HA Sustainable Infrastructure Capital, Inc. (HASI): A Top Dividend Challenger in 2025
Dividend Challengers refers to US-listed companies that have raised their dividends every year for a minimum of five, and less than ten, consecutive years. These companies have demonstrated a relatively recent commitment to sharing profits with shareholders through dividends. Investors usually gravitate towards such firms because historically, dividend growers outperform the returns of the broader market. Moreover, most of these firms have a track record of exhibiting lower price volatility, which makes them favorable to those looking for stable income.
Investor interest in stocks with reliable dividend growth remains strong due to long-term investment potential. As a result, many of these financially sound firms become targets for investors looking to manage risk without sacrificing growth. The Fidelity Equity-Income Fund and the Fidelity Global Equity Income Fund portfolios, managed by Ramona Persaud, seek stable dividend-paying firms with attractive valuations. She pointed out that declining interest rates tend to make dividend stocks more appealing than bonds due to relatively attractive yields. Indeed, Persaud argued lower rates could foster a more broad-based rally for stocks beyond the market gains, which have been largely concentrated on a handful of large-cap growth names. Her focus is on well-performing firms with reliable cash flows and strong, growing dividends.
According to analysts, investors can adopt a strategy that balances both income and growth by focusing on dividend growers. Historically, they have shown less volatility and often outperformed the broader market, including benchmarks like the S&P Equal Weight Index. A report from Guggenheim found that between May 2005 and December 2024, companies that initiated or raised their dividends achieved an average annual return of 10.5%, compared to just 5.5% for those that reduced or suspended payouts. By contrast, the overall market averaged a 10.4% return during the same period, slightly lagging behind the dividend growers. The report also emphasized that dividend growth strategies tend to perform well across different market environments, both bullish and bearish. This makes them a compelling option for investors seeking long-term returns while aiming to protect their portfolios during downturns.
Bank of America also noted that dividend-paying stocks helped stabilize portfolios during the turbulent month of March. As trade policy uncertainty under President Donald Trump rattled markets, value and dividend-oriented names held up better. In an April 11 report, BofA's quant strategist Nigel Tupper highlighted these trends and pointed to several top-performing dividend stocks during the market's choppy period.
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Ether (ETH-USD), the second-largest crypto by market cap, also declined 3% to hover near $4,350 per token following a surge last week to its highest level of the year and approaching its record high just below $4,900. "The sharp pullback in cryptocurrencies comes as the market is getting deleveraged following the peaks recorded last week," said Samer Hasn, senior market analyst at foreign exchange trading platform pointing to "an erosion of bullish momentum." Hasn pointed out that since last Thursday, more than $1.7 billion in long crypto futures positions have been liquidated, according to CoinGlass data. Read more here. Intel drops to session lows after report Trump administration wants 10% stake in chipmaker Intel (INTC) shares dropped nearly 4% to session lows on Monday after Bloomberg reported the White House is eyeing a 10% stake in the chipmaker. Last week, the stock popped after a report indicated President Trump's intent to invest in the company after meeting with CEO Lip-Bu Tan, who has been at the job since March. Trump had previously publicly called for Lip-Bu Tan to resign, calling him "highly conflicted." Intel is undergoing a turnaround plan after years of lagging its peers in the chip and AI space. Intel (INTC) shares dropped nearly 4% to session lows on Monday after Bloomberg reported the White House is eyeing a 10% stake in the chipmaker. Last week, the stock popped after a report indicated President Trump's intent to invest in the company after meeting with CEO Lip-Bu Tan, who has been at the job since March. Trump had previously publicly called for Lip-Bu Tan to resign, calling him "highly conflicted." Intel is undergoing a turnaround plan after years of lagging its peers in the chip and AI space. Goldman Sachs economics team: More job report weakness is coming Yahoo Finance's Francisco Velasquez reports: Read more here. Yahoo Finance's Francisco Velasquez reports: Read more here. Mega caps' stock market dominance 'may be done' The stock market has been all about large market capitalization companies for over a decade. Dating back to 2015, Bank of America Securities Head of US equity and Quantitive Strategy Savita Subramanian found that the