Nordson CorporationNordson surged 25.5% YTD, raised dividend, reported record earnings, and lifted guidance.
Nordson shares jumped 25.5% year to date through June 30, 2026, more than doubling the S&P 500's 9.5% return, after being named one of the three best Dividend Aristocrats to buy in 2026. The company raised its quarterly dividend to $0.82 from $0.78 and reported record fiscal second-quarter adjusted earnings of $2.86 per share on revenue of $740.85 million, with 7% organic growth across all segments and an 18% increase in backlog. Management lifted full-year guidance to sales of $2.93 billion to $3.01 billion and adjusted EPS of $11.30 to $11.80. Aflac, another pick, gained 6.3% and raised its quarterly payout 5.2% to $0.61, while Lowe's fell 8.6% despite beating earnings estimates for six straight quarters and increasing its dividend to $1.25 per share. All three companies extended their dividend growth streaks, underscoring the income-compounding thesis even as Lowe's faced housing-market headwinds.
Nordson CorporationNordson surged 25.5% YTD, raised dividend, reported record earnings, and lifted guidance.
Lowe's Companies IncLowe's fell 8.6% due to housing-market headwinds despite beating earnings and raising dividend.
Aflac IncorporatedAflac raised its dividend and was named a top Dividend Aristocrat pick, with shares up 6.3%.
NVIDIA Corporation