Since there were no dividend announcements from either the Aristocrats or High Yield Aristocrats this week, I figured now would be a good time to review how these 54 stocks have done over the last 8 months.
The returns of the individual Aristocrats have ranged from +24.23% for real estate investment trust HCP, Inc. (HCP), to -11.41% for thermal and fluid management company Pentair (PNR). In comparison, the S&P 500 (using the SPY exchange traded fund as a surrogate) has returned 9.68%. Overall, 19 of the 54 Aristocrats beat the return of the S&P 500 benchmark index. These 19 companies, with their year-to-date gains and current yields, are:
HCP, Inc. (HCP), +24.23%, current yield: 5.03%
Family Dollar (FDO), +24.06%, current yield: 1.55%
Brown-Forman (BF-B), +23.43%, current yield: 1.51%
Air Products & Chemicals (APD), +20.67%, current yield: 2.31%
The Sherwin-Williams Company (SHW), +19.83%, current yield: 1.01%
Archer Daniels Midland (ADM), +16.74%, current yield: 1.93%
Johnson & Johnson (JNJ), +15.64%, current yield: 2.70%
Leggett & Platt (LEG), +15.50%, current yield: 3.42%
Stanley, Black & Decker (SWK), +14.73%, current yield: 2.27%
Hormel Foods (HRL), +13.63%, current yield: 1.58%
PepsiCo (PEP), +13.14%, current yield: 2.83%
Medtronic (MDT), +12.29%, current yield: 1.91%
Abbott Laboratories (ABT), +12.07%, current yield: 2.08%
Sigma-Aldrich (SIAL), +11.41%, current yield: 0.88%
Cardinal Health (CAH), +11.35%, current yield: 1.86%
CR Bard (BCR), +11.33%, current yield: 0.59%
Dover Corporation (DOV), +11.16%, current yield: 1.71%
Cintas (CTAS), +10.99%, current yield: 1.16%
Ecolab (ECL), +10.68%, current yield: 0.96%
The SPY currently yields 1.84%.
If you want to see this information for all 54 Dividend Aristocrats, I’ve pulled performance and current yield information from finviz.com and assembled it into an Excel file. It’s available here:
Download “Dividend Aristocrat Performance_30Aug2014”
If you found this information useful, let me know by leaving a comment. Have a great holiday weekend!