largest 50 stocks in the S&P 500 (^GSPC) have outperformed the benchmark index by 73 percentage points. Subramanian points out the last notable run of similar outperformance for the 50 largest stocks in the index came in the late 1990s leading into the bursting of the dot-com bubble. Subramanian thinks a similar tide shift might be coming to markets now. "History would suggest there is more to go in cap-weighted dominance," Subramanian wrote in a note to clients. "But if the Fed's next move is a rate cut, and if the Regime indicator is shifting to a Recovery, we think the run may be closer to done." BofA's "regime indicator," which includes a variety of factors such as corporate earnings revisions, inflation data and economic growth projections, has started to point to the recovery phase. This combined with a Federal Reserve that markets believe will cut interest rates by at least half a percentage point before the end of year, is a positive setup for value stocks, Subramanian argues. And the largest stocks in the market right now are "anti value." "[Federal Reserve] easing has been accompanied by Mega caps lagging more than leading, and higher inflation should support a broadening of the S&P 500 beyond defensives/secular growth," Subramanian wrote. The stock market has been all about large market capitalization companies for over a decade. Dating back to 2015, Bank of America Securities Head of US equity and Quantitive Strategy Savita Subramanian found that the largest 50 stocks in the S&P 500 (^GSPC) have outperformed the benchmark index by 73 percentage points. Subramanian points out the last notable run of similar outperformance for the 50 largest stocks in the index came in the late 1990s leading into the bursting of the dot-com bubble. Subramanian thinks a similar tide shift might be coming to markets now. "History would suggest there is more to go in cap-weighted dominance," Subramanian wrote in a note to clients. "But if the Fed's next move is a rate cut, and if the Regime indicator is shifting to a Recovery, we think the run may be closer to done." BofA's "regime indicator," which includes a variety of factors such as corporate earnings revisions, inflation data and economic growth projections, has started to point to the recovery phase. This combined with a Federal Reserve that markets believe will cut interest rates by at least half a percentage point before the end of year, is a positive setup for value stocks, Subramanian argues. And the largest stocks in the market right now are "anti value." "[Federal Reserve] easing has been accompanied by Mega caps lagging more than leading, and higher inflation should support a broadening of the S&P 500 beyond defensives/secular growth," Subramanian wrote. Private club operator Soho House going private in $2.7 billion deal Shares of Soho House (SHCO) jumped as much as 16% on Monday after news that the private members club operator is set to go private, Yahoo Finance's Jake Conley reports. Conley writes: Read the full story here. Shares of Soho House (SHCO) jumped as much as 16% on Monday after news that the private members club operator is set to go private, Yahoo Finance's Jake Conley reports. Conley writes: Read the full story here. 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CEO Paul Prager said its Lake Mariner campus will be one of the "cornerstone assets for the future of AI infrastructure." TeraWulf is one of many bitcoin miners transitioning to provide AI infrastructure. Bitcoin miner and data center operator TeraWulf (WULF) saw its stock jump nearly 11% after announcing that Google is taking a 14% stake in the company. In return for the equity stake, Google is providing a backstop as TeraWulf uses debt financing to expand a Lake Mariner data center campus in western New York, making it one of the largest campuses in the US. In connection with the project, TeraWulf announced a $400 million debt offering on Monday. The new data center capacity will be leased by AI cloud provider Fluidstack. The deal was first unveiled when the company released its second quarter earnings results last week. TeraWulf initially said Google would provide a $1.8 billion backstop in exchange for an 8% stake in the company during its earnings call, but that figure was upped to $3.2 billion on Monday. CEO Paul Prager said its Lake Mariner campus will be one of the "cornerstone assets for the future of AI infrastructure." TeraWulf is one of many bitcoin miners transitioning to provide AI infrastructure. Novo Nordisk gains after the bell as company offers discounted Ozempic Danish pharma giant Novo Nordisk (NVO) saw its US-listed shares gain more than 5% Monday after the open as the company said it would offer patients its diabetes drug Ozempic for less than half the price if they pay cash. The move makes the medication more affordable for patients who don't have insurance coverage, though the reduced price still amounts to $499, keeping it out of reach for many Americans. Also on Monday, GoodRx announced it will begin selling