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Mar 14, 2025
Dividend Increases/Decreases for the Week of March 14
Let's take a look at firms raising/lowering their dividends this week. Mar 10, 2025
Oracle Raises Dividend 25%
Image Source: TradingView. Oracle reported third quarter fiscal 2025 results March 10 that missed the consensus estimates, but a strong Remaining Performance Obligation number and a dividend raise were enough for investors. Total revenue increased 6% in USD and 8% in constant currency for the fiscal third quarter. GAAP earnings per share advanced 20% year-over-year, while non-GAAP earnings per share increased 4%, to $1.47. Total Remaining Performance Obligations jumped 62% in USD (up 63% in constant currency), to $130 billion. Feb 14, 2025
Dividend Increases/Decreases for the Week of February 14
Let's take a look at firms raising/lowering their dividends this week. Jan 30, 2025
Meta Platforms’ Earnings Surge in Fourth Quarter
Image Source: Meta Platforms. Meta Platforms’ earnings growth was phenomenal in the fourth quarter, and we like its ability to drive strong free cash flow, despite higher capital spending. Total dividend and dividend equivalent payments were $1.27 billion and $5.07 billion for the fourth quarter and full year 2024, respectively. Though Meta is not a big dividend payer, we like its dividend growth prospects and include shares in the Dividend Growth Newsletter portfolio. Dec 27, 2024
Alert: Changes to the Newsletter Portfolios
Image Source: Mike Cohen cc by 2.0. We are making some changes to the newsletter portfolios. We continue to believe that large cap growth and big cap tech is the place to be, and we’ll be further tilting the portfolios in that direction. Dec 10, 2024
Oracle’s Remaining Performance Obligations (RPO) Growth Speaks to Accelerated Expansion
Image Source: Oracle. We particularly liked Oracle’s growth in total remaining performance obligations (RPO) in the quarter, which were up 49% in USD and 50% in constant currency year-over-year. During the past twelve months, Oracle’s operating cash flow came in at $20.3 billion, while free cash flow was $9.5 billion. The company ended the quarter with $11.3 billion in cash and marketable securities and $88.6 billion in notes payable and other borrowings. Though Oracle has a hefty net debt position and capital spending is expected to double in fiscal 2025, we still like the company’s cloud opportunity, and it remains a key holding in both the simulated Dividend Growth Newsletter portfolio and simulated ESG Newsletter portfolio. Nov 4, 2024
Meta Platforms Expects Significant Capex Growth in 2025
Image: Meta’s capital spending continues to be on the rise, but its free cash flow generation remains robust. Meta Platforms put up excellent third quarter results with strong free cash flow generation. The company’s balance sheet also remains very healthy with a substantial net cash position. However, management spoke of continued capital spending growth, which will weigh on free cash flow generation in the coming periods. The company also noted cost pressures in depreciation and operating expense growth for next year, putting a damper on the excitement surrounding its third-quarter earnings beat. Though cost pressures should be expected, Meta Platforms remains a net-cash-rich, free-cash-flow generating powerhouse. Sep 6, 2024
Dividend Increases/Decreases for the Week of September 6
Let's take a look at firms raising/lowering their dividends this week. Aug 9, 2024
Eli Lilly Puts Up Strong Second Quarter Results, Raises Outlook
Image: Shares of Eli Lilly have been strong the past few years. Looking to 2024 full-year guidance, Eli Lilly raised its revenue expectations by $3 billion, upped its reported earnings per share guidance $2.05, to the range of $15.10-$15.60, and increased its non-GAAP earnings per share guidance by $2.60 to the range of $16.10-$16.60, above the consensus forecasts. We continue to like Eli Lilly’s product portfolio, particularly Mounjaro and Zepbound, and we include the Health Care Select Sector SPDR Fund, which includes Eli Lilly as its top weighting, in the Best Ideas Newsletter portfolio. Aug 9, 2024
Dividend Increases/Decreases for the Week of August 9
Let's take a look at firms raising/lowering their dividends this week. The High Yield Dividend Newsletter, Best Ideas
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