Smart Dividend Portfolio Edition #92: Income Assembly

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Dear Investor,

Welcome to the 92nd edition of TipRanks’ Smart Dividend Portfolio & Newsletter.

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Market-Moving News: Dec 22, 2025

U.S. stocks ended the week on a strong note, helped by gains in AI shares, a new pricing deal with drug companies, and a major win for Oracle. The Nasdaq 100 (NDX) rose 1.3%, the S&P 500 (SPX) added 0.88%, and the Dow Jones Industrial Average (DJIA) climbed 0.38%. The 10-year Treasury yield edged up to 4.15% while Bitcoin (BTC) gained 2.7% to $88,316. Gold (XAUUSD) settled just above $4,368, and oil (Oil – US Crude) rose to $56.51 per barrel. The market also saw a record options event on Friday. More than $7.1 trillion in notional contracts expired in a quarterly event known as “quadruple witching.” Traders pointed to this as a reason for higher volumes and more swings in the last trading hours of the week.

Technology shares helped lift the market after a shaky stretch. Oracle Corp. (ORCL) jumped over 6% after it signed a deal to co-lead TikTok’s U.S. operations through a new joint venture. The agreement also covers handling U.S. user data and security audits, which helped ease concerns about the app’s shutdown.

Nvidia (NVDA) also rose more than 4% after reports said the White House may allow sales of its H200 AI chips to approved companies in China. The news boosted confidence in the AI trade, which had recently cooled off.

Micron Technology (MU) extended its rally after giving a strong forecast, adding another 7% on top of its 10% gain from the day before. The chipmaker said it expects healthy demand for memory products tied to AI systems.

Meanwhile, AI-linked data center providers also bounced; CoreWeave (CRWV) , Nebius (NBIS) , Cipher Mining (CIFR) , and IREN (IREN) all rose sharply, with CoreWeave up over 20% for the day.

Nine major pharmaceutical companies, including Amgen (AMGN) , Merck (MRK) , GSK (GSK), and Sanofi (SNY) , signed a pricing deal with the White House. Under the agreement, they will offer select drugs at Most-Favored-Nation prices for Medicaid and list those prices on a new government portal called TrumpRx. In return, they will get a three-year pause on new tariffs and commit to $150 billion in U.S. investment.

Health insurers moved lower after President Trump said he would call a meeting to push them to reduce premiums. Shares of Humana (HUM) , UnitedHealth (UNH) , Cigna (CI) , and Elevance Health (ELV) all fell slightly following the comments.

The White House has made moves in other industries as well this week, as it issued an executive order to reclassify marijuana as a Schedule III drug. That would make it easier for cannabis firms to access banking services and lower their taxes. The AdvisorShares Pure U.S. Cannabis ETF( MSOS) rose on the news, despite a brief selloff driven by trading volatility.

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This Week’s Quality Dividend Stock Idea

Honeywell International (HON) is an integrated global operating company serving a wide range of industries and geographies, headquartered in Charlotte, North Carolina. Its portfolio is anchored by the Honeywell Accelerator operating system and the Honeywell Forge Internet of Things (IoT) platform, which support continuous improvement and data-driven decision-making. The company delivers technology and automation solutions across aerospace, building technologies, industrial, and process automation, helping improve safety, efficiency, security, and sustainability worldwide.

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Industrial Evolution

Honeywell International traces its origins to 1906, when Mark C. Honeywell founded Honeywell Heating Specialty Company and pioneered early automated temperature controls. Over the following decades, the company expanded through innovation and acquisitions, building capabilities in control systems, aerospace components, and industrial technologies. A pivotal milestone came in 1985, when Honeywell merged with Allied Chemical to form AlliedSignal, creating a more diversified industrial company with expanded exposure to aerospace systems, automotive technologies, and specialty chemicals. During the 1990s, AlliedSignal emphasized operational efficiency, portfolio streamlining, and disciplined capital allocation, driving margin improvement and earnings growth. In 1999, the company adopted the Honeywell name, reflecting the strength of its global brand.

