Thursday, February 26, 2026

January 2026 Dividend Income Report – €2,326 collected, but a small YoY dip



 

The first month of 2026 is already behind us and February is almost over — high time to share the January dividend numbers.




In January 2026 my portfolios delivered a gross total of €2,325.65 ($2,727.87) in dividend & distribution payments.

After withholding taxes my net take-home came to €1,721.73 ($2,019.57).

That works out to roughly  

  • €55.54 per day  
  • €2.31 per hour


…completely passive, whether I was working, sleeping, skiing or binge-watching.


Year-over-Year Comparison

Compared with January 2025 (€1,771.33 net) this is a decrease of €49.60 or –2.8 %. A small step back after many years of very pleasing growth — but still nothing dramatic. Let’s look at what happened under the hood.



The main factors behind this decrease is unfavorable exchange rate fluctuations, which reduced the euro value of foreign dividends.


Portfolio Changes since last January

New addition

  • Capital Power Corporation (CPX.TO)

Increased positions (further compounding the income engine)

  • Brookfield Renewable (BEPC)
  • Bank OZK (OZK)
  • Canadian Natural Resources (CNQ.TO)
  • JPM US Equity Premium Income (JEIP.DE)
  • JPM Nasdaq Equity Premium Income (JEQP.DE)

Closed / exited completely

  • Baxter International (BAX)
  • Crown Castle (CCI)
  • Medical Properties Trust (MPW)

Notable dividend increases (very welcome!)

Several holdings raised payouts during 2025 — the standout being Philip Morris International (PM) with another solid hike.


Where the money came from in January 2026

Biggest quarterly payers this month  

  • Digital Realty Trust (DLR) → €125.77  
  • PepsiCo (PEP) → €121.72  
  • Philip Morris (PM) → €107.49  
  • Brookfield Infrastructure (BIPC) → €101.36  
  • Altria (MO) → €107.88


Monthly payers that keep showing up like clockwork  

  • JPMorgan Nasdaq Equity Premium Income (JEQP.DE) → €93.98  
  • JPM Global Equity Premium Income (JGPI.DE) → €67.60  
  • Main Street Capital (MAIN) → €34.69  
  • Global X SuperDividend (SDIV) → €23.98





Historical Progress

Here’s how January fits into the longer-term picture:




January’s net cash pushed my all-time cumulative net dividend income to €206,939.56. 




We’re still very early in 2026, but with this first €1,722 net I’ve already covered 7.0 % of my 2026 net passive income target (€24,500).


Final Thoughts

Even with the small year-over-year dip, the underlying business keeps improving: more shares in great compounders, a couple of new reliable payers, meaningful dividend raises from core holdings, and fewer problem children in the portfolio.

February also looks weak on paper. — I’ll report back end of March with the February summary.

Until then — happy investing and may your February cheques be fat 

Disclosure: Long all names listed above except the three I exited (BAX, CCI, MPW). 

Thanks for reading — see you next month!



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