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3 Healthcare Stocks With Fresh Dividend Hikes and Different Income ProfilesBy Leo Miller. Article 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: White House Insider: “President Trump is Getting Backstabbed!”
The healthcare sector recently saw a wave of dividend increases. These latest income boosts include $100 billion industry leaders and a large-cap healthcare real estate investment trust (REIT), all of which have posted impressive returns year after year. Notably, two of these companies have extremely strong dividend sustainability, while one high-yield stock has solid sustainability after industry-specific adjustments. Healthcare Behemoth McKesson Continues Impressive Dividend Growth
First 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 United States. McKesson delivered a very strong performance in 2025, generating a total return of 44.5%, and is up nearly 10% in 2026. This follows strong adjusted earnings per share (EPS) growth of 18% year over year (YOY) 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 projected growth between 12% and 14%. GLP-1s 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 Sept. 1 close. Overall, McKesson’s forward dividend yield remains relatively low at around 0.4%. However, the company has grown its dividend rapidly, at a five-year annual rate of 13.68%, and its payout ratio is rock-solid at 8.5%. Encompass Boosts Dividend by More Than 10%Encompass Health (NYSE: EHC) is a smaller healthcare name 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 Q3, gaining more than 10%. The company primarily operates inpatient rehabilitation sites, serving 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, raising it 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 spinout of its home health and hospice business. Since then, however, its dividend has increased by 40%. Meanwhile, the company’s payout ratio is very low at just 12.69%, making its 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 other companies invest. Omega recently issued 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 negative 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’s FAD was 78 cents per share. This equates to a FAD-based payout ratio of just 87.1%. Because REITs typically pay out much more of their earnings than companies in other industries, this payout ratio is within a reasonable range. The Bigger Dividend Story Is SustainabilityMcKesson’s GLP-1 growth trajectory remains worth watching because it has been a meaningful driver of the company’s recent results. For income investors, however, the broader takeaway is that McKesson, Encompass Health and Omega Healthcare each offer a different type 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 continue rewarding shareholders. . |
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