In the 2000s and early 2010s, Honeywell further reshaped its portfolio toward higher-value, technology-driven businesses. Divestitures of lower-margin operations were paired with targeted acquisitions that strengthened aerospace systems, safety solutions, and process automation, while international expansion increased exposure to long-cycle growth markets. These actions improved capital efficiency and enhanced earnings resilience across economic cycles.

Portfolio transformation accelerated meaningfully from 2015 through 2025. Over this period, Honeywell completed more than 40 acquisitions, primarily across aerospace, automation, safety, and energy-related technologies, deploying more than $20 billion of capital into higher-growth, higher-margin platforms. At the same time, the company systematically exited non-core assets. In 2018, it spun off Garrett Advancing Motion and Resideo, reducing exposure to cyclical turbochargers and lower-margin residential products. In 2025, Honeywell continued this portfolio refinement by divesting its personal protective equipment business while retaining its higher-value gas detection operations.

More recently, Honeywell has focused acquisitions on expanding its capabilities in process industries, sustainability, and automation. In the second quarter of FY25, the company announced the acquisitions of Sundyne and Johnson Matthey’s Catalyst Technologies business, further strengthening its process automation and energy transition portfolio. In parallel, acquisitions completed since 2023, including CAES, Air Products’ LNG process technology business, Access Solutions, Civitanavi, and Sundyne, are performing ahead of internal expectations on growth, margins, and synergies. These transactions were generally completed at valuation multiples around 12x and are expected to contribute an incremental one to two percentage points of growth as they become fully organic in 2026.

Capital allocation remains disciplined. Looking ahead, Honeywell intends to focus future M&A on bolt-on opportunities, particularly within Industrial Automation and Honeywell Process Solutions, following the expected close of the Johnson Matthey Catalyst Technologies transaction in the first half of 2026. This approach reinforces Honeywell’s long-standing strategy of pairing portfolio simplification with targeted reinvestment in higher-return, technology-led businesses.

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Focus Unlocked

Honeywell’s restructuring represents a deliberate effort to simplify its conglomerate structure and unlock long-term shareholder value through sharper strategic focus and cleaner capital allocation. The transformation began with a comprehensive portfolio review in early 2024 under Chairman and CEO Vimal Kapur and gained urgency following pressure from activist investors, including Elliott Management. Management has since articulated a clear plan to separate Honeywell into three independent, U.S.-listed public companies, that is, Aerospace, Automation, and Advanced Materials, by 2026.

A major early milestone was the spin-off of Honeywell’s Advanced Materials business, branded as Solstice Advanced Materials. The tax-free separation was completed on October 29, ahead of the original early-2026 target, creating a standalone specialty chemicals and advanced materials company. Shareholders received one Solstice share for every  Honeywell share held. Management described Solstice as a higher-growth specialty materials platform whose independent structure enables clearer valuation.

Attention has now shifted to the planned separation of Aerospace and Automation, targeted for the second half of 2026. The Aerospace carve-out remains on track, with leadership appointments and headquarters decisions already in place. The board has emphasized building a management team with strong operating and capital markets experience to support Aerospace as a focused, pure-play aviation technology company.

Automation will remain Honeywell’s core business and undergo a significant realignment effective in the first quarter of 2026. The company will combine Universal Oil Products (UOP), currently part of its Energy and Sustainability Solutions business, with Honeywell Process Solutions to form a new Process Automation and Technology segment. Following the Aerospace spin-off, Honeywell will report three segments beginning in 2026: Building Automation, Process Automation and Technology, and Industrial Automation.

Portfolio refinement has continued alongside the break-up plan. In July 2025, Honeywell began evaluating strategic alternatives for its Productivity Solutions and Services and Warehouse and Workflow Solutions businesses, reinforcing its focus on higher-return core operations.

