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To: Johnny Canuck who wrote (66356)10/3/2025 1:28:08 AM
From: Johnny Canuck  Read Replies (1) | Respond to of 67518
 
Dividend Growth Continues as 3 Big Stocks Raise PayoutsWritten by Leo Miller. Published 9/30/2025.



Key Points
  • Three high-profile stocks across different sectors are increasing their dividend payouts.
  • Texas Instruments' yield of more than 3% is among the highest in tech and semiconductors.
  • With a new CEO ready to take the helm, T-Mobile is boosting its dividend in a huge way.


Texas Instruments (NASDAQ: TXN), T-Mobile US (NASDAQ: TMUS), and Target (NYSE: TGT) are three prominent U.S. companies delivering good news to income investors. Each has recently announced a dividend increase, lifting the yield that shareholders can expect to receive.

Although the boosts from Texas Instruments and Target are modest, both still rank among the market’s highest-yielding stocks. Meanwhile, T-Mobile has delivered a substantial lift to its already above-average dividend. Let’s explore the details below.

TXN Boosts Dividend 4%, Maintains One of Tech’s Highest Yields
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Texas Instruments, the world’s eighth-largest semiconductor company by market cap (around $168 billion), declared on Sept. 19 a quarterly dividend of $1.42 per share, a 4% increase. The dividend is payable Nov. 12 to shareholders of record as of Oct. 31.

Even with a modest raise, TI’s indicated yield now approaches 3.1%, ranking third among large-cap U.S. tech stocks and second among U.S. large-cap chipmakers. This marks TI’s 22nd consecutive annual dividend increase.

Despite its scale and brand recognition, TXN has underperformed its peers over the past five years, delivering a total return of 54% versus 185% for the iShares Semiconductor ETF (NASDAQ: SOXX).

T-Mobile Announces 16% Dividend Hike Ahead of CEO TransitionOn Sept. 18, T-Mobile US—a major player in the U.S. telecom sector—announced a 16% increase to its quarterly dividend, raising it to $1.02 per share. The dividend will be paid Dec. 11 to those holding shares at the close of business on Nov. 26, 2025, lifting T-Mobile’s yield to roughly 1.7%, well above the S&P 500’s ~1.1%.

This announcement preceded a leadership transition: effective Nov. 1, Srini Gopalan will succeed Mike Sievert as CEO. Under Sievert’s tenure since May 2020, T-Mobile’s stock has returned over 180%, adding about $150 billion in market cap—making him “the most value-creating CEO in global telecom history,” according to the company. The dividend increase underscores confidence in T-Mobile’s prospects as Gopalan assumes the top role.

Target: 5.2% Yielder Seeks Turnaround with New CEO in 2026Consumer staples heavyweight Target declared on Sept. 17 a quarterly dividend of $1.14, up 1.8% from the prior $1.12. Despite the modest increase, Target’s yield now sits at about 5.2%, placing it among the top 10 large-cap U.S. consumer staples payers and the top 25 of all S&P 500 stocks.

Target also recently announced a CEO transition: Michael Fiddelke will take over from Brian Cornell on Feb. 1, 2026. Under Cornell’s leadership since August 2014, Target returned 109%, roughly 30% below its consumer staples peers and well under the broader market. Investors will watch to see if Fiddelke can reverse that trend.

Capital Returns Remain a PriorityThese three companies demonstrate a clear commitment to returning capital to shareholders. While Texas Instruments and Target continue to offer high yields, T-Mobile’s sizable increase stands out, signaling stability and confidence ahead of its executive transition. For income-focused investors, these dividend hikes provide an attractive source of cash flow amid varied company performances.



To: Johnny Canuck who wrote (66356)10/3/2025 3:03:15 AM
From: Johnny Canuck2 Recommendations

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How vibrant is the drug and therapy pipeline of BMY compared to PFE and LLY? Provide chain of thought.

Bristol Myers Squibb (BMY) has a very vibrant and robust drug and therapy pipeline, maintaining an active development portfolio in 2025 with 48 compounds in development across 40+ disease areas, including a major focus on oncology, lung, hematology, immunology, neuroscience, and cardiovascular therapeutics. The company is heavily investing in novel mechanisms—such as anti-tau therapies for Alzheimer’s—which recently received FDA Fast Track Designation, and actively expands its pipeline via strategic acquisitions and partnerships, rapidly bringing new assets into late-stage clinical development. Notably, BMY’s strong financial health allows continuous R&D expansion.

By comparison, Pfizer (PFE) is recognized for its broader, more diversified drug portfolio, spanning numerous therapeutic areas and a global presence in branded and generic pharmaceuticals, vaccines, and biosimilars. However, while Pfizer’s pipeline breadth is vast, recent financial projections indicate flat or even slightly declining sales and earnings for 2025, with less pipeline-driven near-term growth than Eli Lilly (LLY). Pfizer’s relatively high dividend yield and generalist approach can appeal to risk-averse investors, but its innovation engine is currently perceived as less dynamic than LLY’s and BMY’s in certain high-growth areas.

Eli Lilly (LLY), on the other hand, stands out as the most vibrant among the three, primarily due to groundbreaking advances in diabetes, obesity (notably with tirzepatide), Alzheimer’s, and oncology. LLY’s GLP-1 class drugs dominate headlines and offer massive market potential, positioning Lilly at the forefront of current biopharma innovation cycles. Its clinical-stage pipeline is widely regarded as having the strongest commercial momentum, driven by recent and upcoming launches in fast-growing disease categories.

Pipeline Comparison Table

CompanyCompounds in DevelopmentKey Focus DiseasesRecent HighlightsPipeline Perception


Key Takeaways
  • BMY’s pipeline is highly active with depth in both solid and hematologic cancers, neurodegeneration, and immune-mediated diseases.

  • Pfizer’s pipeline is broad, but near-term innovation and momentum are less prominent relative to competitors.

  • Eli Lilly currently enjoys arguably the highest pipeline vibrancy due to leadership in new drug launches for obesity, diabetes, and upcoming Alzheimer’s medicines.

Overall, while all three are major innovators, Eli Lilly leads in terms of pipeline vibrancy and anticipated impact, with BMY not far behind due to its deep and actively refreshed clinical development portfolio.





bms
bms.com

Pharmaceutical research and development pipeline
Bristol Myers Squibb's pipeline is focused on research in therapeutic areas where we believe we have the best opportunity to deliver transformational medicines to patients.




webull
webull.ca

Pfizer vs BMY: Which Oncology Drugmaker Is a Better ...
BMY is focused on extending and strengthening its leadership in immuno-oncology (IO), as well as diversifying beyond IO. Leading IO drug Opdivo, approved for several cancer indications, drives its oncology franchise along with Yervoy and Opdualag. The FDA recently granted approval to Opdivo Qvantig (nivolumab and hyaluronidase-nvhy) injection for subcutaneous use. Per BMY, this new subcutaneous formulation of Opdivo should help extend the reach and impact of its immuno-oncology franchise to...




news
news.bms.com

Bristol Myers Squibb to Present Data at ASCO® 2025 ...
Bristol Myers Squibb (NYSE: BMY) today announced the presentation of data across its oncology portfolio and pipeline at the 2025 American Society of Clinical Oncology (ASCO ® ) Annual Meeting to be held May 30-June 3 in Chicago, Illinois. Data from more than 80 company-sponsored studies, investigator-sponsored studies, and collaborations showcase results spanning more than 20 cancer types. “Bristol Myers Squibb is advancing novel approaches to address high unmet needs in cancer and at this...


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