• Alexandria Real Estate (ARE) cuts dividend by 45%

    Alexandria Real Estate (ARE) cuts dividend by 45%

    This was a swift kick in the pants! The stock is down about 5% on the news. I’m still holding on to this one for a bit to see if the stock price recovers some. They don’t appear to be in any danger of anything more catastrophic than this reduction in payouts. If the stock…

  • Nucor (NUE) increases dividend by 1.8%, its 53rd consecutive annual increase

    Nucor (NUE) increases dividend by 1.8%, its 53rd consecutive annual increase

    The Board of Directors of Nucor Corporation (NYSE: NUE) today announced the increase of its regular quarterly cash dividend on Nucor’s common stock to $0.56 per share.  This cash dividend is payable on February 11, 2026 to stockholders of record on December 31, 2025 and is Nucor’s 211th consecutive quarterly cash dividend.  Nucor has increased its…

  • Blue Owl Capital Corp (OBDC) announces merger. What this means for investors

    Blue Owl Capital Corp (OBDC) announces merger. What this means for investors

    Blue Owl Capital Corporation (OBDC) is merging with Blue Owl Capital Corporation II. The two funds already hold almost the same loans, so this merger is mainly about size and efficiency, not about changing what OBDC invests in. Here are some key terms. The merger brings about 1.7 billion dollars of assets from OBDC II…

  • Kimberly-Clark/Kenvue merger and the dividend investor

    Kimberly-Clark/Kenvue merger and the dividend investor

    Kimberly-Clark has agreed to acquire Kenvue in a transaction valued at about 48.7 billion dollars in a mix of cash and stock. Each Kenvue shareholder will receive 3.50 dollars in cash and 0.14625 Kimberly-Clark shares, resulting in Kimberly-Clark investors owning about 54 percent of the combined company once the deal closes. The companies expect the…