Three boards lifted their dividends in early November, and each one is spending heavily on what comes next. One is an oil producer building a giant project in Alaska, one is a Midwest utility lining up power for data centers, and one is a mall owner buying a Seattle landmark. After those, you get three income names worth watching, the latest raises and cuts, and a rundown of who goes ex-dividend next.

Let's get into it.

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GE Aerospace (NYSE: GE) announced sales and service agreements worth more than $12.9 billion at the China International Import Expo, its highest signing value at the annual event. The agreements cover new engines, spare engines and support for aircraft already in service.

China Eastern Airlines will purchase 202 LEAP-1A engines to power 101 newly ordered Airbus A320neo-family aircraft. The arrangement also includes spare engines and long-term service support, extending the business relationship beyond the initial equipment purchase.

Repair Agreements Add Another Source of Business

GE reached additional supply and repair agreements with MTU Maintenance Zhuhai, a maintenance company jointly owned by China Southern Air Holding and Germany's MTU Aero Engines.

Keeping the repair work in your assessment gives the announcement a broader business meaning than the aircraft order alone. GE is securing work tied to fleet maintenance as well as supplying engines for new planes.

The Engine Business Includes a Major Partnership

CFM International produces the LEAP engines, a company owned equally by GE Aerospace and Safran Aircraft Engines. The arrangement combines the companies' manufacturing and engineering capabilities.

The partnership matters when you connect the orders to GE's own financial results, because CFM operates as a shared business. The $12.9 billion headline covers multiple agreements, not an amount of profit GE will collect immediately.

GE currently trades at $321 and pays a $1.88 per share dividend, for a yield of 0.58%.

Fox Corporation (NASDAQ: FOXA) completed its $22 billion acquisition of Roku, bringing a streaming platform reaching more than 100 million households worldwide into its business. The purchase expands Fox's ability to distribute programming and compete for digital advertising spending.

Roku joins Tubi, FOX One and other businesses within the newly formed Fox Digital Platforms division. The combination gives Fox a larger presence in streaming alongside its television networks, sports coverage and news operations.

Programming Meets a Larger Distribution Business

The commercial logic becomes clearer when you put programming and distribution together: Fox produces content that attracts audiences, while Roku provides a widely used platform through which people access streaming services.

Owning both creates opportunities to offer advertisers broader reach across the combined businesses. The purchase also gives Fox a larger role in streaming without requiring every viewer to choose a Fox-owned channel.

The Savings Target Requires Integration Work

Fox expects approximately $400 million in annual cost savings within 2 years of closing. Combining operations could remove overlapping expenses, but the company must also integrate technology, teams, and business systems.

The 2-year timetable tells you that completing the purchase and delivering the expected savings are separate stages. Fox must manage that work while retaining the advertisers and content partners that support Roku's business.

FOX currently trades at $67 and pays a dividend of $0.58 per share, a yield of 0.85%.

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Eli Lilly (NYSE: LLY) reached an agreement allowing eligible patients to purchase its weight-loss medicines Zepbound and Foundayo directly through Hims & Hers. The partnership covers Lilly's established injection and its newer daily pill, adding another sales channel for both products.

Previously, patients prescribed Lilly medicines through Hims & Hers had to leave the platform and complete their purchases through LillyDirect. The agreement removes that handoff while preserving doctors' independence in deciding which treatment to prescribe.

Fewer Steps Between a Prescription and a Sale

Starting monthly self-pay prices are $149 for Foundayo and $299 for Zepbound, matching LillyDirect. Self-pay channels already account for approximately 40% to 45% of Zepbound sales, making distribution outside insurance an important part of the business.

With prices unchanged, you can trace the commercial opportunity to completing more prescribed orders through an established platform. Removing an extra website visit could reduce abandoned purchases without requiring Lilly to attract an entirely new patient first.

Lilly Joins a Platform Already Selling Novo's Medicines

Novo Nordisk has offered Wegovy and Ozempic through Hims & Hers since March. Lilly's agreement therefore gives its products a more direct position within a channel its main competitor already uses.

Putting both suppliers on the same platform shows you why access alone does not secure sales. Doctors still choose treatments for individual patients, leaving Lilly to compete on its medicines' clinical suitability, price, and availability.

LLY currently trades at $1,365 and pays a dividend of $6.92 per share, a yield of 0.51%.

Regency Centers (REG) raised its quarterly dividend 6% to $0.80 per share from $0.755, a yield of about 4.2%.

CDW (CDW) raised its quarterly dividend 7.9% to $0.68 per share from $0.63, a yield of about 1.7%.

D.R. Horton (DHI) raised its quarterly dividend 11% to $0.50 per share from $0.45, a yield of about 1.3%.

Becton, Dickinson (BDX) raised its quarterly dividend 1% to $1.06 per share from $1.05, a yield of about 2.0%.

Viper Energy (VNOM) cut its quarterly dividend 25% to $0.50 per share from $0.67 as it moved to a single base dividend, a yield of about 5% at the new rate.

TORM (TRMD) lowered its quarterly dividend 44% to $1.35 per share from $2.40 under its policy of paying out 75% of profit, a yield of about 16% at the new rate.

TPG (TPG) lowered its quarterly dividend 6.8% to $0.55 per share from $0.59, a yield of about 4.7% at the new rate.

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