Importantly, Honeywell also addressed legacy balance-sheet risks to support its separation strategy. In June 2025, the company completed a liability management reorganization that isolated certain asbestos and environmental obligations into separate wholly owned entities. This enabled Honeywell to permanently exit its remaining asbestos exposure in September 2025. On September 29, the company divested all Bendix-related asbestos liabilities, along with certain non-Bendix asbestos liabilities, contributing $1.4 billion in cash and removing $1.5 billion of asbestos liabilities and $100 million of related insurance assets from its balance sheet. The transaction resulted in a pre-tax loss of $148 million recorded in the third quarter of 2025. In parallel, Honeywell terminated indemnification obligations related to the Resideo spin-off, with these actions together generating a combined net cash inflow of approximately $1.6 billion. These steps cleared the path for cleaner standalone entities.

Following these actions, Honeywell is positioned to emerge as a focused automation-led company. Management has been explicit that no further separations are planned within Automation, viewing scale as a competitive advantage in high-barrier markets requiring deep engineering expertise, regulatory certification, and long product cycles.

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Operational Backbone

Honeywell’s business model is built around providing mission-critical technologies, software, and services that are deeply embedded in customers’ operations across aerospace, industrial, building, and energy markets. The company generates revenue through a combination of original equipment sales, long-term service agreements, aftermarket parts, and software subscriptions, creating a diversified and resilient earnings profile. Its portfolio is aligned with themes such as automation, the future of aviation, and energy transition, which support sustained demand across economic cycles.

A significant portion of Honeywell’s revenue is driven by its large installed base, particularly in Aerospace Technologies, where flight systems, avionics, auxiliary power units, and engines generate recurring aftermarket sales tied to aircraft utilization and long product lifecycles. These aftermarket services and spare parts typically carry higher margins than original equipment and provide strong visibility into future cash flows. Defense and space programs further enhance stability through multi-year contracts and government-backed demand.

In Industrial Automation and Building Automation, Honeywell sells control systems, sensors, safety solutions, and integrated building technologies that are essential to customer operations. These businesses increasingly blend hardware with software and analytics through the Honeywell Forge platform, enabling customers to improve productivity, energy efficiency, and asset reliability. Software licenses, digital services, and lifecycle support deepen customer relationships and increase recurring revenue while lifting margins over time.

The Energy and Sustainability Solutions segment adds another long-cycle growth engine, supplying process technologies, catalysts, materials, and licensing solutions to refining, petrochemical, and emerging energy markets. Many of these offerings are tied to long-term customer investments and energy transition initiatives, supporting durable demand and steady cash generation. Licensing and technology-based revenues in this segment are typically asset-light and highly cash generative.

Operationally, Honeywell’s Accelerator operating system is a company-wide management framework that improves efficiency and innovation by integrating tools, processes, and best practices across product development, customer service, M&A integration, and financial execution. The focus on execution, combined with disciplined capital allocation and selective acquisitions, supports margin expansion and strong free cash flow conversion. The mix of long-term contracts, aftermarket exposure, software-enabled offerings, and essential infrastructure technologies positions Honeywell to generate consistent earnings and cash flows, even as end markets fluctuate, reinforcing the durability of its business model over the long term.

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Turning Point

Honeywell also highlighted progress at Quantinuum,1 its quantum computing joint venture, which raised capital at a $10 billion valuation, doubling its prior level. Management reiterated its intention to monetize its stake over time as commercialization accelerates.

Operationally, Honeywell described 2025 as a year marked by temporary pressures from tariffs, inflation, and product mix, but one in which execution steadily improved. Q3 was a standout quarter, with organic orders rising sharply year over year, while early fourth-quarter trends remained solid, with October strong and November tracking in line with expectations. Short-cycle trends improved sequentially in the third quarter and are expected to remain stable into the fourth.

Investment in innovation continues to rise, with higher R&D spending already translating into new orders and contract wins, including programs such as the Gulfstream G300.

