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I just released a new YouTube video and I’m excited to share the highlights in this newsletter. Today, I break down the earnings reports from seven high-quality dividend stocks.

Let’s do this!

The Key Story

7 Dividend Stocks With BIG Moves After Earnings

Each of these companies has a strong history of dividend growth and yields between 2% and 5%, making them interesting opportunities for long-term dividend investors.

1. HSY (Hershey)
Hershey surprised the market by rising 4.4% after its earnings beat expectations. Despite concerns over rising cocoa prices and anticipated margin pressures in 2025, Hershey posted impressive quarterly gains in net sales and EPS. Although the dividend growth might slow after recent large increases, I see Hershey as a strong long-term dividend growth play.

2. PM (Philip Morris International)
Philip Morris International delivered an excellent quarter, climbing nearly 11% post-earnings. The standout was their nicotine pouch brand, Zyn, which saw shipments jump by 51%. With solid organic revenue growth and strong EPS performance, I believe PM is a solid holding for dividend growth investors.

3. SNA (Snap-on Incorporated)
Snap-on, a classic dividend growth machine, fell about 4.5% after earnings. They missed on revenue by a small margin and experienced a dip in organic sales in their largest business segment. However, improved operating margins in key groups and a track record of around 15% dividend increases make Snap-on an underrated candidate.

4. MCHP (Microchip Technology)
Microchip Technology saw its stock decline nearly 7% after earnings, mainly due to excess inventory. Although the miss on revenue and EPS is a cautionary note, the fact that this dividend stock continues to raise its payout quarterly makes it worth keeping an eye on.

5. DIS (Walt Disney Company)
Disney’s earnings were a bit of a mixed bag. They beat revenue and EPS expectations, driven by blockbuster movies and profitable streaming growth, yet the stock fell about 4% after reporting. The dip in Disney+ subscribers and higher capital expenditures weighed on results. Still, with streaming becoming a profitable growth business, Disney looks set to for strong returns from this price.

6. TROW (T. Rowe Price)
T. Rowe Price experienced a 5% selloff after missing revenue and EPS estimates. Despite that, its low valuation, attractive 4.45% dividend yield, and strong free cash flow suggest it could be a bargain. I see this as an opportunity if the company’s fundamentals continue to improve.

7. YUM (Yum Brands)
Finally, Yum Brands surged nearly 10% post-earnings. While the revenue and EPS beats were modest, positive developments like strong Taco Bell performance and international expansion for KFC—along with a 6% dividend increase—boosted investor sentiment. Yum continues to be a reliable dividend growth play in the restaurant sector.

For a deeper dive into each company, I invite you to visit dividenddata.com for interactive tools and detailed analysis.

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— Zach

Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter