{"id":204571,"date":"2025-05-07T10:30:00","date_gmt":"2025-05-07T14:30:00","guid":{"rendered":"https:\/\/ibkrcampus.eu\/campus\/uncategorized\/dividend-hikes-offer-optimism-amid-tariff-turmoil\/"},"modified":"2025-05-08T08:46:45","modified_gmt":"2025-05-08T08:46:45","slug":"dividend-hikes-offer-optimism-amid-tariff-turmoil","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/stocks\/dividend-hikes-offer-optimism-amid-tariff-turmoil\/","title":{"rendered":"Dividend Hikes Offer Optimism Amid Tariff Turmoil"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Stocks have rebounded sharply off their early-April lows, but macro risks persist<\/li>\n\n\n\n<li>Dividend stocks have largely outperformed so far this year<\/li>\n\n\n\n<li>We profile a pair of blue chips that recently announced dividend hikes, which has turned out to be a broader Q2 theme<\/li>\n<\/ul>\n\n\n\n<p>S&amp;P 500<sup>\u00ae<\/sup>&nbsp;earnings per share estimates have come down sharply. According to FactSet, calendar year 2025 is now expected to show $266 in operating EPS for the Index.<sup>1<\/sup>&nbsp;Forecasts had called for nearly $280 as recently as last Q3 last year. Of course, macro headwinds have come about, to put it nicely. Many large US multinational corporations are \u201ctarrified\u201d, as Ed Yardeni puts it. Josh Brown of Ritholtz Wealth Management has dubbed it \u201cTariff Spring.\u201d Still, global equities have proven to be resilient.&nbsp;<\/p>\n\n\n\n<p>Following a sharp rally off the April 7th low, US large caps now collectively trade just above the 20x price-to-earnings multiple mark, while international stocks actually closed April at an all-time high on a total return basis.<sup>2<\/sup><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-strong-dividend-increase-trends\">Strong Dividend Increase Trends<\/h2>\n\n\n\n<p>Investors should go beyond profit expectations and near-term price action, though. Our team dug into the data and found some interesting results. It turns out that since the beginning of April, 29% of global firms that have updated their dividend policies have raised their dividend, while just 7% have announced a cut.<\/p>\n\n\n\n<p>While still early for a full second-quarter tally, that 23% positive differential is five percentage points above the 17.9% hikers-to-cutters gap from Q2 last year. It\u2019s also better than the 17.2% figure compared to two years ago.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-dividend-changes-by-percent-solid-start-to-q2-net-23\"><strong>Dividend Changes by Percent: Solid Start to Q2 (Net +23%)<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"776\" height=\"505\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2025\/05\/250506-WSH-Divs.png\" alt=\"Dividend Changes by Percent: Solid Start to Q2 (Net +23%)\" class=\"wp-image-204572 lazyload\" data-srcset=\"https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/05\/250506-WSH-Divs.png 776w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/05\/250506-WSH-Divs-700x456.png 700w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/05\/250506-WSH-Divs-300x195.png 300w, https:\/\/ibkrcampus.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/05\/250506-WSH-Divs-768x500.png 768w\" data-sizes=\"(max-width: 776px) 100vw, 776px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 776px; aspect-ratio: 776\/505;\" \/><\/figure>\n\n\n\n<p><em>Source: Wall Street Horizon<\/em><\/p>\n\n\n\n<p>Past performance is not indicative of future results<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-always-pay-attention-to-corporate-body-language\">Always Pay Attention to Corporate Body Language<\/h2>\n\n\n\n<p>The bears might assert that we are torturing the data with this one, but it\u2019s clear that corporate profitability was very strong ahead of President Trump\u2019s so-called \u201cLiberation Day.\u201d Much uncertainty lies ahead, even after the sanguine stock response in the past four weeks, but perhaps executives are signaling to investors that we\u2019ll get through this era of unease okay.&nbsp;<\/p>\n\n\n\n<p>The pessimists and optimists will keep duking it out, and we\u2019ll watch how first-quarter earnings come in over the weeks ahead. Usually, the latter half of the reporting period is somewhat uneventful since&nbsp;<a href=\"https:\/\/www.wallstreethorizon.com\/blog\/Alphabet-Sets-a-Positive-Tone-Ahead-of-Mega-Tech-Earnings-Results-this-Week\">big-cap tech<\/a>&nbsp;(sans NVIDIA (NVDA)) has already issued numbers to the street. This time, though, retailers will be particularly pivotal to monitor.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-retail-earnings-on-tap\">Retail Earnings On Tap<\/h2>\n\n\n\n<p>Consumer companies are in the crosshairs of the tariff turmoil. Immediately before the release of the April Retail Sales report, Walmart (WMT) reports next Thursday morning (May 15). A slew of retailers then post Q1 results the following week, including the likes of&nbsp;<a href=\"https:\/\/www.wallstreethorizon.com\/home-depot-earnings-calendar\">Home Depot<\/a>&nbsp;(HD), Lowe\u2019s (LOW), Macy\u2019s (M), Target (TGT), and Ross Stores (ROST).