Segment performance indicates that Honeywell has largely worked through near-term disruptions and is positioning for margin expansion. In Aerospace, full-year margins are running near 26%, supported by strong aftermarket demand. Aftermarket growth accelerated in the third quarter and is expected to normalize to high-single-digit growth in the fourth. Supply-chain conditions continue to improve, with inventory days reduced by roughly ten days in 2025, the first meaningful reduction in three years, while pricing benefits from OEM contract renewals are expected to begin contributing in the second half of 2026. Over the longer term, Aerospace targets margins approaching 29% by 2028-2029.

Energy and Sustainability Solutions presents a more mixed outlook. Fourth-quarter margins are expected to decline by roughly 3-4 percentage points year over year due to delayed catalyst shipments and seasonal swings, as strong second-quarter demand pulled volume forward. The impact from the Solstice spin-off is relatively minor. Petrochemical markets remain weak due to oversupply and macro softness, creating near-term pressure, but order trends are described as the strongest in a very long time, including large project wins such as Dangote in Nigeria. Given the long-cycle nature of the business, revenue conversion is weighted toward the second half of 2026. Cost restructuring is underway, with near-term pressure expected in early 2026 before margins stabilize and expand.

Building Automation continues to stand out as a core growth and margin engine. Margin pressure in the third quarter was driven by project-versus-product mix rather than demand weakness, with margins expected to expand sequentially and on a full-year basis, and further improvement anticipated in 2026. End-market demand remains robust across data centers tied to AI investment, hospitality, hospitals, and life sciences, with growth across the Middle East, Europe, and Asia. With organic growth of roughly 5%–7% and continued productivity gains, margins are viewed as having a clear runway toward approximately 30%.

Industrial Automation returned to modest organic growth in the third quarter, reversing prior declines, although the fourth quarter is expected to be down low-single digits due to difficult comparisons. Fourth-quarter margins are expected to be around 19%, representing sequential improvement. Management views the segment as being in a turnaround, supported by product reinvestment, refreshed leadership, and portfolio sharpening. Over time, pricing discipline, productivity improvements, and a richer product mix are expected to drive margins toward the mid-20% range, with expansion becoming more visible in 2026.

Overall, Honeywell expects to close 2025 with approximately 5% organic growth, driven by roughly 2% volume and 3% price. Pricing actions offset about 3% of tariff-related cost pressure during the year, with Aerospace expected to turn into a pricing tailwind in 2026 as long-term contracts reset at higher price levels, allowing price increases to flow more fully into revenue. Margins are expected to decline in 2025 as the company absorbs transition and restructuring costs, with margin expansion resuming from 2026 onward, consistent with Honeywell’s long-term framework of 4%–7% organic growth and 40–60 basis points of annual margin expansion.

While management characterized 2025 as uneven, the company exits the year with record backlog levels, cleaner operations, and a more focused portfolio. With temporary pressures easing and simplification largely complete, Honeywell believes it is positioned for stronger growth, expanding margins, and improved earnings power in 2026 and beyond.

1- Quantinuum is Honeywell’s quantum computing business, formed by combining Honeywell Quantum Solutions with Cambridge Quantum to create a full-stack platform spanning quantum hardware, software, and applications. It focuses on trapped-ion quantum computers and advanced quantum software for use cases such as optimization, materials science, and cybersecurity.

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Steady Ascent

Over the past five years, Honeywell has delivered steady revenue and earnings growth, with a CAGR of 4.1% and 6.3%, respectively. Revenue expansion has been led by Aerospace, complemented by ongoing portfolio optimization, while earnings growth has benefited from segment profit expansion, operational efficiency, capital returns, and margin recovery.

Honeywell reported a strong fiscal third quarter, exceeding guidance and extending its pattern of outperformance. Sales reached $10.4 billion, up 6% organically year over year, driven primarily by Aerospace and Building Automation, while Energy and Sustainability Solutions and Industrial Automation faced mixed conditions.

