This is a weekly price-based screen across the 16 tickers on the strategic-buy watchlist — ranked by distance below the trailing-12-month high, so pullbacks are easy to spot at a glance. This is a price screen, not a valuation judgment: a name near its 52-week high can still be fairly priced, and a name far below its high can be cheap for a reason. Pair it with the fundamentals before buying. Educational information only. Movers to notice this week Concrete, dated items only; earnings, dividend actions, analyst moves, M&A, litigation. Not generic market commentary. CVX Sept 9, 2026 CFO Eimear Bonner told the Barclays Energy-Power Conference the portfolio is “bigger, better and stronger than we’ve ever been,” citing plans to more than double Venezuela oil output (280,000 to 600,000+ bbl/day by 2031), $3B in structural cost cuts achieved ahead of schedule, and growth in the Permian Basin and Iraq. Shares traded near their 52-week high this week. — Benzinga ZTSOngoing, not new this week The 52%-below-high reading is real, not a data error. It reflects an extended decline tied to Librela (osteoarthritis injectable) safety concerns and an earlier guidance cut. No new dated development in the past week specifically; still worth monitoring given the size of the drawdown. — Yahoo Finance Methodology: "% below 52-week high" = (52-week high − current price) ÷ 52-week high. It's a simple, mechanical distance-from-high measure — useful for spotting pullbacks worth a second look, not a substitute for checking why a name is down (see the ZTS & RFI deep dive for what that fuller diligence looks like). This page is rebuilt fresh every Friday with that week's prices and news; the data block replaces in place, so the same link always shows the latest screen.

In addition to the entire dividend market reviews throughout the week, we will start reviewing a sub-set of dividend producing assets. I've have a list of about 16 dividend assets I want to add to over time, but I don't want to just buy whenever I happen to have cash. Instead, I want to buy when they're actually on sale. So every Friday afternoon, I'll screen and rank all of them by how far they've dropped from their 52-week high, plus flags any real news behind a move like an an earnings report or a dividend change. It's not a buy recommendation; It is to track buy opportunities on assets I have already performed my own sentimental and technical analysis on, and decided to add them, or increase, my investing position. If you would like an asset added, reach out! I can add a few more. Reminder that this is not a recommendation, it's for educational purposes!

Dividend Market Briefing — September 8, 2026 Dividend increases/cuts Campbell's (CPB) cut its dividend by 36% on September 3, citing private label competition and a push to reduce debt. Earlier in August, Wendy's (WEN) cut its payout by 50% and Papa John's (PZZA) suspended its dividend entirely, both pointing to restaurant sector strain. On the growth side, Altria (MO) raised its dividend 4.7% in August, extending its streak to 57 consecutive years, and PepsiCo logged its 54th consecutive annual increase (4%) earlier this year. No major new increase or cut announcements specific to today turned up; these are the most recent notable actions in the space. Notable moves Broad indices were softer today: S&P 500 down about 0.2%, Dow down 0.63%, Nasdaq 100 down 0.24%. Among dividend aristocrats, Target and Exxon have been standout performers in 2026 (up 58% and 37% respectively), with Exxon and Coca-Cola both up over 30% and carrying Buy ratings from Morgan Stanley and UBS. On the weaker end, Gaming and Leisure Properties (REIT) has hit new lows on gaming-industry slowdown worries, which has pushed its forward yield to nearly 7.5%, worth flagging as a real yield spike from price weakness rather than a raise. Dividend ETFs continue to hold up well versus the broad market this year: SCHD is up roughly 19% year to date versus VYM's 11%, and SCHD has overtaken VIG in assets, a sign of money rotating into quality-screened dividend strategies. SCHD's trailing yield sits near 3.3% versus VYM's 2.2%. Market context The next Fed rate decision lands September 16 (FOMC meets September 15-16), with markets roughly split on whether a hike is even on the table versus a hold, a shift from earlier expectations of further cuts. That uncertainty is relevant for REITs and utilities, both rate-sensitive sectors, though REITs have actually outperformed the broader market so far in 2026 (total return near 14.9% at midyear) even as rates stayed elevated. The S&P 500's overall dividend yield remains near multi-decade lows around 1%, with Treasury yields elevated, so income investors are increasingly leaning on quality dividend growers rather than pure yield.

