Comfort Systems USA Dividend Increase

On 23 October, Comfort Systems USA (FIX) increased its dividend by 20%, from 50¢ to 60¢ per share.

The dividend is payable on 24 November to shareholders of record on 13 November. 

FIX's contribution to DivGro's projected annual dividend income will increase by $7.20 to $43.20.

McDonald's Dividend Increase

On 23 October, McDonald's (MCD) increased its dividend by 5.08%, from $1.77 to $1.86 per share.

The dividend is payable on 15 December to shareholders of record on 1 December. 

MCD's contribution to DivGro's projected annual dividend income will increase by $18 to $372.

Home Run Number 59

Today, I'm happy to announce DivGro's 59^th Home Run!

I give any stock in my DivGro portfolio the Home Run moniker when it doubles my original investment on a total return basis.

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

There's rarely a reason to sell high-quality dividend-growth stocks if the company's underlying fundamentals don't change. And if you hold such stocks long enough, they'll eventually double your original investment in total return!

Home Run Number 58

I forgot to post about DivGro's 58^th Home Run, so here goes...

When a stock in my portfolio doubles my original investment on a total return basis, I assign it Home Run status. 

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

Unless the underlying fundamentals change, there's rarely a reason to sell these stocks. And if I hold them long enough, they'll eventually double my original investment in total return and become Home Run stocks!

Amphenol Dividend Increase

On 22 October, Amphenol (APH) increased its dividend by 51.5%, from 16.5¢ to 25¢ per share.

The dividend is payable on 7 January 2026 to shareholders of record on 16 December 2025. 

APH's contribution to DivGro's projected annual dividend income will increase by $85 to $250.

October 2025 Newsleteer

Welcome to the OCTOBER edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 30 September 2025). I also provide a list of all transactions that affected DivGro's projected annual dividend income [PADI].

In September, I closed seven existing positions. DivGro now contains 58 positions, with 53 dividend growth [DG] stocks, four closed-end funds [CEFs], and one dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.

Accenture Dividend Increase

On 25 September, Accenture (ACN) increased its dividend by 10.14%, from $1.48 to $1.63 per share.

The dividend is payable on 14 November to shareholders of record on 10 October. 

ACN's contribution to DivGro's projected annual dividend income will increase by $48 to $521.60.

Microsoft Dividend Increase

On 16 September, Microsoft (MSFT) increased its dividend by 9.64%, from 83¢ to 91¢ per share.

The dividend is payable on 11 December to shareholders of record on 20 November. 

MSFT's contribution to DivGro's projected annual dividend income will increase by $16 to $182.

Realty Income Dividend Increase

On 9 September, Realty Income (O) increased its monthly dividend by 0.186%, from 26.9¢ to 26.95¢ per share.

The dividend is payable on 15 October to shareholders of record on 1 October.

O's contribution to DivGro's projected annual dividend income will increase by $1.92 to $1034.88.

September 2025 Newsletter

Welcome to the SEPTEMBER edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 31 August 2025). I also provide a list of all transactions that affected DivGro's projected annual dividend income [PADI].

In August, I didn't add new positions or close any existing positions, so DivGro still contains 65 holdings. Of these, 59 are dividend growth [DG] stocks, five are closed-end funds [CEFs], and one is a dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.

Lam Research Dividend Increase

On 28 August, Lam Research (LRCX) increased its dividend by 13.04%, from 23¢ to 26¢ per share.

The dividend is payable on 15 October to shareholders of record on 24 September. 

LRCX's forward yield is 1.04% at $100.06 per share.

Intuit Dividend Increase

On 21 August, Intuit (INTU) increased its dividend by 15.38%, from $1.04 to $1.20 per share.

The dividend is payable on 17 October to shareholders of record on 9 October. 

INTU's forward yield is 0.72% at $666.80 per share.

Altria Dividend Increase

On 21 August, Altria (MO) increased its dividend by 3.92%, from $1.02 to $1.06 per share.

The dividend is payable on 10 October to shareholders of record on 15 September. 

MO's forward yield is 6.27% at $67.67 per share.

August 2025 Newsletter

Welcome to the AUGUST edition of my DivGro 2.0 newsletter!

As usual, I provide a quick market recap and an overview of my DivGro portfolio (as of 31 July 2025), including transactions that impacted DivGro's projected annual dividend income.

