O dividend analysis

O dividend deep dive

O pays $6.26 per share annually, a 4.60% yield against the current price. The 56% payout sits inside the 60% threshold that's the conventional comfort zone for ongoing distribution growth.

Quality + Risk pillar breakdown on the O dividend: Quality 61, Risk -14, composite safety 59/100. The Risk pillar specifically captures balance-sheet leverage and earnings volatility, both of which weigh on the distribution's durability through cycles.

O reinvested-yield math, holding TTM yield (4.60%) and 5y CAGR (12.6%) constant: 5/10/20-year cumulative income totals 28.7% / 65.7% / 174.6%.

Sector dividend comp for O: KO (5.00%), PG (1.50%), PEP (2.90%) (mean 3.13%). On the trailing TTM line, O pays 4.60% — a +1.47-pp gap to the cohort mean.

O dividend calendar: ex-date 2026-03-01, pay date 2026-03-15. The pattern is quarterly, which means four payments per year at the current $1.565 per quarter run-rate.

Bottom line on O: 4.60% TTM yield + 12.6% growth + 59/100 safety. The forward question is whether the 56% payout ratio leaves enough free cash flow for continued growth at the current pace.