MMC Reddit Mentions | ChartExchange

I run a screen that scores every dividend payer on four pillars: yield, dividend growth, payout ratio, and coverage. I have [previously](https://www.reddit.com/r/dividends/comments/1qwimuo/six_months_of_transparent_dividend_investing/) posted about the approach in detail. The names below aren't my top five. They're all in the top 15 among large cap US stocks, but each one is down meaningfully, which is what made them worth a post.
Cigna (CI) is down about 25% since August 2024, dragged down with the rest of the health insurers over high medical costs and PBM scrutiny. It yields 2.2% on a small 26% payout with nearly 4x coverage, about as safe as a dividend gets. Note: the 5 year growth number looks huge, but that's because it's starting from a low base. Recent raises are more like 7%, and the streak is only 6 years, so it's still early.
Lowe's (LOW) is down about 23% off its early 2026 high as the housing and renovation slowdown hits. This is the quality anchor here: technically a dividend king (my data only shows 27 years, but the real streak is longer), growing the payout around 16% a year on a comfortable 40% payout and 2.5x coverage. The one issue is that the most recent raise was only 4%, so the big double-digit hikes may be slowing.
Constellation Brands (STZ) is down more than 40% over three years on weak beer sales, a soft wine and spirits lineup, and tariff worries on its Mexican imports. The drop pushed the yield to 2.8% on a reasonable 42% payout, 2.4x coverage, and a 10 year streak. However, growth has stalled hard: the 5 year rate is 6%, but the last raise was about 1%. Cheap for real reasons, and the income growth has flatlined for now.
SBA Communications (SBAC) is down over 50% since January 2022, the usual rate sensitive tower REIT story, where higher rates hit the whole sector no matter the quality. But the business kept growing: 17%/yr dividend growth, last raise a full 13%, on a payout that's only 48% of AFFO. Six year streak, fast grower, down on macro rather than anything broken.
Marsh (MRSH) is down about 30% off its 2025 peak. Quick heads up on the ticker: it changed from MMC to MRSH in January 2026 when Marsh McLennan rebranded to just Marsh. This is the boring in a good way insurance broker: 16 year streak, 14%/yr growth, 44% payout, 2.3x coverage. The kind of steady compounder that doesn't go on sale much.
Broadridge (BR) is down about 49% off its 2025 high, including a rough recent drop that's left it deeply oversold. Under the price action, it's a high quality, sticky revenue fintech business: 18 year streak, 11%/yr growth, 41% payout, 2.4x coverage. The yield's up to 2.8% now.
What ties these together is that most are down on macro or sentiment, not because the dividend itself is broken. Curious what people think. Anything here you'd avoid?
Based on data sourced from FMP. Not investment advice. DYOR.