seekingalpha.com
Aviva: Strategy May Continue To Deliver Strong Results (Rating Downgrade)
Aviva has executed a successful U.K.-focused strategy, divesting non-core assets and acquiring Direct Line to strengthen its market position. Operational performance has improved, with rising profits, strong solvency, and increased cross-selling, supporting a 5.6% dividend yield above the FTSE 100 average. Dividend growth is expected to slow to low-to-mid single digits per share, as the Direct Line acquisition increased the share count by 14%.
