Tag
Dividends
15 articles
Amazon's No-Dividend Strategy Funds $220B AI Bet: Why Wall Street Underestimates the Tax Arbitrage
Amazon is plowing record capital into AI infrastructure while avoiding dividend taxation—a $7.6 billion free cash flow swing that reveals a sharper capital allocation playbook than peers.
Capitec H1 Earnings Rise 19% Despite Rising Credit Loss Ratio
South Africa's largest bank by clients reported record first-half profit but credit impairment jumped 21 percent, signaling potential consumer stress ahead
TotalEnergies Boosts Buybacks, Dividend on Oil, Gas Strength
French energy major authorizes $2.5B repurchase for Q4 2026 and targets 5% annual dividend growth through 2030, betting on sustained commodity prices.
SPYD Crushes S&P 500 With 17% YTD Gain as Dividend Plays Dominate
The State Street SPDR Portfolio S&P 500 High Dividend ETF delivered a 17.03 percent return year-to-date, outpacing the S&P 500's 12.34 percent gain through Sept. 1.
Realty Income (O): 5.3% Yield, $1T Data Center Bet as Rate Cuts Approach
The retail REIT trades below pre-pandemic levels with a 115-quarter dividend record and strategic exposure to high-growth data centers—a compelling entry point if rates decline.
Campbell's Dividend Cut, FY27 Guidance Miss Show Margin Squeeze Ahead
Campbell's slashed its dividend by a third and lowered profit guidance below consensus, signaling persistent pricing power problems as consumers flee to value brands
Apple's Dividend Runway: 13% Earnings Growth Supports Aggressive Payout Expansion
With a 12% payout ratio and $82B in annual buybacks shrinking share count, Apple can raise its dividend far faster than the modest 0.3% yield suggests.
Caterpillar's 32-Year Dividend Streak: 8% Raise Shows Confidence, But Yield Lags
Caterpillar raised its quarterly dividend 8 percent to $1.63 on record free cash flow of $5.1 billion, extending its Dividend Aristocrats streak to 32 years—though its 0.79 percent yield trails the market.
ExxonMobil Set for Outsized Dividend Raise on $40B Buyback and $89 Brent Crude
With $145 billion in projected surplus cash flow and oil prices 37 percent above guidance, the energy giant could exceed Wall Street's $0.03-$0.04 per share expectation.
Nike's 4% Yield Shows Wall Street Mispricing of Turnaround
Nike's forward dividend yield of 4 percent exceeds Coca-Cola's 2.4 percent, reflecting a depressed stock price that fails to price in margin recovery and FCF rebound by fiscal 2027.
Goldman, Barclays Target $63 for MPLX on Natural Gas Expansion
The midstream operator's $500 million increase in 2026 capex and 7.2% dividend yield attract Wall Street upgrades as energy demand surges.
JPMorgan Raises Dividend 10%, Analysts See Path to $420 as Profit Hits Record
The largest U.S. bank posted $21.2 billion in net income for Q2—the biggest quarterly profit ever recorded by a U.S. bank—fueling bullish analyst revisions.
FRI Dividend Cut Funds Logistics Push: Raymond James Eyes 36% Upside at $48
Industrial REIT's 10% dividend reduction frees $150 million for automated warehousing expansion targeting premium U.S. logistics hubs
Duke Energy, Southern Lead Wall Street's Dividend Stock Push
Investment banks favor utilities and consumer staples as defensive plays, with price targets rising across dividend-heavy sectors
Ares Capital's 10.5% Yield: Credit Quality Will Decide Dividend Fate
Ares Capital's double-digit dividend yield looks tempting, but investors must scrutinize its loan portfolio for credit deterioration before committing capital