Three dividend stories set up your week, and a stack of ex-dividend dates lands between Monday and Thursday.

Here is what to line up before Monday's open, with no view on the next inflation print required.

Marc Chaikin, the 60-Year Wall Street legend who called Nvidia before it soared 45,000%, says a dramatic shift in AI is unfolding right now behind locked doors in Silicon Valley.

As AI wakes up and gains free will, Marc has prepared a FREE investment playbook specifically for this moment in history - including a backdoor, pre-IPO way into Anthropic before they go public.

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National Fuel Gas Company (NYSE: NFG) says its board expects to finish a review by October 15 that could split the company into two separately traded businesses. One would hold its utility and pipeline operations, while the other would contain natural-gas production and gathering assets.

The review follows interest in the production business, which Reuters reported could be worth around $5 billion. National Fuel is also expanding its regulated side through the planned $2.62 billion purchase of CenterPoint Energy’s Ohio utility business.

Two Very Different Businesses Could Separate

National Fuel currently combines steady utility operations with a gas-production business whose results move much more with commodity prices. That mix offers diversification, but it can also make the overall company harder to value.

If you think of National Fuel as one energy company, a breakup changes that picture. A stable utility could be judged separately from a producer whose earnings move with natural-gas markets.

The Production Business Gets Its Own Story

Seneca Resources and the gathering operations already generate a large share of National Fuel’s earnings, so the production side would still be substantial on its own.

A split would also let you compare growth, risk, and spending without the utility business masking those differences. No final decision has been made, but the review could reshape a company that has paid dividends for 124 consecutive years and raised its annual payout for 56 straight years.

NFG currently trades at $80.00 and pays a dividend of $2.22 per share, a yield of 2.76%.

Johnson & Johnson (NYSE: JNJ) is presenting new late-stage data showing that Caplyta improved sexual functioning when added to standard antidepressants in adults with major depressive disorder. 

Caplyta is already approved across several psychiatric conditions.

The result matters because psychiatric drugs compete on more than symptom control. Side effects can influence whether patients stay on therapy, making tolerability an important part of commercial differentiation.

One Drug Keeps Adding Uses

Caplyta has expanded from schizophrenia into bipolar depression and major depressive disorder, while J&J is also studying it in bipolar mania. Each new indication creates another path for growth.

That broader reach can change your estimate of Caplyta’s commercial ceiling. Instead of relying on one patient group, the drug can potentially serve several large psychiatric markets.

The Franchise Is Getting Broader

J&J is presenting 24 neuropsychiatry abstracts at Psych Congress 2026, covering Caplyta, Spravato, and schizophrenia research. The breadth points to a larger effort to strengthen neuroscience as a growth business.

The next several readouts will tell you whether Caplyta can become a multi-indication franchise rather than a successful single-market drug. More approved uses would make it more important inside J&J’s portfolio.

JNJ currently trades at $267 and pays a dividend of $5.36 per share, a yield of 2.00%.

Central banks have been accumulating gold while many Americans are asking the same question: what happens to retirement savings if the dollar keeps losing purchasing power?

A free new briefing looks at why gold has returned to the spotlight, what investors learned from the monetary changes of the 1970s, and where physical gold may fit in a long-term retirement plan.

It also explains one way eligible retirement savings can potentially be repositioned without an immediate tax hit.

Get the Free Gold Retirement Briefing and See Your Options

*Reagan Gold Group does not provide financial, legal, or tax advice. This information is for educational purposes only and should not be considered investment advice. All investments carry risk, including loss of principal. Past performance is not indicative of future results. Consult your licensed financial advisor before making investment decisions.

Meta Platforms, Inc. (NASDAQ: META) has launched Meta One, a subscription service spanning Facebook, Instagram, WhatsApp, and Meta AI. The rollout has already reached 15 million subscriptions and trials, with more than 50 features aimed at creators, businesses, and everyday users.

Plans start at $2.99 for individual products and rise to $14.99 for broader creator and business packages. Core app functions remain free, allowing Meta to add paid services without putting its existing audience behind a paywall.

A Huge Free Audience Creates the Opportunity

Meta averaged about 3.6 billion daily active people across its apps earlier this year. Converting even a small percentage into paying subscribers could create a meaningful stream of recurring revenue besides advertising.

Scale matters once you start with billions of existing users rather than a new service searching for customers. Meta already owns the distribution, identity systems, and engagement needed to promote subscriptions.

Retention Will Decide How Big It Gets

Fifteen million subscriptions and trials prove interest, but trial users still need to become long-term paying customers. Meta will have to keep adding features strong enough to justify recurring monthly fees.

If those conversion and retention rates hold up, you could eventually see subscriptions become a meaningful second revenue layer rather than a small side business. That would make Meta less dependent on advertising without replacing the engine that still funds most of the company.

META currently trades at $676 and pays a dividend of $2.10 per share, a yield of 0.31%.

FAST: quarterly dividend raised to $0.26 from $0.24, up 8.3%, $1.04 annualized, a 2.1% yield at roughly $49.

CL: quarterly dividend raised to $0.53 from $0.52, up 1.9%, $2.12 annualized, a 2.4% yield at roughly $88.

CINF: quarterly dividend raised to $0.94 from $0.87, up 8.0%, $3.76 annualized, a 2.2% yield at roughly $170.

CAG: quarterly dividend cut to $0.175 from $0.35, a 50% reduction, $0.70 annualized at roughly $15.

MEI: quarterly dividend trimmed to $0.05 from $0.07, down 28.6%, $0.20 annualized at roughly $14.

Many investors overlook deductions that could help minimize capital gains tax, such as:

Each comes with IRS rules and reporting requirements.

That’s why consulting a fiduciary financial advisor is often recommended.

See Advisor Matches.