In July, I opened one new position and closed thirteen existing positions, so DivGro now contains 65 positions. Of these, 59 are dividend growth [DG] stocks, five are closed-end funds [CEFs], and one is a dividend-paying stock. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.

10 Undervalued Dividend Growth Stocks: August 2025

This monthly article series identifies 10 Undervalued Dividend Growth Stocks for further research and possible investment.

I present the top-ranked candidates based on quality scores. These high-quality, undervalued dividend growth stocks are candidates for your dividend growth portfolio.

As always, I recommend doing your own analysis before investing in these stocks.

This month, I'm presenting undervalued dividend growth stocks with a 5-year yield-on-cost of at least 5%.

Badger Meter Dividend Increase

On 31 July, Badger Meter (BMI) increased its dividend by 17.65%, from 34¢ to 40¢ per share.

The dividend is payable on 5 September to shareholders of record on 22 August. 

BMI's forward yield is 0.85% at $73.39 per share.

Home Run Number 57

I'm happy to announce DivGro's 57^th Home Run! 

When a stock in my portfolio doubles my original investment in total return, I assign it Home Run status. 

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

Unless the underlying fundamentals change, there's rarely a reason to sell these stocks. And if I hold them long enough, they'll eventually double my original investment in total return and become Home Run stocks!

American States Water Dividend Increase

On 31 July, American States Water (AWR) increased its dividend by 8.27%, from 46.55¢ to 50.4¢ per share.

The dividend is payable on 3 September to shareholders of record on 15 August. 

AWR's forward yield is 2.75% at $73.39 per share.

McKesson Dividend Increase

 On 30 July, McKesson (MCK) increased its dividend by 15.5%, from 71¢ to 82¢ per share.

The dividend is payable on 1 October to shareholders of record on 2 September. 

MCK's forward yield is 0.46% at $708.70 per share.

Cintas Dividend Increase

On 29 July, Cintas (CTAS) increased its dividend by 15.4%, from 39¢ to 45¢ per share.

The dividend is payable on 15 September to shareholders of record on 15 August. 

CTAS's forward yield is 0.80% at $224.53 per share.

The Highest-Quality Dividend Challengers By Quality Scores

The article presents the highest-quality Dividend Contenders, companies listed on U.S. exchanges with higher annual dividend payouts for 10-24 consecutive years.

It is the third of three articles covering the highest-quality Dividend Champions, Contenders, and Challengers by Quality Scores.

I use a quality scoring system with six quality indicators, each worth five points, for a maximum score of 30. The highest-quality Dividend Challengers score four or five points for each quality indicator.

Comfort Systems USA Dividend Increase

On 24 July, Comfort Systems USA (FIX) increased its dividend by 11.1%, from 45¢ to 50¢ per share.

The dividend is payable on 25 August to shareholders of record on 14 August. 

FIX's forward yield is 0.29% at $688.74 per share.

Home Run Number 56

I'm happy to announce DivGro's 56^th Home Run! 

When a stock in my portfolio doubles my original investment in total return, I assign it Home Run status. 

As a dividend growth investor, I invest in high-quality dividend growth stocks with long histories of increasing annual dividend payouts. 

Unless the underlying fundamentals change, there's rarely a reason to sell these stocks. And if I hold them long enough, they'll eventually double my original investment in total return and become Home Run stocks!

10 Undervalued Dividend Growth Stocks: July 2025

This monthly article series identifies 10 Undervalued Dividend Growth Stocks for further research and possible investment.

I present the top-ranked candidates based on quality scores. These high-quality, undervalued dividend growth stocks are candidates for your dividend growth portfolio.

As always, I recommend doing your own analysis before investing in these stocks.

This month, I'm presenting the top ten undervalued dividend growth stocks with strong growth and income prospects.

July 2025 Newsletter

Welcome to the JULY edition of my DivGro 2.0 newsletter!

After a brief market recap, I provide an overview of my DivGro portfolio (as of June 30, 2025), along with a list of all transactions that impacted DivGro's projected annual dividend income.

In June, I added shares to one position and trimmed another, so DivGro still contains 77 positions. Of these, 68 are dividend growth [DG] stocks, 3 are dividend-paying stocks, and 4 are closed-end funds. By convention, I label stocks with dividend increase streaks of five or more years as DG stocks.