Ramesh78
2021-09-07
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Microsoft, 11 Other Dividend Growth Stocks To Announce Annual Increases In October<blockquote>微软和其他11只股息增长股票将于10月份宣布年度增长</blockquote>
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While Nordson rewarded investors","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Things were mixed for dividend growth investors in August. While Nordson rewarded investors with a 30% boost, several other companies came in with very small increases.</li> <li>These increases were enough to keep those companies’ growth streaks going, in hopes for better earnings growth in the future.</li> <li>Microsoft and Accenture should announce double-digit boosts in September. Investors can expect increases from nine other long-term income growth companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12d5055e3abb83bb4f168f29e8c9f282\" tg-width=\"768\" tg-height=\"541\" width=\"100%\" height=\"auto\"><span>Jean-Luc Ichard/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>八月份股息增长投资者的情况好坏参半。虽然诺信奖励投资者30%的涨幅,但其他几家公司的涨幅非常小。</li><li>这些增长足以让这些公司保持增长势头,希望未来能够实现更好的盈利增长。</li><li>微软和埃森哲应该会在9月份宣布两位数的增长。投资者可以期待其他九家长期收入增长公司的增长。</li></ul><p class=\"t-img-caption\"><span>Jean-Luc Ichard/iStock社论来自Getty Images</span></p></blockquote></p><p> This is the latest in my series of articles where I provide predictions of annual dividend increases for a variety of long-term dividend growth companies. Back at the end of July, I provided predictions for 16 dividend growth companies that have historically announced annual payout increases in August. In this article I’ll look at 11 more dividend growth companies for September.</p><p><blockquote>这是我系列文章中的最新一篇,其中我为各种长期股息增长公司提供了年度股息增长预测。早在7月底,我就对16家股息增长公司进行了预测,这些公司历来在8月份宣布增加年度派息。在本文中,我将关注9月份另外11家股息增长公司。</blockquote></p><p> In addition to the companies I reviewed, insurer American Financial Group (AFG) marked its 16th year of dividend growth with a 12% increase. The annual payout of $2.24 gives the company a forward yield of 1.63%.</p><p><blockquote>除了我审查的公司之外,保险公司美国金融集团(AFG)的股息增长了12%,标志着其股息增长了第16个年头。每年派息2.24美元使该公司的远期收益率为1.63%。</blockquote></p><p> Here are the results from the August article (the original predictions are availablehere), followed by my predictions for the dividend increases that I’m expecting to be announced in September:</p><p><blockquote>以下是8月份文章的结果(原始预测可在此处获得),然后是我对预计将于9月份宣布的股息增加的预测:</blockquote></p><p> (All yields are based on stock prices at the market close on Friday, September 3rd.)</p><p><blockquote>(所有收益率均基于9月3日星期五收盘时的股价。)</blockquote></p><p> <b>Results for Dividend Increase Announcements from August</b></p><p><blockquote><b>八月份股息增加公告结果</b></blockquote></p><p> <b>BancFirst Corporation (BANF) – 28 years</b></p><p><blockquote><b>BancFirst Corporation(BANF)–28年</b></blockquote></p><p> Prediction: 10.3 – 14.7% increase to $1.50 - $1.56</p><p><blockquote>预测:增长10.3-14.7%至1.50-1.56美元</blockquote></p><p> Actual: 5.9% increase to $1.44</p><p><blockquote>实际:上涨5.9%至1.44美元</blockquote></p><p> Forward yield: 2.59%</p><p><blockquote>远期收益率:2.59%</blockquote></p><p> This is the Oklahoma-based bank’s 2nd year of 6% dividend growth.</p><p><blockquote>这是这家总部位于俄克拉荷马州的银行股息连续第二年增长6%。</blockquote></p><p> <b>Badger Meter (BMI) – 29 years</b></p><p><blockquote><b>獾计(BMI)-29岁</b></blockquote></p><p> Prediction: 9.7 – 13.9% increase to $0.79 - $0.82</p><p><blockquote>预测:增长9.7-13.9%至0.79-0.82美元</blockquote></p><p> Actual: 11.1% increase to $0.80</p><p><blockquote>实际:上涨11.1%至0.80美元</blockquote></p><p> Forward yield: 0.76%</p><p><blockquote>远期收益率:0.76%</blockquote></p><p> The flow meter designer and manufacturer returned to its normal level of dividend growth.</p><p><blockquote>这家流量计设计者和制造商的股息增长恢复到正常水平。</blockquote></p><p> <b>Broadridge Financial Solutions (BR) – 15 years</b></p><p><blockquote><b>布罗德里奇金融解决方案(BR)–15年</b></blockquote></p><p> Prediction: 13.0 – 16.5% increase to $2.60 - $2.68</p><p><blockquote>预测:上涨13.0-16.5%至2.60-2.68美元</blockquote></p><p> Actual: 11.3% increase to $2.56</p><p><blockquote>实际:上涨11.3%至2.56美元</blockquote></p><p> Forward yield: 1.50%</p><p><blockquote>远期收益率:1.50%</blockquote></p><p> I had hoped that the technology company would reward investors with a larger increase. Nevertheless, it’s another year of double-digit growth for Broadridge.</p><p><blockquote>我曾希望这家科技公司能以更大的涨幅回报投资者。尽管如此,对于布罗德里奇来说,今年又是两位数增长的一年。</blockquote></p><p> <b>Cboe Global Markets (CBOE) – 12 years</b></p><p><blockquote><b>芝加哥期权交易所全球市场(CBOE)–12年</b></blockquote></p><p> Prediction: 11.9 – 19.0% increase to $1.88 - $2.00</p><p><blockquote>预测:增长11.9-19.0%至1.88-2.00美元</blockquote></p><p> Actual: 14.3% increase to $1.92</p><p><blockquote>实际:上涨14.3%至1.92美元</blockquote></p><p> Forward yield: 1.52%</p><p><blockquote>远期收益率:1.52%</blockquote></p><p> The strong stock market is powering strong dividend growth from the operator of options markets.</p><p><blockquote>强劲的股市推动了期权市场运营商股息的强劲增长。</blockquote></p><p> <b>Carlisle Companies (CSL) – 45 years</b></p><p><blockquote><b>卡莱尔公司(CSL)–45年</b></blockquote></p><p> Prediction: 10.5 – 14.3% increase to $2.32 - $2.40</p><p><blockquote>预测:增长10.5-14.3%至2.32-2.40美元</blockquote></p><p> Actual: 2.9% increase to $2.16</p><p><blockquote>实际:上涨2.9%至2.16美元</blockquote></p><p> Forward yield: 1.04%</p><p><blockquote>远期收益率:1.04%</blockquote></p><p> Although the company’s earnings grew at double digits in the first half of the year, Carlisle’s latest increase was well below its long-term growth rate.</p><p><blockquote>尽管该公司上半年盈利以两位数增长,但卡莱尔的最新增幅远低于其长期增长率。</blockquote></p><p> <b>Dover Corporation (DOV) – 66 years</b></p><p><blockquote><b>多佛公司(DOV)–66年</b></blockquote></p><p> Prediction: 11.1 – 16.2% increase to $2.20 - $2.30</p><p><blockquote>预测:增长11.1-16.2%至2.20-2.30美元</blockquote></p><p> Actual: 1.0% increase to $2.00</p><p><blockquote>实际:上涨1.0%至2.00美元</blockquote></p><p> Forward yield: 1.14%</p><p><blockquote>远期收益率:1.14%</blockquote></p><p> Dover kept its dividend streak – one of the longest among all publicly traded companies – going with its 2nd year of 1% increases.</p><p><blockquote>多佛保持了股息连续增长——是所有上市公司中最长的股息之一——连续第二年增长1%。</blockquote></p><p> <b>Federal Realty Investment Trust (FRT) – 54 years</b></p><p><blockquote><b>联邦房地产投资信托基金(FRT)–54年</b></blockquote></p><p> Prediction: 1.9 – 3.8% increase to $4.32 - $4.40</p><p><blockquote>预测:上涨1.9-3.8%至4.32-4.40美元</blockquote></p><p> Actual: 0.9% increase to $4.28</p><p><blockquote>实际:上涨0.9%至4.28美元</blockquote></p><p> Forward yield: 3.48%</p><p><blockquote>远期收益率:3.48%</blockquote></p><p> The hit to urban real estate from the pandemic impacted Federal Realty, which focuses on regions like Washington, D.C., Boston, San Francisco, and Los Angeles.</p><p><blockquote>疫情对城市房地产的打击影响了联邦房地产公司,该公司专注于华盛顿特区、波士顿、三藩市和洛杉矶等地区。</blockquote></p><p> <b>International Flavors & Fragrances (IFF) – 19 years</b></p><p><blockquote><b>国际香精香料协会(IFF)–19年</b></blockquote></p><p> Prediction: 2.6 – 3.9% increase to $3.16 - $3.20</p><p><blockquote>预测:增长2.6-3.9%至3.16-3.20美元</blockquote></p><p> Actual: 2.6% increase to $3.16</p><p><blockquote>实际:上涨2.6%至3.16美元</blockquote></p><p> Forward yield: 2.09%</p><p><blockquote>远期收益率:2.09%</blockquote></p><p> This is the 2nd year of 3% dividend growth for the specialty chemical company.</p><p><blockquote>这是这家特种化学品公司股息连续第二年增长3%。</blockquote></p><p> <b>Intuit Inc. (INTU) – 11 years</b></p><p><blockquote><b>Intuit Inc.(INTU)–11年</b></blockquote></p><p> Prediction: 11.9 – 15.3% increase to $2.64 - $2.72</p><p><blockquote>预测:增长11.9-15.3%至2.64-2.72美元</blockquote></p><p> Actual: 15.3% increase to $2.72</p><p><blockquote>实际:上涨15.3%至2.72美元</blockquote></p><p> Forward yield: 0.48%</p><p><blockquote>远期收益率:0.48%</blockquote></p><p> The financial software firm continued its history of annual double-digit payout growth.