BREAKING: MARKET DOWN OVER 500 POINTS

(Safety Could Be The Move...Dividends? Gold?)

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Dividend Accelerators
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Breaking Through: Five Dividend Champions Poised for Growth

Financial growth and dividend acceleration

Energy recovery, hospitality rebounds, and financial services expansion drive exceptional dividend acceleration opportunities

Editor's Note:

This week's Dividend Accelerators span energy recovery (NOV), hospitality rebounds (Wyndham), financial services expansion (Victory Capital, Cadence Bank), and retail strength (DICK'S Sporting Goods) - offering compelling opportunities across multiple sectors.

Key Themes: All featured companies have ex-dividend dates within the next week, Buy or Strong Buy ratings, sustainable payout ratios below 70%, and price appreciation potential of 11.9% to 42.0%. One of our partners just released a presentation our dividend readers will find interesting. It's a Must-Watch!

Trusted Partner Presentation

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ITA Block 2 - Stock 1 (NOV)
1
NOV Inc. (NOV)
$12.28 Price Target: $17.44 Buy (17 analysts)
Company Overview
NOV Inc. is a leading provider of technology, equipment, and services to the global oil and gas industry. The company operates through three business segments: Wellbore Technologies, Completion & Production Solutions, and Rig Technologies. With exceptional dividend growth of 126.67% and significant price upside potential of 42%, NOV represents a compelling turnaround story in the energy sector as oil prices stabilize and drilling activity recovers. Recent news of a supplemental cash dividend of 21c per share demonstrates management's confidence in returning capital to shareholders.
Dividend Strengths
  • Exceptional 126.67% dividend growth demonstrates commitment to shareholder returns
  • Strong 42% price target upside potential with analyst consensus of $17.44
  • Conservative 34.09% payout ratio provides sustainability and room for growth
  • Supplemental cash dividend of 21c per share announced in May 2025
  • Energy sector recovery positioning NOV for increased drilling activity
  • Strong balance sheet management with improved operational efficiency
Risk Factors
  • Cyclical energy sector exposure to commodity price volatility
  • Recent 28.94% decline in year-over-year stock performance
  • Economic sensitivity to global oil demand fluctuations
  • Capital-intensive business model requiring ongoing investment
Dividend Information
Ex-Dividend Date June 13, 2025
Payment Date June 27, 2025
Quarterly Dividend $0.08
Dividend Growth 126.67%
Key Dividend Metrics
Dividend Yield
4.15%
Annual Dividend
$0.51
Payout Ratio
34.09%
P/E Ratio
8.24
Past performance does not guarantee future results. This analysis is based on current market data and analyst projections as of June 5, 2025.
×

Research Sources

  • Top 5 Dividend Accelerators - Stock Profiles
    Comprehensive analysis of dividend growth companies across multiple sectors including detailed financial metrics, analyst ratings, and investment thesis for NOV, WH, VCTR, DKS, and CADE.
  • Company Financial Reports Q1 2025
    Latest quarterly earnings reports and financial statements from featured companies providing current dividend declarations, payout ratios, and operational performance metrics.
  • Market Data & Analyst Consensus
    Real-time market pricing, analyst price targets, and investment recommendations compiled from leading financial institutions and research providers as of June 5, 2025.
  • Sector Analysis Reports
    Industry-specific research covering energy sector recovery, hospitality resilience, asset management trends, retail transformation, and regional banking performance metrics.
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ITA Block 3 - Stocks 2 and 3
2
Wyndham Hotels & Resorts (WH)
$81.66 Price Target: $108.07 Strong Buy (11 analysts)
Company Overview
Wyndham Hotels & Resorts is the world's largest hotel franchisor by property count, operating approximately 9,300 hotels across 95+ countries. The company recently increased its quarterly dividend by 8% to $0.41 per share, demonstrating strong cash flow generation and commitment to shareholder returns. With 32.3% upside potential and solid fundamentals in the recovering hospitality sector, Wyndham represents compelling value for dividend investors. Recent Q1 2025 results showed record room openings despite some RevPAR guidance reduction.
Dividend Strengths
  • Recent 8% dividend increase to $0.41 quarterly demonstrates confidence
  • Strong 32.3% price target upside with Strong Buy rating
  • Asset-light franchise model generates strong cash flows
  • Global diversification with 9,300+ properties worldwide
  • Strong balance sheet with $109M returned to shareholders in Q1
  • Record development pipeline of 254,000 rooms
Risk Factors
  • Revised 2025 RevPAR growth expectations lower due to softer demand
  • Hospitality sector exposure to economic cycles and travel demand
  • Competition from alternative accommodation platforms
  • Dependency on franchisee performance and fee payments
Dividend Information
Ex-Dividend Date June 13, 2025
Payment Date June 30, 2025
Quarterly Dividend $0.41
Dividend Growth 8.22%
Key Dividend Metrics
Dividend Yield
2.01%
Annual Dividend
$1.64
Payout Ratio
38.83%
P/E Ratio
19.4
Past performance does not guarantee future results. This analysis is based on current market data and analyst projections as of June 5, 2025.
3
Victory Capital Holdings (VCTR)
$63.25 Price Target: $70.80 Buy (10 analysts)
Company Overview
Victory Capital Holdings is a diversified global investment management firm operating a next-generation multi-boutique business model. The company recently completed its strategic transaction with Amundi and increased its quarterly dividend to $0.49 per share. With exceptional 34.57% dividend growth and a strong 55.36% five-year CAGR, Victory Capital demonstrates consistent commitment to returning capital to shareholders while growing its asset management platform. Recent Q1 2025 results showed strong performance with $219.6M revenue and record ETF growth.
Dividend Strengths
  • Outstanding 34.57% dividend growth rate with recent increase to $0.49
  • Impressive 55.36% five-year dividend CAGR demonstrates consistent growth
  • Strategic Amundi transaction enhances scale and distribution capabilities
  • Sustainable 40.19% payout ratio with strong earnings coverage
  • Diversified asset management platform with multiple investment franchises
  • ETF AUM increased 67% year-over-year to over $13 billion
Risk Factors
  • Asset management fees sensitive to market volatility and performance
  • Competition from passive investment strategies and fee compression
  • Regulatory changes affecting investment management industry
  • Client redemption risks during market downturns
Dividend Information
Ex-Dividend Date June 10, 2025
Payment Date June 25, 2025
Quarterly Dividend $0.49
Dividend Growth 34.57%
Key Dividend Metrics
Dividend Yield
2.86%
Annual Dividend
$1.81
Payout Ratio
40.19%
P/E Ratio
14.09
Past performance does not guarantee future results. This analysis is based on current market data and analyst projections as of June 5, 2025.
×

