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I am a mathematics professor and try not to let that get in the way of making intelligent investment decisions. I am currently constructing a dividend growth portfolio with the goal of creating an income stream that grows at or better than inflation.
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  • International Equities With 10+ Years Dividend Growth: UK Edition

    In this article, I share the results of a screen for companies in the United Kingdom that have grown their dividend each year for at least the past 10 years. I measure the dividend growth in local currency as opposed to United States dollars. There are 66 such companies, and I've sorted the results by market capitalization. After, I give a brief description of the 10 largest companies on the list.

    This list is not meant as advice to invest but as a source of potential research opportunities for investors who are interested in diversifying their dividend growth portfolios internationally and are potentially willing to trade on non-US exchanges. In the event that an ADR (American Depository Receipt) is available, I give the ticker. There is no withholding by the UK on dividends paid to US investors by UK-based companies.

    I view this list as a complement to David Fish's remarkable Dividends Champions, Challengers, and Contenders spreadsheet available at http://dripinvesting.org/Tools/Tools.asp. Where that list determines membership based on dividend growth in US dollars, this list focuses exclusively on growth in pounds. Thus, this list may include some names that were dropped off the Champions/Challengers/Contenders spreadsheet due to currency exchange issues or that may not have made it onto the spreadsheet yet because the US ADR offering is too new.

     

     

    Ticker

    SeekingAlpha Ticker Link

    Name

    Market Cap

    Price

    Dvd Yld

    1-year Div Growth

    3-year Div CAGR

    5-year Div CAGR

    P/E

    P/B

    DPS (Last full year)

    TTM E{S

    Payout Ratio

    BLT LN Equity

    (NYSE:BBL)

    BHP BILLITON PLC

    113,084,579,840

    1927.50

    3.86

    10.89

    10.94

    18.94

    16.16

    2.35

    1.12

    1.83

    61.4%

    VOD LN Equity

    (NASDAQ:VOD)

    VODAFONE GROUP

    94,003,167,232

    192.40

    5.02

    6.97

    7.00

    7.08

     

    1.38

    0.10

    -0.03

    -275.1%

    GSK LN Equity

    (NYSE:GSK)

    GLAXOSMITHKLINE

    80,964,255,744

    1644.50

    4.52

    5.71

    6.65

    6.90

    19.30

    10.77

    0.74

    0.86

    86.0%

    BATS LN Equity

    (NYSEMKT:BTI)

    BRIT AMER TOBACC

    70,803,693,568

    3684.50

    3.62

    6.64

    10.67

    15.28

    18.81

    10.11

    1.35

    1.98

    68.1%

    DGE LN Equity

    (NYSE:DEO)

    DIAGEO PLC

    50,064,625,664

    1993.50

    2.23

    7.67

    6.41

    5.87

    19.90

    8.01

    0.44

    1.01

    43.0%

    RB/ LN Equity

    (OTCPK:RBGLY)

    RECKITT BENCKISE

    33,184,309,248

    4625.00

    2.88

    7.20

    10.24

    21.77

    18.45

    5.78

    1.34

    2.53

    53.0%

    IMT LN Equity

    (OTCQX:ITYBY)

    IMPERIAL TOBACCO

    22,539,399,168

    2311.00

    4.71

    11.04

    13.08

    11.78

    46.92

    3.68

    1.06

    0.49

    216.0%

    CNA LN Equity

    (OTCPK:CPYYY)

    CENTRICA PLC

    19,609,774,080

    378.00

    4.34

    6.49

    8.60

    9.74

    15.35

    3.31

    0.16

    0.25

    66.7%

    ABF LN Equity

    (OTCPK:ASBFY)

    ASSOC BRIT FOODS

    15,722,648,576

    1986.00

    1.48

    15.15

    10.72

    7.88

    25.60

    2.57

    0.29

    0.78

    36.8%

    CPG LN Equity

    (OTCPK:CMPGY)

    COMPASS GROUP

    15,302,943,744

    840.00

    2.51

    10.36

    17.27

    14.53

    26.46

    4.88

    0.21

    0.32

    66.4%

    SSE LN Equity

    (OTCPK:SSEZY)