both of Novo Nordisk's GLP-1 drugs for $499 a month. Shares had climbed premarket Monday after the company said Friday it received approval from the FDA for its liver disease MASH. Also boosting shares, Novo Nordisk reportedly will not charge more for pill versions of its weight-loss injections, which are expected to launch in 2026. This would be a departure from drugmakers' typical practice of charging more for new medications. The moves come after President Trump has ramped up pressure on drugmakers to lower prices, though his tariffs could raise prices. Read more here. Danish pharma giant Novo Nordisk (NVO) saw its US-listed shares gain more than 5% Monday after the open as the company said it would offer patients its diabetes drug Ozempic for less than half the price if they pay cash. The move makes the medication more affordable for patients who don't have insurance coverage, though the reduced price still amounts to $499, keeping it out of reach for many Americans. Also on Monday, GoodRx announced it will begin selling both of Novo Nordisk's GLP-1 drugs for $499 a month. Shares had climbed premarket Monday after the company said Friday it received approval from the FDA for its liver disease MASH. Also boosting shares, Novo Nordisk reportedly will not charge more for pill versions of its weight-loss injections, which are expected to launch in 2026. This would be a departure from drugmakers' typical practice of charging more for new medications. The moves come after President Trump has ramped up pressure on drugmakers to lower prices, though his tariffs could raise prices. Read more here. Stocks muted at the open US stocks stalled at the market open as investors awaited a high-stakes US-Ukraine meeting, kickstarting a week leading up to Federal Reserve Chair Jerome Powell's most important policy speech of the year in Jackson Hole on Friday. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. US stocks stalled at the market open as investors awaited a high-stakes US-Ukraine meeting, kickstarting a week leading up to Federal Reserve Chair Jerome Powell's most important policy speech of the year in Jackson Hole on Friday. The S&P 500 (^GSPC) fell just below the flat line, and the Dow Jones Industrial Average (^DJI) was also roughly flat, coming off a second straight winning week for the major gauges. The tech-heavy Nasdaq Composite (^IXIC) added nearly 0.1%. Trump wants to take Fannie Mae and Freddie Mac public. The plan has some problems. Yahoo Finance's David Hollerith reports: Read more here. Yahoo Finance's David Hollerith reports: Read more here. 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Economic data: NAHB homebuilder sentiment (August) Earnings: Palo Alto Networks (PANW), Blink Charging (BLNK) Here are some of the biggest stories you may have missed over the weekend and early this morning: Powell's dilemma heading into his final Jackson Hole speech Trump eyes Fannie and Freddie IPO, but the plan faces hurdles What to watch this week: Powell at Jackson Hole. Walmart earnings China's $11 trillion stock market is a headache for both Xi and Trump US warns that India is 'cozying up' to Russia Tesla almost halves UK lease fee as sales slump: Report Goldman: S&P 500 earnings have blown past forecasts Bond market's rate-cut bets hit decisive stretch with Powell Economic data: NAHB homebuilder sentiment (August) Earnings: Palo Alto Networks (PANW), Blink Charging (BLNK) Here are some of the biggest stories you may have missed over the weekend and early this morning: Powell's dilemma heading into his final Jackson Hole speech Trump eyes Fannie and Freddie IPO, but the plan faces hurdles What to watch this week: Powell at Jackson Hole. Walmart earnings China's $11 trillion stock market is a headache for both Xi and Trump US warns that India is 'cozying up' to Russia Tesla almost halves UK lease fee as sales slump: Report Goldman: S&P 500 earnings have blown past forecasts Bond market's rate-cut bets hit decisive stretch with Powell Novo Nordisk stock rises after Wegovy gets new US approval US-listed shares in Danish drugmaker Novo Nordisk (NVO) are gaining before the bell, as investors welcome a US boost for its flagship Wegovy. Novo is also reportedly planning to hold off from charging more at next year's launch of pill versions of its weight-loss injections, a departure from usual practice as President Trump puts pressure on pharma companies to cut US prices. Reuters reports: Shares in Novo Nordisk rose on Monday, after the Danish drugmaker got US approval for its weight-loss drug Wegovy to treat a serious liver condition. That was positive news for Novo which has lost more than one-third of its market value in recent weeks. ... Three weeks ago, investors wiped $70 billion off its market value, after Novo — which became Europe's most valuable listed company following the launch of Wegovy in 2021 — issued a profit warning and named a company veteran as new CEO. On Friday, the U.S. Food and Drug Administration granted accelerated approval for Wegovy to