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This Month’s Bonus Story
These 3 Stocks Just Rewarded Investors With Big Dividend Bumps
Reported by Leo Miller. First Published: 3/31/2026.
Key Points
- Micron just announced its first dividend boost in years, with its 30% lift being double the size of its previous increase.
- Tencent, China’s leader in music streaming, just increased its dividend yield, which now sits well above 2%.
- Despite deteriorating housing market expectations, Williams Sonoma announced a substantial dividend increase.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
For income investors, few things are as rewarding as receiving quarterly dividend payouts. Almost as pleasing is learning that the stocks in a yield-focused portfolio are increasing those payouts.
For shareholders of three high-profile stocks, that is precisely the case — one even announced a substantial 33% dividend increase.
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While dividend boosts aren’t uncommon, stock price performance and dividend-yield shifts can tell very different stories. The following semiconductor lynchpin, Chinese streaming behemoth, and premium home goods retailer each tell a different tale.
Micron Boosts Its Dividend Following 300% Surge
After putting up blistering gains over the past year, Micron Technology (NASDAQ: MU) is returning to dividend increases. Shares are up about 25% year-to-date (YTD) and have gained more than 300% over the past 12 months, driven by a shortage of high-bandwidth memory chips that are critical to AI’s growth trajectory.
That demand has been an incredible tailwind. In its Q2 2026 earnings report, Micron reported revenue of $23.9 billion, surpassing estimates by almost $4 billion. The company’s guidance for the next quarter was even more impressive: at the midpoint, Micron expects revenue of $33.5 billion, which would exceed analyst expectations by more than $9 billion.
Alongside the firm’s strong performance, Micron announced a 30% increase to its quarterly dividend. The company plans to pay its next dividend on April 15 to shareholders of record on March 30.
On the surface, Micron’s indicated dividend yield—less than 0.2%—is modest. But it is notable because this is the first time in nearly four years the company has raised its dividend; the last increase was a 15% bump in mid-2022.
Micron’s return to dividend increases—and the much larger size of its latest boost—underscores how well the company has been performing. It has rewarded shareholders with roughly a 450% gain since last April’s tariff-driven sell-off.
Williams Sonoma Boosts Dividend 15% Despite Weakening Housing Outlook
Shares of Williams Sonoma (NYSE: WSM) — the owner and operator of Williams Sonoma, Pottery Barn, and West Elm — rose more than 17% YTD through early February before tumbling roughly 21% from its 2026 high.
With housing demand cooling amid still-elevated interest rates and home prices near record levels, Williams Sonoma has been pressured. The company relies on housing transactions as a key demand driver for its premium products; consumers often buy large home items alongside home purchases. Over the past several months, investor sentiment has shifted as WSM executives moderated their outlook for a 2026 housing market recovery.
In November, during the company’s Q3 2025 earnings call, CEO Laura Alber said she was “very optimistic about housing next year.” By March, on the company’s Q4 earnings call, Alber noted, “We are not building into our assumptions a meaningful housing recovery.” This shift is partly attributable to the rapid rise in oil prices driven by the conflict in Iran and the subsequent economic effects domestically and globally (Williams Sonoma operates stores in the United States, Canada, Australia, and the United Kingdom, and ships to more than 60 countries).
Higher oil prices can push up inflation, making it less likely the Federal Reserve will cut rates soon. That, in turn, keeps mortgage rates elevated, which can depress housing turnover and demand for Williams Sonoma’s products.
Still, shares are up nearly 11% over the past year, and the company continues to return capital to shareholders. Williams Sonoma recently announced a 15% dividend increase, raising its quarterly payout to $0.76 per share. The firm expects to pay the next dividend on May 22 to shareholders of record as of April 17. The stock’s indicated dividend yield now sits at about 1.5%, its highest level in nearly a year.
Tencent: Profits and Dividends Rise as Shares Fall
Finally, there’s Chinese music streaming company Tencent Music Entertainment Group (NYSE: TME). With roughly 528 million monthly active users (MAUs), it remains the leader in China’s music streaming market.
However, investors have pummeled the stock in 2026, sending it down more than 45% YTD. Much of the sell-off reflects rising competition: Bytedance, owner of Douyin (the Chinese version of TikTok), has rapidly expanded its Soda Music platform. Soda’s MAUs reached 120 million in September 2025, and reports indicate that figure grew to 140 million by March 2026.
Meanwhile, Tencent saw a 5% decrease in total MAUs from Q4 2024 to Q4 2025. Despite that, the company’s revenue rose about 16% year-over-year, and total operating profit increased a remarkable 53.4% year-over-year.