Orders grew 22% organically to $11.9 billion, with a book-to-bill2 ratio above 1x, pushing backlog to record levels and improving revenue visibility. Segment profit3 rose 5% to $2.4 billion, supporting a 9% increase in adjusted EPS to $2.82, which exceeded expectations due to strong operating leverage and a lower effective tax rate.

Segment performance was mixed. Aerospace Technologies delivered 12% organic growth, driven by strong aftermarket demand and continued Defense and Space strength, with original equipment sales returning to growth as production aligned with deliveries. Segment margin was 26.1%, down 160 basis points year over year due to inflation and CAES integration costs, but up 60 basis points sequentially on higher volumes and supply-chain improvements. Orders grew at a double-digit rate, with a 1.2x book-to-bill supporting further margin expansion into 2026.

Industrial Automation returned to 1% organic growth, led by sensing technologies, though warehouse automation demand remained uneven. Segment margin declined 150 basis points to 18.8%, with management expecting low-single-digit full-year sales declines and sequential margin improvement in Q4 as backlog converts.

Building Automation posted 7% organic growth across products and solutions, supported by strength in North America and steady growth in the Middle East and Europe. Margins expanded 80 basis points on volume leverage, with management guiding to continued mid- to high-single-digit growth and margin expansion through 2026.

Energy and Sustainability Solutions declined 2% organically due to delayed UOP licensing and catalyst shipments, partly offset by advanced materials and refrigerant demand. Segment margin held at 24.5%, while orders rose 9%, positioning the business for margin recovery in 2026.

Following this performance, Honeywell raised full-year 2025 guidance for the third time, incorporating the Solstice Advanced Materials spin-off while improving underlying expectations. At the midpoint, the company now expects nearly $41 billion in sales, around 6% organic growth, segment margins of 22.9%–23% with 30–40 basis points of expansion, and adjusted EPS of $10.65, driven by volume growth, productivity, and favorable tax dynamics.

The company expects fourth-quarter organic sales growth of 8%-10%, or 4%-6% excluding the prior year impact from the Bombardier agreement, translating to revenue of $10.2 billion at midpoint. Segment margin is projected at 22.5%-22.8%, up 160–190 basis points year over year, or down 120–90 basis points excluding Bombardier. Fourth-quarter EPS is expected to be $2.57 at the midpoint, representing 2%-6% growth year-over-year, or a 6%-3% decline when excluding the effects of Bombardier and Solstice.

2- For a company like Honeywell, the book-to-bill ratio compares new orders to revenue and indicates whether demand is growing, stable, or softening by showing if backlog is expanding or contracting. The book-to-bill ratio of above 1 indicates structural demand strength and multi-year growth visibility.

3- Honeywell defines segment profit as a non-GAAP measure representing operating income adjusted for specific exclusions to reflect core operational performance.

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Income Engine

Honeywell has a long track record of returning capital to shareholders, having paid dividends continuously since 1972 and increased its dividend for 16 consecutive years. Over the past decade, the company has grown its dividend at an annual rate of about 8.1%, while maintaining a payout ratio of roughly 46% based on adjusted earnings, reflecting a balanced approach between shareholder returns and reinvestment. At current levels, Honeywell offers a dividend yield of about 2.2%, well above the Industrial sector average of 1.24%.

In its most recent quarter, Honeywell paid a dividend of $1.19 per share, representing a 5.3% year-over-year increase. Capital allocation has remained active, with approximately $9 billion deployed year to date across share repurchases, acquisitions, dividends, and capital expenditures. In the third quarter alone, the company returned $800 million to shareholders, invested $400 million in capital expenditures, and completed two technology-focused tuck-in acquisitions. Balance-sheet actions, including liability divestitures, have further reduced risk and enhanced financial flexibility as Honeywell prepares for its planned separations.

