As I'm writing this blog post, it's currently Friday, January 23rd. The temperature here in Central Wisconsin is expected to reach a high of just 7 degrees Fahrenheit later today. So, needless today, I don't plan on spending more than a few minutes outside today!
With that aside, I'm going to be outlining the dividend raises that I have received this month (and raises that are still pending, which I will update as they are announced). I'll also preview the payout boosts that I expect for February 2026. Let's jump into it!
Actual Dividend Increases for January 2026
Dividend Increase #1: BlackRock (BLK)
BlackRock came up big for me, announcing a 10% hike in its quarterly dividend per share to $5.73. This was better than the 7.7% raise to $5.61 that I anticipated in this series' previous blog post.
Across my two shares of BLK, my net annual forward dividends grew by $4.16 from this dividend announcement.
Distribution Increase #2: Enterprise Products Partners (EPD)
Enterprise Products Partners declared a 0.9% increase in its quarterly distribution per unit to $0.55. That came up short of the 2.8% raise to $0.56 that I was predicting.
My net annual forward distributions rose by $5.50 across my 275 units due to this distribution declaration.
Dividend Increase #3: Alliant Energy (LNT)
Alliant Energy made its 5.4% raise in its quarterly dividend per share to $0.535 official. Across my 13 shares of LNT, my net annual forward dividends edged $1.43 higher from this dividend announcement.
Dividend Increase #4: L3Harris Technologies (LHX)
L3Harris Technologies upped its quarterly dividend per share by 4.2% to $1.25 (this was one penny below my forecast). Across my four shares of LHX, my net annual forward dividends grew by $0.80.
Pending Dividend Increase #1: Air Products & Chemicals (APD)
Air Products & Chemicals has yet to up its quarterly dividend per share. However, I believe that APD will declare a 2.2% increase in its quarterly dividend per share to $1.83.
My net annual forward dividends would inch $0.80 higher across my five shares of APD from such a dividend declaration.
Pending Dividend Increase #2: Comcast (CMCSA)
Comcast also hasn't announced its next quarterly dividend per share. Still, I think that CMCSA will announce a 6.1% raise in its quarterly dividend per share to $0.35.
Across my 39 shares of CMCSA, my net annual forward dividends would grow by $3.12 due to such a dividend announcement.
Pending Distribution Increase #3: Energy Transfer (ET)
Energy Transfer has yet to declare its next quarterly distribution per unit. I'm sticking with my forecast that ET will declare a 0.8% bump in its quarterly distribution per unit to $0.3375.
My net annual forward distributions would rise by $2.07 across my 207 units of ET from such a distribution declaration.
Pending Dividend Increase #4: ONEOK (OKE)
Recently, I realized that I forgot to include ONEOK in the prior post of this series. I believe that OKE will announce a 3.9% raise in its quarterly dividend per share to $1.07.
Across my 68 shares of OKE, my net annual forward dividends would surge $10.88 higher due to such a dividend announcement.
UPDATE: As expected, OKE upped its quarterly dividend per share by 3.9% to $1.07. This boosted my net annual forward dividends by $10.88.
Expected Dividend Increases for February 2026
Expected Dividend Increase #1: Allstate (ALL)
The first dividend hike that I'm expecting for next month will be from Allstate. My best guess is that ALL will declare an 8% hike in its quarterly dividend per share to $1.08.
My net annual forward dividends would grow by $1.60 across my five shares of ALL from such a dividend declaration.
Expected Dividend Increase #2: Brookfield Asset Management (BAM)
The next payout boost that I am predicting for February 2026 will come from Brookfield Asset Management. My guess is that BAM will announce a 14.3% hike in its quarterly dividend per share to $0.50.
Across my 63 shares of BAM, my net annual forward dividends would soar by $15.75 due to such a dividend announcement.
Expected Dividend Increase #3: Equinix (EQIX)
The third dividend hike that I'm anticipating for next month will be from Equinix. I believe that EQIX will declare an 8.1% lift in its quarterly dividend per share to $5.07.
My net annual forward dividends would rise by $4.56 across my three shares of EQIX from such a dividend declaration.
Expected Dividend Increase #4: The Home Depot (HD)
The next dividend raise that I am expecting for February 2026 will come from The Home Depot. My best guess is that HD will announce a 4.3% increase in its quarterly dividend per share to $2.40.
Across my five shares of HD, my net annual forward dividends would grow by $2 due to such a dividend announcement.