Zoetis NYSE: ZTS Animal health — Currently near a five-year low on litigation risk (Librela, its osteoarthritis biologic) and a guidance cut, not on a broken business or a broken dividend. Price $77.83 Yield 2.72% Fwd P/E 12.5x TTM FCF payout 37.6% 2013 → Raised every year since IPO Free cash flow vs. dividends paid — 20 quarters Total company, $ millions · Q3 2021 – Q2 2026 Q2 2023 is a noise quarter, not a trend: operating cash flow briefly air-pocketed (working-capital timing, not a dividend problem), pushing that single quarter's payout ratio to roughly 1,018%. It snapped back under 30% the next quarter, and the two-quarter stretch in early 2022 (elevated capex, ~80% payout) resolved the same way. The TTM ratio has stayed comfortably under 40% every year since 2023. The dividend itself has grown from roughly $117M paid per quarter in late 2021 to about $223M now — an ~8%/year pace — while FCF has grown faster and more cyclically, which is why the payout ratio has trended down even as the dividend keeps rising. The real risk here doesn't look like coverage; it's Librela litigation and new competitive entrants in companion-animal pharma, which is exactly why the stock is cheap relative to its own history. Is it a buy? What's your opinion?

Dividend market briefing, September 1, 2026 Dividend increases/cuts. Intuit raised its quarterly dividend 15%, from $1.20 to $1.38 per share, announced August 25, marking 13 consecutive years of increases with a conservative 20.9% payout ratio. Emerson Electric lifted its quarterly payout to $0.555 from $0.5275 a year ago alongside raised FY26 guidance. Stewart Information Services bumped its annual dividend from $2.10 to $2.20, with the higher $0.55 quarterly payment due September 30. Bank of America's 14% increase to $0.32 per share (announced in July) goes record-date September 4 and pays September 25, worth flagging since it hits shareholder accounts this month. No major new dividend cuts or suspensions surfaced in the past day; the most recent cuts on record (FS KKR Capital, Camping World) date back to February and aren't new news. Notable moves. The most remarkable shift for income investors right now is on the rates side, not the equity side: the 10-year Treasury yield climbed to 4.79% on September 1, its highest level since January 2025, up for a fifth straight session on rising oil prices and reduced odds of Fed easing. That matters directly for yield-sensitive names, since rising long rates typically pressure REITs and utilities by raising the discount rate on their cash flows and making bonds more competitive with dividend yields. On the ETF side, the Dividend Aristocrats fund NOBL is down about 1.33% for the week, continuing to trail SCHD, which is up 27.88% year to date versus NOBL's 12.90%, largely on SCHD's heavier energy weighting. Energy dividend payers such as Chevron, EOG Resources, and Devon Energy have been the standout gainers as oil jumped roughly 3.5% (Brent near $91, WTI near $86) following fresh US strikes on an Iranian target in the Strait of Hormuz and Iranian retaliation, a genuine wildcard for energy-heavy dividend portfolios if the conflict escalates further. Market context. Broader sentiment opened September cautiously, with Dow futures down about 335 points (0.6%) on the Iran news and elevated bond yields. Fed rate expectations are mixed across sources: CME futures markets show odds shifting toward a possible hike this month given the inflation risk from oil, while Goldman Sachs still expects the Fed to hold at 3.50 to 3.75% through year end with any cuts pushed to 2027. Either way, a higher-for-longer rate backdrop is the headwind to watch for yield-heavy sectors like utilities, REITs, and financials over the next few weeks.