Monthly paying Realty Income will be added to the Aristocrats Index in 2020. ©
Monthly paying Realty Income will be added to the Aristocrats Index in 2020. ©

S&P Dow Jones Indices has added seven new stocks to its S&P500 Dividend Aristocrats Index. On January 24, 2020 the division of Dividend Aristocrat S&P Global (SPGI) announced the rebalancing results for its famous selection of large-cap (S&P500) stocks that have increased their dividend for at least 25 consecutive years.

This year no less than seven new stock will be added to the Aristocrats Index, bringing the total number of companies included to 63. Last year the average gain (including dividends) for the Aristocrats based on equal weight throughout the year for every stock was 27.3 percent. The best performing stock was Target Corporation (TGT) with a gain of 101.2 percent. The worst performer in 2019 was Walgreens Boots Alliance (WBA) with a loss of 11.1 percent with dividends included.

S&P will add seven new names to the Aristocrats Index this year with some surprising names such as Australia based packaging specialist Amcor, the company that acquired Dividend Aristocrat Bemis in 2019.

The seven new Dividend Aristocrats below will be added on February 3, 2020.

  1. Amcor plc (AMCR)
  2. Atmos Energy Corp (ATO)
  3. Realty Income (O)
  4. Essex Property Trust (ESS)
  5. Ross Stores (ROST)
  6. Albemarle Corp (ALB)
  7. Expeditors International of WA (EXPD)

The new companies especially bring some more real estate (ESS and O) to the selection of now 63 Dividend Aristocrats. Earlier Federal Realty Investment (FRT) was added as the only REIT in the index.

This year no stocks were deleted from the index. This normally only happens when a company cuts its dividend of does not raise its payout throughout the year.

Of the new Dividend Aristocrats Realty Income is the only stock that has announced a higher dividend so far this year with a 2.2 percent increase. Realty Income also is the only Aristocrat to pay a monthly dividend. The average dividend yield for all Aristocrats is 2.5%, with AbbVie (ABBV) providing the highest yield of 5.8%. Roper Technologies is the lowest yielding stock with 0.5%.

In 2020 so far the average Dividend Aristocrat, including the seven new stocks, has lost 2.0 percent. The S&P500 Dividend Aristocrats Total Return Index has lost 2.6 percent, and the S&P500-index is down 0.2 percent.

Dividend Calendar

Look at the complete list of upcoming events
Ex-date Ticker Yield YTD hike
Oct 28 AOS 1.7% 7.7%
Oct 28 ZTS 0.5% 0.0%
Oct 28 COST 0.7% 12.9%
Oct 28 CARR 0.9% 0.0%
Oct 28 UNM 4.4% 5.3%
Oct 28 INFO 0.6% 17.6%
Oct 28 MS 2.8% 100.0%
Oct 28 NI 3.6% 4.8%
Oct 29 TXN 2.4% 12.7%
Oct 29 NRG 3.2% 8.3%