UK Dividend Champions – March 2015

UK Dividend Champions - March 2015I’ve updated the UK Dividends Champions List for March 2015.

One company was promoted to a 13-year Contender from a 5-year Challenger and another company was deleted from the list after being acquired. I also added more fundamental data to each entry.

Here’s an overview of the changes to the UK Dividend Champions this month. A full summary can be found in the “Summary” tab in the List.

New Entries & Promotions

Burberry Group plc – Promoted Dividend Contender (13 years)

The online data I used last month was wrong and after manually reviewing their financial reports, BRBY have a longer growth history. The dividend data for BRBY is now generated from my own database and is correct.

The Company

Established in 1856, Burberry Group plc (BRBY) is a £7B luxury brand company famous for their trench coat. It reports in two segments  – retail / wholesale (97% of revenue) and licensing (3%).

The Dividend

BRBY have a 13 year dividend growth period after reviewing their history. They have paid dividends over a much longer period and have a 10-year annualized growth of 20%. Last year’s increase was 10% and their current yield is 1.74%.


Companies removed from the list

The following companies were removed from the list this month. Companies are removed if they fail to increase their calendar year dividend or are delisted. The Summary tab in the List contains some more details on the particular reason for the deletion.

  • TUI Travel plc (7 years)

Corrections

  • JD Sports Fashion plc has a corrected symbol and is now JD. instead of JD

Fundamental Data

This version of the list includes more fundamental data as of the list publication date –

  • Yield %
  • Dividend per share (annual)
  • Earnings per share (ttm)
  • EPS payout ratio (dps divided by eps * 100)
  • Dividend cover (inverse of payout ratio)

There is limited and often contradictory data available online for many UK stocks in the list so I’ve included the data as ‘best-effort’. I generally use Yahoo Finance, Google and Investorease in my research. I am starting to manually track DPS from my database in an attempt to improve yield and payout ratio data.

Please kind in mind that the fundamental data will get increasingly out of date as the month progresses. You should always perform your own research and due diligence on any potential stock purchase.

Summary

Well that’s it for March – I’ll be continuing to do further research and improve the list accuracy for next month now that I’m a little more dangerous with databases.

Please let me know if you see any errors in the List, thank you!

Quote of the day

You might well remember that nothing can bring you success but yourself.

0 thoughts on “UK Dividend Champions – March 2015”

  1. I just want to put this on record in case you ever get sick of updating the list because it seems no-one is reading – this is soooo useful. Last month I went through the list, picked out 7 or 8 companies to study further, and bought shares in 4 of them. So you’re providing actionable content that people are using! Thanks!

    1. Hi Andrew,

      That’s great! I’m glad you’ve found the list useful – I don’t get much feedback so I really appreciate your comments. I’m learning a lot as I research the list, so it’s been beneficial to me too.

      Your Asterix site looks awesome – it’s been a while since I read an Asterix comic but I remember them being entertaining.

      Best wishes,
      -DL

  2. Completely agree with Andrew on this. Excellent resource! I had started to compile one myself about a year ago as and when I bumped into companies that fitted the bill but did not get it finished. I will try and take a look to see if there are any missing between them at some point!

    Just a quick question. have you looked at the drinks maker A. G. Barr (LON: BAG). Its record is a little confused by a large number of stock splits. But it definitely seems to have a growth record going back to c.1998.

    Keep up the good work! Hugely appreciated!

    1. Hi Dividend Drive,

      Thanks – I’m always on the lookout for companies missing from the list.

      I looked at BAG – they’re in my master list of stocks that I compile the list from, but that particular stock is using the standard Yahoo dividend data which isn’t adjusted for splits. The data shows a 1-year growth which is why they’re currently filtered out.

      As you’ve pointed out, they had stock splits in 2012, 2009 and 1991 so the actual growth is likely longer – I’ll compensate for this in April’s list update and see what changes. Thanks for let me know!

      Best wishes,
      -DL

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