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SECTOR COVERAGE

Dividend News & Announcements

19 STORIES · UPDATED NOV 7

A high yield is only worth having if the payout survives the next downturn. Our dividend coverage tracks increases, cuts, and ex-dividend dates, and looks past the headline yield to whether free cash flow actually funds the check.

By Basis Report Editorial DeskReviewed by Basis Report Methodology TeamMethodology
Top StoryAMCR

Amcor Raises Dividend as EPS Outlook Falls

Amcor plc raised its quarterly dividend on November 4 even as it cut full-year adjusted EPS guidance, citing accelerating energy and distribution costs in September that weighed on net income despite 6.7% revenue growth. The stock fell 5.48% on the news, signaling investor concern about a cost overhang that management says should resolve by year-end, though pricing and productivity initiatives require time to take effect.

SWBrief

Smurfit Westrock Keeps Dividend, Stock Looks 20% Cheap

Smurfit Westrock reported Q3 earnings and reaffirmed its dividend, while the market still prices in integration risk at 13.2x fwd P/E despite estimate…

GISAnalysis

General Mills' 8.4% FCF Yield Falls to 4.9% With Debt

General Mills announced a limited-time Dunkin' branded cereal while the stock trades 38% below recent highs, underscoring the disconnect between marke…

MOSAnalysis

Mosaic Debt-Funds Dividend as UBS Cuts to $19

UBS cut Mosaic to a $19 price target, the most bearish analyst call on the Street. The deeper problem: the company finances a $0.22 quarterly dividend…

NIAnalysis

NiSource Overvalued on Dividends, Two Banks Cut Targets

Two major banks cut NiSource's price targets and a dividend model flagged the stock as overvalued, despite the Microsoft data center deal that was sup…

AGNCBrief

AGNC Investment Q3 Earnings Slip Puts High Dividend in Focus

AGNC Investment Corp. reported Q3 earnings below Q2 levels as bearish fixed-income sentiment soured, sending shares to a 52-week low and raising quest…

CFAnalysis

CF Industries Holds Payout After Streak-Ending EPS Miss

CF Industries declared a $0.60 per share quarterly dividend on October 7, 2026 — maintaining its payout weeks after delivering its first EPS miss in a…

FAFAnalysis

FAF Lifts Dividend as Stock Trades Below CAO's Sale Price

First American Financial lifted its dividend this week even as its shares trade $8.72 below the price at which its Chief Accounting Officer sold open-…

AGNCAnalysis

AGNC CFO Keeps Selling as Yield Debate Heats Up

AGNC Investment Corp.'s CFO has sold 20,000 shares at $11.00–$11.10 across three transactions since late July — even as the agency mortgage REIT poste…

FNFBrief-4.5%

Fidelity National Financial Beats Earnings, Raises Dividend, Falls 4.5%

Fidelity National Financial delivered an earnings beat and dividend hike but fell 4.5% post-report, a selloff that reveals the market is trading rate …

PLMRBrief

Palomar Holdings Starts Its First Dividend After a 54% Revenue Jump

Palomar Holdings beat Q2 estimates, raised full-year guidance, and initiated its first dividend, but the stock slipped, suggesting the market is prici…

NLYAnalysis

Annaly Raises Dividend to $0.75, CEO Sells $1.1M

Annaly Capital Management raised its quarterly dividend to $0.75 per share after Q2 EAD of $0.79 covered the payout for the ninth consecutive quarter,…

XPAnalysis

XP Inc. CFO Out as Company Flags Dividend and Buyback

XP Inc.'s CFO is departing May 31 with the CEO stepping in as interim finance lead while a permanent search runs through August, and shares fell 3.7% …

EQHAnalysis

Equitable Holdings Raises Dividend as CEO Sells $3.3M

Equitable Holdings declared a dividend increase and preferred payout with June 2026 payment dates after Q1 2026 earnings lifted the stock, but CEO Mar…

AGAnalysis

First Majestic Nearly Quadruples Dividend on Cash Surge

First Majestic Silver Corp. nearly quadrupled its dividend, backed by $648 million in trailing free cash flow and 95.4% year-over-year revenue growth …

MAnalysis

Macy's Confirms 19-Cent July Dividend After Earnings Beats

Macy's declared a $0.1915 per share quarterly dividend payable July 1, 2026, while CEO Antony Spring and four other C-suite executives sold shares fol…

CLSKAnalysis

CleanSpark Swaps Quarterly Dividend for One-Time Payout

CleanSpark filed an 8-K on March 24 replacing its quarterly dividend with a one-time special payout and amending its articles of incorporation, a stru…

CLSKAnalysis

CleanSpark Rallies on Bitcoin Output, Dividend Shift

CleanSpark shares jumped 14% on strong March bitcoin production and AI infrastructure interest, but the rally follows a dividend elimination and signi…

EQXAnalysis

Equinox Gold Just Started Paying a Dividend While Burning $306 Million in Cash

Equinox Gold declared an inaugural dividend and celebrated $990M in debt reduction despite trailing free cash flow of negative $306 million. The gap b…

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