Qualcomm Dividend Increase

On 18 March, Qualcomm (QCOM) increased its dividend by 4.71%, from 85¢ to 89¢ per share.

This dividend increase will be effective for quarterly dividends payable after March 27, 2025

QCOM's forward yield is 2,33% at $152.72 per share.

The Highest-Quality Dividend Champions By Quality Scores

This article presents the highest-quality Dividend Champions, which are companies listed on U.S. exchanges that have consistently higher annual dividend payouts for at least 25 years. Subsequent articles will present the highest-quality Dividend Contenders (10-24 years) and Challengers (5-9 years).

There are 137 Dividend Champions in Portfolio Insight's Dividend Radar spreadsheet, and researching all of them would be a daunting task. Instead, I use a quality scoring system to assess the quality of dividend growth [DG] stocks and focus my research efforts on the highest-quality DG stocks. The system considers six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Champions score four or five points for each quality indicator.

10 Undervalued Dividend Growth Stocks: March 2025

This monthly article series identifies 10 Undervalued Dividend Growth Stocks for further research and possible investment.

I present the top-ranked candidates based on quality scores. These high-quality, undervalued dividend growth stocks are candidates for your dividend growth portfolio.

As always, I recommend doing your own analysis before investing in these stocks.

This month, I'm presenting the ten top-ranked undervalued dividend growth stocks yielding at least 4%.

March 2025 Newsletter

Welcome to the MARCH edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 28 February 2025).

In February, I opened eleven new positions and closed twelve existing positions, so DivGro now contains 89 positions. Of these, 71 are dividend growth [DG] stocks, seven are closed-end funds, and two are dividend-paying stocks. By convention, only stocks with five-year or longer dividend increase streaks are considered DG stocks.

Oracle Dividend Increase

On 10 March, Oracle (ORCL) increased its dividend by 25%, from 40¢ to 50¢ per share.

 
The dividend is payable on 23 April to shareholders of record on 10 April. 

ORCL's forward yield is 1.39% at $143.70 per share.

Applied Materials Dividend Increase

On 10 March, Applied Materials (AMAT) increased its dividend by 15%, from 40¢ to 46¢ per share.

 
The dividend is payable on 12 June to shareholders of record on 22 May. 

AMAT's forward yield is 1.25% at $146.79 per share.

General Dynamics Increase

On 5 March, General Dynamics (GD) increased its dividend by 5.63%, from $1.42 to $1.50 per share.

 
The dividend is payable on 9 May to shareholders of record on 11 April. 

GD's contribution to DivGro's projected annual dividend income will increase by $20.80 to $390.

The Dividend Aristocrats Ranked By Quality Scores: March 2025

The S&P 500 Dividend Aristocrats Index contains 69 dividend growth stocks, which are called the Dividend Aristocrats. With a few exceptions, the Dividend Aristocrats are S&P 500 companies that have paid higher dividends every year for 25 or more years. 

In this article, I rank the Dividend Aristocrats by quality scores, categorizing them into undervalued and overvalued stocks.

I consider stocks undervalued if they pass two valuation screens.