This capital return profile is underpinned by strong profitability and cash generation. Honeywell’s ROE ranks in the top 5% of the industry, while ROA and ROIC sit within the top 10%, highlighting operational efficiency and disciplined capital deployment. Free cash flow is expected to increase from approximately $4.9 billion in FY24 to about $5.4 billion in FY25 after the Solstice Advanced Materials spin-off, representing close to 10% year-over-year growth. This improvement is primarily earnings-driven, with higher working capital and capital expenditures reflecting growth investments rather than deterioration in cash conversion. For income-focused investors, Honeywell’s free cash flow yield remains in the top 40% of the industry, reinforcing the sustainability of dividends and buybacks as growth initiatives convert into cash.

Supporting continued shareholder returns, Honeywell’s Board authorized up to $10 billion in share repurchases in April 2023. As of September 30, 2025, approximately $1.8 billion remained available under this authorization for future buybacks.

Despite these fundamentals, Honeywell’s shares have fallen about 7% over the past year, reflecting a broader slowdown across the industrials sector and investor unease around costs and execution risks tied to the planned split between its automation and aerospace businesses. That pullback has pushed the stock below its historical valuation benchmarks across several measures. On a non-GAAP basis, Honeywell now trades at more than a 17% discount to historical averages on both trailing and forward price-to-earnings ratios, about a 7% discount on forward EV/EBITDA, and more than a 10% discount on forward price-to-book and price-to-cash-flow multiples.

Relative to peers such as Johnson Controls, Rockwell Automation, and MSA Safety, Honeywell also screens toward the lower end of the valuation range on trailing and forward P/E and forward EV/EBITDA metrics. For investors, this suggests that much of the near-term uncertainty is already reflected in the share price, while the valuation offers limited downside from further multiple compression and meaningful leverage to improved execution, earnings visibility, or sentiment as the strategic realignment progresses.

Analysts remain constructive on Honeywell’s outlook, viewing the strategic realignment, including the Solstice spin-off, as a move that should sharpen focus on core businesses, improve operating efficiency, and support long-term shareholder value. This confidence is reinforced by record order growth, which points to healthy underlying demand and improved visibility into future revenue and operating stability.

Reflecting these factors, consensus estimates imply roughly 20% upside from current share levels, with the most bullish forecasts calling for gains of up to 35%. A discounted cash flow analysis aligns with this view, indicating that the stock may be trading at about a 20% discount to its estimated intrinsic value.

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Investing Takeaway

Honeywell stands out as a compelling income-oriented holding built on durability rather than yield chasing. The company’s dividend is supported by a deeply embedded, mission-critical business model that generates recurring cash flows from long-cycle aerospace programs, aftermarket services, software, and automation solutions. Ongoing portfolio simplification and balance-sheet cleanup have reduced legacy risks and improved financial flexibility, strengthening the foundation for consistent shareholder returns. Importantly, dividend growth is backed by disciplined capital allocation, strong free cash flow generation, and a payout approach that leaves room for reinvestment and resilience across cycles. While near-term restructuring has weighed on sentiment, Honeywell’s cleaner structure, improving execution, and visible cash generation position it to sustain and grow income over time. For investors seeking a combination of stability, growing payouts, and long-term earnings support, Honeywell offers an income stream designed to endure rather than fluctuate with short-term conditions.

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Dividend Investor Portfolio

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Portfolio News

Amgen (AMGN) announced a partnership with the U.S. government aimed at lowering the cost of medicines for American patients. The initiative aligns the company with ongoing federal pricing reform efforts and expands its direct-to-patient AmgenNow program, which provides select medications at reduced prices. Management positioned the move as part of a broader strategy to improve access and affordability while maintaining incentives for innovation. By working directly with policymakers and scaling its patient access platform, Amgen is seeking to balance pricing pressure with long-term demand and trust in its portfolio, a dynamic that remains closely watched by investors amid continued scrutiny of drug pricing.

