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Over 1,100 companies are reporting their third-quarter earnings next week – how do you know which ones to follow?

For income ideas, we ran a screen on next week’s reporting companies that are paying dividend yields above 1% and sustainable payout ratios below 50%. We then screened these stocks for those with impressive profitability, beating their industry peers on gross, operating, and pretax margins.

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 also 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.

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Do you think these stocks will report impressive earnings? Use this list as a starting-off point for your own analysis.

List sorted by difference between gross margin and industry.

1. Kellogg Company (K): Manufactures and markets ready-to-eat cereal and convenience food products primarily in North America, Europe, Latin America, and the Asia Pacific. Market cap of $19.83B. Dividend yield at 3.14%, payout ratio at 48.06%. Earnings to be released on 11/03. TTM gross margin at 45.34% vs. industry gross margin at 33.83%. TTM operating margin at 16.01% vs. industry operating margin at 12.34%. TTM pretax margin at 13.45% vs. industry pretax margin at 9.83%. The stock has gained 13.96% over the last year.

2. Cleco Corporation (CNL): Engages in the generation, transmission, distribution, and sale of electricity in Louisiana. Market cap of $2.23B. Dividend yield at 3.06%, payout ratio at 36.83%. Earnings to be released on 11/02. TTM gross margin at 36.56% vs. industry gross margin at 27.34%. TTM operating margin at 26.16% vs. industry operating margin at 18.82%. TTM pretax margin at 23.38% vs. industry pretax margin at 14.38%. The stock is a short squeeze candidate, with a short float at 6.3% (equivalent to 5.39 days of average volume). The stock has had a couple of great days, gaining 5.63% over the last week.

3. HCC Insurance Holdings Inc. (HCC): Provides property and casualty, surety, group life, accident, and health insurance coverage, as well as related agency and reinsurance brokerage services to commercial customers and individuals worldwide. Market cap of $3.32B. Dividend yield at 2.05%, payout ratio at 21.83%. Earnings to be released on 11/01. TTM gross margin at 20.27% vs. industry gross margin at 15.85%. TTM operating margin at 19.49% vs. industry operating margin at 12.72%. TTM pretax margin at 18.55% vs. industry pretax margin at 11.34%. The stock has had a couple of great days, gaining 10.38% over the last week.

4. Public Service Enterprise Group Inc. (PEG): Operates in the energy industry primarily in the northeastern and mid Atlantic United States. Market cap of $17.42B. Dividend yield at 3.98%, payout ratio at 42.80%. Earnings to be released on 11/01. TTM gross margin at 34.34% vs. industry gross margin at 27.35%. TTM operating margin at 26.0% vs. industry operating margin at 18.28%. TTM pretax margin at 23.53% vs. industry pretax margin at 13.51%. The stock has gained 7.8% over the last year.

5. Commercial National Financial Corp. (OTCQB:CNAF): Operates as a holding company for the Commercial Bank & Trust of PA that provides various commercial banking and trust services primarily in Pennsylvania. Market cap of $55.48M. Dividend yield at 5.36%, payout ratio at 44.82%. Earnings to be released on 11/02. TTM gross margin at 88.52% vs. industry gross margin at 72.10%. TTM operating margin at 50.19% vs. industry operating margin at 39.94%. TTM pretax margin at 32.54% vs. industry pretax margin at 23.17%. The stock has gained 20.95% over the last year.

6. AmTrust Financial Services, Inc. (AFSI): Operates as a multinational specialty property and casualty insurance company in the United States and internationally. Market cap of $1.52B. Dividend yield at 1.42%, payout ratio at 11.00%. Earnings to be released on 11/01. TTM gross margin at 19.23% vs. industry gross margin at 15.88%. TTM operating margin at 15.56% vs. industry operating margin at 12.73%. TTM pretax margin at 20.38% vs. industry pretax margin at 11.35%. Might be undervalued at current levels, with a PEG ratio at 0.72, and P/FCF ratio at 11.12. The stock is a short squeeze candidate, with a short float at 10.33% (equivalent to 9.9 days of average volume). The stock has had a couple of great days, gaining 9.94% over the last week.

7. Presidential Life Corp. (PLFE): Engages in the marketing and sale of various fixed annuity, life insurance, and accident and health insurance products in the United States. Market cap of $282.39M. Dividend yield at 2.75%, payout ratio at 19.67%. Earnings to be released on 10/31. TTM gross margin at 19.11% vs. industry gross margin at 15.85%. TTM operating margin at 19.06% vs. industry operating margin at 12.72%. TTM pretax margin at 19.50% vs. industry pretax margin at 11.34%. The stock has had a couple of great days, gaining 9.52% over the last week.

8. Calamos Asset Management Inc. (CLMS): Provides investment advisory services to individuals including high net worth individuals, and institutions. Market cap of $244.58M. Dividend yield at 3.26%, payout ratio at 31.29%. Earnings to be released on 11/03. TTM gross margin at 57.35% vs. industry gross margin at 47.82%. TTM operating margin at 41.10% vs. industry operating margin at 35.22%. TTM pretax margin at 45.62% vs. industry pretax margin at 33.56%. This is a risky stock that is significantly more volatile than the overall market (beta = 3.21). The stock has had a good month, gaining 20.06%.

