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Yahoo
14-06-2025
- Business
- Yahoo
This Reliable Dividend Stock Is Up Over 8,851% Since Its IPO. Here's Why It's a Buy Now.
Most years, a majority of professional money managers fail to outperform the S&P 500 index. Since its stock market debut in 1994, Realty Income has more than quadrupled the market with an 8,851% total return. At recent prices, Realty Income offers a 5.6% dividend yield. 10 stocks we like better than Realty Income › Enormous sums of money flowing through Wall Street banks have been attracting the world's most talented financial minds for generations. You might be shocked to learn that in any given year, most fail to outperform the benchmark S&P 500 (SNPINDEX: ^GSPC) index. Last year, a little over one-fifth of actively managed U.S. funds outperformed the benchmark, and that figure gets much slimmer over time. Over the past 20 years, absolute returns from all but 8% of all large-cap funds in the U.S. underperformed the benchmark. The average American fund manager can't hold a candle to the S&P 500 index, but there's a reliable dividend stock that has outperformed the benchmark by a mile. Since its initial public offering (IPO) in 1994, Realty Income (NYSE: O) stock has risen a little faster than the S&P 500 index. If we add up monthly dividend payments that have risen every quarter since its IPO, Realty Income has trounced the benchmark with an 8,780% total return. Folks who invested $1,000 into the SPDR S&P 500 ETF Trust at the time of Realty Income's IPO and kept the dividends have seen their investment grow past $22,000. The benchmark index has produced magnificent gains, but it can't hold a candle to Realty Income's long-term returns. Folks who invested $1,000 in Realty Income in 1994 are already halfway toward a down payment on a starter home in California. Realty Income is a real estate investment trust (REIT) that finished March with 15,627 commercial properties in its portfolio. Instead of managing its properties, it has tenants such as Tractor Supply and Home Depot sign net leases that make them responsible for taxes, maintenance, and any other variable costs associated with building ownership. Realty Income's weighted average remaining lease term is over nine years, and investors can look forward to this REIT recapturing those tenants and raising their rent further when their existing leases expire. Since 1996, the company has released about 6,000 properties at a renewal recapture rate of 103%. With annual rent escalators written into long-term leases and an impressive lease renewal recapture rate, Realty Income's cash flows are highly predictable. Recently, the company raised its monthly dividend for the 131st time to $0.269 per share. Despite steadily raising its payout for over 30 years, the well-managed REIT earns enough to raise it much further. Management posted first-quarter adjusted funds from operations (FFO), a proxy for earnings used to evaluate REITs, that rose to $1.06 per share. That's more than it needs to comfortably meet a dividend commitment currently set at $0.807 per quarter. The bond rating agencies adore Realty Income's portfolio of over 15,000 buildings and its track record for steadily growing earnings that goes back to 1970. An A3 rating from Moody's and an A- rating from S&P Global recently helped the company borrow 1.3 billion worth of euros with terms that will make your head spin. The notes it sold don't need to be repaid for about eight years on average, and the average yield to maturity is just 3.69%. Access to heaps of super-cheap capital is an advantage that Realty Income's smaller peers aren't likely to duplicate next year or in the next decade. This means it can offer competitive terms and continue attracting the best tenants for the long run. Even after 55 years in business, the vast majority of commercial buildings are still owned by the companies that operate them. In the U.S., less than 4% of the addressable market for net lease REITs was owned by Realty Income and its publicly traded peers. This figure is less than 0.1% in the E.U. With a favorable competitive position that shouldn't be too difficult to maintain, and a huge addressable market, Realty Income could continue raising its dividend payout every three months for another 30 years. The yield it offers is already a juicy 5.6% at recent prices. Adding some shares of this reliable dividend payer to a diverse portfolio looks like a smart move for just about any investor right now. Before you buy stock in Realty Income, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Realty Income wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $655,255!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $888,780!* Now, it's worth noting Stock Advisor's total average return is 999% — a market-crushing outperformance compared to 174% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Cory Renauer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Home Depot, Realty Income, and Tractor Supply. The Motley Fool recommends the following options: short July 2025 $54 calls on Tractor Supply. The Motley Fool has a disclosure policy. This Reliable Dividend Stock Is Up Over 8,851% Since Its IPO. Here's Why It's a Buy Now. was originally published by The Motley Fool 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
