

I track dividend announcements across 1,200+ stocks. This week, I'm highlighting 42 companies that increased their dividends. Part 1 covers 25 stocks, including two I own. Comfort Systems USA stands out with a 66.7% year-over-year dividend increase, 18.47% upside to fair value, and a Quality Score of 8.93. West Pharmaceutical Services posted the largest increase of the Part 1 stocks (18.18%) and perfect dividend safety, but trades 12.06% above my fair value estimate.

The company whiffed on both the top and bottom lines in the period. Organic revenue growth also left something to be desired.

Brown & Brown, Inc. ( BRO ) Q3 2026 Earnings Call October 27, 2026 8:00 AM EDT Company Participants J. Powell Brown - CEO, President & Director R.

Brown & Brown NYSE: BRO reported third-quarter revenue of $1.7 billion, up 7.4% from a year earlier, as improvement in its retail business helped offset pressure in specialty distribution operations.

Brown & Brown's Q3 revenue growth is supported by acquisitions, but weak organic growth, softer specialty markets and margin pressure weigh on results.


