December 27, 2025
Finance

Top Dividend Stocks Offering Consistent Returns to Add Now

Analyzing Costco Wholesale and AbbVie's Robust Dividend Histories and Growth Prospects

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Summary

Investors seeking reliable dividend income might consider adding positions in Costco Wholesale and AbbVie, both of which showcase strong dividend growth records supported by solid business operations and diverse revenue streams. Despite different market approaches, each company offers distinct advantages in dividend sustainability and shareholder value enhancement, underscored by their steady earnings and cash flow generation.

Key Points

Costco Wholesale has a more than 20-year streak of annual increases in its regular quarterly dividend, supplemented by significant special dividends including $15 and $10 per share in recent years.
Costco’s regular dividend yield is under 1% due to strong stock price appreciation, but its business model generates substantial cash flow mainly through high-margin memberships.
Costco reported fiscal 2025 revenues of $275.2 billion, up 8.2% year-over-year, and net income growth of about 10%.
AbbVie has raised dividends annually for 54 years, with a forward dividend yield around 3%, notably higher than the S&P 500 average.
AbbVie’s growth is driven by immunology drugs Skyrizi and Rinvoq, projected to reach more than $31 billion in sales by 2027, with Rinvoq’s U.S. exclusivity extended to 2037.
AbbVie’s diversified portfolio includes strong neuroscience revenue growth and acquisition of ImmunoGen, enhancing its oncology pipeline.
AbbVie has a promising Parkinson’s disease drug candidate tavapadon awaiting FDA approval, which may address significant treatment gaps.
Both companies demonstrate stable cash flow generation and strong operating income supporting sustainable dividend payments.

Dividend stocks play a vital role for investors aiming to enhance their overall portfolio returns through a combination of share price appreciation and regular income payouts. Companies that demonstrate stable profitability alongside strong cash flow generation often possess the financial stability necessary to sustain and grow their dividends over time.

For those looking to increase their holdings in dividend-paying equities, two companies stand out based on their historical performance and financial fundamentals: Costco Wholesale and AbbVie. Both have exhibited a pattern of consecutive dividend increases and maintain operations that underpin their ability to deliver shareholder returns.

Costco Wholesale: A Blend of Modest Regular Dividends and Exceptional Special Payouts

Costco Wholesale has exhibited a track record of raising its regular quarterly dividend every year for over 20 years, featuring a current annual regular dividend of $5.20 per share. The latest quarterly regular dividend payment, issued in November 2025, amounted to $1.30 per share. Besides this recurring payout, Costco is recognized for distributing significant special dividends in certain years, including $15 per share in December 2023 and $10 per share in December 2020, reflecting its approach to sharing excess cash with shareholders selectively.

While the company’s dividend yield remains relatively low at under 1 percent, this stems largely from a substantial appreciation in Costco’s stock price over time, driven by its robust business results outpacing dividend increases. Instead of elevating regular dividend levels aggressively, Costco tends to reinvest a significant portion of its profits and opt for large, sporadic special dividends to reward shareholders.

The foundation of Costco’s dividend strategy lies in its membership-based business model, which generates high-margin, dependable cash flows. In the first quarter of fiscal 2026, membership fees exceeded $1.3 billion. This consistent revenue stream allows Costco to maintain operational efficiencies with thin warehouse margins and pass the savings along to members, fostering strong customer loyalty as witnessed by renewal rates around 92 percent in key markets like the U.S. and Canada.

In the fiscal year ending August 31, 2025, Costco achieved revenues of $275.2 billion, representing an 8.2 percent year-over-year increase. The most recent quarter mirrored similar growth, with revenues of $67.31 billion, up 8.3 percent year over year. Net income for fiscal 2025 reached $8.1 billion, a 10 percent improvement over the prior year, with first-quarter net income for fiscal 2026 at $2 billion, marking an 11 percent increase from the corresponding quarter a year earlier.

