The August 2015 update to the UK Dividends Champions List is now available at DividendChampions.UK.
Most of the changes this month are in the fundamental data although one company had an increased dividend growth length, and I added three new companies to the Financial Year rankings.
Here’s an overview of the changes this month. Well it would be except that nothing changed.
|Champions (25+ years)||11||11|
|Contenders (10-24 years)||64||64|
|Challengers (5-9 years)||127||127|
|Near-Challengers (4 years)||69||69|
|Oil & Gas||0||3||1||2||6|
New Entries & Promotions
Companies removed from the list
Financial Year Rankings
The Financial Year ranking isn’t as complete as the Calendar Year ranking, but it’s increasing as I research companies.
|Dividend Growth 25+ years||12||12|
|Dividend Growth 10-24 Years||60||60|
|Dividend Growth 5-9 Years||40||37|
|Dividend Growth 1 to 4 Years||35||35|
New FY Entries
Kingfisher plc – New FY Ranking (6)
Kingfisher plc (KGF) is a new entry on the FY list after some research with a 6-year dividend growth history.
Kingfisher operates 1200 stores in 11 countries across Europe and China. In the UK it owns the popular B&Q chain of DIY stores. It reports in three segments based on geographic region: UK & Ireland (42% FY15 Revenue), France (38%) and Other (20%). A change in CEO leadership in 2014 is leading to new plans to consolidate the separate acquisitions of Kingfisher into a single unified company.
Photo-Me International plc – New FY Ranking (6)
Photo-Me International plc (PHTM) is a new entry on the list after further research with a 6-year dividend growth history.
Photo-Me is operates photo booths and other automated kiosks covering digital printing, coin-operated amusement machines, photography and laundry services. The majority of its revenue is in Europe (55% FY14), followed by the UK (24%) and Asia (21%). The company reports in two segments: Operations (80% FY14 Revenue) and Sales & Servicing (20%). The Operations segment operates unattended vending equipment such as photo-booths, print kiosks and laundry machines. The Sales & Servicing segment develops, manufactures and services the operations equipment.
Legal & General Group plc – New FY Ranking (5)
Legal & General plc (LGEN) is a new entry on the list after further research with a 5-year dividend growth history.
Legal & General is a financial services company offering life insurance, general insurance, pensions and investment products. The company reported in five segments in FY14: L&G Assurance Company (10% FY14 Revenue), L&G Retirement (27%), L&G Investment Management (55%), L&G Capital (< 1%) and L&G America (7%). In FY2015, the company is simplifying the reporting structure to only two segments: Insurance and Savings.
The list still contains Investment Trusts; until they are removed, you can easily identify them by filtering the Sector column F for Equity Investment Instruments, where you can either include or exclude them when viewing the list.
- Kingfisher plc (KGF) had its CY growth length updated from (5) to (6) Years based on new dividend information. The adjustments were not large enough for a promotion or demotion however.
Entries in the list that have a “Founded” column have been manually researched and checked. The Dividend per Share and yield for these entries were calculated as of 2nd August.
Dividend yield is calculated as the last 12 months of most recent dividend declarations divided by the current share price. Special dividends are also not included in yield or DPS calculations, so actual yields may be higher.
All dividend history data that I have is posted on DividendChampions.UK.
Please keep 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 and nothing in this post or the List is a recommendation to buy or sell.
The List includes AIM-listed companies which may be more volatile than larger FTSE-listed companies. The List includes the index (Column C) and the Market Cap (Column O) which can be used to filter out smaller companies.
I spoke too soon! The latest version of the list is dated 05-Aug-15.
O5-Aug-15: Corrected ROR’s excessive dividend yield (thanks to Sergio for reporting that) and an updated FY history for PZC (thanks M!).
02-Aug-15: Initial release.
Well that’s it for August. There are not many changes this month as this update follows hot on the heels of my late July update.
Please let me know if you see any errors in the List, thank you!
Quote of the day
One of the most tragic things I know about human nature is that all of us tend to put off living. We are all dreaming of some magical rose garden over the horizon instead of enjoying the roses that are blooming outside our windows today.