&nbsp;<\/p>\n\n\n\n<p>We\u2019ve already heard from two consumer-related blue-chips, one from the Staples sector and the other from the Health Care space.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-dividend-hikers-pg-jnj\">Dividend Hikers: PG, JNJ<\/h2>\n\n\n\n<p>Procter &amp; Gamble (PG) topped analysts\u2019 earnings estimates on the morning of April 24, but $19.8 billion of Q1 revenue missed Wall Street\u2019s forecast.<sup>3<\/sup>&nbsp;Shares fell by 3.7% in the session that followed, and PG actually touched an intraday 52-week low that day. A mild share bounceback has ensued, but it might not have been Procter\u2019s profits that impressed investors. Rather, the stalwart household name announced a dividend increase on April 8, 2025, marking its 69th consecutive year of dividend growth.<sup>4<\/sup>&nbsp;It\u2019s a \u201cdividend aristocrat,\u201d of course, meaning the company has increased its dividend for each of the past 25 years.<\/p>\n\n\n\n<p>To be clear, PG hiking its payout is not the most aggressive of risk-on signals, but this corporate body language should remind investors that amid uncertain macro times, high-quality companies can execute well, rewarding shareholders.<\/p>\n\n\n\n<p>A week after Procter\u2019s dividend increase announcement, Johnson &amp; Johnson (JNJ) reported a strong start to the year, beating on both the top and bottom lines. The $376 billion market cap Pharmaceuticals industry company also boosted its full-year revenue outlook, but investors were not impressed.<sup>5<\/sup>&nbsp;The stock fell by half a percent on April 15th, marking a second straight weak reaction to earnings. Perhaps the street was on edge after its management team estimated that tariffs would draw a $400 million hit to its top line this year.&nbsp;<\/p>\n\n\n\n<p>Still, on the call, it expressed confidence in operational and financial prospects for the balance of 2025. Moreover, JNJ increased its dividend for the 63rd straight year, a 4.8% hike, bringing the forward yield to 3.3%, more than double that of the S&amp;P 500.<sup>6<\/sup><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-bottom-line-nbsp\">The Bottom Line&nbsp;<\/h2>\n\n\n\n<p>With weak survey data and downright bearish investor sentiment readings, stocks have surprised investors as we progress through the second quarter.<sup>8<\/sup>&nbsp;The Q1 earnings season has been mixed, but there have been few shockers. Reliable dividend-increase stocks posted alpha through April, but volatility could be in store as retail earnings updates roll in fast and furious starting next week.<\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted May 7, 2025 &#8211; <a href=\"https:\/\/www.wallstreethorizon.com\/blog\/Dividend-Hikes-Offer-Optimism-Amid-Tariff-Turmoil\">Dividend Hikes Offer Optimism Amid Tariff Turmoil<\/a><\/p>\n\n\n\n<p>1 Earnings Insight, FactSet, John Butters, May 2, 2025,&nbsp;<a href=\"https:\/\/advantage.factset.com\/hubfs\/Website\/Resources%20Section\/Research%20Desk\/Earnings%20Insight\/EarningsInsight_050225A.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/advantage.factset.com<\/a><br>2 VGTSX, StockCharts, May 5, 2025,&nbsp;<a href=\"https:\/\/schrts.co\/ZnZnGYHU\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/schrts.co<\/a><br>3 Procter &amp; Gamble Non-GAAP EPS of $1.54 beats by $0.01, revenue of $19.8B misses by $350M, Seeking Alpha, Deepa Sarvaiya, April 24, 2025,&nbsp;<a href=\"https:\/\/seekingalpha.com\/news\/4434723-procter-and-gamble-non-gaap-eps-of-1_54-beats-by-0_01-revenue-of-19_8b-misses-by-350m\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com<\/a><br>4 P&amp;G Declares Dividend Increase, The Procter &amp; Gamble Company, April 8, 2025,&nbsp;<a href=\"https:\/\/pginvestor.com\/financial-reporting\/press-releases\/news-details\/2025\/PG-Declares-Dividend-Increase\/default.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/pginvestor.com<\/a><br>5 J&amp;J Boosts Outlook Despite Incoming Tariff Costs, The Wall Street Journal, Dean Seal, Connor Hart, April 15, 2025,&nbsp;<a href=\"https:\/\/www.wsj.com\/business\/earnings\/j-j-increases-outlook-after-beating-1q-expectations-36cda438\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.wsj.com<\/a><br>6 Johnson &amp; Johnson Announces 63rd Consecutive Year of Dividend Increase; Raises Quarterly Dividend by 4.8%, Johnson &amp; Johnson, APril 15, 2025,&nbsp;<a href=\"https:\/\/investor.jnj.com\/news\/news-details\/2025\/Johnson--Johnson-Announces-63rd-Consecutive-Year-of-Dividend-Increase-Raises-Quarterly-Dividend-by-4-8\/default.