Research Sources

  • Top 5 Dividend Accelerators - Stock Profiles
    Comprehensive analysis of dividend growth companies across multiple sectors including detailed financial metrics, analyst ratings, and investment thesis for NOV, WH, VCTR, DKS, and CADE.
  • Company Financial Reports Q1 2025
    Latest quarterly earnings reports and financial statements from featured companies providing current dividend declarations, payout ratios, and operational performance metrics.
  • Market Data & Analyst Consensus
    Real-time market pricing, analyst price targets, and investment recommendations compiled from leading financial institutions and research providers as of June 5, 2025.
  • Sector Analysis Reports
    Industry-specific research covering energy sector recovery, hospitality resilience, asset management trends, retail transformation, and regional banking performance metrics.
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ITA Block 4 - Stocks 4 and 5
4
DICK'S Sporting Goods (DKS)
$179.00 Price Target: $231.50 Buy (21 analysts)
Company Overview
DICK'S Sporting Goods is America's leading omni-channel sporting goods retailer with strong market presence across hardlines, apparel, and footwear. The company has demonstrated remarkable dividend consistency with 11 consecutive years of increases and recently maintained guidance despite economic headwinds. With 29.3% price upside potential and a strategic Foot Locker acquisition expected to drive synergies, DKS offers compelling growth prospects for dividend investors. GameChanger app is projected to reach $150M revenue in 2025, adding significant digital revenue streams.
Dividend Strengths
  • Impressive 11 consecutive years of dividend increases demonstrating commitment
  • Strong 29.3% price target upside with broad analyst support
  • Strategic Foot Locker acquisition expected to generate $100-125M in synergies
  • Conservative 31.04% payout ratio provides sustainability
  • Omni-channel strategy successfully competing with e-commerce
  • GameChanger app on track for $150M revenue in 2025
Risk Factors
  • Retail sector sensitivity to consumer spending patterns
  • Competition from online retailers and specialty sports stores
  • Seasonal variations affecting quarterly performance
  • Integration risks from the Foot Locker acquisition
Dividend Information
Ex-Dividend Date June 13, 2025
Payment Date June 27, 2025
Quarterly Dividend $1.21
Dividend Growth 10.12%
Key Dividend Metrics
Dividend Yield
2.71%
Annual Dividend
$4.85
Payout Ratio
34.65%
P/E Ratio
12.74
Past performance does not guarantee future results. This analysis is based on current market data and analyst projections as of June 5, 2025.
5
Cadence Bank (CADE)
$30.10 Price Target: $37.08 Buy (12 analysts)
Company Overview
Cadence Bank is a leading regional banking franchise with approximately $50 billion in assets and over 350 locations across the South and Texas. The company recently announced a 10% increase in its quarterly dividend to $0.275 per share, reflecting strong financial performance and capital position. With strategic acquisitions expanding its footprint and solid 23.2% upside potential, Cadence represents attractive value in the regional banking sector. The company successfully completed its First Chatham Bank acquisition and reported strong Q1 2025 results with net income of $130.9 million.
Dividend Strengths
  • Recent 10% quarterly dividend increase to $0.275 demonstrates financial strength
  • Solid 23.2% price target upside with broad analyst support
  • Strategic acquisitions expanding market presence in key regions
  • Strong capital ratios with 12.4% Common Equity Tier 1 ratio
  • Growing loan portfolio with $1.2B in net organic growth
  • Successful completion of First Chatham Bank acquisition
Risk Factors
  • Regional banking exposure to interest rate sensitivity
  • Credit quality risks in economic downturns
  • Competition from larger national banks and fintech companies
  • Integration risks from ongoing acquisition strategy
Dividend Information
Ex-Dividend Date June 13, 2025
Payment Date July 1, 2025
Quarterly Dividend $0.28
Dividend Growth 8.25%
Key Dividend Metrics
Dividend Yield
3.65%
Annual Dividend
$1.10
Payout Ratio
38.60%
P/E Ratio
18.13
Past performance does not guarantee future results. This analysis is based on current market data and analyst projections as of June 5, 2025.
×

