The UK Dividend Champions October 2015 list is now available at DividendChampions.UK.
One Dividend Champion, three Dividend Contenders and three Dividend Challengers were dismissed this month. Eight companies were promoted and two newcomers joined the list.
Here’s an overview of the changes in the Calendar Year List this month – there’s a net loss of five companies as seven were removed and two were added.
|Champions (25+ years)||10 -1||11|
|Contenders (10-24 years)||62 -2||64|
|Challengers (5-9 years)||130 +3||127|
|Near-Challengers (4 years)||64 -5||69|
This section shows the companies organized into their stock sectors and the changes in each category from last month.
|Consumer Services||1||10||23 +2||12 -2||46|
|Financials||1||13 -1||29 +1||17 -3||60|
|Health Care||0||3||7||2 +1||12|
|Industrials||4 -1||22 +1||35||20 -2||81|
|Oil & Gas||0||2 -1||1||3 +1||6|
New Entries & Promotions
The following companies are either added to the list or else gained a rank.
|Ashtead Group||AHT||Promoted to Contender (10)|
|Bank of Georgia Holdings||BGEO||Promoted to Challenger (5)|
|Berendsen||BRSN||Promoted to Challenger (5)|
|Hammerson||HMSO||Promoted to Challenger (5)|
|London & St Lawrence Investment Company||LSLI||Promoted to Challenger (5)|
|National Express Group||NEX||Promoted to Challenger (5)|
|Reed Elsevier||REL||Promoted to Challenger (5)|
|Smiths Group||SMIN||Promoted to Challenger (5)|
|Wood Group (John)||WG.||New Near-Challenger (4)|
|Hikma Pharmaceuticals||HIK||New Near-Challenger (4)|
Companies removed from the list
|Admiral Group||ADM||Contender (10)||Dividend Freeze|
|AMEC Foster Wheeler||AMFW||Contender (18)||Dividend Freeze on a CY basis. They remain in the FY list as a Dividend Contender (19) because FY2015 is not yet complete.|
|Centrica||CNA||Contender (16)||Dividend Cut|
|IG Group Holdings||IGG||Challenger (9)||Dividend Freeze|
|Kier Group||KIE||Challenger (5)||Dividend Freeze. Still looking into Kier as I’ve not fully analyzed the effects of their rights issue this year.|
|Standard Life||SL.||Challenger (8)||Standard Life had a reverse stock split earlier this year. The dividend was reduced when that’s taken into account.|
|Weir Group||WEIR||Champion (25)||Dividend Cut on a CY basis. They remain in the FY list as a Dividend Champion (26) since their FY2015 is not complete.|
Financial Year Rankings
The Financial Year List isn’t as complete as the Calendar Year List, but it’s increasing as I research companies.
|Dividend Growth 25+ years||12||12|
|Dividend Growth 10-24 Years||62||62|
|Dividend Growth 5-9 Years||41+1||40|
|Dividend Growth 1 to 4 Years||34-1||35|
New FY Entries
No new companies were added to the FY list this month.
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.
- None at present.
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 3rd October.
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.
None at present. Current file version is dated 04-Oct-15.
04-Oct-15: Initial release.
I didn’t post about last month’s update; the changes were fairly minor and the List contains the details of what changed. This month it’s a different story as I’ve improved some of the backend processing to include more 2015 dividend increases. Since the list is based on Calendar Year then some dividend updates won’t be complete until December, but a number of companies have declared their last dividend this year and are now shown.
I’m working on a couple of things relating to the List and DividendChampions.UK:
- Reduce the dividends per year to a rolling 10+1 range in the Excel file. To keep the size of the file manageable, I think it’s sufficient to show the dividends for the current year and the previous ten. Full data will still be available on the website.
- Make some kind of “Dividend Watch” list to flag companies which lower / freeze their first dividend of the year from the previous year.
Well that’s it for October. 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
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.