    SSE PLC

    15,198,056,448

    1576.00

    5.17

    6.80

    6.66

    7.80

    63.95

    2.89

    0.80

    0.25

    325.6%

    PSON LN Equity

    (NYSE:PSO)

    PEARSON PLC

    9,695,394,816

    1186.00

    3.75

    7.14

    8.22

    7.32

    34.12

    1.70

    0.45

    0.41

    111.1%

    ANTO LN Equity

    (OTCPK:ANFGY)

    ANTOFAGASTA PLC

    9,183,254,528

    931.50

    1.48

    5.00

    30.69

    19.53

    13.54

    1.96

    0.21

    1.05

    20.1%

    SN/ LN Equity

    (NYSE:SNN)

    SMITH & NEPHEW

    6,939,985,920

    765.50

    2.22

    50.00

    21.93

    17.01

    14.85

    2.70

    0.26

    0.79

    32.9%

    CPI LN Equity

    (OTCPK:CTAGY)

    CAPITA PLC

    6,002,253,824

    913.50

    2.57

    9.81

    11.83

    14.37

    24.70

    6.97

    0.24

    0.37

    63.4%

    ITRK LN Equity

    (OTCPK:IKTSY)

    INTERTEK GROUP

    5,390,822,912

    3342.00

    1.23

    21.66

    17.13

    17.88

    30.86

    8.53

    0.41

    1.08

    37.9%

    JMAT LN Equity

    (OTCPK:JMPLY)

    JOHNSON MATTHEY

    5,278,681,088

    2576.00

    2.16

    19.57

    14.01

    10.35

    17.28

    3.92

    0.55

    1.49

    37.0%

    WEIR LN Equity

    (OTCPK:WEIGY)

    WEIR GROUP PLC

    4,879,324,672

    2290.00

    1.61

    15.15

    21.92

    18.17

    16.01

    3.83

    0.38

    1.49

    25.6%

    AGK LN Equity

    (OTCPK:ARGKF)

    AGGREKO PLC

    4,723,268,096

    1756.00

    1.35

    15.01

    23.78

    24.26

    16.96

    4.50

    0.24

    1.04

    23.0%

    SGE LN Equity

    (OTCPK:SGPYY)

    SAGE GROUP

    4,061,310,720

    348.00

    2.96

    4.10

    10.95

    7.71

    106.35

    3.88

    0.10

    0.03

    306.6%

    BAB LN Equity

    (OTC:BCKIY)

    BABCOCK INTL GRP

    3,877,788,928

    1071.00

    2.17

    17.01

    16.37

    23.01

    22.71

    4.59

    0.23

    0.28

    81.8%

    CRDA LN Equity

    (OTCPK:COIHY)

    CRODA INTL.

    3,351,094,272

    2468.00

    2.40

    8.18

    40.35

    30.41

    19.04

    10.06

    0.60

    1.20

    49.5%

    AMEC LN Equity

    (OTCPK:AMCBY)

    AMEC PLC

    3,171,652,608

    1067.00

    3.42

    19.67

    27.26

    22.16

    15.91

    3.04

    0.37

    0.69

    53.2%

    SRP LN Equity

    (OTCPK:SECCY)

    SERCO GROUP

    3,097,086,464

    620.50

    1.62

    20.24

    17.33

    18.88

    12.52

    2.76

    0.10

    0.50

    20.2%

    WG/ LN Equity

    (OTCPK:WDGJF)

    WOOD GROUP (JOHN

    3,028,317,952

    811.50

    1.36

    25.93

    19.33

    19.39

    19.08

    2.09

    0.17

    0.71

    23.8%

    COB LN Equity

    (OTCPK:CBHMY)

    COBHAM PLC

    2,917,547,520

    270.50

    3.22

    10.00

    17.30

    14.34

    16.94

    2.99

    0.09

    0.16

    54.7%

    PNN LN Equity

    (OTCPK:PEGRY)

    PENNON GRP PLC

    2,478,458,624

    679.00

    4.07

    7.59

    8.08

    7.40

    13.80

    2.90

    0.27

    0.48

    55.0%

    DLN LN Equity

     

    DERWENT LONDON

    2,453,894,144

    2401.00

    1.39

    7.50

    7.66

    8.41

    10.88

    1.33

    0.34

    2.23

    15.1%

    SPX LN Equity

    (OTC:SPXSY)

