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Medical Device Stock’s High-Demand Customer Base Ensures Continued High-Yield

Hello and welcome to Dividend Brief, the 2-times-weekly newsletter focused on dividend investing.

Today, we will look into Fox Corp, Home Depot, and Ford, highlight a few dividend stocks worth watching as well as share companies that are about to pay a dividend in the next few days.

Top AI Stocks (Sponsored)

Trade restrictions on AI chips are shaking up the global tech landscape.

Nvidia’s exposure to China is turning into a multi-billion-dollar problem—while a new wave of U.S.-based AI companies is quietly moving in.

These under-the-radar players combine advanced AI capabilities, domestic manufacturing, and strong revenue momentum. 

Their edge? Readiness to capitalize on shifting policy winds.

Media

Fox Corp. Shakes Up Global Sports Media With Major Mexico Acquisition

Fox Corp. (NASDAQ: FOXA) is making a strategic play for international growth by acquiring Caliente TV, a sports broadcasting platform in Mexico.

The move signals Fox’s ambition to establish a stronger presence in Latin America’s rapidly growing sports market.

The company confirmed that it will launch a new pay-TV channel and SVOD platform to complement its existing AVOD service, Tubi, while producing over 3,000 hours of original sports content annually.

For Fox shareholders, this is a notable pivot that could unlock new revenue streams beyond the U.S. market.

The move deepens Fox’s foothold in live sports content, an area known to attract loyal audiences and premium ad dollars.

Anyone assessing Fox as an investment may see this as a clear signal of its focus on geographic diversification and expansion into high-growth media markets.

The strategy also helps Fox hedge against domestic market saturation and fierce streaming competition.

While execution risks exist, including regional regulatory challenges and content production demands, the expansion positions Fox to compete more effectively on a global stage.

Investor focus will likely center on how quickly Fox can turn this acquisition into meaningful earnings growth.

The market will watch closely for further international moves that build on this bold step.

FOX currently trades at $50 and pays a dividend of $0.54 per share, a yield of 1.08%.

Retail

Home Depot Sets Sights on GMS in High-Stakes Bid to Control Contractor Market

Home Depot (NYSE: HD) is taking decisive steps to expand its presence in the professional contractor market by pursuing the acquisition of GMS Inc., a major distributor of building materials across North America.

The move aligns with Home Depot’s strategy of scaling operations beyond retail stores to strengthen its footprint in large-scale construction and supply chain solutions.

GMS operates more than 320 distribution centers and 100 tool rental locations across the U.S. and Canada.

Adding this network would significantly enhance Home Depot’s capacity to serve contractors with direct access to critical building products, supporting its goal of becoming the go-to supplier for professional construction needs.

For existing stakeholders, this move demonstrates Home Depot’s determination to reinforce its leadership in a vital market segment.

The company is looking to create a vertically integrated model that enhances service, supply reliability, and pricing power, factors that could strengthen its competitive edge.

Those evaluating Home Depot as a potential investment may view this development as a sign of the company’s confidence in construction sector demand and its willingness to invest heavily in long-term growth.

The outcome of this acquisition pursuit will be a key signal of Home Depot’s execution strength and its ability to manage a competitive and fragmented building materials sector.

Home Depot’s focus remains on advancing its strategy through targeted acquisitions that support long-term operational resilience and customer value.

The GMS effort reflects a clear direction toward reinforcing supply chain depth and broadening its service portfolio for professional clients.

HD currently trades at $347 and pays a dividend of $9.20 per share, a yield of 2.65%.

Asset Repositioning (Sponsored)

A little-known financial change goes live this July—one that major institutions are quietly preparing for now.

Big Banks have found a new asset class they trust more than stocks, bonds, or even cash.

As Peter Schiff put it: “It’s now the only form of money trusted by the banking system.”

This isn’t a theory—it’s already happening and everyday investors still relying on traditional assets may be exposed.

A free, IRS-approved strategy shows how to move retirement funds into this secure, physical asset—tax-free.

Automotive

Ford's EV Ambitions Hit Speed Bump With Massive Mustang Mach-E Recall

Ford (NYSE: F) has issued a recall affecting over 197,000 Mustang Mach-E electric SUVs, covering models from 2021 to 2025.