</p><p><blockquote>这家金融软件公司延续了年度两位数支出增长的历史。</blockquote></p><p> <b>Illinois Tool Works (ITW) – 47 years</b></p><p><blockquote><b>伊利诺伊工具厂(ITW)–47年</b></blockquote></p><p> Prediction: 11.4 – 14.0% increase to $5.08 - $5.20</p><p><blockquote>预测:增长11.4-14.0%至5.08-5.20美元</blockquote></p><p> Actual: 7.0% increase to $4.88</p><p><blockquote>实际:上涨7.0%至4.88美元</blockquote></p><p> Forward yield: 2.14%</p><p><blockquote>远期收益率:2.14%</blockquote></p><p> Illinois Tool’s heavy debt load held down the company’s latest dividend increase.</p><p><blockquote>伊利诺伊工具公司沉重的债务负担抑制了该公司最新的股息增加。</blockquote></p><p> <b>Altria Group (MO) – 52 years</b></p><p><blockquote><b>奥驰亚集团(MO)–52年</b></blockquote></p><p> Prediction: 1.7 – 3.5% increase to $3.50 - $3.56</p><p><blockquote>预测:上涨1.7-3.5%至3.50-3.56美元</blockquote></p><p> Actual: 4.7% increase to $3.60</p><p><blockquote>实际:上涨4.7%至3.60美元</blockquote></p><p> Forward yield: 7.06%</p><p><blockquote>远期收益率:7.06%</blockquote></p><p> Altria’s latest increase is an improvement over last year’s 2.4% boost.</p><p><blockquote>奥驰亚最新的涨幅比去年2.4%的涨幅有所改善。</blockquote></p><p> <b>Nordson Corporation (NDSN) – 58 years</b></p><p><blockquote><b>诺信公司(NDSN)–58年</b></blockquote></p><p> Prediction: 10.3 – 15.4% increase to $1.72 - $1.80</p><p><blockquote>预测:增长10.3-15.4%至1.72-1.80美元</blockquote></p><p> Actual: 30.8% increase to $2.04</p><p><blockquote>实际:上涨30.8%至2.04美元</blockquote></p><p> Forward yield: 0.84%</p><p><blockquote>远期收益率:0.84%</blockquote></p><p></p><p> Nordson’s 34% EPS growth this year powered a dividend boost that more than made up for last year’s small 3% increase.</p><p><blockquote>诺信今年每股收益增长34%,推动了股息的增长,这足以弥补去年3%的小幅增长。</blockquote></p><p> <b>Ritchie Bros. Auctioneers (RBA) – 21 years</b></p><p><blockquote><b>利氏兄弟拍卖行(RBA)–21年</b></blockquote></p><p> Prediction: 9.1 – 13.6 % increase to $0.96 - $1.00</p><p><blockquote>预测:增长9.1-13.6%至0.96-1.00美元</blockquote></p><p> Actual: 13.6% increase to $1.00</p><p><blockquote>实际:上涨13.6%至1.00美元</blockquote></p><p> Forward yield: 1.59%</p><p><blockquote>远期收益率:1.59%</blockquote></p><p> This is Ritchie Bros.’ 3rd straight year of 10%+ dividend growth.</p><p><blockquote>这是利氏兄弟。股息连续第三年增长10%以上。</blockquote></p><p> <b>Steris plc (STE) – 17 years</b></p><p><blockquote><b>Steris plc(STE)–17年</b></blockquote></p><p> Prediction: 8.8 – 12.5% increase to $1.74 - $1.80</p><p><blockquote>预测:增长8.8-12.5%至1.74-1.80美元</blockquote></p><p> Actual: 7.5% increase to $1.72</p><p><blockquote>实际:上涨7.5%至1.72美元</blockquote></p><p> Forward yield: 0.79%</p><p><blockquote>远期收益率:0.79%</blockquote></p><p> Although Steris’ earnings growth came in at nearly 10%, I overestimated what the healthcare company’s latest increase would be.</p><p><blockquote>尽管Steris的盈利增长接近10%,但我高估了这家医疗保健公司的最新增长。</blockquote></p><p> <b>Verizon Communications (VZ) – 17 years</b></p><p><blockquote><b>Verizon Communications(VZ)–17年</b></blockquote></p><p> Prediction: 3.2 – 5.2% increase to $2.59 - $2.64</p><p><blockquote>预测:增长3.2-5.2%至2.59-2.64美元</blockquote></p><p> Actual: 2.0% increase to $2.56</p><p><blockquote>实际:上涨2.0%至2.56美元</blockquote></p><p> Forward yield: 4.62%</p><p><blockquote>远期收益率:4.62%</blockquote></p><p> Verizon’s latest increase is consistent with its slow growth over the last 5 years.</p><p><blockquote>Verizon的最新增长与其过去5年的缓慢增长一致。</blockquote></p><p> <b>Westlake Chemical Corporation (WLK) – 18 years</b></p><p><blockquote><b>西湖化学公司(WLK)–18年</b></blockquote></p><p> Prediction: 7.4 – 11.1% increase to $1.16 - $1.20</p><p><blockquote>预测:增长7.4-11.1%至1.16-1.20美元</blockquote></p><p> Actual: 10.2% increase to $1.19</p><p><blockquote>实际:上涨10.2%至1.19美元</blockquote></p><p> Forward yield: 1.37%</p><p><blockquote>远期收益率:1.37%</blockquote></p><p> Westlake Chemical’s increase this year beat the company’s 5-year average growth rate of 8%.</p><p><blockquote>西湖化学今年的涨幅超过了该公司8%的5年平均增长率。</blockquote></p><p> <b>Predictions for Dividend Increases in September</b></p><p><blockquote><b>9月份股息增加的预测</b></blockquote></p><p> Here are my predictions for the 12 dividend increases I expect in September:</p><p><blockquote>以下是我对9月份12次股息增加的预测:</blockquote></p><p> <b>Accenture (ACN) – 16 years of dividend growth</b></p><p><blockquote><b>埃森哲(ACN)–16年股息增长</b></blockquote></p><p> Delivering consulting services to its customers, Accenture has grown rapidly over the last decade, compounding its dividend at more than 16% annually. The company’s dividend growth has slowed in recent years, but it still managed a 10% boost in 2020. With no debt, a payout ratio below 40%, and expected adjusted EPS growth this year of 17%, the company is poised for another year of double-digit dividend growth.</p><p><blockquote>埃森哲为客户提供咨询服务,在过去十年中发展迅速,股息复合年增长率超过16%。该公司的股息增长近年来有所放缓,但2020年仍实现了10%的增长。由于没有债务,派息率低于40%,预计今年调整后每股收益增长率为17%,该公司有望迎来又一年的两位数股息增长。</blockquote></p><p> Prediction: 11.4 – 14.8% increase to $3.92 - $4.04</p><p><blockquote>预测:增长11.4-14.8%至3.92-4.04美元</blockquote></p><p> Predicted Forward Yield: 1.14 – 1.18%</p><p><blockquote>预测远期收益率:1.14-1.18%</blockquote></p><p> <b>Brady Corporation (BRC) – 35 years</b></p><p><blockquote><b>布雷迪公司(BRC)–35年</b></blockquote></p><p> Despite the resurgence of the COVID delta variant, business is returning to normal for Brady. The company manufactures and markets labeling and identification products. Although earnings per share fell 14% in 2020, the company is projecting a return to good growth in 2021, with EPS growth since 2019 of between 5 and 9%. The question is whether this return to normal growth means a larger payout boost than last year’s 1% increase. Although the company is debt free and has a payout ratio below 40%, the company has historically grown dividends very slowly. I think investors are looking at another small increase.</p><p><blockquote>尽管新冠疫情德尔塔变异毒株死灰复燃,但Brady的业务正在恢复正常。该公司生产和销售标签和识别产品。尽管2020年每股收益下降了14%,但该公司预计2021年将恢复良好增长,自2019年以来每股收益增长在5%至9%之间。问题是,这种恢复正常增长是否意味着比去年1%的增长更大的派息增长。尽管该公司无债务且派息率低于40%,但该公司历史上股息增长非常缓慢。我认为投资者正在关注另一次小幅上涨。</blockquote></p><p> Prediction: 2.3 – 4.5% increase to $0.90 - $0.92</p><p><blockquote>预测:增长2.3-4.5%至0.90-0.92美元</blockquote></p><p> Predicted Forward Yield: 1.74 – 1.78%</p><p><blockquote>预测远期收益率:1.74-1.78%</blockquote></p><p> <b>The First of Long Island Corporation (FLIC) – 24 years</b></p><p><blockquote><b>长岛第一公司(FLIC)–24年</b></blockquote></p><p> The parent company for the First National Bank of Long Island, this regional banking company serves customers on Long Island and in New York City. After growing earnings per share by 3% in 2020, growth accelerated to 14% in the first half of 2021. This is due primarily to improving economic conditions as the pandemic recedes, which allowed the company to reduce the amount held for credit losses. Historically, the company has compounded dividends at 7% over the last decade, although the uncertainty with the resurgence of the virus will make that the most that investors can expect.</p><p><blockquote>这家地区性银行公司是长岛第一国民银行的母公司,为长岛和纽约市的客户提供服务。继2020年每股收益增长3%后,2021年上半年增长加速至14%。这主要是由于随着疫情的消退,经济状况有所改善,这使得公司能够减少信用损失持有的金额。从历史上看,该公司在过去十年中的复合股息为7%,尽管病毒卷土重来的不确定性将使这成为投资者可以预期的最高水平。</blockquote></p><p> Prediction: 3.9 – 6.6% increase to $0.79 - $0.81</p><p><blockquote>预测:增长3.9-6.6%至0.79-0.81美元</blockquote></p><p> Predicted Forward Yield: 3.83 – 3.93%</p><p><blockquote>预测远期收益率:3.83-3.93%</blockquote></p><p> <b>Honeywell International (HON) – 10 years</b></p><p><blockquote><b>霍尼韦尔国际(HON)–10年</b></blockquote></p><p> Industrial machinery company Honeywell, with business in aerospace and defense, and building and industrial control, is seeing renewed growth. The company has expanded margins and increased sales across most of its business lines, and is projecting EPS growth of between 12 and 14% for 2021. This will help the company return to its normal dividend growth of around 10% after last year’s 3% boost.