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This Hidden East Coast Energy Play is Upgrading Power Delivery. Could It Power Up Your Portfolio?
This U.S. energy company is quietly upgrading pipelines and substations, building a more resilient power grid. Investors may find a big opportunity in its push for innovation and growth.
Investors looking for steady income and long-term growth should keep an eye on this U.S. energy company quietly transforming the way power reaches millions of homes.
With major infrastructure upgrades underway, this infrastructure hero is laying the groundwork for a more resilient and innovative energy future.

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Real Estate
Simon Property Group Shows Strategic Resilience With Diversification and Redevelopment Push

Simon Property Group (NYSE: SPG) continues to stand out in the retail real estate sector by adapting its portfolio to address e-commerce pressures and shifting consumer behavior. The company’s Q2 2025 results showed 4.8% year-over-year growth in funds from operations (FFO) per share, along with a 95.7% occupancy rate, supported by omnichannel initiatives and luxury brand partnerships.
For equity holders, these results highlight the effectiveness of SPG’s pivot from reliance on traditional tenants to a more diversified mix that includes luxury retail, wellness, and tech-integrated experiences. By embedding digital tools, such as augmented reality, into physical locations and investing in digital platforms like Rue Gilt Groupe, SPG is positioning itself at the intersection of online and offline commerce.
This dual-channel strategy reinforces revenue stability while creating growth opportunities in an otherwise pressured retail environment. Those considering an entry position should note how SPG’s $8 billion in redevelopment projects align with long-term urbanization and lifestyle trends.
Mixed-use properties that integrate retail with residential, hotels, and entertainment not only support higher occupancy but also create durable demand drivers. For shareholders, the company’s resilience indicates that scale, diversification, and innovation continue to be decisive advantages in retail real estate.
SPG currently trades at $179.00 and pays a dividend of $8.60 per share, a yield of 4.79%

Logistics
UPS Resolves Teamsters Disputes, Focuses on $3.5B Cost Cuts to Protect Margins

United Parcel Service (NYSE: UPS) has finalized several labor settlements with the International Brotherhood of Teamsters, addressing long-standing workplace and seniority grievances that had raised the risk of disruptive strikes at major hubs in Louisville and Chicago. The agreements ease immediate operational uncertainty across UPS’s logistics network, ensuring continuity at critical points in the U.S. delivery chain.
For shareholders, the settlements are a double-edged development. On one hand, resolving disputes reduces the probability of near-term disruptions that could have undermined customer confidence and eroded revenue. On the other hand, higher labor costs tied to new contracts will weigh on operating margins in the short term, adding pressure to an already complex cost structure. This makes execution of UPS’s broader cost-reduction initiatives more vital.
Those evaluating a new position should focus on the company’s reaffirmed plan to capture $3.5 billion in annual savings through network reconfiguration and automation. These measures are designed to offset both rising labor expenses and shifting delivery volumes from large clients such as Amazon.
The settlements demonstrate UPS’s ability to manage labor risk at scale, while reinforcing that efficiency and margin discipline remain central to its long-term investment case.
UPS currently trades at $87 and pays a dividend of $6.56 per share, a yield of 7.51%.

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Restaurants
McDonald’s Targets Starbucks With Nationwide Iced Drink Expansion

McDonald’s (NYSE: MCD) is introducing a new lineup of iced drinks across more than 500 U.S. restaurants, featuring nearly 10 specialty beverages, including Creamy Vanilla Cold Brew and Strawberry Watermelon Refresher. The expansion reflects lessons drawn from the company’s CosMc’s experiment, which tested bold flavors and premium cold beverages before closing earlier this year.
For shareholders, the launch highlights McDonald’s effort to grow beyond its traditional menu by pushing deeper into beverages. This category carries higher margins and has been a major driver for Starbucks.
Specialty cold drinks increase average check sizes without requiring significant changes to kitchen operations, providing the company with a relatively efficient path to incremental sales. That efficiency matters as the broader fast-food sector faces traffic headwinds and tighter consumer budgets.
Those evaluating an entry position should note how McDonald’s is applying a disciplined test-and-scale approach. By leveraging customer data from CosMc’s, the company reduces execution risk while signaling a willingness to invest in areas with long-term competitive payoff. The initiative also diversifies revenue streams, protecting against overreliance on core food offerings in slower periods.
The rollout of iced drinks underscores McDonald’s ability to adapt to shifting consumer demand, while reinforcing its positioning as both an income-generating dividend stock and a defensive growth play in the consumer staples sector.
MCD currently trades at $312 and pays a dividend of $7.08 per share, a yield of 2.27%.

Dividend Stocks Worth Watching
PPL Corporation (NYSE: PPL) is a Pennsylvania-based U.S. energy company that provides electricity and natural gas to more than 3.6 million customers in the U.S. The company focuses on building more innovative, resilient, and dynamic power grids, as well as advancing sustainable energy solutions nationwide.
Rhode Island Energy (RIE), which is part of the PPL family, is making a series of investments to upgrade its energy infrastructure. Works include replacing a 50-year-old, two-mile-long pipeline, expanding an electric substation, and a $9 million pipeline upgrade in Providence.
PPL pays a 27-cent dividend with a yield of 2.98%.
Realty Income Corp. (NYSE: O), also known as The Monthly Dividend Company, celebrated 25 years on the New York Stock Exchange this month. The last two and a half decades have been a period of enormous transformation for O, with the company’s portfolio growing from 630 properties to more than 5,900 properties and its total market capitalization increasing from $400 million to approximately $30 billion in that time.
O pays a 27-cent monthly dividend, yielding 5.51%.
Pfizer Inc. (NYSE: PFE), along with BioNTech SE (Nasdaq: BNTX), has received FDA approval for the COMIRNATY® COVID-19 vaccine for individuals at a greater risk of experiencing severe COVID-19.
The vaccine targets the SARS-CoV-2 sublineage LP.8.1, in line with FDA guidance to more closely match circulating strains. It will be shipped immediately to ensure a good supply to pharmacies, hospitals, and clinics across the USA.
PFE pays a 43-cent dividend with a 6.95% yield.

Dividend Increases
HSBC has increased its dividend payment to $1.55, a 210% rise. Its new yield is 8.0%.
LOW has increased its dividend payment to $1.20, representing a 4.35% increase. Its new yield is 2.13%.
LRCX has lifted its dividend payment to 26 cents, an increase of 13%. Its new yield is 1.0%.
Dividend Decreases
NOAH has reduced its dividend payment to $1.15, a 45% cut. Its new yield is 8.3%.
GES has decreased its dividend payment to 23 cents per share, representing a 25% reduction. Its new yield is 5.34%.
MSI has reduced its dividend payment to 1 cent per share, a 99% decline. Its new yield is 0.01%.

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Upcoming Dividend Payers
TGT’s ex-dividend date for the forthcoming $1.14 dividend is 09/01/2025.
PFE's ex-dividend date for the forthcoming 43-cent payout is 09/02/25.
WMT's ex-dividend date for the forthcoming 24-cent payout is 09/02/25.

Everything Else
As part of its ongoing effort to optimize operational costs, Kroger announced that it will lay off hundreds of corporate staff members in a third round of job cuts. The grocer is also shutting dozens of underperforming stores.
Caterpillar says it expects trade tariffs to add $100 million to quarterly costs in Q3.
Dell stock prices have tumbled as the computer maker admitted its AI server manufacturing costs were higher than it would like amid growing competition.
AT&T has signed a $23 billion deal to acquire wireless spectrum licenses from EchoStar.

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