In search of elevated dividends in the context of macroeconomic uncertainty Investing.com

• The Fed is waiting, turbulence in the Middle East persists, and economic conditions within the country could become worrying.

• Companies also express their concerns, but their actions seem more optimistic

• The percentage of the net dividend increase in the second quarter has been reached for several years

While we finally turned the first semester marked with uncertainty, global trends in dividends offer us a small treasure. Thirty percent of Wall Street Horizon companies announced an increase in their dividends in the second quarter, which is the best result since 2021. In addition, only 9 % of companies around the world reduced their dividend, the lowest rate for three years.

Rate to increase healthy dividends in the second quarter

Source: Wall Street Horizon Wall Street Horizon

These numbers are the same as the one we described earlier in the year. They are also good signs for the rest of the year 2025, despite macroeconomic uncertainty (that is the word!). In fact, today it is more important than ever to pay attention to and deeper to analyze what leaders do in relation to what they say. Investors have heard the constant choir of “macroeconomic opposite winds” and “uncertain economic landscapes” Ad Nauseam, but during this time society continues to produce profits, buy shares and, yes, increase dividends (net).

Result? Investors must look for signals and remove noise.

Increasing dividend payments means that investment teams must adjust shares prices in order to properly reflect these actions to make chronological analyzes of series. The TMX (PAC) price curve provides appropriate adjustments to the price of the price for tick or even orders, and below you can see that the number of modifications recorded for North American dividends is constantly increasing. The first half of 2025 recorded price adjustments of 17 509 (22 June 2025). One week before the end of the second quarter is this number on the way to balance or violate the record for the first half in 2024 with 17,771 prices.

Source: TMX DATALINX: TMX DATALINX

Precise monitoring and analysis of large levels of these key operations, such as dividend changes, represent their own share in challenges. For asset management experts and risks, manual processes and fragmented data systems can cover information and increase risks.

Listen to your child’s throwing! Caterpillar continued in 2025

At the beginning of the month, Caterpillar Inc. (NYSE 🙂 announced a 7 % increase in dividends, which increased the quarterly distribution to $ 1.51. Member of the S&P 500 Index^® The aristocrats of dividend (companies that have increased their dividends in each of the last 25 consecutive years) is one of many multinational companies that face the threat of increasing the cell.

The actions are simply stable during the year, but profits compared to the final cavity 8. April were massive, more than 30 %. Sellers are still thinking about the impact that the future commercial environment on the cat will have. In May, UBS recorded the value of an industrial company of $ 168 billion to “sell” “maintenance” to improve business negotiations between the United States and China. On the same day, Texan announced an increase in its dividends, BMO Capital Markets called Cat as a “candidate for Garp” (growth at a reasonable price).

At the end of 2024, however, the event is far from its historic summit $ 419. Currently, they rely on their 200 -day flat medium, the drops could confirm that it is a dead cat that is reflected. The future will tell us, but it seems that the company management team is satisfied with its position as the second half of 2025 is approaching.

Regarding the future, the date of publication of the results of the second quarter is Tuesday 5th August, BMO (confirmed).

Group Unitedhealth Group: Assess damage

The Unitedhealth Group from the industrial sector to health care (NYSE 🙂 overlaps what could be the most vulnerable year of its five decades of existence. Shares have fallen by 39 %since the beginning of the year, with a total yield of more than 40 percentage points per return of the index. Before the beginning of 2025 last December last December, the tragic murder of the CEO of Unitedhealthcare, Brian Thompson, strengthened public and investors’ attention with regard to society.

Then in her report on January results, she led higher treatment costs than expected, especially in the activity of Medicare Advantage, to revise the decline in profits for 2025^.4 Investors did not appreciate and the actions dropped by 6 % during the session, which followed the report on the results of the fourth quarter. Investors did not appreciate: the action dropped by 6 % during the meeting followed by the results of the fourth quarter.

UNH has become more than 22 %after the first quarter of the results, its worst decreased for decades in one day. At the beginning of the season of the results, in April, the company revised its forecasts on the award of orders all year round after missing the check at the top of the scale^.5 His ratio of health costs, which is similar to the reversed profitable range for the health insurance company, was again higher than the analysts hoped. When the dust fell that was once the most important weight of the largest late Since S&P 500 in 2025.

But the pain wasn’t over. Less than a month after the publication of the report from the first quarter we learned that United is subject to the United States Ministry of Justice’s Ministry of Justice about possible fraud^.6 The action lost 11 % of its value further, bringing it back to the tenth place on the DJIA weight list at that time.

Good news? 6th June announced UNH quarterly dividend by $ 2.21, an increase of 5.2 % compared to the previous quarterly dividend of $ 2.10^.7 Until now, the action has stabilized over $ 300, after reaching $ 157 of $ 157 in the amount of $ 247. Previously, the largest company in the health sector in terms of market capitalization, the insurer is confronted with the opposite winds and contempt for the public, but the report of increasing dividend is for its shareholder.

UNH will publish its results T2 on Tuesday, July 29, BMO (confirmed).

Makro-vallant catalysts as they approach the third quarter

The eyes now turn to the second half. At the macroeconomic level there is still wood that helps to distract all this uncertainty. We expect development on the commercial front, with the date of 9 July set by President Trump for a break of mutual rates. In addition, the Senate is still implementing the law “One Big Beautiful Bill”.

The increase as a result of the Israeli Iranian conflict adds another factor to the macroeconomic situation. At the same time, it is clear that President Powell and other members of the open market in the federal reserve maintain status quo on interest rates.

Pay attention to the potential volatility of the data this week. According to the economic calendar, this Friday will be published price for prices for personal consumer expenses (PCE) in May, an indicator of inflation preferred by the Fed. Market bulls hope for a new update of prices of moderate consumption.

In short

Economic surprises have changed south, worries about the labor market and the Middle East conflict is deepening. In the middle of so much anxiety and the number of unknown societies, they show optimism, at least if we believe that a high percentage of dividends increases compared to decreasing dividends. Although the summer travel season is in full swing, investors remain on their guards because the catalysts of macroeconomic volatility and specific to societies are at the forefront – and the profit season is only in two weeks!