My Biggest Buy of 2025

October 06, 2025

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Hey, Zach here!

I just had a big week and major changes were made to my long-term dividend growth stock portfolio. I bought a ton of my top high yield dividend stock, HESM. I’ll cover this below and do a full deep dive in my upcoming monthly portfolio update video.

Also, I’ve been hard at work on my biggest product update for Dividend Data ever! I’ll share some news about when you can expect the release codenamed: Secret Project 1.

Today’s topics:

  1. Secret Project Update

  2. My Biggest Stock Buy of 2025

  3. Dividend Raises This Week

My Biggest Product Release Ever
(Coming Soon!)

I’ve been burning the midnight oil and have made massive progress. Expect a release in late October.

No Spoilers! But, get excited. A few weeks away.

The Key Story

My Biggest Buy of 2025

This week, I bought 767 shares of HESM. I funded a large chunk of this purchase by selling some of my other holdings in a major rebalancing.

In my upcoming portfolio update video, I’ll give a full breakdown of these moves and the logic behind my decisions.

Today, I’ll share a quick look at why I’m buying HESM.

Dividend Snapshot:

Annual Dividend (FWD): $2.95

Dividend Yield: 8.57%

EPS Payout Ratio: 105.47%

FCF Payout Ratio: 37.10%

Dividend Frequency: Quarterly

Next Payment Date: 2025-08-14

Dividend Growth Summary:

One Year CAGR: +10.38%

Three Year CAGR: +9.86%

Five Year CAGR: +11.05%

Dividend History:

My Analysis:

The following is a conversation of our discord community for members of DividendData.com

Question: Will the company be able to maintain the dividend growth? With less cash we might even get a dividend cut for a year or 2?

My Answer: They already confirmed the same guidance for dividend growth. Continued share buybacks too. Free cash flow may even be higher now. Capex dropping because they suspended an upcoming project called the CAPA gas plant. Business is very well protected to downside with Minimum volume commitments and inflation escalators on rates. EBITA will be flat in 2026. EBITA Growth in 2027. Growth driven by continued increases in natural gas volume. I see growth in that segment continuing well beyond 2027 even with 3 rigs.

Learn More:

Want my thoughts on the Rig cut news that sent the stock price down. I break it down in this video: https://youtu.be/c8BEinaVu-Y

Here’s all my buys from the Week:

7 Actionable Ways to Achieve a Comfortable Retirement

Your dream retirement isn’t going to fund itself—that’s what your portfolio is for.

When generating income for a comfortable retirement, there are countless options to weigh. Muni bonds, dividends, REITs, Master Limited Partnerships—each comes with risk and oppor-tunity.

The Definitive Guide to Retirement Income from Fisher investments shows you ways you can position your portfolio to help you maintain or improve your lifestyle in retirement.

It also highlights common mistakes, such as tax mistakes, that can make a substantial differ-ence as you plan your well-deserved future.

Dividend News

🚀 Dividend Raises This Week

Here are some dividend increases from reliable growers and household names like Starbucks:

  • $RPM - RPM raises dividend by 6% to $0.54.

  • $SBUX - Starbucks raises quarterly dividend by 1.6% to $0.62/share.

  • $OZK - Bank OZK raises quarterly dividend by 2.3% to $0.45/share.

  • $AMNF - Armanino Foods of Distinction raises dividend by 25%.

Want to research these stocks and get updated news on your stocks? Well, join DividendData.com.

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📅 Keep Investing. Stay informed.

– 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.