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Hello and welcome to Dividend Brief, the 2-times-weekly newsletter focused on dividend investing.

Today, we will look into Chubb, UnitedHealth, and Church & Dwight, highlight a few dividend stocks worth watching as well as share companies that are about to pay a dividend in the next few days.

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Financial Services

Chubb Approves $5 Billion Buyback Plan as Confidence Signal to Investors

Chubb Limited (NYSE: CB) has announced a new $5 billion share repurchase program, approved by the Board of Directors and set to begin on July 1. The move allows the company to buy back stock over time with no set expiration date.

The authorization comes alongside the company’s 32nd consecutive annual dividend increase, though the focus now shifts to the scale of this new capital return plan. The current buyback program remains active through June 30, after which the newly approved plan will take effect.

For shareholders, this signals strong confidence from Chubb’s leadership in the company’s long-term fundamentals. A buyback of this size reflects a steady approach to managing excess capital while maintaining shareholder value without overcommitting in volatile markets. It also offers management the option to step in during market dips and support the stock with fewer regulatory hurdles.

The company noted that, depending on market conditions, repurchases could be made through various channels, including open-market buys or private transactions.

While no timeline is set, the structure allows Chubb to scale its repurchases with discretion, reinforcing its position as a disciplined and investor-focused insurer.

CB currently trades at $292 and pays a dividend of $3.64 per share, a yield of 1.25%.

Healthcare

UnitedHealth Hit by DOJ Investigation Report, Market Reacts Sharply

UnitedHealth Group (NYSE: UNH) shares dropped following a report that the Department of Justice is conducting a criminal investigation into its Medicare Advantage business. The company has not received formal notice of the probe but called the report “deeply irresponsible” and said it stands by the integrity of its Medicare operations.

The Medicare Advantage segment is UnitedHealth’s largest business, serving millions of Americans and generating a major portion of its revenue. This isn’t the first time the program has come under federal review. Earlier this year, the DOJ reportedly launched a civil inquiry into how diagnoses were coded and reimbursed.

For investors, this raises concerns about long-term regulatory risk and pressure on a critical growth engine. The sudden stock drop reflects not just the investigation, but broader questions about how sustainable margins in Medicare Advantage will be if oversight tightens. Until more details emerge, sentiment could stay cautious.

The news comes at a volatile time for the company, which has faced recent executive turnover and operational setbacks. While no charges or formal allegations have been filed, the market reaction suggests investors are pricing in the risk of prolonged legal and reputational fallout.

UNH currently trades at $274 and pays a dividend of $8.40 per share, a yield of 3.06%.

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Consumer Goods

Church & Dwight Bets on Gen Z With $700 Million Touchland Acquisition

Church & Dwight (NYSE: CHD) has signed a deal to acquire hand sanitizer brand Touchland for $700 million, with an earn-out that could raise the total to $880 million.

The fast-growing brand is best known for its colorful, fragrance-forward sanitizers, which are popular among Gen Z and Gen Alpha consumers. The deal is expected to close in the company’s second quarter.

Touchland reported approximately $130 million in sales over the past 12 months, with $55 million in earnings before interest, taxes, depreciation, and amortization. Church & Dwight said the acquisition fits its long-standing model of buying asset-light, fast-growing brands that lead in their categories.

For investors, this move adds a high-margin, high-visibility brand to CHD’s personal care portfolio. We think Touchland’s strong retail presence, cult following, and clean product design align with current consumer trends and give Church & Dwight more room to grow beyond its legacy staples. It also strengthens their positioning with younger shoppers, a key demographic for future expansion.

Touchland’s founder will stay on to lead the brand, and all employees will be retained, signaling CHD’s intent to scale the business without disrupting its momentum.

CHD currently trades at $95 and pays a dividend of $1.18 per share, a yield of 1.25%.

GLPI boosted its dividend payout to 67 cents per share, a 2.6% rise. Its new forward yield is 6.63%.

IGIC increased its dividend payout to 5 cents per share, a 66% rise. Its new forward yield is 0.83%.

SAR grew its dividend payout to 75 cents per share, a 1.4% rise. Its new forward yield is 12.5%.

NKSH lowered its dividend payout to 73 cents per share, a cut of 6.8%. Its new dividend yield is 5.47%.

MT reduced its dividend payout to 23 cents per share, a cut of 14.8%. Its new dividend yield is 1.49%.

RWAY dropped its dividend payout to 35 cents per share, a cut of 2.7%. Its new dividend yield is 13.83%.

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Everything Else

• Verizon slashed its DEI programs as the latest corporation to scale back past actions. 

• Insiders are buying UNH hand-over-fist - is it time for retail to jump onto this beaten-down stock?

• Barron’s lays out their top energy stock picks in a volatile oil market. 

• Walmart’s China segment is doing brisk sales despite tariff concerns at home. 

• Price hikes may have lagged Trump’s tariff announcements, but they’re beginning to impact retail consumers.

Legal Stuff: Stocks featured in this newsletter are for entertainment purposes only. You should not base any investment decisions on information contained in my newsletter. Stocks featured in this newsletter may be owned by owners/operators of this website, which could impact our ability to remain unbiased. Please consult a financial advisor before making any trading decisions. I may earn a small commission from links placed inside these emails.