Coverage is reported as of the morning session. A few items are from the past several days because there was little news in the strict last 24 hours. Dividend Increases/Cuts City Holding Company (CHCO) raised its quarterly dividend 15%, from $0.87 to $1.00 per share. That is the largest percentage increase in today's scan. Bank OZK lifted its dividend by a penny to $0.49 (+2.1%), its 65th consecutive quarterly increase. Phillips Edison & Company (PECO) raised its monthly distribution 6.2% to $0.115, starting with the October 1 payment. Two big payers had ex-dates around now. JPMorgan's raised $1.65 dividend (up from $1.50) went ex today. Philip Morris's increase to $1.60 (from $1.47) went ex October 2. On the cut side, there were no major new cuts in the last 24 hours. Slate Grocery REIT's dividend suspension is still drawing attention. Intel's dividend remains suspended because free cash flow has been negative in both quarters of 2026 so far. Notable Moves Dividend ETFs are lagging the rally in tech. Over the past week SCHD fell 1.33% and VYM fell 1.00%. Year to date, SCHD is up about 20.9% and VYM about 10.0%. SCHD's trailing yield is 3.22% and VYM's is 2.35%. Before the open, Constellation Energy jumped about 9% on a 20-year nuclear power deal with Google. Stryker fell about 3.5% after announcing its next CEO. Market Context The main story for income investors is rates. The 10-year Treasury yield moved above 5.3% this week, its highest since 2002, and the 30-year briefly passed 5.7%, a 24-year high. The 10-year eased to about 5.27% this morning as oil prices dropped after a G7 reserve release. Even so, the S&P 500 rose about 0.5% at the open and the Nasdaq hit a record. Rate-sensitive sectors are falling behind. Fewer than 25% of utilities, real estate and consumer staples stocks are above their 200-day moving averages, compared with about two-thirds of energy and tech names. Utilities are down about 7% since February while the broader market is up about 10%.