</p><p><blockquote>工业机械公司霍尼韦尔的业务涉及航空航天和国防、建筑和工业控制,目前正在重新增长。该公司扩大了大部分业务线的利润率并增加了销售额,预计2021年每股收益将增长12%至14%。这将有助于该公司继去年3%的股息增长后恢复到10%左右的正常股息增长。</blockquote></p><p> Prediction: 9.1 – 11.3% increase to $4.06 - $4.14</p><p><blockquote>预测:增长9.1-11.3%至4.06-4.14美元</blockquote></p><p> Predicted Forward Yield: 1.78 – 1.81%</p><p><blockquote>预测远期收益率:1.78-1.81%</blockquote></p><p> <b>Ingredion (INGR) – 10 years</b></p><p><blockquote><b>Ingredion(INGR)–10年</b></blockquote></p><p> A drop in EPS last year forced the maker of natural food ingredients to report out a minimal dividend increase of less than 2%, well below the average growth rate of 7% over the last 5 years. The company is expecting earnings growth to return this year, with projections in a wide range between 3 and 10% for 2021. With a projected payout ratio below 50%, investors can expect a return to faster dividend growth.</p><p><blockquote>去年每股收益的下降迫使这家天然食品配料制造商公布的股息增幅最低不到2%,远低于过去5年7%的平均增长率。该公司预计今年盈利将恢复增长,2021年的预测范围在3%至10%之间。由于预计派息率低于50%,投资者可以预期股息将恢复更快增长。</blockquote></p><p> Prediction: 4.7 – 6.3% increase to $2.68 - $2.72</p><p><blockquote>预测:增长4.7-6.3%至2.68-2.72美元</blockquote></p><p> Predicted Forward Yield: 3.04 – 3.09%</p><p><blockquote>预测远期收益率:3.04-3.09%</blockquote></p><p> <b>Lockheed Martin Corporation (LMT) – 18 years</b></p><p><blockquote><b>洛克希德·马丁公司(LMT)–18年</b></blockquote></p><p></p><p> With sales growth across all four business sectors – Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space – Lockheed Martin produced year-over-year earnings growth in the 1st half of the year. The company has boosted its outlook for the full year and is now expecting EPS growth of 10%. Although the defense contractor has a heavy debt load, this hasn’t kept the company from quickly growing its dividend in the past. Investors should expect a boost around the 5-year growth average of 9.5%.</p><p><blockquote>随着所有四个业务领域(航空、导弹和火控、旋转和任务系统以及航天)的销售增长,洛克希德·马丁公司上半年的盈利同比增长。该公司上调了全年预期,目前预计每股收益增长10%。尽管这家国防承包商债务负担沉重,但这并没有阻止该公司过去股息的快速增长。投资者应该预计5年平均增长率将达到9.5%左右。</blockquote></p><p> Prediction: 8.7 – 11.5% increase to $11.30 - $11.60</p><p><blockquote>预测:增长8.7-11.5%至11.30-11.60美元</blockquote></p><p> Predicted Forward Yield: 3.17 – 3.26%</p><p><blockquote>预测远期收益率:3.17-3.26%</blockquote></p><p> <b>McDonald’s Corporation (MCD) – 45 years</b></p><p><blockquote><b>麦当劳公司(MCD)–45年</b></blockquote></p><p> The story of McDonald’s in 2020 is one of many restaurants during the pandemic. After a 20% drop in EPS in 2020, the company’s business has rebounded in the first half of 2021 as more people get vaccinated and they start to feel more comfortable going out. Before the emergence of the Delta variant, McDonald’s adjusted EPS had more than doubled over the first 6 months of the year. The new variant makes business uncertain for the restaurant chain; this uncertainty makes it less likely that the company will resume historical levels of dividend growth. However, it looks like McDonald’s will be able to reward investors with a larger boost than last year’s 3% increase.</p><p><blockquote>2020年麦当劳的故事是疫情期间众多餐厅之一。在2020年每股收益下降20%后,随着越来越多的人接种疫苗,他们开始更愿意外出,该公司的业务在2021年上半年出现反弹。在德尔塔变异毒株出现之前,麦当劳调整后每股收益在今年前6个月增长了一倍多。新的变体使连锁餐厅的业务变得不确定;这种不确定性使得该公司恢复历史股息增长水平的可能性较小。然而,看起来麦当劳将能够以比去年3%的涨幅更大的涨幅来回报投资者。</blockquote></p><p> Prediction: 4.3 – 5.8% increase to $5.38 - $5.46</p><p><blockquote>预测:增长4.3-5.8%至5.38-5.46美元</blockquote></p><p> Predicted Forward Yield: 2.25 – 2.29%</p><p><blockquote>预测远期收益率:2.25-2.29%</blockquote></p><p> <b>Microsoft Corporation (MSFT) – 18 years</b></p><p><blockquote><b>微软公司(MSFT)–18年</b></blockquote></p><p> Microsoft is firing on all cylinders and still growing quickly, despite a market cap of more than $2 trillion. The company recently reported double-digit revenue growth across all sectors, including MS Office products (up 20%) and Azure (up 50%). This revenue growth powered EPS growth of 40%. With little debt and a payout ratio below 30%, investors in Microsoft can expect a very nice boost this year.</p><p><blockquote>尽管市值超过2万亿美元,但微软正在全力以赴,并且仍在快速增长。该公司最近报告称,所有部门的收入都实现了两位数的增长,包括MS Office产品(增长20%)和Azure(增长50%)。这种收入增长推动每股收益增长40%。由于债务很少,派息率低于30%,微软的投资者今年可以期待一个非常好的提振。</blockquote></p><p> Prediction: 14.3 – 21.4% increase to $2.56 - $2.72</p><p><blockquote>预测:增长14.3-21.4%至2.56-2.72美元</blockquote></p><p> Predicted Forward Yield: 0.85 – 0.90%</p><p><blockquote>预测远期收益率:0.85-0.90%</blockquote></p><p> <b>New Jersey Resources (NJR) – 25 years</b></p><p><blockquote><b>新泽西资源(NJR)–25年</b></blockquote></p><p> The natural gas utility hits the quarter-century mark of dividend growth this year. New Jersey Resources has done better than expected in the first half of the year, and recently increased its full-year adjusted EPS growth guidance to between 1.4% and 6.3%. This will give NJR room for its annual increase, although investors can expect a boost below the company’s 10-year growth average of 6%.</p><p><blockquote>这家天然气公用事业公司今年的股息增长达到了四分之一个世纪以来的水平。新泽西资源上半年表现好于预期,近期将全年调整后每股收益增长指引上调至1.4%至6.3%之间。这将为NJR的年度增长提供空间,尽管投资者预计增幅将低于该公司6%的10年平均增长率。</blockquote></p><p> Prediction: 3.8 – 5.3% increase to $1.38 - $1.40</p><p><blockquote>预测:上涨3.8-5.3%至1.38-1.40美元</blockquote></p><p> Predicted Forward Yield: 3.67 – 3.72%</p><p><blockquote>预测远期收益率:3.67-3.72%</blockquote></p><p> <b>OGE Energy (OGE) – 14 years</b></p><p><blockquote><b>OGE能源(OGE)–14年</b></blockquote></p><p> The parent company of Oklahoma Gas & Electric is looking at EPS growth of between 3 and 9% for the full fiscal year. Despite the decent growth for a “boring” utility company, OGE’s payout ratio of nearly 90% limits the company’s dividend growth going forward. Although OGE has a compounded dividend growth rate of 8% over the last decade, investors can expect an announcement of a boost similar to last year’s 4% increase.</p><p><blockquote>俄克拉荷马天然气电力公司的母公司预计整个财年每股收益将增长3%至9%。尽管对于一家“无聊”的公用事业公司来说增长不错,但OGE近90%的派息率限制了该公司未来的股息增长。尽管OGE在过去十年中的复合股息增长率为8%,但投资者可以期待宣布类似于去年4%的增长。</blockquote></p><p> Prediction: 3.1 – 5.0% increase to $1.66 - $1.69</p><p><blockquote>预测:上涨3.1-5.0%至1.66-1.69美元</blockquote></p><p> Predicted Forward Yield: 4.65 – 4.74%</p><p><blockquote>预测远期收益率:4.65-4.74%</blockquote></p><p> <b>Philip Morris International (PM) – 13 years</b></p><p><blockquote><b>菲利普莫里斯国际公司(PM)–13年</b></blockquote></p><p> The tobacco company reported 7% adjusted EPS growth in 2020 and is guiding to another 13% growth in 2021. This growth supports the company’s goal of repurchasing up to $7 billion in stock over the next 3 years. It should also support the continuing growth of the company’s dividend despite a payout ratio above 80%. The company has a 5-year growth rate of 3%; investors can expect a boost close to that level.</p><p><blockquote>该烟草公司报告2020年调整后每股收益增长7%,并预计2021年将再增长13%。这一增长支持了该公司在未来3年内回购最多70亿美元股票的目标。尽管派息率高于80%,但它还应该支持公司股息的持续增长。公司5年增长率为3%;投资者可以期待接近该水平的提振。</blockquote></p><p> Prediction: 2.9 – 4.2% increase to $4.94 - $5.00</p><p><blockquote>预测:上涨2.9-4.2%至4.94-5.00美元</blockquote></p><p> Predicted Forward Yield: 4.66 – 4.71%</p><p><blockquote>预测远期收益率:4.66-4.71%</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> August’s group of dividend stocks was a mixed bag – while there were some very nice increases for investors, many of them came in below my expectations. The big winners were investors in Nordson; they’re going to benefit from the company’s 30% boost. However, investors in Dover, Federal Realty, and Carlisle are looking at small increases to their income.</p><p><blockquote>八月份的股息股票好坏参半——虽然对投资者来说有一些非常好的涨幅,但其中许多都低于我的预期。大赢家是诺信的投资者;他们将从公司30%的涨幅中受益。然而,多佛、联邦房地产和卡莱尔的投资者正在考虑他们的收入小幅增加。