The issue stems from a door latch defect that could leave rear passengers unable to exit the vehicle if the battery charge is low, a risk that particularly endangers children.

Owners will receive a software update at no cost, with initial notifications beginning in July and remedies anticipated by late September.

This large-scale recall underscores the growing importance of software reliability in electric vehicles (EVs).

Investors already holding Ford shares should weigh how this incident reflects Ford's ability to manage EV quality and safety at scale.

Smooth execution of the recall could help limit reputational harm, but ongoing challenges like these put added pressure on Ford's strategy in the electric vehicle space.

Those eyeing Ford as a potential investment may want to assess how these quality control issues could impact consumer trust and future market share in a crowded electric vehicle market.

Looking ahead, Ford's next steps will be crucial as it works to reassure customers and regulators while maintaining momentum in its electric vehicle rollout.

The company's ability to convert lessons from this setback into operational enhancements will influence its competitiveness in the future.

F currently trades at $10 and pays a dividend of $0.75 per share, a yield of 7.19%.

Dividend Stocks Worth Watching

T. Rowe Price (NASDAQ: TROW), a global asset manager, offers a 5.45% forward dividend yield, appealing to income investors with its strong cash flows and disciplined cost management despite market volatility. Its diversified investment offerings and consistent dividend growth, with a 34-year streak, position it as a resilient pick in the financial sector.

Hormel Foods (NYSE: HRL), a branded food company, delivers a 3.81% forward dividend yield, supported by its stable portfolio of high-demand products like SPAM and Skippy in a resilient consumer staples sector. The company’s focus on innovation and international expansion helps mitigate inflationary pressures, ensuring steady dividend payouts for investors.

Medtronic (NYSE: MDT), a global medical device leader, provides a steady 3.29% forward dividend yield, supported by its innovative product pipeline and consistent outperformance, with a 5% return year-to-date in 2025. Its tariff-exempt business model and focus on high-demand healthcare solutions make it a defensive choice for dividend-focused portfolios amid economic uncertainty.

Dividend Increases

ATNI increased its dividend payout to 27.5 cents per share, a 15% rise. Its new forward yield is 7.08%.

DRI expanded its dividend payout to $1.50 per share, a 7.1% increase. Its new forward yield is 2.69%. 

DAL improved its dividend payout to 18.75 cents per share, an increase of25%. Its new forward yield is 1.58%.

Dividend Decreases

TWO lowered its dividend payout to 39 cents per share, a cut of 13.3%. Its new dividend yield is 14.53%.

LFT slashed its dividend payout to 6 cents per share, a cut of 25%. Its new dividend yield is 9.78%.

TRAK decreased its dividend payout to 1.8 cents per share, a cut of 9.25%. Its new dividend yield is 0.36%.

Banks Buy Gold (Sponsored)

A sweeping new rule hits this July—prompting major banks to shift capital into physical gold.

It’s not a rumor—Wall Street is already treating gold like cash, ditching traditional paper assets.

Economist Peter Schiff put it bluntly: “It’s now the only form of money trusted by the banking system.”

Investors with retirement accounts tied to dollars could soon face steep losses if they fail to adjust.

Click here to get the free Gold Retirement Guide and see how to protect your wealth now.

Upcoming Dividend Payers

NXPI’s ex-dividend date for its upcoming $1.01 payout is on 6/25/25.

STX’s ex-dividend date for its upcoming $0.72 payout is on 6/25/25.

INVH’s ex-dividend date for its upcoming $0.29 payout is on 6/25/25.

Everything Else

  • Heinz is weighing in on the breakfast condiment debat amid social media chatter. 

  • JP Morgan’s integrated bond trading app plan will help the financial giant further cement its market share. 

  • Multiple companies, including Home Depot, are eyeing building product distributor GMS for a buyout bid. 

  • Middle-of-the-road restaurant stocks aren’t dead, as Olive Garden’s (owned by Darden, which just bumped its dividend) recent success demonstrates. 

  • Clean tax credits are dead in the water, potentially boosting legacy energy stocks 

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