NET dividend analysis

NET dividend deep dive

NET returns 1.80% per year through the dividend at the current $98.00 share price. The payout sits at 68% of trailing earnings, leaving 32% as retained capital — the standard line for evaluating dividend safety alongside the company's free-cash-flow trajectory.

Pillar mix backing the NET dividend: Quality 73/100, Risk 34/100, and a payout-strain adjustment that lands the dividend safety at 66/100. The Risk pillar is the place to look first if leverage or earnings cyclicality is a concern.

Reinvested-distribution math on NET at $98.00: holding yield (1.80%) and growth (3.8%) constant, the cumulative income compounds to roughly 9.7% over 5 years, 20.3% over 10, 44.8% over 20.

On the peer line for NET: KO (5.00%), PG (1.50%), PEP (2.90%). The cohort-mean yield (3.13%) sets the baseline; the 1.80% read on NET is 1.33 pp below that anchor.

For NET cash-flow planning: ex-date 2026-03-01, settlement 2026-03-15, quarterly run-rate $0.440/share. Annualized: $1.76.

NET synthesis: yield 1.80%, growth 3.8%, safety 66/100, payout 68%. The next earnings line will tell whether free-cash-flow conversion supports the current trajectory.