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From Hyperscalers to High-Yield, These 3 Indsutry Giants Are Boosting Dividends

Written by Leo Miller. Published: 9/21/2026.

Industry giants across technology, banking and advertising have announced notable dividend increases. These companies include an AI hyperscaler that has seen its share price surge recently and a bank stock with a yield above 3% that just posted record sales. Additionally, a company whose legacy advertising model has stood the test of time is considering a special dividend on top of its yield of more than 4.5%.

Microsoft Lifts Dividend After Strong Azure Growth, Stock Rebound

Tech giant Microsoft (NASDAQ: MSFT) has become a leader in multiple key domains, from computer operating systems and productivity software to AI cloud computing. Shares are up slightly in 2026, having recovered from a decline of more than 25% a few months ago. The firm’s latest earnings report was a key catalyst, sending shares up more than 15% in a single day.

Microsoft handily beat estimates for revenue and earnings per share (EPS). Critically, growth in its Azure segment accelerated to 43% year over year (YOY), compared with 39% YOY in the prior quarter. Microsoft expects growth to accelerate further to 45% YOY next quarter, signaling strong momentum in AI cloud demand.

Notably, Microsoft is also increasing its dividend. The company has boosted its quarterly payout to 98 cents, a 7.7% increase. The dividend’s record date is Nov. 19, and its payable date is Dec. 10. This raises Microsoft’s forward dividend yield to approximately 0.8%. That is objectively low compared with the broader universe of dividend stocks. However, Microsoft’s yield stands out among Magnificent Seven stocks, ranking as the highest in the group. It is well above NVIDIA’s (NASDAQ: NVDA) 0.47% yield, the second-highest yield among the Magnificent Seven.

Furthermore, Microsoft has a solidly sustainable dividend, with a payout ratio of just 20%, and the firm expects to remain free-cash-flow positive in its current fiscal year.

U.S. Bancorp Boosts Dividend After Posting Record Revenue

U.S. Bancorp (NYSE: USB) is one of the 15 largest banking stocks in the United States, with a market capitalization near $93 billion. The stock has put up a solid performance in 2026, delivering a return of nearly 12%, slightly higher than the S&P 500’s return of approximately 11%.

Notably, U.S. Bancorp reported record net revenue of $7.7 billion in its latest quarter, up 10.1% YOY. Additionally, EPS increased by a strong 22% YOY, while the company generated 400 basis points of positive operating leverage. The company posted solid growth across its key business lines, with net interest income rising 7.7% YOY and fee revenue increasing 13.2% YOY.

Amid its robust financial performance, U.S. Bancorp has issued a 3.9% increase to its quarterly dividend. Its next 54-cent dividend has a record date of Sept. 30 and a payable date of Oct. 15. This move boosts the stock’s already solid dividend yield to approximately 3.6%, providing a significant source of return for investors.

U.S. Bancorp is also in a strong position when it comes to dividend sustainability, with a payout ratio near 41%. Notably, analysts expect this ratio to improve to 36% based on next year’s earnings estimates.

Lamar’s Yield Hits 4.5%, Considers Special Dividend

Lamar Advertising (NASDAQ: LAMR) is a major player in the outdoor advertising industry. At the end of 2025, Lamar owned and operated around 159,300 billboards, 5,500 digital billboards and 144,400 logo signs displaying gas, food and lodging options near highway exits. The company also rents space on public transit vehicles and in airport terminals across more than 80 markets. Despite the rise of online advertising, Lamar has grown its revenue every quarter for five consecutive years. The stock has delivered a strong return of more than 15% in 2026 and has returned nearly 100% over the past three years.

Lamar has issued a moderate 3.1% increase to its quarterly dividend. Its next $1.65 dividend has a record date of Sept. 21 and a payable date of Sept. 30. The stock’s dividend yield now sits near 4.5%, a hefty figure. At first glance, Lamar’s payout ratio appears worrisome at nearly 117%. However, as a real estate investment trust, the company should be evaluated using alternative metrics to assess dividend sustainability.

The company expects to generate midpoint adjusted funds from operations (AFFO) of approximately $4.76 over the next two quarters combined. With $3.30 of dividends expected over that period, its payout ratio based on adjusted AFFO would be just 69%. Lamar says it is likely to pursue an additional special dividend at year-end, which could add significantly to its already strong dividend yield.

Lamar: Autonomous Vehicles Are a Key Risk to Watch

While Lamar Advertising has continued to grow despite the rise of online advertising, the company faces a new threat: autonomous vehicles. The bear case is that as AVs proliferate, billboard advertising businesses will suffer because drivers will no longer be forced to keep their eyes on the road.

So far, Lamar has not fully articulated how it plans to address this long-term threat. Investors should look for the company to provide a strategy on this front over the coming quarters and years. Additionally, when AVs begin to go mainstream, investors should closely monitor Lamar’s revenue trajectory. This should provide early signals of whether the firm can weather the threat or face a structural headwind.