One of the biggest trends over the last decade has been that “growth” has overtaken “value” in the returns department.
During the low growth years after the recession, investors flocked to firms with very fast rates of revenue or EPS growth. That left traditional value stocks underperforming their sisters for a prolonged period of time.
Even today, investors continue to favor stocks with higher earnings multiples over those with steady earnings and dividend potential. And we’ve long looked for a catalyst to reverse the trend and put “value” back on top like it normally is.
But, as we’ve waited, value stocks have only gotten cheaper and dividends even more fat. While one day the investment category will be back on top, the value in value stocks may not. That means that investors may want to pounce on the asset class today.
You can find an updated list of companies that recently announced changes in their payout policies, along with their ex-dividend dates, in our Dividend Payout Changes and Announcements tool.