Dividend Announcement Thread!

[Dividend Watcher]

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
  

Except in certain sectors and really high quality companies, I'm guessing 2.5-5% raises are going to be the norm for a while yet. At least it's keeping up with inflation. I'm staying the course but am doing a little re-arranging. Now that I'm retired, I'm slimming down some of my very low yield (<1.5%) companies and moving some to the higher yielding (>3.25%) companies that are still raising on a regular basis.

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.

[Dividend Watcher]

H.B. Fuller Increases Quarterly Dividend by 4.3 Percent
Apr 16, 2026

ST. PAUL, Minn.--(BUSINESS WIRE)--H.B. Fuller Company (NYSE: FUL) today announced that its Board of Directors approved an increase in the Company’s regular quarterly cash dividend from $0.2350 per share of common stock to $0.2450 per share of common stock, payable on May 14, 2026 to shareholders of record at the close of business on April 30, 2026.

H.B. Fuller has paid quarterly cash dividends on its common stock for 58 consecutive years.

[Dividend Watcher]

P&G Declares Dividend Increase for April 2026
Apr 14, 2026

CINCINNATI--(BUSINESS WIRE)--The Board of Directors of The Procter & Gamble Company (NYSEG) declared an increased quarterly dividend of $1.0885 per share on the Common Stock and on the Series A and Series B ESOP Convertible Class A Preferred Stock of the Company, payable on or after May 15, 2026 to Common Stock shareowners of record at the close of business on April 24, 2026, and to Series A and Series B ESOP Convertible Class A Preferred Stock shareowners of record at the start of business on April 24, 2026. This represents a three percent increase compared to the prior quarterly dividend.

P&G has been paying a dividend for 136 consecutive years since its incorporation in 1890 and has increased its dividend for 70 consecutive years. This reinforces our commitment to return cash to shareowners, many of whom rely on the steady, reliable income earned with their investment in P&G.

[Dividend Watcher]

Albertsons Companies Announces 13% Increase in Common Stock Dividend
Apr 14, 2026

BOISE, Idaho--(BUSINESS WIRE)--Albertsons Companies, Inc. (NYSE: ACI) (the “Company”) today announced its Board of Directors has declared an increased cash dividend for the first quarter of fiscal 2026 of $0.17 per share of common stock, representing a new annualized dividend of $0.68 per share. The quarterly cash dividend is payable on May 8, 2026, to stockholders of record as of the close of business on April 24, 2026.

This increase reflects the Company’s confidence in its core business, the strength of the underlying free cash flow generation and its balanced approach to capital allocation over time. Since the Company’s initial public offering in June 2020, the Company’s dividend has grown from an annualized level of $0.40 per share to $0.68 per share, representing a 10% compound annual growth rate.
---

NOTE: This company is not on the CCC list. They froze their dividend between 2022/2023. I thought I'd highlight the increase in light of their claim above.

[Dividend Watcher]

Tanger Increases Dividend by 7%
Apr 13, 2026

Declares Quarterly Dividend of 31.25 Cents per Share

GREENSBORO, N.C.--(BUSINESS WIRE)--Tanger (NYSE: SKT), a leading owner and operator of outlet and other open-air retail shopping destinations, announced today that its Board of Directors approved a 6.8% increase in the dividend on its common shares from $1.17 to $1.25 per share on an annualized basis. Simultaneously, the Board of Directors declared a quarterly cash dividend of $0.3125 per share, payable on May 15, 2026 to common shareholders of record on April 30, 2026.

[Dividend Watcher]

Agree Realty Declares Increased Monthly Common Dividend
Apr 9, 2026

Increase Results in 4.3% Year-Over-Year Growth

ROYAL OAK, Mich.--(BUSINESS WIRE)--Agree Realty Corporation (NYSE: ADC) (the “Company”) today announced that its Board of Directors has authorized, and the Company has declared, a monthly cash dividend of $0.267 per common share, representing a 1.9% month-over-month increase. The monthly dividend reflects an annualized dividend amount of $3.204 per common share, representing a 4.3% increase over the annualized dividend amount of $3.072 per common share from the second quarter of 2025. The dividend is payable May 14, 2026 to stockholders of record at the close of business on April 30, 2026.

[Dividend Watcher]

Aon Announces 10% Increase to Quarterly Cash Dividend
Apr 10, 2026

DUBLIN, April 10, 2026 /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that its Board of Directors has approved a 10% increase to its quarterly cash dividend on Aon's outstanding Class A Ordinary Shares.

Consistent with the 10% increase in the dividend, the Board of Directors has declared a quarterly cash dividend of $0.820 per share on Aon's outstanding Class A Ordinary Shares. The dividend is payable May 15, 2026 to shareholders of record on May 1, 2026.