This 10% Payer Is the AI Boom's "Stealth Dividend"
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 04 2025
0mins
Source: NASDAQ.COM
Investment Strategy in AI and Nuclear Power: The article suggests that instead of investing solely in popular AI stocks like NVIDIA, investors should consider high-yield closed-end funds (CEFs) focused on nuclear power and utilities, which are expected to benefit from the increasing demand for electricity driven by AI technologies.
Comparison of CEFs: It highlights two specific CEFs: Gabelli Utility Trust (GUT), which has a high premium but lower performance, and Voya Infrastructure Industrials and Materials Fund (IDE), which offers better value and returns while being more tactical in capitalizing on the AI boom.
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Analyst Views on IDE
Wall Street analysts forecast IDE stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDE is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Analyst Rating
0 Buy
0 Hold
0 Sell
Current: 13.260
Low
Averages
High
Current: 13.260
Low
Averages
High
No data
About IDE
Voya Infrastructure, Industrials and Materials Fund (the Fund) is a diversified closed-end fund. The Fund is focused on achieving its investment objective by investing in companies that own and/or operate infrastructure facilities in the infrastructure sector, and in a range of companies, principally in the industrials and materials sectors. The Fund will seek to achieve its investment objective by investing approximately 80% of its managed assets in the equity securities of, or derivatives having economic characteristics similar to the equity securities. The Fund will also seek to secure gains and develop the stability of returns over a market cycle by writing call options on selected indices and/or exchange-traded funds. It invests in various sectors, such as integrated telecommunication services, electric utilities, specialty chemicals, industrial conglomerates, and electrical components and equipment, among others. Voya Investments, LLC serves as the investment adviser to the Fund.
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.
IDE Technologies Signs Contract for New SWRO Desalination Plant in Tamil Nadu, India
- Contract Signing: IDE Technologies has signed a contract with the State Industries Promotion Corporation of Tamil Nadu to design and construct a 60 MLD seawater reverse osmosis desalination plant, aimed at addressing the growing water scarcity challenges in the region.
- Partnership Collaboration: The project will be executed in partnership with Jindal Water Infrastructure and Vishnusurya Projects, showcasing IDE's strong collaborative network and industry influence in the global water treatment market.
- Long-term Operation: The contract includes design, construction, and operation maintenance for 15 years post-launch, ensuring sustainability and long-term water supply capabilities for the project.
- Market Competitive Advantage: IDE secured the project amidst strong competition, utilizing a Hybrid Annual Model and Public-Private Partnership (PPP) framework, demonstrating its leadership and innovative capacity in the water treatment sector.
See More
Voya Announces 2026 Distributions for Five Closed-End Funds
- Distribution Announcement: Voya Investment Management has announced that five of its closed-end funds will distribute dividends on January 15, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Per Share Dividend Details: The Voya Infrastructure, Industrials and Materials Fund will distribute $0.100 per share, indicating robust performance in the infrastructure and industrial sectors, which may attract more investor interest.
- Shareholder Record Date: The record date for all funds is set for December 30, 2025, ensuring that investors can participate in the dividends promptly, thereby enhancing investor confidence.
- Capital Return Risk Advisory: Voya cautions investors that a portion of the distributions may be a return of capital, highlighting investment risks and prompting investors to exercise greater caution in their decision-making.
See More
Voya Funds Declares November 2025 Cash Distributions
- Distribution Plan Implementation: The Board of Trustees of Voya Global Advantage and Voya Infrastructure Funds has approved a monthly cash distribution plan, with expected payments of $0.085 and $0.100 per common share on December 15, 2025, aimed at enhancing shareholder returns and increasing market appeal.
- Transparent Distribution Sources: The distribution sources include net investment income, capital gains, and return of capital, and although these figures are estimates, they demonstrate the funds' flexibility and adaptability amid market fluctuations, which may influence investor confidence.
- Historical Performance Review: As of November 30, 2025, the Voya Global Advantage Fund has a five-year average annual return of 10.96%, while the Voya Infrastructure Fund stands at 11.38%, indicating both funds' stability in long-term investments, potentially attracting investors seeking consistent returns.
- Tax Information Disclosure: The funds will send shareholders a Form 1099-DIV to provide necessary distribution information for tax reporting, ensuring shareholders understand the tax character of distributions, thereby enhancing transparency and compliance.
See More
IDE Technologies Wins Major EPC Contract for 200 MLD Desalination Plant in Mumbai
- Project Scale: IDE Technologies has secured a major EPC contract with the Brihanmumbai Municipal Corporation to design and build a seawater reverse osmosis desalination plant with an initial capacity of 200 million liters per day, significantly enhancing Mumbai's water security amid rising demand and climate variability.
- Long-term Operations: The project includes a 20-year operations and maintenance agreement, ensuring reliable delivery of high-quality drinking water to India's financial capital post-commissioning, thereby enhancing the project's sustainability and reliability.
- Technical Collaboration: IDE will partner with Indian firm GVPR Engineers to deploy advanced energy-efficient desalination technologies, ensuring a stable freshwater source while protecting marine ecosystems, which is crucial for meeting future water demands.
- Strategic Investment: This project represents a strategic investment in Mumbai's long-term water security and underscores IDE's commitment to the Indian market, expected to drive economic growth and address regional water challenges.
See More
Voya Equity Closed End Funds Declare Distributions
Distribution Announcement: Voya Investment Management announced distributions for five of its closed-end funds, with payments scheduled for September 15, 2025, to shareholders of record on September 2, 2025. The distribution amounts per share vary by fund.
