Wednesday, January 7, 2026

The Great Dividend Predictor

Shield

AN OXFORD CLUB PUBLICATION

Loyal reader since March 2025

Wealthy Retirement

SPONSORED

This Could Be Elon’s Final (and Richest) Project

The $200 Trillion Opportunity
 

Most people will miss out.

But there’s a backdoor ticker symbol that gets you a stake. Click here and discover how to get exposure now…

The Great Dividend Predictor

Marc Lichtenfeld, Chief Income Strategist, The Oxford Club

Marc Lichtenfeld

"Oops, I did it again"
- Britney Spears

In 2025, Safety Net was once again an excellent resource for evaluating the safety of a company's dividend.

During the year, 10 stocks were rated "A" for dividend safety. None of them cut their dividends. In fact, since 2023, not one of the 29 "A"-rated stocks has lowered its payout within a year after we evaluated it.

Even more impressive, 50% of 2025's "A"-rated stocks boosted their dividends during the year, including Iron Mountain (NYSE: IRM), which raised its dividend by 10% six months after my "A" rating was released, Delek Logistics Partners (NYSE: DKL), which raised its distribution each quarter, and MPLX (NYSE: MPLX), which hiked its payout by 12% less than a week after I gave it an "A" rating.

I only gave four stocks a "B" for dividend safety in 2025, but two of them boosted their dividends, while the other two kept them the same. There were no cuts.

Energy Transfer (NYSE: ET) was rated "B" in April and raised its distribution every quarter in 2025.

There were seven stocks whose dividends were considered to have a moderate risk of being cut, receiving a "C" rating. Two raised their dividends; two cut them. The average change to the dividend of those seven stocks was -10.6%.

There were a handful of cuts among the "D" and "F"-rated stocks as well. We gave 12 stocks a "D" grade, and 17 others were rated "F." Two out of the 12 "D"s lowered their dividends, while three out of the 17 "F"s did so.

"D"-rated stocks had the biggest average drop at 12.4%. "F"-rated stocks only saw a 6.4% average decline, but that number is skewed a bit by one variable dividend that saw a sizable - yet likely temporary - increase.

SPONSORED

Elon Musk Predicts MAJOR Crisis in Trump's First Year

Trump and Elon Musk
 

"This is Shocking to Me!" - Donald Trump

See Why Investors are Pouring Mountains of Cash into Certain Companies Trump Wants to Solve the Problem.

Back in February, Stellantis (NYSE: STLA) slashed its dividend by more than 50% a week after I issued a "D" rating on the stock.

Advanced Flower Capital's (Nasdaq: AFCG) dividend wilted in 2025. After I gave it a "D" rating, management proved me right by cutting the dividend twice and then skipping it altogether in the fourth quarter.

In June, Research Analyst John Oravec said there was a strong likelihood that OFS Capital (Nasdaq: OFS) would "have a repeat of 2020 with a cut coming down the line" before slapping the stock with an "F" rating. The dividend was cut in half in December.

All in all, it was another terrific year for Safety Net.

Chart: Safety Net Kept You Safe Again in 2025
View larger image
 

Thanks to all of you who submitted requests for stocks to be evaluated in the Safety Net column. Keep them coming!

If you have a stock you'd like me to write about in Safety Net, click the button below and drop the ticker in the comments section.

What Stock Should I Evaluate Next?

Good investing,

Marc

5 Dividend Stocks to Buy Now. Free Inside.

Is Your Portfolio Ready for the Gold Boom? Find Out How to Prepare Now!

New IPO Signs MAJOR Deal with Apple Until 2040. Will It Be the Next Trillion Dollar Company?

SPONSORED

Get Marc's Top 5 Dividend Stocks (FREE PICKS)

World-renowned income expert Marc Lichtenfeld just released his Ultimate Dividend Package. Inside, you'll find his TOP FIVE dividend stocks right now.

And today, he's giving you this package... completely free of charge!

To get your FREE dividend recommendations, click here now.

No comments:

Page List

Blog Archive

Search This Blog

The only factory making America’s new “AI Metal”

Without this material, AI data centers could be crushed by energy costs. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ...