Published November 19th, 2018
We analyzed each Dividend Aristocrat by looking at their earnings, dividends, maximum draw down (MDD) and stock price performance during the 2007-2009 financial crisis.
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Dividend aristocrat Exxon Mobil (XOM) is the world’s largest energy company based on its market capitalization of $347 billion (Oct-2018) and paying dividend for 36 consecutive years. Exxon Mobil is engaged in the exploration for, and production of, crude oil and natural gas, manufacture of petroleum products and transportation and sale of crude oil, natural gas and petroleum products.
The company’s stock performance during the 2007-2009 financial crisis can been seen below:
- 2007 performance +26.42%
- 2008 performance -14,79%
- 2009 performance -13.85%
- Overall 2007-2009 performance -7.21%
- Maximum Draw Down (MDD) -34.54%
The stock is not in the top-15 best performing dividend aristocrats during the last recession (2007-2009).
The company’s earnings-per-share trend during the 2007-2009 financial crisis is as follows:
- 2007 adjusted earnings-per-share of $7.26
- 2008 adjusted earnings-per-share of $8.66
- 2009 adjusted earnings-per-share of $3.98
- 2010 adjusted earnings-per-share of $6.22
Exxon’s earnings were volatile during the recession, but the company continued to pay rising dividends each year as shown in the chart below (2007-2010):
See also the overall performance of the dividend aristocrats during recession.
Other Sources of Dividend Investment Ideas
The Dividend Aristocrats list is not the only way to quickly screen for businesses that regularly pay rising dividends.
- The Dividend Kings List is even more exclusive than the Dividend Aristocrats. It is comprised of less than 20 businesses with 50+ years of consecutive dividend increases.
- The MoneyInvestExpert Defensive Aristocrats is a performance-based top-10 selection of the Dividend Aristocrats to outperform the market on the long-term.
- Portfolio lists like the Berkshire Hathaway Portfolio or Bill Gates’stock portfolio can be a source.
- For the European focused investors there is also the list of European Dividend Aristocrats.
- Dividend Champions are not necessarily members of the S&P 500 index, have increased their dividend for 25 or more consecutive years.
- 100+ years of dividend, the list of stocks that pay over 100 year of dividend can be an list of inspiration.
Next to selecting the right dividend stocks, important principles for successful long-term investing are Disciple, Diversification, Defensive & indeed Dividend. Read more about this in our free e-book.
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