Polliesdividend

Expected Dividend Increases in April 2019

Expected Dividend Increases in April for my Vrijheid Fonds

If you have visited Polliesdividend more often, you know that I track the dividend increases of the companies in myVrijheid Fonds. There have been quite a few dividend increases announced so far in 2019 for my Vrijheid Fonds. It definitely has been a fun time to be a dividend growth investor. In this post I try to summarize as many companies that are expected to announce a dividend increase in the coming month.

 

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Why you ask? I find it fun to track the dividend increases because I like companies that regularly increase their dividend. I believe that companies can only increase their dividends regularly if they grow earnings sufficiently. And it is the most outward sign by management as to how business is going. These companies show confidence in the potential growth of future earnings. And that are the kind of companies I like in my Vrijheid Fonds.

 

Now that March has ended and the busiest time of year for dividend increases is in the rear-view mirror, we should see a slowdown in announcements as the annual shareholder meetings begin. But (there is always a but 😉 ) April will be an exciting month because some big names in my Vrijheid Fonds are set to announce an increase.

 

Last month

But before I take a look at the month of March, just let us first look back if the companies of the previous month’s article did what I expected.

 

Realty Income (O)

This dividend Aristocrat has raised its dividend as clockwork. On March 12th2019, Realty Income announced a 0.2% increase of their dividend. This increased marked their 101stdividend increase since Realty Income’s listing on the NYSE.

 

  2019 April 2018 April 2017 April 2016 April DGR-10yrs
O 0.2% 0.2% 0.2% 0.3% 5.3%

Table 1. Dividend increases of O

I was spot on with my prediction. For more information about this increase see my post about this dividend increase of Realty Income.

 

Ahold Delhaize (AD.AS)

Ahold Delhaize is one of the world’s largest retail groups, operating strong local consumer brands in the United States and Europe. In the beginning of March, Ahold Delhaize announced a 11.1% increase of their dividend.

  2018 2018 2017 DGR-10yrs
AD.AS 11.1% 10.5% 9.6% 1.9%

Table 2. Dividend increases of Ahold Delhaize.

This increase was right in the middle of my prediction. And I’m happy with this nice increase. For more information about this increase see my post about this dividend increase of Ahold Delhaize.

These were my dividend increase for the month of March. All these nice increases are responsible that my annual dividend will increase with a total of € 31.70 ($ 36.00). My Vrijheid Fonds is working for me and gives me some extra money just by doing nothing!

Again a great month for my Vrijheid Fonds.

 

April

Here are my predictions for the dividend increases I expect in April:

 

Johnson & Johnson (JNJ)

Johnson & Johnson is a dividend king, every DGI’s dream. They have an astonishing 56-year record of progressively increasing dividends! JNJ had a great year (2018) and this will result in another nice year of dividend growth.

  2018 2017 2016 DGR-10yrs
JNJ 7.1 % 5.0 % 6.7% 7.0%

Table 3. Dividend increases of JNJ

I looked on the Internet and in their latest company financial information. On the basis of my own little research I expect the increase to be just below the company’s 10-year dividend growth average of 7.0%

Current Dividend Yield: 2.66%
Prediction: 5.0% – 7.0% increase to $0.94 – 0.96

 

Procter & Gamble (PG)

Another Dividend King with 62 years of uninterrupted dividend increases. Procter & Gamble is the S&P Dividend Aristocrat with the longest dividend growth streak. P&G has paid a dividend in each of the past 128 fiscal years. In my opinion Procter & Gamble is not likely to reward investors with a massive bump in its payout this year.

  2018 2017 2016 DGR-10yrs
PG 4.0 % 3.0 % 1.0% 6.7%

Table 4. Dividend increases of PG

I looked on the Internet and in their latest company financial information. On the basis of my own little research I expect the increase to be below the company’s 10-year dividend growth average of 6.7%

Current Dividend Yield: 2.77%
Prediction: 3.0% – 5.0% increase to $0.7383 – 0.7531

 

Southern Company (SO)

This power company provides electricity to more than 9 million customers throughout the southeastern United States. Southern almost certainly will increase its payout for the 19th consecutive year sometime in the middle of April, but it probably won’t be much. Their current payout ratio is more than  100%, so there isn’t room for Southern Company to boost the dividend.

  2018 2017 2016 DGR-10yrs
SO 3.4% 3.5% 3.25 3.6%

Table 5. Dividend increases of SO

I looked on the Internet and in their latest company financial information. On the basis of my own little research I expect a very small increase of its quarterly dividend.

Current Dividend Yield: 4.69%
Prediction: 0.05% – 2.0% increase to $0.603 – 0.612

 

Unilever (UN.AS)

Unilever is one of the worlds largest consumer goods company. After a hectic year in 2017, 2018 was a relatively relaxed year. And, O yes…. the switched from CEO.

 

  2018 2017 2016 DGR-5yrs
UN.AS 8.0% 12% 5.99% 8.1%

Table 6. Dividend increases of UN.AS

I looked on the Internet and in their latest company financial information. On the basis of my own little research I expect the increase to be around the company’s 5-year dividend growth average of 8.1%

Current Dividend Yield: 3.03%
Prediction: 6% – 10% increase to €0.4066 – € 0.4259

 

Finally

For four excellent companies of my Vrijheid Fonds I predict an increase of their dividend. I’m excited how my predictions will turn out. Next month I will write a review and look back at my predictions. I can’t wait for the month January and the dividend increases that will be announced. I’m always excited about new dividend increases. I hope that I’m as right as my predictions for last month 😉

How many of these companies do you own? Which other increases do you expect? Can’t wait to read your responses. Happy investing everyone!

Cheers,

Pollie

Disclaimer: I’m not a registered investment adviser, investment professional, brokerage firm or investment company. Readers are advised that information on the website is issued solely for information purposes and not to be construed as an offer or recommendation to buy, hold, or sell any securities. All information, opinions, and analyses included are based on sources believed to be reliable, but no representation or warranty is made concerning accuracy, correctness, timeliness, or appropriateness. Please consult with an investment professional before investing any of your money.

 

 

 

 

 

 

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