SDY’s top holdings moving averages
The top five holdings of the SPDR S&P Dividend ETF (SDY) are AT&T (T), HCP (HCP), Chevron (CVX), Realty Income (O), and National Retail Properties (NNN). Realty Income and National Retail Properties are trading above their 20-day and 100-day moving averages.
Chevron is the worst-performing stock among SDY’s top holdings, with a negative year-to-date (or YTD) return of 21.4%. The whole of SDY’s portfolio is trading at 3.1% above its 100-day moving averages.
Chevron, Realty Income, and National Retail Properties are trading at 6.0%, 4.3%, and 4.1%, respectively, above their 100-day moving averages. AT&T and HCP are trading at 0.42% and 6.0% below their respective 100-day moving averages.
The table above shows the moving averages, forward target prices, and returns of AT&T, HCP, Chevron, Realty Income, and National Retail Properties.
The analysts’ survey indicates an upside of about 12.3% for AT&T from the current levels in the next 12 months. Also, HCP, Chevron, and National Retail Properties have upside targets of 11%, 5.5%, and 6.4% from their current levels, as per Wall Street estimates. AT&T, HCP, and Realty Income have seen sales growth of 3%, 8%, and 20%, respectively.
The trailing-12-month earnings per share (or EPS) for AT&T, HCP, Chevron, Realty Income, and National Retail Properties are $1.19, $2.01, $10.21, $1.04, and $1.24, respectively.
In the next part of the series, we’ll compare the market performance of SDY with broader indexes such as the S&P 500 with respect to volatility.