Dividend Increases/Decreases for the Week of August 15
August 15, 2025
Below we provide a list of firms that raised their dividends during the week ending August 15. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Atmus Filtration (ATMU): now $0.055 per share quarterly dividend, was $0.050. Cboe Global Markets (CBOE): now $0.72 per share quarterly dividend, was $0.63. Badger Meter (BMI): now $0.40 per share quarterly dividend, was $0.34. Barrick (B): now $0.15 per share quarterly dividend, was $0.10. Centrais Elétricas Brasileiras S.A. – Eletrobrás (EBR): now $0.3219 per share dividend, was $0.1575. Dover (DOV): now $0.520 per share
McDonald’s Returns to Positive Comparable Sales Growth
August 13, 2025
Image Source: Valuentum By Brian Nelson, CFA On August 6, McDonald’s (MCD) reported strong second quarter results with both revenue and non-GAAP earnings per share coming in ahead of the consensus forecast. Global comparable sales increased 3.8% (versus 2.5% consensus) with broad-based growth across all segments. U.S. comparable sales growth increased 2.5% in the U.S. (versus 2.3% consensus and a -3.6% mark in the first quarter of this year), while it increased 4% in International Operated Markets (versus 1.8% consensus) and 5.6% in International Developmental Licenses Markets (versus 3.6% consensus). Consolidated revenues increased 5% (4% in constant currencies), while systemwide sales increased 8% (6% in constant currencies). Management had the following to say about the results: Our 6% global Systemwide
Public Storage Raises Outlook
August 8, 2025
Image Source: Public Storage By Brian Nelson, CFA On July 30, Public Storage (PSA) reported mixed second quarter results with revenue coming in a bit light relative to Street forecasts, while funds from operations beat consensus. Net income allocable to common shareholders was $1.76 per diluted share, while core FFO allocable to common shareholders was $4.28 per diluted share. The storage giant achieved 78.8% same store direct net operating income margin in the period. Public Storage acquired sixteen self-storage facilities in the quarter with 1.1 million net rentable square feet and opened two newly developed facilities and completed various expansion projects, which combined added 0.2 million net rentable square feet. Management had the following to say about the results and
Vertex Reports Strong Q2, Trial Setback Punishes Shares
August 5, 2025
Image Source: TradingView By Brian Nelson, CFA On August 4, Vertex Pharma (VRTX) reported strong second quarter results with both revenue and non-GAAP earnings per share coming in better than expected. The solid performance, however, was overshadowed by a disappointment in its pipeline for pain management: Vertex announced results from its Phase 2 placebo-controlled dose-ranging study evaluating the safety and efficacy of VX-993, an investigational selective NaV1.8 pain signal inhibitor, in treating acute pain after bunionectomy surgery. Treatment with VX-993 did not result in a statistically significant improvement on the primary endpoint of the time-weighted sum of the pain intensity difference from 0 to 48 hours (SPID48) compared to placebo. VX-993 was generally safe and well-tolerated. Based on these results,
Amazon’s Third Quarter Operating Income Guidance Conservative
August 2, 2025
Image Source: TradingView By Brian Nelson, CFA Amazon (AMZN) reported better than expected second quarter results on July 31 that came in ahead of the consensus forecasts on both the top and bottom lines. Net sales increased 12%, excluding foreign exchange impacts, as North America segment sales increased 11%, international segment sales increased 11% (excluding foreign exchange), while AWS segment sales increased 17.5%, to $30.9 billion, the latter modestly better than expected. On a reported basis, net sales totaled $167.7 billion, beating the consensus forecast by nearly $5.6 billion. Operating income increased to $19.2 billion in the second quarter compared to $14.7 billion in the second quarter of 2024, better than the company’s guidance range of $13-$17.5 billion and consensus
The Risks to Apple Are Increasing
August 2, 2025
Image Source: TradingView By Brian Nelson, CFA On July 31, Apple (AAPL) reported better than expected fiscal third quarter results with revenue and GAAP earnings per share coming in ahead of the consensus forecast. The iPhone maker reported quarterly revenue of $94 billion, up 10% year-over-year and better than the Street’s forecast of $89.16 billion, while operating income jumped to $28.2 billion from $25.4 billion in last year’s quarter. Quarterly diluted earnings per share came in at $1.57, up 12% year-over-year and better than consensus of $1.43. Management was upbeat in the press release: Today Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around the world, in every
Microsoft Puts Up Awesome Fiscal Fourth Quarter Results
July 31, 2025
Image Source: TradingView By Brian Nelson, CFA On July 30, Microsoft (MSFT) reported awesome fiscal fourth quarter results with both revenue and GAAP earnings per share exceeding the consensus forecast. Revenue of $76.4 billion increased 18% (up 17% in constant currency), better than consensus of $73.8 billion, while operating income increased 23% (up 22% in constant currency). Net income increased 24% (up 22% in constant currency), while diluted earnings per share was $3.65, up 24% and 22% in constant currency, and better than consensus of $3.38 per share. Management had the following to say about the quarter: Cloud and AI is the driving force of business transformation across every industry and sector. We’re innovating across the tech stack to help
Visa’s Fiscal Third Quarter Results Reveal Consumer Remains Resilient
July 30, 2025
Image: Visa’s free cash flow generation remains phenomenal. By Brian Nelson, CFA On July 29, Visa (V) reported better than expected fiscal third quarter results with both revenue and GAAP earnings per share exceeding the consensus forecast. Net revenue increased 14%, while GAAP net income advanced 8% and GAAP earnings per share jumped 12%. Non-GAAP net income increased 19%, to $5.8 billion, while non-GAAP earnings per share increased 23%, to $2.98. Management had the following to say about the results: Visa delivered another strong quarter, with 14% net revenue growth, 12% GAAP EPS growth and 23% non-GAAP EPS growth. Healthy business driver trends continued through the quarter and into the first few weeks of July. Consumer spending remains resilient, with
Enterprise Products Partners’ DCF Coverage of Its Distribution Is Healthy
July 30, 2025
Image Source: TradingView By Brian Nelson, CFA On July 28, Enterprise Products Partners (EPD) reported mixed second quarter results with revenue missing the consensus forecast, but GAAP earnings per share edging out what the Street was looking for. Enterprise reported net income of $1.4 billion and $0.66 per common unit, an increase of 3% compared to $0.64 per common unit in the second quarter of 2024. Distributable cash flow (DCF) was $1.9 billion in the second quarter, up 7% from the same period a year ago, and provided 1.6x coverage of the distribution declared for the second quarter of this year. Management had a lot to say about the results: In a seasonally weaker quarter challenged with macroeconomic, geopolitical, and
