13 Large Cap Financials With High Potential To Boost Dividends

Financial dividend stocks with low payout ratios and relatively small debt figures originally published at long-term-investments.blogspot.com. I started an article serial about stocks with low dividend payout ratios and small debt figures this month.

I believe that these two ratios have a big impact to judge the ability of a corporate to grow at a faster pace and hike dividends in the future.

Today I would like to discover the financial sector by stocks with a less than 20 percent dividend payout ratio and a debt to equity leverage of less than one. Because of the huge amount of results, I will only look at those stocks with a market capitalization over USD 10 billion.

Exactly thirteen financial stocks fulfilled these criteria of which one is a High-Yield.

Robert E. Torray – Torray Q4/2011 Portfolio

Robert E. Torray – Torray Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Robert E. Torray’s - Torray - portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 31 stocks with a total portfolio worth of USD 312,126,000.

Mason Hawkins - Longleaf Partners Q4/2011 Fund Portfolio

Mason Hawkins - Longleaf Partners Q4/2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Mason Hawkins’s - Longleaf Partners portfolio movements as of Q4/2011 (December 31, 2011). In total, he has 21 stocks with a total portfolio worth of USD 7,083,963,000.

Christopher Davis, Kenneth Feinberg – Clipper Q3-2011 Fund Portfolio

Christopher Davis, Kenneth Feinberg – Clipper Q3-2011 Fund Investing Strategies By Dividend Yield – Stock Capital, Investment. Here is a current portfolio update of Christopher Davis and Kenneth Feinberg’s - Clipper - portfolio movements as of Q3/2011 (September 30, 2011). In total, they have 26 stocks with a total portfolio worth of USD 995,984,000.

Christopher Davis and Kenneth Feinberg’s fund positions as of 3/2011 with actual share movements:

Sym - Stock	Portfolio Weight	Recent activity	Reported Price*
AXP - American Express	10.73	0	$44.90
OAKT-I - Oaktree Capital Group LLC Cl A	10.09	0	$45.00
BRK.A - Berkshire Hathaway CL A	7.82	0	$106799.73
CNQ - Canadian Natural Resources	7.11	0	$29.27
IRM - Iron Mountain Inc.	6.71	0	$31.62
L - Loews Corp.	6.09	0	$34.55
CVS - CVS Caremark Corp.	5.79	0	$33.58
BK - Bank of New York	4.83	Add 19.67%	$18.59
TRH - Transatlantic Holdings Inc.	4.57	0	$48.52
HOG - Harley-Davidson	3.54	Reduce 31.28%	$34.33
MRK - Merck & Co.	3.49	0	$32.71
RHJIF - RHJ International	2.39	0	$5.17
TXN - Texas Instruments	1.9	0	$26.65
MSFT - Microsoft Corp.	1.51	0	$24.89
BBBY - Bed Bath & Beyond	1.51	0	$57.31
HPQ - Hewlett-Packard	1.48	0	$22.45
AMP - Ameriprise Financial Inc.	1.45	0	$39.36
WFC - Wells Fargo	1.15	0	$24.12
RHHVF - Roche Holdings AG	1.07	0	$161.52
JBHGF - Julius Baer Holding AG	1.06	0	$33.42
PG - Procter & Gamble	0.83	Reduce 72.06%	$63.18
DEO - Diageo plc	0.81	0	$19.07
GS - Goldman Sachs Group	0.69	0	$94.56
BPHA3 - Brazil Pharma SA	0.61	0	$7.45
CIOXY - CIELO SA	0.45	0	$22.28

Related Stock Ticker:

COST, AXP, OAKT.I, BRK.A, CNQ, IRM, L, CVS, BK, RTH, HOG, MRK, RHJF, TXN, MSFT, BBY, HPQ, AMP, WFC, RHHVF, JBHGF, PG, DEO, GS, BPHA3, CIOXY