    SPIRAX-SARCO ENG

    2,153,368,320

    2753.00

    1.91

    8.16

    13.64

    12.12

    24.04

    4.98

    0.53

    1.15

    45.9%

    HLMA LN Equity

    (OTCPK:HLMLY)

    HALMA PLC

    1,963,818,496

    520.00

    1.92

    7.03

    7.07

    6.28

    20.37

    4.88

    0.10

    0.26

    38.0%

    IAP LN Equity

    (OTCPK:IAPLY)

    ICAP PLC

    1,945,034,368

    301.00

    7.33

    10.28

    8.86

    12.32

    22.22

    1.77

    0.22

    0.13

    164.3%

    PZC LN Equity

    (OTCPK:PZCUY)

    PZ CUSSONS PLC

    1,682,745,600

    392.50

    1.76

    1.62

    8.42

    9.47

    47.89

    3.65

    0.07

    0.08

    82.7%

    AVV LN Equity

    (OTCPK:AVEVF)

    AVEVA GROUP PLC

    1,527,694,464

    2244.00

    0.96

    15.07

    30.88

    38.06

    36.63

    6.80

    0.21

    0.61

    34.2%

    BBY LN Equity

    (OTCQX:BAFYY)

    BALFOUR BEATTY

    1,469,628,416

    213.40

    6.54

    2.17

    5.52

    7.07

    33.17

    1.14

    0.14

    0.07

    216.9%

    VCT LN Equity

    (OTC:VTXPY)

    VICTREX PLC

    1,333,504,000

    1574.00

    2.36

    15.08

    24.86

    16.65

    18.45

    4.93

    0.37

    0.86

    43.6%

    HTG LN Equity

    (OTCPK:HNTIY)

    HUNTING PLC

    1,218,357,760

    826.00

    2.24

    23.33

    20.76

    17.51

    20.17

    1.51

    0.19

    0.88

    21.0%

    CLLN LN Equity

    (OTC:CIOIY)

    CARILLION PLC

    1,198,689,408

    278.60

    6.23

    2.07

    5.71

    9.40

    7.44

    1.19

    0.17

    0.37

    46.4%

    ULE LN Equity

    (OTCPK:UEHPY)

    ULTRA ELECTRONIC

    1,188,882,944

    1710.00

    2.34

    3.90

    8.63

    13.52

    18.70

    3.79

    0.40

    0.91

    43.7%

    FGP LN Equity

    (OTCPK:FGROY)

    FIRSTGROUP PLC

    1,040,917,760

    216.00

    10.95

    7.01

    8.07

    8.83

    8.28

    1.47

    0.24

    0.26

    90.7%

    MTO LN Equity

    (OTCPK:MITFY)

    MITIE GROUP

    1,009,606,208

    272.70

    3.60

    6.67

    11.63

    13.47

    14.33

    2.44

    0.10

    0.19

    50.5%

    GNS LN Equity

    (OTC:GENSF)

    GENUS PLC

    825,947,392

    1362.00

    1.11

    9.77

    9.89

    9.90

    21.20

    3.02

    0.15

    0.64

    22.7%

    DNO LN Equity

    (OTCPK:DMIPY)

    DOMINO PRINTING

    749,640,640

    670.00

    3.04

    10.03

    16.57

    15.89

    18.39

    3.56

    0.21

    0.37

    55.9%

    FDSA LN Equity

    (OTCPK:FDGRY)

    FIDESSA GROUP PL

    688,346,944

    1846.00

    1.98

    1.37

    7.23

    15.48

    22.61

    4.94

    0.37

    0.83

    44.8%

    RPC LN Equity

    (OTC:RPCGF)

    RPC GROUP PLC

    661,127,168

    398.00

    3.64

    25.22

    24.71

    16.51

    20.13

    2.51

    0.14

    0.20

    72.7%

    SYR LN Equity

     

    SYNERGY HEALTH P

    639,037,696

    1092.00

    1.75

    13.64

    17.77

    16.45

    23.54

    2.03

    0.18

    0.46

    38.8%

    IRV LN Equity

    (OTCPK:ISVJY)

