| Meet the New Homegrown Dividend Giant Cultivating a 16.0% Yield |
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| This week's market updates are filled with big numbers. | Dividend payouts are climbing, strategic growth plans are moving full steam ahead, and billion-dollar deals are shaking up entire industries. | Here are all the dividend stocks that should be on your radar today. |
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| Thank you for your support—this is just the beginning. | 👉️ Get started with Delve | Book your demo now | | Energy | Brookfield Backs Duke's $16B Florida Expansion in Utility Shakeup | | Duke Energy (NYSE: DUK) is accelerating its Florida expansion with a $6 billion capital infusion from Brookfield Asset Management, securing a non-controlling 19.7% stake in its Sunshine State utility business. | The move will fuel an additional $4 billion in infrastructure upgrades across the region through 2029, pushing Duke's total Florida investment plan to $16 billion. | The deal is part of Brookfield's "Super-Core Infrastructure" strategy and is expected to close in the first quarter of 2026. | For existing shareholders, the transaction is a strategic unlock. | Duke avoids issuing new equity or taking on fresh debt, while raising capital to strengthen its credit profile and extend its regulated footprint in one of the fastest-growing power markets in the U.S. | With Florida's electricity demand rising, especially after 2024's devastating hurricane season, the timing gives Duke leverage with regulators and a clearer path to long-term rate base growth. | Those evaluating a position at Duke may see signals of durable upside. | Brookfield's entry underscores institutional conviction in regulated utility returns and future-proof grid investments. | As capital-intensive energy infrastructure draws more private partners, Duke's structure enables flexibility without compromising control, which could appeal to long-term capital allocators seeking stability amid AI-fueled energy expansion. | Duke is doubling down on Florida as a high-growth market, utilizing strategic capital to modernize infrastructure, support storm recovery, and meet rising power demand without weakening its balance sheet. | DUK currently trades at $125 and pays a dividend of $4.18 per share, a yield of 3.33%. |
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| | Pharma | Pfizer Faces Policy Shock as U.S. Terminates $500M in mRNA Contracts | | Pfizer (NYSE: PFE) is absorbing the impact of a sweeping federal decision to cancel 22 government-backed mRNA vaccine projects, totaling $500 million. | The move, announced by the Department of Health and Human Services, signals a sharp pivot in national vaccine strategy and removes a key funding pillar tied to respiratory virus research. | The cancellations target programs previously greenlit under the COVID-19 response and upcoming flu season preparedness. | Pfizer, a leading mRNA developer through its partnership with BioNTech, now finds itself repositioning as the U.S. government deprioritizes the platform in favor of whole-virus and alternative vaccine technologies. | For long-term shareholders, this signals a change in where Pfizer's innovation bets will likely be placed next. | With Gardasil shipments paused in China and Keytruda's protection nearing expiration, Pfizer's growth narrative may shift from reliance on blockbusters to a broader immunology reset. | Evaluators of Pfizer may now view the company differently due to shifts in public health, changes in the pipeline, and margin pressures in the respiratory segment. | Competitive vaccine players working on traditional delivery platforms may benefit from this reallocation. | Pfizer's near-term fundamentals remain steady, but policy signals like this one carry weight. | The mRNA reset could mark the start of a new phase in how the company approaches innovation, regulation, and strategic capital deployment. | PFE currently trades at $24.00 and pays a dividend of $1.72 per share, a yield of 7.11%. |
