Podcast: REITs, Interest Rates and Beyond!

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 June 19

Below we provide a list of firms that raised their dividends during the week ending June 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 Farmers & Merchants Bancorp (FMAO): now $0.22 per share quarterly dividend, was $0.21. FBR (FBRC): now $0.20 per share quarterly dividend, first dividend paid. First Bancorp (FNLC): now $0.22 per share quarterly dividend, was $0.21. Great Southern Bancorp (GSBC): now $0.22 per share quarterly dividend, was $0.20. Investar (ISTR): now $0.0078 per share quarterly dividend, was $0.0074. Medtronic (MDT): now $0.38 per share quarterly dividend, was … Read more

Dividend Increases for the Week Ending March 27

Below we provide a list of firms that raised/lowered their dividends during the week ending March 27. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports, please use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week Artesian Resources (ARTNA): now $0.2183 per share quarterly dividend, was $0.2151. City Holding (CHCO): now $0.42 per share quarterly dividend, was $0.40. Gazit-Globe (GZT): now $0.46 per share quarterly dividend, was $0.45. Oxford Industries (OXM): now $0.24 per share quarterly dividend, was $0.21. Silver Bay Realty (SBY): now $0.09 per share quarterly dividend, was $0.06. UDR (UDR): now $0.2775 per share quarterly dividend, was $0.26.   … Read more

Dividend Increases for the Week Ending December 19

Below we provide a list of firms that raised their dividends during the week ending December 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 3M (MMM): now $1.025 per share quarterly dividend, was $0.855. AES (AES): now $0.10 per share quarterly dividend, was $0.05. Amgen (AMGN): now $0.79 per share quarterly dividend, was $0.61. Andersons (ANDE): now $0.14 per share quarterly dividend, was $0.11. Apollo Residential Mortgage (AMTG): now $0.45 per share quarterly dividend, was $0.44. AT&T (T): now $0.47 per share quarterly dividend, was $0.46. Balchem (BCPC): now $0.30 … Read more

Dividend Increases for the Week Ending September 5

Below we provide a list of firms that raised their dividends during the week ending September 5. 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 Altisource Residential (RESI): now $0.55 per share quarterly dividend, was $0.45. Atrion (ATRI): now $0.75 per share quarterly dividend, was $0.64. Avago Tech (AVGO): now $0.32 per share quarterly dividend, was $0.29. Eastgroup Properties (EGP): now $0.57 per share quarterly dividend, was $0.54. Silver Bay Realty Trust (SBY): now $0.04 per share quarterly dividend, was $0.03. Verizon (VZ): now $0.55 per share quarterly dividend, was $0.53.  >>Last week’s … Read more

Dividend Increases/Decreases for the Week Ending March 14

Below we provide a list of firms that raised/lowered their dividends during the week ending March 14. Firms Raising Their Dividends This Week Capstead (CMO): now $0.34 per share quarterly dividend, was $0.31. Colgate-Palmolive (CL): now $0.36 per share quarterly dividend, was $0.34. Douglas Dynamics (PLOW): now $0.2175 per share quarterly dividend, was $0.2125. Ellington Residential Mortgage REIT (EARN): now $0.55 per share quarterly dividend, was $0.50. Equity Lifestyle Properties (ELS): now $0.325 per share quarterly dividend, was $0.25. General Mills (GIS): now $0.41 per share quarterly dividend, was $0.38. Gramercy (GPT): reinstates common stock dividend of $0.035 per share quarterly dividend. Hurco Companies (HURC): now $0.07 per share quarterly dividend, was $0.05. JMP Group (JMP): now $0.045 per share … Read more

Dividend Increases/Decreases for the Week Ending December 18

Below we provide a list of firms that raised/lowered their dividends during the week ending December 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 ADT (ADT): now $0.22 per share quarterly dividend, was $0.21. AES (AES): now $0.11 per share quarterly dividend, was $0.10. Amgen (AMGN): now $1.00 per share quarterly dividend, was $0.79. Apollo Commercial (ARI): now $0.46 per share quarterly dividend, was $0.44. Apollo Residential Mortgage (AMTG): now $0.50 per share quarterly dividend, was $0.48. AT&T (T): now $0.48 per share quarterly dividend, was $0.47. Boeing (BA): now … Read more