Yahoo
13-06-2025
- Business
- Yahoo
S&P 500 ETFs Hover Near Record Highs: 5 Stocks Aiding the Rally
The S&P 500 closed above 6,000 points on June 6, marking its first close above that level since February. As of June 12, the index stood at 6,045.26, somewhat below the all-time high reached earlier this year. The rally continues to push major indexes back toward record highs, following several weeks of pressure due to trade tensions. The SPDR S&P 500 ETF Trust SPY has gained about 3.3% year-to-date and is up 2.9% over the past month. The U.S. stock market has rebounded in recent weeks as investor worries over Trump's proposed tariffs have diminished, while corporate earnings and economic indicators have remained solid. Note that the S&P 500 recorded the strongest monthly performance in May since late 2023. Consumer prices in the United States rose modestly in May, indicating that President Donald Trump's tariffs have not yet had a significant impact on inflation. The Consumer Price Index (CPI) increased by just 0.1% in May, falling short of the 0.2% monthly increase forecasted by a Dow Jones survey, as quoted on CNBC. This puts the annual inflation rate at 2.4%, matching economists' expectations for the year. This kind of soft inflation data may help the Fed to cut rates in the near term and boost stocks (read: Sector ETFs Likely to Gain on May Inflation Data). Talks aimed at easing tensions between the United States and China have concluded with what President Donald Trump described as a "deal." According to Trump, China has agreed to supply U.S. companies with magnets and rare earth metals—key materials in the technology and defense sectors. In return, the United States will withdraw its threats to revoke visas for Chinese students, a point of disagreement in recent months. Small business owners grew more optimistic in May, reflecting improved expectations for business conditions and sales. The latest data revealed that the small business optimism index climbed to 98.8 in May, up from 95.8 in April. This marked the first rise since September (read: Small Business Optimism Grows: What's Ahead for ETFs?). Despite geopolitical uncertainty and macro headwinds, corporate America delivered better-than-expected first-quarter 2025 earnings. The tech sector, particularly, has shown robust revenue growth, fueled by AI adoption and cloud expansion. Citi analysts lifted their year-end target for the S&P 500 to 6,300. 'Renewed confidence in the AI-related opportunity" and "improved earnings growth expectations" headed into next year have been held responsible for the bullish revision in the price target. Several banks have recently boosted their own targets. Deutsche Bank also lately lifted its target to 6,550, as quoted on Yahoo Finance. Against this backdrop, below we highlight a few stocks that drove the S&P 500 index. Palantir Technologies PLTR – Up 80.0% YTD Palantir Technologies builds and deploys software platforms for the intelligence community to help in counterterrorism investigations and operations across the United States and internationally. Palantir's software is used in approximately 80 industries globally. The stock hails from top-ranked industry (top 20%) and top-ranked sector (top 44%). NRG Energy NRG – Up 62.8% YTD The company is engaged in the production, sale and delivery of energy and energy products and services to residential, industrial as well as commercial consumers in major competitive power markets in the United States. The stock comes from top-ranked industry (top 26%) and top-ranked sector (top 13%). Howmet Aerospace HWM – Up 54.8% YTD Howmet Aerospace Inc. provides engineered solutions for customers in the transportation and aerospace (both defense and commercial) industries. Notably, it offers forged wheels for commercial use in the transportation industry. It also provides aerospace fastening systems, components used in jet engines and structural parts made of titanium used in defense and aerospace applications. The stock comes from top-ranked industry (top 29%) and top-ranked sector (top 6%). Philip Morris International PM – Up 52.0% YTD The tobacco giant has been expanding in the reduced risk products (RRPs) or smoke-free products category, evident from the success of IQOS (a heating tobacco device) that counts amongst one of the leading RRPs in the industry. The stock belongs to a top-ranked industry (top 11%). GE Aerospace GE – Up 42.4% YTD GE Aerospace (erstwhile General Electric Company) is a leading designer, developer and producer of jet engines, components and integrated systems for military, commercial and business aircraft. The stock comes from top-ranked industry (top 29%) and top-ranked sector (top 6%).Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GE Aerospace (GE) : Free Stock Analysis Report NRG Energy, Inc. (NRG) : Free Stock Analysis Report Philip Morris International Inc. (PM) : Free Stock Analysis Report SPDR S&P 500 ETF (SPY): ETF Research Reports Howmet Aerospace Inc. (HWM) : Free Stock Analysis Report Palantir Technologies Inc. (PLTR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
Consumer Discretionary ETFs Set for a Comeback?
