In partnership with

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

• UnitedHealth (UNH) – 5.2% raise (smallest ever) after 50 % sell-off → yield ~3%; payout still conservative (FCF ≈ 36%).

• Donaldson (DCI) – 11.1% raise; payout ~30 %; dividend growth accelerating.

• EOG Resources (EOG) – 4.6% raise plus regular special dividends; base yield 3.6 %; net-cash balance sheet.

• Lowe’s (LOW) – 4.3% raise; yield 2.1 %; buybacks moderating as EPS set to rebound.

• Genpact (G) – 11.5% raise; ninth straight raise; payout ratio a lean 20%.

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.

➡️ Watch the full breakdown & charts

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

• G - Genpact raises quarterly dividend by 11.5% to $0.17/share

• UNH - UnitedHealth raises dividend by 5.2% to $2.21

• WKC - World Kinect raises quarterly dividend by 17.6% to $0.20/share

• ODC - Oil Dri raises quarterly dividend by 16.1% to $0.18/share

• ALV - Autoliv raises dividend by 21% to $0.85, approves $2.5B buyback

• EVV - Eaton Vance Limited Duration Income Fund raises monthly dividend by 0.4% to $0.0726/share

• EVG - Eaton Vance Short Duration Diversified Income Fund raises monthly dividend by 0.8% to $0.0737/share

• EPRT - Essential Properties raises quarterly dividend by 1.7% to $0.30/share

• CWCO - Consolidated Water raises dividend by 27.3% to $0.14

• NAT - Nordic American Tankers raises dividend by 16.7% to $0.07

👉 Get live news dividend increases, cuts, & declarations for free

P.S. Dividend News is brought to you by our partner Seeking Alpha.
Try Premium free for 7 days + $30 off

P.P.S. Get $50 Off Alpha Picks

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.

▶ Dive into the full analysis & valuation → Watch Video

Turn AI Hype Into Business Impact

AI is more than just using ChatGPT.

It’s about understanding how the technology works—and applying it in practical ways to solve real business problems.

The AI for Business & Finance Certificate Program from Wall Street Prep + Columbia Business School Exec Ed helps you move beyond the hype.

You’ll demystify today’s most important tools and learn just enough Python to streamline workflows, automate tasks, and make smarter decisions.

No coding experience needed—you’ll get step-by-step guidance from world-class faculty.

👉 Save $300 with code SAVE300 + $200 off for early enrollment before June 16.

Enroll Today & Save $300

UNH Stock Analysis

The END of UnitedHealth Stock?

• 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.

▶ See the full deep-dive & DCF valuation → Watch Video

AVGO Earnings Update

Broadcom sell-off, is the bull run over? - AVGO stock analysis 2025

• 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.

▶ Can AVGO still outperform? Watch the full breakdown

My Buys This Week & Dividends Earned

📅 Keep Investing. Stay informed.

– Zach
Founder, Dividend Data

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

Follow on YouTube | Listen on Spotify | Visit DividendData.com 

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