MSFT should announce a dividend hike this week

MSFT $Microsoft(MSFT)$ should announce a dividend hike this week

dividend increase:

4-year CAGR 10.3%

last year 9.7%

FY23 dividend (FCF) payout 32%

Current quarterly dividend $0.68

if new:

$0.74 (+$0.06) +8.9%

$0.75 (+$0.07) +10.3%

$0.76 (+$0.08) +11.8%

Any guess on next dividend hike?

  • <9%

    35.7%

  • >=9% and <11%

    49.3%

  • >=11%

    13.1%

  • I´ll tweet a specific %

    1.9%

MSFT previous 4 dividend hikes

ImageImage

MSFT FCF/share growth since FY18

FY23 marked the first decline since FY15

FY18 to FY23 FCF/share growth 14% CAGR

ImageImage

for your particular case, you´d rather see MSFT going for lower dividend increase and higher buybacks, or even sit on more cash for a share price drop/M&A?

I doubt we´re getting a special dividend any time soon Current dividend bill is up to $20 B and coming close to aristocracy (regular and increasing dividend has replaced need for a special) Buybacks increasing ATVI $Activision Blizzard(ATVI)$ $70 B deal coming soon AI cycle may need Capex or acquisitions

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  • Tangan
    ·2023-09-18
    Thanks
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  • Brando741319
    ·2023-09-18
    Good
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