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The Overlooked Utility That Just Raised Its Payout 10%

Six decades of raises, a fresh hike, and Wall Street looks to be late.

Dividend Brief Newsletter

Three Dividend Setups Worth Your Attention

Aug 5, 2026

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7 min read

Three Dividend Setups Worth Your Attention

A Bakken pipeline payout, an aircraft leasing raise, and a discounted custody bank aristocrat.

Dividend Brief Analysis

The Quality Compounder That Just Got Cheap Again

Aug 3, 2026

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6 min read

The Quality Compounder That Just Got Cheap Again

32 years of dividend hikes in a row. Stock near 52-week lows. And the water-AI trade is getting almost no attention.

Dividend Brief Newsletter

High-End Tool Stock Set to Gain from Domestic Manufacturing Bump

Aug 2, 2026

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7 min read

High-End Tool Stock Set to Gain from Domestic Manufacturing Bump

Payouts climbed. Share prices didn't get the memo. Guess which names bucked the trend.

Dividend Brief Analysis

The 4% Yielder Where the CEO Cut Himself a Million-Dollar Check

Jul 31, 2026

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7 min read

The 4% Yielder Where the CEO Cut Himself a Million-Dollar Check

The CEO wrote himself a $1M check. To buy his own stock. And the 4% yield pays monthly.

Dividend Brief Analysis

The 12% Yield That Just Caught a Fed-Sized Tailwind

Jul 30, 2026

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6 min read

The 12% Yield That Just Caught a Fed-Sized Tailwind

Tomorrow, one of the country's biggest mortgage REITs cuts another $0.75-a-share check to shareholders. And honestly? Between the beaten-down price and a yield curve that's finally acting normal again, the dividend is the least interesting part of this trade.

Dividend Brief Newsletter

A Mid-Cap Insurer, an Asset Manager, and a Regional Bank Just Filed Their Next Payouts

Jul 29, 2026

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7 min read

A Mid-Cap Insurer, an Asset Manager, and a Regional Bank Just Filed Their Next Payouts

While Wall Street chased the headline numbers, a quiet payout shift slipped past most investors

Dividend Brief Analysis

The Regional Bank Bulking Up Before the Next Rate Cut Cycle

Jul 27, 2026

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6 min read

The Regional Bank Bulking Up Before the Next Rate Cut Cycle

A New England community bank just wrapped its biggest deal in years. Billions in deposits. A pile of cost synergies that haven't touched the P&L. Sixteen years of dividend hikes in a row. Yield's pushing 3%. Wait until analysts actually run the pro forma.

Dividend Brief Newsletter

A Pacific Shipper, an Aircraft Lessor, and a Permian Driller Walk Into Earnings Week

Jul 26, 2026

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7 min read

A Pacific Shipper, an Aircraft Lessor, and a Permian Driller Walk Into Earnings Week

A Pacific container shipper running a trade lane nobody else touches. An aircraft lessor whose book value keeps climbing while global travel stays hot. And a Permian and Marcellus driller sitting on cheap gas as crude firms. Three income names, one very busy August 3rd.

Dividend Brief Analysis

The Dividend King With Golden Arches Of Value

Jul 24, 2026

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7 min read

The Dividend King With Golden Arches Of Value

50 straight years of dividend hikes. And shares sitting near 52-week lows while the S&P prints record highs.

Dividend Brief Analysis

Meet a Global Chemicals Compounder Selling Off Into Its Own Catalyst

Jul 23, 2026

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6 min read

Meet a Global Chemicals Compounder Selling Off Into Its Own Catalyst

A global chemicals heavyweight dropped almost 5% right before it reports. Trades near 7x forward. Pays north of 6%. You don't see setups like this every week.

Dividend Brief Newsletter

The Billion-Dollar Moves Behind Today's Dividend Stories

Jul 22, 2026

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7 min read

The Billion-Dollar Moves Behind Today's Dividend Stories

A $10.9 billion strategy reversal, a massive AI infrastructure bet, fresh dividend hikes, and the payout moves you shouldn't overlook.

The Overlooked Utility That Just Raised Its Payout 10%

Three Dividend Setups Worth Your Attention

The Quality Compounder That Just Got Cheap Again

High-End Tool Stock Set to Gain from Domestic Manufacturing Bump

The 4% Yielder Where the CEO Cut Himself a Million-Dollar Check

The 12% Yield That Just Caught a Fed-Sized Tailwind

A Mid-Cap Insurer, an Asset Manager, and a Regional Bank Just Filed Their Next Payouts

The Regional Bank Bulking Up Before the Next Rate Cut Cycle

A Pacific Shipper, an Aircraft Lessor, and a Permian Driller Walk Into Earnings Week

The Dividend King With Golden Arches Of Value

Meet a Global Chemicals Compounder Selling Off Into Its Own Catalyst

The Billion-Dollar Moves Behind Today's Dividend Stories

Dividend Brief

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