The record-breaking dividends of spring are approaching. Dagens industri asked two experts to recommend stocks for long-term dividend portfolios.
According to the analysts, a new dividend record is expected when the companies on the large cap list distribute nearly SEK 420 billion to shareholders this spring. This is an increase of 6.2% compared to the previous year, the newspaper writes.
Anders Rudolfsson, stockbroker at DNB and SEB's equity strategist Stefan Cederberg have, on behalf of Di, each put together a dividend portfolio with their favorites for 2025.
Rudolfsson's portfolio consists of Nordea, Volvo, Bredband2, NCC, Scandic Hotels, Evolution, Billerud and Autoliv. He emphasizes that it is the repurchase of own shares that will be the big spice for the dividend portfolio in 2025.
Cederberg's portfolio consists of Swedbank, SKF, Billerud, Ericsson, Essity, Astra Zeneca, Atlas Copco, Hexagon, Investor and Medicover.
Billerud Aktiebolag (publ) is a Sweden-based company, that provides paper and packaging materials. The business is organized into the business flow functions Commercial, Operations and Wood supply and is governed through the product areas Board and Paper. The Company has three operating segments: Region Europe, Region North America and Solutions & Others. Region Europe segment includes the board and paper products made of virgin fiber such as: liquid packaging board, kraft and specialty paper, containerboard, cartonboard, sack paper and market pulp. Region North America segment takes care of production and sale of graphic and specialty paper as well as market. Solutions & Others include Procurement & Wood Supply, operations of Scandfibre Logistics AB and Consolidated Waterpower Company, rental operations, dormant companies, idle assets, income from the sale of businesses. The Company serves its customers worldwide.
This super rating is the result of a weighted average of the rankings based on the following ratings: Global Valuation (Composite), EPS Revisions (4 months), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Investor
Investor
This super composite rating is the result of a weighted average of the rankings based on the following ratings: Fundamentals (Composite), Global Valuation (Composite), EPS Revisions (1 year), and Visibility (Composite). We recommend that you carefully review the associated descriptions.
Global
Global
This composite rating is the result of an average of the rankings based on the following ratings: Fundamentals (Composite), Valuation (Composite), Financial Estimates Revisions (Composite), Consensus (Composite), and Visibility (Composite). The company must be covered by at least 4 of these 5 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
Quality
Quality
This composite rating is the result of an average of the rankings based on the following ratings: Capital Efficiency (Composite), Quality of Financial Reporting (Composite), and Financial Health (Composite). The company must be covered by at least 2 of these 3 ratings for the calculation to be performed. We recommend that you carefully review the associated descriptions.
