vvincii — August 2026

The month in dividend coverage: which companies re-reported, what their numbers say now, and one thing worth noticing across the whole universe of 573 dividend payers.

Every figure is computed from the filing itself rather than taken from a data vendor, so anything here can be checked against the 10-K it came from.

15 companies filed

• Ubiquiti (UI) — free cash flow 21.3%, rating 58
• Sysco (SYY) — free cash flow 53.5%, rating 68
• Parker-Hannifin (PH) — free cash flow 24.0%, rating 68
• Sanfilippo John B & Son (JBSS) — free cash flow 130.8%, rating 3
• Estee Lauder Companies (EL) — free cash flow 38.6%, rating 68
• Amcor (AMCR) — free cash flow 97.2%, rating 26
• Tapestry (TPR) — free cash flow 18.0%, rating 71
• Resmed (RMD) — free cash flow 21.2%, rating 67
• Cardinal Health (CAH) — free cash flow 10.9%, rating 80
• News (NWSA) — free cash flow 25.2%, rating 59
• Lam Research (LRCX) — free cash flow 26.0%, rating 54
• KLA (KLAC) — free cash flow 28.1%, rating 54
• Fox (FOXA) — free cash flow 19.6%, rating 69
• Automatic Data Processing (ADP) — free cash flow 50.1%, rating 54
• …and 1 more

Where the screener number is most misleading

A screener shows one payout ratio, almost always against earnings.

These are the companies where that number is comfortable and the

cash figure is not — excluding any whose latest year is an outlier

against its own history, so none of this is a one-off.

• CME Group (CME) — earnings 44.8%, free cash flow 93.8%
• Sonoco Products (SON) — earnings 21.0%, free cash flow 60.2%
• Eli Lilly (LLY) — earnings 27.1%, free cash flow 60.0%
• Tractor Supply (TSCO) — earnings 44.7%, free cash flow 65.9%
• Merck (MRK) — earnings 45.1%, free cash flow 66.1%
• Iradimed (IRMD) — earnings 66.9%, free cash flow 87.5%

Every figure is computed from SEC XBRL and every page cites the filing it came from. Research, not investment advice.