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Bonus News from MarketBeat
Giants Costco, Sanofi, and SAP Raise Dividends by Over 10%Written by Leo Miller. Article Published: 4/28/2026. 
Key Points
- Costco, Sanofi, and SAP each raised their dividends by more than 10%, signaling continued capital return commitments despite varied stock performance.
- After a rare annual decline in 2025, Costco is up more than 15% in 2026.
- Software giant SAP is now trading near its three-year low forward price-to-earnings ratio amid an AI-driven sell-off.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Several stocks with market capitalizations above $100 billion just made notable dividend announcements. These names are among the largest in their respective industries and, despite widely differing performance, continue to follow through on commitments to return capital to shareholders. Costco Announces 13% Dividend Boost Amid Strong Start to 2026First up is the world’s second-most valuable consumer staples stock, Costco Wholesale (NASDAQ: COST). With a market capitalization near $450 billion, Costco is second in size in the sector only to Walmart (NASDAQ: WMT).
In 2025, Costco slid, producing a total return loss of nearly 5% — only the sixth negative year for COST since 1994. That is nonetheless an impressive record: Costco has posted a positive return in more than 80% of the last 32 years. After a down 2025, Costco shares have come roaring back in 2026. Year-to-date, the stock has delivered a total return exceeding 15%. The company reported multiple strong monthly sales updates, which helped drive the gains — sales rose 9.3% year over year (YOY) in January and 11.3% YOY in the five weeks ended April 5. Costco has also benefited from a market-wide rotation into consumer staples stocks. Amid that strong start to the year, Costco announced a 13% dividend increase. The company’s quarterly dividend will rise to $1.47, payable on May 15 to shareholders of record at the close on May 1. That gives Costco an indicated dividend yield near 0.6%. Although the yield is modest, Costco has consistently delivered meaningful dividend increases, with a five-year annualized dividend growth rate of 12.75%. High-Yield Sanofi Boosts Dividend After Mixed 2025Next is Sanofi (NASDAQ: SNY), one of the world’s largest pharmaceutical companies. The stock is one of just 15 in the pharma and biotechnology sectors with a market capitalization above $100 billion. SNY shares have been range-bound for a prolonged period, showing a total return loss of more than 10% over the past five years. Despite Dupixent delivering impressive growth of 25% in 2025, several disappointing pipeline readouts weighed on the shares. The firm recently announced a new CEO, Belén Garijo, who aims to reinvigorate Sanofi’s innovation pipeline and develop another blockbuster beyond Dupixent. Dupixent accounted for nearly 40% of sales last quarter, underscoring the company’s need for greater product diversification. Meanwhile, Sanofi continues to return capital to shareholders. The company increased its dividend to $2.42 per depository receipt — a 19% rise in U.S. dollar terms, influenced in part by a stronger euro. Because France withholds tax on dividends paid to foreign investors, and depositary fees further reduce receipts, the effective yield to U.S. holders is roughly 4.7% gross down to about 3.5% net. Sanofi will make its annual payment on June 3 to shareholders of record at the close on May 4. Notably, the company has a long history of increasing its payout, having raised its dividend for 31 consecutive years through 2025. AI Pushes Down SAP, Dividend Moves Up Amid Strong EarningsLast is global software giant SAP (NYSE: SAP). With a market capitalization near $400 billion, SAP ranks as one of the largest software companies worldwide. Like many peers, the stock has faced significant selling pressure recently. SAP is down more than 25% year-to-date in 2026 and over 40% from its 52-week high. The artificial intelligence-related sell-off in late January and early February hit SAP especially hard, pushing the stock to a forward price-to-earnings ratio near 20x — close to its lowest level in three years. Still, SAP rallied about 7.4% after its latest earnings report, beating adjusted EPS estimates while missing sales slightly. Cloud revenue grew 27%, and current cloud backlog rose 25%, signaling solid demand ahead. Importantly, operating margin expanded roughly 275 basis points to 30%. SAP also raised its dividend per depository receipt to about $2.93 — roughly a 15% increase in U.S. dollar terms. After German withholding tax and depositary fees, the net yield to U.S. holders is approximately 1.2%–1.4%. The company will pay its annual dividend on May 15 to shareholders of record at the close on May 5. Multiple Analysts Eye $1,100 for Steady-Eddy CostcoCostco has drawn several price target upgrades in April, with many analysts suggesting the stock could surpass $1,100. April price targets average about $1,074, modestly higher than the MarketBeat consensus target near $1,046. That updated average implies upside of just over 5% from current levels. It’s worth noting that targets rarely stray far from Costco’s actual price, given the stock’s low volatility. That stability hasn’t prevented Costco from delivering a total return above 100% over the past three years. |
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