Dividend Informer

10/28/2026

Ten stocks make up about 40% of the S&P 500. Here’s what a narrow market means for dividend investors.

Real yields reach 2007 levels, AI keeps the market narrow, and dividend stocks still offer a broader path.

10/26/2026

Worried about valuations? 64% of our covered stocks are still Potential Buys. Subscribers get the full sortable list. 👉 https://dividendinformer.substack.com/p/36-potential-buys-in-dividend-informers

10/19/2026

Our Dividend Informer analysts have returned now to Seacoast Banking Corp. of Florida as the company is earning highest marks for Capital Return and Growth. Read more: https://dividendinformer.substack.com/p/dividend-focus-stock-from-integration

10/13/2026

Our Dividend Informer analysts have returned now to Hewlett Packard Enterprise as the company is earning highest marks for Growth and Governance. Read more:
https://dividendinformer.substack.com/p/dividend-focus-stock-building-the

09/28/2026

Discipline is key to successful investing, while FOMO is often the enemy. Here are 3 ways that FOMO can destroy your portfolio.

Read more in our latest article, “Speculation Is Not Investing”:
https://dividendinformer.substack.com/p/warning-speculation-is-not-investing

09/17/2026

Hewlett Packard Enterprise (HPE) reported a strong third quarter, with adjusted EPS of $1.11, well ahead of the $0.94 consensus estimate. Shares have more than doubled in price this year and currently yield 1.0%. Do you own HPE?
https://dividendinformer.substack.com/p/dividend-informer-q3-2026-update-afe

09/16/2026

ADRs can boost global income, but they carry added costs and risks. American Depositary Receipts (ADRs) were created to simplify foreign investing and offer an avenue for U.S. investors to diversify into foreign markets without having to purchase stocks on foreign exchanges. Exposure to many familiar dividend-paying companies around the globe can be achieved via ADRs, which typically trade on one of the large U.S. exchanges or in the over-the-counter market.

The following are some considerations investors should understand before adding ADRs to their portfolios.
https://dividendinformer.substack.com/p/diversify-your-dividend-portfolio

08/10/2026

In Dividend Informer, we strive to include cover companies across a broad spectrum of sectors and industries. As of August 2026, our coverage includes companies in all 11 sectors, providing plenty of selections that subscribers can choose to round their own portfolio diversification. The distribution also suggests some sectors which might be ripe for exploration if you’re deploying a dividend/total return approach to stocks.
https://substack.com//note/c-312127902

07/31/2026

The average yield of the S&P 500 has ticked up to 1.1%, but the trend is still decidedly heading downhill, a function of both high valuations for large-caps and changing corporate priorities for capital allocation.

07/31/2026

The Fed Holds Rates Steady: Why Surging Bond Yields Are Rattling Wall Street

Dividend Informer editor Doug Gerlach explains how dividend investors must navigate rising Treasury yields, compressed valuations, and shifting rate expectations as markets digest central bank caution.

As markets digest central bank caution, dividend investors must navigate rising Treasury yields, compressed valuations, and shifting rate expectations.