</blockquote></p><p> Despite some disappointments, I am still optimistic about dividend growth through the rest of the year. Microsoft and Accenture should reward investors with double-digit percent increases, while investors in Lockheed Martin and Honeywell can look forward to percentage increases in the high single digits. Investors in utilities New Jersey Resources and OGE can also look forward to small increases.</p><p><blockquote>尽管有些令人失望,但我仍然对今年剩余时间的股息增长持乐观态度。微软和Accenture应该以两位数的百分比增长回报投资者,而Lockheed Martin和Honeywell的投资者可以期待高个位数的百分比增长。公用事业公司新泽西资源公司和OGE的投资者也可以期待小幅上涨。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft, 11 Other Dividend Growth Stocks To Announce Annual Increases In October<blockquote>微软和其他11只股息增长股票将于10月份宣布年度增长</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft, 11 Other Dividend Growth Stocks To Announce Annual Increases In October<blockquote>微软和其他11只股息增长股票将于10月份宣布年度增长</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-09-07 13:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Things were mixed for dividend growth investors in August. While Nordson rewarded investors with a 30% boost, several other companies came in with very small increases.</li> <li>These increases were enough to keep those companies’ growth streaks going, in hopes for better earnings growth in the future.</li> <li>Microsoft and Accenture should announce double-digit boosts in September. Investors can expect increases from nine other long-term income growth companies.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12d5055e3abb83bb4f168f29e8c9f282\" tg-width=\"768\" tg-height=\"541\" width=\"100%\" height=\"auto\"><span>Jean-Luc Ichard/iStock Editorial via Getty Images</span></p><p><blockquote><ul><li>八月份股息增长投资者的情况好坏参半。虽然诺信奖励投资者30%的涨幅,但其他几家公司的涨幅非常小。</li><li>这些增长足以让这些公司保持增长势头,希望未来能够实现更好的盈利增长。</li><li>微软和埃森哲应该会在9月份宣布两位数的增长。投资者可以期待其他九家长期收入增长公司的增长。</li></ul><p class=\"t-img-caption\"><span>Jean-Luc Ichard/iStock社论来自Getty Images</span></p></blockquote></p><p> This is the latest in my series of articles where I provide predictions of annual dividend increases for a variety of long-term dividend growth companies. Back at the end of July, I provided predictions for 16 dividend growth companies that have historically announced annual payout increases in August. In this article I’ll look at 11 more dividend growth companies for September.</p><p><blockquote>这是我系列文章中的最新一篇,其中我为各种长期股息增长公司提供了年度股息增长预测。早在7月底,我就对16家股息增长公司进行了预测,这些公司历来在8月份宣布增加年度派息。在本文中,我将关注9月份另外11家股息增长公司。</blockquote></p><p> In addition to the companies I reviewed, insurer American Financial Group (AFG) marked its 16th year of dividend growth with a 12% increase. The annual payout of $2.24 gives the company a forward yield of 1.63%.</p><p><blockquote>除了我审查的公司之外,保险公司美国金融集团(AFG)的股息增长了12%,标志着其股息增长了第16个年头。每年派息2.24美元使该公司的远期收益率为1.63%。</blockquote></p><p> Here are the results from the August article (the original predictions are availablehere), followed by my predictions for the dividend increases that I’m expecting to be announced in September:</p><p><blockquote>以下是8月份文章的结果(原始预测可在此处获得),然后是我对预计将于9月份宣布的股息增加的预测:</blockquote></p><p> (All yields are based on stock prices at the market close on Friday, September 3rd.)</p><p><blockquote>(所有收益率均基于9月3日星期五收盘时的股价。)</blockquote></p><p> <b>Results for Dividend Increase Announcements from August</b></p><p><blockquote><b>八月份股息增加公告结果</b></blockquote></p><p> <b>BancFirst Corporation (BANF) – 28 years</b></p><p><blockquote><b>BancFirst Corporation(BANF)–28年</b></blockquote></p><p> Prediction: 10.3 – 14.7% increase to $1.50 - $1.56</p><p><blockquote>预测:增长10.3-14.7%至1.50-1.56美元</blockquote></p><p> Actual: 5.9% increase to $1.44</p><p><blockquote>实际:上涨5.9%至1.44美元</blockquote></p><p> Forward yield: 2.59%</p><p><blockquote>远期收益率:2.59%</blockquote></p><p> This is the Oklahoma-based bank’s 2nd year of 6% dividend growth.</p><p><blockquote>这是这家总部位于俄克拉荷马州的银行股息连续第二年增长6%。</blockquote></p><p> <b>Badger Meter (BMI) – 29 years</b></p><p><blockquote><b>獾计(BMI)-29岁</b></blockquote></p><p> Prediction: 9.7 – 13.9% increase to $0.79 - $0.82</p><p><blockquote>预测:增长9.7-13.9%至0.79-0.82美元</blockquote></p><p> Actual: 11.1% increase to $0.80</p><p><blockquote>实际:上涨11.1%至0.80美元</blockquote></p><p> Forward yield: 0.76%</p><p><blockquote>远期收益率:0.76%</blockquote></p><p> The flow meter designer and manufacturer returned to its normal level of dividend growth.</p><p><blockquote>这家流量计设计者和制造商的股息增长恢复到正常水平。</blockquote></p><p> <b>Broadridge Financial Solutions (BR) – 15 years</b></p><p><blockquote><b>布罗德里奇金融解决方案(BR)–15年</b></blockquote></p><p> Prediction: 13.0 – 16.5% increase to $2.60 - $2.68</p><p><blockquote>预测:上涨13.0-16.5%至2.60-2.68美元</blockquote></p><p> Actual: 11.3% increase to $2.56</p><p><blockquote>实际:上涨11.3%至2.56美元</blockquote></p><p> Forward yield: 1.50%</p><p><blockquote>远期收益率:1.50%</blockquote></p><p> I had hoped that the technology company would reward investors with a larger increase. Nevertheless, it’s another year of double-digit growth for Broadridge.</p><p><blockquote>我曾希望这家科技公司能以更大的涨幅回报投资者。尽管如此,对于布罗德里奇来说,今年又是两位数增长的一年。</blockquote></p><p> <b>Cboe Global Markets (CBOE) – 12 years</b></p><p><blockquote><b>芝加哥期权交易所全球市场(CBOE)–12年</b></blockquote></p><p> Prediction: 11.9 – 19.0% increase to $1.88 - $2.00</p><p><blockquote>预测:增长11.9-19.0%至1.88-2.00美元</blockquote></p><p> Actual: 14.3% increase to $1.92</p><p><blockquote>实际:上涨14.3%至1.92美元</blockquote></p><p> Forward yield: 1.52%</p><p><blockquote>远期收益率:1.52%</blockquote></p><p> The strong stock market is powering strong dividend growth from the operator of options markets.</p><p><blockquote>强劲的股市推动了期权市场运营商股息的强劲增长。</blockquote></p><p> <b>Carlisle Companies (CSL) – 45 years</b></p><p><blockquote><b>卡莱尔公司(CSL)–45年</b></blockquote></p><p> Prediction: 10.5 – 14.3% increase to $2.32 - $2.40</p><p><blockquote>预测:增长10.5-14.3%至2.32-2.40美元</blockquote></p><p> Actual: 2.9% increase to $2.16</p><p><blockquote>实际:上涨2.9%至2.16美元</blockquote></p><p> Forward yield: 1.04%</p><p><blockquote>远期收益率:1.04%</blockquote></p><p> Although the company’s earnings grew at double digits in the first half of the year, Carlisle’s latest increase was well below its long-term growth rate.</p><p><blockquote>尽管该公司上半年盈利以两位数增长,但卡莱尔的最新增幅远低于其长期增长率。</blockquote></p><p> <b>Dover Corporation (DOV) – 66 years</b></p><p><blockquote><b>多佛公司(DOV)–66年</b></blockquote></p><p> Prediction: 11.1 – 16.2% increase to $2.20 - $2.30</p><p><blockquote>预测:增长11.1-16.2%至2.20-2.30美元</blockquote></p><p> Actual: 1.0% increase to $2.00</p><p><blockquote>实际:上涨1.0%至2.00美元</blockquote></p><p> Forward yield: 1.14%</p><p><blockquote>远期收益率:1.14%</blockquote></p><p> Dover kept its dividend streak – one of the longest among all publicly traded companies – going with its 2nd year of 1% increases.</p><p><blockquote>多佛保持了股息连续增长——是所有上市公司中最长的股息之一——连续第二年增长1%。</blockquote></p><p> <b>Federal Realty Investment Trust (FRT) – 54 years</b></p><p><blockquote><b>联邦房地产投资信托基金(FRT)–54年</b></blockquote></p><p> Prediction: 1.9 – 3.8% increase to $4.32 - $4.40</p><p><blockquote>预测:上涨1.9-3.8%至4.32-4.40美元</blockquote></p><p> Actual: 0.9% increase to $4.28</p><p><blockquote>实际:上涨0.9%至4.28美元</blockquote></p><p> Forward yield: 3.48%</p><p><blockquote>远期收益率:3.48%</blockquote></p><p> The hit to urban real estate from the pandemic impacted Federal Realty, which focuses on regions like Washington, D.C., Boston, San Francisco, and Los Angeles.</p><p><blockquote>疫情对城市房地产的打击影响了联邦房地产公司,该公司专注于华盛顿特区、波士顿、三藩市和洛杉矶等地区。</blockquote></p><p> <b>International Flavors & Fragrances (IFF) – 19 years</b></p><p><blockquote><b>国际香精香料协会(IFF)–19年</b></blockquote></p><p> Prediction: 2.6 – 3.9% increase to $3.16 - $3.20</p><p><blockquote>预测:增长2.6-3.9%至3.16-3.20美元</blockquote></p><p> Actual: 2.6% increase to $3.16</p><p><blockquote>实际:上涨2.6%至3.16美元</blockquote></p><p> Forward yield: 2.09%</p><p><blockquote>远期收益率:2.09%</blockquote></p><p> This is the 2nd year of 3% dividend growth for the specialty chemical company.