Costco’s curated product selection strategy, with roughly 4,000 SKUs compared to many more at typical retailers, grants it significant leverage over suppliers and enhances operational effectiveness. Complementing this are services such as gas stations, optical centers, and expanding e-commerce offerings, which introduce additional revenue avenues and decrease dependence on any single product category.

AbbVie: Consistent Dividend Growth Supported by Diverse Pharmaceutical Portfolio

AbbVie boasts a dividend increase streak surpassing five decades, with 54 consecutive years of annual dividend growth placing it among the elite Dividend Kings. Its forward annual dividend of $6.92 per share delivers a yield near 3 percent, markedly exceeding the S&P 500’s average dividend yield of 1.1 percent.

Managing the erosion of patent protection for its former blockbuster drug Humira, AbbVie has effectively expanded sales in newer immunology medications, notably Skyrizi and Rinvoq. Forecasts anticipate these two drugs achieving combined sales surpassing $31 billion by 2027. They are approved for various inflammatory and autoimmune conditions, including psoriasis, Crohn's disease, and ulcerative colitis. Notably, a recent patent litigation settlement for Rinvoq extends its exclusivity in the U.S. through 2037.

AbbVie’s business spans multiple therapeutic areas including immunology, neuroscience, oncology, and aesthetics. Its acquisition of ImmunoGen in 2024 added a prominent antibody-drug conjugate platform, enhancing AbbVie’s cancer treatment portfolio. This acquisition included Elahere, an ovarian cancer drug, and strengthened AbbVie's pipeline for next-generation therapies targeting solid tumors and blood cancers. The integration of ImmunoGen's assets is anticipated to improve AbbVie's earnings from 2027 onward.

The company reported a 20 percent increase in revenue from its neuroscience segment in the third quarter of 2025, driven by treatments such as Vraylar for bipolar I disorder and major depressive disorder, and migraine medications Ubrelvy and Qulipta.

Among its pipeline prospects, AbbVie is advancing tavapadon, a novel dopamine receptor agonist developed through its acquisition of Cerevel Therapeutics, intended for Parkinson’s disease. Having filed for FDA approval, tavapadon represents a potential once-daily oral treatment covering both early and advanced stages of the disease. It has demonstrated efficacy in reducing motor symptoms and may address gaps in treatment efficacy during off periods experienced with current therapies.

In the third quarter of 2025, AbbVie generated worldwide net revenues of $15.8 billion, reflecting a 9.1 percent year-over-year increase. Over the trailing twelve months ending September 30, 2025, revenues totaled $59.6 billion. Although net income figures can fluctuate because of one-time charges related to acquisitions, AbbVie's consistent operational cash flow remains strong, approximating $19 billion annually as of 2024.

Conclusion

Both Costco Wholesale and AbbVie offer compelling cases for investors seeking to amplify their dividend income through shares of companies with proven records of dividend growth underpinned by strong financial results. Costco’s unique combination of modest regular dividends supplemented by special payouts, supported by stable membership fees and efficient operations, contrasts with AbbVie’s medicinal innovation-driven growth and higher dividend yield marked by steady increases. Each company demonstrates resilience and strategic positioning that contribute to shareholder value over time.

Risks
  • Costco’s relatively low payout ratio indicates substantial retained earnings but suggests dividends could remain modest despite large special payouts.
  • Costco’s reliance on membership fees could be affected by economic shifts impacting consumer spending behaviors.
  • AbbVie faces patent expirations challenges but has managed them with newer drug sales; future pipeline success is crucial.
  • Investments involving AbbVie’s acquisition-related one-time charges can induce net income volatility.
  • AbbVie’s pipeline candidates have regulatory approval uncertainties that could affect future revenue growth.
  • Both companies’ market valuations and stock prices are subject to fluctuations that influence dividend yields.
  • Changes in healthcare regulations or competition may impact AbbVie's pharmaceutical revenues.
  • Economic conditions could influence discretionary spending affecting both retailers like Costco and pharmaceutical uptake.
Disclosure
The author holds no positions in the securities discussed. This article is for informational purposes and does not constitute investment advice.
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