- Dividend Brief
- Posts
- $369M Banking Shake-Up Hits Texas and Florida
$369M Banking Shake-Up Hits Texas and Florida
A century-old Texas bank is being scooped up in a $369M deal that promises fresh jobs, deeper community ties, and a bigger footprint across the Lone Star State and Florida.
One of Texas's best-known regional banks is changing hands in a $369 million deal.
The move is set to boost growth, create jobs, and expand services across Texas and Florida – while likely increasing your returns if you've already invested.

Secure Free Access (Sponsored)
Most traders panic when markets plunge.
But for a select few, those days bring the biggest opportunities.
A proven “Shockwave” setup has shown the potential for overnight flips of 88%, 109%, even 157%—all by using a 15-minute trading window Wall Street overlooks.
Now, for the first time, you can see how this strategy works at the FREE Fed Shockwave LIVE Summit on Wednesday, September 24 at 2 p.m. ET.
Legendary trader Bryan Bottarelli will walk you through the exact setup—and show how everyday traders have used it to turn small stakes into eye-popping gains.
Seats are limited, and the next Shockwave could be right around the corner.
Click Here to Reserve Your FREE Spot for the Fed Shockwave Summit

Never Miss a Stock Recommendation Again!
We now send our dividend picks right to your phone via text, so you’ll get the same actionable moves without having to open your inbox.

Media
Fox and Meta: From Newsroom to Neural Nets

Fox Corp (NASDAQ: FOX) is in talks with Meta (NASDAQ: META) about licensing live news and sports coverage to feed Meta’s AI models. It’s the kind of early conversation that could turn into a whole new income stream without Fox changing what it already does.
For a company that went all-in on live content after selling its entertainment arm to Disney, this is exactly the sort of payoff strategy it’s been waiting for.
When Live Coverage Becomes Training Data
Fox owns the kind of content AI players crave: sports people scream at live, and news people actually tune into in real time. If Meta cuts a check for that pipeline, Fox starts monetizing the same coverage twice.
With margins already strong at 19 percent operating and 23 percent EBITDA, adding licensing revenue is like throwing gasoline on a fire that’s already burning.
The Deal That Could Change the Game
Right now, it’s only talks, but formal deals would turn Fox’s “live-first” playbook into an AI licensing machine. That would reinforce the moat around Fox Sports, Fox News, and even Tubi.
If the talks land, this won’t just be about streaming anymore. It’ll be about Fox proving that real-time content is just as valuable in the AI world as it is on cable.
FOX currently trades at $54 and pays a dividend of $0.55 per share, a yield of 1.02%.

Healthcare
Can J&J Turn 100% Trial Success Into Billions?

Johnson & Johnson (NYSE: JNJ) just lit up the oncology world. The Tecvayli and Darzalex Faspro combination achieved a 100 percent response rate in a mid-stage multiple myeloma trial.
By round six, 86 percent of patients had no detectable disease. That's the kind of result that can turn a lab project into a multibillion-dollar revenue stream.
When the Lab Turns Into a Cash Machine
Cancer drugs aren't cheap, and the ones that actually work become cash cows overnight. J&J just showed it has one of those in the pipeline.
Competitors like Roche and Novartis won't take this quietly, but J&J suddenly looks like the one to beat in this cancer space.
Safe Stock With a Wildcard
JNJ already trades at a cheap multiple for a healthcare giant, and the dividend keeps paying like clockwork. That's the "safe" part. Now add in a therapy with game-changing trial data, and it looks less like a sleepy blue chip and more like a heavyweight with knockout power.
J&J is the kind of stock that pays the bills while keeping a lottery ticket tucked in the drawer. Not many names on the market can pull that off.
JNJ currently trades at $175 and pays a dividend of $5.20 per share, a yield of 2.97%.

Hidden Gems Inside (Sponsored)
Imagine looking back a year from now and realizing you passed on five stocks with breakout potential.
That’s exactly what you’ll find inside the 5 Stocks Set to Double special report.
These aren’t random picks — they’ve been filtered from thousands to spotlight the few with the best chance at +100% or more in the coming year.
Past editions have uncovered life-changing moves, up to +673%¹.
Free access ends tonight, and when it’s gone, it’s gone.
Don’t let this be the one you regret missing.
[Download your free copy now]
*This free resource is being sent by Zacks. We identify investment resources you may choose to use in making your own decisions. Use of this resource is subject to the Zacks Terms of Service.
*Past performance is no guarantee of future results. Investing involves risk. This material does not constitute investment, legal, accounting, or tax advice. Zacks Investment Research is not a licensed dealer, broker, or investment adviser.