Investment Performance Note: The announcement includes a caution that the funds may have distributed more than their income and net realized capital gains, indicating that some distributions could be a return of capital rather than reflecting investment performance.
See More
VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Distribution Announcement: Voya Global Advantage and Premium Opportunity Fund (IGA) and Voya Infrastructure, Industrials and Materials Fund (IDE) declared monthly cash distributions for August 2025, with IGA distributing $0.085 and IDE distributing $0.100 per common share, subject to change based on market conditions.
Tax Reporting Information: The reported distribution amounts are estimates and not for tax reporting purposes; actual amounts will depend on the Funds' investment performance and will be detailed in a Form 1099-DIV sent to shareholders.
See More
IDE Technologies Signs Contract for New SWRO Desalination Plant in Tamil Nadu, India
- Contract Signing: IDE Technologies has signed a contract with the State Industries Promotion Corporation of Tamil Nadu to design and construct a 60 MLD seawater reverse osmosis desalination plant, aimed at addressing the growing water scarcity challenges in the region.
- Partnership Collaboration: The project will be executed in partnership with Jindal Water Infrastructure and Vishnusurya Projects, showcasing IDE's strong collaborative network and industry influence in the global water treatment market.
- Long-term Operation: The contract includes design, construction, and operation maintenance for 15 years post-launch, ensuring sustainability and long-term water supply capabilities for the project.
- Market Competitive Advantage: IDE secured the project amidst strong competition, utilizing a Hybrid Annual Model and Public-Private Partnership (PPP) framework, demonstrating its leadership and innovative capacity in the water treatment sector.
See More
Voya Announces 2026 Distributions for Five Closed-End Funds
- Distribution Announcement: Voya Investment Management has announced that five of its closed-end funds will distribute dividends on January 15, 2026, reflecting the company's ongoing commitment to shareholder returns.
- Per Share Dividend Details: The Voya Infrastructure, Industrials and Materials Fund will distribute $0.100 per share, indicating robust performance in the infrastructure and industrial sectors, which may attract more investor interest.
- Shareholder Record Date: The record date for all funds is set for December 30, 2025, ensuring that investors can participate in the dividends promptly, thereby enhancing investor confidence.
- Capital Return Risk Advisory: Voya cautions investors that a portion of the distributions may be a return of capital, highlighting investment risks and prompting investors to exercise greater caution in their decision-making.
See More
Voya Funds Declares November 2025 Cash Distributions
- Distribution Plan Implementation: The Board of Trustees of Voya Global Advantage and Voya Infrastructure Funds has approved a monthly cash distribution plan, with expected payments of $0.085 and $0.100 per common share on December 15, 2025, aimed at enhancing shareholder returns and increasing market appeal.
- Transparent Distribution Sources: The distribution sources include net investment income, capital gains, and return of capital, and although these figures are estimates, they demonstrate the funds' flexibility and adaptability amid market fluctuations, which may influence investor confidence.
- Historical Performance Review: As of November 30, 2025, the Voya Global Advantage Fund has a five-year average annual return of 10.96%, while the Voya Infrastructure Fund stands at 11.38%, indicating both funds' stability in long-term investments, potentially attracting investors seeking consistent returns.
- Tax Information Disclosure: The funds will send shareholders a Form 1099-DIV to provide necessary distribution information for tax reporting, ensuring shareholders understand the tax character of distributions, thereby enhancing transparency and compliance.
See More
IDE Technologies Wins Major EPC Contract for 200 MLD Desalination Plant in Mumbai
- Project Scale: IDE Technologies has secured a major EPC contract with the Brihanmumbai Municipal Corporation to design and build a seawater reverse osmosis desalination plant with an initial capacity of 200 million liters per day, significantly enhancing Mumbai's water security amid rising demand and climate variability.
- Long-term Operations: The project includes a 20-year operations and maintenance agreement, ensuring reliable delivery of high-quality drinking water to India's financial capital post-commissioning, thereby enhancing the project's sustainability and reliability.
- Technical Collaboration: IDE will partner with Indian firm GVPR Engineers to deploy advanced energy-efficient desalination technologies, ensuring a stable freshwater source while protecting marine ecosystems, which is crucial for meeting future water demands.
- Strategic Investment: This project represents a strategic investment in Mumbai's long-term water security and underscores IDE's commitment to the Indian market, expected to drive economic growth and address regional water challenges.
See More
Voya Equity Closed End Funds Declare Distributions
Distribution Announcement: Voya Investment Management announced distributions for five of its closed-end funds, with payments scheduled for September 15, 2025, to shareholders of record on September 2, 2025. The distribution amounts per share vary by fund.
Investment Performance Note: The announcement includes a caution that the funds may have distributed more than their income and net realized capital gains, indicating that some distributions could be a return of capital rather than reflecting investment performance.
See More
VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Distribution Announcement: Voya Global Advantage and Premium Opportunity Fund (IGA) and Voya Infrastructure, Industrials and Materials Fund (IDE) declared monthly cash distributions for August 2025, with IGA distributing $0.085 and IDE distributing $0.100 per common share, subject to change based on market conditions.
Tax Reporting Information: The reported distribution amounts are estimates and not for tax reporting purposes; actual amounts will depend on the Funds' investment performance and will be detailed in a Form 1099-DIV sent to shareholders.
See More