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/investor.jnj.com<\/a><br>7 VYM, StockCharts, May 5, 2025,&nbsp;<a href=\"https:\/\/schrts.co\/mtkybJky\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/schrts.co<\/a><br>8 The AAII Investor Sentiment Survey, AAII, May 1, 2025,&nbsp;<a href=\"https:\/\/www.aaii.com\/sentimentsurvey\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.aaii.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Stocks have rebounded sharply off their early-April lows, but macro risks persist. Dividend stocks have largely outperformed so far this year.<\/p>\n","protected":false},"author":586,"featured_media":204573,"comment_status":"open","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[147,8,12,153,148,7],"tags":[3334,3335,701,1330,3046],"contributors-categories":[455],"class_list":{"0":"post-204571","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-north-america","8":"category-region","9":"category-securities","10":"category-stocks","11":"category-text-articles","12":"category-traders-insight","13":"tag-corporate-profitability","14":"tag-dividend-hikes","15":"tag-retail-earnings","16":"tag-sp-500","17":"tag-tariff-turmoil","18":"contributors-categories-wall-street-horizon"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Dividend Hikes Offer Optimism Amid Tariff Turmoil<\/title>\n<meta name=\"description\" content=\"Stocks have rebounded sharply off their early-April lows, but macro risks persist. 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Dividend stocks have largely outperformed so far this year.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.interactivebrokers.eu\/campus\/traders-insight\/securities\/stocks\/dividend-hikes-offer-optimism-amid-tariff-turmoil\/\" \/>\n<meta property=\"og:site_name\" content=\"IBKR Campus EU\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-07T14:30:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-08T08:46:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.interactivebrokers.eu\/campus\/wp-content\/uploads\/sites\/3\/2025\/05\/Dividend-Hikes-Offer-Optimism-Amid-Tariff-Turmoil-1920-x-1080-px.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"1080\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Christine Short\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Christine Short\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\n\t    \"@context\": \"https:\\\/\\\/schema.org\",\n\t    \"@graph\": [\n\t        {\n\t            \"@type\": \"Article\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/#article\",\n\t            \"isPartOf\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/\"\n\t            },\n\t            \"author\": {\n\t                \"name\": \"Christine Short\",\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/#\\\/schema\\\/person\\\/abc12775791de999262b4ab21ec2ce51\"\n\t            },\n\t            \"headline\": \"Dividend Hikes Offer Optimism Amid Tariff Turmoil\",\n\t            \"datePublished\": \"2025-05-07T14:30:00+00:00\",\n\t            \"dateModified\": \"2025-05-08T08:46:45+00:00\",\n\t            \"mainEntityOfPage\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/\"\n\t            },\n\t            \"wordCount\": 964,\n\t            \"commentCount\": 0,\n\t            \"image\": {\n\t                \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/#primaryimage\"\n\t            },\n\t            \"thumbnailUrl\": \"https:\\\/\\\/www.interactivebrokers.eu\\\/campus\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/05\\\/Dividend-Hikes-Offer-Optimism-Amid-Tariff-Turmoil-1920-x-1080-px.png\",\n\t            \"keywords\": [\n\t                \"corporate profitability\",\n\t                \"dividend hikes\",\n\t                \"retail earnings\",\n\t                \"S&amp;P 500\",\n\t                \"tariff turmoil\"\n\t            ],\n\t            \"articleSection\": [\n\t                \"North America\",\n\t                \"Region\",\n\t                \"Securities\",\n\t                \"Stocks\",\n\t                \"Text Articles\",\n\t                \"Traders' Insight\"\n\t            ],\n\t            \"inLanguage\": \"en-US\",\n\t            \"potentialAction\": [\n\t                {\n\t                    \"@type\": \"CommentAction\",\n\t                    \"name\": \"Comment\",\n\t                    \"target\": [\n\t                        \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/#respond\"\n\t                    ]\n\t                }\n\t            ]\n\t        },\n\t        {\n\t            \"@type\": \"WebPage\",\n\t            \"@id\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/\",\n\t            \"url\": \"https:\\\/\\\/ibkrcampus.eu\\\/campus\\\/traders-insight\\\/securities\\\/stocks\\\/dividend-hikes-offer-optimism-amid-tariff-turmoil\\\/\",\n\t            \"name\": \"Dividend Hikes Offer Optimism Amid Tariff Turmoil - 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