Expected Dividend Increase #5: Coca-Cola (KO)
The fifth dividend increase that I'm predicting for next month will be from Coca-Cola. My guess is that KO will declare a 4.9% raise in its quarterly dividend per share to $0.535.
My net annual forward dividends would be lifted by $1 across my 10 shares of KO from such a dividend declaration.
Expected Dividend Increase #6: British American Tobacco (BTI)
The next dividend raise that I am anticipating for February 2026 will come from British American Tobacco (originally, I had LHX here. I put BTI in out of order because I realized I forgot about it and this will be a placeholder for LHX, so I don't have to completely reformat much of this blog post).
I believe that BTI will announce a 3.6% increase in its quarterly dividend per share from 0.6006 GBP to 0.6222 GBP. At the current exchange rate, this would boost my net annual forward dividends by $16.628 across my 141 shares due to such a dividend announcement.
Expected Dividend Increase #7: Meta Platforms (META)
The seventh dividend increase that I'm expecting for next month will be from Meta Platforms. My best guess is that META will declare an 8.6% boost in its quarterly dividend per share to $0.57.
My net annual forward dividends would rise by $1.08 across my six shares of META from such a dividend declaration.
Expected Dividend Increase #8: NextEra Energy (NEE)
The next dividend raise that I am predicting for February 2026 will come from NextEra Energy. My guess is that NEE will announce a 10% hike in its quarterly dividend per share to $0.623.
Across my 48 shares of NEE, my net annual forward dividends would surge $10.848 higher due to such a dividend announcement.
Expected Dividend Increase #9: Realty Income (O)
The ninth dividend bump that I'm anticipating for next month will be from Realty Income. I believe that O will declare a 1.9% increase in its monthly dividend per share to $0.275.
My net annual forward dividends would grow by $9.18 across my 153 shares of O from such a dividend declaration.
Expected Dividend Increase #10: PepsiCo (PEP)
The next dividend raise that I am expecting for February 2026 will come from PepsiCo. My best guess is that PEP will announce a 4.9% bump in its quarterly dividend per share to $1.4925.
Across my 24 shares of PEP, my net annual forward dividends would rise by $6.72 due to such a dividend announcement.
Expected Dividend Increase #11: Prudential Financial (PRU)
The eleventh dividend increase that I'm predicting for next month will be from Prudential Financial. My guess is that PRU will declare a 3.7% raise in its quarterly dividend per share to $1.40.
My net annual forward dividends would grow by $2 across my 10 shares of PRU from such a dividend declaration.
Expected Dividend Increase #12: Rexford Industrial Realty (REXR)
The next dividend raise that I am anticipating for February 2026 will come from Rexford Industrial Realty. I believe that REXR will announce a 2.9% increase in its quarterly dividend per share to $0.4425.
Across my 30 shares of REXR, my net annual forward dividends would edge $1.50 higher due to such a dividend announcement.
Expected Dividend Increase #13: TJX Companies (TJX)
The thirteenth dividend hike that I'm expecting for next month will be from TJX Companies. My best guess is that TJX will declare a 9.4% boost in its quarterly dividend per share to $0.465.
Across my 11 shares of TJX, my net annual forward dividends would grow by $1.76 from such a dividend declaration.
Expected Dividend Increase #14: T. Rowe Price Group (TROW)
The next dividend increase that I am predicting for February 2026 will come from T. Rowe Price Group. My guess is that TROW will announce a 3.1% raise in its quarterly dividend per share to $1.31.
My net annual forward dividends would inch $0.96 higher across my six shares of TROW due to such a dividend announcement.
Expected Dividend Increase #15: Tractor Supply (TSCO)
The fifteenth dividend boost that I'm anticipating for next month will be from Tractor Supply. I believe that TSCO will declare an 8.7% lift in its quarterly dividend per share to $0.25.
Across my 25 shares of TSCO, my net annual forward dividends would grow by $2 from such a dividend declaration.
Concluding Thoughts:
If my remaining dividend raises play out as expected, my net annual forward dividends would rise by $28.76 in January 2026 (including the LHX raise). That would be equivalent to investing $958.67 at a 3% net dividend yield.
If my 15 raises that I'm predicting for February 2026 materialize, my net annual forward dividends would rocket $77.586 higher. This would be like investing $2,586.20 at a 3% net dividend yield.
Discussion:
How was your January 2026 for dividend boosts?
Are you expecting any first-time payout hikes in your portfolio next month as I am with EQIX?
I appreciate your readership and look forward to your comments below!
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