2019年5月4日土曜日

記事

ダウ高配当銘柄の増配率推移

ダウ銘柄にて、年間配当率と増配率推移の関係を確認したく下記の表を作成。
緑背景は、10%以上の増配率。

低配当銘柄(上段)だと通年して緑背景が多く、
高配当(下段)だと緑背景が2016年以降減少している。

この表だけをみると、高配当ダウ銘柄の増配率に今後期待はできない感じ。
年間
配当率
銘柄 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 増配率
平均
増配率
中央値
0.62% V 20.00% 46.67% 50.00% 21.21% 20.00% 16.67% 17.86% 18.18% 28.21%
26.53% 20.00%
1.03% NKE 24.00% 16.13% 16.67% 14.29% 16.67% 14.29% 12.50% 11.11% 10.00%
15.07% 14.29%
1.27% UTX 10.39% 12.94% 11.46% 10.28% 0.00% 8.47% 3.13% 6.06% 5.00%
7.53% 8.47%
1.31% AXP 0.00% 0.00% 11.11% 15.00% 13.04% 11.54% 10.34% 9.38% 11.43%
9.09% 11.11%
1.31% DIS 14.29% 50.00% 25.00% 14.67% 29.65% 18.39% 7.58% 9.86% 12.82%
20.25% 14.67%
1.43% MSFT 23.08% 25.00% 15.00% 21.74% 10.71% 16.13% 8.33% 7.69% 9.52%
15.25% 15.00%
1.45% AAPL


15.79% 6.82% 10.64% 9.62% 10.53% 15.87% 5.48% 10.68% 10.53%
1.55% UNH 316.67% 30.00% 30.77% 31.76% 33.93% 33.33% 25.00% 20.00% 20.00%
60.16% 30.77%
1.64% GS 0.00% 0.00% 42.86% 10.00% 9.09% 8.33% 0.00% 15.38% 6.67% 6.25% 9.86% 7.50%
2.08% WMT 11.01% 20.66% 8.90% 18.24% 2.13% 2.08% 2.04% 2.00% 1.96% 1.92% 7.09% 2.11%
2.19% BA 0.00% 0.00% 4.76% 10.23% 50.52% 24.66% 19.78% 30.28% 20.42% 20.18% 18.08% 19.98%
2.29% TRV 9.09% 13.89% 12.20% 8.70% 10.00% 10.91% 9.84% 7.46% 6.94% 6.49% 9.55% 9.46%
2.35% MCD 10.91% 14.75% 10.00% 5.19% 4.94% 4.71% 5.62% 7.45% 14.85%
8.71% 7.45%
2.47% INTC 12.50% 33.33% 7.14% 0.00% 0.00% 6.67% 8.33% 4.81% 10.09% 6.67% 8.95% 6.90%
2.55% CSCO

133.33% 21.43% 11.76% 10.53% 23.81% 11.54% 13.79% 6.06% 29.03% 12.78%
2.68% JNJ 10.20% 5.56% 7.02% 8.20% 6.06% 7.14% 6.67% 5.00% 7.14% 5.56% 6.85% 6.84%
2.71% HD 5.00% 22.75% 0.00% 34.48% 20.51% 25.53% 16.95% 28.99% 15.73% 32.04% 20.20% 21.63%
2.75% MRK 0.00% 10.53% 2.38% 2.33% 2.27% 2.22% 2.17% 2.13% 14.58%
4.29% 2.27%
2.76% JPM 0.00% 400.00% 20.00% 26.67% 5.26% 10.00% 9.09% 16.67% 42.86%
58.95% 16.67%
2.81% PG 9.50% 8.97% 7.05% 7.03% 7.00% 3.00% 1.00% 3.00% 4.00% 4.00% 5.45% 5.50%
2.96% CAT 4.76% 4.55% 13.04% 15.38% 16.67% 10.00% 0.00% 1.30% 10.26% 19.77% 9.57% 10.13%
3.11% MMM 2.94% 4.76% 7.27% 7.63% 34.65% 19.88% 8.29% 5.86% 15.74% 5.88% 11.29% 7.45%
3.25% WBA 27.27% 28.57% 22.22% 14.55% 7.14% 6.67% 4.17% 6.67% 10.00%
14.14% 10.00%
3.28% KO 7.32% 6.82% 8.51% 9.80% 8.93% 8.20% 6.06% 5.71% 5.41% 2.56% 6.93% 7.07%
3.48% PFE 12.50% 11.11% 10.00% 9.09% 8.33% 7.69% 7.14% 6.67% 6.25% 5.88% 8.47% 8.01%
4.06% CVX 5.88% 12.50% 11.11% 11.11% 7.00% 0.00% 0.93% 0.00% 3.70% 6.25% 5.85% 6.07%
4.21% VZ 2.63% 2.56% 3.00% 2.91% 3.77% 2.73% 2.21% 2.16% 2.12%
2.68% 2.63%
4.49% XOM 4.76% 6.82% 21.28% 10.53% 9.52% 5.80% 2.74% 2.67% 6.49% 6.10% 7.67% 6.30%
4.62% IBM 18.18% 15.38% 13.33% 11.76% 15.79% 18.18% 7.69% 7.14% 4.67% 3.18% 11.53% 12.55%
2.51% 平均 20.85% 29.79% 18.76% 13.45% 12.83% 11.19% 8.24% 9.16% 11.60% 8.49% 14.82% 10.83%
※手作業で作成した数値なので、保証はできません。

高配当(4%以上)ダウ銘柄のCVX、VZ、XOM、IBMの2016年以降の増配率が10%未満。
とくに、IBMの増配率は2016年以降減少傾向、CVX、XOMは2017年以降上昇傾向。

低配当(2%未満)ダウ銘柄V、NKE、UNHは9年間10%以上の増配率をキープ。
中配当銘柄のBA、HDの2013年以降、増配率10%以上をキープ。

ハイテク銘柄のMSFT、AAPLは低配当だが、
増配率はオールド企業のBAより劣っている。

まぁ、高配当で連続増配率の高い銘柄があれば、
いずれ、株価が高くなって低配当銘柄になることも考えられるから、
そんなおいしい銘柄はないということだなぁ。



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