</p><p><blockquote>这是这家特种化学品公司股息连续第二年增长3%。</blockquote></p><p> <b>Intuit Inc. (INTU) – 11 years</b></p><p><blockquote><b>Intuit Inc.(INTU)–11年</b></blockquote></p><p> Prediction: 11.9 – 15.3% increase to $2.64 - $2.72</p><p><blockquote>预测:增长11.9-15.3%至2.64-2.72美元</blockquote></p><p> Actual: 15.3% increase to $2.72</p><p><blockquote>实际:上涨15.3%至2.72美元</blockquote></p><p> Forward yield: 0.48%</p><p><blockquote>远期收益率:0.48%</blockquote></p><p> The financial software firm continued its history of annual double-digit payout growth.</p><p><blockquote>这家金融软件公司延续了年度两位数支出增长的历史。</blockquote></p><p> <b>Illinois Tool Works (ITW) – 47 years</b></p><p><blockquote><b>伊利诺伊工具厂(ITW)–47年</b></blockquote></p><p> Prediction: 11.4 – 14.0% increase to $5.08 - $5.20</p><p><blockquote>预测:增长11.4-14.0%至5.08-5.20美元</blockquote></p><p> Actual: 7.0% increase to $4.88</p><p><blockquote>实际:上涨7.0%至4.88美元</blockquote></p><p> Forward yield: 2.14%</p><p><blockquote>远期收益率:2.14%</blockquote></p><p> Illinois Tool’s heavy debt load held down the company’s latest dividend increase.</p><p><blockquote>伊利诺伊工具公司沉重的债务负担抑制了该公司最新的股息增加。</blockquote></p><p> <b>Altria Group (MO) – 52 years</b></p><p><blockquote><b>奥驰亚集团(MO)–52年</b></blockquote></p><p> Prediction: 1.7 – 3.5% increase to $3.50 - $3.56</p><p><blockquote>预测:上涨1.7-3.5%至3.50-3.56美元</blockquote></p><p> Actual: 4.7% increase to $3.60</p><p><blockquote>实际:上涨4.7%至3.60美元</blockquote></p><p> Forward yield: 7.06%</p><p><blockquote>远期收益率:7.06%</blockquote></p><p> Altria’s latest increase is an improvement over last year’s 2.4% boost.</p><p><blockquote>奥驰亚最新的涨幅比去年2.4%的涨幅有所改善。</blockquote></p><p> <b>Nordson Corporation (NDSN) – 58 years</b></p><p><blockquote><b>诺信公司(NDSN)–58年</b></blockquote></p><p> Prediction: 10.3 – 15.4% increase to $1.72 - $1.80</p><p><blockquote>预测:增长10.3-15.4%至1.72-1.80美元</blockquote></p><p> Actual: 30.8% increase to $2.04</p><p><blockquote>实际:上涨30.8%至2.04美元</blockquote></p><p> Forward yield: 0.84%</p><p><blockquote>远期收益率:0.84%</blockquote></p><p></p><p> Nordson’s 34% EPS growth this year powered a dividend boost that more than made up for last year’s small 3% increase.</p><p><blockquote>诺信今年每股收益增长34%,推动了股息的增长,这足以弥补去年3%的小幅增长。</blockquote></p><p> <b>Ritchie Bros. Auctioneers (RBA) – 21 years</b></p><p><blockquote><b>利氏兄弟拍卖行(RBA)–21年</b></blockquote></p><p> Prediction: 9.1 – 13.6 % increase to $0.96 - $1.00</p><p><blockquote>预测:增长9.1-13.6%至0.96-1.00美元</blockquote></p><p> Actual: 13.6% increase to $1.00</p><p><blockquote>实际:上涨13.6%至1.00美元</blockquote></p><p> Forward yield: 1.59%</p><p><blockquote>远期收益率:1.59%</blockquote></p><p> This is Ritchie Bros.’ 3rd straight year of 10%+ dividend growth.</p><p><blockquote>这是利氏兄弟。股息连续第三年增长10%以上。</blockquote></p><p> <b>Steris plc (STE) – 17 years</b></p><p><blockquote><b>Steris plc(STE)–17年</b></blockquote></p><p> Prediction: 8.8 – 12.5% increase to $1.74 - $1.80</p><p><blockquote>预测:增长8.8-12.5%至1.74-1.80美元</blockquote></p><p> Actual: 7.5% increase to $1.72</p><p><blockquote>实际:上涨7.5%至1.72美元</blockquote></p><p> Forward yield: 0.79%</p><p><blockquote>远期收益率:0.79%</blockquote></p><p> Although Steris’ earnings growth came in at nearly 10%, I overestimated what the healthcare company’s latest increase would be.</p><p><blockquote>尽管Steris的盈利增长接近10%,但我高估了这家医疗保健公司的最新增长。</blockquote></p><p> <b>Verizon Communications (VZ) – 17 years</b></p><p><blockquote><b>Verizon Communications(VZ)–17年</b></blockquote></p><p> Prediction: 3.2 – 5.2% increase to $2.59 - $2.64</p><p><blockquote>预测:增长3.2-5.2%至2.59-2.64美元</blockquote></p><p> Actual: 2.0% increase to $2.56</p><p><blockquote>实际:上涨2.0%至2.56美元</blockquote></p><p> Forward yield: 4.62%</p><p><blockquote>远期收益率:4.62%</blockquote></p><p> Verizon’s latest increase is consistent with its slow growth over the last 5 years.</p><p><blockquote>Verizon的最新增长与其过去5年的缓慢增长一致。</blockquote></p><p> <b>Westlake Chemical Corporation (WLK) – 18 years</b></p><p><blockquote><b>西湖化学公司(WLK)–18年</b></blockquote></p><p> Prediction: 7.4 – 11.1% increase to $1.16 - $1.20</p><p><blockquote>预测:增长7.4-11.1%至1.16-1.20美元</blockquote></p><p> Actual: 10.2% increase to $1.19</p><p><blockquote>实际:上涨10.2%至1.19美元</blockquote></p><p> Forward yield: 1.37%</p><p><blockquote>远期收益率:1.37%</blockquote></p><p> Westlake Chemical’s increase this year beat the company’s 5-year average growth rate of 8%.</p><p><blockquote>西湖化学今年的涨幅超过了该公司8%的5年平均增长率。</blockquote></p><p> <b>Predictions for Dividend Increases in September</b></p><p><blockquote><b>9月份股息增加的预测</b></blockquote></p><p> Here are my predictions for the 12 dividend increases I expect in September:</p><p><blockquote>以下是我对9月份12次股息增加的预测:</blockquote></p><p> <b>Accenture (ACN) – 16 years of dividend growth</b></p><p><blockquote><b>埃森哲(ACN)–16年股息增长</b></blockquote></p><p> Delivering consulting services to its customers, Accenture has grown rapidly over the last decade, compounding its dividend at more than 16% annually. The company’s dividend growth has slowed in recent years, but it still managed a 10% boost in 2020. With no debt, a payout ratio below 40%, and expected adjusted EPS growth this year of 17%, the company is poised for another year of double-digit dividend growth.</p><p><blockquote>埃森哲为客户提供咨询服务,在过去十年中发展迅速,股息复合年增长率超过16%。该公司的股息增长近年来有所放缓,但2020年仍实现了10%的增长。由于没有债务,派息率低于40%,预计今年调整后每股收益增长率为17%,该公司有望迎来又一年的两位数股息增长。</blockquote></p><p> Prediction: 11.4 – 14.8% increase to $3.92 - $4.04</p><p><blockquote>预测:增长11.4-14.8%至3.92-4.04美元</blockquote></p><p> Predicted Forward Yield: 1.14 – 1.18%</p><p><blockquote>预测远期收益率:1.14-1.18%</blockquote></p><p> <b>Brady Corporation (BRC) – 35 years</b></p><p><blockquote><b>布雷迪公司(BRC)–35年</b></blockquote></p><p> Despite the resurgence of the COVID delta variant, business is returning to normal for Brady. The company manufactures and markets labeling and identification products. Although earnings per share fell 14% in 2020, the company is projecting a return to good growth in 2021, with EPS growth since 2019 of between 5 and 9%. The question is whether this return to normal growth means a larger payout boost than last year’s 1% increase. Although the company is debt free and has a payout ratio below 40%, the company has historically grown dividends very slowly. I think investors are looking at another small increase.</p><p><blockquote>尽管新冠疫情德尔塔变异毒株死灰复燃,但Brady的业务正在恢复正常。该公司生产和销售标签和识别产品。尽管2020年每股收益下降了14%,但该公司预计2021年将恢复良好增长,自2019年以来每股收益增长在5%至9%之间。问题是,这种恢复正常增长是否意味着比去年1%的增长更大的派息增长。尽管该公司无债务且派息率低于40%,但该公司历史上股息增长非常缓慢。我认为投资者正在关注另一次小幅上涨。</blockquote></p><p> Prediction: 2.3 – 4.5% increase to $0.90 - $0.92</p><p><blockquote>预测:增长2.3-4.5%至0.90-0.92美元</blockquote></p><p> Predicted Forward Yield: 1.74 – 1.78%</p><p><blockquote>预测远期收益率:1.74-1.78%</blockquote></p><p> <b>The First of Long Island Corporation (FLIC) – 24 years</b></p><p><blockquote><b>长岛第一公司(FLIC)–24年</b></blockquote></p><p> The parent company for the First National Bank of Long Island, this regional banking company serves customers on Long Island and in New York City. After growing earnings per share by 3% in 2020, growth accelerated to 14% in the first half of 2021. This is due primarily to improving economic conditions as the pandemic recedes, which allowed the company to reduce the amount held for credit losses. Historically, the company has compounded dividends at 7% over the last decade, although the uncertainty with the resurgence of the virus will make that the most that investors can expect.</p><p><blockquote>这家地区性银行公司是长岛第一国民银行的母公司,为长岛和纽约市的客户提供服务。继2020年每股收益增长3%后,2021年上半年增长加速至14%。这主要是由于随着疫情的消退,经济状况有所改善,这使得公司能够减少信用损失持有的金额。