Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset episode artwork

EPISODE · Jun 27, 2026 · 1H 2M

Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

from Dividend Talk · host Dividend Talk

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. ⁠Join us :Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman Sachs (GS) +11.1%, Wells Fargo (WFC) +11.1% and JPMorgan Chase (JPM) +10%. Our main topic: the dividend growth investing mindset in "the boring middle" — staying motivated through years of slow compounding, why higher-yield names like Intel (INTC) and HP (HPQ) start looking tempting, and why we still buy growers like Accenture (ACN) and PepsiCo (PEP) even though the Magnificent Seven could have beaten our returns. Plus listener questions on diversification, rebalancing, the LDEG Europe dividend ETF, WACC/ROIC, cash-secured puts and more. ⁠Join us :Discord group - ⁠⁠⁠⁠⁠⁠https://discord.gg/nJyt9KWAB5⁠⁠⁠⁠⁠⁠Follow us: Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@DividendTalk_⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@European_DGI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Become a Premium Member for just 129 Euros a year: ⁠⁠⁠⁠⁠https://dividendtalk.eu⁠⁠⁠⁠⁠Disclaimer: Educational content only. Not financial advice.

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Ep. 301 | Big Bank Dividend Hikes (JPM, GS, MS, C, WFC) + The Boring Middle Mindset

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How long is this episode of Dividend Talk?

This episode is 1 hour and 2 minutes long.

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This episode was published on June 27, 2026.

What is this episode about?

We're kicking off Season 7! This week we cover Bayer's (BAYN.DE, BAYRY) Supreme Court win in the Roundup case and the reopened Strait of Hormuz, then break down five bank dividend increases: Morgan Stanley (MS) +15%, Citigroup (C) +11.6%, Goldman...

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