Market Analysis by covering: Lockheed Martin Corporation, Penske Automotive Group Inc, Comfort Systems USA Inc, Primerica Inc. Read 's Market Analysis on Investing.com
BofA’s Hartnett sees China as top long in emerging global bull marketDozens of companies are poised to raise their dividends over the next few months once the quarterly earnings season gets underway. Most of those are going to be token upgrades—just enough to pacify shareholders.
to hike their cash distributions by a minimum of 39%—though a lot more could be in store. is an example of this magnet in action. Look at how, for many years, LMT has traded almost in lockstep with its dividend—rarely getting too far behind or out in front of it.Meanwhile, Lockheed isn’t setting the world on fire with a 2.5% current headline yield—but anyone who has owned the stock for 15 years is sitting on a wild yield on costLooking for the next Lockheed? Let’s discuss five companies that are due to deliver dividend hikes over the next couple of months. These firms generously rewarded shareholders with massive raises, including hikes of between 39%-100% as recently as last year!Primerica deals in insurance, investments and other financial products. Specifically, Primerica offers term life insurance, mutual funds, annuities, business retirement plans, education savings plans, mortgages, identity theft protection plans, legal protection plans and other products targeting middle-income consumers in the U.S. and Canada. Business has been steady. Primerica has delivered revenue growth every year for more than a decade. Bottom-line improvement hasn’t beenconsistent, but the arrow has mostly been pointed upwards. The company’s full-year 2025 earnings per share are expected to increase by low double digits, which is much quicker than usual. However, higher costs of living are pressuring Primerica’s customers, which is translating into more modest expectations for next year. The question is whether Primerica’s next dividend hike—which likely would come in early February—will reflect the year it’s had or the year to come. The company’s 2025 hike was nearly 40% better than its 2024 starting dividend, and 15% better than its distribution by midyear to 16 cents per share 2024). But in 2025, it turbocharged the payday, announcing a 50% hike to 24 cents per share.YUMC’s current dividend represents about 33% of 2026 profit estimates, so it certainly has room for another big bump. The question will be whether it wants to commit even more capital when it’s clearly still in the midst of aggressive expansion. We’ll keep watch for its next dividend announcement, which should come in early February. , which keeps buildings usable and comfortable. The company installs, renovates, maintains, repairs and replaces heating, ventilation, air conditioning, plumbing, electrical, monitoring, fire protection and other systems. The company provides its services for buildings that serve a wide variety of sectors. Its two largest customer types are manufacturing and technology—and the latter is considered to be a significant driver of growth. One area of opportunity is artificial intelligence ; as technology companies continue to build the data centers necessary to power AI, they’ll need the types of HVAC and electrical solutions Comfort Systems provides and installs.Comfort Systems’ dividend has simply exploded in recent years, up some 471% since 2020. The yield is modest but consider this: The stock yielded less than 1% at the start of 2021. But in just five years, anyone who bought them is sitting on more than 4x that, at a yield north of 4%! That’s because the company’s fortunes are rising fast.The good times continue to roll. In its most recent quarter, organic revenues were up 33%, EPS doubled, and operating cash flow jumped 83%. That makes another dividend hike appear highly probable—and the likely timing based on past precedent would be sometime in late February.Penske is an international automobile retailer that operates dealerships not just in the U.S., but also the U.K., Germany, Italy, Canada, and Japan. And these dealerships cover just about every international auto brand under the sun. But it’s not just passenger vehicles—Penske also has a commercial-truck retail business across North America, and it distributes and retails commercial vehicles, power systems, engines, and more across Australia and New Zealand. In addition to all that, it owns just shy of 29% of Penske Transportation Solutions, a North American transportation services, logistics, and supply-chain management services provider. I’ve highlighted Penske in a previous look at dividend growers, but PAG is so prolific it bears shining a spotlight on it again. Penske has anuninterrupted run of quarterly dividend hikes going back more than a decade—it did suspend its payout for two quarters in 2020, which we don’t want to ignore—but it resumed distributions that same year, then just went right back to raising and raising and raising.This has made Penske’s quarterly dividend announcements must-see events for dividend growth investors, and the next one is likely to come in late January or early February. However, PAG’s next few quarters are worth watching to see what its dividend announcements say about management’s confidence. Net income has actually been on the, the result of a split in Arconic back in April 2020, makes advanced engineered products for the aerospace and transportation industries worldwide. Its products include jet engine components, aerospace fasteners, airframe structures, and forged aluminum wheels for commercial trucks. Essentially, Howmet makes things faster, cleaner, stronger, and/or more fuel-efficient. Like with Comfort Systems, Howmet’s current yield is microscopic, but it’s not for lack of effort. The company’s dividend has. The 10 cents it paid to start 2025 was double what it paid to start 2024, and it tacked on another 2 cents midyear.Howmet’s latest potential growth driver? In late December, it announced a $1.8 billion acquisition of Consolidated Aerospace Manufacturing—a maker of precision fasteners, fluid fittings, and other engineered products for aerospace and defense—fromThe company is expected to grow its bottom line by 37% for full-year 2025, then slow to a still-robust 20% EPS expansion in 2026. It’s difficult to tell how much of that will flow through in the form of higher dividends, but the track record is encouraging. We should find out one way or the other in late January.Brett Owens and Michael Foster are contrarian income investors who look for undervalued stocks/funds across the U.S. markets. 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Penske Automotive Group Inc Comfort Systems USA Inc Primerica Inc
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