Important Points
- One of the world’s leading players in commercial aircraft engines has recently announced a significant increase in profits.
- The growing energy chip stock now has the highest dividend yield among the fastest-growing semiconductor companies.
- After a disappointing 2025, the giant data center REIT is up more than 20% in the new year and recently increased its profits significantly.
Some of the world’s biggest names in aerospace and artificial intelligence (AI) are giving their benefits a shot in the arm. This is not a run-of-the-mill hike; all three increased their dividends by at least 10%, and two did so by more than 25%.
The upgrade comes with updates that aim to improve the core. One company reported rising orders and a growing backlog, another raised its view on a key data center-driven segment, and a third highlighted a sharp drop in annual bookings with AI tied to many of its biggest deals. The yield still varies, but the size of the hike is outstanding. Taken together, the announcements show rapid budget growth across the aviation and AI-connected infrastructure space.
GE: Orders and Shares Rise More Than 30 Percent
GE Aerospace (NYSE: GE ) is one of three General Electric spinoffs in 2024. Since becoming its own publicly traded company, the stock has performed incredibly well. By 2025, stocks have delivered a total return of 86%.
Despite the sell-off after its latest earnings report, GE Aerospace’s business posted strong results for the full year through 2025. Revenue grew 21%, orders rose 32%, and the company closed the year with a huge backlog of $190 billion. Free cash flow also increased by an impressive 24%. Strong demand for business jet engines was the main driver of these results.
Looking to 2026, the company expects strong, albeit slow, growth. It sees revenue growing at a low double-digit percentage rate and free cash flow growth in the 4% to 9% range.
Amidst its impressive performance, GE Aerospace is rewarding investors with a whopping 31% increase in dividends. Its quarterly payout will rise to 47 cents per share, which equates to an implied dividend yield of about 0.6%. The company will pay its next dividend on April 27 to shareholders of record as of the close of business on March 9.
MPWR’s Dividend and Data Center Growth Forecasts
Shares of chip giant Monolithic Power Systems (NASDAQ: MPWR ) also rose in 2025, delivering a total return of 54%. By 2026, shares are already up 29%. Monolithic provides power chips and systems for many different markets in the economy, from artificial intelligence (AI) data centers to automotive applications.
Surprisingly, the company’s latest results showed that all six of its end markets grew by 15% or more year-over-year in Q4. The company also significantly increased its forecast in the data segment of the business. This is where he generates sales from data center customers. It sees 50% growth in this segment as “low,” from previous estimates of 30% to 40%.
Monolithic also announced a massive 28% dividend increase, moving its quarterly payout to $2 per share. This gives the stock a dividend yield of 0.7%. While not high in absolute terms, it’s one of the best rewards offered by high-growth chip companies.
Among S&P 500 semiconductor stocks that have grown earnings more than 20% over the past 12 months, Monolithic’s yield is the second highest, behind Broadcom (NASDAQ: AVGO ). Monolithic will pay its next dividend on April 15 to shareholders of record as of the close on March 31.
EQIX Rebounds in 2026, Signs Dividend Rises for Years to Come
The latter is one of the world’s largest real estate investment trusts (REIT), Equinix (NASDAQ: EQIX). Equinix shares have underperformed in 2025, delivering a total return of -17%. This was largely due to the company’s mid-year Investor Day conference. The company’s long-term cash flow guidance far exceeded expectations, contributing to a drop in shares of nearly 18% in two days.
However, the stock has risen sharply in 2026, with a total return of 25% year to date. Shares rallied after Equinix’s latest earnings report, with the company’s annual bookings up 42%. Notably, AI shipments drove nearly 60% of the company’s largest deals in Q4.
Equinix also announced a 10% dividend hike, raising its yield to about 2.2%. The company plans to pay this dividend on March 18 to shareholders of record as of the February 25 close. Additionally, in its investor day, Equinix said it aims for earnings growth of 8% or more every year for the next five years. This shows the company’s clear commitment to returning a large amount of capital growth to shareholders.
GE, MPWR, EQIX: Big Dividend Increases for Top Players in Aerospace and AI
GE, MPWR, and EQIX all put significant weight behind their shares, with gains ranging from 10% to 31%. The hike comes with signs of performance already clear in the numbers: strong orders and backlog at GE, high growth outlook in Monolithic business data segment, and rebooking at Equinix with AI tied into many of its biggest deals. That combination—double-digit payroll growth paired with improving business indicators—is what makes these stock moves stand out.
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Companies mentioned in this article:
Company
Current Price
Price Changes
Dividend Yield
The P/E ratio
Consensus ratio
Consensus Price Target
GE Aerospace (GE)
$315.24
+0.8%
0.46%
38.73
Buy Medium
$319.00
Monolithic Power Systems (MPWR)
$1,171.47
+1.3%
0.53%
91.95
Buy it
$1,218.42
Equinix (EQIX)
$956.19
-0.2%
1.96%
69.54
Buy Medium
$996.23
| Company | Current Price | Price Changes | Dividend Yield | The P/E ratio | Consensus ratio | Consensus Price Target |
|---|---|---|---|---|---|---|
| GE Aerospace (GE) | $315.24 | +0.8% | 0.46% | 38.73 | Buy Medium | $319.00 |
| Monolithic Power Systems (MPWR) | $1,171.47 | +1.3% | 0.53% | 91.95 | Buy it | $1,218.42 |
| Equinix (EQIX) | $956.19 | -0.2% | 1.96% | 69.54 | Buy Medium | $996.23 |
About Leo Miller
Experience
Leo Miller has been a contributing writer for DividendStocks.com since 2024.
- Professional Background: Leo Miller is a financial writer with a background in investment research and market analysis. He held roles as an investment research partner at Laird Norton Wetherby and as a research analyst at Sungarden Investment Publishing, where he gained extensive experience in valuation and portfolio strategies.
- Confirmation: He holds a Bachelor of Business Administration in Finance from the University of Washington’s Foster School of Business, a top-ranked public business school. Passed the CFA Level II exam.
- Financial Experience: Leo started researching and investing in gold mining stocks in 2019 and started writing about finance and investing in 2021. He joined DividendStocks.com as a contributing writer in 2024, where he covers both stocks and ETFs. A strong research base and direct exposure to the financial markets shape his opinions.
- Writing Focus: He specializes in technology stocks, dividend-paying companies, ETFs, and value-oriented opportunities. His work emphasizes clarity, practical understanding, and education for investors at all levels.
- How to Invest: Leo follows a disciplined, long-term investment strategy based on fundamental analysis, with a strong focus on economics, industry and sector research, and passive investment principles.
- Motivation: Leo finds the stock market endlessly compelling and enjoys the challenge of separating meaningful data from the noise. He is interested in analyzing what makes businesses stand out—and sharing that insight to guide informed investment decisions. As he puts it, “Strong analysis requires separating the wheat from the chaff.”
- Fun fact: Leo credits his grandfather with sparking his interest in investing and is a lifelong animal lover.
- Areas of Expertise: Fundamental analysis, economics, industry and sector analysis
Education
Bachelor in Business Administration, Finance, Foster School of Business at the University of Washington