As markets rally on renewed trade-talk optimism, investors are turning bullish with a rising risk appetite. The S&P 500 Consumer Discretionary Index has increased 20.14% over the past year and 10.78% quarter to date, outperforming the S&P 500 Index. The broad market index has gained 12.65% and 7.61% over the past year and quarter to date, respectively. Lower likelihood of a recession, improved consumer sentiment and progressing trade talks between Washington-Beijing are fueling the consumer discretionary sector's momentum. According to CNBC, recession concerns among business leaders are easing. Per the data, just under 30% of CEOs now expect a mild or severe recession in the next six months, down from 46% in May and 62% in April. Optimism is also rising in the economy, with more than 40% of the surveyed CEOs now expecting some level of economic growth in the United States, nearly double the 23% who felt the same in April. This reflects a notable shift in sentiment among corporate leaders, signaling growing confidence in the resilience of the U.S. economy. Per a survey by New York Federal Reserve, as quoted on CNBC, easing inflation worries among average consumers following President Trump's decision to roll back some of his more aggressive trade measures is helping the cyclical sectors. According to a survey by the Conference Board, the Consumer Confidence Index jumped to 98.0 in May, marking a 12.3-point increase from April, giving consumer sentiment a much-needed boost. According to CNBC, driven by progressing trade talks between Wahington and Beijing, investors are turning bullish, with 44% anticipating higher stock prices in the next 12 months, up from 37.6% in April. Markets traded higher after China and the United States announced that they had agreed on a framework to build on the trade truce reached in Geneva last month, according to Yahoo Finance. The rally in consumer discretionary funds highlight rising optimism about the economy and expectations for stronger consumer spending. Consumer discretionary funds have performed comparatively better than the SPDR S&P 500 ETF SPY, which has gained 6.28% over the past month and 13.41% over the past year. Below, we highlight a few consumer discretionary funds for investors to consider. Consumer Discretionary Select Sector SPDR Fund seeks to track the performance of the Consumer Discretionary Select Sector Index with a basket of 51 securities. The fund has amassed an asset base of $21.52 billion and charges an annual fee of 0.08%. The fund has double-digit exposure to Amazon AMZN and Tesla TSLA, with 23.17% and 16.17%, respectively. XLY has about 97.97% of its assets allocated to large-cap securities and has a weighted alpha of 18.42. Consumer Discretionary Select Sector SPDR Fund has gained 8.48% over the past month and 22.74% over the past year. Vanguard Consumer Discretionary ETF seeks to track the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index with a basket of 292 securities. The fund has amassed an asset base of $5.78 billion and charges an annual fee of 0.09%. The fund has double-digit exposure to AMZN and TSLA, with 22.54% and 14.30%, respectively. VCR has about 62.5% of its assets allocated to large-cap securities and has a weighted alpha of 15.49. Vanguard Consumer Discretionary ETF has gained 9.35% over the past month and 17.87% over the past year. Fidelity MSCI Consumer Discretionary Index ETF seeks to track the performance of the MSCI USA IMI Consumer Discretionary 25/50 Index with a basket of 262 securities. The fund has amassed an asset base of $1.75 billion and charges an annual fee of 0.08%. The fund has double-digit exposure to AMZN and TSLA, with 22.89% and 16.06%, respectively. FDIS has about 66.95% of its assets allocated to large-cap securities and has a weighted alpha of 15.6. Fidelity MSCI Consumer Discretionary Index ETF has gained 9.30% over the past month and 17.92% over the past year. First Trust Consumer Discretionary AlphaDEX Fund seeks to track the performance of the StrataQuant Consumer Discretionary Index with a basket of 122 securities. The fund has amassed an asset base of $327.5 million and charges an annual fee of 0.61%. The fund has the top allocation to Carvana CVNA, with a share of 2.04%, indicating that it has less concentration risk. FXD has about 52.34% of its assets allocated to large-cap securities and has a weighted alpha of 5.23. First Trust Consumer Discretionary AlphaDEX Fund has gained 8.64% over the past month and 1.96% over the past year. Invesco S&P 500 Equal Weight Consumer Discretionary ETF seeks to track the performance of the S&P 500 Equal Weight Consumer Discretionary Index with a basket of 53 securities. The fund has amassed an asset base of $207.6 million and charges an annual fee of 0.40%. The fund's top allocation to Ulta Beauty ULTA, with a share of 2.72%, indicates that it has less concentration risk. RSPD has about 83.57% of its assets allocated to large-cap securities and has a weighted alpha of 9.37. Invesco S&P 500 Equal Weight Consumer Discretionary ETF has gained 5.76% over the past month and 8.23% over the past year. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Inc. (AMZN) : Free Stock Analysis Report Ulta Beauty Inc. (ULTA) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report SPDR S&P 500 ETF (SPY): ETF Research Reports Consumer Discretionary Select Sector SPDR ETF (XLY): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports Fidelity MSCI Consumer Discretionary Index ETF (FDIS): ETF Research Reports First Trust Consumer Discretionary AlphaDEX ETF (FXD): ETF Research Reports Carvana Co. (CVNA) : Free Stock Analysis Report Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
