EPR

Jobless Claims Spike; Restaurants, REITs In Trouble

by

Image: DOL. “The advance number of actual initial claims under state programs, unadjusted, totaled 2,898,450 in the week ending March 21, an increase of 2,647,034 (or 1,052.9 percent) from the previous week.” By Brian Nelson, CFA On March 26, the Department of Labor reported a surge in jobless claims for the week ending March 21 to 3.28 million, a number that “shatters the Great Recession peak of 665,000 in March 2009 and the all-time mark of 695,000 in October 1982.” The economic situation remains dire as the White House struggles to contain COVID-19 amid what could become one of the worst economic periods since the Great Depression, or one that can turn into the next Great Depression. We’ve written about … Read more

Dividend Increases/Decreases for the Week Ending January 17

by

Below we provide a list of firms that raised their dividends during the week ending January 17. 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 Abbott Laboratories (ABT): now $0.36 per share quarterly dividend, was $0.32. Algoma Central (AGMJF): now CAD 0.12 per share quarterly dividend, was CAD 0.11. Alliant Energy (LNT): now $0.38 per share quarterly dividend, was $0.355. Allied Properties Real Estate Investment Trust (APYRF): now CAD 0.1375 per share monthly dividend, was CAD 0.1330. Ally Financial (ALLY): now $0.19 per share quarterly dividend, was $0.17. Apogee (APOG): now … Read more

Dividend Increases/Decreases for the Week Ending January 18

by

Below we provide a list of firms that raised their dividends during the week ending January 18. 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 Alliant Energy (LNT): now $0.355 per share quarterly dividend, was $0.335. Ally Financial (ALLY): now $0.17 per share quarterly dividend, was $0.15. Antero Midstream GP (AMGP): now $0.164 per share quarterly dividend, was $0.144. Antero Midstream Partners (AM): now $0.47 per share quarterly dividend, was $0.44. Apogee (APOG): now $0.175 per share quarterly dividend, was $0.1575. BlackRock (BLK): now $3.30 per share quarterly dividend, was $3.13. … Read more

Podcast: REITs, Interest Rates and Beyond!

by

The Valuentum analyst team talks REITs and the reasons why REIT investors should pay close attention to changes in Treasury rates. Various secular themes across the data center, healthcare, office, and mall REITs are discussed, and an explanation for the sector’s systematically poor raw, unadjusted Dividend Cushion ratios is covered. ~8 mins. Tickerized for various ETFs and the holdings in the VNQ. Brian Nelson, CFA: In September, REITs were officially broken out from the financial sector to their own sector of the S&P 500 — some 30 or so stocks with $600 billion in market capitalization, or about 3% of the S&P 500. Could this change have marked a peak in performance for equity and mortgage REIT stocks? Are investors … Read more

Dividend Increases for the Week Ending January 15

by

Below we provide a list of firms that raised their dividends during the week ending January 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 Alliant Energy (LNT): now $0.5875 per share quarterly dividend, was $0.55. Antero Midstream (AM): now $0.22 per share quarterly dividend, was $0.205. Apogee (APOG): now $0.125 per share quarterly dividend, was $0.11. Blackrock, Inc. (BLK): now $2.29 per share quarterly dividend, was $2.18. Cinver Resources (CINR): now $0.5575 per share quarterly dividend, was $0.551. Delphi Automotive (DLPH): now $0.29 per share quarterly dividend, was $0.25. EPR … Read more

Dividend Increases for the Week Ending January 16

by

Below we provide a list of firms that raised their dividends during the week ending January 16. 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 Alliant Energy (LNT): now $0.55 per share quarterly dividend, was $0.51. Apogee (APOG): now $0.11 per share quarterly dividend, was $0.10. Chatham Lodging Trust (CLDT): now $0.10 per share monthly dividend, was $0.08. Consolidated Edison (ED): now $0.65 per share quarterly dividend, was $0.63. Core Laboratories (CLB): now $0.55 per share quarterly dividend, was $0.50. EPR Properties (EPR): now $0.3025 per share monthly dividend, was $0.285. … Read more

Firms Raising Their Dividends in the Week Ending March 1

by

The flurry of dividend increases continues. Below we provide a list of firms that upped their dividends for the week ending March 1. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please click here. Firms Raising Their Dividends This Week Acadia Realty Trust (AKR): now $0.21 per share quarterly dividend, was $0.18. American Realty Capital Properties (ARCP): now $0.075 per share monthly dividend, was $0.7458. Big 5 Sporting Goods Corporation (BGFV): now $0.10 per share quarterly dividend, was $0.075. CBL & Associates Properties, Inc. (CBL): now $0.23 per share quarterly dividend, was $0.22. Cedar Fair (FUN): now $0.625 per share quarterly distribution, was $0.40. Chico’s (CHS): … Read more

Dividend Increases/Decreases for the Week Ending November 18

by

Below we provide a list of firms that raised/lowered their dividends during the week ending November 18. 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 Agilent Technologies (A): now $0.132 per share quarterly dividend, was $0.115. American Equity (AEL): now $0.24 per share annual dividend, was $0.22. Assurant (AIZ): now $0.53 per share quarterly dividend, was $0.50. Bancroft Fund (BCV): now $0.52 per share quarterly dividend, was $0.25. Brown-Forman (BF.A): now $0.1825 per share quarterly dividend, was $0.17. Brunswick (BC): now $0.165 per share quarterly dividend, was $0.15. C&F Financial (CFFI): … Read more

Dividend Increases/Decreases for the Week Ending January 20

by

Below we provide a list of firms that raised their dividends during the week ending January 20. 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 Alexanders (ALX): now $4.25 per share quarterly dividend, was $4.00. Algonquin Power & Utilities (AQN): now $0.1165 per share quarterly dividend, was $0.1059. Bear State Financial (BSF): now $0.03 per share quarterly dividend, was $0.025 Capital Product Partners (CPLP): now $0.08 per share quarterly dividend, was $0.075. CMS Energy (CMS): now $0.3325 per share quarterly dividend, was $0.31. CONE Midstream Partners (CNNX): now $0.2724 per share … Read more

Dividend Increases/Decreases for the Week Ending January 19

by

Below we provide a list of firms that raised their dividends during the week ending January 19. 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 A.O. Smith (AOS): now $0.18 per share quarterly dividend, was $0.14. Alexanders (ALX): now $4.50 per share quarterly dividend, was $4.25. Alliant Energy (LNT): now $0.335 per share quarterly dividend, was $0.315. Antero Midstream (AM): now $0.365 per share quarterly dividend, was $0.34. Antero Midstream (AMGP): now $0.075 per share quarterly dividend, was $0.059. Citizens First (CZFC): now $0.06 per share quarterly dividend, was $0.05 (Adj. … Read more