从历史上看,该公司在过去十年中的复合股息为7%,尽管病毒卷土重来的不确定性将使这成为投资者可以预期的最高水平。</blockquote></p><p> Prediction: 3.9 – 6.6% increase to $0.79 - $0.81</p><p><blockquote>预测:增长3.9-6.6%至0.79-0.81美元</blockquote></p><p> Predicted Forward Yield: 3.83 – 3.93%</p><p><blockquote>预测远期收益率:3.83-3.93%</blockquote></p><p> <b>Honeywell International (HON) – 10 years</b></p><p><blockquote><b>霍尼韦尔国际(HON)–10年</b></blockquote></p><p> Industrial machinery company Honeywell, with business in aerospace and defense, and building and industrial control, is seeing renewed growth. The company has expanded margins and increased sales across most of its business lines, and is projecting EPS growth of between 12 and 14% for 2021. This will help the company return to its normal dividend growth of around 10% after last year’s 3% boost.</p><p><blockquote>工业机械公司霍尼韦尔的业务涉及航空航天和国防、建筑和工业控制,目前正在重新增长。该公司扩大了大部分业务线的利润率并增加了销售额,预计2021年每股收益将增长12%至14%。这将有助于该公司继去年3%的股息增长后恢复到10%左右的正常股息增长。</blockquote></p><p> Prediction: 9.1 – 11.3% increase to $4.06 - $4.14</p><p><blockquote>预测:增长9.1-11.3%至4.06-4.14美元</blockquote></p><p> Predicted Forward Yield: 1.78 – 1.81%</p><p><blockquote>预测远期收益率:1.78-1.81%</blockquote></p><p> <b>Ingredion (INGR) – 10 years</b></p><p><blockquote><b>Ingredion(INGR)–10年</b></blockquote></p><p> A drop in EPS last year forced the maker of natural food ingredients to report out a minimal dividend increase of less than 2%, well below the average growth rate of 7% over the last 5 years. The company is expecting earnings growth to return this year, with projections in a wide range between 3 and 10% for 2021. With a projected payout ratio below 50%, investors can expect a return to faster dividend growth.</p><p><blockquote>去年每股收益的下降迫使这家天然食品配料制造商公布的股息增幅最低不到2%,远低于过去5年7%的平均增长率。该公司预计今年盈利将恢复增长,2021年的预测范围在3%至10%之间。由于预计派息率低于50%,投资者可以预期股息将恢复更快增长。</blockquote></p><p> Prediction: 4.7 – 6.3% increase to $2.68 - $2.72</p><p><blockquote>预测:增长4.7-6.3%至2.68-2.72美元</blockquote></p><p> Predicted Forward Yield: 3.04 – 3.09%</p><p><blockquote>预测远期收益率:3.04-3.09%</blockquote></p><p> <b>Lockheed Martin Corporation (LMT) – 18 years</b></p><p><blockquote><b>洛克希德·马丁公司(LMT)–18年</b></blockquote></p><p></p><p> With sales growth across all four business sectors – Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space – Lockheed Martin produced year-over-year earnings growth in the 1st half of the year. The company has boosted its outlook for the full year and is now expecting EPS growth of 10%. Although the defense contractor has a heavy debt load, this hasn’t kept the company from quickly growing its dividend in the past. Investors should expect a boost around the 5-year growth average of 9.5%.</p><p><blockquote>随着所有四个业务领域(航空、导弹和火控、旋转和任务系统以及航天)的销售增长,洛克希德·马丁公司上半年的盈利同比增长。该公司上调了全年预期,目前预计每股收益增长10%。尽管这家国防承包商债务负担沉重,但这并没有阻止该公司过去股息的快速增长。投资者应该预计5年平均增长率将达到9.5%左右。</blockquote></p><p> Prediction: 8.7 – 11.5% increase to $11.30 - $11.60</p><p><blockquote>预测:增长8.7-11.5%至11.30-11.60美元</blockquote></p><p> Predicted Forward Yield: 3.17 – 3.26%</p><p><blockquote>预测远期收益率:3.17-3.26%</blockquote></p><p> <b>McDonald’s Corporation (MCD) – 45 years</b></p><p><blockquote><b>麦当劳公司(MCD)–45年</b></blockquote></p><p> The story of McDonald’s in 2020 is one of many restaurants during the pandemic. After a 20% drop in EPS in 2020, the company’s business has rebounded in the first half of 2021 as more people get vaccinated and they start to feel more comfortable going out. Before the emergence of the Delta variant, McDonald’s adjusted EPS had more than doubled over the first 6 months of the year. The new variant makes business uncertain for the restaurant chain; this uncertainty makes it less likely that the company will resume historical levels of dividend growth. However, it looks like McDonald’s will be able to reward investors with a larger boost than last year’s 3% increase.</p><p><blockquote>2020年麦当劳的故事是疫情期间众多餐厅之一。在2020年每股收益下降20%后,随着越来越多的人接种疫苗,他们开始更愿意外出,该公司的业务在2021年上半年出现反弹。在德尔塔变异毒株出现之前,麦当劳调整后每股收益在今年前6个月增长了一倍多。新的变体使连锁餐厅的业务变得不确定;这种不确定性使得该公司恢复历史股息增长水平的可能性较小。然而,看起来麦当劳将能够以比去年3%的涨幅更大的涨幅来回报投资者。</blockquote></p><p> Prediction: 4.3 – 5.8% increase to $5.38 - $5.46</p><p><blockquote>预测:增长4.3-5.8%至5.38-5.46美元</blockquote></p><p> Predicted Forward Yield: 2.25 – 2.29%</p><p><blockquote>预测远期收益率:2.25-2.29%</blockquote></p><p> <b>Microsoft Corporation (MSFT) – 18 years</b></p><p><blockquote><b>微软公司(MSFT)–18年</b></blockquote></p><p> Microsoft is firing on all cylinders and still growing quickly, despite a market cap of more than $2 trillion. The company recently reported double-digit revenue growth across all sectors, including MS Office products (up 20%) and Azure (up 50%). This revenue growth powered EPS growth of 40%. With little debt and a payout ratio below 30%, investors in Microsoft can expect a very nice boost this year.</p><p><blockquote>尽管市值超过2万亿美元,但微软正在全力以赴,并且仍在快速增长。该公司最近报告称,所有部门的收入都实现了两位数的增长,包括MS Office产品(增长20%)和Azure(增长50%)。这种收入增长推动每股收益增长40%。由于债务很少,派息率低于30%,微软的投资者今年可以期待一个非常好的提振。</blockquote></p><p> Prediction: 14.3 – 21.4% increase to $2.56 - $2.72</p><p><blockquote>预测:增长14.3-21.4%至2.56-2.72美元</blockquote></p><p> Predicted Forward Yield: 0.85 – 0.90%</p><p><blockquote>预测远期收益率:0.85-0.90%</blockquote></p><p> <b>New Jersey Resources (NJR) – 25 years</b></p><p><blockquote><b>新泽西资源(NJR)–25年</b></blockquote></p><p> The natural gas utility hits the quarter-century mark of dividend growth this year. New Jersey Resources has done better than expected in the first half of the year, and recently increased its full-year adjusted EPS growth guidance to between 1.4% and 6.3%. This will give NJR room for its annual increase, although investors can expect a boost below the company’s 10-year growth average of 6%.</p><p><blockquote>这家天然气公用事业公司今年的股息增长达到了四分之一个世纪以来的水平。新泽西资源上半年表现好于预期,近期将全年调整后每股收益增长指引上调至1.4%至6.3%之间。这将为NJR的年度增长提供空间,尽管投资者预计增幅将低于该公司6%的10年平均增长率。</blockquote></p><p> Prediction: 3.8 – 5.3% increase to $1.38 - $1.40</p><p><blockquote>预测:上涨3.8-5.3%至1.38-1.40美元</blockquote></p><p> Predicted Forward Yield: 3.67 – 3.72%</p><p><blockquote>预测远期收益率:3.67-3.72%</blockquote></p><p> <b>OGE Energy (OGE) – 14 years</b></p><p><blockquote><b>OGE能源(OGE)–14年</b></blockquote></p><p> The parent company of Oklahoma Gas & Electric is looking at EPS growth of between 3 and 9% for the full fiscal year. Despite the decent growth for a “boring” utility company, OGE’s payout ratio of nearly 90% limits the company’s dividend growth going forward. Although OGE has a compounded dividend growth rate of 8% over the last decade, investors can expect an announcement of a boost similar to last year’s 4% increase.</p><p><blockquote>俄克拉荷马天然气电力公司的母公司预计整个财年每股收益将增长3%至9%。尽管对于一家“无聊”的公用事业公司来说增长不错,但OGE近90%的派息率限制了该公司未来的股息增长。尽管OGE在过去十年中的复合股息增长率为8%,但投资者可以期待宣布类似于去年4%的增长。</blockquote></p><p> Prediction: 3.1 – 5.0% increase to $1.66 - $1.69</p><p><blockquote>预测:上涨3.1-5.0%至1.66-1.69美元</blockquote></p><p> Predicted Forward Yield: 4.65 – 4.74%</p><p><blockquote>预测远期收益率:4.65-4.74%</blockquote></p><p> <b>Philip Morris International (PM) – 13 years</b></p><p><blockquote><b>菲利普莫里斯国际公司(PM)–13年</b></blockquote></p><p> The tobacco company reported 7% adjusted EPS growth in 2020 and is guiding to another 13% growth in 2021. This growth supports the company’s goal of repurchasing up to $7 billion in stock over the next 3 years. It should also support the continuing growth of the company’s dividend despite a payout ratio above 80%. The company has a 5-year growth rate of 3%; investors can expect a boost close to that level.</p><p><blockquote>该烟草公司报告2020年调整后每股收益增长7%,并预计2021年将再增长13%。这一增长支持了该公司在未来3年内回购最多70亿美元股票的目标。尽管派息率高于80%,但它还应该支持公司股息的持续增长。公司5年增长率为3%;投资者可以期待接近该水平的提振。