The 2026 dividend season is stronger than expected. Despite economic uncertainties, payouts remain at a high level, many companies are robust and confirm the role of dividends as a key driver of returns.
Around 25 companies in the DAX are expected to increase their dividends. Overall, the level remains attractive, even if the momentum varies from sector to sector and not all sectors are benefiting equally.
The shift within the sectors is particularly striking. While traditional dividend payers from the automotive industry such as$MBG (-1,16%)
$VOW (-1,77%) or $BMW (-0,91%) are paying weaker dividends, other sectors are gaining in importance:
Insurance companies and financial stocks in particular are moving more into focus. Companies such as $ALV (-1,26%) or the $DBK (-3,97%) are among the beneficiaries of this development and could play an increasingly important role for dividend investors. At the same time, there are also individual cases such as$ENR (-5,11%) which are paying dividends again after a break.
For investors, this means that selecting the right sectors is becoming more important than the dividend yield alone.
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