4Mês·

Dividend update May 2026

The day starts with the last dividend of $PAYX (+0,03%) in May.

In total, my portfolio this month has 484€ net distributed this month. The coming June is the strongest month in this quarter with a total of 707€ gross. In total, since the start of 2021, I have received approx. 14,400€ gross dividends received.

The sums are getting bigger and bigger.

How many dividends did you collect in May?

29.05

Paychex

Recebido x80 Dividendos em US$ 1,19

US$ 95,20

17 Comentários

🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

4Mês

Hi Poor Dad, the dividend growth of your portfolio is impressive. But it's also clear to see how a total focus on dividends has meant missing out on returns, especially in recent years. Congratulations on what you have already achieved at such a young age. 👍

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Poor Dad@PoorDad

4Mês

@MozartsGeist Thank you, thank you! You're right. This lack of return is because I am buying operationally strong companies in drawdown and weaker cycles and thus also targeting high YoC. Most of my companies (most GICS ex-tech) are bottoming out and waiting for a better political and financial phase in the world. On this basis, however, I am trying to add more growth-driven companies to the portfolio, including $MCD and $MSFT for the time being.

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🏊🏻‍♂️ • 🚴• 🏃‍♂️ Endurance Life@MozartsGeist

4Mês

The art of the balancing act! 😁 Microsoft in particular fills this slot completely.

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Hodlinvestor@Hodlinvestor

4Mês

In May?
Around €5500, as Vonovia paid out this year in May.
Hopefully only this year 😉.

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Poor Dad@PoorDad

4Mês

@Hodlinvestor puuh crass sum 😳💪

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Hodlinvestor@Hodlinvestor

4Mês

@PoorDad I thought the same at your age... If you're 20 years older and continue to invest in a disciplined way, it's not rocket science.
You'll also be 20 years older 😬😉

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Poor Dad@PoorDad

4Mês

@Hodlinvestor Hoffentlich!

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S.A.U.@SAUgut777

4Mês

Moin Moin...in May it was now just under 288 net, but we also differ in the size of the portfolio (38k) 😁

Nevertheless, we are very similar in our approaches, because I also bought or expanded most of the stocks in their weak phase and after 3 years on the stock market I now have a dividend CAGR of 346.80% or a current YOC of 6.91%, although the last value drops a little with each purchase and therefore still fits well into the overall picture.

I also think the combination of share price growth (value) and dividends fits quite well so far after 3 years...IRR is ~29% and TTWROR ~98%

I would therefore say that our strategy is also justified and if one or the other growth stock, such as $3750, for example, develops into a sudden dividend stock (2.86% YOC) in addition to a good 123% price growth, it fits all the more...

...be that as it may, I wish us both continued success with our strategy 🙌

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Poor Dad@PoorDad

4Mês

@SAUgut777 very nice to hear! Keep up the good work and keep reinvesting the dividends ☝🏽

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S.A.U.@SAUgut777

4Mês

@PoorDad It goes without saying, somehow the snowball has to start rolling without any sacrifices 👍🏻

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Smudo@Smudeo

4Mês

How did you come across $PAYX?
Hopefully not through my posts and purchases here!
If so, I'm sorry!
Since I only got in here the last few months and stocked up - wait....

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Poor Dad@PoorDad

4Mês

@Smudeo In fact, $ADP had been on my "finally buy list" for a long time. Then I saw Paychex through your post and put it on my list.
In the end, I opted for PAYX because the company fits my strategy better.

But don't worry, your purchase has nothing to do with mine.

I bought the stock a tick lower than I am now and weighted it so that I can buy it again if there are further setbacks... but I'm actually happy with the current position size.

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Smudo@Smudeo

4Mês

@PoorDad OK. I also expect the potential of Paychex with a customer base that tests AtH when the AI hype has settled down. So turnaround
The balance sheet is good and not endangered by AI.
Until then, the dividend is comforting

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Poor Dad@PoorDad

4Mês

@Smudeo I think investors will be more critical of Paychex because of the flattening of profits after a year-long series of rising sales and profits. An ATH is certainly possible, but it will take several positive quarters.

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Poor Dad@PoorDad

3Mês

@Smudeo What do you think of Paychex's earnings report today? Cash flow and margins are excellent. However, revenue growth is slowing from 17% to a projected 5%–6% for 2027. I think the strong revenue growth was “inflated” by acquisitions, but at first glance, it’s easy to misinterpret. Now we’re seeing PAYX back to normal.

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Smudo@Smudeo

3Mês

@PoorDad
Results for the last two quarters were slightly above expectations in each case. In Q3, revenue rose 20% and adjusted EPS rose 15%. In the fourth quarter, the growth rates were 12% and 11%, respectively. For the full year, Paychex reported on Wednesday $6.5 billion in revenue (+17%) and earnings per share of $5.51 (+11%). These exceptionally strong gains were also attributable to the acquisition of Paycor, which many market participants had viewed very critically, primarily due to its size. CFO Robert Schrader noted during the earnings call that synergy targets had been exceeded. Over $100 million in cost synergies were realized in the past fiscal year. It is also encouraging that, according to management, organic growth accelerated in every quarter throughout the year. For 2026/27, growth rates will be significantly lower due to the absence of one-time effects. Paychex expects revenue growth of 5 to 6%, an adjusted operating margin of around 44% (previous year: 43.2%), and an improvement in adjusted EPS of 7 to 9%. The outlook therefore remains positive.

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Poor Dad@PoorDad

3Mês

@Smudeo Thanks for the in-depth look at the numbers. I think Payx will easily pull off its turnaround, but I’d like to buy more… though I have to make a decision, because Payx isn’t the only stock on my buy list… The compound returns from Payx, combined with its current dividend yield, are extremely tempting, but I’ve also planned to move $MCD into the top 5 in my portfolio. How do you approach this?

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