Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 16 2024
0mins
Should l Buy AAPL?
Source: NASDAQ.COM
Invesco Dividend Achievers ETF Overview: The Invesco Dividend Achievers ETF (PFM) is a passively managed fund focused on the Large Cap Value segment of the US equity market, with assets over $697 million and an annual operating expense ratio of 0.53%. It aims to match the performance of the NASDAQ US Broad Dividend Achievers Index, featuring significant holdings in Information Technology, Financials, and Healthcare sectors.
Performance and Comparison: PFM has shown a year-to-date gain of 16.28% and a one-year increase of approximately 23.33%, while maintaining a medium risk profile with a beta of 0.83. Other similar ETFs like Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Value ETF (VTV) offer lower expense ratios and larger asset bases, making them alternatives for investors seeking dividend-paying stocks.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 261.730
Low
239.00
Averages
306.89
High
350.00
Current: 261.730
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- iPhone Sales Surge: iPhone sales rose 23.4% year-over-year, further solidifying Apple's market dominance in hardware, indicating strong consumer preference and brand loyalty.
- Exceptional Profit Margins: The company's net income margin reached 29.3% in the last fiscal quarter, reflecting its outstanding profitability and pricing power, despite facing regulatory scrutiny and delays in Siri updates.
- Cautious Market Outlook: While Apple's P/E ratio stands at 33.1, indicating a premium valuation, investor concerns about its cautious approach in the AI race may lead to underperformance compared to the broader market over the next five years.
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- Product Showcase Announcement: Apple is set to host a 'special Apple Experience' on March 4 in New York, London, and Shanghai; while details remain undisclosed, the 3D Apple logo's colors have sparked speculation about a new low-cost MacBook, potentially drawing media and consumer interest.
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- Economic Data Focus: Investors are closely monitoring the upcoming ADP Weekly Employment Change and Empire State Manufacturing Index releases, as these data points could influence market sentiment and guide future investment decisions.
- Earnings Watch: The market will be looking for quarterly reports from companies like Medtronic and LabCorp, as their performance will provide further insights into economic health and could impact the performance of related stocks.
See More
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- Creator Control: The new feature will empower creators to have full control over their content and business models while simplifying the process for audiences to listen to or watch podcasts, which is expected to attract more content creators to the platform.
- Advertising Market Opportunity: Creators can dynamically insert video ads, including host-read spots, unlocking access to a broader video advertising market and enhancing revenue potential while maintaining creative control.
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- Economic Growth Expectations: Concerns about the job market, affordability, and tariff impacts exist, yet expectations for GDP and earnings growth, along with stable inflation, have not raised urgent red flags for the markets, suggesting a wait-and-see approach.
- Investment Strategy Adjustments: Vanguard ETFs offer three strategies to mitigate potential bear market risks, including the Short-Term Treasury ETF (VGSH), which provides a 3.6% yield, ensuring a safe income stream while minimizing volatility.
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See More
Apple Reports Strong Q1 Growth Amid Challenges
- Significant Revenue Growth: Apple reported a 15.7% year-over-year revenue increase in Q1 2026 (ending December 27), primarily driven by robust demand for the iPhone 17 lineup, showcasing its sustained leadership in the smartphone market.
- iPhone Sales Surge: iPhone sales rose 23.4% year-over-year, further solidifying Apple's market dominance in hardware, indicating strong consumer preference and brand loyalty.
- Exceptional Profit Margins: The company's net income margin reached 29.3% in the last fiscal quarter, reflecting its outstanding profitability and pricing power, despite facing regulatory scrutiny and delays in Siri updates.
- Cautious Market Outlook: While Apple's P/E ratio stands at 33.1, indicating a premium valuation, investor concerns about its cautious approach in the AI race may lead to underperformance compared to the broader market over the next five years.
See More
Apple Releases iOS 26.4 Beta and Announces Product Showcase
- New System Release: Apple launched the iOS 26.4 beta on Monday, introducing features like video podcasts and an Apple Music playlist tool, but lacking enhancements for Siri, indicating slow progress in AI that could impact user experience and market competitiveness.
