Universal Corporation (UVV) Stock Dividend Analysis
Universal Corporation (UVV), together with its subsidiaries, operates as the leaf tobacco merchants and processors worldwide. It engages in selecting, procuring, buying, processing, packing, storing, supplying, shipping, and financing leaf tobacco for sale to, or for the account of, manufacturers of consumer tobacco products. This dividend champion has raised dividends for 39 consecutive years.
Over the past decade, Universal has delivered a total return of 11.60% to shareholders.
At the same time earnings per share have grown by 1.50% on average since 2000. Analysts expect UVV to earn $5.25/share in 2010 and $5.63/share in 2011. This is an increase over the $4.32/share Universal earned in 2009. The slow growth in tobacco consumption worldwide and risk of increased taxation and regulation in the sector represent one of the major risks for the company going forward.
The annual dividend has increased by 4% annually over the past decade. A 4% growth in dividends translates into the distribution doubling every 18 years. The current quarterly dividend of $0.46/share is double what it was in 1993-1994. The latest dividend increase was for 2.20% in November 2009.
The dividend payout ratio has generally remained below 50%, with the exception of 2006 and 2007, which struck as outliers.
Overall Universal Corporation does appear to be <a href="http://www.dividendgrowthinvestor.com/2008/07/my-dividend-growth-plot-stock tickers-selection.html”>attractively valued, trading at a P/E of 9, yielding 3.90% and having an adequately covered dividend. The main problem for the company is the slow earnings growth, and concentration in the tobacco industry, which comes with its own inherent risks. I already have exposure to the tobacco sector through my position of already, Altria (MO) and Philip Morris International (PM). Though I would consider initiating a position in UVV on dips when I have superfluous cash on hand.
Full Disclosure: None
Relevant Articles:
This article was written by Dividend Growth Shareholder. If you loved this article, please vote for it by clicking the Buzz Up! button below.
Related posts brought to you by Yet Another Related Posts Plugin.
-->Filed Under Desktop Stock Ticker, stock market news | Leave a Comment
Tagged With
Comments
Leave a Reply
You must be logged in to post a comment.