The IPO Names Smart Money Is Watching |
The next IPO cycle is taking shape—and the strongest companies are already separating themselves from the pack. Our analysts identified seven private companies they believe could become some of Wall Street's most anticipated IPOs of 2026. |
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🪙 A heavy week on the dividend calendar |
Eleven S&P 500 names go ex-dividend before Friday. Here is what that does, and does not, change. |
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This week's dividend calendar is a crowded one, so it's worth walking through. Apple and IBM both traded ex-dividend today, IBM at $1.69 a share. Nine more S&P 500 names follow before Friday, among them Visa, Target, Eli Lilly, Hershey, Duke Energy, Starbucks, Ford and PPG. Eleven ex-dates in four sessions is a heavy run, and it reliably tempts people into buying a name the day before to collect the payout. |
That trade does not work the way it looks like it should. On the ex-dividend date a stock typically opens lower by roughly the amount of the dividend, because the buyer no longer receives it. You collect the cash and give up a matching piece of the share price, then owe tax on the cash. It's not a reason to panic, but it's worth understanding before a calendar starts reading like a schedule of opportunities. None of that makes ex-dates useless. If you already own the shares and you want the payment, the date tells you plainly not to sell before it. What the ex-date settles is a question of ownership, not of value. |
What this means for your portfolio is that the calendar tells you when, and almost nothing about whether. AT&T is the case worth keeping in mind. Its ex-dates arrived on schedule for years, and then in April 2022, after the WarnerMedia spin-off closed under then-chief executive John Stankey, the company cut its annual payout from $2.08 to $1.11 a share. The dates never wavered. The dividend did, and income holders who had planned around that check saw it fall by nearly half in a single quarter. If you want to know whether a payout is durable, look at the payout ratio and the free cash flow behind it. Those numbers arrive with earnings, not with the ex-date. |
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Here is what actually got filed and dated today. |
💵 INCOME WATCH |
Declared. Chemed declared a quarterly dividend of 70 cents a share, payable September 3, a 10-cent raise from the 60 cents paid in June, or about 17%. Ecolab declared 73 cents, payable October 15 to holders of record September 15. Marriott declared 73 cents, payable September 30, record August 20. Eastman Chemical declared 84 cents, payable October 7, record September 15. |
Ex-dates ahead. Apple and IBM traded ex-dividend today, August 10, IBM at $1.69. Nine more S&P 500 names follow before Friday, per the tally Forbes published August 6: Visa, Target, Eli Lilly, Hershey, Duke Energy, Starbucks, Ford and PPG among them. Confirm the exact day with your broker before you act on any of them. |
Yield check. The 10-year Treasury closed Friday, August 7, near 4.60%, down roughly seven basis points on the day after a softer-than-expected jobs report. SCHD's dividend yield stood at 3.09% as of the same date. |
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Tomorrow is lighter than the rest of the week, though not empty. |
📅 TOMORROW'S CALENDAR |
6:00 a.m. ET — NFIB Small Business Optimism Index. The hiring and pricing plans inside the survey say more about the next few months than the headline number does. |
Through the session — more ex-dividend dates. Several of this week's names go ex midweek, Visa and Target among them. If you hold either and want the payment, own the shares before the date rather than on it. |
Wednesday, 8:30 a.m. ET — July consumer prices. Shelter has been doing most of the work in this series, so that is the line to read before the headline. |
Thursday, 8:30 a.m. ET — July producer prices. The goods side of this report tends to show up in consumer prices a month or two later. |
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Do you check the ex-dividend date before you add to a position? I'd like to hear it. Just reply. |
— Randy Cole, Editor |
P.S. Our own Money Map lays out where this year's income opportunities sit, sector by sector. (Ad) And if you would rather hear about a dividend action overnight than the next morning, our Early Bird desk sends a short text when something genuinely matters. Free, two to three texts a week, opt out anytime. |
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