Market Overview

Atlas Energy, Dillards and Other Dividend Payers on a Roll

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Here is a quick look some dividend payers with momentum. They all have market caps greater than $1 billion, and their share prices are up more than 30% in the past 90 days.

While shares of Advantest (NYSE: ATE) pulled back a bit in the past week, they are trading more than 77% higher year to date. In April, this Japanese semiconductor equipment maker completed integration of operations from its acquisition of Verigy. The company has a market cap of $2.9 billion and a dividend yield of 0.6%. Over the past six months, the stock has outperformed competitors such as Teradyne (NYSE: TER) as well as the broader markets.

American Eagle Outfitters (NYSE: AEO) is up more than 45% in the past quarter, despite pulling back more than 6% from a recent multiyear high. The apparel retailer recently reported strong spring season sales that exceeded expectations. It is headquartered in Pittsburgh and has a market cap of $3.9 billion. Its dividend yield is 2.2%. The stock has outperformed rivals such as the Gap (NYSE: GPS) and Urban Outfitters (NASDAQ: URBN) over the past six months.

See also: Aeropostale and American Eagle Land on the Retail Throne

Natural gas producer Atlas Energy (NYSE: ATLS) has seen its share price rise more than 67% year to date, despite pulling back more than 6% from a recent multiyear high. Much of the rise came in mid March after the Pittsburgh-based company announced the acquisition of some assets. Atlas has a $1.9 billion market cap and a long-term EPS growth forecast of 49.5%. The stock has outperformed larger peers Sempra Energy (NYSE: SRE) and ONEOK (NYSE: OKE) over the past six months.

Dean Foods (NASDAQ: DF) is more than 26% higher in the past month. The Dallas-based company earlier this week posted better-than-expected first-quarter earnings and offered optimistic guidance, boosting shares. This dairy products producer has a $2.7 billion market cap and a long-range EPS growth forecast of 13.2%. Over the past six months, the stock has outperformed Smithfield Foods (NYSE: SFD) and the broader markets.

See also: Dean Foods Up 10% on Strong Earnings and Guidance

Dillards (NYSE: DDS) is trading more than 47% higher year to date, putting it in multiyear high territory. The Little Rock, Ark.-based department store operator is expected to say that its EPS grew more than 21% in the first quarter. The $3.3 billion market cap company has a return on equity of 22.4% and a P/E ratio of 7.6. The stock has outperformed rivals such as Kohl's (NYSE: KSS), JCPenney (NYSE: JCP) and Sears (NASDAQ: SHLD) over the past six months.

See also: Gap, Sears and Other Retail Stocks Up More Than 35% Year to Date

The share price of GNC Holdings (NYSE: GNC) is up about 17% in the past month and more than 107% higher than a year ago. The Pittsburgh-based retailer of health and wellness products posted better-than-expected Q1 results and raised its forecast above analyst expectations. The company has a return on equity of 21.9% and a dividend yield of 1.1%. Over the past six months, the stock has outperformed CVS Caremark (NYSE: CVS) and Walgreen (NYSE: WAG).

InterContinental Hotels Group's (NYSE: IHG) share price is up more than 39% in the past quarter. In March, the UK-based company announced the launch of an upscale Chinese hotel chain. The company has a market cap of $6.9 billion, a dividend yield of 2.2%, and a return on equity of 110.7%. Its P/E ratio is less than the industry average. The stock has outperformed rivals such as Hyatt Hotels (NYSE: H) and Marriott International (NYSE: MAR) over the past six months.

See also: InterContinental Hotels Posts Surge in Profit

ACTION ITEMS:

Bullish: Investors interested in dividend-oriented exchange traded funds may want to consider the following trades:

  • WisdomTree International Small Cap Dividend (NYSE: DLS) is more than 7% higher year to date.
  • WisdomTree Large Cap Dividend (NYSE: DLN) is more than 6% higher year to date.
  • Vanguard High Dividend Yield Index ETF (NYSE: VYM) is up more than 5% higher year to date.
  • Vanguard Dividend Appreciation ETF (NYSE: VIG) is almost 5% higher year to date.
Bearish:

Traders may prefer to consider these alternative positions:

  • Invesco Mortgage Capital (NYSE: IVR) is up more than 34% year to date.
  • American Capital Agency (NASDAQ: AGNC) is up almost 19% year to date.
  • Two Harbors Investment (NYSE: TWO) is up more than 17% year to date.
Neither Benzinga nor its staff recommend that you buy, sell, or hold any security. We do not offer investment advice, personalized or otherwise. Benzinga recommends that you conduct your own due diligence and consult a certified financial professional for personalized advice about your financial situation.

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