McDonald's One Dividend Increase Away From Dividend King Status

Corporate ActionEarnings
โดย 24/7 Wall St.·US·Read original
Summary · why it matters

McDonald's is one dividend increase away from becoming a Dividend King, holding 49 consecutive annual increases through 2025, while fellow Aristocrats Sherwin-Williams and Air Products & Chemicals remain several years short of the 50-year mark. McDonald's pays a quarterly dividend of $1.86 per share, an annualized $7.44, after raising the rate from $1.77 in 2025, and the next declared raise, expected around the traditional fall board meeting cadence, would secure Kinghood. The company reported Q2 2026 adjusted EPS of $3.38, beating the $3.32 estimate, on revenue of $7.10 billion, with a 31.9% net margin, 46.1% operating margin, and $858 million in Q2 buybacks, though US comparable sales grew just 0.8% and CFO Ian Borden said US comps were slightly negative in July. Sherwin-Williams pays $0.80 quarterly, an annualized $3.20, and raised full-year adjusted EPS guidance to $11.80 to $12.20 after Q2 adjusted EPS of $3.70 beat $3.52 on revenue of $6.79 billion, but management flagged continued demand softness in the second half of 2026. Air Products pays $1.81 quarterly, an annualized $7.24, and raised FY26 adjusted EPS guidance to $13.39 to $13.49 after adjusted fiscal Q3 2026 EPS of $3.47 beat $3.34, though GAAP results showed a loss per share of $6.47 on $2.90 billion in pre-tax project exit charges tied to the Louisiana Clean Energy Complex exit, cutting cash and equivalents 57.8% year over year to $980.5 million.

Impact on stocks 3

Consumer Discretionary▲ · 1 stocks
McDonald’s Corporation
MCD
▲ PositiveCapitalrelevance

One dividend increase away from Dividend King status with 49 consecutive annual raises, plus Q2 EPS of $3.38 beating estimates and $858 million in buybacks.

Energy Transition & Power Demand▼ · 1 stocks
Air Products and Chemicals Inc
APD
▼ NegativeCapitalrelevance

GAAP loss per share of $6.47 on $2.90 billion in pre-tax charges tied to the Louisiana Clean Energy Complex exit, cutting cash 57.8% YoY.

Critical Materials & Supply Chain▲ · 1 stocks
Sherwin-Williams Co
SHW
± MixedCapitalrelevance

Raised full-year adjusted EPS guidance to $11.80-$12.20 after Q2 beat, but management flagged continued demand softness in H2 2026.

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