    INTERSERVE PLC

    634,401,344

    492.80

    4.19

    7.89

    5.41

    4.82

    3.71

    1.91

    0.21

    1.32

    15.6%

    JHD LN Equity

    (OTC:JMHSF)

    JAMES HALSTEAD

    571,514,944

    276.50

    2.47

    11.89

    9.68

    14.15

    24.53

    5.82

    0.08

    0.11

    70.2%

    TED LN Equity

     

    TED BAKER PLC

    570,623,616

    1340.00

    1.96

    13.68

    15.80

    10.14

    26.34

    5.84

    0.27

    0.51

    51.9%

    CWK LN Equity

     

    CRANSWICK PLC

    519,244,576

    1070.00

    2.71

    3.64

    9.50

    9.49

    12.51

    2.02

    0.29

    0.85

    33.5%

    FSJ LN Equity

     

    FISHER (JAMES)

    480,244,096

    960.00

    1.84

    10.07

    9.17

    9.17

    12.05

    2.93

    0.18

    0.80

    22.2%

    FSTA LN Equity

    (OTC:FTUAF)

    FULLER SMITH & T

    446,242,816

    800.00

    1.62

    7.20

    8.66

    6.83

    16.94

    1.78

    0.13

    0.50

    25.3%

    GRG LN Equity

    (OTC:GGGSY)

    GREGGS PLC

    404,724,768

    400.10

    4.84

    1.04

    5.53

    6.84

    9.90

    1.80

    0.20

    0.41

    47.9%

    HILS LN Equity

     

    HILL & SMITH HLD

    347,562,272

    448.00

    3.40

    13.64

    9.25

    11.50

    13.02

    2.09

    0.15

    0.34

    44.4%

    MER LN Equity

    (OTC:MRGUY)

    MEARS GROUP PLC

    345,361,728

    351.00

    2.26

    6.67

    11.95

    14.85

    15.90

    1.92

    0.08

    0.22

    36.5%

    YNGN LN Equity

     

    YOUNG BREW-NV

    331,287,808

    580.00

    2.47

    5.05

    2.98

    8.31

    13.42

    0.85

    0.14

    0.43

    32.4%

    CKN LN Equity

     

    CLARKSON PLC

    303,755,040

    1600.00

    3.10

    2.00

    5.85

    4.97

    18.86

    2.48

    0.51

    0.87

    58.5%

    PHP LN Equity

    (OTCPK:PYHPY)

    PRIMARY HEALTH

    253,407,152

    333.00

    5.63

    2.74

    2.82

    5.43

    214.34

    1.41

    0.19

    0.02

    986.8%

    APF LN Equity

    (OTCPK:AAUKY)

    ANGLO PAC GROUP

    246,886,112

    225.25

    4.59

    4.62

    6.89

    6.77

    23.96

    0.81

    0.10

    0.09

    110.2%

    TFW LN Equity

    (OTC:THFWF)

    THORPE (F.W.)

    142,417,776

    1217.50

    1.92

    10.23

    6.19

    7.91

    18.39

    2.17

    0.19

    0.81

    23.9%

    FOUR LN Equity

    (OTCPK:FOREY)

    4IMPRINT GROUP

    135,863,808

    508.00

    3.04

    5.82

    6.62

    5.17

    23.85

    9.79

    0.15

    0.54

    28.8%

    LTC LN Equity

     

    LATCHWAYS PLC

    118,112,472

    1057.50

    3.19

    10.43

    11.76

    12.99

    18.43

    4.07

    0.33

    0.57

    57.1%

    PGH LN Equity

     

    PERSONAL GROUP

    114,997,320

    382.50

    4.62

    2.30

    2.35

    8.20

    19.09

    4.34

    0.18

    0.20

    88.1%

    JEL LN Equity

     

    JERSEY ELECTRICI

    88,090,000

    287.50

    3.83

    2.33

    4.10

    12.14

    22.91

    0.65

    0.11

    0.13

    87.6%

    ABM LN Equity

     

    ALBEMARLE & BOND

    74,969,400

    135.00

    9.57

    2.00

    13.36

    19.39

    5.68

    0.91

    0.13

    0.23

    54.3%

    SMJ LN Equity

     

    SMART & CO CNTRC

    39,220,160

    83.00

    3.45

    1.40

    1.54

    1.97

     

