NASDAQ is showing accelerated dividend growth and strong EPS performance, signaling management confidence and business strength.
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Why Dividend Growth Stocks Are Destroying Dividend Kings.
Dividend DataApr 26, 2026
The creator discusses dividend growth stocks, comparing IBM's low dividend increase (0.6%) despite recent stock price appreciation with Dell's significant 20% increase. While IBM's stock has performed better recently, its free cash flow and dividend growth have stagnated, raising questions about future prospects. Dell, on the other hand, shows stronger dividend growth.
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Tickers discussed in this post
Fix Comfort Systems USA is a high-growth HVAC company with impressive dividend and EPS growth, benefiting from AI data center trends.
Micron Technology is experiencing a cyclical boom due to AI demand, leading to a significant dividend raise, but its cyclical nature makes it less of a traditional dividend stock.
Johnson and Johnson is briefly mentioned for its dividend increase, but the creator has not yet analyzed the stock.
Waste Management is a strong compounder with a significant dividend increase and solid growth prospects, making it an attractive investment.
Colgate-Palmolive offers slow dividend growth and plateaued earnings, making it a hold for those seeking stable income rather than growth.
Costco is a top retailer with strong earnings growth and consistent dividend increases, offering high total return potential.
Proctor and Gamble is a high-quality, reliable company for dividend reinvestment, but expect low total returns due to slow growth.
Dell shows strong dividend growth with a 20% increase, contrasting with IBM's stagnation.
IBM's low dividend growth despite stock price gains suggests caution, though its dividend is sustainable.