Research Sources

  • Top 5 Dividend Accelerators - Stock Profiles
    Comprehensive analysis of dividend growth companies across multiple sectors including detailed financial metrics, analyst ratings, and investment thesis for NOV, WH, VCTR, DKS, and CADE.
  • Company Financial Reports Q1 2025
    Latest quarterly earnings reports and financial statements from featured companies providing current dividend declarations, payout ratios, and operational performance metrics.
  • Market Data & Analyst Consensus
    Real-time market pricing, analyst price targets, and investment recommendations compiled from leading financial institutions and research providers as of June 5, 2025.
  • Sector Analysis Reports
    Industry-specific research covering energy sector recovery, hospitality resilience, asset management trends, retail transformation, and regional banking performance metrics.
Trusted Partner Presentation

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Block 7 - Honorable Mentions

Honorable Mentions

Five additional dividend champions demonstrating strong growth characteristics and analyst support:

6
Travel + Leisure Co. (TNL)
Price: $48.62 | Target: $59.20 | Yield: 4.61% | Growth: 11.58%
Vacation ownership and travel services company with exceptional dividend yield and solid growth in the recovering travel sector.
Key Strength: High yield combined with solid dividend growth in the recovering travel sector with strong cash flow generation.
7
Motorola Solutions (MSI)
Price: $416.12 | Target: $505.11 | Yield: 1.15% | Growth: 11.26%
Mission-critical communications technology leader with consistent dividend acceleration and 21.4% price appreciation potential.
Key Strength: Mission-critical technology moat with consistent dividend acceleration and strong price appreciation potential of 21.4%.
8
KBR Inc. (KBR)
Price: $52.34 | Target: $67.57 | Yield: 1.68% | Growth: 10.53%
Engineering and construction company with excellent 22.16% payout ratio and 29.1% price upside potential.
Key Strength: Conservative payout ratio with significant price upside potential of 29.1% and Strong Buy consensus from analysts.
9
Elevance Health (ELV)
Price: $384.65 | Target: $508.81 | Yield: 1.47% | Growth: 7.40%
Healthcare benefits company with massive 32.3% price upside potential and defensive sector characteristics.
Key Strength: Healthcare sector defensive characteristics with significant analyst price target upside and sustainable dividend coverage.
10
Interparfums (IPAR)
Price: $136.97 | Target: $157.60 | Yield: 1.66% | Growth: 12.73%
Luxury fragrance company with outstanding 65.46% five-year dividend CAGR and resilient business model.
Key Strength: Outstanding historical dividend growth in the resilient luxury goods sector with Strong Buy rating and 15.1% upside potential.
These dividend champions represent compelling opportunities across diverse sectors, each offering unique combinations of dividend growth, price appreciation potential, and sustainable business models. Investors should conduct their own due diligence and consider their individual risk tolerance and investment objectives.
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Featured Partner Presentation
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Legal Disclosure - Dividend Wealth Builders

Important Legal Disclosure

Investment Advisory Disclosure: DividendWealthBuilders.com is not registered as an investment adviser or broker-dealer with the United States Securities and Exchange Commission or any state regulatory agency. We rely on the 'publisher's exclusion' from the definition of investment adviser under the Investment Advisers Act of 1940.

Information provided is for informational purposes only and does not constitute investment advice. All content, analysis, opinions, and recommendations presented on this website are based on publicly available information and are the opinions of Market Insiders Media dba DividendWealthBuilders.com.

Past performance does not guarantee future results. Dividend payments and stock prices can fluctuate significantly and may not be sustained. All investments carry risk of loss, including the potential loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

No Personalized Advice: The information presented is general in nature and is not personalized investment advice. Before making any investment decisions, please conduct your own research and consult with a qualified financial adviser who can assess your individual circumstances, risk tolerance, and investment objectives.

Forward-Looking Statements: This publication may contain forward-looking statements regarding future events, company performance, or market conditions. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially.

Published by: Market Insiders Media dba DividendWealthBuilders.com

Parent Company: Sandpiper Marketing Group, LLC

Date: May 25, 2025

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