USA Dividend Highlights: week 8, 2025
Big week with 19 double digit increases including KO, DHR, FIX, WMT, SHW and TMO
Week 8 of 2025 was nothing short of spectacular, with a flurry of dividend hikes lighting up the market. Many high-quality stocks—some of which are part of our Dividend Hike portfolio or even carry the coveted Dividend Hero title—rewarded shareholders with generous increases. In total, we saw 19 double-digit hikes, with the largest increase coming from a stock right inside our very own portfolio!
Let’s dive into some of the biggest names (market cap $100B+), each making waves with their latest dividend moves:
Walmart (WMT): A rock-solid 13.3% boost, marking its 52nd consecutive year of dividend growth. Yield now sits at 1.0%—a steady and reliable performer for dividend seekers.
Coca-Cola (KO): The beverage giant delivered a 5.2% raise, maintaining its incredible 63-year streak of dividend increases. With a current yield of 2.9%, KO remains a dividend investor’s staple.
Thermo Fisher Scientific (TMO): A strong 10.3% hike, extending its 8-year streak of annual raises. While the yield is a modest 0.3%, growth is the name of the game here.
🚨 Portfolio Update Incoming! 🚨
Big moves are coming! We’ve just made an important decision regarding one of our portfolio stocks. A recent dividend announcement didn’t meet our standards, and action is required.
What’s changing? Which stock is on the way out, and what will replace it?
All the details—including our sell decision and the search for a strong new addition—are waiting for you below the paywall! 👇
Booking Holdings (BKNG): In a milestone moment, Booking announced its first-ever dividend increase—a 9.7% jump—bringing its yield to 0.8%.
Danaher (DHR): A true standout with an 18.5% increase, marking only its second year of dividend growth. Yield now sits at 0.6%, but with hikes like these, expect more to come!
Analog Devices (ADI): The semiconductor leader continues its streak with a 7.6% hike, bringing its streak to 22 years and yield to 1.7%.
These are just the headliners, but there’s more. Behind the paywall, we reveal the full list of the biggest dividend hikes of the week, including several Dividend Heroes and the largest increase of all—a jaw-dropping 25% boost from a stock in our very own portfolio!
Want to know which company made the biggest splash? Unlock the full breakdown now!
Below, for our valued paying subscribers (we truly appreciate your support), we have highlighted the biggest dividend hikes announced in week 8, regardless of market cap. This list reveals the true dividend superstars in the U.S. market.
That said, we must note that the #1 spot on this list doesn’t belong to a true dividend champion: firearms manufacturer Sturm Ruger raised its dividend by 118%, but this follows significant cuts in previous quarters. Similar to Cal-Maine Foods, its dividend is directly tied to quarterly earnings.
The stocks that truly matter start at #2—see the table below for the real highlights!
By clicking on the table, you can view a larger version.
The key takeaways: Portfolio stock Mueller Industries (MLI) leads the pack with a fantastic 25% dividend increase. There’s a reason this stock is in our portfolio—it delivers strong double-digit annual dividend growth year after year!
Other outstanding stocks that announced significant dividend increases last week include:
Garmin, which had barely raised its dividend in recent years but made a notable jump this time.
Danaher, standing out with a substantial increase, though its track record has been somewhat uneven due to past spin-offs.
Valmont Industries, a fantastic company in infrastructure and irrigation, which typically pays a modest dividend but periodically delivers major hikes, along with share buybacks.
These are the real gems, and it’s no surprise that many of these stocks (Garmin, Valmont) are trading near all-time highs.
Other highlights include Dividend Aristocrats Sherwin-Williams, Booking (its first-ever dividend increase!), and Texas Roadhouse, a rare standout in the restaurant sector, also hitting an all-time high.
Last but not least, we see Comfort Systems USA on the list—a Dividend Hero that has long been high on our watchlist for the dividend portfolio!
Portfolio Update Incoming! 🚨
IMPORTANT: We were disappointed by Prologis' dividend increase of only 5%—not enough to keep its spot in our portfolio. While Prologis (PLD) is up 14% this year, making a solid contribution to returns, we see this as a great exit opportunity.
We will sell Prologis at the opening price on Wednesday, February 25, and will quickly select a suitable replacement. More details to follow soon!
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.