treat metabolic dysfunction-associated steatohepatitis, or MASH, making it the first GLP-1 class therapy cleared for the progressive liver condition that affects around 5% of adults in the United States. Read more here. US-listed shares in Danish drugmaker Novo Nordisk (NVO) are gaining before the bell, as investors welcome a US boost for its flagship Wegovy. Novo is also reportedly planning to hold off from charging more at next year's launch of pill versions of its weight-loss injections, a departure from usual practice as President Trump puts pressure on pharma companies to cut US prices. Reuters reports: Shares in Novo Nordisk rose on Monday, after the Danish drugmaker got US approval for its weight-loss drug Wegovy to treat a serious liver condition. That was positive news for Novo which has lost more than one-third of its market value in recent weeks. ... Three weeks ago, investors wiped $70 billion off its market value, after Novo — which became Europe's most valuable listed company following the launch of Wegovy in 2021 — issued a profit warning and named a company veteran as new CEO. On Friday, the U.S. Food and Drug Administration granted accelerated approval for Wegovy to treat metabolic dysfunction-associated steatohepatitis, or MASH, making it the first GLP-1 class therapy cleared for the progressive liver condition that affects around 5% of adults in the United States. Read more here. Powell at Jackson Hole, Walmart earnings: What to watch this week The investing world is gearing up for Jerome Powell's comments at Jackson Hole — the most important Fed monetary policy speech of the year, says Yahoo Finance's Myles Udland. The Fed chair's appearance dominates the week's calendar for markets, which also brings a clutch of retail giant earnings. Myles reports: Read more here. The investing world is gearing up for Jerome Powell's comments at Jackson Hole — the most important Fed monetary policy speech of the year, says Yahoo Finance's Myles Udland. The Fed chair's appearance dominates the week's calendar for markets, which also brings a clutch of retail giant earnings. Myles reports: Read more here. Goldman team likely to stay in Trump's crosshairs President Trump has recently offered a few choice words on the work from Goldman Sachs' economics team, led by long-time economist Jan Hatzius. The team is unlikely to garner some praise from Trump today. Here's what Hatzius and his team served up in a new note on Monday morning: "After the recent downward revisions to payrolls, our estimate of trend job growth is now clearly below even that . And while the picture could change again for better or worse, future revisions to job growth are more likely to be because the birth-death model is likely a bit too generous, changes in trend payroll growth can initially be partially misattributed to changes in seasonal factors, revisions to the raw payrolls data tended to be negative in past slowdowns, data from ADP raise doubts about officially reported payroll growth in healthcare, and the household survey is now overstating immigration and employment gains. Like the slowdown in activity growth this year, the slowdown in job growth appears to have arisen from more than just the direct effects of trade and immigration policy changes. We are particularly worried that 'catch-up hiring' in a few industries now appears over and job growth outside those industries has fallen to around zero. And while job openings remain at a decent level, they started to decline again earlier this year." President Trump has recently offered a few choice words on the work from Goldman Sachs' economics team, led by long-time economist Jan Hatzius. The team is unlikely to garner some praise from Trump today. Here's what Hatzius and his team served up in a new note on Monday morning: "After the recent downward revisions to payrolls, our estimate of trend job growth is now clearly below even that . And while the picture could change again for better or worse, future revisions to job growth are more likely to be because the birth-death model is likely a bit too generous, changes in trend payroll growth can initially be partially misattributed to changes in seasonal factors, revisions to the raw payrolls data tended to be negative in past slowdowns, data from ADP raise doubts about officially reported payroll growth in healthcare, and the household survey is now overstating immigration and employment gains. Like the slowdown in activity growth this year, the slowdown in job growth appears to have arisen from more than just the direct effects of trade and immigration policy changes. We are particularly worried that 'catch-up hiring' in a few industries now appears over and job growth outside those industries has fallen to around zero. And while job openings remain at a decent level, they started to decline again earlier this year." Sign in to access your portfolio
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Mortgage Advisor: Should You Get Your Mortgage Through These Untraditional Companies?
