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3 Healthcare Stocks With Fresh Dividend Hikes and Different Income Profiles
Submitted by Leo Miller. First Published: 8/3/2026.
Key Points
- Healthcare remains a useful sector for income investors because demand tends to hold up across economic cycles.
- Recent dividend increases show that select healthcare companies are still confident enough in their cash flow to raise payouts.
- McKesson, Encompass Health and Omega Healthcare give investors three different ways to approach healthcare income.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The healthcare sector recently saw a wave of dividend increases. These latest income boosts extend to $100 billion industry leaders and a large-cap healthcare real estate investment trust (REIT), all of which have delivered impressive returns year after year.
Notably, two of these names have extremely strong dividend sustainability, while one high-yield stock has solid sustainability after accounting for industry-specific factors.
Healthcare Behemoth McKesson Continues Impressive Dividend Growth
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Garrett Goggin, CFA, CMT, points to four gold miners positioned for what comes next.
See the four gold miners Garrett Goggin is watching nowFirst up is a true healthcare giant, McKesson (NYSE: MCK). The company is one of the world’s largest pharmaceutical distributors, helping move branded and generic drugs from producers to pharmacies and hospitals. With a market capitalization of more than $100 billion, McKesson is one of the 20 most valuable healthcare stocks in the U.S.
McKesson delivered a very strong performance in 2025, generating a total return of 44.5%, and is up nearly 10% in 2026. The company also posted adjusted earnings per share (EPS) growth of 18% year over year in fiscal 2026. (Note that the company’s fiscal reporting period is two quarters ahead of the calendar period.) The firm expects another year of solid growth in fiscal 2027, with growth projected between 12% and 14%. GLP-1 drugs have been an important growth driver for the company, with GLP-1 revenue rising 27% in fiscal 2026 to $53 billion.
McKesson recently announced a significant 14.6% increase to its dividend, raising its quarterly payment to 94 cents per share. The company expects to pay its next dividend on Oct. 1 to shareholders of record as of the close of business on Sept. 1. Overall, McKesson’s forward dividend yield remains relatively low at around 0.4%. However, the company has grown its dividend quickly, at a 13.68% five-year annual rate, and its payout ratio is a rock-solid 8.5%.
Encompass Boosts Dividend by More Than 10%
Encompass Health (NYSE: EHC) is a smaller healthcare company but remains a sizable player, with a market capitalization near $11 billion. Encompass shares have delivered a return of nearly 8% in 2026 and have rebounded strongly in the third quarter, gaining more than 10%. The company primarily operates inpatient rehabilitation facilities that serve patients recovering from serious injuries and illnesses. Notably, Encompass has grown its revenue by more than 10% for three consecutive years and recently raised its full-year 2026 revenue and adjusted EPS guidance.
Encompass also announced a substantial increase to its quarterly dividend, moving the payment up by 10.5% to 21 cents per share. This gives Encompass a forward dividend yield of approximately 0.74%. The company’s next dividend is payable Oct. 15 to shareholders of record as of Oct. 1.
Notably, Encompass cut its dividend significantly in 2022 to 15 cents because of the spin-off of its home health and hospice business. Since then, its dividend has increased by 40%. Meanwhile, the company’s payout ratio is very low at just 12.69%, making the dividend sustainable and leaving significant room for further increases.
Omega Healthcare: Big Returns With a Yield Above 5%
Last up is Omega Healthcare Investors, which has a market capitalization of nearly $15 billion. This makes Omega one of the five most valuable healthcare REITs in the United States. The company primarily invests in skilled nursing and assisted living facilities. Generally speaking, investments in this space have performed very well over the past several years. Omega generated total returns of 33.5% in 2024 and 25.5% in 2025, and has returned nearly 20% in 2026. The major tailwind driving this industry is the aging U.S. population, which is creating greater demand for the facilities in which Omega and others invest.
Omega recently announced a slight 1.5% dividend increase, raising its quarterly payout to 68 cents. However, the stock offers a very high dividend yield, which now stands at 5.3% on a forward basis. One concern is that the company’s current payout ratio is 129.47%, meaning its dividend payments significantly exceed its earnings. However, funds available for distribution (FAD) are a better metric than EPS for assessing REIT dividend sustainability because of the sector’s unique accounting considerations.
In its latest quarter, Omega reported FAD of 78 cents per share. This equates to a FAD-based payout ratio of just 87.1%. Because REITs typically pay out significantly more of their cash flow than companies in other industries, this payout ratio is within a reasonable range.
The Bigger Dividend Story Is Sustainability
McKesson’s GLP-1 growth trajectory remains worth watching because it has been a meaningful driver of the company’s recent results. But for income investors, the broader takeaway is that McKesson, Encompass Health and Omega Healthcare each offer a different kind of dividend appeal.
