According to the GuruFocus All-in-One Screener as of Jan. 31, the following guru-held companies have high dividend yields but performed poorly over the past 12 months.
POSCO
POSCO's (PKX) dividend yield is 4.93% and the payout ratio is 0.93. Over the past 52 weeks, the price has fallen 20.99% and shares are trading with a price-book ratio of 0.40 and a price-earnings ratio of 19.34.
The Korean steel producer has a market cap of $15.24 billion. The return on equity of 2.11% and return on assets of 1.18% are underperforming 59% of competitors. The equity-asset ratio of 0.56 is outperforming 63% of competitors.
The company’s largest guru shareholder is Sarah Ketterer (Trades, Portfolio)’s Causeway Capital Management with 0.11% of outstanding shares, followed by Charles Brandes (Trades, Portfolio) with 0.08% and NWQ Managers (Trades, Portfolio) with 0.06%.
CenturyLink
CenturyLink Inc.'s (CTL) dividend yield is 7.23%. Over the past 52 weeks, the price has fallen 9.71% and the stock is trading with a forward price-earnings ratio of 9.91 and a price-book ratio of 1.10.
The American phone company has a $15.08 billion market cap. The return on equity of -47.31% and return on assets of -11.7% are underperforming 89% of competitors. The cash-debt ratio of 0.04 is outperforming 88% of competitors. The equity-asset ratio of 0.21 is below the industry median of 0.37.
Mason Hawkins (Trades, Portfolio) is the company's largest guru shareholder with 6.76% of outstanding shares, followed by Prem Watsa (Trades, Portfolio) with 0.22% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.18%.
Principal Financial Group
Principal Financial Group Inc.'s (PFG) dividend yield is 4.00% with a payout ratio of 0.46. Over the past 52 weeks, the stock has risen 8.81%. Shares are trading with a price-book ratio of 1.02 and a price-earnings ratio of 11.54.
The company, which provides retirement savings, investment and insurance products, has a market cap of $15.13 billion. GuruFocus rated its profitability 5 out of 10. The return on equity of 0.05% is outperforming 56% of competitors. Its financial strength is rated 2 out of 10. The debt-equity ratio of 0.26 is above the industry median of 0.22.
Mairs and Power (Trades, Portfolio) is the company's largest guru shareholder with 1.04% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.05%, John Hussman (Trades, Portfolio) with 0.01% and Jeremy Grantham (Trades, Portfolio)’s GMO LLC with 0.01%.
Regions Financial
Regions Financial Corp.'s (RF) dividend yield is 3.82% with a payout ratio of 0.39. Over the past 52 weeks, the price has risen 1.52% and the shares are trading with a price-book ratio of 1.0 and a price-earnings ratio of 10.27.
The American bank has a market cap of $14.74 billion and a GuruFocus profitability rating of 4 out of 10. While the return on equity of 9.38% is underperforming the sector, return on assets of 1.24% is outperforming 68% of competitors. Its financial strength is rated 2 out of 10. The cash-debt ratio of 0.41 is outperforming 72% of competitors. The equity-asset ratio of 0.13 is above the industry median of 0.11.
With 0.47% of outstanding shares, Richard Pzena (Trades, Portfolio)’s Pzena Investment Management is the company's largest guru shareholder, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.23% and Pioneer Investments (Trades, Portfolio) with 0.14%.
Magellan Midstream Partners
Magellan Midstream Partners LP's (MMP) dividend yield is 6.29% and the payout ratio is 0.87. Over the past 52 weeks, the share price has risen 4.21%. The stock is trading with a price-book ratio of 5.28 and a price-earnings ratio of 13.5.
The company, which operates pipelines and storage terminals, has a market cap of $14.63 billion. GuruFocus rated its profitability 8 out of 10. The return on equity of 39.96% and return on assets of 13.24% are outperforming 92% of competitors. Its financial strength is rated 4 out of 10. The equity-asset ratio of 0.32 is below the industry median of 0.48.
KB Financial Group
KB Financial Group Inc.'s (KB) dividend yield is 4.48% with a payout ratio of 0.25. Over the past 52 weeks, the share price has fallen 11.76%. The stock is trading with a price-book ratio of 0.45 and a price-earnings ratio of 5.69.
The Korean bank has a market cap of $14.59 billion. The return on equity of 8.14% and return on assets of 0.61% are underperforming 71% of competitors. The equity-asset ratio of 0.08 is underperforming 70% of competitors.
With 0.01% of outstanding shares, Pioneer Investments (Trades, Portfolio) is the company's largest guru shareholder, followed by Pzena with 0.01%.
Disclosure: I do not own any stocks mentioned.
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