11-06-2025
- Business
- Yahoo
5 Dividend ETFs Hovering Around a 52-Week High
The S&P 500 posted its strongest May performance in more than three decades, largely driven by a surge in the "Magnificent Seven" tech stocks. SPDR S&P 500 ETF SPY has advanced 2.1% so far this month (as of Jun 10, 2025). So far, the month has seen Trump-Musk feud, and still-alive trade tensions. U.S.-EU trade tensions are still present (read: 6 ETFs to Invest in June). In such a volatile market, dividend ETFs normally come to rescue. The hunt for dividends in the equity market is always on, irrespective of how it is behaving. After all, who doesn't like a steady stream of current income along with capital gains? And if investors are mired in a web of equity market uncertainty, global growth worries and geopolitical crisis, the lure for dividend investing increases further. Investors should note that not all dividend stocks serve the same purpose. While the high-yield ones are known for offering hefty current income, stocks with dividend growth point to quality investing — a prerequisite to making money in this volatile environment. Hence, dividend investing became even more important. Several dividend-based exchange-traded funds (ETFs) hit a 52-week high lately. These securities provide investors with avenues to make up for capital losses if that happens at all. Against this backdrop, below we highlight a few of the dividend ETFs that have been hovering around a 52-week high. Note that international dividend ETFs showed strength this time around. ProShares S&P Technology Dividend Aristocrats ETF TDV The underlying S&P Technology Dividend Aristocrats Index targets companies from information technology, internet and direct marketing retail, interactive home entertainment, and interactive media and services segments of the economy. The fund charges 45 bps in fees. First Trust NASDAQ Technology Dividend ETF TDIV The underlying NASDAQ Technology Dividend Index includes up to 100 Technology and Telecommunications companies that pay a regular or common dividend. The fund charges 50 bps in fees. ALPS International Sector Dividend Dogs ETF IDOG The underlying S-Network International Sector Dividend Dogs Index identifies five high yielding securities, based on regular cash dividends, in each of the ten Global Industry Classification Standard sectors and is rebalanced quarterly. The fund charges 50 bps in fees. Pacer Global Cash Cows Dividend ETF GCOW The underlying Pacer Global Cash Cows Dividend Index uses an objective, rules-based methodology to provide exposure to global companies with high dividend yields backed by a high free cash flow yield. The fund charges 60 bps in fees. WisdomTree Emerging Markets Quality Dividend Growth ETF DGRE The fund seeks to gain access to the current investment landscape of emerging market dividend growing companies by applying quality and growth screens. The fund uses to complement emerging market high yielding dividend strategies. The fund charges 32 bps in fees. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report SPDR S&P 500 ETF (SPY): ETF Research Reports WisdomTree Emerging Markets Quality Dividend Growth ETF (DGRE): ETF Research Reports First Trust NASDAQ Technology Dividend ETF (TDIV): ETF Research Reports Pacer Global Cash Cows Dividend ETF (GCOW): ETF Research Reports ALPS International Sector Dividend Dogs ETF (IDOG): ETF Research Reports ProShares S&P Technology Dividend Aristocrats ETF (TDV): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
07-06-2025
- Business
- Yahoo
Trump pushes for ‘full point' rate cut on social media
President Trump said on Truth Social: ''Too Late' at the Fed is a disaster! Europe has had 10 rate cuts, we have had none. Despite him, our Country is doing great. Go for a full point, Rocket Fuel!' Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on SPY: Disclaimer & DisclosureReport an Issue May U.S. nonfarm payrolls rise 139,000, unemployment rate remains 4.2% SPDR S&P 500 ETF Trust: Pivot points Stock Market News Today, 6/6/25 – Futures Up as Market Eyes Jobs Data Over Musk-Trump Feud Trump says OBBB 'one of the greatest bills ever presented to Congress' U.S. Treasury finds that no trading partner manipulated exchange rate Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
