Seeking Alpha
Newsletter provider, fund holdings, insider ownership
Profile| Send Message|
( followers)  

Recently, we provide you a list of large-cap US stocks with high dividend yields and a dividend boost in the past 12 months. A recent boost in dividends can be an important criterion for some investors as it may suggest further increases in dividend yields down the road. We like dividend stocks and believe that they will outperform the 10-year treasuries over the next 10 years.

Below, we compiled another list of 12 large-cap US stocks with high dividend yields and a dividend growth in the past 12 months. The market data are sourced from Fidelity. All companies in this list didn't cut their dividends in any single year since 2006. These stocks have market capitalizations above $4 billion, 12-month dividend yield of at least 3%, and 1-year dividend growth of at least 5%.

Dividend Yield

1-Year Div. Growth

52-Week Return

Healthcare REIT Inc.

HCN

5.33%

5.15%

29.50%

Nationwide Health Properties Inc.

NHP

4.55%

6.67%

20.08%

Ventas Inc.

VTR

4.21%

7.48%

13.41%

Digital Realty Trust

DLR

3.99%

41.67%

6.82%

Lockheed Martin Corp.

LMT

3.79%

19.05%

5.50%

Waste Management Inc.

WM

3.70%

7.94%

18.73%

Raytheon Co.

RTN

3.59%

14.67%

-1.73%

Genuine Parts Co.

GPC

3.45%

9.76%

34.06%

Rayonier Inc.

RYN

3.36%

8.00%

43.77%

Public Storage

PSA

3.03%

18.75%

22.58%

Northorp Grumman Corp.

NOC

3.01%

6.38%

28.82%

Mc Donald's Corp.

MCD

3.00%

10.91%

25.27%

AVERAGE

13.04%

20.57%

The above list contains a number of large-cap stocks from financial, services and industrial goods sectors. Since 2006, these 12 large-cap U.S. stocks didn't diminish their dividend payouts in any single year and they increased their dividend payouts by more than 5% in the past 12-months. In the last 52-week period, the average return of these 12 large-cap stocks was 20.57%, whereas the average 1-year dividend growth of these 12 stocks is 13.04%. Only one stock in this group – RTN– had a negative return in the past 12 months, whereas all other stocks except two – DLR and LMT– provided double digit returns in the same period.

Here are the 12 large-cap US stocks with a dividend boost in the past 12 months:

1. Healthcare REIT Inc.: Healthcare REIT Inc. is a real-estate investment trust investing in healthcare properties. HCN has a 5.33% dividend yield and returned 29.50% during the past 12 months. HCN raised its dividend per share twice, from 68 cents to 71.5 cents, in the past 12 months. The stock has a 1-Year dividend growth of 5.15%. HCN has a market cap of $9.24B. Jacop Gottlieb's Visium holds more than $100M of HCN. Brian Jackelow and Steven Cohen also had large HCN positions (See Steven Cohen's favorite stock picks).

2. Nationwide Health Properties Inc.: Nationwide Health Properties Inc is a real-estate investment trust investing in senior housing, long-term care and healthcare properties. NHP has a 4.55% dividend yield and returned 20.08% during the past 12 months. NHP raised its dividend per share a few times, from 45 cents to 48 cents, in the past 12 months. The stock has a 1-Year dividend growth of 6.67%. NHP has a market cap of $5.26B and P/E Ratio of 35.82. D.E. Shaw had $90 Million in NHP at the end of March 2011.

3. Ventas Inc: Ventas Inc. is a real-estate investment trust investing primarily in healthcare properties in the United States and Canada. VTR has a 4.21% dividend yield and returned 13.41% during the past 12 months. VTR raised its dividend per share from 53.5 cents to 57.5 cents this year, having a 1-Year dividend growth of 7.48%. VTR has a market cap of $9.92B and P/E Ratio of 38.79. D.E. Shaw, Israel Englander, Phill Gross and Jim Simons hold the largest VTR positions among 300+ funds we are tracking.

4. Digital Realty Trust: Digital Realty Trust is a real-estate investment trust investing primarily in technology-related real estate. DLR has a 3.99% dividend yield and returned 6.82% during the past 12 months. DLR paid 68 cents of dividend per share in the second quarter of this year; a 41.67% increase from 48 cents of dividend per share in the same quarter of last year. DLR has a market cap of $5.87B and P/E Ratio of 73.95. Joe Dimenna's Zweig Dimenna Partners is among DLR investors.

