Friday, August 2, 2013

Dividend Increase: ITW

Illinois Tool Works (ITW) is increasing its quarterly dividend by 10.5%, from $0.38 to $0.42 per share, putting the company on track for its 39th consecutive year of dividend growth (news release). Given that I own 40 shares of ITW, my quarterly dividend increases from $15.20 to $16.80 and my yield on cost becomes 3.93%. The extra $6.40 in annual dividend income raises my forward 12-month dividend total to $2,514. Thus far this year, there have been dividend increases for 21 of the 28 stocks in my portfolio.

4 comments:

  1. Nice! This is the sort of increase I was hoping for this year from ITW. Have to love it.

    Congrats on the UNP increase. Those shares have certainly treated you well, same with ITW. It's amazing you already have a 3% YOC with UNP. I may need to start looking at lower yielding opportunities.

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    1. CI: I really wish I had bought more ITW back when I started my position. My first (and only) purchase was in November 2011, before I had fully transitioned to dividend growth investing. I had been learning how to identify good dividend growth stocks and noticed ITW was a Dividend Champion and very undervalued at the time. Fast forward to now and who would have thought that it would be the stock with my largest (percentage-wise) unrealized capital gain?

      I also wish I had bought more UNP, but at the time I was strongly favoring NSC among the railroads. However, it's better to have a small position in a great stock than no position at all.

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  2. DGM,

    Good stuff. ITW has been one of my best investments so far. Great company and they just keep churning out fantastic numbers. I love it.

    Best wishes!

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    1. DM: ITW is one of those boring companies that keeps performing well year after year -- just what I like!

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