Veritas Report on Dividends:
Mid-2025 and Prospects for 2026

-----

We recently released our Veritas Report on Dividends: Mid-2025 and Prospects for 2026 to clients, and once again, it is proving to be one of our most popular reports of the year.

The report highlights companies our analyst team thinks are best positioned to deliver robust dividend growth within each sector across our entire coverage, as well as companies with dividends we think investors should be cautious about heading into H2-F25 and F26. 

For the best yield and dividend growth companies, we generally are looking for BUY-rated stocks with meaningful yields above 3%, although there are exceptions in sectors such as Consumer Staples & Discretionary, where yields in that range with attractive dividend growth are not available. 

For the names that we are cautious about, we are not necessarily forecasting a dividend cut, only that investors need to be mindful of company-specific risks.

Our most recent report added nine new names to our recommended dividend growth list, bringing the total number of names to 22. We also removed four names.

We also added three more stocks to the caution list for a total of eight names. 

As part of our evaluation, we use our Veritas Quality Ratings to score each company on Cash Flow Sustainability, Balance Sheet Exposure, and Accounting and Disclosure (ratings out of five versus sector peers).

Our bi-annual dividend reports are part of our Base Investment Research Subscription, which also includes our V-List model portfolio, our Daily Ledger and Weekly Journal newsletters, and our Veritas Quality Rating reports. 

It is ideal for private investors and financial advisors who do not need full access to all our research or to consult with our analysts. 

.....

Please reach out to book a meeting
to learn how our research empowers investors.

-----

 

Contact Sales

 

The dividend report was our most-read report last year by our clients.

Subscribe to independent research today!

 

 

Veritas Base Subscription

We are offering our new dividend report as part of our Base Annual Subscription, designed for financial advisors and investors who don't need everything we publish (we publish about 1,000 reports, newsletters, and videos per year).

Your base subscription would include:

  • V-List: The V-List is a concentrated model portfolio of 12 to 25 Canadian companies recommended by our analysts as the best investment opportunities drawn from our firm's research. Stocks are selected based on their liquidity, lower volatility, and potential for long-term capital appreciation. Bottom-up fundamental analysis and a strict review of accounting and disclosure practices identify companies with defensible competitive advantages and the ability to generate meaningful cash flow. The V-List has outperformed the S&P/TSX Composite Index by 289 basis points (as of December 31, 2024, from inception on October 31, 2004). You can find more about our V-List and its track record here.
  • Daily Ledger: This is our daily email newsletter, which provides short executive summaries of all our recently published research, any thoughts or comments we have on the markets, and material news on the companies we cover.
  • Journal: A Friday newsletter capping the week and highlighting key points and observations from our research from the week.
  • Annual dividend report: Our Top Picks for sustainable dividend growth from our coverage list (about 85-90 companies) as well as dividend names that we are cautious about. 
  • Veritas Quality Ratings: Our Veritas Quality Ratings score each company out of 25 on five key risk metrics that have proven to affect stock price performance: Accounting, Business Operations, Corporate Governance, Balance Sheet Risk, and Cash Flow Sustainability. These Quality Ratings factor into our investment recommendations. Quality Ratings reports are 1-2 pages and also provide a summary of our investment thesis and valuation. You can find out more about them here.
  • Fact Finders: These are our CEO's video webinars/podcasts with expert guests. He does 10-12 per year. Our clients can join live and have full access to the library of more than 100 guests. After about a month, we release the replays free to the public. You can find them here.