EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs episode artwork

EPISODE · Nov 1, 2025 · 1H 14M

EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs

from Dividend Talk · host Dividend Talk

In this week’s episode of Dividend Talk, we’re back with a jam-packed Dividend Announcements & Earnings deep dive.We kick things off with PayPal initiating its first-ever dividend (welcome to the club, Monkey!), Hershey holding flat to stay off the aristocrat chopping block, and a wild stat on revenue-per-employee (OnlyFans crushes tech giants at $37.6M per head). Then it’s over to dividend hikes from Iberdrola (+8.2%), Rockwell Automation, AbbVie, and ExxonMobil, before diving into earnings: Nestlé’s volume rebound in China, Schneider Electric riding data-center tailwinds, Altria’s cash-rich but growth-poor reality, UnitedHealth’s margin squeeze, T. Rowe Price outflows, and Shell’s $10B FCF buyback machine.In the Q&A, we tackle benchmarking vs. S&P 500, dollar-cost-averaging into falling knives, estate tax broker moves, covered-call ETFs, Finnish gems, Evolution’s permanent pivot, and stock-specific takes on Novo Nordisk, APD, Qualcomm, and more.SEE YOU ON THE INSIDE!!Tickers discussed: PYPL, HSY, GOOGL, MSFT, EBAY, AMZN, IBM, MCD, IEP, IBDR.MC, MUM.DE, SIE.DE, APD, LIN, NOVO-B.CO, EVO.ST, QCOM, ARE, ADC, MO, BATS.L, PM, UNH, TROW, SHEL, XOM, TTE, ITW, ABT, ADP, SCHN.PA, ROC.AX, NOVN.SW, NESN.SW, MCD, APH, DHR, TXN, VFC, RELAS, VWS.CO, WSO, GRG.LJoin us:[Facebook] – Https://www.facebook.com/groups/dividendtalk[Twitter] – @DividendTalk_ , @European_DG[Discord] – https://discord.gg/nJyt9KWAB5[Premium Services] – https://dividendtalk.eu/download-your-free-samples/[Malmo Meetup] – https://t.co/STgV1nMWKj

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EP #268 | PayPal’s First Dividend! | Schneider Data-Center Surge, UNH & Shell Earnings + Listener Qs

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