Lockheed Martin (LMT) completed production of the initial F-16 Block 70 fighter fleets for Bulgaria and Slovakia, reinforcing NATO air capabilities and supporting its international defense sales momentum. Around the same time, Lockheed secured a major contract with the U.S. Space Development Agency to provide 18 Tranche 3 Tracking Layer satellites, a deal with a potential value in excess of $1 billion that deepens its role in missile-tracking and space-based defense networks.

PepsiCo (PEP) announced a broad organizational reshuffle, repositioning senior executives to accelerate growth and sharpen commercial execution globally. Steven Williams will move into a new role as Global Chief Commercial Officer and Vice Chairman, focusing on unifying the global selling organization and enhancing strategic priorities, while Ram Krishnan will take over leadership of PepsiCo North America to drive integration of Foods and Beverages operations and strengthen go‑to‑market performance.

At the same time, PepsiCo was named in a class‑action lawsuit alleging price‑fixing with Walmart, claiming that preferential pricing arrangements allegedly raised costs for consumers and other retailers. PepsiCo has not publicly responded to the complaint, leaving a regulatory overhang that investors are watching closely as the case progresses.

The ex-dividend date of Philip Morris (PM) is December 26, with a payment date of January 13, 2026.

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Recent Trades

We have decided to add Honeywell to our Dividend portfolio, and it feels like a timely way to refresh and strengthen the portfolio heading into the new year. The stock complements existing income holdings by adding exposure to high-quality industrial and automation end markets, while benefiting from a corporate transformation that is simplifying operations and sharpening strategic focus. Recent restructuring and portfolio actions have positioned the company for cleaner execution and clearer earnings visibility, which is particularly valuable for income investors prioritizing stability. As the portfolio enters a new phase, Honeywell brings balance by pairing dependable income with the potential for gradual improvement as restructuring progresses, making it a practical addition for investors seeking to reinforce income consistency without sacrificing long-term upside.

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Portfolio Attributes

Dividend Portfolio Yield
Expected Dividend Growth Expected Annual Income
4.12% +6.02% $6,167.82
Yield-on-Cost Adjusted, Weighted
 Average Analyst 12-Month Growth Outlook 10K Per Stock at the Time of Purchase

Current Portfolio

 

 

Name EX-Dividend Date Payment Date Yield on Cost  Annual DPS 
Automatic Data Processing (ADP) Mar 17, 2026 Apr 02, 2026 2.46% $6.80
Amgen (AMGN) Feb 17, 2026 Mar 10, 2026 3.27% $9.52
BlackRock (BLK) Mar 09, 2026 Mar 24, 2026 2.61% $20.84
Bank of Nova Scotia (BNS) Jan 07, 2026 Jan 29, 2026 5.98% $3.21
EOG Resources (EOG) Jan 16, 2026 Jan 30, 2026 3.06% $4.08
ExxonMobil (XOM) Feb 12, 2026 Mar 10, 2026 3.64% $4.12
Honeywell International (HON) Mar 03, 2026 Mar 17, 2026 2.39% $4.76
IBM (IBM) Feb 10, 2026 Mar 10, 2026 3.14% $6.72
JPMorgan Chase (JPM) Jan 06, 2026 Jan 29, 2026 3.43% $6.00
Kroger (KR) Feb  17, 2026 Mar 03, 2026 3.08% $1.40
Lockheed Martin (LMT) Mar 03, 2026 Mar 30, 2026 2.85% $13.80
PepsiCo (PEP) Mar 10, 2026 Mar 31, 2026 3.8% $5.69
Philip Morris (PM) Mar 24, 2026 Apr 14, 2026 6.06% $5.88
Qualcomm (QCOM) Mar 05, 2026 Mar 26, 2026 2.36% $3.56
VICI Properties (VICI) Mar 27, 2026 Apr 07, 2026 5.22% $1.8
Verizon (VZ) Jan 12, 2026 Feb 03, 2026 6.09% $2.76

 

NameEX-Dividend DatePayment DateYield on Cost Annual DPS

 

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Click here for more stock market analysis from TipRanks Macro & Markets research analyst Yulia Vaiman


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Disclaimer

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