That growth came even as total MAUs declined, aided by a 5.3% year-over-year increase in paying users, which helped offset some user losses. But because TME’s total MAUs are shrinking, its ceiling for future paid-user growth is lower. Tencent now trades at a forward price-to-earnings (P/E) ratio of around 10x, tied for its lowest level in the past five years.
A silver lining for investors is that TME’s indicated dividend yield is near its highest level ever, roughly 2.5%, helped by the 33% dividend increase the company recently announced. The annual dividend rises to $0.24 per American Depositary Share, and TME plans to pay it “on or around” April 23 to shareholders of record on April 2.
MU’s Forward P/E Plummets as the Stock Takes Off
MU, WSM, and TME are three stocks with very different near-term performances, but all are increasing capital returned to shareholders.
Micron is among the most interesting names to watch. Even after an exceptional run, the stock’s forward P/E ratio is only about 16.87, as earnings expectations have climbed faster than the share price.
Whether the stock will face a correction if the memory shortage eases remains a key risk. For now, analysts see nearly 35% potential upsideover the next 12 months.
This Month’s Bonus Story
3 Dividend Stocks Defying the Market Downturn Amid the Iran Conflict
Reported by Nathan Reiff. First Published: 4/3/2026.
Key Points
- While the S&P has dropped modestly since the start of the Iran war, some individual standouts have risen over the last month or so.
- Crescent Energy and Viper Energy are two lesser-known stocks in the energy sector with potential to stand out thanks to their domestic operations.
- Unum Group is unrelated to the conflict as a disability and life insurer, but it still draws interest for its dividend strength and growth potential.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
The S&P 500 has fallen nearly 5% over the past month—roughly since the U.S.-Iran conflict began—yet some stocks have bucked the trend. Certain industries — airlines, for example — have been hit hard by the prospect of service disruptions and higher energy costs. Still, a number of companies — including dividend-paying names that offer passive income on top of price appreciation — may have room to run despite the turbulence.
Investors seeking momentum with income might consider Crescent Energy Co. (NYSE: CRGY), Viper Energy Partners LP (NASDAQ: VNOM), and Unum Group (NYSE: UNM).
Crescent Energy’s Domestic Position Wins Analyst Support
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Higher oil prices can benefit some energy companies — the benchmark Energy Select Sector SPDR Fund (NYSEARCA: XLE), which tracks a large portion of the sector, is up more than 3% in the past month — but the Iran conflict doesn’t guarantee any single firm will prosper. Crescent Energy, a Permian Basin-focused exploration company, has emerged as a Wall Street favorite. Since the start of the conflict, it has received a ratings upgrade from JPMorgan Chase, higher price targets from Wells Fargo and Piper Sandler, and additional Buy-equivalent reiterations from other firms.
Analysts point to Crescent’s domestic shale operations, which could prove essential if oil shipments from the Middle East decline. Its fiscal stability and favorable geopolitical positioning help it stand out during a turbulent period.
Those potential gains from higher oil prices would add to Crescent’s recent operational progress. In the latest quarter, the company boosted production to about 268,000 BOE/d and generated roughly $239 million of levered free cash flow. With annual cash flow from its new royalties operation expected to be at least $160 million, Crescent sits at a strategic inflection point that could help it grow into a larger domestic player. Its dividend yield of about 2.5% is an added benefit that should be easier to sustain as cash flow expands.
Viper’s Royalty Focus Sets it Apart in the Energy Sector
Viper Energy is a royalties company: it does not directly produce hydrocarbons but holds royalty and mineral fee interests. Like Crescent, Viper concentrates on the Permian Basin, giving it domestic exposure that can be advantageous when international supplies are uncertain.
Analysts have adjusted their views on Viper in recent weeks, including several raised price targets, bringing the company’s consensus price target to $52.60, roughly 15% above current trading levels. Viper’s royalty model limits direct operational risk and, while it may cap some upside tied to production, it can provide steadier returns amid volatile production costs and commodity prices.
Viper’s activity over the last year has positioned it well for 2026: in 2025, the company acquiredabout $8 billion in minerals while also improving its balance sheet. The result is a dividend yield that has risen to 3.3%, alongside a significant new share repurchase program.
Big Growth Possible for an Insurer Separate From the Iran War
The sole non-energy name on this list is Unum Group, a life and disability insurer that has been affected by the broader market pullback tied to the Iran conflict. Although Unum isn’t directly linked to the geopolitical event, its relative weakness in the financials sell-off can create an attractive entry point for investors.
Management expects earnings per share (EPS) and core operations to grow about 8%–12% and 4%–7% year-over-year, respectively, in 2026. Combined with steady profitability and shareholder returns — including a dividend yield of 2.49% and nearly two decades of consecutive dividend increases — it’s clear why analysts like the company.
Unum also has upside potential near 30%, making it appealing for investors seeking growth that isn’t directly tied to the current geopolitical backdrop.
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