</blockquote></p><p> Prediction: 2.9 – 4.2% increase to $4.94 - $5.00</p><p><blockquote>预测:上涨2.9-4.2%至4.94-5.00美元</blockquote></p><p> Predicted Forward Yield: 4.66 – 4.71%</p><p><blockquote>预测远期收益率:4.66-4.71%</blockquote></p><p> <b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> August’s group of dividend stocks was a mixed bag – while there were some very nice increases for investors, many of them came in below my expectations. The big winners were investors in Nordson; they’re going to benefit from the company’s 30% boost. However, investors in Dover, Federal Realty, and Carlisle are looking at small increases to their income.</p><p><blockquote>八月份的股息股票好坏参半——虽然对投资者来说有一些非常好的涨幅,但其中许多都低于我的预期。大赢家是诺信的投资者;他们将从公司30%的涨幅中受益。然而,多佛、联邦房地产和卡莱尔的投资者正在考虑他们的收入小幅增加。</blockquote></p><p> Despite some disappointments, I am still optimistic about dividend growth through the rest of the year. Microsoft and Accenture should reward investors with double-digit percent increases, while investors in Lockheed Martin and Honeywell can look forward to percentage increases in the high single digits. Investors in utilities New Jersey Resources and OGE can also look forward to small increases.</p><p><blockquote>尽管有些令人失望,但我仍然对今年剩余时间的股息增长持乐观态度。微软和Accenture应该以两位数的百分比增长回报投资者,而Lockheed Martin和Honeywell的投资者可以期待高个位数的百分比增长。公用事业公司新泽西资源公司和OGE的投资者也可以期待小幅上涨。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4453667-microsoft-11-other-dividend-growth-stocks-to-announce-annual-increases-in-october\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HON":"霍尼韦尔","ACN":"埃森哲","LMT":"洛克希德马丁","FLIC":"第一长岛","BR":"Broadridge金融解决方案","BRC":"布雷迪","MCD":"麦当劳","FRT":"FRT信托","STE":"思泰瑞医疗","MO":"奥驰亚","CBOE":"芝加哥期权交易所","BMI":"Badger Meter","WLK":"Westlake Chemical Corp","OGE":"OGE Energy Corp","INTU":"财捷","CSL":"卡莱尔伙伴","NJR":"新泽西能源","RBA":"里奇兄弟拍卖","IFF":"国际香料香精","MSFT":"微软","PM":"菲利普莫里斯","ITW":"伊利诺伊机械","DOV":"美国都福集团","INGR":"宜瑞安"},"source_url":"https://seekingalpha.com/article/4453667-microsoft-11-other-dividend-growth-stocks-to-announce-annual-increases-in-october","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147921064","content_text":"Summary\n\nThings were mixed for dividend growth investors in August. While Nordson rewarded investors with a 30% boost, several other companies came in with very small increases.\nThese increases were enough to keep those companies’ growth streaks going, in hopes for better earnings growth in the future.\nMicrosoft and Accenture should announce double-digit boosts in September. Investors can expect increases from nine other long-term income growth companies.\n\nJean-Luc Ichard/iStock Editorial via Getty Images\nThis is the latest in my series of articles where I provide predictions of annual dividend increases for a variety of long-term dividend growth companies. Back at the end of July, I provided predictions for 16 dividend growth companies that have historically announced annual payout increases in August. In this article I’ll look at 11 more dividend growth companies for September.\nIn addition to the companies I reviewed, insurer American Financial Group (AFG) marked its 16th year of dividend growth with a 12% increase. The annual payout of $2.24 gives the company a forward yield of 1.63%.\nHere are the results from the August article (the original predictions are availablehere), followed by my predictions for the dividend increases that I’m expecting to be announced in September:\n(All yields are based on stock prices at the market close on Friday, September 3rd.)\nResults for Dividend Increase Announcements from August\nBancFirst Corporation (BANF) – 28 years\nPrediction: 10.3 – 14.7% increase to $1.50 - $1.56\nActual: 5.9% increase to $1.44\nForward yield: 2.59%\nThis is the Oklahoma-based bank’s 2nd year of 6% dividend growth.\nBadger Meter (BMI) – 29 years\nPrediction: 9.7 – 13.9% increase to $0.79 - $0.82\nActual: 11.1% increase to $0.80\nForward yield: 0.76%\nThe flow meter designer and manufacturer returned to its normal level of dividend growth.\nBroadridge Financial Solutions (BR) – 15 years\nPrediction: 13.0 – 16.5% increase to $2.60 - $2.68\nActual: 11.3% increase to $2.56\nForward yield: 1.50%\nI had hoped that the technology company would reward investors with a larger increase. Nevertheless, it’s another year of double-digit growth for Broadridge.\nCboe Global Markets (CBOE) – 12 years\nPrediction: 11.9 – 19.0% increase to $1.88 - $2.00\nActual: 14.3% increase to $1.92\nForward yield: 1.52%\nThe strong stock market is powering strong dividend growth from the operator of options markets.\nCarlisle Companies (CSL) – 45 years\nPrediction: 10.5 – 14.3% increase to $2.32 - $2.40\nActual: 2.9% increase to $2.16\nForward yield: 1.04%\nAlthough the company’s earnings grew at double digits in the first half of the year, Carlisle’s latest increase was well below its long-term growth rate.\nDover Corporation (DOV) – 66 years\nPrediction: 11.1 – 16.2% increase to $2.20 - $2.30\nActual: 1.0% increase to $2.00\nForward yield: 1.14%\nDover kept its dividend streak – one of the longest among all publicly traded companies – going with its 2nd year of 1% increases.\nFederal Realty Investment Trust (FRT) – 54 years\nPrediction: 1.9 – 3.8% increase to $4.32 - $4.40\nActual: 0.9% increase to $4.28\nForward yield: 3.48%\nThe hit to urban real estate from the pandemic impacted Federal Realty, which focuses on regions like Washington, D.C., Boston, San Francisco, and Los Angeles.\nInternational Flavors & Fragrances (IFF) – 19 years\nPrediction: 2.6 – 3.9% increase to $3.16 - $3.20\nActual: 2.6% increase to $3.16\nForward yield: 2.09%\nThis is the 2nd year of 3% dividend growth for the specialty chemical company.\nIntuit Inc. (INTU) – 11 years\nPrediction: 11.9 – 15.3% increase to $2.64 - $2.72\nActual: 15.3% increase to $2.72\nForward yield: 0.48%\nThe financial software firm continued its history of annual double-digit payout growth.\nIllinois Tool Works (ITW) – 47 years\nPrediction: 11.4 – 14.0% increase to $5.08 - $5.20\nActual: 7.0% increase to $4.88\nForward yield: 2.14%\nIllinois Tool’s heavy debt load held down the company’s latest dividend increase.\nAltria Group (MO) – 52 years\nPrediction: 1.7 – 3.5% increase to $3.50 - $3.56\nActual: 4.7% increase to $3.60\nForward yield: 7.06%\nAltria’s latest increase is an improvement over last year’s 2.4% boost.\nNordson Corporation (NDSN) – 58 years\nPrediction: 10.3 – 15.4% increase to $1.72 - $1.80\nActual: 30.8% increase to $2.04\nForward yield: 0.84%\nNordson’s 34% EPS growth this year powered a dividend boost that more than made up for last year’s small 3% increase.\nRitchie Bros. Auctioneers (RBA) – 21 years\nPrediction: 9.1 – 13.6 % increase to $0.96 - $1.00\nActual: 13.6% increase to $1.00\nForward yield: 1.59%\nThis is Ritchie Bros.’ 3rd straight year of 10%+ dividend growth.\nSteris plc (STE) – 17 years\nPrediction: 8.8 – 12.5% increase to $1.74 - $1.80\nActual: 7.5% increase to $1.72\nForward yield: 0.79%\nAlthough Steris’ earnings growth came in at nearly 10%, I overestimated what the healthcare company’s latest increase would be.\nVerizon Communications (VZ) – 17 years\nPrediction: 3.2 – 5.2% increase to $2.59 - $2.64\nActual: 2.0% increase to $2.56\nForward yield: 4.62%\nVerizon’s latest increase is consistent with its slow growth over the last 5 years.\nWestlake Chemical Corporation (WLK) – 18 years\nPrediction: 7.4 – 11.1% increase to $1.16 - $1.20\nActual: 10.2% increase to $1.19\nForward yield: 1.37%\nWestlake Chemical’s increase this year beat the company’s 5-year average growth rate of 8%.