The UK Dividend Champions November 2016 edition is now available at DividendChampions.UK.
Hot of the heels of October’s catch-up list, November’s update includes a new 25-Year dividend champion. There was a net loss of two companies from the list.
Here’s an overview of the Calendar Year List changes this month. Three companies were removed from the list and one new company added for a net loss of two companies.
|Champions (25+ years)||10||9||+1|
|Contenders (10-24 years)||61||63||-2|
|Challengers (5-9 years)||156||154||+2|
|Near-Challengers (4 years)||32||35||-3|
New Entries to the List
There was 1 new entry this month .
|Advanced Medical Solutions Group plc||AMS||Near-Challenger (4)|
The following companies were promoted to the next category
|National Grid plc||NG.||Champion (25)|
|Dunelm Group plc||DNLM||Contender (10)|
|Hikma Pharmaceuticals plc||HIK||Challenger (5)|
|Royal Dutch Shell plc||RDSB||Challenger (5)|
|Utilitywise plc||UTW||Challenger (5)|
Companies removed from the List
Companies are removed from the list if they did not increase dividends based on their ex-divided dates for that calendar year. This month the following companies are removed.
|Imperial Brands Group plc||IMB||Contender (15)||CY dividends cut due to changed payment schedule|
|StatPro Group plc||SOG||Contender (10)||CY 2016 dividend freeze|
|easyJet plc||EZJ||Challenger (5)||CY 2017 dividend cut|
The following companies will likely be removed in the future but I’ve not had time to process them yet.
|SciSys PLC||SSY||Challenger (7)||Interim dividend suspended|
|Connect Group PLC||CNCT||Challenger (6)||2015 H2 dividend cut from 6.6p to 6.3p|
33 companies increased their dividend growth by 1 year in this month’s List although the increase did not result in a promotion. They can be found in the Summary tab of the List.
This section shows the companies organized into their stock sectors and the changes in each category from last month.
|Consumer Goods||3||4 -1||14||2||23 -1|
|Consumer Services||1||8 +1||24 -1||5 -1||38 -1|
|Health Care||0||4||6 +1||1||11 +1|
|Industrials||3||21||45 +1||10 -1||79|
|Oil & Gas||0||0||3 +1||1 -1||4|
|Technology||0||2 -1||11||2||15 -1|
|Utilities||1 +1||1 -1||1||2||5|
|Total||10 +1||61 -2||156 +2||32 -3||259|
Financial Year Rankings
The Financial Year List is a work in progress and is not as complete as the Calendar Year List. However the dividend history data for these companies is more accurate and complete.
|Dividend Growth 25+ years||16||16||0|
|Dividend Growth 10-24 Years||65||63||+2|
|Dividend Growth 5-9 Years||46||45||+1|
|Dividend Growth 1 to 4 Years||30||33||-3|
New FY Entries
The following companies were added to the FY Growth List.
|Mattioli Woods plc||MTW||Added as a 10-year Contender|
|Consort Medical plc||CSRT||Added as a 1-year Near-Challenger|
Deleted FY Entries
The following companies were removed from the FY Growth List.
|Aberdeen Asian Smaller Companies IT plc||AAS||FY 2016 dividend freeze|
|Volga Gas plc||VGAS||FY 2016 dividend cancelled|
Other FY Changes
The table below shows the other changes in the FY list this month for companies with 5+ years of growth.
|Abcam plc||ABC||Increased to 11-year growth|
|Aberdeen New Dawn IT plc||ADB||Increased to 12-year growth|
|Animalcare Group plc||ANCR||Increased to 18-year growth|
|Ashtead Group plc||AHT||Increased to 11-year growth|
|Bloomsbury Publishing plc||BMY||Increased to 20-year growth|
|Brooks Macdonald plc||BRK||Increased to 12-year growth|
|Carr’s Group plc||CARR||Increased to 7-year growth|
|Daejan Holdings plc||DJAN||Increased to 7-year growth|
|Dechra Pharmaceuticals plc||DPH||Increased to 13-year growth|
|Dunelm Group plc||DNLM||Increased to 10-year growth|
|ECO Animal Health Group plc||EAH||Increased to 6-year growth|
|Genus plc||GNS||Increased to 15-year growth|
|Imperial Brands Group plc||IMB||Increased to 20-year growth|
|Iomart Group plc||IOM||Increased to 8-year growth|
|J. Smart & Co. plc||SMJ||Increased to 22-year growth|
|JD Sports Fashion plc||JD.||Increased to 12-year growth|
|TR European Growth Trust PLC||TRG||Increased to 14-year growth|
|Young & Co’s Brewery plc||YNGA||Increased to 21-year growth|
The list contains Investment Trusts; 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.
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 October.
Dividend yield is calculated based on the 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. The Excel file limits the length to the last 15 years.
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 and unstable compared to larger FTSE-listed companies. To filter these out, you can use the index (Column C) and the Market Cap (Column O) to be more selective.
Current file version is dated 04-November-16.
04-November-16: Initial release.
The good: I’ve caught up on most of the 2016 dividend announcements. Still waiting for some to be declared in December.
The bad: There are many more companies left to research in more detail.
This is the ‘real’ November update with data from the 4th. I hope to return to more regular updates and make The List available on DividendChampions.UK on the first Sunday 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
That man is a success who has lived well, laughed often and loved much.