Against the backdrop of continued inflationary pressure, finding investment targets with long-term anti-inflation has become the focus of New York investors. Although core inflation is still above the Fed's 2% target (2.9% in June 2025), "dividend aristocrats" - those high-quality companies that have increased their dividends for many years - are becoming a stable anchor in asset allocation. This article will focus on three highly-profit high-dividend targets: Amko, Global Tobacco and Realty Income, and explore how they can achieve sustained growth in complex environments.

Amcor PLC (AMCR): Invisible Champion of Consumer Packaging Track

Switzerland-based AMCR is the world's leading provider of consumer goods packaging solutions, currently offering a dividend yield of 5.38% , with a quarterly payment of 12.75 cents per share. Despite being in traditional industries, the company has demonstrated strong cash flow generation capabilities.

Its merger with Berry Global is expected to release more than $3 billion in free cash flow annually from fiscal 2028. In the first quarter of 2025, the company's net sales reached US$2.6 billion, a year-on-year increase of 1%; net profit rose to US$197 million, demonstrating operational resilience.

The current stock price is $9.58 and the market average target price is $11.23, with about 17% potential upside potential. With the continuous advancement of urbanization and consumption upgrading, packaging demand is stable for a long time, and Amko is firmly occupying a key position in the industrial chain.

 Key data (as of Q1 2025):
- Dividend yield: 5.38%
- Quarterly dividend: $0.1275/share - Net sales: $2.6 billion (1% year-on-year)
- Net profit: $197 million - Current stock price: $9.58
- Average target price: $11.23

Universal Corporation (UVV): a tobacco supply chain powerhouse that travels through the cycle

As an important supplier of tobacco raw materials worldwide, Universal Tobacco (UVV) provides dividend returns of up to 5.99% , with a quarterly dividend of 82 cents per share. Although global cigarette production has dropped by about 10% in the past five years, the company has achieved counter-trend growth by optimizing supply chains and cost control.

Operating revenue in fiscal year 2025 reached US$240 million, a significant increase from US$140 million in 2020, and the operating profit margin was stable at 7.9% . This reflects its strong bargaining power and efficiency advantages in agricultural procurement, processing and distribution.

The stock price has been stable recently, up 6% in three months and is now at $54.77, with an average target price of $59, with a potential increase of about 7.7%. In the changes in consumption structure, UVV shows a model path for traditional industries to achieve sustainable profits through refined management.

 Key data (as of fiscal year 2025):
- Dividend yield: 5.99%
- Quarterly dividend: $0.82/share - Operating revenue: $240 million ($140 million in 2020)
- Operating profit margin: 7.9%
- Current share price: $54.77
- Average target price: $59.00

Realty Income Corp. (O): The cornerstone of real estate dividends per month

Realty Income (stock code O) is known as the "King of Monthly Dividends", a REIT focusing on single-tenant, long-term net leased commercial real estate, providing a dividend yield of 5.71% and a quarterly dividend of 26 cents per share.

The company owns approximately 15,000 commercial properties distributed throughout the United States, with an enterprise value of US$80 billion and an annualized basic rental income of US$5.05 billion . The occupancy rate is expected to remain above 98% in 2025, with adjusted operating capital (AFFO) per share expected to be between $4.22 and $4.28 , supporting its dividend sustainability.

The current share price is $56.45 and the market average target price is $61.34, showing investors' high recognition of its stable cash flow. With the "low leverage of long-term leases in lots", Realty Income has become an important allocation tool to resist inflation fluctuations.

 Key data (forecast in 2025):
- Dividend yield: 5.71%
- Quarterly dividend: $0.26/share - Corporate value: $80 billion - Annualized basic rental: $5.05 billion - Occupancy rate: >98%
- AFFO/share: $4.22–$4.28
- Current share price: $56.45
- Average target price: $61.34

Investment Inspiration: Building a Income Moat in the Age of Inflation

Amko, Global Tobacco and Realty Income represent three major areas: packaging, agricultural supply chain and commercial real estate. Although they have different industries, they share a core characteristic: continuously creating stable cash flow and improving shareholder returns in the long term .

In the macro environment where core inflation is still at 2.9%, these "dividend aristocrats" not only provide considerable current returns, but also have certain capital preservation capabilities. However, it should be noted that the target price is only predicted by analysts and does not constitute a guarantee of future performance. Commodity prices, regulatory policy changes and leasing market fluctuations are still potential risks.

Therefore, in the face of New York's high cost of living and shrinking purchasing power, wise investors should consider including such high dividend, low volatility, and stable operations in a diversified portfolio.

Now, you might as well walk into the familiar pizza restaurant on the corner of the street, take a bite of the hot cheese pizza, and think quietly: Should you join a "dividend aristocrat" in your portfolio?

The above is the detailed content of Core inflation, dividend aristocrats and tobacco REITs: New York Investor Guide. For more information, please follow other related articles on the PHP Chinese website!