The Biggest Dividend Raises of 2026 (So Far)

FIXBullishHigh ConvictionSignal-backedPrimary

Comfort Systems USA (FIX) is a strong buy due to its exceptional dividend growth and stock performance, fueled by the data center boom.

KONeutralMedium ConvictionSignal-backedPrimary

Coca-Cola's recent 3.9% dividend raise is on the lower side, but dividend growth could accelerate if EPS growth projections of 7-8% are met, despite current high free cash flow payout ratios.

AMZNNeutralLow ConvictionResearch Only

Amazon (AMZN) is referenced as an example of how successful advertising businesses can be for e-commerce companies.

COSTNeutralLow ConvictionResearch Only

Costco (COST) is mentioned as a company with high multiples, where profitability is significantly driven by its membership fees, a strategy that is often overlooked in analysis.

WMTBullishMedium ConvictionSignal-backedPrimary

Walmart (WMT) is highlighted for its recent dividend raise, stock buyback, and growth in high-margin subscription and advertising businesses, making it an interesting investment despite high multiples.

DPZNeutralMedium ConvictionSignal-backedPrimary

Domino's Pizza (DPZ) had a 14.4% dividend increase, supported by consistently growing earnings per share.

HDNeutralLow ConvictionResearch Only

Home Depot's dividend raise was very small, reflecting a slowdown in their earnings growth.

DELLNeutralLow ConvictionResearch Only

Dell is mentioned as a company that has announced a significant dividend increase.