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| | Consumer | PepsiCo Rewires Its Global Supply Chain with New Tech Backbone | | PepsiCo (NASDAQ: PEP) is executing a major overhaul of its global supply chain, implementing new SAP-based systems to eliminate fragmentation across its planning and logistics network. | The move replaces a patchwork of disconnected tools with a unified digital infrastructure capable of supporting real-time coordination across production, inventory, bottling, and distribution partners. | This transition is more than a systems upgrade. | For long-term shareholders, this demonstrates a clear intent to modernize operations in ways that protect margins, reduce working capital needs, and support scale without compromising responsiveness. | Instead of reacting to volatility, PepsiCo is building the ability to plan across 29 countries, with hundreds of millions of end consumers. | Those looking to secure a position at Pepsi may view the supply chain overhaul as a competitive moat in the making. | With rivals facing labor constraints, logistics costs, and demand uncertainty, PepsiCo is embedding agility into its backbone. | The rollout aligns inventory optimization with execution systems, unlocking consistency across sourcing, production, and delivery. | This supply chain transformation positions PepsiCo not just as a brand powerhouse but as an operational one. | By unifying planning across regions and embedding partner visibility, the company is laying the groundwork for sustained advantage in a fast-moving consumer landscape. | PEP currently trades at $141.00 and pays a dividend of $5.69 per share, a yield of 4.04%. |
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| | Dividend Stocks Worth Watching | Enbridge (NYSE: ENB) is a Canadian utility firm focused on energy delivery in North America. Its core business spans liquids pipelines, natural gas pipelines, gas utilities and storage, and renewable energy. | It's at the forefront of the energy transition and on track to reach net-zero emissions by 2050. The firm is also on course to achieve its best-case full-year outlook, with its Q2 earnings report confirming a 7% year-on-year improvement in adjusted earnings. | The company is also going full steam ahead with growth and expansion plans, with multiple new projects underway and acquisitions coming to fruition. | ENB currently pays a dividend of 94 cents per share, with a 5.83% yield. | CVR Partners, LP (NYSE: UAN) is an agricultural chemical company. Based in Texas, it manufactures nitrogen-based fertilizer products – primarily ammonia and urea ammonium nitrate (UAN) fertilizers – from plants in Kansas and Illinois. | While fertilizer production may not be one of the industries that immediately come to mind when searching for a high-dividend stock, UAN has just boosted its dividend payout to $3.89 per share, an increase of 72.12%. | Its new yield is 16.01% making it one to keep a very close eye on. | AbbVie (NYSE: ABBV) is a pharmaceutical research and development company. It boasts a global team of scientists, researchers, and medical experts working to discover and develop innovative medications for complex health conditions. | Its areas of focus include oncology, immunology, and neuroscience. | The company has raised its full-year outlook following strong Q2 results, which included a 6.6% increase in net revenue and a 24.2% increase in net revenue from its Immunology portfolio. | ABBV also confirmed it has received several regulatory approvals, has encouraging clinical data, and is making strategic investments in promising external innovation. | This stock pays a dividend of $1.64 per year and offers a solid 3.36% yield. If you're looking to diversify your portfolio, ABBV's 53 years of consecutive dividend | The increase, along with its growth potential, could be hard to resist. | | Dividend Increases | | | TPG has raised its dividend payout to 59 cents per share, an increase of 43.90%. Its new yield is 4.01%. | AU has boosted its dividend payout to 80 cents per share, an increase of 15.94%. Its new yield is 6.1%. | ITW has lifted its dividend payout to $1.61 per share, an increase of 7.33%. Its new yield is 2.56%. |
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| Dividend Decreases | | | | | PSO has cut its dividend payout to 9 cents per share, a decrease of 57.38%. Its new yield is 2.1%. | DVFC has dropped its dividend payout to 14 cents per share, a reduction of $28.57%. Its new yield is 3.29%. | RIO has lowered its dividend payout to $1.48 per share, a decline of 33.63%. Its new yield is 6.2%. |
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| | Upcoming Dividend Payers | MA's ex-dividend date for the forthcoming 76-cent payout is 08/08/25. | AXP's ex-dividend date for the forthcoming 82-cent payout is 08/08/25. | OVBC's ex-dividend date for the forthcoming 23-cent payout is 08/10/25. | | | | That's all for today's edition of the Dividend Brief.
Thanks for reading, and if you have any feedback or dividend stocks you want me to take a look at, just reply to this email!
—Noah Zelvis
DividendBrief.com |
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