Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message| ()  

If you like to follow the earnings roster, here are some names you might want to put on your watchlist.

Here we report 14 dividend stocks (paying dividend yields above 2%) that are seeing high dividend growth comparing the trailing-twelve-month dividend to the current year’s dividend estimate. These stocks are also reporting quarterly earnings in the month of July.

We also controlled for sustainable payout ratios below 35%.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.


We even created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.



Do you think these names will surprise the market? Use this list as a starting-off point for your own analysis.

List sorted by dividend yield.

1. OneBeacon Insurance Group, Ltd. (OB): Surety & Title Insurance Industry. Market cap of $1.26B. Earnings to be released on 7/25. Dividend yield at 6.27%, payout ratio at 11.91%. Current year dividend per share estimate at $1.53 vs. TTM dividend per share at $0.84. The stock has gained 24.91% over the last year.

2. International Paper Co. (IP): Paper & Paper Products Industry. Market cap of $13.04B. Earnings to be released on 7/25. Dividend yield at 3.52%, payout ratio at 22.47%. Current year dividend per share estimate at $0.94 vs. TTM dividend per share at $0.56. This is a risky stock that is significantly more volatile than the overall market (beta = 2.19). The stock has gained 33.3% over the last year.

3. Selective Insurance Group Inc. (SIGI): Property & Casualty Insurance Industry. Market cap of $878.91M. Earnings to be released on 7/27. Dividend yield at 3.20%, payout ratio at 33.77%. Current year dividend per share estimate at $0.62 vs. TTM dividend per share at $0.52. The stock has gained 14.18% over the last year.

4. Packaging Corp. of America (PKG): Packaging & Containers Industry. Market cap of $2.85B. Earnings to be released on 7/18. Dividend yield at 2.86%, payout ratio at 29.81%. Current year dividend per share estimate at $0.76 vs. TTM dividend per share at $0.65. The stock has gained 30.13% over the last year.

5. The Dow Chemical Company (DOW): Chemicals Diversified Industry. Market cap of $42.32B. Earnings to be released on 7/27. Dividend yield at 2.78%, payout ratio at 31.52%. Current year dividend per share estimate at $0.86 vs. TTM dividend per share at $0.60. This is a risky stock that is significantly more volatile than the overall market (beta = 2.23). The stock has gained 58.03% over the last year.

6. JPMorgan Chase & Co. (JPM): Money Center Banks Industry. Market cap of $162.68B. Earnings to be released on 7/14. Dividend yield at 2.44%, payout ratio at 9.36%. Current year dividend per share estimate at $0.99 vs. TTM dividend per share at $0.40. The stock has gained 14.36% over the last year.

7. PNC Financial Services Group Inc. (PNC):
Money Center Banks Industry. Market cap of $31.37B. Earnings to be released on 7/18. Dividend yield at 2.35%, payout ratio at 6.68%. Current year dividend per share estimate at $1.11 vs. TTM dividend per share at $0.40. The stock has had a couple of great days, gaining 5.15% over the last week.

8. Autoliv, Inc. (ALV):
Auto Parts Industry. Market cap of $6.96B. Earnings to be released on 7/21. Dividend yield at 2.29%, payout ratio at 14.52%. Current year dividend per share estimate at $1.77 vs. TTM dividend per share at $1.48. The stock has gained 68.31% over the last year.

9. Janus Capital Group, Inc. (JNS):
Asset Management Industry. Market cap of $1.76B. Earnings to be released on 7/18. Dividend yield at 2.12%, payout ratio at 4.44%. Current year dividend per share estimate at $0.17 vs. TTM dividend per share at $0.09. This is a risky stock that is significantly more volatile than the overall market (beta = 2.67). The stock has gained 5.36% over the last year.

10. Rent-A-Center Inc. (RCII): Rental & Leasing Services Industry. Market cap of $1.94B. Earnings to be released on 7/25. Dividend yield at 2.09%, payout ratio at 6.96%. Current year dividend per share estimate at $0.25 vs. TTM dividend per share at $0.18. The stock is a short squeeze candidate, with a short float at 8.09% (equivalent to 8.83 days of average volume). The stock has had a couple of great days, gaining 5.34% over the last week.

11. First Commonwealth Financial Corp. (FCF):
Regional Banks Industry. Market cap of $602.18M. Earnings to be released on 7/27. Dividend yield at 2.09%, payout ratio at 14.25%. Current year dividend per share estimate at $0.12 vs. TTM dividend per share at $0.06. The stock is a short squeeze candidate, with a short float at 6.06% (equivalent to 12.51 days of average volume). The stock has gained 11.67% over the last year.

12. Omnicom Group Inc. (OMC): Advertising Agencies Industry. Market cap of $13.54B. Earnings to be released on 7/18. Dividend yield at 2.08%, payout ratio at 28.90%. Current year dividend per share estimate at $0.99 vs. TTM dividend per share at $0.85. The stock has gained 43.21% over the last year.

13. The Bank of New York Mellon Corporation (BK): Asset Management Industry. Market cap of $31.81B. Earnings to be released on 7/18. Dividend yield at 2.03%, payout ratio at 16.99%. Current year dividend per share estimate at $0.50 vs. TTM dividend per share at $0.36. Might be undervalued at current levels, with a PEG ratio at 0.92, and P/FCF ratio at 12.77. The stock has gained 4.91% over the last year.

14. Newell Rubbermaid Inc. (NWL): Housewares & Accessories Industry. Market cap of $4.88B. Earnings to be released on 7/25. Dividend yield at 2.03%, payout ratio at 18.54%. Current year dividend per share estimate at $0.27 vs. TTM dividend per share at $0.20. The stock has gained 9.97% over the last year.

*Dividend data sourced from Screener.co, dividend yield and all other data sourced from Finviz.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: 14 High Dividend Growth Stocks Reporting Earnings This Month