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This Week's Exclusive Article
Giants Costco, Sanofi, and SAP Raise Dividends by Over 10%Author: Leo Miller. Article Posted: 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.
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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 return capital to shareholders. Costco Announces 13% Dividend Boost Amid Strong Start to 2026First up is Costco Wholesale (NASDAQ: COST), the world’s second-most-valuable consumer staples stock with a market capitalization near $450 billion—behind only Walmart (WMT) in the sector.
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In 2025, Costco posted a total return loss of nearly 5%. That was only the sixth year of negative annual returns since 1994; Costco has delivered positive returns in more than 80% of the past 32 years. After a down 2025, Costco shares have rebounded in 2026, delivering a total return exceeding 15% so far. The stock has benefited from multiple strong monthly sales reports—sales rose 9.3% year over year (YOY) in January and 11.3% YOY in the five weeks ended April 5—along with a broader market rotation into consumer staples. Amid that strong start, Costco announced a 13% dividend increase. The quarterly dividend will rise to $1.47, payable on May 15 to shareholders of record as of the close on May 1, implying an indicated yield near 0.6%. While the yield is modest, Costco has consistently delivered sizable dividend increases, with a five-year annualized dividend growth rate of about 12.75%. High-Yield Sanofi Boosts Dividend After Mixed 2025Next is Sanofi (SNY), one of the world’s largest pharmaceutical companies and one of only about 15 pharma/biotech names with market caps above $100 billion. SNY shares have been range-bound for years and are down more than 10% over the past five years. Although blockbuster drug Dupixent grew roughly 25% in 2025, a string of disappointing pipeline readouts weighed on the stock. Sanofi recently appointed Belén Garijo as its new CEO, tasking her with reinvigorating the innovation pipeline and finding growth beyond Dupixent. Dupixent accounted for nearly 40% of sales last quarter, underscoring the need for greater product diversification. Meanwhile, Sanofi continues to return capital to shareholders, raising its dividend to $2.42 per depository receipt—a 19% increase in U.S. dollar terms, partly reflecting a stronger euro. Because France withholds tax on dividends paid to nonresidents and depositary fees apply, the effective yield to U.S. holders is roughly 4.7% gross and about 3.5% net after taxes and fees. The company will make its annual payment on June 3 to shareholders of record as of the close on May 4. Notably, Sanofi has a long history of raising payouts, having increased its dividend for 31 consecutive years through 2025. AI Pushes Down SAP, Dividend Moves Up Amid Strong EarningsFinally, global software giant SAP (NYSE: SAP), with a market capitalization near $400 billion, ranks among the largest software companies. Like many peers, SAP has faced significant pressure recently. The stock is down more than 25% so far in 2026 and over 40% from its 52-week high. A sell-off in AI-related software names in late January and early February hit SAP particularly hard, pushing its forward price-to-earnings ratio down to roughly 20x—near a three-year low. Still, SAP rallied about 7.4% after its latest earnings report, which beat adjusted EPS estimates while narrowly missing on sales. Cloud revenue grew 27% and current cloud backlog rose 25%, signaling robust demand ahead, and operating margin improved by roughly 275 basis points to about 30%. SAP also raised its annual dividend per depository receipt to about $2.93—approximately a 15% increase in U.S. dollar terms. After German withholding tax and depositary fees, the net yield to U.S. holders is roughly 1.2%–1.4%. The dividend will be paid on May 15 to holders of record as of the close on May 5. Multiple Analysts Eye $1,100 for Steady-Eddy CostcoCostco garnered several price-target upgrades in April, with some analysts suggesting the stock could top $1,100. April updates average about $1,074—modestly above the MarketBeat consensus near $1,046—implying roughly 5% upside. Targets tend to stay close to Costco’s actual price given its low volatility, but that hasn’t stopped the stock from delivering a total return exceeding 100% over the past three years. |
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