Greetings, informed dividend investors!
August 2026 delivered another month of strong performance for equity markets. In the month, we saw indexes hit records, signs of sector rotation, and more of the macroeconomic crosscurrents that have been worrying many in the markets.
Even while major cap-weighted benchmarks pushed near all-time highs, dividend investors could appreciate the durability and stability of dividend-paying equities against the heightened valuation pressures in mega-cap technology and late-summer interest rate volatility that are making it tricky to know whether to buy or sell.
The persistence of elevated bond yields continues to accentuate the divide between static bond proxies and active dividend growers. Traditional proxies for bonds, securities with capital-intensive structures such as utilities and certain real estate investment trusts, faced drags on their valuations as long-term Treasury yields competed for investor capital.
On the flip side, companies exhibiting strong competitive moats, pricing power, and the capacity to grow payouts faster than inflation—like the stocks covered in the Dividend Informer—protected real purchasing power and exhibited more stable valuations.
And now on to our recap of all of the work that we’ve done for subscribers in August 2026 The summary below includes links to all of the Dividend Informer stock analysis, economic and market commentary, and company news updates that were released to subscribers in the month, along with upcoming dividends for stocks on our coverage list.
Remember, only paying subscribers get access to the complete site, including our regular recommendations for high-quality dividend paying stocks.
Market Outlook & Commentary
Focus Stocks
Did you take advantage of our recommendations for August 2026? These two stocks were our featured stock picks in the month as selected by our analysts. Each were delivered with full research, in-depth analysis, and suggested buy/sell prices.
All Coverage
Each month, we update the buy/sell prices and other key ratios for all covered stocks. This is a great resource for identifying current buy candidates for your portfolio.
Sale of Stocks
There were no sell recommendations in the month.
News of Companies
We update all companies in our coverage list after each quarterly report. The 26 following companies released updates or other news in the month. Read these for quick updates on the progress of companies covered in the newsletter.
Read on for more company updates for subscribers…