About 7.79% of all U.S. mortgages now originated through fintech platforms, according to a study published in the Journal of Monetary Economics. Instead of a traditional bank or credit union, companies like are helping homeowners finance their homes. This doesn't include nonbank direct lenders like Rocket Mortgage, which make up around 38%. For You: Read Next: Just because people are using these nonbank lenders, doesn't mean it's the right move for you. Sure, applying with one of these companies online may offer convenience and a faster application process. But are these lenders all that different from banks? What Are Fintech Lenders? At its core, these lenders are companies that use technology like a website or an app to help homebuyers apply for and manage their loans online. They market themselves as more convenient than traditional banks. Behind the scenes though, they're basically doing the same work. 'From an operational point of view, there is really no difference between fintech and brick and mortar lenders,' said Casey Fleming, advisor at Silicon Valley Mortgage and author of 'The Loan Guide.' 'All of them need to process, underwrite, fund and sell the mortgages they originate.' Once these direct lenders fund the loan, they typically sell them on the secondary market to agencies like Fannie Mae or Freddie Mac or investors. Discover Next: What's the Difference Between Fintech Lenders and Banks? The truth is that there isn't much difference between the two when it comes to the lending process. Traditional banks and fintech companies also pull funding from the same sources. The difference lies more in how you interact with these companies. 'They are only different from each other in terms of how consumers perceive them,' Fleming explained. Essentially, you can complete all tasks from the preapproval process to signing closing documents online. With traditional banks and credit unions, you may have other ways you need to communicate with the lender, like in person or phone. Fleming added that it may also be about how people feel about the experience they have with their lender. 'Homebuyers usually don't want to talk to a salesperson,' he explained. 'The online shopping experience allows them to shop with many lenders without being pressured, spend as much time as they want doing so and makes them feel as though they have found the best deal.' Is There a Catch? Sure, it sounds like fintech or online nonbank companies have more advantages over banks, but that's not always the case. For one, they may not always have the best rates, even if it's more convenient to compare lenders and apply for a loan. Plus, some may not have the best customer service or personalized assistance understanding your loan options. Traditional banks may still have an edge. Some may offer perks if you have a longstanding relationship with them, like waiving certain fees. Or if you prefer to speak to someone in person to walk you through the process, you may be better off heading to your local branch. The ultimate goal is to understand your priorities and do your research to find the best rates and terms, not necessarily the best loan platform. 'Different programs were designed for different circumstances, goals and concerns,' Fleming said. 'The happiest homeowners are the ones who make a well-informed decision and choose the option that best suits their family's needs.' More From GOBankingRates 5 Old Navy Items Retirees Need To Buy Ahead of Fall 10 Used Cars That Will Last Longer Than the Average New Vehicle This article originally appeared on Mortgage Advisor: Should You Get Your Mortgage Through These Untraditional Companies?
