U.S. Global Investors to continue monthly dividends; highlights strong performance of gold, silver and airline sector

U.S. Global Investors said it will continue monthly dividends of $0.0075 per share for January–March 2026 (record dates Jan. 12, Feb. 9, Mar. 16; payment dates Jan. 26, Feb. 23, Mar. 30), which equates to an annualized yield of about 3.7% based on its Dec. 5 closing price of $2.43. The firm highlighted standout 2025 commodity performance—gold up 61% year-to-date through November (its strongest annual gain since 1979) and silver topping $60/oz on Dec. 9—citing economic uncertainty, lower-rate expectations, central-bank purchases and persistent silver supply deficits. It also flagged strong momentum in the airline sector into 2026 (TSA screened a record 3.13 million passengers on a Thanksgiving day), noting IATA projects global airline revenue to exceed $1 trillion next year with roughly $41 billion in net profits and ~4% margins, and pointed to its U.S. Global Jets ETF (JETS) for targeted exposure.

Analysis

U.S. Global Investors announced continuation of monthly dividends at $0.0075 per share for January–March 2026 with record dates Jan. 12, Feb. 9 and Mar. 16 and payment dates Jan. 26, Feb. 23 and Mar. 30; using the Dec. 5 close of $2.43 this equates to an annualized yield of about 3.7%, though the declaration currently covers only the first quarter of 2026. The company emphasized commodity strength in 2025, with gold up 61% year-to-date through November—the strongest annual gain since 1979—and silver topping $60/oz on Dec. 9, citing economic uncertainty, lower-rate expectations, central bank purchases and a multi-year silver supply deficit. These commodity moves suggest demand- and policy-driven price momentum rather than company-specific earnings changes, supporting asset allocations into precious metals as a macro hedge. U.S. Global also highlighted airline-sector momentum into 2026, noting a TSA single-day Thanksgiving screening record of 3.13 million and IATA projections of >$1 trillion industry revenue and ~$41 billion net profits with margins near 4%; the firm points investors to its JETS ETF for diversified exposure to carriers, manufacturers and airports, but industry margins remain thin and sensitive to macro shifts.

Key Decisions for Investors

• Consider a modest, tactical allocation to GROW for yield and thematic commodity exposure given the announced $0.0075 monthly payout (3.7% annualized at $2.43), but size positions conservatively because the dividend is only confirmed through March 2026 and the company is small relative to broader funds
• Increase exposure to gold and silver via ETFs or physical allocations to capture policy-driven momentum, while monitoring central bank purchases and Fed rate expectations as primary drivers that could reverse the rally
• Consider targeted exposure to the airline recovery through a diversified vehicle such as JETS to capture industry revenue growth, but limit position size or hedge because projected net margins are modest (~4%) and the sector remains sensitive to macro volatility
• Watch near-term triggers—Fed rate commentary, central bank buying reports, Silver Institute supply updates, monthly dividend declarations beyond March, TSA traffic trends and IATA updates—and adjust positioning if any of these indicators weaken