Ubiquiti and Popular Lead Dividend Increases for Aug 15-21

Dividend Increases for the Week

During the week of August 15-21, 2026, ten companies announced dividend increases, and one declared a special dividend. The largest increases came from Ubiquiti Inc. (UI) with a 25% raise and Popular, Inc. (BPOP) with a 20% increase. Other companies also announced more modest hikes.

Investment Grade Highlights

Among the companies with investment-grade credit ratings, BPOP, Stock Yards Bancorp (SYBT), UI, and UNITY Bancorp (UNTY) were noted. Most of these are trading near fair value, with BPOP and SYBT closest to their intrinsic worth. UI stands out for its quality and growth prospects, but it trades at a 5.06% premium to fair value and has a relatively short dividend increase streak. BPOP offers strong dividend safety, although its S&P credit rating is below investment grade.

Special Dividend and Concerns

Ethan Allen Interiors Inc. (ETD) issued a substantial $3.00 special dividend. However, its regular dividend payout is considered unsustainably high, and its safety metrics are the weakest among the companies that announced increases this week.

What it means for income investors

The week's announcements reflect a mix of strong growth and potential caution. While UI and BPOP show significant increases, their valuations and credit ratings warrant attention. ETD's special dividend is notable, but its regular payout sustainability is questionable.

Reporting based on: Seeking Alpha. Figures verified against market data where available.