Dividendinės Aristocrat akcijos gali padėti jums nepralenkti infliacijos. Šie 15 laimi didžiausius prizus už išmokėjimų padidinimą.

Some investors are interested in stocks that pay high dividend yields for a source of income. Others believe it is better to focus on total returns over long periods. The Dividend Aristocrats are a group of stocks that appeal to both camps.

Below is a list of Dividend Aristocrats that have increased their payouts the most over the past 10 years. The group’s performance has been, in a word, incredible.

Connection between dividends and inflation

MarketWatch’s Mark Hulbert advises investors to pay attention to dividends when inflation is high. He points to data showing that companies in the benchmark S&P 500 Index
SPX
-0.06%

tend to increase dividends at a higher rate than inflation.

Turning to the S&P 500 Dividend Aristocrats — a group within the benchmark that has increased annual regular dividends for at least 25 years — Hulbert makes the case that this group can be expected to pay dividends matching the yield on 10-year U.S. Treasury notes
TMUBMUSD10Y,
2.915%

over the next decade. And that’s on top of the potential for stock market gains when holding a group of blue-chip companies.

The Dividend Aristocrats don’t necessarily provide high income — many have low current dividend yields. The idea is that a commitment by management to padidinti payouts to owners over time might correlate with better long-term performance.

Geriausi dividendų sudarytojai

We decided to highlight Dividend Aristocrats that have raised payouts the most over the past decade. To do this, we expanded our pool beyond those in the S&P 500.

S&P Global maintains a large number of Dividend Aristocrat indexes. You can see the full list čia, and a shorter list of Aristocrat indexes tracked by exchange traded funds čia.

We focused on the three broad groups of Dividend Aristocrats listed on U.S. exchanges:

  • S&P 500 dividendų aristokratų indeksas
    SP50DIV,
    -0.08%

    is made up of the 65 stocks in the S&P 500 that have raised regular dividends on common shares for at least 25 years. It is tracked by the ProShares S&P 500 Dividend Aristocrats ETF
    TIKRA,
    + 1.15%
    .

  • S&P 400 Dividend Aristocrats Index apima 48 akcijas bendrovių, kurios mokėjo dividendus bent 15 metų iš eilės, sudarytos iš viso S&P Mid Cap 400 indekso.
    VIDURIO,
    + 0.76%
    .
     Jį seka ProShares S&P MidCap 400 Dividend Aristocrats ETF 
    REGL,
    + 1.17%
    .

  • S&P High Yield Dividend Aristocrats indeksas
    SPHYDA,
    + 1.19%

     Jį sudaro 119 S&P Composite 1500 indekso akcijų
    SP1500,
    + 0.00%

     1500 SP, +1.65 % kurie padidino dividendus bent 20 metų iš eilės. Jį seka SPDR S&P Dividend ETF
    SDY,
    + 1.26%
    .
     Pats S&P Composite 1500 sudarytas iš S&P 500, S&P Mid Cap 400 ir S&P 600 Small Cap indekso.
    SML,
    + 0.71%
    .
     So the S&P High Yield Dividend Aristocrats Index includes all the stocks in the S&P 500 Dividend Aristocrats Index. But it excludes some that are in the S&P 400 Dividend Aristocrats Index. The name of the High Yield Dividend Aristocrats Index is confusing, because the yields aren’t necessarily high — they range from 0.19% to 5.08%.

Combining the three Dividend Aristocrat Indexes and removing duplicates gives us a pool of 136 companies.

From that group, here are the 15 companies that have shown the highest compound annual growth rates (CAGR) for regular dividend payouts over the past 10 years. It makes no difference what the current dividend yield may be or what it was 10 years ago:

Bendrovė

Akcija

10-year dividend CAGR

Dabartinis dividendų pajamingumas

Dividend yield – 10 years ago

Dividend yield on shares purchased 10 years ago

Bendra grąža – 10 metai

„Cintas Corp.“

CTAS,
+ 0.60%
21.55%

0.91%

1.38%

9.69%

1119%

AO Smith Corp.

AOS,
+ 1.42%
21.48%

1.71%

1.44%

10.07%

576%

„Lowe's Companies Inc.“

LOW,
+ 2.81%
19.04%

1.58%

1.75%

10.00%

657%

Toro Co.

TTC,
+ 0.83%
18.49%

1.40%

1.24%

6.77%

448%

Bankas OZK

OZK,
+ 0.50%
17.85%

2.98%

1.58%

8.14%

241%

„Sherwin-Williams Co.“

SHW,
+ 0.33%
16.53%

0.95%

1.34%

6.17%

616%

„Roper Technologies Inc.

ROP,
+ 1.30%
16.25%

0.54%

0.57%

2.56%

406%

Nordson Corp.

NDSN,
+ 1.51%
15.10%

0.91%

0.95%

3.89%

371%

„Fastenal Co.“

GREITAS,
+ 0.56%
13.81%

2.19%

1.43%

5.22%

210%

„Williams-Sonoma Inc.

WSM,
-2.43%
13.49%

2.12%

2.31%

8.20%

393%

T. Rowe kainų grupė

TROW,
-1.19%
13.44%

3.31%

2.20%

7.77%

221%

„Hormel Foods Corp.“

HRL,
+ 1.77%
13.24%

1.94%

2.12%

7.34%

358%

„L3Harris Technologies Inc.“

LHX,
+ 0.03%
13.00%

1.74%

2.99%

10.13%

625%

Ilinojaus „Tool Works Inc.“

ITW,
+ 1.55%
12.98%

2.40%

2.60%

8.81%

362%

„Nike Inc.“ B klasė

NKE,
-0.86%
12.98%

0.89%

1.31%

4.45%

459%

Šaltinis: "FactSet"

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Notes about the Dividend Aristocrats that have grown payouts the most over the past 10 years:

  • The Dividend Aristocrat with the highest 10-year dividend growth CAGR was Cintas Corp.
    CTAS,
    + 0.60%
    ,
    which also had the best total return for 10 years through April 19, 2022, with dividends reinvested. That return of 1,119% compares to a total return of 295% for the S&P 500. In fact, among this group of 15 best dividend compounders among the Aristocrats, 13 have beaten the S&P 500’s 10-year return.

  • Dabartinis grupės derlingumas gali būti mažas – 10 yra mažesnis nei 2%, o penki - mažesnis nei 1%. Daugelis taip pat turėjo mažą derlių prieš 10 metų. Bet jei pažvelgtumėte į antrą stulpelį iš dešinės, pamatytumėte, kaip didelis pajamingumas būtų išaugęs iš 10 metų laikytų akcijų. Remiantis dabartinėmis išmokomis ir kainomis, sumokėtomis prieš 10 metų, trys iš 15 dabar uždirba 10 % ar daugiau, 7 – daugiau nei 12 %, o 5 – daugiau nei XNUMX %.

All in all, this group of 15 Dividend Aristocrats that have grown their dividends the most over the past 10 years has performed remarkably well. It made no difference how high or low the dividend was. A focus on generous increases of the payouts was correlated with high total returns eventually high income.

Donnepraleisk: Tikimasi, kad per ateinančius metus šios 20 aukšto reitingo akcijų padidės bent 70%.

Source: https://www.marketwatch.com/story/dividend-aristocrat-stocks-can-help-you-keep-ahead-of-inflation-these-15-take-top-prizes-for-raising-payouts-11650466442?siteid=yhoof2&yptr=yahoo