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The 2025 bull market rolls on: S&P 500 up 16.67% YTD and +37.2% off the April lows. Let’s dive into the latest big tech earnings, dividend raises, & I’ll give you full update on my dividend growth stock portfolio.

Today’s topics:

• My Dividend Portfolio Update

• My Buys/Sells

• Earnings This Week

• Microsoft, Google, MO stock analysis

• New Dividend Raises This Week

The Key Story

Dividend Investing in the 2025 Bull Market - $273k Dividend Investing Update

📺 Watch on YouTube

👂 Listen on Spotify

Secret Project (2:41)

• “Secret Project” for DividendData.com is weeks away; I’ll share a lot more when it drops. GET EXCITED!

Portfolio Snapshot (3:11)

• Portfolio value: ~$273,000; invested $163.4K; +67% total return.

• Top holdings: HESS Midstream (~$72K), Microsoft ($60.4K), Alphabet ($44.5K), Visa ($34K).

• Concentrated: ~75% in the top four positions.

Dividend Income Momentum (5:37)

• Projected annual dividends: $11,238; monthly avg $936.

• November set to be a record month: $1,924 (HESM ~$1,615; MPLX ~$39).

• DRIP on by default; compounding is accelerating from growth + reinvestment + new buys.

Buys & Sells (8:50)

• Bought: 457 shares HESM at $31.91 (cost $14,581, ~9.46% yield on cost), adding $1,380 to annual income.

• Sold/Rebalanced: MO 116 shares at $65.15 (~$7,500) and V 21 shares at $343 (~$7,200).

Microsoft Deep Dive (12:10)

• Revenue +18% to $77.7B; Cloud +26% to $49.1B; Azure +40%.

• FY outlook strong; capex stepping up to fund AI datacenters; dividend growth well-covered.

Alphabet (Google) Deep Dive (17:15)

• Services revenue +14% (Search + YouTube + subscriptions).

• Google Cloud +34% revenue; now profitable with expanding margins; massive AI-driven backlog; significant capex to scale.

• Initiated dividend; buybacks ongoing; fortress balance sheet.

Altria (MO) Update (22:32)

• Slow-growth, income play; needs a good entry price.

• EPS trending in line; 2025 guidance +3.5–5%; buybacks lifted to $2B through 2026; latest dividend +3.9%; forward yield ~7.5% at ~10x earnings.

*Not financial advice. Do your own research before investing.*

Earnings News

Earnings This Week

My top high yield dividend stock, HESM, reports earning on Monday. I’ll be listening to the earnings call via Earnings Hub.

P.S. Our official partner for Earnings news is Earnings Hub. Create an account so they know we sent you.

Dividend News

🚀 Dividend Raises This Week

• LDOS - Leidos raises dividend by 7.5% to $0.43

• ABBV - AbbVie raises dividend by 5.5%

• ROK - Rockwell Automation raises dividend by 5.3%

• MUSA - Murphy USA raises dividend by 18.9% to $0.63

• CGNX - Cognex raises dividend by 6.3% to $0.085

• CRAI - CRA International raises quarterly dividend by 16.3% to $0.57/share

• MPC - Marathon Petroleum raises quarterly dividend by 9.9% to $1.00/share

• MPLX - MPLX raises dividend by 12.5% to $1.0765

• ROL - Rollins raises quarterly dividend by 10.6% to $0.1825/share

• V - Visa raises quarterly dividend by 13.6% to $0.67

• DHI - D.R. Horton raises dividend by 12.5% to $0.45

• HESM - Hess Midstream Partners raises dividend by 2.4% to $0.7548

That’s it for this week’s update. If you want to follow along in real time, analyze these tickers, or track your own portfolio, jump into DividendData.com. You’ll also find our Discord community and my AI research assistant there. Hit reply and tell me what you’re buying—I may feature a few notes next week.

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

P.S. Questions or suggestions? Reply to this email—I'd love your feedback!

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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter