In the vast tapestry of capital’s labyrinth, where fortunes twist like lepidoptera in a monetary breeze, Warren Buffett’s six-decade stewardship of Berkshire Hathaway resembles a phoenix rising from textile ashes-yet curiously, a phoenix that never shed a single dividend feather. Not until now, that is. Like a maestro conducting a symphony of yield, the Sage of Omaha has acquired twelve dividend-paying equities in Q2 2025. The question hangs, delicate as a butterfly’s wing: which among this motley brood offers the sweetest nectar to income seekers?
Buffett’s dozen dividend stocks
Beneath this alphabetical menagerie lies a carnival of capital’s fruits:
| Stock | Dividend Yield |
|---|---|
| Allegion (NYSE: ALLE) | 1.20% |
| Chevron (CVX) | 4.34% |
| Constellation Brands (NYSE: STZ) | 2.52% |
| Domino’s Pizza (NASDAQ: DPZ) | 1.51% |
| D.R. Horton (NYSE: DHI) | 0.94% |
| Heico (HEI) | 0.08% |
| Lamar Advertising (LAMR) | 4.95% |
| Lennar Class A (LEN) | 1.48% |
| Lennar Class B (LEN.B) | 1.55% |
| Nucor(NYSE: NUE) | 1.47% |
| Pool Corp.(NASDAQ: POOL) | 1.56% |
| UnitedHealth Group(UNH) | 2.90% |
Five of these stocks-Allegion, D.R. Horton, Lamar, Nucor, and UnitedHealth-mark virgin territory for Berkshire’s portfolio. The Oracle’s most audacious bet? A 5-million-share acquisition of UnitedHealth Group, whose shares plunged 50% like a falcon’s dive into a fiscal canyon. One imagines Buffett, peering through his spectacles, murmuring: “Here lies a rare orchid of opportunity in a garden of thorns.”
Observe the Lennar twins-Class A and B shares-dancing a pas de deux of homebuilding dividends. Buffett’s new position in A-shares and his augmentation of B-shares suggests a choreography of strategic bet-hedging. Meanwhile, Chevron’s enduring romance with Berkshire, begun in 2020, continues unabated-a courtship measured in crude oil and quarterly payouts.
How these stocks compare
Dividend yield, that siren song of income portfolios, reveals Lamar Advertising’s 4.95% as positively operatic compared to Allegion’s whisper-soft 1.20%. But yield alone is but one note in a symphony. Consider the dissonance of Lamar’s 137.5% payout ratio-a fiscal tightrope walk sans safety net. Constellation Brands, with its 104.5% ratio, similarly teeters on the precipice of dividend sustainability.
Chevron, by contrast, performs a ballet of financial grace: 38 consecutive years of dividend increases, a 4.34% yield, and a payout ratio pirouetting at 36.8%. Its 20x forward P/E? A price tag neither vulgar nor parsimonious, but perfectly calibrated for the discerning collector of perpetual income.
Heico’s 59.5 forward P/E looms like a surreal Dalí clock-time itself melting under the weight of overvaluation. Pool Corp. and Lamar, with multiples in the late 29s, flirt with speculative excess like moths drawn to a candle’s fatal glow.
The best of the bunch for income investors
Two contenders emerge from this labyrinth: UnitedHealth and Chevron. The former, with its 2.90% yield and a payout ratio as trim as a surgeon’s incision, promises renewal through premium hikes-a phoenix reborn in healthcare premiums. But the crown jewel? Chevron.
In Chevron’s hydrocarbonic veins flows a dynasty of distributions. A 4.34% yield-plump as a pomegranate-paired with a fortress balance sheet. Its 20x P/E? A modest temple compared to the golden palaces of overpriced equities. Here, income investors find not merely yield, but a perpetuity of payouts-a financial perpetuum mobile spun from oil and gas.
Thus concludes our Nabokovian odyssey through Buffett’s dividend garden. The trader’s verdict? Buy Chevron, hold it through market frolics and frosts, and sip dividends like a connoisseur of vintage vintages. 🧠
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2025-08-26 11:39