During the past week, GuruFocus recognized five companies as dividend growers. In order to be qualified for this list, the company had to:
· Have a dividend yield of greater than 3%.
· Have a strong history of stable and increasing dividends.
· Maintain Guru ownership.
· Have a market cap of greater than $10 billion.
The following five companies come from various industries and sectors of the market, but they all fit the necessary criteria needed to qualify them as dividend growers.
A comparison of the companies’ historical dividend growth:
Thomson Reuters (TRI)
On July 30, Thomson Reuters declared a dividend of $0.32 per share, representing a 3.80% dividend yield for the company. This dividend is payable on Sept. 16 to shareholders of the record at the close of business on Aug. 22, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 7.2%
· 5-year: 0.7%
· 3-year: 3.4%
Thomson Reuters is a source of intelligent information for businesses and professionals. The company combines industry expertise with technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets.
Thomson Reuters’ historical revenue and net income:
The company’s second quarter financials reported:
· Revenues grew 2%.
· EBITDA grew 3% to $858 million with a margin of 27.6%.
· Operating profit up slightly to $569 million with a margin of 18.3%.
· Adjusted EPS were $0.48, unchanged from the prior-year period.
The Peter Lynch Chart shows that Thomson Reuters currently appears to be overvalued:
Thomson Reuters has a market cap of $29.01 billion. Its shares are currently being traded at around $34.83 with a P/E ratio of 26.90, a P/S ratio of 2.20 and a P/B ratio of 1.70.
There are currently six gurus that maintain a position in TRI. Click here to see their holding histories.
Check out the new Dividend Page for TRI here!
CA Inc. (CA)
On August 1, CA declared a dividend of $0.25 per share, representing a 3.30% dividend yield for the company. This dividend is payable on Sept. 10 to shareholders of the record at the close of business on Aug. 22, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 22.9%
· 5-year: 58.1%
· 3-year: 58.1%
CA Technologies is a global information technology (IT) management software company. CA helps companies manage IT in all environments — main frame, distributed, virtualized and cloud — to become more productive and better compete, innovate and grow their businesses.
CA’s historical revenue and net income:
The company recently reported its first quarter 2014 results which highlighted:
· GAAP EPS grew 47% to $0.73.
· Non-GAAP EPS grew 25% to $0.78.
· Revenue decreased 1%.
· Cash flow from operations decreased 83%.
The Peter Lynch Chart shows that CA Technologies currently appears to be undervalued:
CA has a market cap of $13.82 billion. Its shares are currently traded at around $30.61 with a P/E ratio of 13.10, a P/S ratio of 3.00 and a P/B ratio of 2.50. The company has seen an annual average earnings growth of 14.6% over the past ten years.
GuruFocus rated CA thebusiness predictability rank of 5-star.
There are currently 14 gurus that maintain a position in CA. Click here to view their holding histories.
Check out the new Dividend Page for CA here!
Vornado Realty Trust (VNO)
On August 1, Vornado Realty Trust declared a dividend of $0.73 per share, representing a 3.40% dividend yield for the company. This dividend is payable on Aug. 22 to shareholders of the record at the close of business on Aug. 12, 2013.
The company’s historical dividend growth is as follows:
· 10-year: -1.2%
· 5-year: -2.3%
· 3-year: 7.4%
Vornado Realty Trust is a fully integrated REIT and conducts its business through Vornado Realty LP. Vornado is one of the largest owners and managers of commercial real estate in the U.S. with a portfolio of over 100 million square feet, primarily located in the New York and Washington D.C. areas.
Vornado’s historical revenue and net income:
The company announced its second quarter results which highlighted:
· Net income of $145.9 million, or $0.78 per diluted share, up from $20.5 million or $0.11 per share for the second quarter 2012.
· Funds from operations were $235.3 million, compared to $166.7 million last year.
The Peter Lynch Chart shows that Vornado currently appears to be overvalued:
Vornado Realty Trust has a market cap of $15.78 billion. Its shares are currently traded at around $83.62 with a P/E ratio of 124.00, a P/S ratio of 6.80 and a P/B ratio of 2.90. The company had an annual average earnings growth of 7.7% over the past five years.
There are ten gurus that hold a position in VNO. Click here to see their holding histories.
Check out Vornado’s new Dividend Page here!
Kimberly-Clark (KMB)
On Aug. 1, Kimberly-Clark declared a dividend of $0.81 per share, representing a 3.10% dividend yield for the company. This dividend is payable on Oct. 2 to shareholders of the record at the close of business on Sept. 6, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 8.6%
· 5-year: 6.6%
· 3-year: 5.4%
Kimberly-Clark is a global company focused on personal products such as consumer tissue, K-C Professional & Other, personal care and health care brands. The company is principally engaged in the manufacturing and marketing of a wide range of essential products to improve people’s lives.
