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Good morning!
Hope you had a great weekend. We’re starting Monday on a high note with three new dividend raises.
As always, let’s start with the biggest increase first: a 21.1% hike.
KLA Corporation ($KLAC) Raises Dividend By 21.1%
KLA Corporation designs and manufactures the tools chipmakers use to detect defects and manage quality control during semiconductor production. Nearly every modern electronic device, from smartphones to cars, relies on chips inspected by KLA.
Fun fact: the company’s broadband plasma wafer inspectors use a light source 100 times brighter than the surface of the sun.
Recently, the firm announced a 21.1% dividend increase.
KLA Corporation will now pay a $2.30/share quarterly dividend.
Ex-dividend date: 5/18/26
Payout date: 6/2/26
Forward starting dividend yield: 0.49%
Innospec Inc. ($IOSP) Raises Dividend By 5.7%
Innospec Inc. develops specialty fuel additives along with ingredients used in personal care products.
The company dates back to 1938 and currently operates in 22 countries, creating chemical formulas used across the personal care, home care, agrochemical, mining, and industrial markets.
Recently, the firm announced a 5.7% dividend increase.
Innospec Inc. will now pay a $0.92/share semi-annual dividend.
Ex-dividend date: 5/19/26
Payout date: 5/29/26
Forward starting dividend yield: 2.4%
The Timken Company ($TKR) Raises Dividend By 2.9%
The Timken Company manufactures bearings, gear drives, automated lubrication systems, belts, chains, and other motion components. The company produces everything from tiny bearings used in disk drives to enormous 40-inch diameter bearings used in heavy machinery.
Timken has paid a dividend every quarter since going public in 1922, and the company recently announced a 2.9% dividend increase.
The Timken Company will now pay a $0.36/share quarterly dividend.
Ex-dividend date: 5/19/26
Payout date: 5/29/26
Forward starting dividend yield: 1.23%
Crash Expert: “This Looks Like 1929” → 71,105 Diversifying Here
Mark Spitznagel, who made $1B in a single day during the 2015 flash crash, warned markets are mimicking 1929. Seems extreme but we did just see the worst quarter for the S&P since 2022.
So it’s not so surprising that Vanguard and Goldman Sachs forecasted 5% and 3% annual S&P returns respectively for 2024-2034.
Late last year, Apollo’s chief economist Torsten Slok put it this way: "expect zero in return in the S&P 500 over the coming decade."
Almost no one knows this, but postwar and contemporary art appreciated 10.2% annually with near-zero correlation to equities from 1995–2025 overall.*
And sure… billionaires like Bezos can make headlines at auction, but what about the rest of us?
Masterworks makes it possible to invest in legendary artworks by Banksy, Basquiat, Picasso, and more – without spending millions.
29 exits. Net annualized returns like 16.5%, 17.6%, and 17.8% on works held over 1 year+. $1.3 billion invested. 500+ offerings.*
Shares in new offerings can sell quickly but…
*According to Masterworks data. Past performance is not indicative of future returns. Investing involves risk. Important Reg A disclosures: masterworks.com/cd.
Thank you for reading, and I hope your week is off to a great start!
P.S. Enjoying the newsletter? Forward it to a friend who loves dividends.
Disclaimer: This article is for entertainment purposes only. It is not financial advice, always do your own research.
