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Meet the New Homegrown Dividend Giant Cultivating a 16.0% Yield
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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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%.

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%.

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%.
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.

Everything Else
Amphenol has struck a $10.5 billion deal to buy CommScope's connectivity and cable solutions unit as it seeks to capitalize on demand for AI apps and high-speed infrastructure for data centers.
Pfizer has discontinued development of a new GLP-1 obesity drug in a further blow to its weight loss portfolio.
Starbucks says it’s going back to basics with the launch of its ‘Green Apron Service' program to boost sales.
Apple has committed another $100 billion investment to the USA, which will include a new American Manufacturing Program.

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