December 11th, 2025 | 07:00 CET
Big news at TUI! Up to 16% dividend with Vonovia and RE Royalties shares!
Big news at TUI. Things had been quiet around TUI shares in recent weeks, but the Company has now catapulted itself back into the headlines. For the first time since the coronavirus pandemic, TUI plans to pay a dividend again. The stock reacted surprisingly weakly to the news. In contrast, the share of dividend hidden gem RE Royalties finally appears to be gaining traction. A dividend yield of around 16% is an attractive entry point! Vonovia shareholders currently receive a stable dividend yield of around 5%. The stock has been somewhat disappointing this year. However, analysts remain optimistic and have high hopes for the security.
time to read: 3 minutes
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Author:
Fabian Lorenz
ISIN:
TUI AG NA O.N. | DE000TUAG505 , VONOVIA SE NA O.N. | DE000A1ML7J1 , RE ROYALTIES LTD | CA75527Q1081
Table of contents:
"[...] We have built one of the largest land packages of any non-producer in the belt at over 440 sq.km and have made more than 25 gold discoveries on the property to date with 5 of these discoveries totaling about 1.1 million ounces of gold resources. [...]" Jared Scharf, CEO, Desert Gold Ventures Inc.
Author
Fabian Lorenz
For more than twenty years, the Cologne native has been intensively involved with the stock market, both professionally and privately. He is particularly passionate about national and international small and micro caps.
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RE Royalties: Dividend hidden gem gets going
Is the dividend insider tip stock finally gaining traction? It certainly seems that way. And it is about time, too. The Canadians pay a quarterly dividend of CAD 0.01, which amounts to CAD 0.04 per year. With a current share price of CAD 0.24, this represents a dividend yield of 16%. At the same time, RE Royalties' business model appears both innovative and solid. The Company finances projects – currently over 100 – related to solar, wind, and hydro power. The Canadians use the continuous income for growth and to pay out an attractive dividend.
https://youtu.be/sKWA0kb1A_s?si=-lYMwJqTH9quOpIQ
In a recent interview with the International Investment Forum (IIF), CEO Bernard Tan explained very clearly how RE Royalties has successfully transferred the license financing model from the raw materials industry to the renewable energy sector. Project developers receive capital without giving up shares. In return, RE Royalties receives a small share of future revenues. The loans are often repaid after two to three years, and RE Royalties can then reinvest the capital. The income from the projects is often secured by 20- to 40-year power purchase agreements, making it easy to plan. Important: RE Royalties exclusively finances commercially proven technologies such as solar, wind, and hydro. Experimental concepts are avoided.
TUI: Shareholders to receive dividends again
Things had been quiet around TUI shares in recent weeks. The share price has hardly changed in the current year. But now the Company has catapulted itself back into the headlines. The travel group plans to pay its shareholders a dividend again for the first time since the coronavirus pandemic. At that time, TUI was fighting for survival. Surprisingly, at that time, the share was even trading above the current level of EUR 8.
At least the dividend is coming now. Following a significant increase in profits in the past fiscal year, shareholders are to receive 10 cents per share after the annual general meeting in February 2026. In the 2024/2025 fiscal year (ending September 30), TUI increased its revenue by around 4% to EUR 24.2 billion. Adjusted operating profit (adjusted EBIT) rose disproportionately by 9% to EUR 1.4 billion.
In the current year, the MDAX-listed company aims to increase revenue by 2% to 4%. Adjusted EBIT is expected to grow by 7% to 10%. Shareholders are also expected to receive profit distributions again in the coming years.
The share reacted surprisingly weakly to the news, losing more than 3% at one point. At around EUR 8, the TUI share is too cheap according to JPMorgan. Analysts confirmed their "Overweight" rating yesterday with a price target of EUR 13.50.
Vonovia: Shares are not moving
When it comes to dividends, real estate shares are a must. Vonovia paid EUR 1.22 per share in 2025. Based on the current share price of around EUR 24, this represents a yield of around 5%. The share has lost around 14% of its value in the current year.
Analysts believe that the shares of Germany's largest real estate group are capable of higher prices. According to marketscreener.de, 10 out of 17 analysts recommend buying. Only two experts consider Vonovia shares a candidate for sale. The average price target is EUR 34.71, which is almost 50% above the current level.
Berenberg is even more confident about the security. Analysts see the fair value of Vonovia shares at EUR 41. The forecasts for the coming year are realistic. Overall, the group is benefiting from megatrends such as urbanization and demographic change. Therefore, the shares are a clear "Buy".
The low price of RE Royalties seems incomprehensible. With a dividend yield of 16% and a solid business model to date, it is actually a must-buy. There is currently no urgent need to buy TUI shares. Vonovia is attractive due to its appealing dividend. Renovation requirements and rising interest rates could have a negative impact on profits.
Conflict of interest
Pursuant to §85 of the German Securities Trading Act (WpHG), we point out that Apaton Finance GmbH as well as partners, authors or employees of Apaton Finance GmbH (hereinafter referred to as "Relevant Persons") may hold shares or other financial instruments of the aforementioned companies in the future or may bet on rising or falling prices and thus a conflict of interest may arise in the future. The Relevant Persons reserve the right to buy or sell shares or other financial instruments of the Company at any time (hereinafter each a "Transaction"). Transactions may, under certain circumstances, influence the respective price of the shares or other financial instruments of the Company.
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