McKesson offers rapid dividend growth from a low payout base, Encompass Health has a smaller but well-covered dividend supported by operating momentum, and Omega Healthcare provides the highest yield, provided investors evaluate it using REIT cash-flow metrics rather than GAAP earnings alone. Together, these companies show that select healthcare dividend stocks still have the cash-flow support to keep rewarding shareholders.
Datadog’s Drop Says More About Expectations Than Earnings
Submitted by Sam Quirke. First Published: 8/7/2026.
Key Points
- Datadog shares fell about 19% despite beating revenue and earnings expectations and raising full-year guidance well above forecasts.
- The drop stemmed from sky-high expectations after a big prior rally and news that its largest customer would reduce usage.
- Analysts remain bullish, citing Raymond James' Outperform rating and a $280 price target alongside MarketBeat's Moderate Buy consensus.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Every so often, the market serves up a reaction so at odds with the underlying news that it's worth asking what investors are really thinking. Datadog Inc. (NASDAQ: DDOG) delivered one such moment this week when the observability software company followed up an excellent quarter with a 19% drop in its share price.
On the face of it, the sell-off makes little sense. Datadog beat expectations on both revenue and earnings, raised its guidance for the rest of the year and pointed to demand trends that were, if anything, accelerating. These aren't the hallmarks of a company in trouble, yet the shares slumped regardless, leaving investors to puzzle over what the market found so disappointing.
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Watch Marc Chaikin's free presentation and get his full buy-and-sell list todayThe answer, as is so often the case, has less to do with the results themselves and more to do with the towering expectations that preceded them. For those willing to look past the knee-jerk reaction, that disconnect may have opened up an opportunity.
A Quarter That Beat on Almost Every Measure
Start with the numbers, because they were hard to fault. Revenue grew 36% year over year, coming in above the top end of the company's own guidance and marking the fastest growth Datadog has posted in several years. Earnings jumped sharply, too, comfortably ahead of analyst expectations.
The strength ran deeper than the headline figures. The company generated healthy free cash flow, while metrics that speak to future demand—billings and the value of contracted work still to be delivered—both grew even faster than revenue. That's a strong sign that customers aren't just spending more today but are committing to spend more down the line.
Perhaps most reassuringly, growth was broad-based rather than narrowly concentrated. Demand from customers outside the artificial intelligence (AI) boom actually accelerated, showing that Datadog's success isn't solely dependent on a single fashionable theme. On top of all that, management raised its full-year outlook well above expectations.
So Why Did the Stock Tumble?
If the quarter was so strong, the sell-off demands an explanation, and it comes down to two factors. The first is how much success had already been priced in. The stock had already staged a massive 2026 rally heading into the report, setting an extraordinarily high bar for the quarter.
When a stock has already staged that kind of rally, merely being excellent is sometimes not enough to prevent profit-taking. Indeed, this is a theme we've seen play out several times already during the current earnings season.
The second, more specific concern surrounding Datadog's trajectory involved a single large customer. Management disclosed that its biggest client, widely believed to be a major AI chatbot company, would reduce its usage beginning in the current quarter. The change was incorporated into the updated guidance.
In a market hypersensitive to any hint of slowing momentum, that disclosure alone was enough to spook investors.
Reading Between the Lines of the Reaction
Here's where it pays to separate the noise from the signal. A pullback from one large customer sounds alarming. Still, Datadog spreads its revenue across thousands of customers, with the vast majority of recurring revenue coming from a broad base of larger accounts rather than any single name.
Even as one major client trims its spending, the underlying engine of growth—and the thousands of businesses steadily expanding their use of Datadog's tools—should keep humming along.
In other words, the very concern that spooked the market may prove far less significant than the reaction implied. One customer pulling back is a manageable bump for a broadly diversified business, not the structural crack that a double-digit share-price fall might suggest.
Weighing the Opportunity Against the Risks
None of this is to dismiss the bears entirely, because they hold one especially strong card: valuation. Even after the drop, Datadog still trades at a triple-digit price-to-earnings ratio, leaving little room for error and requiring the company to keep growing rapidly for years to justify its price.
For those of us on the sidelines, however, there's no doubt that this was, by almost any measure, a strong report from a dominant company that's still growing quickly and generating plenty of cash.
Consider Raymond James' reiterated Outperform rating on Datadog shares and its $280 price target for context, not to mention MarketBeat's consensus rating of Moderate Buy.
Sure, the market is choosing, for now at least, to focus on the blemishes rather than the substance. In doing so, however, it may be handing longer-term believers a golden opportunity to get involved.
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