A thoughtful approach to building wealth through Canadian dividend investing

Understanding Yield Averages: A Case Study with Enbridge

When analyzing dividend stocks, understanding historical yield patterns can provide valuable insights into a company’s dividend consistency and value proposition. Let’s examine Enbridge (ENB) as a practical example of how to use yield averages in your investment analysis.

Current Yield Snapshot

As of March 2025, Enbridge (ENB) offers:

  • Current dividend yield: 6.45%
  • Annual dividend payment: $2.68 per share
  • Payment frequency: Quarterly ($0.67 per quarter)

Historical Yield Analysis

3-Year Perspective

  • Average yield over the past 3 years: 6.10%
  • Current yield (6.45%) vs 3-year average: +0.35%
  • Dividend growth rate: 3.15% (3-year average)

5-Year Perspective

  • Average yield over the past 5 years: 6.25%
  • Current yield (6.45%) vs 5-year average: +0.20%
  • Dividend growth rate: 4.39% (5-year average)

10-Year View

  • Dividend growth rate: 10.09% (10-year average)
  • Demonstrates long-term commitment to dividend growth
  • Shows company’s ability to maintain payments through different market cycles

What These Numbers Tell Us

  1. Yield Consistency

    • Current yield (6.45%) is slightly above the 5-year average (6.25%)
    • Suggests the stock is fairly valued to slightly undervalued
    • Provides an attractive entry point for income investors
  2. Growth Patterns

    • Strong 10-year dividend growth (10.09%)
    • More moderate recent growth (4.39% over 5 years)
    • Indicates maturing business model with sustainable payout levels
  3. Income Reliability

    • Quarterly payment schedule
    • 29-year history of consecutive increases
    • Above-average yield compared to broader market

Investment Implications

When analyzing these yield metrics, consider:

  1. Value Assessment

    • Current yield above historical average suggests good value
    • Higher than 75% of dividend-paying stocks
    • Premium yield compared to energy sector peers
  2. Risk Factors

    • Payout ratio considerations
    • Industry cyclicality
    • Interest rate sensitivity
  3. Income Planning

    • Reliable quarterly payments
    • Strong history of increases
    • Above-average income potential

Practical Application

For dividend investors, Enbridge’s yield metrics suggest:

  • Attractive current income opportunity
  • Strong potential for continued dividend growth
  • Reliable income stream backed by long-term performance

Conclusion

Enbridge’s yield history provides an excellent case study in using historical averages for dividend analysis. The current yield of 6.45%, combined with consistent growth and a yield above the 5-year average of 6.25%, presents an interesting opportunity for income-focused investors.

Note: Data as of March 2025. Always conduct your own research and consider consulting with a financial advisor before making investment decisions.

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