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Recent Articles
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Dividend Increases/Decreases for the Week of March 21
Mar 21, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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Realty Income Has Raised Its Dividend 130 Times Since Listing on the NYSE in 1994
Mar 17, 2025
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 Image Source: Realty Income.
In March 2025, Realty Income announced its 130th dividend increase since it listed on the NYSE in 1994. The annualized dividend amount now stands at $3.222 per share compared to the prior annualized dividend amount of $3.216 per share. Looking to 2025, Realty Income’s net income per share is expected between $1.52-$1.58, AFFO per share is targeted at $4.22-$4.28, while same store rent growth is expected to be approximately 1% on occupancy over 98%. As of December 31, 2024, the REIT had $3.7 billion of liquidity. We like Realty Income but don’t include shares of the REIT in any newsletter portfolio. Shares yield 5.7% at the time of this writing.
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Dollar General’s Long-term Framework Looks Achievable
Mar 17, 2025
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 Image Source: TradingView.
Dollar General updated its long-term financial framework for the next five years. Its annual goal includes net sales growth of 3.5%-4%, same-store sales growth of 2%-3%, adjusted operating margin of 6%-7% beginning in 2028-2029, adjusted diluted earnings per share growth of 10%+ beginning in 2026, new unit growth of approximately 2% and capital spending of approximately 3% of net sales. Though its long-term plans look achievable, Dollar General is no longer an idea in any of the newsletter portfolios.
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Dividend Increases/Decreases for the Week of March 14
Mar 14, 2025
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Let's take a look at firms raising/lowering their dividends this week.
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