Dividend-paying stocks have historically outperformed non-payers, and the Motley Fool highlights Enterprise Products Partners, Medtronic and VICI Properties as high-yield names with visible catalysts likely to support further dividend growth into 2026. Enterprise (EPD) is nearing the end of a multiyear capex cycle — placing $6 billion of organic projects into service in H2, peaking capex at $4.5 billion this year and guiding growth spending down to $2.2–$2.5 billion next year — which, together with a boosted repurchase authorization to $5 billion and 27 consecutive years of distribution increases (current yield 6.7%), should materially raise free cash flow for payouts and buybacks. Medtronic (MDT), with 48 years of consecutive dividend raises and a 2.8% yield, posted fiscal Q2 revenue +6.6% and EPS +8% and plans a diabetes-business separation and other portfolio actions to lift margins and EPS; VICI Properties (yield 6.4%) has grown dividends at a 6.6% CAGR over eight years, agreed a nearly $1.2 billion Golden Entertainment sale-leaseback (adds Las Vegas Locals exposure, closes mid-2026) and is pursuing credit investments to generate interest income and optional property upside — all of which the article argues make continued dividend increases likely, noting the Motley Fool author holds positions in these names and that the firm recommends them.
Dividend-paying equities have outperformed non-payers over the last 50 years per Ned Davis Research and Hartford Funds, with dividend-growth stocks returning 10.2% annually versus 9.2% for payers and 4.3% for non-payers, which frames the article's selection of Enterprise Products Partners (EPD), Medtronic (MDT) and VICI Properties (VICI) as income-oriented, dividend-growth candidates. Enterprise Products Partners is highlighted as nearing the end of a multi-year capex phase that began in 2022, placing $6.0 billion of organic projects into service in H2 and peaking investment at $4.5 billion this year; management guides growth spending down to $2.2–$2.5 billion in the next year and has expanded buyback authorization from $2 billion to $5 billion, implying materially higher free cash flow and capacity for distribution increases beyond its current 6.7% yield and 27-year raise streak (note: EPD issues K-1s). Medtronic reported fiscal Q2 revenue up 6.6% and EPS up 8%, carries a 48-year dividend-raise record and a 2.8% yield, and is pursuing a diabetes-business separation plus other portfolio moves intended to lift margins and accelerate EPS growth. VICI has grown payouts at a 6.6% CAGR over eight years, yields 6.4%, agreed a nearly $1.2 billion Golden Entertainment sale-leaseback that should close mid-2026 to boost rental income and portfolio diversification, and is augmenting cash flow via credit investments (e.g., $510 million development commitment and $450 million mezzanine loan). The article includes Motley Fool disclosures that its analyst holds these positions and the firm recommends them, which could introduce promotional bias.
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