- Product Showcase Announcement: Apple is set to host a 'special Apple Experience' on March 4 in New York, London, and Shanghai; while details remain undisclosed, the 3D Apple logo's colors have sparked speculation about a new low-cost MacBook, potentially drawing media and consumer interest.
- Increased Stock Pressure: Apple's stock fell 8% last week, marking its largest weekly decline since April last year, despite reporting record iPhone revenue in the latest quarter, indicating strong demand but overshadowed by a broader tech sell-off affecting its stock performance.
- Market Sentiment Shift: Retail sentiment for AAPL has remained in the 'bearish' zone over the past week, reflecting investor concerns about future performance, particularly ahead of new product launches, which may affect short-term market confidence.
See More
Apple Launches New Integrated Video Podcast Feature
- New Podcast Experience: Apple plans to launch a new integrated video podcast feature on its Apple Podcasts app this spring, aiming to enhance its content ecosystem and attract more users.
- Strategic Expansion: This initiative aligns with Apple's broader strategy to strengthen its streaming business, particularly highlighted by the success of its series 'Severance' on Apple TV, further solidifying its position in the streaming market.
- Market Performance: According to Benzinga Pro, Apple stock has declined 5.62% year-to-date, with a 2.27% drop on Friday, closing at $255.78, reflecting cautious market sentiment towards its new strategy.
- Competitive Analysis: Benzinga's Edge Rankings place Apple in the 94th percentile for quality and the 51st percentile for momentum, indicating mixed performance in the industry that may affect investor confidence.
See More
Hapag-Lloyd Acquires ZIM for $4.2 Billion Amid Market Volatility
- Acquisition Deal: Hapag-Lloyd has signed a definitive agreement to acquire ZIM Integrated Shipping for $4.2 billion, representing a 58% premium over ZIM's recent closing price, which will enhance Hapag-Lloyd's competitive position in the global shipping market.
- Market Sentiment: Despite the acquisition news, U.S. stock futures fell sharply after the Presidents' Day break, with Nasdaq futures down 0.6%, indicating ongoing investor concerns regarding the 'AI disruption' trade.
- Economic Data Focus: Investors are closely monitoring the upcoming ADP Weekly Employment Change and Empire State Manufacturing Index releases, as these data points could influence market sentiment and guide future investment decisions.
- Earnings Watch: The market will be looking for quarterly reports from companies like Medtronic and LabCorp, as their performance will provide further insights into economic health and could impact the performance of related stocks.
See More
Apple Unveils Integrated Video Podcast Experience on Apple Podcasts
- Video Podcast Integration: Apple plans to launch a new integrated video podcast experience this spring, aiming to align more closely with competitors like Spotify, YouTube, and Netflix, thereby reinforcing its leadership in the podcast market.
- Creator Control: The new feature will empower creators to have full control over their content and business models while simplifying the process for audiences to listen to or watch podcasts, which is expected to attract more content creators to the platform.
- Advertising Market Opportunity: Creators can dynamically insert video ads, including host-read spots, unlocking access to a broader video advertising market and enhancing revenue potential while maintaining creative control.
- No Distribution Fees: Apple will not charge podcast hosting providers or creators for distribution, whether via traditional RSS/MP3 or HLS video, a strategy that will further entice creators to utilize the Apple Podcasts platform.
See More
Investor Fears of Bear Market Intensify
- Shift in Market Sentiment: Since 2022, investor fears of a bear market have intensified, with value, dividend, and international stocks emerging as leaders despite the S&P 500 being virtually flat in 2026, indicating a structural shift in market dynamics.
- Economic Growth Expectations: Concerns about the job market, affordability, and tariff impacts exist, yet expectations for GDP and earnings growth, along with stable inflation, have not raised urgent red flags for the markets, suggesting a wait-and-see approach.
- Investment Strategy Adjustments: Vanguard ETFs offer three strategies to mitigate potential bear market risks, including the Short-Term Treasury ETF (VGSH), which provides a 3.6% yield, ensuring a safe income stream while minimizing volatility.
- Defensive Equity Allocation: The Vanguard U.S. Minimum Volatility ETF (VFMV) helps investors reduce downside risk by investing in stocks expected to exhibit lower volatility, maintaining equity exposure while currently holding significant allocations in technology, industrials, consumer discretionary, and financials.
See More
