Dividend Hike Portfolio Update – 2026 Off to a Flying Start
Texas Pacific Land explodes higher as dividend growers drive a 16.4% YTD gain
The Dividend Hike Portfolio continues to deliver strong results in 2026. As of January 24, the portfolio is up +16.4% year-to-date, extending the powerful momentum that started in 2025. Since inception at the beginning of 2025 with a starting value of $100,000, the portfolio has now grown to $142,921.
Performance remains driven by capital appreciation, supported by steady dividend growth across the holdings.
Key Points
+16.4% return in 2026 as of January 24
Portfolio value increased to $142,921 since the $100,000 start in 2025
Texas Pacific Land leads 2026 with +87%
Lam Research remains best performer since inception at +241% total return
$161.45 dividends received in 2026 so far
Average portfolio yield stands at 1.1%
Strong Momentum Across Multiple Holdings
The strongest performer in 2026 so far is Texas Pacific Land TPL 0.00%↑ , which has surged +87% this year. Several other holdings are also delivering impressive gains.
Applied Materials AMAT 0.00%↑ is up +45.9%, Lam Research LRCX 0.00%↑ has gained +41%, and Deere & Co DE 0.00%↑ has advanced +38% in the first weeks of the year. The continued strength in semiconductor-related names remains a key driver of overall performance.
Since inception in early 2025, Lam Research remains the clear long-term winner, now showing a remarkable +241% total return, making it the portfolio’s strongest contributor since launch.
Dividend Growth Remains Solid
Dividend growth continues to support the long-term strategy. In 2025, the average dividend increase across the portfolio was 14.1%, reinforcing the focus on companies with consistent payout growth.
In 2026, several attractive dividend increases have already been announced. Wabtec raised its dividend by 24%, while Domino’s Pizza increased its dividend by 14.4% this week. Domino’s Pizza is also one of the Dividend Heroes of 2026, combining dividend growth with solid share price performance.
So far this year, the portfolio has received $161.45 in dividends, which will be reinvested at the end of Q1. The average portfolio yield currently stands at 1.1%, reflecting strong share price appreciation across many holdings.
Portfolio Review Coming Next Month
Next month, the portfolio will be reviewed in detail and potential changes will be implemented. While overall performance is strong, a few holdings have lagged behind expectations, including Badger Meter, Murphy USA, and Zoetis.
Potential replacements are already being evaluated, with further details to follow in a future update.
At DividendHike.com, we focus on tracking dividend growth trends and highlighting companies with consistent payout policies across global markets. By combining dividend data with clear, factual context, we aim to surface income-focused opportunities that may deserve closer attention. Stay tuned as we continue to follow dividend hikes, long-term payout trends, and the companies behind them.
Disclaimer: The information provided here is for informational purposes only and should not be considered financial advice. Investors should conduct their own research or consult with a financial advisor before making any investment decisions.