9. IdaCorp, Inc. (IDA): Engages in the generation, transmission, distribution, sale, and purchase of electric energy in the United States. Market cap of $2.0B. Dividend yield at 2.97%, payout ratio at 42.94%. Earnings to be released on 11/03. TTM gross margin at 32.12% vs. industry gross margin at 27.42%. TTM operating margin at 20.67% vs. industry operating margin at 18.87%. TTM pretax margin at 14.95% vs. industry pretax margin at 14.42%. The stock has gained 13.38% over the last year.

10. NextEra Energy, Inc. (NEE): Engages in the generation, transmission, distribution, and sale of electric energy in the United States and Canada. Market cap of $23.56B. Dividend yield at 3.94%, payout ratio at 48.28%. Earnings to be released on 11/04. TTM gross margin at 31.11% vs. industry gross margin at 27.34%. TTM operating margin at 19.61% vs. industry operating margin at 18.82%. TTM pretax margin at 14.40% vs. industry pretax margin at 14.38%. The stock has gained 5.9% over the last year.

11. Entergy Corporation (ETR): Operates as an integrated energy company in the United States. Market cap of $12.25B. Dividend yield at 4.82%, payout ratio at 46.76%. Earnings to be released on 11/01. TTM gross margin at 31.07% vs. industry gross margin at 27.34%. TTM operating margin at 19.54% vs. industry operating margin at 18.82%. TTM pretax margin at 16.83% vs. industry pretax margin at 14.38%. The stock has lost 1.99% over the last year.

12. International Bancshares Corp. (IBOC): Provides commercial and retail banking services in south, central, and southeast Texas; and Oklahoma. Market cap of $1.26B. Dividend yield at 2.04%, payout ratio at 32.98%. Earnings to be released on 10/31. TTM gross margin at 80.98% vs. industry gross margin at 72.12%. TTM operating margin at 48.78% vs. industry operating margin at 39.92%. TTM pretax margin at 31.61% vs. industry pretax margin at 23.16%. The stock is a short squeeze candidate, with a short float at 8.9% (equivalent to 16.15 days of average volume). The stock has had a couple of great days, gaining 16.1% over the last week.

13. Protective Life Corp. (PL): Engages in the production, distribution, and administration of insurance and investment products in the United States. Market cap of $1.76B. Dividend yield at 3.49%, payout ratio at 16.05%. Earnings to be released on 11/02. TTM gross margin at 17.64% vs. industry gross margin at 15.85%. TTM operating margin at 17.64% vs. industry operating margin at 12.72%. TTM pretax margin at 14.32% vs. industry pretax margin at 11.34%. This is a risky stock that is significantly more volatile than the overall market (beta = 2.96). Might be undervalued at current levels, with a PEG ratio at 0.67, and P/FCF ratio at 3.14. The stock has had a couple of great days, gaining 16.31% over the last week.

14. Erie Indemnity Co. (ERIE): Provides sales, underwriting, and policy issuance services to the policyholders of Erie Insurance Exchange in the United States. Market cap of $3.86B. Dividend yield at 2.60%, payout ratio at 30.79%. Earnings to be released on 11/03. TTM gross margin at 16.94% vs. industry gross margin at 15.88%. TTM operating margin at 16.94% vs. industry operating margin at 12.73%. TTM pretax margin at 20.54% vs. industry pretax margin at 11.35%. The stock has had a couple of great days, gaining 7.04% over the last week.

15. Comcast Corporation (CMCSA): Provides entertainment, information, and communications products and services in the United States and internationally. Market cap of $67.82B. Dividend yield at 1.82%, payout ratio at 29.74%. Earnings to be released on 11/02. TTM gross margin at 44.98% vs. industry gross margin at 42.83%. TTM operating margin at 20.50% vs. industry operating margin at 16.53%. TTM pretax margin at 15.71% vs. industry pretax margin at 12.17%. The stock has had a couple of great days, gaining 5.34% over the last week.

16. El Paso Electric Co. (EE): Engages in the generation, transmission, and distribution of electricity primarily in west Texas and southern New Mexico. Market cap of $1.36B. Dividend yield at 2.71%, payout ratio at 9.62%. Earnings to be released on 11/02. TTM gross margin at 28.68% vs. industry gross margin at 27.42%. TTM operating margin at 19.36% vs. industry operating margin at 18.87%. TTM pretax margin at 16.27% vs. industry pretax margin at 14.42%. The stock is a short squeeze candidate, with a short float at 7.38% (equivalent to 5.86 days of average volume). The stock has gained 35.76% over the last year.

17. Credicorp Ltd. (BAP): Provides a range of financial products and services in Peru, Bolivia, and Panama. Market cap of $8.58B. Dividend yield at 1.81%, payout ratio at 21.36%. Earnings to be released on 11/03. TTM gross margin at 74.45% vs. industry gross margin at 72.10%. TTM operating margin at 48.46% vs. industry operating margin at 39.94%. TTM pretax margin at 31.21% vs. industry pretax margin at 23.17%. The stock has had a good month, gaining 20.37%.

*Profitability data sourced from Fidelity, all other data sourced from Finviz.

Source: 17 Dividend Stocks Releasing Earnings Next Week With Impressive Profitability