Kimberly-Clark’s historical revenue and net income:
The company’s second quarter results highlighted:
· Net sales of $5.3 billion, even with a year ago.
· Organic sales rose 3%.
· Diluted net income per share for the second quarter was $1.36 versus $1.26 in 2012.
· Adjusted EPS were $1.41 compared to $1.30 in 2012.
The Peter Lynch Chart shows that Kimberly-Clark currently appears to be overvalued:
Kimberly-Clark has a market cap of $37.91 billion. Its shares are currently trading at around $99.32 with a P/E ratio of 21.60, a P/S ratio of 1.90 and a P/B ratio of 7.90. The company has seen an annual average earnings growth of 4.7% over the past ten years.
GuruFocus rated Kimberly-Clark the business predictability rank of 4.5-star.
There are currently 14 gurus that maintain shares in KMB. Click here to see their holding histories.
Check out Kimberly-Clark’s new Dividend Page here!
Barrick Gold Corp. (ABX)
On August 2, Barrick Gold declared a dividend of $0.05 per share, representing a 4.90% dividend yield for the company. This dividend is payable on Sept. 16 to shareholders of the record at the close of business on Aug. 30, 2013.
· The company’s historical dividend growth:
- 10-year: 12.9%
· 5-year: 16.7%
· 3-year: 17%
The company’s historical dividend growth is as follows:
Barrick Gold is engaged in the production and sale of gold, as well as related activities such as exploration and mine development. It also produces significant amounts of copper, mainly from the Zaldàvar mine, and holds interests in a platinum group metals development project and a nickel development project.
Barrick Gold’s historical revenue and net income growth:
The company’s second quarter results reported:
· Net loss of $8.56 billion ($8.55 per share)
· Adjusted net earnings of $663 million ($0.66 per share)
· Operating cash flow of $896 million.
· The company has sold Barrick Energy to alleviate costs
Barrick Gold has a market cap of $16.54 billion. Its shares are currently being traded at around $16.39 with a P/E ratio of 5.90, a P/S ratio of 1.20 and a P/B ratio of 0.80.
There are currently 13 gurus that maintain shares of Barrick Gold. Click here to see their holding histories.
Check out Barrick Gold’s new Dividend Page here.
To view a complete list of high yielding dividend stocks found among the gurus’ portfolios, click here.
· Have a dividend yield of greater than 3%.
· Have a strong history of stable and increasing dividends.
· Maintain Guru ownership.
· Have a market cap of greater than $10 billion.
The following five companies come from various industries and sectors of the market, but they all fit the necessary criteria needed to qualify them as dividend growers.
A comparison of the companies’ historical dividend growth:
Thomson Reuters (TRI)
On July 30, Thomson Reuters declared a dividend of $0.32 per share, representing a 3.80% dividend yield for the company. This dividend is payable on Sept. 16 to shareholders of the record at the close of business on Aug. 22, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 7.2%
· 5-year: 0.7%
· 3-year: 3.4%
Thomson Reuters is a source of intelligent information for businesses and professionals. The company combines industry expertise with technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets.
Thomson Reuters’ historical revenue and net income:
The company’s second quarter financials reported:
· Revenues grew 2%.
· EBITDA grew 3% to $858 million with a margin of 27.6%.
· Operating profit up slightly to $569 million with a margin of 18.3%.
· Adjusted EPS were $0.48, unchanged from the prior-year period.
The Peter Lynch Chart shows that Thomson Reuters currently appears to be overvalued:
Thomson Reuters has a market cap of $29.01 billion. Its shares are currently being traded at around $34.83 with a P/E ratio of 26.90, a P/S ratio of 2.20 and a P/B ratio of 1.70.
There are currently six gurus that maintain a position in TRI. Click here to see their holding histories.
Check out the new Dividend Page for TRI here!
CA Inc. (CA)
On August 1, CA declared a dividend of $0.25 per share, representing a 3.30% dividend yield for the company. This dividend is payable on Sept. 10 to shareholders of the record at the close of business on Aug. 22, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 22.9%
· 5-year: 58.1%
· 3-year: 58.1%
CA Technologies is a global information technology (IT) management software company. CA helps companies manage IT in all environments — main frame, distributed, virtualized and cloud — to become more productive and better compete, innovate and grow their businesses.
CA’s historical revenue and net income:
The company recently reported its first quarter 2014 results which highlighted:
· GAAP EPS grew 47% to $0.73.
· Non-GAAP EPS grew 25% to $0.78.
· Revenue decreased 1%.
· Cash flow from operations decreased 83%.
