BF-B dividend analysis

BF-B dividend deep dive

On the income line, BF-B prints a 1.40% TTM yield with 64% of earnings going to the dividend. The 5-year distribution CAGR is 13.4%, and the consecutive-growth streak runs 15 years.

Dividend safety on BF-B reads 63/100, derived from the VMCI Quality pillar (69/100) adjusted for payout-ratio strain. The score sits in the fair-safety band, which is the right anchor for income-portfolio sizing.

Compound-income view on BF-B: at 1.40% TTM yield growing at 13.4% per year, a held-and-reinvested position returns 8.2% / 17.1% / 37.0% cumulatively over 5/10/20 years on income alone.

Comparison set on BF-B: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, BF-B prints 1.40% — a -1.73-pp discount on the income line.

Calendar inputs on BF-B: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $0.855/share run rate are the operative numbers for income planning.

BF-B bottom-line read: low-yield on yield, fast on growth, fair-safety on safety. The income thesis is durable only if the Quality and Risk pillar trajectories stay in their current bands.