Aerospace and Defense Stocks Lead the Way: 3 Stocks With Recent Dividend Increases

Transdigm Group (TDG) has raised its special dividend to $90 per share, a 20% increase from $75 in 2024, payable on Sept. 12. Elbit Systems (ESLT) has raised its quarterly dividend to 75 cents per share, a 25% increase from 60 cents, payable on Oct. 27. Both stocks have provided impressive returns in 2025, with TDG up 10% and ESLT up 78%. Their dividend increases have boosted their income profiles and indicated dividend yields, with TDG's yield above 6%.

TransDigm Group (TDG) and Elbit Systems (ESLT) have both announced significant increases in their dividends, boosting their income profiles and signaling strong commitment to shareholders. TDG has raised its special dividend to $90 per share, a 20% increase from the previous year's $75, payable on September 12, 2025 [1]. This special dividend, funded by $5 billion in new debt, has raised concerns about the company's debt management and long-term financial stability [1]. Despite these concerns, TDG's stock has seen a 10% increase in 2025, indicating strong market confidence in its financial strength [1].

ESLT has also increased its quarterly dividend, raising it to 75 cents per share, a 25% increase from the previous 60 cents, payable on October 27, 2025 [2]. The company's stock has performed exceptionally well in 2025, with a 78% increase, driven by strong earnings and a price target upgrade from Bank of America [2]. ESLT's dividend yield is now 0.6%, reflecting its commitment to shareholder returns [2].

Both companies have demonstrated impressive returns in 2025, with TDG's yield above 6% and ESLT's yield at 0.6%. However, investors should closely monitor their debt management strategies and earnings growth to ensure long-term stability. The ex-dividend dates for both dividends are approaching, with TDG's on September 2, 2025, and ESLT's on October 14, 2025. Investors should ensure they purchase shares before these dates to qualify for the dividends.

References:
[1] https://www.ainvest.com/news/dividend-information-transdigm-group-dividend-date-sep-2-2025-2508/
[2] https://www.marketbeat.com/instant-alerts/elbit-systems-nasdaqeslt-hits-new-52-week-high-after-analyst-upgrade-2025-08-27/