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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Aug 8, 2025
Dividend Increases/Decreases for the Week of August 8
Let's take a look at firms raising/lowering their dividends this week.
Aug 5, 2025
Vertex Reports Strong Q2, Trial Setback Punishes Shares
Image Source: TradingView. Though the trial setback in pain management has sent shares of Vertex Pharma tumbling, we continue to like Vertex’s net cash rich balance sheet, cystic fibrosis franchise, its groundbreaking CRISPR/Cas9 gene-edited therapy and its novel non-opioid pain medicine. Shares remain a holding in the Best Ideas Newsletter portfolio. Our $445 per share fair value estimate remains unchanged at this time.
Aug 2, 2025
Amazon’s Third Quarter Operating Income Guidance Conservative
Image Source: TradingView. Though Amazon’s operating cash flow has increased for the trailing twelve month period, free cash flow languished to $18.2 billion compared with $53 billion for the trailing twelve months ended June 30. Similar to its Magnificent 7 peers, Amazon is spending aggressively to capitalize on AI demand and to further grow its AWS business at a hefty pace. There were some soft spots in the quarter related to its third-quarter operating income guidance and free cash flow performance, but we expect Amazon to once again beat the range of its operating income guidance when it reports third quarter results. Free cash flow, however, will continue to be weighed down by robust capital spending.
Aug 2, 2025
The Risks to Apple Are Increasing
Image Source: TradingView. Apple’s fiscal third quarter results were a head-turner and showcased outperformance with the iPhone and Greater China sales, through we note that tariff-related headwinds will impact the firm’s cost structure and possibly its product pricing strategy in the months ahead. The Street is also anxious when it comes to Apple’s strategy in artificial intelligence, where it is spending much less in this area than its Magnificent 7 brethren, as well as the sustainability of its current revenue share agreement with Google. The magnitude of risks is growing to the Apple story, but we still like shares in the newsletter portfolios given its strong underlying performance, robust cash flow generation and superb balance sheet. Our fair value estimate stands at $235 per share.
Aug 2, 2025
Meta Platforms Issues Third Quarter Revenue Guidance Well Above Consensus
Image: Meta’s free cash flow remains robust despite higher capital spending. Looking to the third quarter of 2025, Meta Platforms expects revenue to be in the range of $47.5-$50.5 billion (consensus was $44.8 billion), revealing sequential growth at the midpoint relative to second quarter numbers. The company’s guidance assumes a 1% tailwind to revenue growth from foreign currency, based on current exchange rates. Meta fell short of providing an outlook for fourth quarter revenue, but it noted that its year-over-year growth rate for the quarter will be slower than the third quarter as it laps a period of stronger growth in the fourth quarter of last year. Though Meta is not a large dividend payer, we think its dividend growth prospects are fantastic.
Aug 1, 2025
Dividend Increases/Decreases for the Week of August 1
Let's take a look at firms raising/lowering their dividends this week.
Jul 31, 2025
Microsoft Puts Up Awesome Fiscal Fourth Quarter Results
Image Source: TradingView. Looking to fiscal 2026, Microsoft expects to deliver another year of double-digit revenue and operating income growth. Management noted that it “will continue to invest against the expansive opportunity ahead across both capital expenditures and operating expenses given (its) leadership position in commercial cloud, strong demand signals for (its) cloud and AI offerings, and significant contracted backlog.” Capital expenditures are expected to be over $30 billion in the first quarter of fiscal 2026. Microsoft is firing on all cylinders, and we continue to like the idea in the newsletter portfolios.
Jul 30, 2025
Visa’s Fiscal Third Quarter Results Reveal Consumer Remains Resilient
Image: Visa’s free cash flow generation remains phenomenal. Visa’s fiscal third quarter results showed that the consumer continues to be resilient, with healthy spending trends continuing into July. During the quarter, payments volume increased 8%, while total cross-border volume increased 12%. Processed transactions increased 10% in the quarter. Cash and investment securities were $20.4 billion at the end of the quarter versus $25.1 billion in short- and long-term debt. For the nine months ended June 30, cash flow from operations increased to $16.8 billion, up from $13.3 billion in the same period a year ago. For the nine months ended June 30, free cash flow totaled $15.7 billion, or 53.7% of revenue. We continue to like Visa as a top weighting in the Best Ideas Newsletter portfolio.
Jul 30, 2025
Enterprise Products Partners’ DCF Coverage of Its Distribution Is Healthy
Image Source: TradingView. In the second quarter, Enterprise Products Partners’ adjusted cash flow from operations was $2.1 billion, and it was $8.6 billion for the twelve months ended June 30. The pipeline giant bought back roughly $110 million of its common units on the open market in the second quarter of 2025. Enterprise paid out 57% of its adjusted cash flow from operations as distributions and common unit buybacks for the twelve months ended June 30. Total capital investments were $1.3 billion in the second quarter of 2025, while total debt principal outstanding was $33.1 billion at the end of the quarter. Enterprise had consolidated liquidity of $5.1 billion as of June 30. Enterprise remains a holding in the High Yield Dividend Newsletter portfolio, and we continue to like its DCF coverage of the distribution. Shares yield 6.9% at the time of this writing.
Jul 30, 2025
Altria Narrows 2025 Full-Year Adjusted Diluted EPS Guidance
Image Source: TradingView. Altria’s narrowed guidance for full-year 2025 adjusted diluted earnings per share in the range of $5.35-$5.45 (was $5.30-$5.45) is achievable, in our view. The updated guidance represents a growth rate of 3%-5% from a base of $5.19 in 2024. Altria also noted that its guidance “contemplates the current estimated impact of increased tariffs on its costs, based on presently available information about tariffs.” The tobacco giant expects EPS growth to moderate in coming periods as it laps a lower share count associated with its accelerated share repurchase program. We continue to like Altria as a holding in the High Yield Dividend Newsletter portfolio. Shares yield 6.9% at the time of this writing.


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