【High Dividend US Stocks to Watch in 2025】Five stocks with consecutive dividend increases and a strong yield of 4.5%! Both performance and stock prices are solid.

The market entered the December boom early, becoming the time to forecast the market for the following year.The U.S. stock market in 2025For the U.S. stock market in 2025, the tax cuts and deregulation promised by the next president, Mr. Trump,tailwindare likely. However, the specifics of the policies, the feasibility of implementation, and the timingThere may be a sense of opacity.There may be uncertainty surrounding the effects of tariffs and immigration policies on inflation, as well as the prospects for interest rate cuts by the Federal Reserve.

Considering the possibility of an unstable market development,In light of the fact that,the first installment of 'Highlighted US Stocks for 2025'including ByteDance, the parent company of TikTok, and OpenAI,High Dividend listDecided to focus on PE. Specifically,dividends yield,as well as,Health of dividendsやEarnings per share growth rateandthe balance between stock price fluctuations and price levels.Considering other factors such asTop 5 high-dividend stocksPicked up.

For information on the top 10 expected dividend yield stocks, please refer to the following
Top 10 expected dividend yield stocks are as followsExtraction based on conditions.Reached an all-time high last week.
(All based on Bloomberg data as of December 4th)

1）Among the constituents of major stock price indices,Market Cap> $30 billion
(Major stock indices include S&P 500, Dow Jones, Nasdaq 100)
2）Next year's estimated EPS growth rate.＞0％
(EPS is earnings per share, adjusted)
3）Deviation ratio from the average target price＞0％
(When the average target price exceeds the current stock price)
4）12-month forward dividend yield＞4.5％
(Taking into account the current US 10-year bond yield of about 4.2%)
5）Health of dividends＞-50
(The health of the dividend is calculated by Bloomberg based on the company's fundamentals data, as well as ratings agency ratings. A range of -50 to 50 indicates that the company may maintain its current dividend payout ratio, while above 50 indicates the ability to increase dividends).

The top 10 stocks with expected dividend yields extracted based on the above conditions are as follows.

Among these stocks, Some of the stocks have fallen by over 20% since the beginning of the year, and there are also stocks with high dividend yields where the significant decline in stock prices is a major factor (*). In 2024, the overall US stock market is expected to perform well.there may have been a decline in stock prices due to performance concerns or other factors.

Valuation(Stock price level) also needs to be confirmedWhen examining, there are some stocks whose expected PE (Price Earnings Ratio) exceeds the 5-year average even after the stock price has fallen. In other words, there are stocks with high dividend yields but lacking cheapness. Therefore,From the top 10 stocks with expected dividend yields、Balancing the year-to-date return rate and stock price level,Taking into account,Top 5 high-dividend stocksPicked up.

◇Strengthening the optical fiber networkIn order to do so, acquire Frontier Communications Pare (FYBR), a competitor in the same industry.In order to do so, acquire Frontier Communications Pare (FYBR).At the same time, it was pointed out that Frontier aims to have 10 million subscribers by 2026, with a total of 28 million subscribers expected at the time of acquisition completion (approximately 18 months from now). They also indicated that by 2028, it will grow to over 30 million, and then gradually reach 35 to 40 million subscribers.

◇Financial results for 7-9 months.isAdjusted EBITDA.recorded its highest ever. The management team is looking towards guidance for 2024.and progress towards the guidance.The mobile business has improved both total subscribers and cancellations compared to the same period last year, with mobile subscribers increasing to 0.239 million. The net additions for broadband reached 0.389 million.(EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortization)

◇Priority of capital allocationAs for the priority, the first isInvestment in the business (investment in network infrastructure), and the second ishas been declared. The management team,the continuation of dividendsstating that. The management team,has announced a dividend increase for the 18th consecutive year., and stated that dividends are extremely important for the company at Morgan Stanley's TMT conference on November 21.

◇Capital allocationRegarding capital allocation, the company plans to allocate approximately 50 billion dollars of financial strength between 2025 and 2027.DividendsOver 20 billion dollars,share buybackand plans to allocate about $20 billion to financial flexibility, indicating that it plans to return over $10 billion to shareholders over the next three years.

◇Fiscal year 2024ofAdjusted earnings per share forecastraised the range from the previous $2.15-$2.25 to $2.20-$2.25.Guidance until 2027.Assuming a macroeconomic environment with GDP growth rate in the low single digits and relatively restrained inflation, consolidated service revenue is expected toachieve single-digit growth per yearOver the next three years, cost savings can also be expected. In the long term, expanding the scale of optical fiber and withdrawing from the copper wire business, it is expected thatEBITDA marginis expected to reach around 40% similar to other industry peers.

◇The company side isFuture growth opportunitiesAs a growth opportunity, it is seen in the Premier Clients. Premier clients with assets of over 0.1 million dollars have deposit accounts with the company, but there are still many customers who have not yet traded. The plan is to expand Premier Banker coverage and aim to acquire trades from potential customers.

◇Increased dividends since 2011Continues to do so. It is expected that Mr. Trump, the next President, will be introduced.Regulatory easing on banks.It is expected that not only major banks, but also regional banks, will benefit. Recently, several analysts have raised the target price of the company's stock for that reason.

◇Performance for the July-September quarterIs,Operating cash flow per share (adjusted)was 0.57 dollars, a 4.9% increase from the previous year's 0.54 dollars, exceeding the market's expected 0.56 dollars. For the fiscal year 2024, operating cash flow per share (adjusted)GuidanceThe lower limit of the previous forecast of 2.24 dollars to 2.26 dollars has been slightly revised upwards to 2.25 dollars to 2.26 dollars.

◇Regarding the futurethe companyCasino gamingIt is considered to be a major driving force for continued growth.Las VegasWe also believe that the tailwinds surrounding gaming in Las Vegas continue to create investment opportunities for VICI.

◇Since its listing in 2018,Increased dividendsContinues to do so.The annual growth rate of dividend per shareHas achieved a growth rate of approximately 7% from the July-September quarter of 2018 to the most recent quarter ending in September 2024.

◇By industry sectorThe distribution is quite diversified, with a ratio of 10% for grocery supermarkets, 9.5% for convenience stores, 6.5% for dollar stores, 6.1% for home improvement stores, and 5.0% for drug stores (July-September 2024).Supported by a relatively high-quality real estate portfolio, it has been able to generate stable cash flow that exceeds the industry average.Supported by this, it has been able to generate stable cash flow that exceeds the industry average.

◇Performance for the July-September quarterisEarnings per share (EPS) after adjustmentIt was $1.05 per share, a 2.9% increase from the same period last year, but slightly below the market's expected $1.06. Regarding the guidance for EPS after adjustment for the fiscal year 2024, the company slightly raised the lower end from the previous range of $4.15-$4.21 to $4.17-$4.21.

◇The companyhas been increasing dividends for the past 30 consecutive years.Implemented consecutive dividend increases for the past 30 years, emphasizing that the average annual growth rate of dividends during that period was 4.3%.