Asset Management
The World’s Top Money Manager Just Told You Where the Next Rally Lives

BlackRock (NYSE: BLK) just made a move that only a $10 trillion asset manager can pull off. The firm reweighted $185 billion worth of its model portfolios, dialing back on sleepy international markets and plowing heavier into U.S. stocks and AI funds. That’s not a tweak, that’s a neon sign telling the world where the next wave of money is headed.
When the World’s Biggest Wallet Picks Favorites
Here’s what changed: BlackRock is now overweight U.S. equities by 2%, backing an earnings rally that’s been running at 11% since late 2024.
By contrast, the rest of the developed world is limping along at 2%. Translation? Why settle for crumbs when the U.S. table is full?
ETF flows tell the same story. The iShares S&P 100 ETF (OEF) saw a record $3.4 billion intake in a single day, while IVV pulled in another $2.3 billion. On the flip side, older “general tech” ETFs bled billions as the new AI Innovation fund hoovered up $1.4 billion.
The Market Just Got a New GPS
This isn’t a random shuffle. It’s BlackRock showing its hand: AI and U.S. earnings power are the themes to ride. Anyone ignoring that signal risks watching the next leg of growth
leave the station without them.
BLK currently trades at $1,133 and pays a dividend of $20.84 per share, a yield of 1.84%.

Dividend Stocks Worth Watching
National Bank Holdings Corp (NYSE: NBHC) will acquire Vista Bank, which has operations in Texas and Florida, in a $369.1 million deal.
A commercial bank founded in 1912, Vista is particularly known for its presence in the Dallas-Fort Worth area. NBHC states that the merger will enable it to strengthen its presence in the region, create new job opportunities, and expand its commercial and business banking services.
The current Vista Ceo, John D. Steinmetz, will stay with the company to oversee Texas operations. Vista shareholders will receive approximately $84.8 million of cash consideration when the deal is finalized.
NBHC pays a 30-cent dividend with a 2.90% yield.
ReposiTrak (NYSE: TRAK) will add 39 additional food distributors and importers to its food traceability and regulatory compliance network. The new firms include a confectionery company, a specialty food distributor, and a refrigerated dinner sides and breakfast items producer and distributor.
Each of the network’s new additions will use the ReposiTrak Traceability Network to share critical food traceability data with retailers and other customers. Onboarding to the Network allows the food business to stay compliant, retain tight operational control, and boost sales.
ReposiTrak is the largest food traceability and regulatory compliance network in the world. The small-cap recently increased its dividend by 10.2% and has a 69% price target upside.
T-Mobile (NYSE: TMUS) is rapidly expanding a new service to enable subscribers to send text messages and contact emergency services outside of cellular coverage areas. T-Satellite initially planned to allow more apps to use data on the Starlink network from October, but has reached its target earlier than planned with the addition of several new Android and iOS apps.
The new apps include mapping, fitness, weather, and location-sharing utilities, with connectivity made possible through engineering relationships with Apple and Google.

Dividend Increases
PM has boosted its dividend payment to $1.47, an 8.89% rise. Its new yield is 3.64%.
TXN has lifted its dividend payment to $1.42, a 4.41% increase. Its new yield is 3.13%.
TMUS has increased its dividend payment to $1.02, a rise of 15.91%. Its new yield is 1.7%.
Dividend Decreases
CHMI has trimmed its dividend payment to 10 cents, a reduction of 33.3%. Its new yield is 15.27%.
FMET has cut its dividend payment to 27 cents, a drop of 64.94%. Its new yield is 0.28%.
FDFF has reduced its dividend payment to 6 cents, a decline of 60.25%. Its new yield is 0.67%.

Volatility Edge Now (Sponsored)
The final quarter of 2025 will create two groups of people: those who watched their portfolios stagnate (or worse), and those who capitalized on the coming volatility.
Which group will you be in?
Our new report reveals 7 stocks positioned to thrive in the chaos, with specific entry and exit price targets for each.
This is your blueprint to potentially turn market uncertainty into your biggest advantage of the year.
The market's final big move of 2025 is coming.
By the time it's obvious, it will be too late.
Don't get left behind.
Get Your FREE Q4 Stocks Advantage Report Now!

Poll: Which dystopian money future feels most likely? |

Upcoming Dividend Payers
LHX’s ex-dividend date for the forthcoming $1.20 payment is 09/22/25.
TPR’s ex-dividend date for the forthcoming 20-cent payment is 09/22/25.
BLK’s ex-dividend date for the forthcoming $5.21 payment is 09/23/25.

Everything Else
Campbell’s Chunky has launched two new soups for winter in collaboration with beer company, Pabst Blue Ribbon. The two new beer-flavored soups will be available exclusively at Walmart.
Insurance broker Marsh McLennan has appointed Renee McGowan to the role of Chief Commercial Officer as it targets faster growth outside of the USA.
Goldman Sachs and asset manager T. Rowe Price will roll out new alternative investment products for wealthy clients this year, following the recent confirmation of their partnership.
Interior and exterior architectural designer and manufacturer, Armstrong World Industries, Inc., has agreed to buy Canadian firm, Geometrik Manufacturing Inc., to expand its portfolio of sought-after wood products.

That’s all for today’s edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com