Evaluating Sustainable Dividend Growth

This chapter explores the sustainability of companies that consistently increase their dividend payouts, focusing on examples like NVIDIA and NextEra Energy. It highlights the importance of intrinsic value and economic moats, as well as identifying undervalued dividend stocks amid economic challenges.

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Episode notes

David Harrell, editor of Morningstar’s DividendInvestor newsletter, talks about the dividend stocks that earned a spot on the newsletter’s annual Dividend Growers list. Harrell also discusses how to approach dividend investing.

What Qualifies a Dividend Stock to Be on the DividendInvestor’s Annual Dividend Growers List?

13 Elite Companies With Fast-Growing Dividends

This part of the episode includes a correction: In an earlier version of this podcast, a section about companies included on the DividendInvestor’s DividendGrowers list and a follow-up question about companies that weren’t included was inadvertently cut during production. The episode has been updated to restore this information.

Why These Companies Failed to Make the Dividend Growers List in 2025

Which Companies Were ‘Near Misses’ for the Dividend Growers List?

Why Are Higher-Yielding Dividend Stocks Absent?

Why Dividend Growth Investing Can Benefit Investors With a Longer Time Horizon

Is Double-Digit Dividend Growth Sustainable for Companies?

Which Companies Are on Track to Appear on Next Year’s Dividend Growers’ List?

What Investors Need to Know Before Investing in Dividend Stocks

Undervalued Dividend Growers Stock Picks

Read about topics from this episode.

Subscribe to the Morningstar DividendInvestor newsletter.

Stocks With 5 Years of Double-Digit Dividend Increases

7 Undervalued Stocks that Just Raised Dividends