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MPLX stock analysis + UNH stock + AVGO earnings + 5 Dividend Raises

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Hey, Zach here!

This week, I produced a ton of stock analysis content and more is on the way! Here are 3 stocks to look deeper into…

Today’s topics:

  1. 5 Dividend Raises You NEED To Know

  2. MPLX stock analysis

  3. UNH stock analysis

  4. AVGO earnings update

  5. My New Buys & Dividends Earned!

The Key Story

5 Dividend Raises You NEED To Know

Why it matters: Fresh signals of management confidence, sustainable payout ratios, and rare value spots—especially at UNH—make these names worth a closer look.

Here’s the full list of raises for the week:

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MPLX Stock Analysis

The Best Oil & Gas Stock in 2025 - MPLX Stock Analysis

  • Midstream > Upstream: Fee-based “toll-road” model shields cash flow even if crude keeps sliding.

  • Juicy & Growing Income: 7.4% yield, fresh 12.5 % raise; 10-yr dividend CAGR ≈ 9%.

  • Strategic Backbone: 63% owned by Marathon Petroleum — locked-in volumes and long-term contracts.

  • Natural-Gas Tailwind: Handles 10% of all U.S. gas; new Permian assets & $1.7B growth cap-ex aim to outpace oil.

  • Rock-Solid Financials: $4.9B FCF, flat net debt, 73% FCF payout + opportunistic unit buybacks.

  • Still Cheap: ~12× earnings; conservative DDM shows 30%+ upside.

  • My Move: Initiated a core position (8% yield-on-cost) — targeting double-digit total returns.

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UNH Stock Analysis

  • Down 50% in months: DOJ Medicare-fraud probe, surprise CEO exit & withdrawn guidance spooked Wall St.

  • Valuation reset: 12.7 × P/E, 13.6 × FCF — lowest multiples in a decade; dividend yield now 2.8% (all-time high).

  • Still a cash-flow machine: revenue / EPS compounds ≥ 12% over 10 yrs; payout ratio just 36% of FCF.

  • Dividend pedigree: 18.8% 10-yr CAGR, latest hike 11.7%.

  • Forward lens: EPS may dip -17% in 2025, but consensus expects double-digit growth by 2027-29 — putting today’s price near 7× future earnings.

  • Biggest wildcards: investigation fines, care-cost inflation, leadership uncertainty.

  • Zach’s take: Generational opportunity if legal overhang proves modest; risk-reward finally skews in favor of long-term dividend investors.

AVGO Earnings Update

  • Post-earnings dip: -5% on the day, yet still +30% past month; $1.2T market cap now ranks #8 globally.

  • AI networking drives growth: Q2 revenue +20% YoY to $15B; AI-chip sales hit $4.4B and are guided to $5.1 B (+60 % YoY) next quarter.

  • VMware boost masked fundamentals: 2024 revenue jump largely acquisition-driven; FCF per share barely budged.

  • Valuation stretch: ~30× FCF and higher P/E than Nvidia despite slower growth; dividend yield ≈ 1.4% with growth cooling to 13% 3-yr CAGR (vs. 31% 10-yr).

  • Zach’s stance: Locked in a 200% gain in 2024, switched to Visa, and still see better AI semiconductor plays today.

My Buys This Week & Dividends Earned

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– Zach
Founder, Dividend Data

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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