VFC dividend analysis

VFC dividend deep dive

On the income line, VFC prints a 1.80% TTM yield with 48% of earnings going to the dividend. The 5-year distribution CAGR is 6.8%, and the consecutive-growth streak runs 39 years.

Dividend safety on VFC reads 54/100, derived from the VMCI Quality pillar (53/100) adjusted for payout-ratio strain. The score sits in the watchlist band, which is the right anchor for income-portfolio sizing.

Compound-income view on VFC: at 1.80% TTM yield growing at 6.8% per year, a held-and-reinvested position returns 10.0% / 21.0% / 46.4% cumulatively over 5/10/20 years on income alone.

Comparison set on VFC: KO (5.00%), PG (1.50%), PEP (2.90%). With a peer-mean yield of 3.13%, VFC prints 1.80% — a -1.33-pp discount on the income line.

Calendar inputs on VFC: ex 2026-03-01 → pay 2026-03-15. The quarterly cadence and $1.025/share run rate are the operative numbers for income planning.

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