TMO dividend analysis

TMO dividend deep dive

Dividend snapshot for TMO: 2.90% yield, 59% payout, $2.58 annual distribution per share. The growth track record sits at 40 consecutive years of dividend hikes.

Safety inventory on TMO: 60/100 composite, anchored on the 64/100 Quality pillar. Fair-safety band on the framework.

Hold-and-reinvest math: TMO at 2.90% yield + 12.9% distribution growth produces 17.5% / 38.0% / 90.5% cumulative income at 5y / 10y / 20y horizons. Capital appreciation is separate.

Three sector peers anchor the TMO comparison: KO (5.00%), PG (1.50%), PEP (2.90%). The mean peer yield is 3.13%, against 2.90% on TMO. Use the relative position to size the income premium or discount in the thesis.

TMO payment timeline: ex-dividend 2026-03-01, pay date 2026-03-15. The next declaration is the catalyst for the next data point on the consecutive-growth streak, which currently stands at 40 years.

Income summary on TMO: 2.90% / 12.9% / 60. Three numbers — yield, growth, safety. The thesis hinges on whether the Quality pillar (64/100) holds through the next cycle.