The Peter Lynch Chart shows that CA Technologies currently appears to be undervalued:
CA has a market cap of $13.82 billion. Its shares are currently traded at around $30.61 with a P/E ratio of 13.10, a P/S ratio of 3.00 and a P/B ratio of 2.50. The company has seen an annual average earnings growth of 14.6% over the past ten years.
GuruFocus rated CA thebusiness predictability rank of 5-star.
There are currently 14 gurus that maintain a position in CA. Click here to view their holding histories.
Check out the new Dividend Page for CA here!
Vornado Realty Trust (VNO)
On August 1, Vornado Realty Trust declared a dividend of $0.73 per share, representing a 3.40% dividend yield for the company. This dividend is payable on Aug. 22 to shareholders of the record at the close of business on Aug. 12, 2013.
The company’s historical dividend growth is as follows:
· 10-year: -1.2%
· 5-year: -2.3%
· 3-year: 7.4%
Vornado Realty Trust is a fully integrated REIT and conducts its business through Vornado Realty LP. Vornado is one of the largest owners and managers of commercial real estate in the U.S. with a portfolio of over 100 million square feet, primarily located in the New York and Washington D.C. areas.
Vornado’s historical revenue and net income:
The company announced its second quarter results which highlighted:
· Net income of $145.9 million, or $0.78 per diluted share, up from $20.5 million or $0.11 per share for the second quarter 2012.
· Funds from operations were $235.3 million, compared to $166.7 million last year.
The Peter Lynch Chart shows that Vornado currently appears to be overvalued:
Vornado Realty Trust has a market cap of $15.78 billion. Its shares are currently traded at around $83.62 with a P/E ratio of 124.00, a P/S ratio of 6.80 and a P/B ratio of 2.90. The company had an annual average earnings growth of 7.7% over the past five years.
There are ten gurus that hold a position in VNO. Click here to see their holding histories.
Check out Vornado’s new Dividend Page here!
Kimberly-Clark (KMB)
On Aug. 1, Kimberly-Clark declared a dividend of $0.81 per share, representing a 3.10% dividend yield for the company. This dividend is payable on Oct. 2 to shareholders of the record at the close of business on Sept. 6, 2013.
The company’s historical dividend growth is as follows:
· 10-year: 8.6%
· 5-year: 6.6%
· 3-year: 5.4%
Kimberly-Clark is a global company focused on personal products such as consumer tissue, K-C Professional & Other, personal care and health care brands. The company is principally engaged in the manufacturing and marketing of a wide range of essential products to improve people’s lives.
Kimberly-Clark’s historical revenue and net income:
The company’s second quarter results highlighted:
· Net sales of $5.3 billion, even with a year ago.
· Organic sales rose 3%.
· Diluted net income per share for the second quarter was $1.36 versus $1.26 in 2012.
· Adjusted EPS were $1.41 compared to $1.30 in 2012.
The Peter Lynch Chart shows that Kimberly-Clark currently appears to be overvalued:
Kimberly-Clark has a market cap of $37.91 billion. Its shares are currently trading at around $99.32 with a P/E ratio of 21.60, a P/S ratio of 1.90 and a P/B ratio of 7.90. The company has seen an annual average earnings growth of 4.7% over the past ten years.
GuruFocus rated Kimberly-Clark the business predictability rank of 4.5-star.
There are currently 14 gurus that maintain shares in KMB. Click here to see their holding histories.
Check out Kimberly-Clark’s new Dividend Page here!
Barrick Gold Corp. (ABX)
On August 2, Barrick Gold declared a dividend of $0.05 per share, representing a 4.90% dividend yield for the company. This dividend is payable on Sept. 16 to shareholders of the record at the close of business on Aug. 30, 2013.
· The company’s historical dividend growth:
- 10-year: 12.9%
· 5-year: 16.7%
· 3-year: 17%
The company’s historical dividend growth is as follows:
Barrick Gold is engaged in the production and sale of gold, as well as related activities such as exploration and mine development. It also produces significant amounts of copper, mainly from the Zaldàvar mine, and holds interests in a platinum group metals development project and a nickel development project.
Barrick Gold’s historical revenue and net income growth:
The company’s second quarter results reported:
· Net loss of $8.56 billion ($8.55 per share)
· Adjusted net earnings of $663 million ($0.66 per share)
· Operating cash flow of $896 million.
· The company has sold Barrick Energy to alleviate costs
Barrick Gold has a market cap of $16.54 billion. Its shares are currently being traded at around $16.39 with a P/E ratio of 5.90, a P/S ratio of 1.20 and a P/B ratio of 0.80.
There are currently 13 gurus that maintain shares of Barrick Gold. Click here to see their holding histories.
Check out Barrick Gold’s new Dividend Page here.
To view a complete list of high yielding dividend stocks found among the gurus’ portfolios, click here.