\nPredictions for Dividend Increases in September\nHere are my predictions for the 12 dividend increases I expect in September:\nAccenture (ACN) – 16 years of dividend growth\nDelivering consulting services to its customers, Accenture has grown rapidly over the last decade, compounding its dividend at more than 16% annually. The company’s dividend growth has slowed in recent years, but it still managed a 10% boost in 2020. With no debt, a payout ratio below 40%, and expected adjusted EPS growth this year of 17%, the company is poised for another year of double-digit dividend growth.\nPrediction: 11.4 – 14.8% increase to $3.92 - $4.04\nPredicted Forward Yield: 1.14 – 1.18%\nBrady Corporation (BRC) – 35 years\nDespite the resurgence of the COVID delta variant, business is returning to normal for Brady. The company manufactures and markets labeling and identification products. Although earnings per share fell 14% in 2020, the company is projecting a return to good growth in 2021, with EPS growth since 2019 of between 5 and 9%. The question is whether this return to normal growth means a larger payout boost than last year’s 1% increase. Although the company is debt free and has a payout ratio below 40%, the company has historically grown dividends very slowly. I think investors are looking at another small increase.\nPrediction: 2.3 – 4.5% increase to $0.90 - $0.92\nPredicted Forward Yield: 1.74 – 1.78%\nThe First of Long Island Corporation (FLIC) – 24 years\nThe parent company for the First National Bank of Long Island, this regional banking company serves customers on Long Island and in New York City. After growing earnings per share by 3% in 2020, growth accelerated to 14% in the first half of 2021. This is due primarily to improving economic conditions as the pandemic recedes, which allowed the company to reduce the amount held for credit losses. Historically, the company has compounded dividends at 7% over the last decade, although the uncertainty with the resurgence of the virus will make that the most that investors can expect.\nPrediction: 3.9 – 6.6% increase to $0.79 - $0.81\nPredicted Forward Yield: 3.83 – 3.93%\nHoneywell International (HON) – 10 years\nIndustrial machinery company Honeywell, with business in aerospace and defense, and building and industrial control, is seeing renewed growth. The company has expanded margins and increased sales across most of its business lines, and is projecting EPS growth of between 12 and 14% for 2021. This will help the company return to its normal dividend growth of around 10% after last year’s 3% boost.\nPrediction: 9.1 – 11.3% increase to $4.06 - $4.14\nPredicted Forward Yield: 1.78 – 1.81%\nIngredion (INGR) – 10 years\nA drop in EPS last year forced the maker of natural food ingredients to report out a minimal dividend increase of less than 2%, well below the average growth rate of 7% over the last 5 years. The company is expecting earnings growth to return this year, with projections in a wide range between 3 and 10% for 2021. With a projected payout ratio below 50%, investors can expect a return to faster dividend growth.\nPrediction: 4.7 – 6.3% increase to $2.68 - $2.72\nPredicted Forward Yield: 3.04 – 3.09%\nLockheed Martin Corporation (LMT) – 18 years\nWith sales growth across all four business sectors – Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space – Lockheed Martin produced year-over-year earnings growth in the 1st half of the year. The company has boosted its outlook for the full year and is now expecting EPS growth of 10%. Although the defense contractor has a heavy debt load, this hasn’t kept the company from quickly growing its dividend in the past. Investors should expect a boost around the 5-year growth average of 9.5%.\nPrediction: 8.7 – 11.5% increase to $11.30 - $11.60\nPredicted Forward Yield: 3.17 – 3.26%\nMcDonald’s Corporation (MCD) – 45 years\nThe story of McDonald’s in 2020 is one of many restaurants during the pandemic. After a 20% drop in EPS in 2020, the company’s business has rebounded in the first half of 2021 as more people get vaccinated and they start to feel more comfortable going out. Before the emergence of the Delta variant, McDonald’s adjusted EPS had more than doubled over the first 6 months of the year. The new variant makes business uncertain for the restaurant chain; this uncertainty makes it less likely that the company will resume historical levels of dividend growth. However, it looks like McDonald’s will be able to reward investors with a larger boost than last year’s 3% increase.\nPrediction: 4.3 – 5.8% increase to $5.38 - $5.46\nPredicted Forward Yield: 2.25 – 2.29%\nMicrosoft Corporation (MSFT) – 18 years\nMicrosoft is firing on all cylinders and still growing quickly, despite a market cap of more than $2 trillion. The company recently reported double-digit revenue growth across all sectors, including MS Office products (up 20%) and Azure (up 50%). This revenue growth powered EPS growth of 40%. With little debt and a payout ratio below 30%, investors in Microsoft can expect a very nice boost this year.\nPrediction: 14.3 – 21.4% increase to $2.56 - $2.72\nPredicted Forward Yield: 0.85 – 0.90%\nNew Jersey Resources (NJR) – 25 years\nThe natural gas utility hits the quarter-century mark of dividend growth this year. New Jersey Resources has done better than expected in the first half of the year, and recently increased its full-year adjusted EPS growth guidance to between 1.4% and 6.3%. This will give NJR room for its annual increase, although investors can expect a boost below the company’s 10-year growth average of 6%.\nPrediction: 3.8 – 5.3% increase to $1.38 - $1.40\nPredicted Forward Yield: 3.67 – 3.72%\nOGE Energy (OGE) – 14 years\nThe parent company of Oklahoma Gas & Electric is looking at EPS growth of between 3 and 9% for the full fiscal year. Despite the decent growth for a “boring” utility company, OGE’s payout ratio of nearly 90% limits the company’s dividend growth going forward. Although OGE has a compounded dividend growth rate of 8% over the last decade, investors can expect an announcement of a boost similar to last year’s 4% increase.\nPrediction: 3.1 – 5.0% increase to $1.66 - $1.69\nPredicted Forward Yield: 4.65 – 4.74%\nPhilip Morris International (PM) – 13 years\nThe tobacco company reported 7% adjusted EPS growth in 2020 and is guiding to another 13% growth in 2021. This growth supports the company’s goal of repurchasing up to $7 billion in stock over the next 3 years. It should also support the continuing growth of the company’s dividend despite a payout ratio above 80%. The company has a 5-year growth rate of 3%; investors can expect a boost close to that level.\nPrediction: 2.9 – 4.2% increase to $4.94 - $5.00\nPredicted Forward Yield: 4.66 – 4.71%\nSummary\nAugust’s group of dividend stocks was a mixed bag – while there were some very nice increases for investors, many of them came in below my expectations. The big winners were investors in Nordson; they’re going to benefit from the company’s 30% boost. However, investors in Dover, Federal Realty, and Carlisle are looking at small increases to their income.\nDespite some disappointments, I am still optimistic about dividend growth through the rest of the year. Microsoft and Accenture should reward investors with double-digit percent increases, while investors in Lockheed Martin and Honeywell can look forward to percentage increases in the high single digits. Investors in utilities New Jersey Resources and OGE can also look forward to small increases.","news_type":1,"symbols_score_info":{"HON":0.9,"PM":0.9,"RBA":0.9,"FLIC":0.9,"MSFT":0.9,"LMT":0.9,"MCD":0.9,"BR":0.9,"BRC":0.9,"INTU":0.9,"INGR":0.9,"CSL":0.9,"MO":0.9,"STE":0.9,"IFF":0.9,"BMI":0.9,"FRT":0.9,"ACN":0.9,"WLK":0.9,"DOV":0.9,"NJR":0.9,"ITW":0.9,"CBOE":0.9,"OGE":0.9}},"isVote":1,"tweetType":1,"viewCount":349,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/880091430"}
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