5. Lockheed Martin Corp.: Lockheed Martin Corp. is a large US company operating in aerospace, defense, security and advanced technology industries worldwide. LMT has a 3.79% dividend yield and returned 5.50% during the past 12 months. LMT paid 75 cents of dividend per share in the second quarter of this year; a 19.05% increase from 63 cents of dividend per share in the same quarter of last year. LMT has a market cap of $27.51B and P/E Ratio of 10.80. Both Jean-Marie Eveillard's First Eagle and John Shapiro's Chieftain Capital hold more than $200 Million of LMT. Ron Gutfleish and Michael Karsch are also among prominent LMT investors.

6. Waste Management Inc.: Waste Management Inc. is an environmental services company providing waste management and comprehensive waste removal. WM has a 3.70% dividend yield and returned 18.73% during the past 12 months. WM raised its dividend per share from 31.5 cents to 34 cents this year, having a 1-Year dividend growth of 7.94%. WM has a market cap of $17.45B and P/E Ratio of 18.40. Boykin Curry's Eagle Capital had more than $200 Million in WM at the end of March 2011.

7. Raytheon Co.: Raytheon Co. is a US defence contractor and military equipment manufacturer operating worldwide. RTN has a 3.59% dividend yield but lost 1.73% during the past 12 months. RTN raised its dividend per share from 37.5 cents to 43 cents this year, having a 1-Year dividend growth of 14.67%. RTN has a market cap of $17.07B and P/E Ratio of 10.20. Alex Roepers' Atlantic Investment has the largest RTN position among the funds we are tracking, holding more than $100M of the stock. Ric Dillon, Steven Richman and Cliff Asness are also among RTN investors.

8. Genuine Parts Co.: Genuine Parts Co. is a U.S. company providing automotive and industrial replacement parts in U.S., Canada and Mexico. GPC has a 3.45% dividend yield and returned 34.06% during the past 12 months. GPC raised its dividend per share from 41 cents to 45 cents this year, having a 1-Year dividend growth of 9.76%. GPC has a market cap of $8.21B and P/E Ratio of 16.52. Phill Gross' Adage Capital and Ray Dalio's Bridgewater Associates are among GPC investors. Ray Dalio returned 45% in 2011 and he is up more than 10% so far in 2011 (Check out Ray Dalio's top stock picks).

9. Rayonier Inc.: Rayonier Inc. is a real-estate investment trust operating in both real-estate and timberland management industries. RYN has a 3.36% dividend yield and returned 43.77% during the past 12 months. RYN raised its dividend per share from 50 cents to 54 cents last year, having a 1-Year dividend growth of 8.00%. RYN has a market cap of $5.11B and P/E Ratio of 23.60. Jean-Marie Eveillard's First Eagle holds more than $150 Million of RYN.

10. Public Storage: Public Storage is a real estate investment trust specializing in self-storage properties. PSA has a 3.03% dividend yield and returned 22.58% during the past 12 months. PSA boosted its dividend per share from 80 cents to 95 cents this year, having a 1-Year dividend growth of 18.75%. PSA has a market cap of $18.89B and P/E Ratio of 37.41. Ken Heebner's Capital Growth Management holds the largest PSA position among the 300+funds we track (See Ken Heebner's favorite stock picks).

11. Northorp Grumman Corp.: Northorp Grumman Corp. is a global US company operating in aerospace, defense technology and electronics industries. NOC has a 3.01% dividend yield and returned 28.82% during the past 12 months. NOC raised its dividend per share from 47 cents to 50 cents this year. The stock has a 1-Year dividend growth of 6.38%. NOC has a market cap of $18.39B and P/E Ratio of 9.59. Jean-Marie Eveillard's First Eagle holds the largest NOC position among the 300+funds we track. Ron Gutfleish and Cliff Asness are also among prominent NOC investors.

12. Mc Donald's Corp.: McDonalds Corp. is a large fast-food restaurant chain operating worldwide. MCD has a 3.00% dividend yield and returned 25.27% during the past 12 months. MCD paid 61 cents of dividend per share in the second quarter of this year; a 10.91% increase from 55 cents of dividend per share in the same quarter of last year. MCD has a market cap of $84.92B and P/E Ratio of 17.30. Peter J. Eichler, James Crichton, and Jim Simons had more than $100 Million in MCD at the end of March 2011 (See Jim Simons' other top holdings).

Source: 12 Dividend Boosters for Dividend Lovers