According to GuruFocus’ All-In-One Screener, the following stocks have a five-year growing dividend yield with strong profitability and a long-term track record of solid returns and growing asset value.
Agrium Inc.Ă‚ (AGU, Financial) has a dividend yield that has grown 105% over the last five years. The yield is now 3.48% with a payout ratio of 67%. The company has a 10-year asset growth rate of 21%, supported by a current return on assets (ROA) of 4.28%.
The profitability rating of 8 of 10 is confirmed by a current return on equity (ROE) of 11.65%. The ROE and ROA are outperforming the industry median and are ranked higher than 58% of their competitors. Financial strength has a rating of 5 of 10. The cash-debt ratio of 0.05 is underperforming 90% of its competitors and the equity to asset ratio of 0.38 is below the industry median of 0.48.
The company is a retail supplier of agricultural products and services in North and South America. It produces and markets agricultural nutrients and industrial products.
The largest investor in the company among the gurus is Dodge & Cox with 1.93% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.34%, NWQ Managers (Trades, Portfolio) with 0.17%, Jeremy Grantham (Trades, Portfolio) with 0.07%, Westport Asset Management (Trades, Portfolio) with 0.05% and Stanley Druckenmiller (Trades, Portfolio) with 0.03%.
Amphenol Corp. Class AĂ‚ (APH, Financial) has a dividend yield that has grown 92.10% over the last five years. The yield is now 0.86% with a payout ratio of 22%. The company has a 10-year asset growth rate of 12%, supported by a current ROA of 10.04%.
The profitability rating of 9 of 10 is confirmed by a current ROE of 23.15%. The ROE and ROA are outperforming the industry median and are ranked higher than 88% of competitors. Financial strength has a rating of 6 of 10. The cash-debt ratio of 0.34 is underperforming 78% of its competitors and the equity to asset ratio of 0.44 is below the industry median of 0.57.
The company designs, manufactures and markets electrical, electronic and fiber optic connectors, interconnect systems, and coaxial and flat-ribbon cable.
First Eagle Investment (Trades, Portfolio) holds 1.26% of outstanding shares of the company and is the largest investor among the gurus. First Eagle is followed by Pioneer Investments with 0.51%, Grantham with 0.24%, Westport Asset Management  with 0.21%, Chuck Royce (Trades, Portfolio) with 0.02% and Jim Simons (Trades, Portfolio) with 0.02%.
Harman International Industries Inc. (HAR, Financial) has a dividend yield has grown 86.40% over the last five years. The yield is now 1.26% with a payout ratio of 27%. The company has a 10-year asset growth rate of 9%, supported by a current ROA of 6.37%.
The profitability rating of 8 of 10 is confirmed by a current ROE of 15.43%. The ROE and ROA are outperforming the industry median and are ranked higher than 74% of competitors. Financial strength has a rating of 6 of 10. The cash-debt ratio of 0.38 is underperforming 76% of its competitors and the equity to asset ratio of 0.41 is below the industry median of 0.57.
The company is engaged in the development, manufacturing and marketing of audio products, lighting solutions, electronic systems and digitally integrated audio and infotainment systems for the automotive industry.
The largest investor in the company among the gurus is John Rogers (Trades, Portfolio) with 1.81% of outstanding shares, followed by Third Avenue Management (Trades, Portfolio) with 0.57%, Joel Greenblatt (Trades, Portfolio) with 0.55%, Martin Whitman (Trades, Portfolio) with 0.52%, Pioneer Investments with 0.29% and Robert Olstein (Trades, Portfolio) with 0.28%.
Mastercard Inc. Class AĂ‚ (MA, Financial) has a dividend yield that has grown 73.30% over the last five years. The yield is now 0.74% with a payout ratio of 21%. The company has a 10-year asset growth rate of 15%, supported by a current ROA of 24.97%.
The profitability rating of 9 of 10 is confirmed by a current ROE of 67.31%. The ROE and ROA are outperforming the industry median and are ranked higher than 98% of competitors. Financial strength has a rating of 7 of 10. The cash-debt ratio of 2.10 is outperforming 60% of its competitors and the equity to asset ratio of 0.36 is below the industry median of 0.46.
Mastercard is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.
Tom Russo (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.9% of outstanding shares, followed by Andreas Halvorsen (Trades, Portfolio) with 0.71%, Spiros Segalas (Trades, Portfolio) with 0.63%, Simons with 0.52%, Ruane Cunniff (Trades, Portfolio) with 0.48%, Warren Buffett (Trades, Portfolio) with 0.45%, Chuck Akre (Trades, Portfolio) with 0.43% and Manning & Napier Advisors Inc. with 0.39%.
Westinghouse Air Brake Technologies Corp. (WAB, Financial) has a dividend yield that has grown 69.70% over the last five years. The yield is now 0.43% with a payout ratio of 9%. The company has a 10-year asset growth rate of 17%, supported by a current ROA of 10.97%.
The profitability rating of 9 of 10 is confirmed by a current ROE of 20.89%. The ROE and ROA are outperforming the industry median and are ranked higher than 90% of competitors. Financial strength has a rating of 7 of 10. The cash-debt ratio of 0.31 is outperforming 51% of competitors and the equity to asset ratio of 0.50 is above the industry median of 0.45.
The company is a provider of value-added, technology-based products and services for the rail industry. It provides its products and services through two main business segments: Freight and Transit.
Ron Baron (Trades, Portfolio) is the company's largest shareholder among the gurus with 0.56% of outstanding shares, followed by RS Investment Management (Trades, Portfolio) with 0.43%, Royce with 0.24%, Columbia Wanger (Trades, Portfolio) with 0.23%, Simons with 0.21%, CI Can Am Small Cap (Trades, Portfolio) with 0.05% and Paul Tudor Jones (Trades, Portfolio) with 0.03%.
Herman Miller Inc. (MLHR, Financial) has a dividend yield has grown 54.70% over the last five years. The yield is now 1.86% with a payout ratio of 27%. The company has a 10-year asset growth rate of 8%, supported by a current ROA of 11.12%.
The profitability rating of 8 of 10 is confirmed by a current ROE of 26.16%. The ROE and ROA are outperforming the industry median and are ranked higher than 89% of competitors. Financial strength has a rating of 7 of 10. The cash-debt ratio of 0.34 is underperforming 69% of competitors and the equity to asset ratio of 0.45 is below the industry median of 0.53.
The company researches, designs, manufactures and distributes interior furnishings for use in various environments, including office, health care, educational and residential settings, and provides related services.
The company's largest shareholder among the gurus is Meridian Funds (Trades, Portfolio) with 2.48% of outstanding shares, followed by Royce with 2.04%, Russo with 0.37%, Barrow, Hanley, Mewhinney & Strauss with 0.32%, Greenblatt with 0.31%, John Hussman (Trades, Portfolio) with 0.17%, Scott Black (Trades, Portfolio) with 0.1% and Simons with 0.01%.
Disclosure: I do not own any shares of any stocks mentioned in this article.
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