Happy Monday,
It’s Zach here with your weekly Dividend Data update!
We made a ton of content this week covering everything from dividend ETFs and consumer staples to big tech stock sell-offs. Here is a quick look at the top 3 stories and stock deep dives you need to check out.
Today’s Topics:
SCHD Was Dead Money... Now It’s Beating the S&P 500
The Best Time to Buy PepsiCo in Decades?
Why Google Stock is Selling Off
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Latest Research
🚀 SCHD Was Dead Money... Now It’s Beating the S&P 500
📊 Research SCHD: https://www.dividenddata.com/funds/schd/
SCHD is up 20% year-to-date, beating the S&P 500 by a wide margin. The dividend ETF everyone called "dead money" after years of lagging is back on top.
The Setup: A surge in oil prices boosted SCHD's heavy energy allocation, alongside a rotation into consumer defensives and healthcare, while big tech saw major weakness.
Yield & Dividend Growth: Trailing 12-month yield sits at 3.15%, but dividend growth has slowed to roughly 2.2% expected CAGR.
Valuation Warning: Because the price ran up in 2026, the buying yield is near historical lows.
The Verdict: Is SCHD still a buy today, or will the S&P 500 regain its lead in the second half of the year?
PEP Stock Analysis
The Best Time to Buy PepsiCo in Decades? ($PEP)
📊 Research PEP Stock: https://www.dividenddata.com/stocks/pep/
PepsiCo ($PEP) is down 30% from its 2023 highs and has severely lagged the market. However, for long-term dividend investors, this dip could be a massive opportunity.
Historically High Yield: PEP currently offers a 4.33% yield—the highest level since the 2008 Great Financial Crisis.
Safety Check: Free cash flow payout ratios are improving in 2026, meaning the dividend remains very safe with low risk of a cut.
AI Resistance: AI won't disrupt Pepsi's physical distribution network or brand power; it will likely help lower marketing and operational costs.
Fair Value: The stock is trading in deep value territory on P/E, price-to-sales, and dividend yield metrics.
GOOGL Stock Analysis
📉 Why Google Stock is Selling Off
📊 Research GOOGL Stock: https://www.dividenddata.com/stocks/googl
Alphabet ($GOOGL) dropped over 6% following earnings. While headline earnings per share looked huge, there is a lot more going on beneath the surface.
The Real Numbers: Headline earnings were inflated by investment gains in SpaceX and Anthropic. Stripping those out puts EPS under $3/share.
Negative Free Cash Flow: Google posted -$5.86B in free cash flow for Q2—its first negative quarter since 2006—due to a massive $44.9B in AI capex spending.
Cloud & Search Acceleration: Google Cloud revenue accelerated 82% YoY with a $514B backlog, while Search revenue grew 17%.
Is it a Buy? Operating cash flow is up nearly 40% YoY, but the market is punishing heavy AI capital spending.
(Bonus: I also cover the 14% drop in Tesla [$TSLA] and the 10% sell-off in Rollins [$ROL] at the end of the video!)
Earnings News
Huge Earnings This Week ($KO, $V, $MSFT, $META, $MA, $AAPL, $AMZN, $XOM, $CVX)
Use our Earnings Calendar Tool: https://www.dividenddata.com/earnings-calendar
Dividend Dates
Payment Dates This Week
Use our Dividend Calendar Tool: https://www.dividenddata.com/dividend-calendar?period=2026-07-27&dates=payment
Ex-Dividend Dates This Week
Use our Dividend Calendar Tool: https://www.dividenddata.com/dividend-calendar?period=2026-07-27
Dividend News
New Dividend Increases This Week
Get all Dividend Raises, Cuts, and Declarations: https://www.dividenddata.com/news
TSM - Taiwan Semiconductor Manufacturing Company raises quarterly dividend +18.55% to $1.1136/share
BAC - Bank of America raises dividend by 14% to $0.32/share
C - Citigroup raises dividend by 11.7% to $0.67 a share
MCK - McKesson raises quarterly dividend by 14.6% to $0.94/share
SWK - Stanley Black & Decker raises dividend by 1% to $0.84
SJM - The J. M. Smucker Company raises quarterly dividend by 1.8% to $1.12/share
DUK - Duke Energy raises quarterly dividend by 1.9% to $1.085/share
FAST - Fastenal raises quarterly dividend by 8.3% to $0.26/share
PPG - PPG Industries raises quarterly dividend by 4.2% to $0.74/share
ALB - Albemarle raises quarterly dividend by 1.2% to $0.41/share
STT - State Street raises dividend by 10% to $0.92 per share
NTRS - Northern Trust raises dividend by 10% to $0.88
RF - Regions Financial raises quarterly dividend by 13.2% to $0.30/share
CNP - CenterPoint Energy raises quarterly dividend by 4.3% to $0.24/share
SYF - Synchrony Financial raises dividend by 13.3% to $0.34 a share
LW - Lamb Weston raises quarterly dividend by 2.7% to $0.38/share
OHI - Omega Healthcare Investors raises quarterly dividend by 1.5% to $0.68/share
R - Ryder raises quarterly dividend by 11% to $1.01/share
EHC - Encompass Health raises dividend by 11% to $0.21
PAG - Penske Automotive raises dividend by 1.4% to $1.44
FIX - Comfort Systems USA raises quarterly dividend by 12.5% to $0.90/share
RNG - RingCentral raises dividend by 66.7% to $0.125
MTG - MGIC Investment raises quarterly dividend by 13% to $0.17/share
AROC - Archrock raises quarterly dividend by 4.5% to $0.23/share
GEL - Genesis Energy raises dividend by 11% to $0.20
How did you like today’s newsletter?
📅 Keep Investing. Stay informed.
– Zach
Founder, Dividend Data
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Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter