LongABTJune 30, 2026

Matrix Dividend Income Strategy on Abbott Laboratories

Thesis

Matrix initiated a partial position in Abbott after a sharp pullback from its 52-week high. The fund likes Abbott's diversified healthcare businesses, recurring revenues, strong balance sheet and record of 54 years of dividend increases. At less than 16 times estimated 2026 earnings, the shares were trading at a substantial discount to both the market and Abbott's own valuation history while offering a 2.8% dividend yield at purchase.

We believe that the company is an attractive investment for the portfolio because of its recurring revenues, strong balance sheet, 54 years of dividend increases
Matrix Dividend Income Strategy — Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026

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