    0.45

    0.03

    -0.02

    -165.7%

    DWHT LN Equity

     

    DEWHURST PLC-ORD

    32,247,244

    495.00

    1.42

    4.93

    5.02

    5.38

    11.13

    1.95

    0.07

    0.44

    15.8%

    BHP BILLITON PLC

    BHP Billiton is a leading global resources company. It discovers, acquires, develops and markets natural resources. They are one of the largest global produces of commodities such as aluminum, coal, copper, iron ore, and others. BHP is headquartered in Australia. The corporation is dual-listed in Australia and the United Kingdom, and US-based investors can invest either through the Australian ADR ticker (NYSE:BHP) or through the UK ADR ticker BBL. Many US investors will invest through BBL as the UK does not withhold taxes on dividends.

    VODAFONE GROUP PLC

    Vodafone provides voice and data communications services for businesses and individuals in a number of companies. They have a presence in Europe, the Middle East, Africa, the Asia Pacific region, and the United States. A current hot topic is their 45% stake in Verizon Wireless. US investors can invest through the ADR ticker VOD.

    GLAXOSMITHKLINE

    Glaxosmithkline is one of the world's largest pharmaceutical companies. They offer a number of vaccines, prescription medicines, and over the counter medicines. They are responsible for Advair Diskus and Seretide, one of the largest selling asthma products in the US. Measured by 2009 drug sales, Glaxosmithkline is the world's fourth largest pharmaceutical company. US investors can invest through ADR ticker GSK.

    BRITISH AMERICAN TOBACCO PLC

    British American Tobacco is a tobacco company with global reach. Their brands include Dunhill, Kent, Lucky Strike, and Pall Mall. It is the world's second largest tobacco company by sales. US investors can invest through ADR ticker BTI.

    DIAGEO PLC

    Diageo operates in the premium spirits industry and offers fine spirits, wines, and beers. Brands include Johnnie Walker, Crown Royal, J&B, Smirnoff, Ketel One vodka, Baileys, Captain Morgan, and Guinness among others. They trade in over 180 markets and maintain offices in 80 countries. US investors can invest through ADR ticker DEO.

    RECKITT BENCKISER GROUP PLC

    Reckitt Benckiser is a global company with operations in household, health and personal care. It offers a large portfolio of brands including Airborne, Clearasil, and French's. They derive 38% of sales from their hygiene products, 22% from health products, and 21% from home products. Their brands are found in nearly 200 countries, and Reckitt has operations directly in 60 countries. US investors can invest through ADR ticker (OTCPK:RBGLY).

    IMPERIAL TOBACCO GROUP PLC

    Imperial Tobacco is an international tobacco company. Their brands are products are in over 160 countries. Brands include Davidoff, Gauloises Blondes, West, and JPS. They also product cut tobacco and rolling papers as well as cigars. They have a 50% interest in Habanos, the exclusive distributor of Cuban cigar brands Cohiba and Montecristo. US investors can invest through ADR ticker (OTCQX:ITYBY).

    CENTRICA PLC

    Centrica is an integrated energy company that strives to source, generate, process, store, trade, supply, service, and save energy. They operate business units British Gas, centrica energy, centrica storage, and Direct Energy. They operate primarily in the UK and North America. US investors can invest through ADR ticker (OTCPK:CPYYY).

    ASSOCIATED BRITISH FOODS PLC

    Associated British Foods is a diversified international food, ingredients, and retail group operating in 46 countries. They have five business segments: Sugar, Agriculture, Retail, Grocery, and Ingredients. Growth has primarily been through acquisition. US investors can invest through ADR ticker (OTCPK:ASBFY).

    COMPASS GROUP PLC

    Compass Group is a global leader in providing food and support services to customers in the workplace, schools, hospitals, and leisure locations. They employ over 500,000 people in around 50 countries and serve over 4 billion meals per year. Ninety of the Fortune 100 companies are clients. Two of their restaurants have Michelin stars. US investors can invest through ADR ticker (OTCPK:CMPGY).

    Disclosure: I am long VOD. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

    Additional disclosure: All data presented in this article was sourced from Bloomberg. The prices and market capitalizations given are as of the close of market on May 9, 2013.

    May 17 1:47 PM | Link | 6 Comments
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