According to the High Dividend Yield Screen, a Premium feature of GuruFocus, five stocks that have a dividend yield of at least 4% and at least 10 gurus buying shares as of June are Gilead Sciences Inc. (GILD, Financial), Verizon Communications Inc. (VZ, Financial), Exxon Mobil Corp. (XOM, Financial), Chevron Corp. (CVX, Financial) and GlaxoSmithKline PLC (GSK, Financial).
GuruFocus’ Most Broadly Held portfolio outperformed benchmark over past five months
The GuruFocus Most Broadly Held portfolio, which tracks the performance of the companies owned by the highest number of gurus, returned 14.32% in the year to date, outperforming the Standard & Poor’s 500 index benchmark return of 12.34%. Over the past 10 years, the Most Broadly Held portfolio returned an annualized 16.67% per year, outperforming the benchmark return of an annualized 12.74% per year.
As such, investors may find good opportunities in high dividend yield stocks with high guru buys. GuruFocus’ High Dividend Yield screen lists stocks that have a dividend yield of at least 4%. Premium members can then sort the list based on number of guru buys over the past three to six months.
Gilead Sciences
Thirteen gurus purchased shares of Gilead (GILD, Financial) over the past five months. The company’s dividend yield of 4.01% outperforms over 88% of global competitors.
GuruFocus ranks the Foster, California-based drug manufacturer’s profitability 7 out of 10: Operating margins are outperforming over 96% of global competitors despite net margins and returns underperforming more than half of global drug manufacturers.
Gurus with large holdings in Gilead include Dodge & Cox and Pioneer Investments (Trades, Portfolio).
Verizon
Twelve gurus purchased shares of Verizon (VZ, Financial) over the past five months. The company’s dividend yield of 4.35% outperforms more than 66% of global competitors.
GuruFocus ranks the New York-based telecommunication services company’s profitability 7 out of 10 on several positive investing signs, which include profit margins and returns outperforming more than 80% of global competitors despite three-year revenue growth rates underperforming over 55% of global telecom companies.
Gurus with large holdings in Verizon include Warren Buffett (Trades, Portfolio)’s Berkshire Hathaway Inc. (BRK.A, Financial)(BRK.B, Financial) and Diamond Hill Capital (Trades, Portfolio).
Exxon Mobil
Ten gurus purchased shares of Exxon Mobil (XOM, Financial) over the past five months. The company’s dividend yield of 5.59% outperforms over 75% of global competitors.
GuruFocus ranks the Irving, Texas-based oil and gas company’s financial strength 4 out of 10 on the back of a low Piotroski F-score of 3 and debt ratios that outperform just over half of global competitors.
Chevron
Ten gurus purchased shares of Chevron (CVX, Financial) over the past five months. The company’s dividend yield of 5.59% outperforms more than 75% of global competitors.
GuruFocus ranks the San Ramon, California-based oil and gas company’s profitability 5 out of 10 on the back of profit margins and returns underperforming more than 55% of global competitors.
GlaxoSmithKline
Ten gurus purchased shares of GlaxoSmithKline (GSK, Financial) over the past five months. The company’s dividend yield of 5.42% outperforms over 95% of global competitors.
GuruFocus ranks the U.K.-based drug manufacturer’s profitability 7 out of 10 on the back of operating margins increasing approximately 6.6% per year on average over the past five years and outperforming more than 68% of global competitors.
