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This Dividend Player Has Just Secured Its Next Growth Engine
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Big Pharma
Pfizer Went Shopping and Came Home With a Whole New Future
Pfizer (NYSE: PFE) dropped ten billion dollars on Metsera and suddenly looks hungry again. The company has been waiting for a spark, and this deal gives it a real one.
Metsera brings a once-monthly weight loss drug that could make life easier for millions. You can tell people will pay attention when a simple routine becomes possible.
A New Player Enters Loudly
Pfizer gets access to late-stage drugs that already look promising. The timing feels perfect because the weight loss world keeps growing by the day.
Novo Nordisk and Eli Lilly have been ruling this space for years, and Pfizer finally has something strong to bring to the table. You might enjoy watching a new rivalry form because fresh competition always makes things fun.
Pfizer Wants Its Groove Back
The company has been trying to move past its slow post-pandemic stretch. A bold move like this gives it a chance to rebuild excitement fast.
People love simple, effective health options, so Pfizer now gets to chase a trend that is only getting bigger. You may want to keep an eye on this because bold swings often lead to the best stories. Pfizer didn’t tiptoe in; it jumped straight into the spotlight.
PFE currently trades at $25 and pays a dividend of $1.72 per share, a yield of 6.84%.
Global Investing
Europe Called, BlackRock Showed Up With a Giant Check
BlackRock (NYSE: BLK) is closing in on a huge partnership with ACS Group (BME: ACS) to build next-generation data centers across Europe. The plan hands BlackRock half the division and a front seat in one of the fastest-growing tech explosions on the planet.
ACS expects to fuel the build with billions in long-term financing and steady equity over the coming years. You can already sense how loud this market is becoming, as every major company seeks to expand its power and capabilities for running AI models.
Europe Just Hit Turbo Mode
AI demand continues to rise across the continent, outpacing developers' ability to build new sites. Major platforms continue to push for stronger grids, larger rooms, and uninterrupted energy to keep training running.
GIP, BlackRock’s infrastructure arm, has been in the spotlight lately after joining the $40 billion Aligned deal with Microsoft and Nvidia. You might notice that BlackRock keeps showing up wherever the AI world looks the most intense.
BlackRock Wants All the Voltage
AI infrastructure spending may reach $400 billion this year, and the need for power-dense buildings continues to rise. Companies that control these facilities could ultimately shape entire digital economies.
BlackRock views these centers as long-term investments that generate steady income and significant influence. You might enjoy watching how far the company pushes its boundaries, as the race for AI power has barely begun. BlackRock just stepped into Europe’s AI arena like someone flipping every switch to max.
BLK currently trades at $1,060 and pays a dividend of $20.84 per share, a yield of 1.97%.
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Food & Beverage
The Snack Giant Starts a Sweeping Transformation Across America
PepsiCo (NASDAQ: PEP) is cutting deep into its U.S. snack operations with serious force. The company shut more Frito-Lay plants as part of a nationwide cleanup that signals a new chapter.
Executives want smoother factories and lower costs so fresh products actually have room to grow. Snack habits are changing fast as shoppers search for new favorites.
Shelves Getting Wild Again
North American shoppers are reaching for cheaper store brands and
healthier bites. PepsiCo needs sharper moves because old classics no longer carry the same spark.
Global performance remains steady, while the U.S. market continues to push harder with every shift in taste. You might notice how quickly these trends force companies to rethink everything they used to rely on.
A Reset With Real Firepower
The company is rolling out new flavors, faster packaging, and tighter supply lines to get ahead. A leaner structure lets PepsiCo react instantly when you switch what ends up in your basket.
Rivals are also trimming capacity, which gives PepsiCo a real chance to jump ahead with cleaner execution. A refreshed lineup could bring a wave of momentum that you end up seeing everywhere by year’s end. PepsiCo just stomped on the old playbook and walked into a louder future with both hands open.
PEP currently trades at $144 and pays a dividend of $5.69 per share, a yield of 3.95%.
Dividend Stocks Worth Watching
Merck & Co., Inc. (NYSE: MCK) has announced its acquisition of Cidara Therapeutics (NYSE: CDTX). The $9.2 billion takeover comes as MCK faces the upcoming loss of patent exclusivity for the cancer drug Keytruda. In its acquisition of CDTX, it will gain access to Cidara’s experimental flu drug, which could replace its 2028 patent expiration. Candidate CD388 is currently in stage three trials and is seen as an important driver of growth into the next decade for MCK.
Investors have reacted favorably to the news, with shares in both companies climbing following the announcement. The deal is expected to close early next year.
MCK currently pays an 81-cent quarterly dividend, yielding 3.43%.
Cisco Systems, Inc. (NYSE: CSCO) is no stranger to the power of AI, and it is now riding that potential into a new year of progress. The technology firm has raised its 2026 forecast on hopes that it will capture a larger share of AI spending over the next 12 months. It expects sales of around $61 billion in the fiscal year ending in July, $1 billion higher than previously expected. It also expects earnings per share to rise, with management forecasting a comfortable revenue beat to round out the year.
CSCO currently pays a 41-cent dividend, with a yield of 2.09%.
PepsiCo, Inc. (NYSE: PEP) has given a first look at its ‘colorless’ Cheetos and Doritos snack products, which are now in production without artificial flavors or dyes. The newly formulated products have been nicknamed Simply NKD. The new, healthier bites will be available in Doritos Nacho Cheese and Cool Ranch flavors, and Cheetos Puffs and Flamin' Hot flavors from December 01, but are available for pre-order now.
The move to recreate some of its best-selling products without artificial colors and dyes comes amid growing government pressure and a shift in consumer priorities. PepsiCo has teased additional changes as it strives to regain market share, hinting "If we can reinvent Doritos and Cheetos, imagine what’s next," in a press release.
PEP currently pays a $1.42 dividend, yielding 3.92%.
Dividend Increases
PAAS has increased its dividend to 14 cents, up 16.67%. Its new yield is 1.46%.
MFC has lifted its dividend to 44 cents, an increase of 37.53%. Its new yield is 5.12%.
SHIP has boosted its dividend to 13 cents, a lift of 160%. Its new yield is 5.63%.
ECO has raised its dividend to 75 cents, a 7.04% increase. Its new yield is 8.42%.
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Upcoming Dividend Payers
PG’s ex-dividend date for the forthcoming $1.06 payment is 11/17/25.
OHI’s ex-dividend date for the forthcoming 67-cent payment is 11/17/25.
ABT’s ex-dividend date for the forthcoming 59-cent payment is 11/17/25.
CARR’s ex-dividend date for the forthcoming 22-cent payment is 11/18/25.
Everything Else
Walmart CEO Doug McMillon will step down on January 31, 2006, after a decade at the helm of the world's largest retailer. He will be succeeded by the current head of U.S. operations, John Furner.
Verizon chairman Mark Bertolini says the company must do things differently if it is to thrive under new CEO, Dan Schulman.
PayPal has relaunched its offering in the UK this week, with British shoppers now able to access the PayPal+ loyalty program, as well as PayPal Debit and Credit Cards.
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