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GuruFocus Names Four Dividend Growers

September 10, 2013 | About:
Monica Wolfe

Monica Wolfe

119 followers
During the past week, GuruFocus recognized four 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 four 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:

1378828504734.png



Nucor Corp. (NUE)


On Sept. 5, Nucor Corp. declared a dividend of $0.368 per share, representing a 3.08% dividend yield for the company. This dividend is payable on Nov. 8 to shareholders of the record at the close of business on Sept. 27, 2013.

The company’s historical dividend growth is as follows:

· 10-year: 28.1%

· 5-year: -0.3%

· 3-year: 1.2%

The Company and its affiliates are manufacturer of steel and steel products. The Company through its affiliates processes ferrous and nonferrous metals and brokers ferrous and nonferrous metals, pig iron, hot briquetted iron and DRI.

Nucor’s historical revenue and net income:

1378826988263.png

The analysis on Nucor reports that the revenue has been in decline over the past year, the dividend yield is at a 3-year low, the price is nearing a 5-year high and the company has issued $323.942 over the past three years.

The Peter Lynch Chart suggests that the company is currently overvalued:

1378827104941.png

Nucor has a market cap of $15.36 billion. Its shares are currently trading at around $48.26 with a P/E ratio of 37.00, a P/S ratio of 0.80 and a P/B ratio of 2.00. The company had an annual average earnings growth of 6.4%.

Ventas Inc. (VTR)

On Sept. 4, Ventas declared a dividend of $0.67 per share, representing a 4.15% dividend yield for the company. This dividend is payable on Sept. 27 to shareholders of the record at the close of business on Sept. 13, 2013.

The company’s historical dividend growth is as follows:

· 10-year: 9.1%

· 5-year: 5.1%

· 3-year: 6.6%

1378827303396.png

Ventas Inc is a real estate investment trust with a portfolio of seniors housing and healthcare properties in the United States and Canada.

Ventas’ historical revenue and net income:

1378827386722.png

The analysis on Ventas reported that the company has issued $2.2 billion in debt over the past three years, that the dividend yield is at a 1-year high and that they have shown predictable revenue and earnings growth.

The Peter Lynch Chart suggests that the company currently appears to be overvalued:

1378827520901.png

Ventas has a market cap of $18.03 billion. Its shares are currently trading at around $61.50 with a P/E ratio of 39.10, a P/S ratio of 6.80 and a P/B ratio of 2.00. The company had an annual average earnings growth of 5.6% over the past ten years.

GuruFocus rated Ventas the business predictability rank of 3-star.

Northeast Utilities (NU)

On Sept. 4, Northeast Utilities declared a dividend of $0.368 per share, representing a 3.49% dividend yield for the company. This dividend is payable on Sept. 30 to shareholders of the record at the close of business on Sept. 16, 2013.

The company’s historical dividend growth is as follows:

· 10-year: 9.1%

· 5-year: 11.5%

· 3-year: 11.7%

1378827722650.png

Northeast Utilities is the parent company of the Northeast Utilities system. The NU system furnishes franchised retail electric service to customers in Connecticut, New Hampshire and western Massachusetts through three of NU's wholly-owned subsidiaries.

Northeast Utilities’ historical revenue and net income:

1378827833034.png

The analysis on Northeast Utilities reports that the revenue has been in decline for the past five years, the company has issued $1.2 billion of debt in the past three years and the operating margin is expanding.

1378827939982.png

Northeast Utilities has a market cap of $12.81 billion. Its shares are currently trading at around $40.70 with a P/E ratio of 16.50, a P/S ratio of 1.80 and a P/B ratio of 1.40. The company had an annual average earnings growth of 2.5% over the past ten years.

Verizon Communications (VZ)

On Sept. 2, Verizon Communications declared a dividend of $0.53 per share, representing a 4.49% dividend yield for the company. This dividend is payable on Nov. 1 to shareholders of the record at the close of business on Oct. 10, 2013.

The company’s historical dividend growth is as follows:

· 10-year: 2.2%

· 5-year: 3.2%

· 3-year: 2.8%

1378828109173.png

The company is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies.

Verizon’s historical revenue and net income:

1378828227954.png

The analysis on Verizon Communications reports that the operating margin has been in a 5-year decline and that the dividend yield is at a 1-year high.

1378828351567.png

Verizon Communications has a market cap of $131.32 billion. Its shares are currently trading at around $45.89 with a P/E ratio of 84.80, a P/S ratio of 1.10 and a P/B ratio of 3.90. The company had an annual average earnings growth of 2.6% over the past ten years.

To view a complete list of high yielding dividend stocks found among the gurus’ portfolios, click here.

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Rating: 2.5/5 (4 votes)

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