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Dividend-focused rotation highlights Altria and Bristol Myers Squibb
Altria had a 5.83% dividend yield and increased payouts for 56 straight years as attention shifts from growth to value, with further upside expected after upcoming earnings.
Investors are increasingly looking beyond technology and small caps, turning toward value themes such as dividend stocks, according to MarketBeat Ratings. The outlet argues that sharp market moves often come in clusters that can amplify headlines and emotions, while dependable dividends may help investors manage that volatility.
MarketBeat Ratings points to Altria as a standout example, citing a 5.83% dividend yield as of July 27 and 56 consecutive years of dividend increases. The outlet also notes that Altria is pivoting toward smoke-free products even as traditional combustible products continue to generate significant revenue and support earnings growth, pointing to year-over-year revenue growth in Q4 2025 and Q1 2026.
In healthcare, MarketBeat Ratings highlights Bristol Myers Squibb, saying the company is behind blockbuster drugs Eliquis and Optivo, which together generated more than $6.1 billion in sales in 2025. The outlet flags concern that both drugs face generic competition starting in 2028, tied to a patent cliff, while adding that the stock could see its consensus price target move after the company reports earnings.