UK Dividend Champions November 2015 Update

UK Dividend Champions List logo for November 2015 The UK Dividend Champions List November 2015 edition is now available at DividendChampions.UK.

One Dividend Champion, one Dividend Contender and one Dividend Challenger were dismissed this month. Two newcomers joined the list and one company was promoted to five-year Challenger status.


Here’s an overview of the changes in the Calendar Year List this month – there’s a net loss of one company as three were removed and two were added.

Category November October
Champions (25+ years) 9 -1 10
Contenders (10-24 years) 61 -1 62
Challengers (5-9 years) 130 130
Near-Challengers (4 years) 65 +1 64
Total 265 266

New Entries & Promotions

The following companies are either added to the list or else gained a rank.

Company Symbol  Notes
BP plc BP. Promoted to Challenger (5)
Royal Dutch Shell plc RDSB New Near-Challenger (4)
Utilitywise UTW New Near-Challenger (4)

Companies removed from the list

Company Symbol  Old Rank  Notes
Unilever plc ULV Champion (26) Dividend cut based on CY 2015 amounts.
Brunner Investment Trust plc BUT Contender (15) 2015 dividends are lower than 2014 due to payment schedule adjustment. On FY basis they have 43 years’ growth.
GlaxoSmithKline plc GSK Challenger (9) CY 2015 dividends same as 2014. They remain a 24-year FY Contender pending their final dividend next February.

Other Updates


Sector Summary

This section shows the companies organized into their stock sectors and the changes in each category from last month.

Sector Champions Contenders Challengers Near-Challengers Total
Basic Materials 0 3 3 3 9
Consumer Goods 3 -1 5 13 3 24
Consumer Services 1 10 23 12 46
Financials 1 12 -1 29 17 59
Health Care 0 3 6 -1 2 11
Industrials 4 22 35 21 +1 82
Oil & Gas 0 2 2 +1 3 7
Technology 0 1 15 4 20
Telecommunications 0 1 3 0 4
Utilities 0 2 1 0 3
Total 9 61 130 65 265

Financial Year Rankings

The Financial Year List is a work in progress and is not as complete as the Calendar Year List.

FY Category November October
Dividend Growth 25+ years 12 12
Dividend Growth 10-24 Years 63 +1 62
Dividend Growth 5-9 Years 42 +1 41
Dividend Growth 1 to 4 Years 33 -1 34
Total 150 149

New FY Entries

One of the companies I researched this month, Portmeirion Group, is a new addition to the FY list.

The FY List tracks companies starting at 1-year growth, so Carnival made a re-appearance too.

Company Symbol  Notes
Portmeirion Group plc PMP New Challenger (6)
Utilitywise UTW New Near-Challenger (4)
Carnival Corporation & plc CCL New Distant-Challenger (1). Carnival’s dividend increase this year gave them a 1-year dividend growth history.

Investment Trusts

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.



Fundamental Data

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 1st November.

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 as a general rule (there are one or two exceptions), 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.

List Corrections

Current file version is dated 02-Nov-15.

02-Nov-15: Added UTW to FY list. Corrected DPS for WTB, BP., RDSB, DIG, JCH, CCL & ULVR.
01-Nov-15: Initial release.

Status update

The good: New twitter handle for dividend champion updates: @divchampions. I’ll be using this twitter account to provide notifications of updated dividend data on dividendchampions.uk.

The bad: Unfortunately there are still some 2015 results that I haven’t processed yet so some of the DPS data in column “J” may be outdated. Hopefully with the holiday coming up this month I’ll be able to catch up.

Summary

That’s it for November. The List is usually available on DividendChampions.UK on the first Monday of the month even if I don’t blog about it.

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

Quote of the day

Do the hard jobs first. The easy jobs will take care of themselves.

10 thoughts on “UK Dividend Champions November 2015 Update”

  1. Hi,

    thanks for the sharing the list. I’m currently looking to acquire some dividend stocks in the UK. I can use this list as starting point.

    Cheers,
    Geblin

    1. Hi Geblin,

      That’s great! Using the list as a starting point for further research is how I imagined the list to be used.

      Thanks for stopping by and best wishes in your investments,
      – DL

    1. Hi RichUncle,

      Yes a dividend cut by itself doesn’t necessarily mean poor performance; after all it may not be the company’s goal to continually increase dividends year after year. Unilever set the bar pretty high with a large increase in 2013 and perhaps being more conservative back then would have helped them keep the progression. They’re still returning a good amount of cash back to their shareholders each year despite the cut.

      Thanks for stopping by – I hope you continue to find the list useful.

      Best wishes,
      -DL

    1. Hi Ben,

      You’re welcome and it’s very kind of you to comment to say thanks.

      I think most stock screeners allow easy screening by current dividend yields but I always felt that dividend history was a little harder to screen by and hopefully this list helps with that.

      Best wishes,
      -DL

Leave a Reply

Your email address will not be published. Required fields are marked *