+- Dividend Growth Forum (https://DividendGrowthForum.com)
+-- Forum: Dividend Growth Investing (https://DividendGrowthForum.com/forumdisplay.php?fid=15)
+--- Forum: Individual Dividend Growth Stocks (https://DividendGrowthForum.com/forumdisplay.php?fid=35)
+--- Thread: Dividend Announcement Thread! (/showthread.php?tid=443)
Pages:
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
RE: Dividend Announcement Thread! - Dividend Watcher - 04-14-2026
I agree. It's not just the consumer staples. Home Depot (1.3%) and Lowe's (4.3%) both were disappointing the last couple years. Hershey was much lower than usual and also a year late (frozen for 2 years, IIRC). ABBV (5.5%) and AMGN (2.9%) also were much lower than in the past. Deere hasn't increased since Feb 2025. United Healthcare only raised about 5% in 6/25 and they haven't announced 2026 yet -- I'm not hopeful in the current environment.
I think it's due to a multiple of factors:
- higher interest rates than the last 6 or 7 years (at least)
- uncertainty and confusion on tariffs (and retaliations)
- uncertainty on inflation
- deporting ~3% of your population takes a bite out of consumer spending, especially on essentials
- and now ... the gas pricing problems may contribute in the near term
- of course, just about all companies face a 2-3 year slump at some point in their lifetime
ADP is still sticking to its 10%ish range for now and the current dividend rate is the highest in years.
I'm waiting to see MSFT's announcement later in the year to see if their sticking to their 8-10% usual raise.
Surprisingly, Cummins (CMI) has been doing some nice increases for a few years despite their headwinds.
I would also look at Accenture (ACN). (Spreadsheet coming soon.) Yield highest it's been in a while (like ADP). To me, their only issue is Schwab won't let you do dividend reinvesting on foreign stocks. ACN is an Irish company.