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McKesson, Encompass Health, and Omega Healthcare lift dividends
The dividend increases cover payout ratios ranging from 9.8% at McKesson to 14.0% at Encompass Health, with McKesson also projecting fiscal 2027 growth of 12% to 14%.
A new wave of dividend increases is underway across the healthcare sector, spanning McKesson, Encompass Health, and Omega Healthcare Investors, with each company showing different dividend yield levels and payout ratio metrics that can affect perceived sustainability. MarketBeat Ratings says the latest income boosts extend to major healthcare names and a large-cap healthcare REIT.
McKesson raised its dividend by 14.6%, moving its quarterly payment to 94 cents per share. The healthcare distributor posted a total return of 44.5% in 2025 and is up nearly 10% in 2026, after reporting 18% year-over-year adjusted EPS growth in fiscal 2026. The company expects fiscal 2027 growth of 12% to 14%, and says its GLP-1 revenues rose 27% in fiscal 2026 to $53 billion, alongside a forward dividend yield of about 0.4%.
For Encompass Health, MarketBeat Ratings highlights a dividend yield of 0.75% and an annual dividend of $0.84, paired with a payout ratio of 14.0%. The outlet notes Encompass Health shares have delivered a return near 8% in 2026 and were up more than 10% in Q3, and it points to a dividend increase occurring as the company prepares for its next ex-dividend date.
The article also frames Omega Healthcare Investors as part of the same sector dividend uptick, describing sustainability after industry-specific adjustments, but the provided excerpt cuts off before the full dividend figures and upcoming dates for that REIT.