Dividend Heroes 2026 Update – Solid Start With Clear Dispersion
Portfolio up 7.5% in 2026 as total return since 2024 reaches 53%
The Dividend Heroes portfolio has been fully updated for 2026 after extensive data verification and processing. Year-to-date performance stands at +7.5%, continuing the upward trajectory that began in 2024.
We started tracking results at the beginning of 2024. That first year delivered a strong +29.8% return, followed by +9.7% in 2025. With the current gain in 2026, total return since inception now stands at approximately +53% in just over two years.
The methodology remains unchanged. Dividend Heroes are selected strictly on statistical dividend growth criteria, not through manual stock picking.
Key Points
Portfolio up 7.5% in 2026
Total return of 53% since 2024 start
Industrial names driving performance
Financial and payment stocks limiting upside
Comfort Systems USA the standout performer
Industrial Strength Drives Performance
The strongest contributor in 2026 is $FIX, which has gained 57.4% year-to-date. Comfort Systems USA has already announced its first dividend increase of the year and continues to rank among the strongest statistical profiles within the Heroes universe.
Performance strength is not isolated. $CSL, $WSO and $GFF are all delivering substantial gains, while $WSM, $MCK, $LII, $OC, $SNA and $APH are posting solid double-digit returns. These names provide the bulk of the positive contribution so far this year.
Financials and Payment Stocks Weigh on Results
At the same time, weakness among financial and payment-related companies is clearly visible. $MA and $V are both down more than 12% year-to-date, while $JPM and $MSCI are also trading lower.
The largest individual negative contributor remains $ORCL, down 24.8% this year.
The full Dividend Heroes 2026 composition has now been published. The research and data work behind the portfolio are provided free of charge, and continued support helps sustain the project going forward.
Disclaimer: The information provided here is for informational purposes only and should not be considered financial advice. Investors should conduct their own research or consult a financial advisor before making investment decisions.
Full disclaimer →