PepsiCo (NASDAQ: PEP) increased its quarterly dividend by 4% in 2026, extending its consecutive dividend growth streak to 54 years. The company, whose brand portfolio includes Doritos, Lay's, Gatorade, and Mountain Dew, reported its fastest volume sales growth since 2022.
During the first half of 2026, PepsiCo posted a 7% year-over-year revenue increase. The company's quarterly dividend currently stands at $1.48 per share, representing an annualized $5.92 and a forward yield of 4.3%. Its payout ratio was 75% over the last year.
Hasbro (NASDAQ: HAS) saw its stock rise 38% over the past three years. The company pays a $0.70-per-share quarterly dividend with a 3.2% yield. Over the last decade, its dividend has grown at an approximate compound annual rate of 4%.
Hasbro reported that its Magic: The Gathering revenue increased by more than 32% year over year in the second quarter. Magic: The Gathering has recorded growth in 15 of the last 17 years. Additionally, the consumer products business achieved its third consecutive quarter of growth.
Hasbro's adjusted earnings per share rose from $2.51 in 2023 to $5.94 on a trailing-12-month basis. The company paid out roughly half of its earnings in dividends during the past year.
Infrastructure and Energy Sector Performance
Brookfield Infrastructure (NYSE: BIPC/BIP) generated $709 million in funds from operations (FFO) in Q1 2026, an increase of 10% year over year. The company generates 85% of its cash flow from regulated rate structures or long-term contracts.
Of Brookfield Infrastructure's cash flow generated from long-term contracts or regulated rate structures
In Q1, Brookfield Infrastructure paid out 65% of its FFO in dividends, which falls within its target range of 60% to 70%. The company has a backlog of over $9 billion in expansion projects, including data center developments, behind-the-meter power solutions, and the funding of two US semiconductor fabrication facilities. These projects are expected to reach completion over a period of two to three years.
Brookfield Infrastructure plans to grow its FFO per share by more than 10% annually, which is expected to drive annual dividend growth between 5% and 9%.
Energy Transfer (NYSE: ET) reports that 90% of its income is generated from fee-based sources. In Q1 2026, the company generated $2.7 billion in distributable cash flow, up 17% year over year, and distributed nearly $1.2 billion to investors.
Energy Transfer's forward yield is 6.8%. The company targets annual distribution growth of 3% to 5%. For 2026, it expects to invest between $5.5 billion and $5.9 billion into organic expansion projects, including the $2.7 billion Hugh Brinson pipeline and the Desert Southwest Pipeline, which may cost up to $5.6 billion.
Real Estate and Market Context
Realty Income (NYSE: O) pays monthly dividends and has a current yield of 4.9%. In Q1 2026, the company generated nearly $1.1 billion in adjusted FFO and distributed approximately 70% of its cash flow in dividends.
Realty Income expects an investment volume of $9.5 billion in 2026 and is on track to generate over $980 million in adjusted free cash flow during the same year. The company has made its first investment in Mexico and has formed a joint venture to invest in data centers. Since its public market listing in 1994, Realty Income has raised its dividend 135 times, achieving a compound annual dividend growth of 4.1%.
Regarding market investments, The Motley Fool Stock Advisor analyst team identified 10 best stocks for investors to buy now; PepsiCo was not included in that list. The Stock Advisor's total average return is 896%, compared to 206% for the S&P 500.
