adjusted earnings rose 23% and net revenue rose 10%, and 75% of analysts following the stock rate it a buy.