Dividend News

■ Announcement · Aug 23 Ubiquiti and Popular Lead Dividend Increases for Aug 15-21 Ten companies raised dividends, with Ubiquiti up 25% and Popular 20%. ETD declared a $3.00 special dividend. ■ ETF · Aug 23 VIG's Index Excludes Top 25% Highest-Yielding Dividend Stocks by Design Vanguard Dividend Appreciation ETF (VIG) tracks an index that removes the top 25% of highest-yielding dividend stocks, potentially limiting income for investors. VIG ■ ETF · Aug 23 Pairing SCHD with SCHY for Global Dividend Exposure SCHD's U.S.-only focus leaves international dividend stocks untapped. SCHY offers similar quality screening with a 3.7% yield, making it a complementary pairing. SCHD ■ Announcement · Aug 23 State Farm to Distribute $5 Billion in Dividends to Auto Policyholders State Farm is issuing $5 billion in dividends to eligible auto insurance customers, with payments starting July 31. Average payment is $100 per vehicle. SFP ■ Analysis · Aug 23 30-Year Treasury Yield Exceeds Dividend Stocks by 2.2 Points: Historical Context The 30-year Treasury yield recently hit 5.33%, its highest in 19 years, surpassing the yield on dividend-focused ETFs like SCHD. Historical data from 2007 shows the last time this occurred, bonds outperformed as dividend cuts surged. SCHD ■ Cut · Aug 23 Conagra Brands Cuts Dividend by 50% After S&P 500 Removal Conagra Brands slashed its dividend by half, reducing its yield from 10% to 5%, following its removal from the S&P 500. The company aims to improve its balance sheet and adapt to changing consumer preferences. CAG ■ ETF · Aug 22 iShares Core Dividend Growth ETF's Two Strict Inclusion Tests Explained DGRO only includes stocks with 5+ years of dividend growth and payout ratios below 75%, aiming for sustainable income growth. DGRO ■ Analysis · Aug 22 BCE Dividend Reset: New Payout Policy and Yield After 2025 Cut BCE cut its dividend by 56% in 2025, resetting its payout policy to 40-55% of free cash flow. The current yield is 5.37%. BCE ■ Cut · Aug 22 SouthPoint Bancshares Ordered to Submit Capital Plan, Curb Dividends Federal and state regulators have ordered SouthPoint Bancshares to submit a capital plan and restrict dividends and debt, following identified deficiencies. SPTH ■ Cut · Aug 22 Telus Cuts Dividend by 55%, Shifts Focus to Debt Reduction Telus reduced its quarterly dividend by about 55% to $0.19 per share, pausing growth to prioritize debt reduction and financial flexibility. T ■ Increase · Aug 22 Fortive Raises Dividend 16.7% as Q2 Earnings Beat Expectations Fortive increased its quarterly dividend by 16.7% and reported better-than-expected Q2 results, supporting its earnings-driven narrative. FTV ■ ETF · Aug 22 DGRO ETF's Two Strict Dividend Tests Explained The iShares Core Dividend Growth ETF (DGRO) follows an index that only includes stocks with 5+ years of dividend growth and a payout ratio of 75% or less, aiming for sustainable income growth. DGROSCHDVYMMSFT ■ Analysis · Aug 22 Realty Income (O) Dividend: Investment Needed for $1,000 Annual Income Realty Income's 5.2% yield means about $19,400 invested generates $1,000 in annual dividends, backed by 98.8% occupancy and 31 years of growth. O ■ Analysis · Aug 22 S&P 500 Dividend Yield Near Record Low: Implications for Income Investors The S&P 500's dividend yield has fallen to near 1%, a record low, as stock prices outpace payouts. This trend challenges retirees who rely on dividend income. SPY ■ ETF · Aug 22 SCHD's Resilience: A Review of Recent Performance and Income Stability Despite earlier concerns, SCHD has shown resilience with strong gains from top holdings and consistent dividend growth, highlighting the importance of staying invested. SCHDMRK ■ Announcement · Aug 22 TotalEnergies Sets Second Interim Dividend at €0.90 for FY2026 TotalEnergies' board approves a second interim dividend of €0.90 per share for fiscal 2026, up 5.9% from 2025, with payment scheduled for January 2027. TTE ■ ETF · Aug 22 SCHD and SCHY: A Global Dividend Pairing Strategy The Schwab U.S. Dividend Equity ETF (SCHD) is a favorite for dividend investors, but it lacks international exposure. Pairing it with the Schwab International Dividend Equity ETF (SCHY) can create a diversified global dividend portfolio. SCHD ■ Increase · Aug 22 Coca-Cola (KO) Raises Dividend for 64th Year, Lifts Guidance After Strong Q2 Coca-Cola increased its quarterly dividend to $0.53, marking 64 consecutive years of growth, and raised full-year guidance after a strong second quarter. KO ■ Announcement · Aug 22 Cincinnati Financial Declares Q3 Dividend, Extends Payout Streak to 66 Years Cincinnati Financial's board declared a $0.94 quarterly dividend, payable Oct. 15, 2026, marking the 66th consecutive year of annual dividend increases. CINF ■ Increase · Aug 22 · detected in our data Cummins (CMI) Raises Quarterly Dividend 10% to $2.20 Cummins Inc. (CMI) increases its quarterly dividend by 10% to $2.20 per share, with ex-dividend date set for 2026-08-21. CMI ■ Increase · Aug 22 · detected in our data TSYY declares $0.177 weekly distribution, 2.31% above last week TSYY's new weekly distribution is $0.177 per share, up 2.31% from last week's $0.173, with ex-dividend date 2026-08-21. TSYY ■ ETF · Aug 21 BMO Announces August 2026 Cash Distributions for ETFs and Mutual Fund Series BMO Asset Management and BMO Investments announced August 2026 cash distributions for certain BMO ETFs and ETF series of BMO mutual funds, payable September 2, 2026. BMO ■ Cut · Aug 21 Prospect Capital Q4 NII Beats Estimates Despite Portfolio Shrinkage and Dividend Cut Prospect Capital reported Q4 NII of $0.15 per share, beating estimates, but portfolio contracted and dividend was cut, with coverage improved to over 130%. PSEC ■ Announcement · Aug 21 Samsung Electronics Unveils Up to $80 Billion Shareholder Return Plan Samsung Electronics announced a shareholder return package totaling up to 110 trillion won ($79.5 billion) by 2026, following SK Hynix's buyback. SSNLF